- What does SCGVX invest in?
- The fund's primary objective is to achieve substantial capital growth over the long term. Typically, it predominantly allocates its capital to the equity shares of publicly traded companies located anywhere in the world, encompassing both well-established developed nations and rapidly expanding emerging economies. Under normal market circumstances, the advisor is expected to diversify holdings across a minimum of three countries, including the United States. Furthermore, at least 40% of the fund's net assets, augmented by any funds borrowed for investment, will be dedicated to companies based outside the U.S.
- What is the expense ratio of SCGVX?
- Sands Capital Global Growth Fund Investor Shares (SCGVX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SCGVX?
- Sands Capital Global Growth Fund Investor Shares (SCGVX) manages $740.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is SCGVX actively managed or an index fund?
- SCGVX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SCGVX's is 1.22%) in exchange for the discretion to over- or under-weight positions.
- When was SCGVX launched?
- Sands Capital Global Growth Fund Investor Shares (SCGVX) launched in March 2010 and is managed by the fund issuer.
- How has SCGVX performed?
- SCGVX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
