Brown Advisory US Smaller Companies B USD

Ranked 5 out of 70 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Christopher A. Berrier

Christopher A. Berrier graduated from Princeton University in 2000 and joined Brown Advisory in 2005 where he is currently a partner and co-lead portfolio manager of the small-cap growth fund. Prior to this he was a senior equity analyst at T Rowe Price where he covered multiple sectors with a main focus on small and mid capitalization growth companies.

George Sakellaris

Objective

The objective of the Fund is to achieve capital appreciation by investing primarily in US equities. Fund invests at least 80% of its net assets in equity securities of small US companies. Fund seeks to invest primarily in small companies with above average growth prospects and which are listed or traded on the US markets and exchanges. Small companies are companies whose market capitalisations are equal to or less than $6 billion at the time the Fund purchases the issuers securities.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 19.2%
2018 1.6% -0.3% 12.6% 8.6% -16.6%
2017 7.6% 3.7% 0.5% 2.5% 0.7%
2016 31.6% -1.1% 15.1% 11.5% 3.7%
2015 13.9% 12.7% -4.1% -5.7% 11.8%
2014 6.8% -1.7% -4.3% 0.2% 13.4%
2013 36.9% 18.7% 3.7% 5.4% 5.5%
2012 9.9% 9.3% -2.6% 1.1% 2.2%
2011 -2.2% 4.1% 0.1% -18.6% 15.4%
2010 33.9% 17.3% -10.0% 10.3% 15.1%
2009 19.6% -9.1% 3.0% 22.0% 4.7%
2008 -16.1% -12.6% 6.4% -0.1% -9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date09/11/2007
  • Share Class size74Mn
  • Base currencyUSD
  • ISIN IE00B0PVDJ73

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • Initial investment0.00%

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