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sector performance

Mid-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 6.8% 1.9%
2016 2.2% -0.5% 2.8% 0.3% -0.4%
2015 3.2% 5.1% 1.6% -5.1% 1.8%
2014 4.6% -1.2% -0.1% -1.1% 7.2%
2013 30.3% 10.5% -0.1% 10.6% 6.7%
2012 9.7% 13.2% -5.3% 3.3% -0.9%
2011 2.6% 6.8% 0.6% -15.2% 12.7%
2010 29.3% 5.2% -6.1% 13.7% 15.3%
2009 35.0% -4.1% 16.5% 13.1% 7.0%
2008 -36.1% -10.3% 4.6% -9.7% -24.6%
2007 15.7% 4.2% 5.5% 5.4% -0.2%
2006 3.7% 9.2% -5.1% -0.7% 0.8%
2005 14.3% -0.2% 4.3% 4.0% 5.6%
2004 19.6% 5.3% 4.8% -2.8% 11.5%
2003 24.9% -1.0% 8.9% 7.2% 8.1%
2002 -15.2% 4.3% -10.1% -11.3% 2.0%
2001 -5.2% -14.6% 11.3% -16.0% 18.7%
2000 12.8% 5.4% -4.5% 12.9% -0.7%
1999 8.2% -5.1% 17.7%

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 date04/01/1999
  • Share Class size149Mn
  • Base currencyUSD
  • ISINUS63868B7322

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.69%
  • Initial investment5.75