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William Blair SICAV US Small-Mid Cap Growth I GBP

Ranked 8 out of 29 in - North American Small & Medium Companies over 3 months
All calculations are in GBP

Managed by

Karl Brewer

Karl Brewer has an MBA from the Northwestern University Kellogg Graduate School of Management. He started his financial career working for Lehman Brothers before co-founding William Blair in 1996 where he is a portfolio manager in the small and mid cap growth team.

Robert Lanphier

Robert Lanphier studied at Purdue University in Indiana and at the Northwestern University Kellogg Graduate School of Management. He started out as a consultant and corporate planner at Emerson Electrical in 1982 before moving to William Blair in 1987 where is currently an analyst and portfolio manager.

Matthew Litfin

Matthew Litfin has an MBA from Harvard University. He started his career in the financial industry in 1995 as a municipal bond analyst at John Nuveen & Co. After a two year stint he joined William Blair where he started as a sell-side research analyst and is now a portfolio manager in the small and mid cap growth team.

Objective

The fund seeks long-term capital appreciation. The fund invests primarily in common stocks of small and medium-sized companies in the United States that are expected to experience solid growth in earnings.

Performance

North American Small & Medium Companies over : 30/06/2014 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.2% 0.3% -1.8% 2.7%
2013 0.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date04/10/2013
  • Share Class size40Mn
  • Base currencyGBP
  • ISIN LU0975138727

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment0

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