CRM US Equity Opportunities S USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.4 | 22.1 | 0.6 | -1.5 | 9.8 | |
+/-Cat | -5.8 | 2.6 | 12.9 | -14.9 | 1.2 | |
+/-B’mrk | - | -4.2 | 10.4 | -20.1 | -1.1 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 26/04/2024 | USD 29.25 | |
Day Change | 0.76% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B43N7R95 | |
Fund Size (Mil) 30/04/2015 | USD 411.90 | |
Share Class Size (Mil) 26/04/2024 | USD 10.38 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 1.90% |
Investment Objective: CRM US Equity Opportunities S 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 12/10/2010 |
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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 S USD | - |
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Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
CRM US Equity Opportunities S USD |