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Alma Hotchkis & Wiley US Large Cap Value Equity I

Ranked 164 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

George Davis

Scott McBride

Patrick Meegan

US-born Patrick Meegan is a portfolio manager at Hotchkis & Wiley Capital Management. He joined the group in 1998 and runs equity and fixed income funds. Before joining Hotchkis & Wiley Patrick was an audit manager at Arthur Andersen. He has a BA in business from California State University, Fullerton and an MBA from the Anderson School at UCLA. Currently based in Los Angeles, Patrick enjoys golf in his spare time.

Judd Peters

Objective

The investment objective of the Sub-Fund is to seek long-term capital appreciation. The Sub-Fund intends to invest its assets principally in equity securities of large capitalisation U.S. companies or non U.S. companies whose shares trade on a U.S. exchange or that the Investment Manager determines are otherwise actively traded in the U.S., including in the form of American Depositary Receipts (ADRs), American Depositary Shares (ADSs) and Global Depositary Receipts.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 164/867 Total Return
  • Rank 816/867 Standard Deviation
  • Rank 426/867 Max Drawdown
Fund Name Currency Return
162 United US Equity Value Pool Class W USD

17.4%

163 RBC QUBE Low Volatility U.S. Eq Curr Neut A USD

17.4%

164 Purpose Best Ideas Series F

Currency exposure is hedged

Currency exposure is hedged

CAD

17.4%

164 Alma Hotchkis & Wiley US Large Cap Value Equity I USD

17.4%

166 SIG Lyrical I USD USD

17.4%

166 SNS Amerika Aandelenfonds USD

17.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 3.4%
2016 19.2% 0.8% 1.4% 6.0% 10.0%
2015 -8.5% -0.2% 0.9% -11.2% 2.4%
2014 3.1% 0.2% -4.5% 2.8% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date31/10/2013
  • Share Class size106Mn
  • Base currencyUSD
  • ISIN LU0963547111

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment1,000

Charges

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