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sector performance

Multi-Cap Growth
Rank Fund Name Currency Loss
11 BMO Large-Cap Growth Fund;Y USD -8.5%
12 Goldman Sachs Large Cap Growth Insights Fund;Inst USD -8.5%
13 Akre Focus Fund;Retail USD -8.6%
14 Voya Large-Cap Growth Fund;A USD -8.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.2% 3.9%
2016 7.8% 0.1% 0.8% 4.9% 1.8%
2015 3.5% 2.9% -0.7% -5.8% 7.6%
2014 17.8% 2.5% 6.0% 2.3% 6.1%
2013 36.4% 10.4% 2.6% 8.3% 11.2%
2012 15.4% 15.3% -4.5% 6.4% -1.5%
2011 4.0% 6.3% 2.1% -13.7% 11.2%
2010 13.6% 5.0% -13.2% 11.7% 11.7%
2009 31.0% -5.6% 14.2% 13.7% 6.9%
2008 -40.8% -12.4% 1.8% -14.8% -22.1%
2007 2.7% -0.6% 6.0% 0.1% -2.6%
2006 8.2% 3.9% -3.7% 3.5% 4.5%
2005 6.0% -5.6% 3.2% 5.2% 3.4%
2004 10.5% 1.7% 2.7% -3.5% 9.5%
2003 31.1% -1.4% 15.0% 4.6% 10.5%
2002 -26.7% -3.4% -16.8% -13.9% 5.9%
2001 -21.1% -22.0% 9.7% -18.8% 13.5%
2000 -24.5% 5.6% -2.8% -3.1% -24.1%
1999 36.9% 6.5% 4.6% -1.6% 24.9%
1998 30.6% 15.8% 4.3% -13.9% 25.6%
1997 10.1% 0.2%

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 date01/05/1997
  • Share Class size862Mn
  • Base currencyUSD
  • ISINUS38142B3859

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.46%