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Baron Fifth Avenue Growth Fund;Retail

Ranked 21 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Managed by

Alexander Umansky

Objective

The Fund seeks capital appreciation through investments primarily in securities of large-sized growth companies. The Fund invests primarily in equity securities in the form of common stocks of large-sized growth companies with market capitalizations of more than $5 billion at the time of purchase.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.1% 8.5% 6.3%
2016 -2.1% -5.0% 0.0% 10.1% -6.4%
2015 6.3% 5.0% 3.5% -10.5% 9.3%
2014 8.1% 0.3% 3.8% 0.5% 3.3%
2013 35.4% 4.8% 2.1% 13.5% 11.6%
2012 20.9% 22.7% -7.6% 6.1% 0.4%
2011 -2.6% 3.2% 3.3% -16.5% 9.5%
2010 10.6% 4.4% -12.4% 10.4% 9.6%
2009 31.2% -9.0% 16.3% 16.4% 6.4%
2008 -38.9% -10.2% -4.7% -4.6% -25.2%
2007 5.6% 1.0% 2.5% 4.1% -1.9%
2006 10.2% 4.1% -4.2% 3.0% 7.3%
2005 8.5% -4.7% 7.1% 3.3% 2.9%
2004 -1.2% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/04/2004
  • Share Class size88Mn
  • Base currencyUSD
  • ISIN US0682785060

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.78%

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