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Alger SICAV-Alger Small Cap Focus I3 US

Ranked 39 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Amy Zhang

Amy Zhang is senior vice president and portfolio manager at Alger Management. She joined the firm in 2015 and has 23 years of investment experience. Prior to joining Alger, Zhang worked at Brown Capital Management as a managing director and senior portfolio manager. Zhang earned her BA from Manhattanville College, where she graduated Summa Cum Laude. She earned her MBA from Columbia Business School. She is also a member of the Columbia Business School Ambassadors Programme. Zhang is a CFA charterholder and a member of the CFA Institute.

Objective

The Fund generally invests at least two-third of its net assets in equity securities with a relative small market capitalization. The Fund references as a benchmark the Russell 2000 Growth Index, an index of common stock designated to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. The Fund invests also in technology companies focused in the fields of medicine and information. The Sub-Fund intends to invest a substantial portion of its assets in a small number of issuers, and may concentrate its holdings in fewer business sectors or industries.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 16.9%
2018 23.1% 18.0% -20.0%

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 date20/03/2018
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU1732799496

Purchase Info

  • Min. initial 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).