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BGF US Growth A2 USD

Ranked 4 out of 37 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Lawrence Kemp

Lawrence Kemp was born in Nebraska, United States of America. He gained a BA at Stanford University and an MBA at the University of Chicago. He joined UBS Global Asset Management in 1992 and has worked in a number of roles including co-head of fixed income and chief investment strategist. Before joining the UBS team, he was a high yield trader at Prudential Securities in 1987 and prior to that he was a grain purchaser at Continental Grain in 1980. He joined BlackRock in late 2012 where he is Managing Director and Portfolio Manager, and Head of BlackRock's Fundamental Large Cap Growth team. He is a member of the Fundamental Equity platform within the Fundamental Equity division of BlackRock's Alpha Strategies Group. Outside of work Lawrence enjoys tennis.

Objective

The fund seeks to maximise total return and invests at least 70% of its total net assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, the US. The fund places particular emphasis on companies that, in the opinion of the Investment Adviser, exhibit growth investment characteristics, such as above-average growth rates in earnings or sales and high or improving returns on capital. The Fund may use derivatives for investment purposes and for the purposes of efficient portfolio management.

Showing fund performance in Jersey View performance globally

Performance

US over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 17.8% 5.7%
2017 20.9% 8.1% 2.6% 1.3% 7.6%
2016 17.9% -3.8% 7.5% 10.5% 3.1%
2015 10.6% 8.0% -4.4% -4.7% 12.3%
2014 16.0% -2.3% -0.1% 7.6% 10.5%
2013 30.9% 15.0% 1.2% 3.1% 9.2%
2012 6.0% 12.1% -5.9% 4.9% -4.2%
2011 -10.4% 0.7% -2.6% -15.9% 8.6%
2010 21.6% 10.0% -11.5% 8.5% 15.1%
2009 16.6% -6.7% -0.8% 16.8% 7.8%
2008 -20.9% -15.2% -1.6% -1.5% -3.7%
2007 6.9% 1.8% 3.6% -0.3% 1.7%
2006 -7.3% 2.4% -9.5% -1.2% 1.3%
2005 19.8% -0.3% 6.6% 6.3% 6.0%
2004 -1.6% -0.7% 1.7% -3.4% 0.8%
2003 14.9% -0.1% 5.3% 5.8% 3.3%
2002 -35.4% -0.2% -20.9% -18.1% -0.1%
2001 -17.8% -11.3% -0.2% -16.8% 11.5%
2000 1.7% 12.5% 0.9% 2.6% -12.7%
1999 -9.1% 31.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 9.14%
Microsoft Corp ORD 6.19%
Alphabet Inc ORD 5.21%
Visa Inc ORD 4.99%
UnitedHealth Group Inc ORD 4.37%
Netflix Inc ORD 3.24%
Tencent Holdings Ltd DR 2.80%
Booking Holdings Inc ORD 2.79%
Constellation Brands Inc ORD 2.49%
Mastercard Inc ORD 2.40%
31/08/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Guernsey
  12. Hong Kong
  13. Hungary
  14. Iceland
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Luxembourg
  20. Macau
  21. Malta
  22. Mauritius
  23. Netherlands
  24. Norway
  25. Poland
  26. Portugal
  27. Singapore
  28. Spain
  29. Sweden
  30. Switzerland
  31. Taiwan
  32. United Kingdom

Fund Info

  • Launch date30/04/1999
  • Share Class size174Mn
  • Base currencyUSD
  • ISIN LU0097036916

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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