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
149 Transamerica Concentrated Growth;I USD 14.9%
150 John Hancock US Global Leaders Growth Fund;A USD 14.5%
151 Quaker Strategic Growth Fund;A USD 14.5%
152 Dunham Focused Large Cap Growth;N USD 14.5%
153 Buffalo Growth Fund USD 14.3%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 2.0% 4.0%
2016 2.6% -6.7% -0.6% 6.2% 4.2%
2015 0.7% 1.7% 2.5% -9.3% 6.6%
2014 10.4% -0.3% 5.0% 1.6% 3.7%
2013 38.6% 12.8% 2.7% 9.8% 9.0%
2012 10.3% 13.1% -5.7% 2.7% 0.6%
2011 -7.6% 3.1% -2.0% -15.9% 8.7%
2010 13.5% 5.3% -12.2% 8.9% 12.7%
2009 15.9% -7.4% 7.0% 14.2% 2.4%
2008 -46.0% -7.1% 14.4% -30.7% -26.7%
2007 33.1% 2.6% 12.7% 6.9% 7.6%
2006 5.1% 5.2% -2.6% -2.0% 4.7%
2005 14.4% 2.0% 1.2% 8.2% 2.6%
2004 13.8% 5.2% 1.1% -1.1% 8.1%
2003 30.8% -4.7% 17.5% 3.0% 13.4%
2002 -17.1% -4.3% -6.7% -5.0% -2.2%
2001 -8.3% -3.7% -0.9% -1.5% -2.4%
2000 4.2% 18.5% -2.0% 2.3% -12.2%
1999 97.0% 19.9% 9.8% 10.1% 35.8%
1998 30.2% 13.2% 1.4% -5.3% 19.9%
1997 20.3% 1.1% 7.8% 16.0% -4.8%

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 date25/11/1996
  • Share Class size48Mn
  • Base currencyUSD
  • ISINUS7469358656

Purchase Info

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

Charges

  • Annual management0.92%
  • Initial investment0