North American Equity

Comgest Growth America ★

Management group: Comgest

Category: North American Equity

Related benchmark used: S&P 500

One-year total return: 7.6

Five-year total return: 106.1

Assets/Market capitalisation: £384.3mn

Name of manager(s)/management team(s): Christophe Nagy & Justin Streeter

Start date of longest serving manager(s)/management team(s): January 2009

Ninety One American Franchise

Management group: Ninety One

Category: North American Equity

Related benchmark used: S&P 500

One-year total return: 7

Five-year total return: 98

Assets/Market capitalisation: £514mn

Name of manager(s)/management team(s): Paul Vincent

Start date of longest serving manager(s)/management team(s): November 2019

Natixis Loomis Sayles US Equity Leaders

Management group: Natixis

Category: North American Equity

Related benchmark used: S&P 500

One-year total return: 7

Five-year total return: 88.3

Assets/Market capitalisation: £1bn

Name of manager(s)/management team(s): Aziz Hamzaogullari

Start date of longest serving manager(s)/management team(s): April 2013

BlackRock US Dynamic

Management group: BlackRock

Category: North American Equity

Related benchmark used: S&P 500

One-year total return: 1.1

Five-year total return: 84.2

Assets/Market capitalisation: £194.8mn

Name of manager(s)/management team(s): Joseph Wolfe & Todd Burnside

Start date of longest serving manager(s)/management team(s): March 2017

AB American Growth Portfolio

Management group: AllianceBernstein

Category: North American Equity

Related benchmark used: S&P 500

One-year total return: 0.57

Five-year total return: 84.7

Assets/Market capitalisation: £5.2bn

Name of manager(s)/management team(s): Frank Caruso, John H Fogarty & Vinay Thapar

Start date of longest serving manager(s)/management team(s): March 2012