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Majedie Asset Management US Equity Z Acc USD

Ranked 1101 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Managed by

Adrian Brass

Adrian Brass is a fund manager and analyst with 21 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a fund manager at Fidelity, where he managed US equity funds including the America Fund for six years, prior to this he managed a global consumer sector fund from 2006. He also managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he started his career in 1995 and was a UK and then pan-European analyst. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.

Objective

The fund seeks to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 1101/1851 Total Return
  • Rank 1002/1851 Standard Deviation
  • Rank 621/1851 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.0% 4.3%
2016 5.1% -0.5% -0.7% 1.6% 4.7%
2015 0.8% 2.3% 2.6% -8.3% 4.8%
2014 2.3% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date26/06/2014
  • Base currencyUSD
  • ISIN IE00BNGWY190

Purchase Info

  • Min. initial investment160,000
  • Min. regular additional investment8,000

Charges

  • Annual management0.75%
  • Initial investment0

Related News

US veteran Brass wrestles with unlikely contrarian call

Former star manager locks in to a leading light in an unloved sector.

French selector makes short work of fading Trump trade

OFI AM's Frédéric Cohen isn’t as bullish as many on the US outlook but he’s not drawing in his horns entirely.

How to gain an edge in US equity: what investors need to know

In the second of a two part piece focused on the asset class, Citywire Selector asks top talent how to tap into one of the most world-renowned market.

Three things investors need to know about the US retail shift

Department stores’ sluggish sales figures indicate a wider change in habits, according to Citywire A-rated Adrian Brass.

Equity star taps beaten-up bets as ICE comes in from the cold

Citywire AA-rated Adrian Brass uses market weakness to bolster positions in previously no-go zones for US fund.

Time to hold ‘em: US equity star Brass bets on poker revival

The Citywire AA-rated fund manager has bought into the owners of one of the biggest online players with an eye on investor interest returning.

AA-rated Brass: the unloved telecom stock I'm betting on

The Citywire AA-rated manager reveals which company he's backing in the crowed telecommunications field.

Majedie star Brass: my top ‘neglected’ bets in US equity

The Citywire AA-rated manager reveals why he has built up his overweight in banks and what other overlooked areas investors should focus on.

TV revolution leads US equity star to ditch traditional bets

Increased influence of online providers has led Citywire A-rated Adrian Brass to appraise all traditionally-placed positions.

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