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sector performance

Small-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 12.0% 1.8% 0.3% 5.6% 4.0%
2016 15.2% -1.3% 2.5% 6.5% 6.9%
2015 -0.6% 5.1% 0.7% -10.0% 4.4%
2014 2.3% 0.9% 1.5% -7.3% 7.8%
2013 35.5% 11.8% 2.4% 9.7% 7.9%
2012 11.9% 11.9% -6.0% 6.2% 0.2%
2011 -2.9% 8.7% -1.2% -21.6% 15.3%
2010 32.9% 8.9% -8.9% 12.6% 19.0%
2009 46.5% -11.3% 25.6% 23.8% 6.2%
2008 -39.3% -14.5% -0.5% -5.1% -24.9%
2007 4.6% -5.5% -5.5%

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 date22/03/2007
  • Share Class size5,883Mn
  • Base currencyUSD
  • ISINUS3163896919

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.50%