Winner: JPMorgan American
The shortlisted companies are:
JPMorgan American
T Rowe Price US Large Cap Growth
New Capital US Growth
UBS US Growth
Natixis Loomis Sayles US Equity Leaders
JPMorgan American
Management group: JPMorgan Asset Management
Category: North American Equity
Related benchmark used: S&P 500
One-year total return: 35.75
Five-year total return: 127.45
Assets/Market capitalisation: £1.7bn
Name of manager(s)/management team(s): Jonathan Simon & Timothy Parton
Start date of longest serving manager(s)/management team(s): June 1, 2019
T Rowe Price US Large Cap Growth
Management group: T Rowe Price
Category: North American Equity
Related benchmark used: S&P 500
One-year total return: 38.49
Five-year total return: 101.97
Assets/Market capitalisation: £2bn
Name of manager(s)/management team(s): Taymour Tamaddon
Start date of longest serving manager(s)/management team(s): January 1, 2017
New Capital US Growth
Management group: New Capital
Category: North American Equity
Related benchmark used: S&P 500
One-year total return: 37.49
Five-year total return: 111.29
Assets/Market capitalisation: £160mn
Name of manager(s)/management team(s): Chelsea Wiater, Joel Rubenstein & Mike Clulow
Start date of longest serving manager(s)/management team(s): July 26, 2010
UBS US Growth
Management group: UBS
Category: North American Equity
Related benchmark used: S&P 500
One-year total return: 35.12
Five-year total return: 103.75
Assets/Market capitalisation: £456mn
Name of manager(s)/management team(s): Peter Bye, Albert Tsuei & Alia Aziz
Start date of longest serving manager(s)/management team(s): November 7, 2012
Natixis Loomis Sayles US Equity Leaders
Management group: Natixis
Category: North American Equity
Related benchmark used: S&P 500
One-year total return: 33.32
Five-year total return: 105.37
Assets/Market capitalisation: £1.4bn
Name of manager(s)/management team(s): Aziz Hamzaogullari
Start date of longest serving manager(s)/management team(s): April 4, 2013
