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Brown Advisory US Equity Growth B USD Dist

Ranked 174 out of 1890 in - North America over 12 months
All calculations are in USD unless stated

Managed by

Kenneth M. Stuzin

Kenneth M. Stuzin graduated from Columbia University with a MBA. He is currently a partner at Brown Advisory where he is responsible for managing large cap growth portfolios and is an equity research analyst. Prior to this he was a vice president and portfolio manager at JP Morgan Asset Management where he was a large cap portfolio manager. Before this he was a quantitative portfolio strategist. Kenneth is a CFA Charterholder.

Objective

The Fund aims to achieve capital appreciation by investing in medium and large-sized companies listed or traded on US markets and exchanges, generally whose total market values are above USD 2 billion and that have demonstrated an above-average rate of earnings growth over the last few years with prospects for above-average, sustainable growth in the future.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

North America over : 30/04/2015 - 30/04/2016
  • Rank 174/1890 Total Return
  • Rank 889/1890 Standard Deviation
  • Rank 412/1890 Max Drawdown
Fund Name Currency Return
172 Columbia Contrarian Core Fund;Z USD

1.7%

173 Fidelity Strategic Dividend & Income Fund USD

1.7%

174 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

1.7%

175 John Hancock US Global Leaders Growth Fund;A USD

1.7%

175 Franklin US Rising Dividends Series F USD

1.7%

Fund Name Currency Risk
889 First Investors Growth & Income Fund;A USD

15.4

889 American Funds Fundamental Investors Inc;A USD

15.4

889 LGT Select Equity North America (USD) B USD

15.4

889 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

15.4

Fund Name Currency Loss
411 Brown Advisory Growth Equity Fund;Investor USD

-9.5%

412 Aviva Amerique USD

-9.5%

412 Madison Large Cap Value Fund;A USD

-9.5%

412 Multifondo America A, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.5%

412 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-9.5%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.5%
2015 6.5% 3.9% 0.7% -5.2% 7.4%
2014 5.9% -0.2% 1.7% -0.3% 4.7%
2013 28.6% 9.3% 0.9% 7.9% 8.1%
2012 15.5% 17.5% -7.9% 7.6% -0.9%
2011 -0.8% 5.8% 0.7% -16.4% 11.4%
2010 23.8% 5.9% -7.9% 13.7% 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2015

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.73
Visa Inc ORD 4.65
Facebook Inc ORD 4.35
Starbucks Corp ORD 4.20
USD Cash 4.18
Express Scripts Holding Co ORD 3.62
TripAdvisor Inc ORD 3.57
Danaher Corp ORD 3.53
Estee Lauder Companies Inc ORD 3.49
Costco Wholesale Corp ORD 3.42
31/12/2015

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date02/11/2009
  • Share Class size318Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).