Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Large-Cap Growth
Rank Fund Name Currency Risk
91 Columbia Large Cap Growth Fund III;Z USD 7.0
92 Wells Fargo Endeavor Select Fund;A USD 7.0
93 Transamerica US Growth;A USD 7.0
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 6.9% 4.8%
2016 1.5% -3.7% 0.3% 6.2% -1.0%
2015 2.9% 2.7% 1.4% -8.8% 8.4%
2014 9.4% -1.3% 6.1% 4.3% 0.2%
2013 32.2% 11.4% 4.4% 6.5% 6.8%
2012 10.4% 16.3% -5.2% 3.6% -3.3%
2011 -2.4% 4.9% -1.4% -14.3% 10.1%
2010 18.9% 6.4% -13.8% 13.9% 13.8%
2009 30.6% -8.1% 15.2% 15.7% 6.7%
2008 -39.6% -13.6% 0.0% -11.4% -21.1%
2007 13.4% -0.5% 2.7% 10.7% 0.2%
2006 8.7% 4.4% -4.7% 0.2% 9.0%
2005 9.8% -4.2% 3.0% 6.6% 4.5%
2004 11.0% 0.7% -2.2% 0.6% 12.0%
2003 31.6% 0.0% 14.5% 4.3% 10.2%
2002 -15.5% 4.7% -3.3% -14.4% -2.5%
2001 -18.9% -17.8% 4.6% -14.9% 10.8%
2000 -17.1% -0.2% -7.9% 3.4% -12.8%

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 date31/12/1997
  • Share Class size538Mn
  • Base currencyUSD
  • ISINUS19765H2307

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.72%