VAM Funds (Lux) US Mid Cap Growth B

Ranked 8 out of 70 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

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.

Objective

The Compartment will invest in an unleveraged portfolio of equity and equity-convertible securities and cash or cash equivalents. The Compartment's assets will consist primarily of equity or equity-convertible securities of companies with perceived high growth potential and listed in the United States or dealt in on another United States Eligible Market with aggregate market capitalizations, at the time of purchase, within the current market capitalization ranges for generally followed mid-cap indexes, such as the S&P Midcap 400 Index and the Russell Midcap Growth Index.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 17.9%
2018 1.3% 0.3% 14.1% 10.9% -20.2%
2017 13.5% 4.6% -0.6% 2.5% 6.5%
2016 8.3% -4.2% 7.3% 4.2% 1.1%
2015 6.4% 11.8% -7.7% -4.0% 7.4%
2014 2.8% -2.8% -5.1% 0.5% 10.9%
2013 28.8% 15.9% 2.1% 7.0% 1.7%
2012 4.1% 7.9% -4.0% 4.5% -3.8%
2011 -3.6% 6.4% 0.2% -13.5% 4.6%
2010 28.6% 16.6% -10.8% 7.2% 15.4%
2009 6.2% -7.5% -7.0% 18.2% 4.4%
2008 -32.6% -15.6% 13.0% -17.2% -14.6%
2007 40.7% 7.5% 13.6% 6.2% 8.5%
2006 -5.4% 14.4% -12.8% -7.9% 2.9%
2005 11.9% 2.4%

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 date29/04/2005
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN LU0214333063

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment1.75%

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