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Global large-cap growth equity funds with the most inflows

The analysis is based on global fund flows experienced by funds available for sale globally.

In this gallery, we examine the top global large-cap growth equity funds that saw the most net inflows in September 2020. 

The analysis is based on global fund flows experienced by funds available for sale globally. All flow figures are in US dollars.

Source: Morningstar & Citywire Investment Research

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In this gallery, we examine the top global large-cap growth equity funds that saw the most net inflows in September 2020. 

The analysis is based on global fund flows experienced by funds available for sale globally. All flow figures are in US dollars.

Source: Morningstar & Citywire Investment Research

Investors injected a cumulative $2.1bn into the MS INVF global brands fund since the beginning of 2020.

The $18.8bn fund has the largest weight to the consumer defensive (28.4%), healthcare (23.9%), and technology (23.2%) sectors. In comparison, the MSCI ACWI growth NR USD index has 7.3%, 13.6%, and 29.3% allocated to the respective sectors.

Net inflows into the Robeco global consumer trends fund reached its year-to-date peak in September, where investors pumped in $391.4m into the fund, extending its inflow streak to the 18th month running.

The fund has 31 holdings in its portfolio with a fund size of $7bn as of end September 2020. The fund is managed by AAA-rated duo Jack Neele and Richard Speetjens.

The MS INVF global opportunity fund took in $402.3m this September.

The fund has been raking in a six-month average of $195.7m from September 2019 to February 2020 before seeing a net outflow of $74.5m in March. Net new money into the fund resumed in April with the fund taking in a monthly average of $441.9m from April to September 2020.

The Baillie Gifford worldwide long term global growth fund gathered $469.1m in the month of September, its largest bout of inflows for year-to-date.

The fund is managed by AAA-rated duo Tom Slater and Mark Urquhart. Both Slater and Urquhart have been managing the fund since its inception in August 2016.

They were initially joined by managers James Anderson and John MacDougall during fund’s inception. MacDougall left the fund in September 2019 while Anderson departed in May 2020, leaving Slater and Urquhart at the helm of the fund.




 

Investors pumped $1.7bn into the Capital Group new perspective fund this September, its highest bout of net inflows since its inception in December 2015.

As of end September, the global equity fund is most overweight in financial services (+6.4%) and most underweight in the technology sector (-9.8%) as compared to the MSCI ACWI growth NR USD index.

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