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

Ranked 42 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Joseph M. Eberhardy

Thomas Ognar

Thomas Ognar was born in the early seventies in the USA. He studied finance at Miami University and the University of Wisconsin gaining a BA and an MSc from each respectively. He started his career as a trader at Republic Securities before joining M&I Investment Management as an analyst. In 1998 he joined Strong Capital Management where he was a portfolio manager for seven years before joining Wells Fargo where he currently runs US equity funds. Outside of fund management he likes to unwind by fishing and playing golf.

Bruce Olson

Currently based in Milwaukee in the United States of America, Bruce Olson is a senior portfolio manager at Wells Capital Management. Bruce joined the company in 2005. He runs the Wells Fargo US Premier Growth Fund and co-manages the Well Fargo US All Cap Growth Fund, and also runs institutional mandates using a growth-focused investment style. Bruce is a Chartered Financial Analyst and has a BA in Finance and History. In his spare time he travels, plays golf and enjoys shooting and skiing.

Objective

The fund seeks long-term capital appreciation by principally investing in equity securities of US companies of any size that the managers believe have prospects for robust and sustainable growth of revenue and earnings.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 5.5% 6.6%
2016 -1.5% -5.8% 3.1% 5.8% -4.2%
2015 2.0% 4.6% 0.4% -8.7% 6.3%
2014 3.3% -2.0% 1.8% -0.9% 4.5%
2013 31.9% 6.6% 1.8% 13.2% 7.4%
2012 16.5% 19.0% -6.5% 7.1% -2.3%
2011 8.4% 14.5% 0.0% -14.0% 10.1%
2010 24.4% 5.2% -8.1% 13.2% 13.6%
2009 46.0% -2.9% 19.1% 14.5% 10.3%
2008 -16.0% -21.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Facebook Inc ORD 6.59
Alphabet Inc ORD 5.91
Amazon.com Inc ORD 5.11
Microchip Technology Inc ORD 3.13
Visa Inc ORD 3.04
Apple Inc ORD 2.82
Microsoft Corp ORD 2.49
Mastercard Inc ORD 2.46
Marketaxess Holdings Inc ORD 2.44
Burlington Stores Inc ORD 2.25
31/07/2017

Registered For Sale In

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

Fund Info

  • Launch date02/05/2008
  • Share Class size102Mn
  • Base currencyUSD
  • ISIN LU0353189680

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment0

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