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Royal London US Growth Trust A Inc

Ranked 130 out of 255 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Digenan

With nearly two decades of investment industry experience under his belt, Thomas Digenan now manages the UBS US Equity Fund. He believes in investing in stocks with low prices and high intrinsic values. Born and Educated in the USA, Digenan is an expert in North America and is continually honing his skills to more ably produce consistent returns. Digenan takes his own psychological well being very seriously and puts ‘having a good time’ at the top of his list for things to do outside fund management. Born in 1964, he is the proud father of 5 children, and admits to having trouble keeping up with them.

Objective

The CIS US Growth Trust aims to provide above average capital growth from a diverse portfolio of US equities in any economic sector. The Trust’s portfolio will be concentrated on strong franchise companies. Cash generation and the prospects for dividend growth are major considerations when evaluating company outlooks.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/10/2015 - 31/10/2016
  • Rank 130/255 Total Return
  • Rank 252/255 Standard Deviation
  • Rank 251/255 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -1.7% 8.5% 12.7%
2015 3.0% 8.3% -4.7% -9.5% 10.4%
2014 21.8% 1.3% 4.4% 4.6% 10.0%
2013 33.1% 21.3% 4.1% 0.2% 5.2%
2012 3.6% 8.9% -8.3% 6.3% -2.4%
2011 -3.0% 0.5% 0.1% -11.9% 9.5%
2010 15.5% 11.6% -11.7% 3.9% 12.9%
2009 21.2% -8.6% 5.1% 19.7% 5.5%
2008 -20.4% -10.4% -2.0% -1.8% -7.8%
2007 -1.8% 0.0% 4.3% -3.0% -3.0%
2006 -0.4% 2.7% -7.8% 3.2% 2.1%
2005 15.5% 0.5% 6.0% 4.0% 4.2%
2004 0.9% -0.9% 2.5% -2.0% 1.4%
2003 12.4% 0.3% 7.9% 1.0% 2.9%
2002 -32.2% -0.1% -19.5% -18.5% 3.3%
2001 7.7% -19.5% 15.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Philip Morris International Inc ORD 4.13
PepsiCo Inc ORD 3.24
Amazon.com Inc ORD 2.78
Mondelez International Inc ORD 2.76
Walt Disney Co ORD 2.64
Facebook Inc ORD 2.55
Union Pacific Corp ORD 2.28
Aon PLC ORD 2.18
Visa Inc ORD 2.04
NextEra Energy Inc ORD 1.96
30/09/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size198Mn
  • Base currencyGBP
  • ISIN GB0030038359

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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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).