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sector performance

Multi-Cap Growth
Rank Fund Name Currency Return
113 Rock Oak Core Growth Fund USD 18.4%
114 Thornburg Core Growth Fund;A USD 17.2%
115 Goldman Sachs Growth Opportunities Fund;Inst USD 16.8%
116 Sit Mid Cap Growth Fund USD 16.7%
117 Sparrow Growth Fund;A USD 16.5%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 5.6%
2016 1.5% -1.1% 3.2% 2.1% -2.7%
2015 -5.2% 2.2% -0.3% -9.5% 2.8%
2014 11.4% 1.8% 3.1% 0.6% 5.5%
2013 32.4% 9.3% 1.5% 10.8% 7.7%
2012 19.6% 17.1% -4.5% 5.1% 1.7%
2011 -3.7% 6.0% -1.6% -19.3% 14.5%
2010 19.1% 4.9% -9.4% 14.6% 9.4%
2009 58.2% 0.4% 22.5% 18.5% 8.6%
2008 -40.0% -8.7% 5.0% -12.4% -28.6%
2007 19.9% 5.6% 9.2% 6.5% -2.4%
2006 6.5% 6.6% -6.9% 0.1% 7.1%
2005 4.8% -4.1% 2.3% 4.8% 2.0%
2004 16.4% 3.5% 2.5% -2.7% 12.9%
2003 33.0% -3.8% 18.5% 4.5% 11.7%
2002 -27.0% -1.5% -19.3% -15.9% 9.3%
2001 5.4% -7.6% 18.2% -22.4% 24.3%
2000 22.9% 16.5% 0.9% 6.7% -2.0%
1999 0.6% 44.9%

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 date24/05/1999
  • Share Class size1,699Mn
  • Base currencyUSD
  • ISINUS38142Y4017

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.89%