We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Comgest Growth America Class U - Accumulation (GBP)

Sell:4,806.00p Buy:4,806.00p Change: 33.00p (0.69%)
Prices as at 19 December 2024
Sell:4,806.00p
Buy:4,806.00p
Change: 33.00p (0.69%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 19 December 2024
Sell:4,806.00p
Buy:4,806.00p
Change: 33.00p (0.69%)
Prices as at 19 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 20.13% 26.03% -10.54% 27.12% 20.06%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Rémi Adam
Manager start date: 4 October 2022
Manager located in:

Rémi Adam joined Comgest in 2019 and is an Analyst and Portfolio Manager specialising in US equities. After starting his career in 2014 as a Global Equity Analyst at Amundi in London, Rémi moved to Paris and Frankfurt where he was an Equity Analyst covering media and telecom stocks at Oddo Securities for three years. He holds a Master's degree in Risk & Finance from EDHEC Business School and is a CFA® charterholder.

Manager Name: Louis Citroën
Manager start date: 27 July 2021
Manager located in:

Louis Citroën joined Comgest in 2019 and is an Analyst and Portfolio Manager specialising in US equities. Louis co-leads the management of the US Equity strategy and contributes strongly to idea generation, researching US companies across a broad range of sectors. Prior to joining Comgest, he was an Equity Analyst covering telecoms and media stocks at Arete Research in London for five years. Louis previously worked from 2011 as a Small Cap Equity Analyst at Financière de l'Echiquier and began his career in 2009 as a management consultant at Oliver Wyman in Paris. He holds a Master's degree in Management from ESCP Business School (France, UK, Germany) and is a CFA® charterholder.

manager photo
Manager Name: Christophe Nagy
Manager start date: 1 January 2009
Manager located in:

Christophe Nagy joined Comgest in 2009 as an Analyst and Portfolio Manager specialising in US equity. He leads Comgest's US equity strategy and has played an instrumental role in building the US equity team and guiding their research activities. Before joining Comgest, Christophe worked firstly at Mercer Consulting from 1991, at Carmignac Gestion from 1998 where he managed global growth portfolios, and then from 2002 as a Senior Portfolio Manager at Edmond de Rothschild Asset Management. Christophe holds a Master's degree in Engineering from Ecole des Mines in St-Etienne in France and received an MBA from the INSEAD graduate business school near Paris in 1991.

Manager Name: Justin Streeter
Manager start date: 24 April 2019
Manager located in:

Justin Streeter joined Comgest in 2015 as a US equity Analyst based in Paris. Justin contributes to idea generation, researching US companies within a broad range of sectors and compiling in-depth research reports. Following internships at Macquarie Capital Partners (London) and Société Générale (Paris), he joined J.P. Morgan (London) in 2012 as an M&A Healthcare Analyst. Justin moved to San Francisco with J.P. Morgan in 2013 where he held a similar role. Justin graduated from EM Lyon Business School (France) with a Master's degree in Management and Corporate Finance. He is also a CFA® charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now