SUGCX — Pioneer Global Sustainable Growth Fund
Data updated: 2025-02-26
SUGCX — Pioneer Global Sustainable Growth Fund. Global (incl. US) Large Cap Blend / Core Thematic Equity. Holdings, fees, performance and SEC filings.
SUGCX Fund Overview
SUGCX — Pioneer Global Sustainable Growth Fund is a US mutual fund managed by Pioneer Series Trust XIV, categorised as Global (incl. US) Large Cap Blend / Core Thematic Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Pioneer Series Trust XIV
- Category: Global (incl. US) Large Cap Blend / Core Thematic Equity
- Assets under management: $2.87M
- 1-year return: 10.5%
- Ticker: SUGCX
- SEC CIK: 0001077452
- SEC series ID: S000071518
- Share class ID: C000226809
SUGCX Holdings
Top 10 holdings of Pioneer Global Sustainable Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Amazon.com Inc | 6.84% |
| Alphabet Inc | 5.73% |
| Microsoft Corp | 4.59% |
| Apple Inc | 3.78% |
| Mastercard Inc | 3.44% |
| Tsmc | 3.41% |
| Relx PLC | 3.34% |
| Progressive Corp/The | 2.99% |
| Advanced Micro Devices Inc | 2.74% |
| FinecoBank Banca Fineco SpA | 2.67% |
SUGCX Portfolio Allocation
Asset-class allocation of Pioneer Global Sustainable Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.4% |
| Fixed Income | 1.7% |
SUGCX Performance
Total returns for SUGCX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 10.5% |
| 3 years (annualised) | 4.1% |
SUGCX Risk Information
Risk metrics for SUGCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.9%
SUGCX Costs and Fees
SUGCX costs about $175 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.75%
- Gross expense ratio: 7.69%
- Portfolio turnover: 21%
- Brokerage commissions: 3.25 bps of average net assets (SEC N-CEN)
SUGCX Cashflows
Over the 12 months to 2024-12, Pioneer Global Sustainable Growth Fund had net outflows of $18.53K, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2024-12 | −$4.10K |
| 2024-11 | $11.33K |
| 2024-10 | −$28 |
| 2024-09 | $1.77K |
| 2024-08 | $1.23K |
| 2024-07 | $8.75K |
SUGCX Debt Constituents
Largest debt holdings of Pioneer Global Sustainable Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| Treasury Bill | 1.74% |
SUGCX Prospectus and SEC Filings
Official Pioneer Global Sustainable Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-01-28
- Prospectus (485BPOS) — filed 2023-01-26
- Prospectus supplement (497) — filed 2024-04-01
- Portfolio holdings (N-PORT) — filed 2025-02-26
- Portfolio holdings (N-PORT) — filed 2024-11-21
- Portfolio holdings (N-PORT) — filed 2024-08-23
- Annual census (N-CEN) — filed 2024-12-13
- Annual census (N-CEN) — filed 2023-12-12
Related Funds
Other Global (incl. US) Large Cap Blend / Core Thematic Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.