Figure 2.below illustrates almost 100 years of performance in the US, of stocks valued in the lowest quintile, compared to those in the highest. The dominance of ‘Expensive’ since the GFC mirrors the recent dominance of ‘Growth’ in the UK. But the lesson from history is clear: in the...
Morningstar category US Large-Cap Growth Equity Launch date 10 Jul 2023 Price currency USD Domicile Ireland ISIN IE000L2SA8K5 Pricing frequency Daily Fund size 128.14m GBPAs of Jan 31 2025 Share class size 128.14m GBPAs of Jan 31 2025 Ongoing charge 0.20% Initial charge -- Max annual charg...