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Edgewood L Select US Select Growth A USD

Ranked 6 out of 189 in - US over 12 months
All calculations are in EUR 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 may use 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. Derivatives shall be used solely for the purpose of hedging.

Showing fund performance in Netherlands View performance globally

Performance

US over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 11.5%
2016 5.5% -8.2% 1.5% 8.1% 4.7%
2015 22.2% 14.6% -0.4% -4.3% 12.0%
2014 27.8% -0.8% 9.4% 8.9% 8.3%
2013 30.0% 12.3% 0.2% 3.7% 11.4%
2012 15.7% 13.9% -1.3% 4.9% -1.9%
2011 5.1% 1.0% -2.1% -4.7% 11.5%
2010 17.6% 6.3% -5.0% 5.7% 10.2%
2009 23.4% 6.0% 10.4% 3.1% 2.3%
2008 -36.8% -14.7% 4.9% -4.3% -26.2%
2007 3.3% -2.2% 6.2% 1.3% -1.8%
2006 -5.3% -1.5% -10.6% 5.4% 2.0%
2005 23.7% 0.5% 8.0% 8.7% 4.9%
2004 10.2% 3.6% 3.1% -2.2% 5.6%
2003 -1.1% -3.9% 3.7% -0.7% -0.1%
2002 -30.5% 6.1% -22.6% -12.1% -3.6%
2001 -3.2% -1.3% 6.0% -20.9% 16.9%
2000 7.5% 3.8% 2.7% 10.3% -8.6%
1999 30.3% 16.0% 0.0% -7.5% 21.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date19/02/1997
  • Share Class size361Mn
  • Base currencyUSD
  • ISIN LU0073868852

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment1

Charges

  • Annual management1.80%
  • Initial investment3

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