New Capital US Small Cap Growth USD Inst Acc

Ranked 48 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Tim Butler

Objective

In order to achieve its investment objective, the Sub-Fund will invest in equities (with a focus on companies with a market capitalisation of less than $5bn) issued by companies listed or traded on Recognised Markets in the United States such as the NASDAQ, the New York Stock Exchange, the American Stock Exchange, the Chicago Mercantile Exchange and the Chicago Board of Trade. The Sub-Fund may invest up to a maximum of 20% of the Net Asset Value in non-US companies traded on a Recognised Market in the United States, including ADRs (American Depository Receipts)

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.0%
2018 0.1% 0.6% 17.9% 7.4% -21.5%
2017 18.2% 5.8% -0.3% 6.7% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Singapore
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date12/12/2016
  • Share Class size90Mn
  • Base currencyUSD
  • ISIN IE00BYX8VM74

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment100,000

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).