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Alger SICAV-Alger Small Cap Focus A US

Ranked 2 out of 41 in - US Small & Medium Companies over 12 months
All calculations are in EUR 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 Finland View performance globally

Performance

US Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.3%
2017 12.0% 7.3% 1.4% 0.6% 2.4%
2016 12.6% 10.6% 3.5%

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 date29/01/2016
  • Share Class size15Mn
  • Base currencyUSD
  • ISIN LU1339879758

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment6

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