Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Barclays GA - US Small & Mid Cap Equity M Inc GBP

Ranked 16 out of 28 in - North American Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Wee-Tsen Lee

Objective

The Fund seeks long-term capital growth primarily through investment in small and mid-capitalisation US companies. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock, of small and mid-capitalisation companies domiciled in the US or having significant operations in the US, and listed or traded on a Regulated Market in the US or in an OECD Country. US small and mid-capitalisation issuers are those having a market capitalisation, at the time of purchase, in the bottom 40% of the US equity market.

Performance

North American Small & Medium Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.5% 3.9% -2.4%
2013 38.8% 11.7% 5.0% 7.6% 9.9%
2012 11.8% 13.3% -7.1% 7.3% -1.0%
2011 -17.4% 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Jersey
  7. Portugal
  8. Singapore
  9. Spain
  10. United Kingdom

Fund Info

  • Launch date01/06/2011
  • Share Class size259Mn
  • Base currencyGBP
  • ISIN IE00B3S9GS98

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.9%
  • Initial investment0

Related News

JPM hires Citywire rated multi-manager from Barclays Wealth

Milica Fomicov has left her position as a portfolio manager in the multi-manager team at Barclays Wealth & Investment to join JP Morgan Private Bank.

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