BA Beutel Goodman US Value Fund Dollar Class SI Dis Unhedged
ISIN IE00BN940K35 / Valor null
BA Beutel Goodman US Value Fund Dollar Class SI Dis Unhedged
UMushroom community rating:
General Objective
The fund aims to generate long-term capital appreciation by investing in a concentrated portfolio of 25-35 high conviction U.S. companies that are undervalued in relation to their future cash generation ability. The fund focuses on quality companies with stable, growing businesses and strong balance sheets to mitigate potential capital loss.
Fund Exposure
The fund is primarily exposed to U.S. equities, with sector weights in industries such as information technology, communication services, and consumer discretionary. The top 10 equity holdings include companies like Qualcomm Incorporated, Amdocs Limited, and Amgen Inc. The fund also focuses on companies with market capitalizations ranging from less than $10 billion to over $100 billion.
Risks
Investing in the fund involves risks such as market fluctuations, potential loss of capital, and the inherent risks associated with investing in equities. The fund's performance may vary, and there is no guarantee that the initial investment will be returned. Investors should carefully consider these risks before investing in the fund.
Source
https://info.brownadvisory.com/intl-legal-docs-supplement-ba-beutel-goodman-us-value-ucits-fund
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
