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GAM North American Growth

Ranked 140 out of 146 in - North America over 12 months
All calculations are in GBP

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.

Performance

North America over : 30/11/2013 - 30/11/2014
  • Rank 140/146 Total Return
  • Rank 107/146 Standard Deviation
  • Rank 98/146 Max Drawdown
Fund Name Risk
106 Baillie Gifford American C Acc

2.7

107 GAM North American Growth Acc

2.7

107 GLG American Growth Retail Acc A GBP

2.7

109 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

2.8

Fund Name Loss
96 Barclays GA - US Value M Inc GBP

-3.7%

97 Fourpoints Funds - America D

-3.8%

98 GAM North American Growth Acc

-3.8%

99 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

-3.8%

100 BGF US Basic Value A2 GBP

-3.9%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.3% 3.7% -1.7%
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

30/09/2014

Top 10 Holdings

Stock Size
GBP Cash 13.21
ICU Medical Inc ORD 5.28
Lockheed Martin Corp ORD 5.01
Mallinckrodt Plc ORD 4.95
Northrop Grumman Corp ORD 4.82
Quanta Services Inc ORD 4.65
Halcon Resources Corp ORD 4.35
W. R. Berkley Corp ORD 3.50
Huntsman Corp ORD 3.45
Conn's Inc ORD 3.32
30/09/2014

Registered For Sale In

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

Fund Info

  • Launch date02/01/1985
  • Share Class size337Mn
  • Base currencyGBP
  • ISIN GB0002423852

Purchase Info

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

Charges

  • Annual management1.5%

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