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sector performance

Mid-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.6% 4.5% 2.7% 2.4% 5.2%
2016 18.4% 4.1% 3.2% 5.5% 4.4%
2015 1.7% 5.1% 1.7% -6.9% 2.2%
2014 11.0% 2.6% 3.8% -2.3% 6.8%
2013 35.9% 12.0% 2.7% 8.6% 8.7%
2012 10.3% 11.0% -5.2% 4.0% 0.8%
2011 -1.2% 7.0% -0.3% -18.0% 13.0%
2010 18.3% 5.1% -8.9% 11.9% 10.4%
2009 34.3% -6.3% 18.7% 14.7% 5.3%
2008 -32.4% -9.1% 4.7% -9.9% -21.1%
2007 12.6% 3.7% 7.8% 1.9% -1.1%
2006 -4.2% 3.8% 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 date31/03/2006
  • Share Class size674Mn
  • Base currencyUSD
  • ISINUS41665H2351

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment50

Charges

  • Annual management0.56%