Alger SICAV-The Alger American Asset Growth I US

Ranked 83 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Dr. Ankur Crawford

Ankur Crawford is senior vice president, senior analyst and portfolio manager of the Alger Capital Appreciation, Alger Spectra, and Alger Mid Cap Growth strategies. Crawford joined Alger in September 2004 and has 11 years of investment experience. Prior to joining Alger she earned a Ph.D. in Materials Science and Engineering from Stanford University. Previously, she was a summer analyst with Merrill Lynch. She graduated from the University of California, Berkeley, with a B.S. in Mechanical Engineering and a B.S. in Materials Science and Engineering.

Patrick Kelly

Patrick Kelly originally hails from Wilmington in the small eastern US state of Delaware. He studied finance at Georgetown University and spent two years as an investment banking analyst at SG Cowen before deciding to enter the world of asset management at Alger in 1999. He quickly rose through the ranks and was made senior analyst in 2001 and then fund manager in 2004. He has over ten years of investment experience and is a Chartered Financial Analyst. Patrick currently manages the Alger American Asset Growth fund. As a keen sportsman, he has a strong competitive streak which he has transferred from the sports field to the field of investing.

Objective

The Sub-Fund invests primarily in a portfolio of U.S. and foreign equity securities (common stocks, preferred stock and convertible securities). The Sub-Fund invests at least two thirds of its net assets, not including liquid assets, in equities or equity related securities of companies of any size which demonstrate promising growth potential and whose securities are listed or traded on a U.S. stock exchange. Investing in companies of all capitalizations involves a risk that smaller, newer issuers in which the Sub-Fund invests may have limited product lines or financial resources, or lack of management depth.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.7%
2018 5.9% -0.8% 13.4% 8.9% -13.5%
2017 19.8% 9.7% 1.0% 2.2% 5.8%
2016 19.5% -0.7% 7.3% 9.1% 2.8%
2015 12.1% 10.5% -4.2% -4.6% 11.1%
2014 20.3% 0.1% 3.2% 8.1% 7.7%
2013 32.2% 16.6% 1.0% 3.0% 8.9%
2012 12.9% 13.7% -3.1% 4.0% -1.5%
2011 -0.2% 4.6% -0.2% -13.3% 10.3%
2010 16.4% 11.0% -12.6% 6.3% 12.8%
2009 32.9% -1.6% 4.9% 21.1% 6.3%
2008 -24.5% -15.7% 2.9% -8.9% -4.4%
2007 7.5% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date18/05/2007
  • Share Class size118Mn
  • Base currencyUSD
  • ISIN LU0295112097

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).