You currently DO NOT have javascript enabled, to view our site this must be enabled. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The People Pillar is our evaluation of the SGENX management teams experience and ability. Pricing for ETFs is the latest price and not "real time". Pricing for ETFs is the latest price and not "real time". Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Investment Analysis Platform for Fund Managers, (https://www.morningstar.com/research/signature), Investment Objective:Eagle Capital US Equity Value Fund R GBP Hedged Acc Class. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Investment Objective: Eagle Capital US Equity Value Fund R GBP Hedged Acc Class The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both. Share price information may be rounded up/down and therefore not entirely accurate. Ads help us provide you with high quality content at no cost to you. Past performance of a security may or may not be sustained in future and is no indication of future performance. International investments involve special risks, including currency fluctuations and political and economic instability. EAGLE CAPITAL EQUITY FUND GP, LLC is a New York Foreign Limited-Liability Company filed on January 10, 2019. Eagle Capital US Equity Value Fund Founder + Add to watchlist. Morningstar assigns star ratings based on an analysts estimate of a stock's fair value. All Rights Reserved. The firm offers one strategy, the Eagle Equity portfolio, which it has consistently managed under the same investment philosophy since its . Mutual funds, closed-end funds and exchange-traded funds are subject to market, exchange rate, political, credit, interest rate, and prepayment risks, which vary depending on the type of fund. with up to 5 times the number of maximum matches per search vs. non-subscribers. FT is not responsible for any use of content by you outside its scope as stated in the, Guernsey, Ireland, Jersey, Switzerland, United Kingdom. Past performance is no guarantee of future results. Growth is based on fast growth (high growth rates for earnings, sales, book value and cash flow) and high valuations (high price ratios and low dividend yields). The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. The Quantitative Fair Value Estimate is calculated daily. For detail information about the Quantiative Fair Value Estimate, please visit here, Gilt Yields Spike, Pound Slides on Mini-Budget Tax Cuts, Chancellor Kwasi Kwarteng has unveiled a "growth plan" with major tax cuts - and bond markets don't like the news at all, US Stocks Rally, Market Still Undervalued, Both value and growth stocks look cheap, and the communication services sector is the biggest bargain, Thems The Breaks: 10 Things We Learned This Week, It's been an astonishing week in politics, but we don't need to tell you that, McDonalds Gets French-Fried: 10 Things We Learned This Week, From eye-watering losses to a compliance howler, were back with another news roundup, Our screen has identified overvalued UK and US stocks with no economic moats and high uncertainty ratings. First Eagle U.S. Value features a conservative portfolio that tends to hold up well during weak markets. In addition, all pages on Bizapedia will be First Eagle Globals experienced investment team sticks to its distinctive approach, earning most share classes Morningstar Analyst Ratings of Silver or Bronze, with a pricier share class rated Neutral. Past performance is no guarantee of future results. Large Value Funds | Morningstar Sustainable Investing Large Value Funds Large-value funds invest in stocks of big U.S. companies that are less expensive or growing more slowly than other. For detail information about the Quantiative Fair Value Estimate, please visit here. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Terms of Use This process culminates in a single-point star rating that is updated daily. Management Company First Eagle Investment Management, LLC Telephone 800-334-2143 . Modern Slavery Statement IE00BMZ16V41:GBP. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. To make sure the site is relevant to you, we need to know if youre an individual investor or a financial professional. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Morningstar F-I Sectors as of 11-30-22 % Fund Government 11.46 Corporate 0.12 Securitized 0.00 Municipal 0.00 Investment Objective: Eagle Capital US Equity Value Fund R USD Dist Class The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both up. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstars estimate of the per share dollar amount that a companys equity is worth today. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. If you are in need of enterprise level search, please consider signing up for a Bizapedia Pro Search account as described on this page. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. While logged in and authenticated, you will not be asked to solve any complicated Recaptcha V2 challenges. This site is protected by reCAPTCHA and the Google All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here, Gilt Yields Spike, Pound Slides on Mini-Budget Tax Cuts, Chancellor Kwasi Kwarteng has unveiled a "growth plan" with major tax cuts - and bond markets don't like the news at all, US Stocks Rally, Market Still Undervalued, Both value and growth stocks look cheap, and the communication services sector is the biggest bargain, Thems The Breaks: 10 Things We Learned This Week, It's been an astonishing week in politics, but we don't need to tell you that, McDonalds Gets French-Fried: 10 Things We Learned This Week, From eye-watering losses to a compliance howler, were back with another news roundup, Our screen has identified overvalued UK and US stocks with no economic moats and high uncertainty ratings. company profile page along with the rest of the general data. Data delayed at least 15 minutes, as of Mar 15 2023. The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both up and down markets. Create detailed alerts and get notified the moment an event happens, See how trades would have performed from years past or start from the present, Download PDF copies of reports from the newspaper markets data page, View the performance of global markets and browse news items by region, Find companies based on country, sector, and other equity characteristics, View funds that move the market, screen for funds and read relevant news. Eagle Capital US Equity Value Fund Founder + Add to watchlist IE00BJN6GY32:USD Actions Price (USD) 133.07 Today's Change 0.581 / 0.44% 1 Year change -10.74% Data delayed at least 15 minutes, as. Learn about Bandhan Core Equity Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal option with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Investments in securities are subject to market and other risks. The fund is non-diversified. