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Hereford Funds - DSM US Large Cap Growth A USD

Ranked 11 out of 244 in - US over 36 months
All calculations are in EUR 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 in Luxembourg View performance globally

Performance

US over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.9% 3.0% 3.3%
2016 -0.4% -8.8% 0.2% 6.1% 2.7%
2015 19.2% 17.5% -2.0% -7.0% 11.4%
2014 25.0% -1.2% 2.7% 10.1% 12.0%
2013 28.3% 12.2% -1.4% 4.8% 10.8%
2012 16.4% 14.2% 0.1% 5.3% -3.2%
2011 1.3% -2.5% -1.6% -7.7% 14.4%
2010 30.3% 12.6% -1.7% 5.1% 12.0%
2009 18.9% -1.0% 5.4% 7.7% 5.9%
2008 -36.2% -16.8% 5.8% -3.0% -25.2%

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

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