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T Rowe US Large Cap Growth Equity I USD

Ranked 78 out of 244 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Robert Sharps

Robert Sharps was born in 1971. He joined T Rowe Price in 1997 and started as an analyst specialising in financial services stocks including banks, asset managers, securities and brokers. Robert is now a lead portfolio manager for the company’s US large-cap growth strategy. He has over 12 years of investment experience and is a Chartered Financial Analyst and a Chartered Portfolio Analyst.

Objective

The fund invests at least two-thirds of total assets in equity and equity-related securities of companies that are either incorporated in the United States of America or conduct most of their business there and that have a market capitalisation equal to or greater than the companies in the Russell 1000 Index. Types of securities may include common stocks, preferred stocks, warrants, American Depository Receipts, European Depository Receipts and Global Depository Receipts. The fund does not invest more than one-third of its assets in debt and money market securities. The fund may use derivatives for hedging and efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/03/2015 - 31/03/2016
  • Rank 78/244 Total Return
  • Rank 219/244 Standard Deviation
  • Rank 38/244 Max Drawdown
Fund Name Currency Risk
217 HSBC MERIT US Equity Inst A Acc GBP

17.0

218 Old Mutual North American Equity A Acc GBP

17.0

219 T Rowe US Large Cap Growth Equity I USD GBP

17.2

220 New Capital US Growth GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

17.5

221 Baillie Gifford American A Acc GBP

17.6

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -4.3%
2015 17.3% 10.7% -5.7% -1.4% 14.0%
2014 15.7% 0.1% 0.1% 5.3% 9.7%
2013 42.6% 17.7% 4.3% 5.5% 10.2%
2012 10.9% 15.7% -5.9% 4.5% -2.5%
2011 -0.7% 3.4% -2.2% -10.5% 9.6%
2010 17.7% 9.0% -9.9% 7.3% 11.7%
2009 37.5% 1.8% 5.4% 17.2% 9.4%
2008 -19.6% -11.7% 2.0% -7.9% -3.1%
2007 6.1% -0.2% 5.2% 2.6% -1.5%
2006 -6.7% 0.7% -11.3% 2.3% 2.1%
2005 20.7% -4.7% 13.3% 3.0% 8.5%
2004 1.6% -1.2% 2.0% -3.8% 4.8%
2003 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Iceland
  9. Ireland
  10. Italy
  11. Latvia
  12. Lithuania
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date31/07/2003
  • Share Class size471Mn
  • Base currencyUSD
  • ISIN LU0174119775

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment500,000

Charges

  • Annual management0.65%
  • Initial investment0

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