Wells Fargo (LUX) WW US Large Cap Growth A USD

Ranked 13 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Objective

The fund seeks long-term capital appreciation. The fund will invest at least two-thirds of its total assets in equity securities of U.S. large-capitalization comapnies. United States equity securities are securities issued by companies with their registered office in the United States or exercising a predominant part of their economic activities in the United States; and up to 25% of its total assets in equity securities through ADRs, CDRs, EDRs, GDRs, IDRs and similar depositary receipts as well as equities denominated in U.S. Dollars issued by non-U.S. issuers.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019
  • Rank 13/279 Total Return
  • Rank 182/279 Standard Deviation
  • Rank 144/279 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.2%
2018 8.2% 0.5% 14.5% 8.3% -13.2%
2017 22.2% 8.4% 4.0% 2.2% 6.0%
2016 17.4% -2.6% 9.5% 6.8% 2.9%
2015 10.0% 7.9% -6.2% -2.2% 11.2%
2014 11.7% -2.9% 2.1% 4.2% 8.1%
2013 36.4% 20.1% 1.3% 3.0% 8.8%
2012 12.3% 15.0% -3.6% 3.5% -2.2%
2011 -4.4% 2.4% -2.1% -12.7% 9.2%
2010 20.2% 9.9% -11.5% 11.2% 11.2%
2009 18.2% -2.0% -1.9% 15.3% 6.7%
2008 -16.6% -5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 9.04%
Amazon.com Inc ORD 6.59%
Alphabet Inc ORD 5.58%
Visa Inc ORD 5.04%
UnitedHealth Group Inc ORD 3.87%
Waste Connections Inc ORD 3.84%
USD Cash 3.28%
Union Pacific Corp ORD 3.26%
Home Depot Inc ORD 3.11%
Salesforce.Com Inc ORD 2.91%
30/04/2019

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Korea
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date01/04/2008
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU0354030438

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).