About ZGFIX
The American Beacon Ninety One Global Franchise Fund R5 is a mutual fund designed to provide investors with access to high-quality, globally diversified companies recognized for their enduring competitive advantages and strong global brands. As a global large-cap growth fund, its primary objective is long-term capital appreciation, primarily through investments in equity securities of large, established companies across both developed and emerging markets. The fund employs a concentrated portfolio approach, typically holding fewer stocks than a more diversified fund, with the top ten holdings accounting for over half of total assets. This focus allows the fund to target businesses with robust cash flow generation, disciplined capital allocation, and resilient market positions, particularly within sectors such as technology, consumer defensive, financial services, and healthcare. The fund integrates environmental, social, and governance (ESG) considerations into its investment process, reflecting a commitment to sustainable business practices. American Beacon Advisors serves as the investment advisor, while Ninety One operates as the sub-advisor, combining global research expertise with a disciplined, fundamental approach to stock selection. This fund appeals to investors seeking exposure to global equity markets through a strategy centered on quality and franchise strength.
Fund Family American Beacon
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol ZGFIX
Share Class R5 Class
Index MSCI AC World NR USD
ZGFIX had a total return of -0.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.84%.
