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Brown Advisory US Equity Growth B USD Dist

Ranked 242 out of 1883 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 : 31/03/2015 - 31/03/2016
  • Rank 242/1883 Total Return
  • Rank 901/1883 Standard Deviation
  • Rank 406/1883 Max Drawdown
Fund Name Currency Return
242 IA Clarington Focused U.S. Equity Class Series A USD

1.1%

242 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

1.1%

244 SEI Inst Inv Large Cap Disciplined Equity Fund;A USD

1.1%

Fund Name Currency Risk
901 NB Bolsa USA Seleccion, FI USD

15.4

901 WP Stewart Holdings USD USD

15.4

901 Dreyfus Growth & Income Fund USD

15.4

901 T Rowe Price Spectrum Growth Fund USD

15.4

901 BlackRock Flexible Equity Fund;Inv A USD

15.4

901 LGT Select Equity North America (USD) B USD

15.4

901 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

15.4

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

-9.5%

406 Aviva Amerique USD

-9.5%

406 Madison Large Cap Value Fund;A USD

-9.5%

406 Multifondo America A, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.5%

406 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 size323Mn
  • 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).