Cap Growth ESG Fund Class C USD

Overview

Fund classes:
Nuveen Winslow U.S. Large-Cap Growth ESG Fund Class C USD
$115.27 Price
$-0.02
-0.02%
Today's Change
ISIN IE00B3PQ8N28
Share Class Accumulation
Ongoing Charge 1.95%
Annual Management Charge 1.7%

The objective of the Fund is to grow the value of your investment over the long term. The Fund invests primarily in shares of larger U.S. companies that the sub investment manager of the Fund believes have strong growth potential based on certain characteristics. Such characteristics may include participation in an industry with growth potential, leading or gaining market share, competitive advantage and demonstration of sustainable environmental, social and governance criteria. The Fund expects to invest primarily in the shares of companies located or listed for trading in the United States that have a market-cap (company size) of 4 billion U.S. Dollars or greater. Up to 20% of the assets of the Fund may be invested in shares of non-U.S. companies, including companies located in emerging markets. The Fund is actively managed and uses the Russell 1000 Growth Index (USD) (the "Benchmark") for performance comparison purposes. While a proportion of the Fund’s assets may from time to time be components of and have similar weightings to the Benchmark, the Sub Investment Manager has discretion in the selection of investments for the Fund and may invest in securities that are not included in the Benchmark. In addition, the Benchmark employs different investment guidelines and criteria than the Fund. As a result, the holdings in the Fund may differ significantly from the assets that comprise the Benchmark and the volatility of the Benchmark presented may be materially different from that of the performance of the Fund. The Fund may invest in financial derivative instruments ("FDI"), which are financial instruments linked to the value of underlying assets. FDI may be used for, e.g., managing the Fund's exposure to foreign currencies, reducing risk, managing the Fund more efficiently and to achieve profit. At times, the Fund may invest in cash and instruments that can be readily converted into cash. Any income the Fund generates will be reinvested to grow the value of your investment. You may purchase or sell shares of the Fund on days on which both the New York Stock Exchange and retail banks in Ireland are open for business, subject to certain cut-off times. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years. For more information about the investment policy, see "Investment Objective and Policies" in the Company's prospectus available at www.nuveen.com/ucits.

Performance

Price and Net Asset Value breakdown

Midprice $115.27
Change on Day $-0.02
Change on Day % -0.02%
52 week high $120.29
52 week low $92.87
Fund currency USD
Date updated 16 January 2025

Fund details

Fund Type Open Ended Investment Company
Unit Type Accumulation
Standard initial Charge -
Annual Management Charge 1.7%
Dividend Frequency -
Latest Distribution Info -

Fund manager information

Fund Manager Company Nuveen

Fund manager biographies

Name Patrick Burton
Since 31 December 2010
Bio Pat Burton is a Portfolio Manager for the suite of U.S. Large Cap Growth Strategies with responsibilities in portfolio construction and stock selection. He also serves as a senior Information Technology sector specialist and leverages his expertise in analyzing both potential technology investments and trends within the ever-changing technology landscape. Pat is a member of Winslow Capital’s Executive Committee and Management Committee. Pat joined Winslow Capital in 2010 as a Managing Director/ Analyst responsible for the Technology sector. Prior to that, he was Senior Equity Research Analyst for Thrivent Asset Management in Minneapolis. He also served as a Managing Director for Citigroup Investments.
Name Justin Kelly
Since 31 December 2010
Bio As Chief Investment Officer, Justin Kelly ensures the Winslow Capital growth equity process is fully executed by all Portfolio Managers and Analysts. Further, he sets the macroeconomic framework and investment roadmaps for all of Winslow Capital’s products. On the U.S. Large Cap Growth Strategies, he is responsible for portfolio construction and operates as a Portfolio Manager. Justin is a member of Winslow Capital’s Executive Committee and Management Committee. Justin joined Winslow Capital in 1999 as Managing Director responsible for research and portfolio management. Prior to that, he was co-head of the technology research team at Investment Advisers, Inc. in Minneapolis. He also served as an Investment Banker in New York City for Prudential Securities and Salomon Brothers.
View all manager information