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VAM US Mid Cap Growth Fund B USD
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Ranking
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Sector:
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USA-Equity-Unclassified |
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Size:
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(USD) 19 410 000 |
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Sector Rank:
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2 out of 3 |
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(lump sum over 3 years to 31 Aug 2025)
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Overall Rank:
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272 out of 491 |
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(lump sum over 3 years to 31 Aug 2025)
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| R20000 invested on 31 Aug 2022 was worth R27 776 at 31 Aug 2025 |
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(11.57% annual compound return)
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| R5000 per month since 31 Aug 2022 was worth R210 459 at 31 Aug 2025 |
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(9.94% annual return compounded monthly)
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| Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site. |
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Focus and Objective
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The investment objective of the Fund is to achieve long-term capital appreciation. This is achieved through a growth style of investment in equity, including common stocks and other equity securities of issuers of US mid-capitalisation companies usually with a market capitalisation of less than $10 billion on initial investment. The strategy of the Fund is growth oriented. This means it identifies and invests in stocks of companies with perceived future earnings growth potential.
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Technical Overview
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| Base currency: |
USD |
Formation date: |
15 Jun 2023 |
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