Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Alger Capital Appreciation Focus Fund;I

Ranked 63 out of 1867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Dr. Ankur Crawford

Ankur Crawford is senior vice president, senior analyst and portfolio manager of the Alger Capital Appreciation, Alger Spectra, and Alger Mid Cap Growth strategies. Crawford joined Alger in September 2004 and has 11 years of investment experience. Prior to joining Alger she earned a Ph.D. in Materials Science and Engineering from Stanford University. Previously, she was a summer analyst with Merrill Lynch. She graduated from the University of California, Berkeley, with a B.S. in Mechanical Engineering and a B.S. in Materials Science and Engineering.

Patrick Kelly

Patrick Kelly originally hails from Wilmington in the small eastern US state of Delaware. He studied finance at Georgetown University and spent two years as an investment banking analyst at SG Cowen before deciding to enter the world of asset management at Alger in 1999. He quickly rose through the ranks and was made senior analyst in 2001 and then fund manager in 2004. He has over ten years of investment experience and is a Chartered Financial Analyst. Patrick currently manages the Alger American Asset Growth fund. As a keen sportsman, he has a strong competitive streak which he has transferred from the sports field to the field of investing.

Objective

The Fund seeks long-term capital appreciation by investing in common stocks of companies which appear, on the basis of original research, to have unusual appreciation potential, due to high unit volume growth or major life cycle change.

Performance

US over : 30/06/2017 - 30/06/2018
  • Rank 63/1867 Total Return
  • Rank 1475/1867 Standard Deviation
  • Rank 183/1867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.3% 8.0%
2017 33.7% 11.1% 6.0% 5.9% 7.2%
2016 1.1% -3.1% -0.7% 6.6% -1.5%
2015 7.1% 5.0% 2.6% -8.8% 9.0%
2014 14.0% 0.3% 5.2% 3.9% 4.0%
2013 35.9% 8.8% 1.2% 10.3% 11.9%
2012 8.7% 14.1% -7.8% 5.7% -2.2%
2011 -0.7% 5.3% 0.3% -14.5% 9.9%
2010 13.8% 4.4% -12.5% 12.9% 10.3%
2009 40.4% -0.6% 15.5% 14.8% 6.6%
2008 -47.3% -13.7% 0.8% -15.6% -28.2%
2007 18.8% 2.2% 7.4% 7.6% 0.6%
2006 4.6% 1.2% -4.4% 0.9% 7.2%
2005 11.7% -2.8% 4.0% 8.1% 2.2%
2004 4.8% 1.7% 1.1% -7.6% 10.4%
2003 34.4% -0.6% 17.2% 3.2% 11.8%
2002 -33.9% -3.3% -15.6% -20.6% 2.0%
2001 -12.3% -11.6% 7.4% -18.4% 13.1%
2000 -13.9% 10.8% -5.9% -3.5% -14.4%
1999 35.2% 11.8% 5.2% -5.8% 22.1%
1998 50.0% 16.0% 9.2% -6.8% 27.1%
1997 26.7% -0.1% 18.1% 11.9% -4.1%
1996 11.3% 3.8% 2.6% 1.8% 2.8%
1995 39.5% 6.3% 19.3% 14.2% -3.6%
1994 -3.0% -7.2% -7.0% 10.5% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date08/11/1993
  • Share Class size34Mn
  • Base currencyUSD
  • ISIN US0155703020

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.49%

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