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sector performance

Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.8% 6.3% 5.2%
2016 2.8% -1.3% -0.5% 6.0% -1.3%
2015 10.5% 5.8% 1.6% -4.4% 7.5%
2014 13.6% -1.0% 5.3% 2.8% 6.0%
2013 36.9% 9.0% 1.3% 11.0% 11.7%
2012 18.1% 17.0% -6.9% 10.5% -1.8%
2011 -0.9% 9.5% -2.7% -15.8% 10.4%
2010 9.4% 2.5% -14.7% 10.2% 13.6%
2009 41.2% -4.2% 13.5% 16.5% 11.4%
2008 -31.7% -14.0% 2.6% -14.8% -9.1%
2007 13.8% 0.4% 5.2% 6.8% 0.9%
2006 -0.9% 0.2% -8.1% 2.9% 4.6%
2005 14.1% -6.6% 6.3% 7.8% 6.6%
2004 8.2% 1.0% 2.4% -5.1% 10.1%
2003 22.7% -1.8% 11.4% 3.6% 8.3%
2002 -32.4% -6.3% -16.4% -15.6% 2.2%
2001 -23.9% -18.2% 5.0% -19.8% 10.6%
2000 -19.9% 6.7% -2.8% -8.1% -15.9%
1999 27.3% 9.4% 3.5% -5.4% 18.9%
1998 49.3% 20.4% 7.7% -12.1% 31.1%
1997 32.7% -1.2% 21.6% 13.4% -2.7%
1996 24.1% 5.9% 2.7% 1.2% 12.8%
1995 0.6%

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 date28/09/1992
  • Share Class size2,022Mn
  • Base currencyUSD
  • ISINUS01877C1018

Purchase Info

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

Charges

  • Annual management0.73%
  • Initial investment4.25