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Brown Advisory US Equity Growth B USD Dist

Ranked 1607 out of 1856 in - US 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

US over : 30/04/2016 - 30/04/2017
  • Rank 1607/1856 Total Return
  • Rank 1403/1856 Standard Deviation
  • Rank 1738/1856 Max Drawdown
Fund Name Currency Return
1607 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

10.8%

1608 Weitz Partners Value Fund;Investor USD

10.8%

1608 Fidelity American Disciplined Equity Cl Srs B USD

10.8%

Fund Name Currency Risk
1403 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

9.0

1403 Invesco Summit Fund;P USD

9.0

1405 Bretton Fund USD

9.0

1405 Artemis US Select I GBP Acc USD

9.0

1405 Aberdeen Northern American Equity Enhncd B Acc USD

9.0

1405 Neuberger Berman Large Cap Value Fund;Investor USD

9.0

1405 Rock Oak Core Growth Fund USD

9.0

Fund Name Currency Loss
1736 US Opera C USD

-5.3%

1737 Tocqueville Value Amerique P USD

-5.3%

1738 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-5.4%

1738 Summit Global Investments US Low Volatility Eq;I USD

-5.4%

1740 CS (Lux) USA Value Equity Fund B USD USD

-5.4%

1740 TIAA-CREF Mid-Cap Growth Fund;Institutional USD

-5.4%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 9.3%
2016 -3.4% -1.5% -0.5% 3.6% -4.9%
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

31/03/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.73
Visa Inc ORD 4.69
Facebook Inc ORD 4.18
Adobe Systems Inc ORD 3.84
Danaher Corp ORD 3.81
Amphenol Corp ORD 3.68
Ecolab Inc ORD 3.62
Costco Wholesale Corp ORD 3.61
Intuitive Surgical Inc ORD 3.57
Roper Technologies Inc ORD 3.36
31/03/2017

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 size152Mn
  • 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).