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Brown Advisory US Equity Growth B USD Dist

Ranked 8 out of 120 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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.6%
2017 14.3% 7.8% -1.1% 1.0% 6.2%
2016 -0.5% -6.1% 2.1% 2.4% 1.3%
2015 18.7% 17.0% -2.9% -5.4% 10.4%
2014 20.6% -0.2% 2.4% 8.0% 9.3%
2013 23.1% 12.2% -0.3% 3.7% 6.2%
2012 13.7% 14.5% -3.3% 6.2% -3.3%
2011 2.5% 0.0% -1.4% -9.6% 15.1%
2010 32.4% 12.3% 1.8% 2.0% 13.6%

Month by Month Performance

Returns Vs Risk

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. United Kingdom

Fund Info

  • Launch date02/11/2009
  • Share Class size155Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • 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).