Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Large-Cap Growth
Rank Fund Name Currency Return
118 AllianzGI Focused Growth Fund;C USD 18.1%
119 Goldman Sachs Concentrated Growth Fund;Inst USD 18.1%
120 Nuveen Growth Fund;I USD 18.1%
121 Chase Growth Fund;N USD 18.0%
122 Rainier Large Cap Equity Fund;Original USD 18.0%
Rank Fund Name Currency Loss
81 Elfun Trusts USD -2.5%
82 Waddell & Reed Advisors Vanguard Fund;A USD -2.5%
82 Nuveen Growth Fund;I USD -2.5%
82 Transamerica US Growth;A USD -2.5%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 3.7% 5.9%
2016 6.7% 0.8% -0.2% 3.8% 2.1%
2015 2.3% 2.0% 1.1% -6.7% 6.4%
2014 13.8% -0.4% 4.3% 2.5% 6.9%
2013 33.1% 10.0% 0.9% 8.9% 10.1%
2012 11.4% 12.9% -6.3% 5.8% -0.4%
2011 -0.3% 4.4% 2.2% -16.1% 11.5%
2010 15.0% 4.0% -9.6% 10.3% 10.9%
2009 20.3% -10.2% 13.5% 10.6% 6.7%
2008 -31.2% -5.7% 2.6% -10.1% -20.9%
2007 4.1% 1.9% 4.8% 1.0% -3.4%
2006 -4.4% 3.2% 2.8%

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 date28/03/2006
  • Share Class size34Mn
  • Base currencyUSD
  • ISINUS67065W7204

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.53%