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Edgewood L Select US Select Growth I USD

Ranked 11 out of 131 in - US over 12 months
All calculations are in USD unless stated

Managed by

Alexander Farman-Farmaian

Alexander Farman-Farmaian was born in Tehran, Iran in 1965. He attended Princeton University in the USA where he gained a degree in economics. Alexander started his career in 1988 with W.P. Stewart & Co Inc where he was an analyst and portfolio manager. In 2006 he joined Edgewood Management where he manages a number of US equity funds. He also manages funds on behalf of Mirabaud & Cie and has been managing funds for over 20 years. Outside fund management he enjoys shooting, tennis, soccer, and backgammon.

Objective

The Fund aims to offer shareholders a portfolio of equities considered to be stable, of high quality and demonstrating global growth prospects. The Fund will invest in US common stocks (securities issued by companies whose registered office is located in the United States or whose main economic activities are based in the United States or which hold, as holding companies, prominent participations in companies based in the United States) which shall at all times represent at least 2/3 of the Funds total assets. The Fund shall invest principally in securities that are undervalued in relation to their potential, in order to generate profits.

Showing fund performance in Singapore View performance globally

Performance

US over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 6.2% 7.2% 6.3%
2017 33.9% 13.2% 8.3% 5.3% 3.7%
2016 2.9% -3.6% -0.9% 9.5% -1.6%
2015 10.2% 1.8% 3.4% -4.1% 9.1%
2014 12.8% -0.7% 8.8% 0.6% 3.8%
2013 36.4% 9.5% 1.6% 8.1% 13.5%
2012 18.0% 17.0% -5.8% 6.4% 0.7%
2011 2.1% 6.9% 0.2% -11.7% 8.0%
2010 10.4% 0.4% -13.9% 17.9% 8.4%
2009 28.0% 1.4% 16.8% 7.6% 0.5%
2008 -39.6% -7.4% 4.4% -14.6% -26.9%
2007 15.1% -1.2% 7.8% 6.8% 1.1%
2006 6.4% 1.4% -5.5% 4.6% 6.2%
2005 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date21/09/2005
  • Share Class size771Mn
  • Base currencyUSD
  • ISIN LU0225244705

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment3.00%

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