Sustainable Growth Advisers (SGA) is an investment management firm focusing on large cap growth equities. SGA invests in companies with predictable, sustainable growth potential. SGA builds client portfolios from a list of qualified companies, diversifying across multiple sectors and industries. SGA offers U.S., Global, Emerging Markets, and International portfolios, including concentrated "Focused" portfolios. SGA receives fees based on a percentage of assets under management.
Fee Structure
SGA manages investments for various portfolios, each with a minimum account size of $10,000,000. The annual fees are calculated as a percentage of the amount invested, and the rate decreases as the amount invested increases. Here's a breakdown of the fee structure for each portfolio:
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U.S. Portfolio:
- 0.75% on the first $25 million
- 0.50% on the next $75 million
- 0.35% over $100 million
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Global Portfolio, Emerging Markets Portfolio, International Portfolio:
- 0.85% on the first $25 million
- 0.65% on the next $75 million
- 0.50% over $100 million
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U.S. Focused Portfolio:
- 0.85% on the first $25 million
- 0.60% on the next $75 million
- 0.45% over $100 million
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Global Focused Portfolio, Global Mid Cap Portfolio:
- 0.85% on the first $25 million
- 0.65% on the next $75 million
- 0.50% over $100 million
Fees are negotiable and billed quarterly. SGA may accept accounts smaller than $10,000,000 at its discretion.