VAM Funds (Lux) US Large Cap Growth B

Ranked 251 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Richard Thies

Objective

The objective of the Fund is to achieve long term capital growth. The Fund is actively managed, mainly investing in stocks of large size companies listed or located in the US, with a market capitalization of more than USD 10 billion at the time of purchase. The strategy of the Fund is growth oriented, this means it identifies and invests in stocks of companies with perceived future earnings growth potential. In addition, the Fund may hold bank deposits as well as invest in money market instruments and bonds issued by companies or governments.

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 7.1%
2018 -4.7% -5.4% 8.3% 6.0% -12.2%
2017 10.9% 3.8% -0.5% 2.1% 5.2%
2016 21.1% -1.9% 6.9% 6.3% 8.7%
2015 15.6% 11.7% -5.8% -0.6% 10.6%
2014 10.0% -1.6% -2.4% 4.9% 9.2%
2013 24.5% 12.3% 0.0% 5.9% 4.7%
2012 2.3% 7.4% -3.8% 3.1% -4.0%
2011 -2.3% -1.3% -1.8% -6.1% 7.4%
2010 22.4% 11.3% -10.6% 9.9% 12.0%
2009 5.9% -5.0% -7.4% 16.9% 3.0%
2008 -24.8% -10.4% 6.5% -14.5% -7.8%
2007 33.8% -2.4% 9.1% 12.6% 11.6%
2006 -7.3% -0.1% -11.4% 3.2% 1.4%
2005 19.3% -2.1% 5.5% 10.6% 4.4%
2004 8.8% -2.3% 3.8% -0.5% 7.8%
2003 2.8% -2.3% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Singapore
  3. Spain
  4. Sweden
  5. United Kingdom

Fund Info

  • Launch date17/01/2003
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0247237638

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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