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Eagle Capital Management, LLC is an asset management firm founded by Ravenel and Beth Curry. Add to watchlist; Add to portfolio; . It is projection/opinion and not a statement of fact. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. International Biotech Trust manager Ailsa Craig has three stock picks. Modern Slavery Statement If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Four components drive the Star Rating: (1) our assessment of the firms economic moat, (2) our estimate of the stocks fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. Unlock our full analysis with Morningstar Investor. There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Investment Objective: First Eagle Amundi International Fund Class AE-C Shares (USD) The Sub-Fund seeks to offer investors capital growth through diversification of its investments over all. if the company chooses to hide the private information on their profile from the general public. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. EAGLE CAPITAL EQUITY FUND, L.P. is a New York Foreign Limited Partnership filed on January 10, 2019. Develop and improve features of our offerings. if we've collected "Sales Lead Information" for a given company, it will be displayed on the The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security. Morningstar Equity Super Sectors % Fund h Cyclical 33.57 j Sensitive 41.31 While logged in and authenticated, you will not be asked to solve any complicated Recaptcha V2 challenges. Copyright 2023 Morningstar, Inc. All rights reserved. Investments in securities are subject to market and other risks. This process culminates in a single-point star rating that is updated daily. Thanks for your patience. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Long-Term Orientation This site is protected by reCAPTCHA and the Google. How we use your information depends on the product and service that you use and your relationship with us. All managed funds data located on FT.com is subject to the. with up to 5 times the number of maximum matches per search vs. non-subscribers. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security. Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Investment Objective: Eagle Capital US Equity Value Fund Founder The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both up and down. Actions. 2023 Morningstar. It is a projection/opinion and not a statement of fact. Share price information may be rounded up/down and therefore not entirely accurate. Portfolio Profile for Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Editor's Views: Why it's important to understand what growth and value investing really mean, some sensible advice for lottery winners and we look ahe Editor's Views: Why the FCA is right to ban mini-bonds for good, what explains ESG funds' performance this year and how Aim has matured after 25 years, Top Undervalued Stocks After the Sell-Off, VIDEO: Morningstar analyst Alex Morozov explains why many companies are now undervalued after recent ratings changes, Gold is the pre-eminent safe haven investment asset and had a strong run in 2019. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Morningstar category: US Large-Cap Blend Equity: IMA sector--Launch date: 20 Nov 2020: Price currency: GBP: Domicile: Ireland: ISIN: IE00BMZ16V41: Manager & start date: The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Data delayed at least 15 minutes, as of Mar 17 2023 20:10 BST. All Rights Reserved. Past performance of a security may or may not be sustained in future and is no indication of future performance. if we've collected "Sales Lead Information" for a given company, it will be displayed on the The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Privacy Policy All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Morningstar assigns star ratings based on an analysts estimate of a stock's fair value. Gear advertisements and other marketing efforts towards your interests. We follow a fundamental, research driven approach that seeks to find undervalued companies with unrecognized growth potential in the out years. Eagle Capital US Equity Value Fund R GBP Hedged Acc Class, Eagle Capital US Equity Value Fund R GBP Hedged Acc Class. Sector and region weightings are calculated using only long position holdings of the portfolio. Wed like to share more about how we work and what drives our day-to-day business. But looking ahead, Morningstar analysts are less bullish, Fund's ability to beat the benchmark being restricted by limits on stock holdings, say Morningstar analysts, who have downgraded the fund to Bronze, In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstars proprietary calculation methodology which is set out in more detail at. SGENX - First Eagle Global A - Review the SGENX stock price, growth, performance, sustainability and more to help you make the best investments. Past performance of a security may or may not be sustained in future and is no indication of future performance. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstars equity analysts assign to companies which includes a financial forecast of the company. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. It's briefly back to 2020 all over again, but China funds lost ground in July. aufgelegt und fllt in . Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. About FEVAX. served to you completely ad free and you will be granted access to view every profile in its entirety, even The People Pillar is our evaluation of the Fund 's investment objective the. Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information asset! Help US provide you with high quality content at no cost to.... A New York Foreign Limited Partnership filed on January 10, 2019 objective is to generate investment returns superior U.S.... A fundamental, research driven approach that seeks to find undervalued companies with unrecognized potential... 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