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Indosuez Funds America Small & Mid Caps GX Dis

Ranked 51 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Objective

The objective of the compartment is to seek yield and/or long-term capital gain by managing a portfolio composed mainly of shares in American companies of small and medium capitalisation, without restriction on the activity sector.

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 9.2%
2018 -5.8% -2.1% 9.4% 5.8% -16.9%
2017 10.9% 1.5% 1.0% 3.4% 4.7%
2016 38.9% 1.0% 11.8% 9.1% 12.7%
2015 1.3% 11.7% -5.9% -7.4% 4.1%
2014 0.8% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Spain
  3. United Kingdom

Fund Info

  • Launch date05/06/2014
  • Share Class size14Mn
  • Base currencyUnits
  • ISIN LU1073905454

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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