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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 8.9% 4.3% 6.5%
2016 5.5% -1.4% 0.1% 5.4% 1.4%
2015 7.7% 5.5% 1.4% -6.2% 7.4%
2014 10.5% -0.6% 4.3% 1.9% 4.6%
2013 30.2% 6.3% 1.1% 8.6% 11.6%
2012 14.7% 17.3% -5.7% 7.3% -3.3%
2011 1.4% 6.5% 1.7% -14.8% 9.9%
2010 14.6% 4.6% -13.9% 13.0% 12.6%
2009 34.8% -4.1% 15.4% 13.6% 7.2%
2008 -39.7% -12.3% 1.6% -13.5% -21.8%
2007 21.7% 2.4% 7.7% 5.5% 4.5%
2006 -1.8% -0.2% -6.9% -1.0% 6.9%
2005 0.9% -4.6% 1.4% 1.0% 3.3%
2004 7.4% 1.8% 1.2% -4.5% 9.1%
2003 24.7% -2.4% 15.9% 1.4% 8.7%
2002 -22.8% -0.7% -12.9% -15.4% 5.6%
2001 -18.2% -14.6% 3.6% -13.9% 7.5%
2000 -8.7% 5.2% -3.1% -0.7% -9.8%
1999 15.1% 8.5% 2.5% -4.8% 8.8%
1998 35.7% 13.8% 5.3% -7.4% 22.4%
1997 32.2% 1.5% 19.4% 6.7% 2.2%
1996 19.2% 4.5% 3.2% 4.5% 5.8%
1995 0.4%

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 date31/10/1958
  • Share Class size2,692Mn
  • Base currencyUSD
  • ISINUS0250835024

Purchase Info

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

Charges

  • Annual management0.99%