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Majedie Asset Management US Equity Z Acc USD

Ranked 389 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Adrian Brass

Adrian Brass is a fund manager and analyst with 21 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a fund manager at Fidelity, where he managed US equity funds including the America Fund for six years, prior to this he managed a global consumer sector fund from 2006. He also managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he started his career in 1995 and was a UK and then pan-European analyst. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.

Objective

The fund seeks to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities.

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

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.0%
2016 5.1% -0.5% -0.7% 1.6% 4.7%
2015 0.8% 2.3% 2.6% -8.3% 4.8%
2014 2.3% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date26/06/2014
  • Base currencyUSD
  • ISIN IE00BNGWY190

Purchase Info

  • Min. initial investment160,000
  • Min. regular additional investment8,000

Charges

  • Annual management0.75%
  • 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).