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BBH Luxembourg Funds - Core Select I

Ranked 1676 out of 1890 in - US over 12 months
All calculations are in USD unless stated

Managed by

Michael Keller

Objective

The Fund seeks to achieve long-term capital appreciation while maintaining an emphasis on capital preservation. The fund will typically invest in equity and equity related securities of companies with market capitalization greater than 5 billion USD that are headquartered in North America, as well as certain global firms located in other developed regions. The fund does not attempt to mirror any benchmark or index.

Performance

US over : 31/08/2017 - 31/08/2018
  • Rank 1676/1890 Total Return
  • Rank 1638/1890 Standard Deviation
  • Rank 1796/1890 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 1.0%
2017 18.8% 4.6% 5.2% 2.0% 5.9%
2016 7.7% 2.1% 0.8% 2.9% 1.7%
2015 -3.2% -1.3% -0.6% -5.1% 4.0%
2014 7.5% 1.6% 3.3% -0.9% 3.3%
2013 25.8% 10.6% 2.2% 4.1% 6.9%
2012 18.5% 10.8% -0.5% 6.8% 0.7%
2011 5.1% 4.1% 3.7% -10.8% 9.1%
2010 13.7% 5.5% -9.3% 10.6% 7.4%
2009 12.7% 16.5% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Luxembourg
  5. Spain
  6. United Kingdom

Fund Info

  • Launch date28/01/2009
  • Share Class size298Mn
  • Base currencyUSD
  • ISIN LU0407242659

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

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