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WP Stewart Holdings USD

Ranked 34 out of 289 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Mark Phelps

Mark Phelps brings military precision to his investment management strategies having completed graduate training at Sandhurst and having served in the armed forces for three years between 1981 and 1984. He joined W.P. Stewart in February 2005 and is currently an analyst/ portfolio manager and became managing director of Global Investments in 2007. He has over two decades of experience in investment research and portfolio management. Prior to joining W.P Stewart he held senior positions with Dresdner Bank both in London and San Francisco. Most recently he served as chief investment officer for global equities at Dresdner RCM in San Francisco. Mark holds a BA (Hons) in Economics from the University of York.

James Tierney

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth at Alliance Bernstein. Prior to joining AB in December 2013, he was CIO at W.P. Stewart & Co. He began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.

Objective

WPSH aims to provide investors with above-average investment returns over a long period of time, while accepting below-average risk to do so. To attain this objective, WPSH invests in an equity portfolio of some of the world's finest, growing companies which are primarily located in the US - large enterprises that are leaders in their respective fields and operate businesses with superior economics and business models.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/07/2016 - 31/07/2017
  • Rank 34/289 Total Return
  • Rank 73/289 Standard Deviation
  • Rank 49/289 Max Drawdown
Fund Name Currency Loss
47 PARVEST Equity USA Growth Classic Cap USD EUR

-3.4%

48 Allianz US Equity Fund - W (H-EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

49 WP Stewart Holdings USD EUR

-3.6%

50 Vontobel Fund - US Equity USD B EUR

-3.6%

51 Artemis US Extended Alpha I GBP EUR

-3.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% -1.1%
2016 9.0% -7.1% 0.2% 7.7% 8.8%
2015 12.5% 14.6% -1.8% -6.4% 6.8%
2014 28.0% -3.1% 7.2% 10.4% 11.7%
2013 29.4% 14.2% 1.3% 2.2% 9.4%
2012 15.3% 13.7% -0.1% 6.3% -4.5%
2011 7.1% -4.3% -1.2% -1.3% 14.8%
2010 20.9% 7.3% -2.9% 1.0% 14.8%
2009 34.2% 0.8% 9.4% 8.8% 12.0%
2008 -33.2% -15.2% -7.3% 12.6% -24.6%
2007 -9.1% -2.1% 1.0% -0.1% -8.0%
2006 -3.1% -1.1% -9.4% 5.4% 2.5%
2005 21.7% -0.4% 8.5% 9.2% 3.2%
2004 9.8% 4.6% 1.9% -0.9% 4.1%
2003 -1.2% -9.6% 9.2% -1.5% 1.7%
2002 -27.0% 5.8% -23.8% -10.4% 1.0%
2001 0.2% -1.0% 4.6% -15.2% 14.2%
2000 12.4% -3.7% 7.5% 7.9% 0.6%
1999 25.3% 19.6% 3.2% -8.8% 11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Netherlands

Fund Info

  • Launch date31/03/1989
  • Share Class size354Mn
  • Base currencyUSD
  • ISIN LU0237485098

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment1

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