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J. Stern & Co. US Stars Equity Class A1 - Accumulation (GBP)

Sell:103,158.00p Buy:103,158.00p Change: 508.00p (0.49%)
Prices as at 3 December 2025
Sell:103,158.00p
Buy:103,158.00p
Change: 508.00p (0.49%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 3 December 2025
Sell:103,158.00p
Buy:103,158.00p
Change: 508.00p (0.49%)
Prices as at 3 December 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
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

Our view on the sector for this fund is not available.

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

04/12/20 to 04/12/21 04/12/21 to 04/12/22 04/12/22 to 04/12/23 04/12/23 to 04/12/24 04/12/24 to 04/12/25
Annual return n/a n/a n/a n/a n/a

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: Giles Tulloch
Manager start date: 30 September 2024
Manager located in: TBC

Giles is the Portfolio Manager of the US Stars Equity fund and a partner of J. Stern & Co. He is a stock picker with a fundamental bottom-up driven approach. As an analyst, his focus is in the Information Technology and Communication Services sectors. Prior to joining J. Stern & Co, Giles was an investment analyst at Henderson Global Investors where he specialised for many years in the Technology sector. Giles read Law at the University of Edinburgh (including an exchange year at the Universite Paul Cezanne Aix-Marseille III) where he graduated with an LLB Hons (2:1). He also has an Masters in Intellectual Property Law LLM (Merit) from University College London.

manager photo
Manager Name: Christopher Rossbach
Manager start date: 30 September 2024
Manager located in: TBC

Chris is a Managing Partner and Chief Investment Officer of the Firm. Chris is also the portfolio manager of the Firm’s World Stars investment strategy. Chris delivers long-term investments for the Stern family and for the firm’s clients based on the same principles he has successfully implemented over his investment career. As a Managing Partner, Chris leads the firm’s investment practice to deliver value to our clients. Chris has 31 years of financial services experience of which 19 years investing in stocks based on a fundamental value approach with Merian Capital, Magnetar, Lansdowne Partners and Perry Capital. Prior to that he was in investment banking with Lazard Frères in New York. Chris speaks German, English, French and Spanish. He holds a BA from Yale University and a MBA from Harvard Business School. Chris also chairs and is a trustee of the Warburg Charitable Trust.

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