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;Z

Ranked 72 out of 1886 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.3% 8.1% 7.2%
2017 34.1% 11.2% 6.1% 5.9% 7.3%
2016 1.3% -3.1% -0.6% 6.7% -1.4%
2015 7.4% 5.1% 2.6% -8.8% 9.1%
2014 14.3% 0.4% 5.3% 4.0% 4.1%
2013 36.1% 8.8% 1.2% 10.4% 11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/2012
  • Share Class size144Mn
  • Base currencyUSD
  • ISIN US0155707732

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.03%

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