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Brown Advisory US Equity Growth USD B Dist

Ranked 359 out of 1915 in - North America over 12 months
All calculations are in USD

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 : 31/07/2014 - 31/07/2015
  • Rank 359/1915 Total Return
  • Rank 1240/1915 Standard Deviation
  • Rank 427/1915 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 3.9% 0.7%
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

31/12/2014

Top 10 Holdings

Stock Size
Express Scripts Holding Co ORD 4.89
Visa Inc ORD 4.62
Charles Schwab Corp ORD 4.60
Intuitive Surgical Inc ORD 4.12
Whole Foods Mrkt ORD 4.01
Starbucks Corp ORD 3.81
Danaher Corp ORD 3.72
Stericycle Inc ORD 3.68
Mead Johnson Nutrition Co ORD 3.65
Apple Inc ORD 3.61
31/12/2014

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 size444Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. additional investment3Mn

Charges

  • Annual management0.8%
  • Initial investment0

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