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Brown Advisory US Equity Growth B USD Dist

Ranked 159 out of 1857 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 : 30/11/2016 - 30/11/2017
  • Rank 159/1857 Total Return
  • Rank 1646/1857 Standard Deviation
  • Rank 1074/1857 Max Drawdown
Fund Name Currency Return
157 UBS (Lux) Eq S - USA Growth (USD) P-acc USD

30.4%

158 Alger SICAV-The Alger American Asset Growth A US USD

30.4%

159 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

30.4%

160 T Rowe US Blue Chip Equity A USD USD

30.4%

161 Goldman Sachs Large Cap Growth Insights Fund;Inst USD

30.3%

Fund Name Currency Loss
1074 HSBC MERIT US Equity Inst A Acc USD

-0.9%

1074 BMO US Equity Series A USD

-0.9%

1074 Danske Invest USA - Akk klasse DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.9%

1074 Nuveen Large Cap Core Fund;I USD

-0.9%

1074 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

1074 PF Main Street Core Fund;P USD

-0.9%

1074 Deka-USA Aktien Spezial CF USD

-0.9%

1074 Arca Azioni America USD

-0.9%

1074 Goldman Sachs Capital Growth Fund;A USD

-0.9%

1074 GuideStone Value Equity Fund;Inv USD

-0.9%

1074 Oppenheimer Main Street Fund;A USD

-0.9%

1074 Alger Responsible Investing Fund;A USD

-0.9%

1074 Allianz Amerika Aandelen Fonds USD

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.3% 5.4% 4.7%
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

31/07/2017

Top 10 Holdings

Stock Size
Visa Inc ORD 4.68
Facebook Inc ORD 4.61
Adobe Systems Inc ORD 4.02
PayPal Holdings Inc ORD 4.01
Amazon.com Inc ORD 4.00
USD Cash 3.83
Zoetis Inc ORD 3.71
Amphenol Corp ORD 3.68
Danaher Corp ORD 3.65
Intuitive Surgical Inc ORD 3.58
31/07/2017

Registered For Sale In

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

Fund Info

  • Launch date02/11/2009
  • Share Class size149Mn
  • 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).