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Renaissance US Equity Class A

Ranked 282 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Adrian Banner

Adrian Banner, Ph.D., is chief executive officer and chief investment officer at INTECH. Dr. Banner was named chief executive officer in November 2012 and concurrently is the firm’s chief investment officer, a position he has held since January 2012, having joined INTECH in August 2002. Dr. Banner earned his Ph.D. in mathematics from Princeton University and his M.Sc. and B.Sc., also in mathematics, from the University of New South Wales, Australia.

Joseph Runnels

Joseph Runnels, CFA, is vice president, portfolio management at INTECH. Runnels joined INTECH in June 1998 from QED Information Systems, a software development company providing portfolio management and investment accounting systems. Runnels spent six years prior to that in portfolio management for the Tennessee Consolidated Retirement System in their fixed income investment division. Runnels holds a B.S. in Business Administration from Murray State University and has earned the right to use the Chartered Financial Analyst designation. Runnels has 25 years of investment experience.

Objective

To seek long-term capital growth by investing primarily in equity securities of companies listed on major U.S. exchanges and/or domiciled primarily in the United States. We will not change the Funds fundamental investment objectives without the consent of unitholders by a majority of votes cast at a meeting of unitholders.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 282/867 Total Return
  • Rank 195/867 Standard Deviation
  • Rank 324/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 3.7%
2016 7.6% 1.7% 0.7% 2.6% 2.4%
2015 -0.8% 1.4% -1.4% -6.5% 6.1%
2014 10.9% 1.7% 4.3% 0.2% 4.3%
2013 31.3% 10.7% 1.7% 6.1% 9.9%
2012 12.5% 10.9% -3.5% 5.9% -0.8%
2011 3.3% 6.1% 1.5% -13.5% 11.0%
2010 13.3% 5.0% -11.1% 11.1% 9.2%
2009 22.8% -11.7% 15.0% 14.4% 5.8%
2008 -42.0% -10.2% -0.9% -10.4% -27.3%
2007 4.3% 1.4% 5.8% 1.1% -3.7%
2006 11.7% 4.4% -3.0% 3.8% 6.3%
2005 3.1% -3.7% 1.3% 3.8% 1.9%
2004 10.8% 1.5% 1.4% -2.7% 10.6%
2003 29.3% -3.3% 15.5% 3.5% 11.8%
2002 -23.5% 0.3% -14.5% -17.7% 8.3%
2001 -19.4% -18.6% 12.4% -21.8% 12.7%
2000 -13.2% 5.2% -6.8% -1.0% -10.6%
1999 29.8% 4.0% 10.6% -5.1% 18.9%
1998 19.6% 13.6% -1.3% -13.1% 22.8%
1997 20.0% -0.9% 15.6% 8.4% -3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date25/10/1996
  • Share Class size47Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Annual management1.50%

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