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sector performance

Multi-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 3.9% 5.0%
2016 8.5% -2.5% 2.9% 6.5% 1.6%
2015 5.4% 3.4% 1.4% -6.7% 7.8%
2014 9.3% 0.9% 5.0% 0.4% 2.7%
2013 33.8% 8.6% 3.1% 9.2% 9.4%
2012 20.5% 14.6% -4.2% 7.4% 2.3%
2011 -4.9% 5.3% -0.7% -16.2% 8.6%
2010 12.3% 4.2% -11.7% 10.7% 10.3%
2009 34.5% -4.0% 16.7% 13.4% 5.9%
2008 -39.1% -7.9% 1.2% -15.0% -23.1%
2007 11.0% 1.4% 7.7% 4.4% -2.7%
2006 10.9% 4.4% -1.6% 1.5% 6.5%
2005 14.2% -1.8% 3.6% 6.9% 5.1%
2004 12.0% 3.5% 1.1% -2.3% 9.6%
2003 32.9% -2.5% 17.2% 3.7% 12.2%
2002 -22.0% -1.3% -14.5% -13.6% 6.9%
2001 -12.3% -14.1% 9.5% -20.6% 17.4%
2000 7.5% 17.6% -1.3% 1.9% -9.1%
1999 45.7% 6.0% 12.3% -2.2% 25.1%
1998 31.8% 11.8% 2.4% -9.5% 27.2%
1997 26.9% 0.5% 11.9% 14.0% -1.1%
1996 14.8% 3.3% 2.1% 1.0% 7.8%
1995 -0.1%

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 date01/11/1958
  • Share Class size85,397Mn
  • Base currencyUSD
  • ISINUS3998741066

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.27%
  • Initial investment0