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Guardian US Equity Series I

Ranked 191 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Srikanth Iyer

Srikanth Iyer joined Guardian Capital in 2001 to help lead the development and implementation of their proprietary systematic equity portfolio management strategy. Prior to joining Guardian, Srikanth was with Global Value Investors in Princeton, New Jersey responsible for a variety of portfolio management and financial engineering roles. Srikanth graduated with a Bachelor of Commerce from the University of Bombay in 1989, earned his Chartered Cost and Works Accountant (India) designation in 1990 and his MBA (Applied Finance) from Rutgers Graduate School of Management in 1994.

Objective

The primary objective of the Fund is the achievement of long-term growth of capital primarily through investment in equity and equity-related securities of issuers whose principal business operations are located in the United States. The Fund invests primarily in U.S. exchange-listed securities.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 2.7% 6.0%
2016 8.5% -0.5% 0.6% 3.8% 4.5%
2015 1.8% 3.9% -0.6% -7.6% 6.7%
2014 20.4% 4.1% 5.1% 0.0% 10.0%
2013 27.6% 9.5% 0.6% 6.4% 8.9%
2012 10.8% 12.4% -6.1% 7.8% -2.5%
2011 -1.8% -14.1% 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date29/03/2011
  • Share Class size16Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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