Cupps All Cap Growth Institutional

The investment seeks to achieve growth of capital over the long term.
The fund will invest primarily in equity securities of U.S. companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the benchmark indices and Cupps Capital Management, LLC (the "Adviser") believes are experiencing or are positioned to experience earnings growth above the average of the fund's benchmark indices. The adviser attempts to outperform the benchmark index, Russell 1000® Growth Index and the Russell 3000® Growth Index.

Key stats

Management firm  Cupps Capital
Domicile  United States
Fund Administrator  ALPS Fund Services, Inc.
Global Branding Name  Cupps Capital
Fund currency  USD
Launch Date  2014-06-30
ISIN  US02110A7954
SEDOL  BNG6T72
Manager 1 Name  Andrew Cupps
Fund Strategy  Large Growth
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  2.44%
Return - 2 Months  -0.10 %
Return - 3 Months  6.45%
Return - 6 Months  0.00 %
Return - 9 months  0.00 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  0.70%
Return YTD  0.00%

Charges

Initial  0.00 %
Minimum Investment  $2,000
Maximum Managment Charge  0.95 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Cupps Capital Management, LLC
Contact Address 2  300 North LaSalle Boulevard, Suite 5425,
Contact Address 3  Chicago, Illinois 60654
Contact city  Chicago
Contact country  United States
Fund Admin Group  Cupps Capital
Web Address  http://www.cuppsfunds.com/
Custodian  Union Bank N.A.

Price

Last Price Date  2014-11-25
Pre-tax nav  10.15
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.00
Price change (percentage)  0.00 %
Guaranteed NAV  0.00000
Close Price  0.00

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Ratings Disclaimer

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