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North American Equity

Axa Framlington American Growth

Management group

Axa IM

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

5.8 (13.7)

Five-year total return outperformance (actual return)

20.5 (125.1)

Assets/Market capitalisation (£m)

£557m

Name of manager(s)/management team(s)

Stephen Kelly

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

Feb-97

JPM US Small Cap Growth

Management group

JPMorgan Asset Management

Category

North American Equity

Related benchmark used

Russell 2000

One-year total return outperformance (actual return)

9.4 (4.4)

Five-year total return outperformance (actual return)

55.2 (135.7)

Assets/Market capitalisation (£m)

£214m

Name of manager(s)/management team(s)

Eytan Shapiro and Timothy Parton

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

Nov-94

Loomis Sayles US Equity Leaders

Management group

Loomis Sayles

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

4.2 (12.1)

Five-year total return outperformance (actual return)

39 (143.6)

Assets/Market capitalisation (£m)

£923m

Name of manager(s)/management team(s)

Aziz Hamzaogullari

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

13/04/2019

Pioneer US Fundamental Growth

Management group

Amundi

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

7.2 (15.1)

Five-year total return outperformance (actual return)

14.4 (119)

Assets/Market capitalisation (£m)

£98m

Name of manager(s)/management team(s)

Paul Cloonan

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

10/04/2019

UBS US Growth

Management group

UBS GAM

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

5 (12.9)

Five-year total return outperformance (actual return)

22.6 (127.2)

Assets/Market capitalisation (£m)

£211m

Name of manager(s)/management team(s)

Peter Bye

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

12/11/2019