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Brown Advisory US Equity Growth B USD Dist

Ranked 1211 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 : 31/08/2015 - 31/08/2016
  • Rank 1211/1890 Total Return
  • Rank 1000/1890 Standard Deviation
  • Rank 999/1890 Max Drawdown
Fund Name Currency Return
1211 Alger Capital Appreciation Focus Fund;I USD

5.8%

1211 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

5.8%

1211 NexGen US Growth Tax Managed ROC USD

5.8%

Fund Name Currency Risk
1000 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

14.5

1000 Alpha Cosmos Stars USA Equities FoFs USD

14.5

1000 Putnam Multi-Cap Core Fund;Y USD

14.5

1000 Threadneedle US Equity Income L Net Inc USD

14.5

Fund Name Currency Loss
999 JPMorgan Tax Aware Equity Fund;Inst USD

-9.5%

999 American Century Legacy Large Cap Fund;Investor USD

-9.5%

999 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-9.5%

999 Actinver US SA de CV SIRV B USD

-9.5%

999 Fidelity Advisor Series Equity Growth Fund USD

-9.5%

999 AXA FRM US Select Growth A Dis USD USD

-9.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.5% -0.5%
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

30/06/2016

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.79
Visa Inc ORD 4.43
Facebook Inc ORD 4.37
Starbucks Corp ORD 4.09
Danaher Corp ORD 4.07
Costco Wholesale Corp ORD 3.81
Bristol-Myers Squibb Co ORD 3.71
Intuitive Surgical Inc ORD 3.58
Estee Lauder Companies Inc ORD 3.57
Ecolab Inc ORD 3.47
30/06/2016

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 size268Mn
  • 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).