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BBH Luxembourg Funds - Core Select I

Ranked 1522 out of 1851 in - US over 12 months
All calculations are in USD unless stated

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 : 31/10/2016 - 31/10/2017
  • Rank 1522/1851 Total Return
  • Rank 284/1851 Standard Deviation
  • Rank 931/1851 Max Drawdown
Fund Name Currency Risk
284 Dana Large Cap Equity Fund;Investor USD

4.2

284 BBH Luxembourg Funds - Core Select I USD

4.2

284 AB Select US Equity Portfolio;Advisor USD

4.2

284 Fideuram Fund Equity USA A USD

4.2

284 Oddo Actions USA CR-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

284 Eagle Capital Appreciation Fund;A USD

4.2

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 5.2% 2.0%
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 size457Mn
  • 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).