CRM US Equity Opportunities A USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.4 | 23.2 | 1.6 | -0.6 | 10.1 | |
+/-Cat | -4.8 | 3.7 | 13.8 | -14.0 | 1.4 | |
+/-B’mrk | - | -3.1 | 11.4 | -19.1 | -0.9 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 24/04/2024 | USD 24.41 | |
Day Change | -0.45% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B5ZXDG51 | |
Fund Size (Mil) 30/04/2015 | USD 411.90 | |
Share Class Size (Mil) 23/04/2024 | USD 1.13 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 1.00% |
Investment Objective: CRM US Equity Opportunities A USD |
The investment objective of the Fund is to achieve long-term capital appreciation primarily through investments in US equity and equity related securities throughout the market capitalization range and without sectorial bias. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jeffrey Reich 01/07/2010 | ||
Jay Abramson 01/07/2010 | ||
Inception Date 15/03/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CRM US Equity Opportunities A USD | - |
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Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
CRM US Equity Opportunities A USD |