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Indosuez Funds America Small & Mid Caps GX Dis

Ranked 12 out of 52 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The objective of the compartment is to seek yield and/or long-term capital gain by managing a portfolio composed mainly of shares in American companies of small and medium capitalisation, without restriction on the activity sector.

Showing fund performance in Luxembourg View performance globally

Performance

US Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 6.7% 1.3% -1.6% 3.0% 3.9%
2016 19.9% -6.1% 6.7% 4.8% 14.2%
2015 6.7% 19.8% -3.9% -11.0% 4.1%
2014 3.6% 12.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date05/06/2014
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1073905454

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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