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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 8.2% 3.4% 3.7%
2016 2.2% -1.8% 1.7% 2.7% -0.4%
2015 6.5% 2.9% 0.8% -4.8% 7.9%
2014 8.3% 1.4% 2.6% 0.7% 3.4%
2013 35.7% 7.7% 2.2% 11.0% 11.0%
2012 17.8% 16.3% -4.7% 6.8% -0.5%
2011 -3.3% 6.3% 0.0% -16.5% 8.9%
2010 22.6% 4.5% -10.5% 16.6% 12.4%
2009 37.3% -3.6% 14.5% 16.3% 6.9%
2008 -38.3% -9.3% 0.3% -13.6% -21.5%
2007 14.2% 1.4% 6.7% 4.8% 0.7%
2006 8.0% 3.0% -5.1% 3.8% 6.5%
2005 5.6% -4.7% 2.2% 4.5% 3.8%
2004 5.7% 0.3% 0.1% -2.3% 7.7%
2003 27.7% -2.8% 15.4% 1.6% 12.0%
2002 -22.7% -0.2% -11.9% -17.1% 6.0%
2001 -11.9% -12.2% 5.8% -14.7% 11.1%
2000 -18.0% 1.8% -6.3% -2.5% -11.9%
1999 22.7% 5.1% 4.1% -4.9% 17.9%
1998 16.1% 10.6% -1.7% -11.4% 20.5%
1997 15.1% 2.4% 12.2% 7.8% -7.0%
1996 22.3% 7.8% 1.2% 1.9% 9.9%
1995 4.0%

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 date04/02/1972
  • Share Class size453Mn
  • Base currencyUSD
  • ISINUS26203H1023

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%