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sector performance

Multi-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 22.5% 5.6% 3.8% 6.0% 5.5%
2016 8.0% -1.1% 0.4% 5.0% 3.5%
2015 5.4% 3.1% -0.4% -4.4% 7.3%
2014 12.5% 0.4% 4.1% 1.7% 5.9%
2013 33.3% 10.9% 2.1% 7.9% 9.1%
2012 15.6% 12.9% -4.2% 8.0% -1.1%
2011 5.0% 8.8% 1.0% -15.0% 12.5%
2010 15.6% 5.2% -12.8% 14.6% 9.9%
2009 22.7% -7.5% 14.4% 10.2% 5.2%
2008 -38.2% -12.1% -1.1% -7.2% -23.4%
2007 8.7% 2.6% 5.5% 1.0% -0.5%
2006 15.3% 2.7% -4.1% 8.9% 7.5%
2005 1.2% -1.8% -0.1% -0.6% 3.8%
2004 8.9% 2.1% -0.1% -3.5% 10.7%
2003 39.5% 0.8% 19.1% 4.3% 11.5%
2002 -22.2% 1.6% -13.0% -18.7% 8.2%
2001 6.6% -0.6% 15.3% -17.3% 12.4%
2000 19.5% 6.0% 1.1% 5.9% 5.3%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/12/1999
  • Share Class size156Mn
  • Base currencyUSD
  • ISINUS01879K1016

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.45%
  • Initial investment0