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sector performance

Equity Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1%
2017 20.2% 5.5% 3.5% 3.3% 6.5%
2016 9.3% 3.1% 2.3% 2.1% 1.6%
2015 -5.4% 0.2% -1.6% -6.4% 2.5%
2014 10.2% 1.0% 5.1% -0.4% 4.3%
2013 28.0% 9.8% 4.0% 4.3% 7.6%
2012 11.2% 6.8% -0.7% 5.2% -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 date29/12/2011
  • Share Class size73Mn
  • Base currencyUSD
  • ISINUS1152336863

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management0.60%