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Brown Advisory US Equity Growth A USD

Ranked 77 out of 119 in - US over 12 months
All calculations are in EUR 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 in Norway View performance globally

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 77/119 Total Return
  • Rank 27/119 Standard Deviation
  • Rank 36/119 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.6% -1.3% 0.8%
2016 -1.2% -6.2% 2.0% 2.2% 1.2%
2015 17.8% 16.8% -3.1% -5.6% 10.2%
2014 19.7% -0.4% 2.2% 7.8% 9.1%
2013 22.1% 12.0% -0.5% 3.4% 5.9%
2012 12.9% 14.3% -3.5% 5.9% -3.4%
2011 1.7% -0.3% -1.6% -9.8% 14.9%
2010 1.9% 13.3%

Month by Month Performance

Returns Vs Risk

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 date29/06/2010
  • Share Class size31Mn
  • Base currencyUSD
  • ISIN IE00B0PVD642

Purchase Info

  • Min. initial investment8,500
  • Min. regular additional investment8,500

Charges

  • Annual management1.50%
  • Initial investment0

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