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Alger SICAV-Alger Small Cap Focus A US

Ranked 3 out of 40 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 the Alger. She joined the company in 2015 and has over 18 years of investment experience. Prior to this, she worked at Brown Capital Management as a managing director and senior portfolio manager. Her previous experience includes working as a portfolio manager and analyst at Epsilon Investment Management, research analyst at Templeton Worldwide, and associate at Citicorp Securities. Zhang earned her B.A. from Manhattanville College, where she graduated Summa Cum Laude. She earned her M.B.A. from Columbia Business School, where she was inducted into the Beta Gamma Sigma honor society and named to the Dean’s List. She is also a member of the Columbia Business School Ambassadors Program. Amy is a CFA charterholder and a member of the CFA Institute. She is a former president of the CFA Society Baltimore and is currently chair of their advisory board. She also served as a member on the Board of directors, as well as vice president and programs chair for the CFA Society of Stamford.

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 : 31/03/2017 - 31/03/2018

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 size11Mn
  • 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).