AMG SouthernSun US Equity Institutional

The investment seeks to provide long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. SouthernSun Asset Management, LLC seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Key stats

Management firm  AMG Funds
Domicile  United States
Fund Administrator  AMG Funds LLC
Global Branding Name  AMG
Fund currency  USD
Launch Date  2012-04-10
ISIN  US00170K5130
SEDOL  BN89NS8
Manager 1 Name  Michael Cook, Sr.
Fund Strategy  Mid-Cap Blend
Benchmark  Russell 2500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  4.03%
Return - 2 Months  0.27 %
Return - 3 Months  4.32%
Return - 6 Months  11.05 %
Return - 9 months  13.63 %
Return - 12 Months  23.21%
Annualized return 24 months  28.90 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  22.99%
Return YTD  10.72%

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.85 %
Exit charge  2.00 %
Performance Fee  0.00 %

Contact

Contact Address 2  800 Connecticut Avenue
Contact Address 3  Norwalk CT 06854
Contact city  Norwalk
Contact country  United States
Fund Admin Group  AMG Funds
Web Address  www.amgfunds.com
Custodian  The Bank of New York Mellon
Phone  800.835.3879

Price

Last Price Date  2014-09-26
Pre-tax nav  14.18
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.10
Price change (percentage)  0.71 %
Guaranteed NAV  0.00000
Close Price  0.00

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Ratings Disclaimer

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