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Baron Focused Growth Fund;Retail

Ranked 96 out of 850 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

David Baron

Ronald Baron

Ronald Baron founded Baron Asset Management based in New York in 1982. He manages the Baron Growth, Baron Partners, Baron Focused Growth and the Baron USA Partners funds dealing in North American equities, using a growth investment style.

Objective

The Fund seeks capital appreciation. The Funds seeks to purchase U.S. securities of small and mid-sized growth companies that the Adviser believes are undervalued relative to their businesses long-term growth prospects, future cash flows and asset values.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 12.6% 2.8%
2017 26.4% 8.5% 10.0% 3.2% 2.6%
2016 0.7% -0.9% 1.3% 1.0% -0.7%
2015 -2.4% 3.4% 3.1% -13.8% 6.2%
2014 2.4% -0.4% 2.7% -4.2% 4.5%
2013 25.7% 10.9% -2.1% 8.5% 6.6%
2012 16.0% 9.3% -7.4% 8.2% 5.8%
2011 -1.4% 7.1% -1.2% -18.1% 13.8%
2010 25.2% 5.5% -5.9% 7.6% 17.3%
2009 33.8% -7.0% 19.9% 15.9% 3.6%
2008 -6.9% -28.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2008
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN US06828M2070

Purchase Info

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

Charges

  • Annual management0.25%

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