U.S. Focused Dynamic Growth

Summary

STRATEGY FACTS

As of 12/31/2018 tooltip

When Listed:

Mutual funds and CIT only available in the United States.

SICAVs only available in certain non-U.S. countries. Please check country availability.

Available Vehicles Separate Account
Mutual Fund
Investment Universe U.S. Large Cap Growth Equity
Benchmark Russell 1000® Growth Index
Inception Date 07/01/2016
Total Assets $111.20 M

TARGET

Tracking Error 5% - 8% over a standard market cycle
Excess Return 3% - 4% over a standard market cycle

INVESTMENT TEAM

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Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Keith Lee, CFA

Michael Li, Ph.D.

Prabha Ram, CFA

Henry He, CFA

4 Investment Analysts

1 Risk Management & Quantitative Analyst

2 Client Portfolio Managers

Documents & Resources

U.S. Focused Dynamic Growth invests in quality companies the investment team believes are capable of sustaining high growth rates over time and exhibit the following characteristics:

  • A competitive advantage demonstrated by higher profitability
  • Opportunities for management to reinvest company capital at attractive levels
  • Scalability of the business to further extend its competitive advantage.

Distinctive strategy features include:

  • Higher-quality orientation
  • Investment team composed of former industry practitioners and other significant skillsets
  • Focus on a company's sustainable, long-term growth across market cycles
  • High conviction portfolio of 30-45 companies.

Performance

As of 12/31/2018

  COMPOSITE PERFORMANCE IN USD (%)
  QTR YTD 1 YR 3 YR* 5 YR* SINCE INCEPTION*
U.S. Focused Dynamic Growth (gross) -15.68% 7.61% 7.61% --- --- 18.98%
U.S. Focused Dynamic Growth (net) -15.89% 6.49% 6.49% --- --- 17.75%
Standard Deviation --- --- 20.04% --- --- 14.25%
Sharpe Ratio --- --- 0.29 --- --- 1.25
Russell 1000 Growth -15.89% -1.51% -1.51% --- --- 12.91%
Excess Return 0.21% 9.12% 9.12% --- --- 6.07%
Tracking Error --- --- 5.08% --- --- 4.73%
Information Ratio --- --- 1.80 --- --- 1.28

*Annualized

Sources: Frank Russell Co., FactSet

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

For a presentation that complies with the GIPS® standards, click here .

For purposes of compliance with the Global Investment Performance Standards ("GIPS®"), the Firm is defined as American Century Investment Management, Inc. ("ACIM"). ACIM claims compliance with GIPS®. The U.S. Focused Dynamic Growth strategy includes portfolios that invest in the equity of small capitalization companies that are demonstrating improving growth rates. Index futures (and currency forwards and futures, where applicable or appropriate) are occasionally used to equitize cash and manage portfolio risk. Other derivative instruments may be used, as allowed, as part of the investment strategy. Returns are calculated and stated in U.S. dollars and may increase or decrease as a result of currency fluctuation.

The Russell 1000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.