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sector performance

Mid-Cap Core
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 2.1% 4.6%
2016 10.6% -0.4% 0.9% 5.3% 4.6%
2015 -3.4% 4.6% -1.3% -9.9% 3.8%
2014 10.2% 3.2% 3.6% -3.3% 6.6%
2013 31.2% 10.6% 1.9% 8.3% 7.5%
2012 19.6% 15.3% -4.8% 6.0% 2.8%
2011 -4.8% 3.6% 1.9% -19.1% 11.6%
2010 24.4% 10.0% -12.1% 14.5% 12.3%
2009 47.2% -3.2% 24.1% 18.8% 3.2%
2008 -52.2% -13.8% 5.6% -24.9% -30.1%
2007 10.0% 5.4% 6.4% 3.3% -5.0%
2006 13.6% 10.4% -8.0% 0.5% 11.3%
2005 8.8% -3.8% 1.9% 9.8% 1.0%
2004 16.5% 1.5% 3.0% -3.3% 15.2%
2003 44.6% -1.3% 21.1% 3.4% 17.0%
2002 -18.2% 1.1% -10.4% -15.9% 7.4%
2001 -12.8% -10.2% 4.0% -21.8% 19.5%
2000 27.4% 22.6% -0.7% 7.7% -2.9%

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 date20/02/1996
  • Share Class size683Mn
  • Base currencyUSD
  • ISINUS3158056065

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.38%