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IVY Global Invest US Mid Cap Growth A USD

Ranked 6 out of 51 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated


The Sub-Fund seeks to provide growth of capital. To achieve this objective the Sub-Fund will invest primarily in common stocks of mid-capitalization companies that the Investment Manager believes offer above-average growth potential. The Sub-Fund seeks to achieve its objective by investing at least 70% of its net assets in US equity securities in common stocks of companies with market capitalizations within the range of companies in the Russell Midcap Growth Index at the time of acquisition.

Showing fund performance in Luxembourg View performance globally


US Small & Medium Companies over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.8% 4.6% -1.1% 1.1% 5.1%
2016 7.8% -6.5% 4.4% 2.9% 7.3%
2015 3.9% 16.8% -5.3% -13.5% 8.5%
2014 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date30/09/2014
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU1113383886

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.50%

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