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GAM North American Growth

Ranked 158 out of 245 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Gordon Grender

Gordon Grender's knowledge of North American stockmarkets dates back to 1974 when he got his first fund managerial role with London stockbrokers Kitcat & Aitken. During this apprenticeship, he worked alongside the legendary Nils Taube and fellow GAM star manager Andrew Green. He is regarded as an out and out value investor, prone to be contrarian, a trait he shares with Green. Grender's association with GAM began in 1983 when he was employed on a consultancy basis. He is now a full-time investment adviser for the group and is responsible for the GAM North America Growth fund among others.

Objective

The objective of the Fund is to provide capital appreciation, primarily through investment in quoted securities in the USA and Canada.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/12/2014 - 31/12/2015
  • Rank 158/245 Total Return
  • Rank 226/245 Standard Deviation
  • Rank 201/245 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% 12.1% -5.4% -7.9% 5.4%
2014 4.6% -2.3% 3.7% -1.7% 5.1%
2013 27.4% 16.8% 2.5% -2.2% 8.8%
2012 13.7% 4.9% 0.7% 5.3% 2.2%
2011 3.3% 2.4% 2.3% -11.2% 11.1%
2010 26.0% 11.4% -2.2% 4.2% 11.1%
2009 6.6% -3.4% -3.4% 14.0% 0.2%
2008 7.6% -4.3% 3.2% 6.3% 2.5%
2007 -6.3% 0.1% 3.0% -5.8% -3.6%
2006 -7.6% 1.7% -8.0% 0.3% -1.6%
2005 25.8% -1.7% 11.7% 4.7% 9.4%
2004 0.5% -0.2% 1.5% -3.7% 3.1%
2003 20.4% -0.6% 12.6% 3.9% 3.6%
2002 -17.1% 3.1% -6.9% -10.8% -3.1%
2001 14.8% -0.2% 14.7% -17.6% 21.7%
2000 9.0% 7.4% 5.2% 4.6% -7.8%
1999 30.4% -0.9% 14.1% -8.2% 25.8%
1998 15.9% 17.3% 0.8% -14.1% 14.1%
1997 23.6% 1.0% 10.0% 15.0% -3.3%
1996 20.1% 13.7% 4.1% 1.2% 0.2%
1995 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2015

Top 10 Holdings

Stock Size
ICU Medical Inc ORD 10.00
Northrop Grumman Corp ORD 8.16
Lockheed Martin Corp ORD 7.51
W. R. Berkley Corp ORD 5.63
Mallinckrodt Plc ORD 4.80
Chubb Corp ORD 4.76
Penske Automotive Group Inc ORD 4.70
Autozone Inc ORD 4.68
Post Holdings Inc ORD 4.43
Quanta Services Inc ORD 4.38
30/09/2015

Registered For Sale In

  1. Chile
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date02/01/1985
  • Share Class size261Mn
  • Base currencyGBP
  • ISIN GB0002423852

Purchase Info

  • Min. initial investment6,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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