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sector performance

Core Plus Bond Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.3% 1.8% 2.0% 1.1% 1.3%
2016 5.0% 1.4% 3.0% 2.1% -1.5%
2015 1.0% 1.4% -0.5% 0.2% -0.2%
2014 7.6% 3.0% 2.6% 1.0% 1.0%
2013 3.2% 1.2% -0.3% 0.5% 1.7%
2012 6.4% 1.3% 1.1% 2.1% 1.8%
2011 7.0% 1.1% 3.7% 1.4% 0.6%
2010 6.1% 2.1% 2.1% 3.1% -1.3%
2009 10.3% 0.1% 4.5% 4.6% 0.8%
2008 -11.3% -1.8% 0.0% -3.1% -6.9%
2007 2.4% 1.4% -0.8% 1.2% 0.7%
2006 3.6% -0.7% -0.2% 3.2% 1.3%
2005 1.5% -0.5% 2.5% -0.9% 0.4%
2004 3.4% 2.3% -2.7% 2.8% 1.0%
2003 2.7% 1.2% 2.4% -0.7% 0.0%
2002 9.0% -0.2% 3.5% 4.2% 1.4%
2001 7.3% 2.8% 0.1% 4.2% 0.0%
2000 9.7% 1.8% 1.0% 2.8% 3.9%
1999 -3.6% -1.6% -1.6% 0.1% -0.6%
1998 9.1% 1.4% 2.6% 4.5% 0.3%
1997 9.2% -0.8% 3.2% 3.5% 3.0%
1996 1.3% -3.3% 0.1% 2.0% 2.6%
1995 21.8% 4.4% 7.3% 2.9% 5.7%
1994 -6.6% -3.9% -2.4% -0.7% 0.4%
1993 11.8% 4.6% 3.8% 3.3% -0.4%
1992 5.0% -1.2% 2.9% 2.2% 1.0%
1991 13.8% 2.5% 1.7% 4.8% 4.2%
1990 9.8% -0.1% 3.4% 1.3% 4.9%
1989 11.8% 1.0% 5.7% 1.3% 3.3%
1988 6.2% 2.4% 1.6% 1.6% 0.5%
1987 3.7% 1.7% -0.5% -1.2% 3.7%
1986 9.1% 3.7% 0.5% 3.8% 0.9%
1985 7.1%

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 date15/08/1985
  • Share Class size177Mn
  • Base currencyUSD
  • ISINUS40168W6571

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.44%
  • Initial investment0