About SCMGX
Sands Capital Global Growth Fund Institutional Shares is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in publicly traded equity securities worldwide. The fund holds a diversified portfolio of large-cap growth companies spanning both developed and emerging markets, typically allocating at least 40% of its net assets to non-U.S. companies. Its investment strategy emphasizes innovative, high-growth businesses, particularly within sectors such as technology, consumer cyclical, financial services, industrials, and communication services. Notable holdings frequently include prominent names like NVIDIA, Amazon.com, Visa, and Netflix, reflecting its commitment to dynamic, future-oriented firms. The fund is tailored for institutional investors, as indicated by its higher minimum investment and competitive expense ratio. As part of the global large-stock growth category, its role is to provide access to fast-growing companies worldwide, helping diversify institutional portfolios beyond regional or sector-specific strategies while seeking superior long-term growth potential.
Fund Family Sands Capital
Category World Large-Stock Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SCMGX
Share Class Institutional Class Shares
Index MSCI AC World NR USD
SCMGX had a total return of 2.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.93%.
