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

Ranked 20 out of 882 in - US over 12 months
All calculations are in USD 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 globally. You can view performance in individual jurisdictions.

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.7% 8.1% 5.5%
2016 -1.6% -5.0% 1.9% 3.8% -2.1%
2015 4.0% 2.7% -0.7% -5.8% 8.2%
2014 5.2% -2.2% 4.7% -1.2% 4.0%
2013 39.0% 12.2% 1.2% 10.0% 11.2%
2012 17.5% 18.3% -5.3% 6.6% -1.6%
2011 -5.2% 4.8% -1.9% -15.3% 9.0%
2010 16.6% 3.2% -12.7% 17.1% 10.5%
2009 32.8% -2.3% 12.7% 11.9% 7.7%
2008 -25.3% -23.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 6.62
Alphabet Inc ORD 5.25
Visa Inc ORD 4.92
UnitedHealth Group Inc ORD 4.92
Microsoft Corp ORD 4.28
Home Depot Inc ORD 4.14
USD Cash 3.61
Facebook Inc ORD 3.50
Waste Connections Inc ORD 3.41
Celgene Corp ORD 3.23
31/07/2017

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 size02Mn
  • Base currencyUSD
  • ISIN LU0354030438

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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