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Hereford Funds - DSM US Large Cap Growth A USD

Ranked 8 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the Fund is to provide capital appreciation principally through investments in US-based growing corporations with market capitalizations generally above 2 billion dollars. These companies are chosen for their growth prospects, attractive returns, solid business fundamentals and intelligent management. The sub fund may, on an ancillary basis, invest in US-based companies with lower market capitalizations as well as in non-US based companies.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.4% 9.8% 7.1%
2016 -3.3% -4.3% -2.3% 7.3% -3.6%
2015 7.0% 4.3% 1.7% -6.8% 8.4%
2014 9.7% -1.2% 2.0% 1.6% 7.3%
2013 34.1% 9.3% -0.2% 9.1% 12.7%
2012 18.2% 17.1% -4.7% 6.8% -0.8%
2011 -2.0% 3.1% 0.6% -14.6% 10.7%
2010 21.9% 6.2% -11.0% 17.1% 10.1%
2009 22.8% -5.5% 11.3% 12.2% 4.0%
2008 -39.3% -9.8% 5.2% -13.6% -26.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Netherlands
  5. Switzerland

Fund Info

  • Launch date28/11/2007
  • Share Class size50Mn
  • Base currencyUSD
  • ISIN LU0327604228

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0

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