BROWN ADVISORY US EQUITY GROWTH GBP A
A focused large cap US equity portfolio of 30-40 large- & mid-cap holdings
ANNUAL MANAGEMENT CHARGE
Prices as at 31 May 2018.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||1.25%|
|Ongoing Charges Figure||1.5%|
The fund is relatively focused and stocks are selected on the basis of extensive fundamental research. Suitable investment opportunities must have over $2bn market capitalisation, at least 14% growth rate and display core competitive advantages. Subsequently more detailed analysis is used to identify the most attractive investments. A growth rate of 14% based on cyclical performance would not be considered suitable. Sell side discipline is also maintained by setting up and downside targets.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning