Virtus GF SGA Global Growth A USD Acc

Ranked 22 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to achieve its investment policy by investing in securities of issuers located throughout the world, including the United States ("US"). Under normal circumstances, the Fund will invest primarily in equity securities as set out in more detail below, with at least 35% of the Fund's net assets in issuers organised, headquartered or doing a substantial amount of business outside the US. The Fund may invest up to 25% of its net assets in the equity securities of companies located in countries included in the MSCI Emerging Markets and Frontier Markets Indices.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.6%
2018 3.7% -0.9% 9.7% 4.6% -8.8%
2017 4.3% -0.5% 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date31/01/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BDR6MB68

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%
  • 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).