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Comgest Growth America USD Acc

Ranked 45 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Christophe Nagy

Christophe Nagy joined Comgest in 2009 as an analyst and portfolio manager specialising in US equities. He is lead portfolio manager of the Comgest Growth America fund and has played an instrumental role in building the US equity team and guiding their research activities. Before joining Comgest, Christophe worked firstly at Mercer Consulting from 1991, at Carmignac Gestion from 1998 where he managed global growth portfolios, and then from 2002 as a senior portfolio manager at Edmond de Rothschild Asset Management. Christophe holds a Master’s degree in Engineering from Ecole des Mines in St‐Etienne in France and received an MBA from the INSEAD graduate business school near Paris in 1991.

Alexandre Narboni

Alexandre Narboni joined Comgest in 2009 and is an analyst and portfolio manager specialising in US equity, contributing to idea generation and management of the Comgest Growth America fund. He continues to co‐manage this fund alongside the GEM team. Before joining Comgest, Alexandre worked in New York, firstly in asset‐backed securities at Société Générale from 2005, then as a hedge fund analyst at HSBC. After graduating from the National School of Statistics and Economic Administration (ENSAE) in Paris, he studied for one year at Columbia University in New York where he was awarded a Master’s degree in Financial Mathematics.

Joshua Veit

Joshua Veit joined Comgest in 2013 and is an analyst and portfolio manager. Specialising in US equity, he works on identifying quality growth companies for the Comgest Growth America fund. Following internships at Boyar Asset Management and Lehman Brothers in New York where he worked as a research analyst, Joshua joined Barclays Capital in London as an equity research analyst covering the Business Services sector. He holds a Bachelor’s of Science in Economics from the Wharton School, University of Pennsylvania.

Objective

The investment objective of the America Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in America.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/03/2018 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 10.1%
2017 5.6% 5.8% -3.1% -1.3% 4.4%
2016 8.0% -4.1% 5.3% 4.0% 2.9%
2015 12.2% 14.9% -6.9% -4.7% 10.0%
2014 29.1% 0.8% 5.6% 8.9% 11.5%
2013 29.6% 16.5% -0.2% 3.7% 7.5%
2012 8.5% 3.9% 1.7% 4.6% -1.8%
2011 3.5% -3.6% -0.1% -6.1% 14.5%
2010 19.2% 12.5% -2.3% -2.5% 11.3%
2009 33.4% 2.8% 11.0% 6.5% 9.7%
2008 -36.6% -13.2% -7.9% 4.6% -24.2%
2007 -8.5% -3.1% -0.4% -0.8% -4.5%
2006 -10.3% -1.7% -12.5% 5.1% -0.8%
2005 16.2% -1.2% 8.2% 3.1% 5.4%
2004 -1.0% 2.7% 4.4% -5.6% -2.2%
2003 -2.3% -4.7% 3.0% 0.0% -0.4%
2002 -30.0% 5.7% -20.8% -12.8% -4.1%
2001 11.3% 21.1% 3.8% -22.7% 14.6%
2000 11.2% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date16/05/2000
  • Share Class size50Mn
  • Base currencyUSD
  • ISIN IE0004791160

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.00%

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