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VAM US Mid Cap Growth Fund B USD
VAM US Mid Cap Growth Fund B USD
VAM Global Management Company S.A.
VAM US Mid Cap Growth Fund B USD
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: USA-Equity-Unclassified
Size: (USD) 16 200 000
 
Sector Rank: 2 out of 3
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 244 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R23 889 at 30 Nov 2024
(6.10% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R249 597 at 30 Nov 2024
(20.38% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The investment objective of the Fund is to achieve long-term capital appreciation. This is achieved through a growth style of investment in equity, including common stocks and other equity securities of issuers of US mid-capitalisation companies usually with a market capitalisation of less than $10 billion on initial investment. The strategy of the Fund is growth oriented. This means it identifies and invests in stocks of companies with perceived future earnings growth potential.
 
Technical Overview
Base currency: USD Formation date: 15 Jun 2023
 

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