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WP Stewart Holdings USD

Ranked 262 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Mark Phelps

Mark Phelps brings military precision to his investment management strategies having completed graduate training at Sandhurst and having served in the armed forces for three years between 1981 and 1984. He joined W.P. Stewart in February 2005 and is currently an analyst/ portfolio manager and became managing director of Global Investments in 2007. He has over two decades of experience in investment research and portfolio management. Prior to joining W.P Stewart he held senior positions with Dresdner Bank both in London and San Francisco. Most recently he served as chief investment officer for global equities at Dresdner RCM in San Francisco. Mark holds a BA (Hons) in Economics from the University of York.

James Tierney

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth at Alliance Bernstein. Prior to joining AB in December 2013, he was CIO at W.P. Stewart & Co. He began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.

Objective

WPSH aims to provide investors with above-average investment returns over a long period of time, while accepting below-average risk to do so. To attain this objective, WPSH invests in an equity portfolio of some of the world's finest, growing companies which are primarily located in the US - large enterprises that are leaders in their respective fields and operate businesses with superior economics and business models.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 262/877 Total Return
  • Rank 217/877 Standard Deviation
  • Rank 130/877 Max Drawdown
Fund Name Currency Loss
128 Candriam GF US Equity Opportunities S Dis USD

-0.1%

128 Ibercaja Bolsa USA A, FI USD

-0.1%

130 LahiTapiola USA A USD

-0.1%

130 ASR Fonds Amerika Fonds USD

-0.1%

130 NBI US Equity investor Series USD

-0.1%

130 BBVA Bolsa USA, FI USD

-0.1%

130 Allied Dunbar North American Growth USD

-0.1%

130 Oddo Actions USA CR-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

130 WP Stewart Holdings USD USD

-0.1%

130 Principal LSF-US Equity Fund USD

-0.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 5.5% 3.0%
2016 5.8% -2.6% -2.4% 9.0% 2.1%
2015 1.0% 1.7% 1.9% -6.3% 4.0%
2014 12.4% -3.1% 6.5% 1.8% 7.0%
2013 35.3% 11.3% 2.6% 6.5% 11.3%
2012 17.1% 16.6% -4.8% 7.8% -2.2%
2011 3.7% 1.2% 1.0% -8.7% 11.1%
2010 13.0% 1.2% -12.1% 12.6% 12.8%
2009 38.6% -3.7% 15.5% 13.3% 9.9%
2008 -36.5% -8.1% -7.8% 0.4% -25.3%
2007 0.8% -1.2% 2.5% 5.2% -5.5%
2006 8.3% 1.5% -4.2% 4.4% 6.7%
2005 5.6% -4.8% 1.0% 8.7% 1.0%
2004 18.3% 1.9% 0.8% 1.2% 13.9%
2003 18.8% -6.0% 14.9% -0.1% 10.1%
2002 -14.0% 3.7% -13.7% -10.4% 7.2%
2001 -5.0% -6.8% 0.2% -8.8% 11.6%
2000 5.3% -8.1% 7.7% -0.7% 7.0%
1999 6.9% 9.9% -1.4% -5.8% 4.7%
1998 21.7% 16.4% 0.3% -10.9% 17.0%
1997 28.3% -1.8% 15.1% 5.9% 7.2%
1996 34.1% 6.1% 10.7% 9.5% 4.2%
1995 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Netherlands

Fund Info

  • Launch date31/03/1989
  • Share Class size352Mn
  • Base currencyUSD
  • ISIN LU0237485098

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment1

Related News

Buy & hold veteran reveals two latest growth stock additions

Citywire + rated Mark Phelps outlines the rationale between the newest stocks in his low-turnaround, high concentration global equity fund.

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