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BROWN ADVISORY US EQUITY GROWTH GBP A

Bestinvest LogoA focused large cap US equity portfolio of 30-40 large- & mid-cap holdings

PRICE (INC)

1000p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1.25%

ONGOING CHARGE

1.5%

YIELD

0.2%

1 YEAR
-
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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.

The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities. The Fund aims to achieve its investment objective by investing in medium- and large-sized companies that have high, sustainable earnings prospects along with attractive valuations and which are listed or traded on the U.S. markets and exchanges listed in Appendix I of the Prospectus. The Fund may also invest in U.S. Rule 144A Securities, American and Global Depositary Receipts, U.S. treasury bills, fixed and/or floating rate U.S. government securities and ancillary liquid assets subject to the limits set out in the Prospectus.

Fund summary

Sector
StructureX-OFFSHORE FUND
LaunchedNovember 2009
Size£236m
Yield0.2%
Dividends paidNovember

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.25%
Ongoing Charges Figure1.5%

Investment Process

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