VAM Funds (Lux) World Growth Class C

Ranked 256 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Burr

Jeff James

Jeff James is the portfolio manager for the Micro Cap Growth, Small Cap Growth and Small/Mid Cap Growth strategies at Driehaus Capital Management. In his role as portfolio manager, he has final responsibility for the strategies' portfolio construction, risk management and buy/sell decisions. Additionally, he is responsible for implementation of the investment philosophy, idea generation as well as the evaluation of macro-level trends and the market environment. James began his career with Lehman Brothers in 1990. From 1991 to 1997, he worked at the Federal Reserve Bank of Chicago as an analyst and joined Driehaus Capital Management in 1997 as a sector analyst covering the information technology and energy sectors for the firm’s Small Cap Growth and Mid Cap Growth strategies. In 1998, he began managing the Driehaus Micro Cap Growth strategy. From 2001 to 2005, he also served as portfolio manager for the firm’s long/short hedge fund. He was named portfolio manager of the Driehaus Small Cap Growth strategy in 2006.

David Mouser

Objective

The investment objective of the Fund is to achieve significant capital appreciation over each full market cycle. To achieve this objective the Fund will invest in an unleveraged portfolio of equity and equity-convertible securities and cash or cash equivalents.The Compartment invests primarily in equity securities of both U.S. and non-U.S. companies exhibiting strong growth characteristics.

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 12.2%
2018 -4.2% -2.3% 10.7% 7.9% -17.9%
2017 18.5% 4.7% 3.0% 4.3% 5.3%
2016 12.3% -2.3% 7.2% 6.9% 0.2%
2015 13.3% 12.1% -5.6% -1.4% 8.5%
2014 4.8% 0.2% -4.3% 0.8% 8.4%
2013 14.5% 9.9% -2.4% 2.0% 4.6%
2012 7.1% 12.0% -6.3% 3.8% -1.7%
2011 -17.6% -1.7% -3.1% -19.2% 7.0%
2010 19.7% 11.8% -13.3% 9.9% 12.3%
2009 31.8% -2.4% 5.9% 22.1% 4.4%
2008 -12.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden
  3. United Kingdom

Fund Info

  • Launch date25/07/2008
  • Share Class size13Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75%

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