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sector performance

Mid-Cap Core
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 1.3% 2.9%
2016 17.7% 3.1% 3.7% 4.7% 5.2%
2015 -3.8% 0.1% -1.5% -6.1% 3.9%
2014 9.0% 2.2% 4.9% -2.5% 4.3%
2013 25.9% 11.2% 1.2% 4.4% 7.2%
2012 10.3% 10.0% -5.6% 5.1% 1.2%
2011 -3.2% 6.1% -1.0% -15.9% 9.6%
2010 14.8% 5.6% -8.9% 8.4% 10.0%
2009 30.4% -7.6% 16.8% 16.1% 4.0%
2008 -27.3% -4.4% 0.7% -6.0% -19.6%
2007 7.4% 3.9% 6.0% -0.3% -2.2%
2006 15.3% 5.3% -1.2% 2.7% 7.9%
2005 10.4% 0.2% 2.7% 4.8% 2.3%
2004 18.4% 5.3% 3.0% -0.9% 10.1%
2003 39.3% -3.0% 17.2% 6.5% 15.1%
2002 -13.1% 5.5% -7.0% -17.7% 7.5%
2001 19.0% 2.9% 13.4% -14.8% 19.8%
2000 24.6% 9.3% -3.0% 8.8% 8.0%
1999 10.5% -1.9% 20.8% -9.7% 3.4%
1998 22.6%

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 date12/08/1998
  • Share Class size1,619Mn
  • Base currencyUSD
  • ISINUS4710235981

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.43%