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sector performance

Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.2% 5.6% 3.8%
2016 6.2% 3.4% 0.7% 4.0% -1.9%
2015 0.0% 1.6% -0.4% -6.7% 5.8%
2014 11.5% 0.9% 3.8% -1.0% 7.5%
2013 30.2% 8.6% 1.9% 7.3% 9.6%
2012 16.9% 14.6% -5.8% 7.4% 0.9%
2011 1.3% 3.5% 2.8% -12.1% 8.3%
2010 14.2% 3.4% -11.7% 10.9% 12.8%
2009 40.5% -3.4% 16.8% 14.6% 8.7%
2008 -37.0% -8.4% -1.0% -8.9% -23.7%
2007 11.5% -0.3% 7.6% 4.0% -0.1%
2006 7.5% 3.7% -4.7% 3.5% 5.1%
2005 3.9% -4.3% 1.9% 4.0% 2.4%
2004 9.6% 1.2% 1.5% -4.0% 11.3%
2003 22.6% -1.8% 14.8% 1.2% 7.6%
2002 -28.4% -2.7% -15.9% -14.8% 2.7%
2001 -24.8% -21.0% 5.5% -21.6% 15.1%
2000 -11.8% 9.4% -5.3% 3.8% -17.9%
1999 36.6% 4.5% 7.3% -3.5% 26.2%
1998 40.0% 19.8% 3.6% -10.1% 25.5%
1997 48.2% 2.8% 22.8% 13.0% 3.8%
1996 22.8% 5.5% 7.7% 4.2% 3.8%
1995 0.1%

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 date01/01/1935
  • Share Class size3,610Mn
  • Base currencyUSD
  • ISINUS5757191094

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.33%
  • Initial investment0