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Alger SICAV-Alger Dynamic Opportunities A US

Ranked 413 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Gregory S. Adams

Gregory Adams is a senior vice president, portfolio manager and director of quantitative and risk management at Alger. He joined the company in 2006 and has over 28 years of experience. Previously, he was director of quantitative research at Lord Abbett & Co., and was responsible for portfolio construction simulation and quantitative stock selection. Over the course of his career, Greg was managing director and portfolio manager at Deutsche Asset Management and The Chase Manhattan Bank. Adams earned a B.A. in American History from the University of Pennsylvania’s School of Arts and Sciences and a B.S. in Economics and Finance from The Wharton School. He is a CFA charterholder and a member of the CFA Institute.

Dan C Chung

Daniel C Chung attended Stanford University and Harvard Law School. After completing law school, he served a one-year term as Judicial Clerk at the United States Supreme Court. In 1989, he joined Simpson Thacher and Bartlett in New York City and earned an LLM from New York University. Dan is a CFA charterholder. He is currently chief executive officer and chief investment officer of Fred Alger Management and The Spectra Funds. He has over 13 years of experience and has been with Alger since 1994.

Objective

The Fund investing in securities listed or traded on United States or foreign stock exchanges or over-thecounter markets. The Sub-Funds investment objective is long-term capital appreciation. It seeks to achieve a positive return with limited volatility and limited correlation to equity and fixed income markets. The Fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stock and convertible securities).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 4.1%
2016 -1.1% -3.1% -0.9% 3.6% -0.5%
2015 1.5% 2.9% 2.5% -6.3% 2.6%
2014 1.1%

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 date08/08/2014
  • Share Class size39Mn
  • Base currencyUSD
  • ISIN LU1083692993

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 USD).