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

sector performance

Global Multi-Cap Growth
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 10.5%
2016 6.0% -3.3% 1.9% 9.5% -1.8%
2015 7.1% 5.3% 1.2% -8.2% 9.4%
2014 6.4% 1.8% 4.0% -1.0% 1.5%
2013 32.6% 6.9% 0.4% 13.3% 9.1%
2012 16.4% 17.3% -9.9% 6.1% 3.8%
2011 -11.6% 4.0% -1.8% -19.6% 7.7%
2010 12.5% 3.7% -13.6% 16.5% 7.9%
2009 44.8% -4.4% 23.6% 15.2% 6.4%
2008 -53.7% -10.2% 0.3% -22.6% -33.5%
2007 20.4% 3.1% 7.5% 6.0% 2.4%
2006 22.5% 7.4% -3.0% 4.9% 12.1%
2005 22.7% -3.6% 5.8% 11.7% 7.8%
2004 14.4% 2.5% 0.5% -1.8% 13.1%
2003 30.1% -5.4% 17.0% 3.8% 13.2%
2002 -20.8% -0.3% -9.8% -18.6% 8.2%
2001 -15.4% -14.1% 4.3% -14.5% 10.5%
2000 -9.8% 3.9% -2.0% -3.3% -8.4%
1999 28.1% 2.7% 4.8% -0.9% 20.0%
1998 22.5% 14.7% 1.0% -12.8% 21.4%
1997 13.2% 0.3% 14.0% 3.0% -3.9%
1996 20.0% 6.4% 4.1% 2.5% 5.7%

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 date29/12/1995
  • Share Class size649Mn
  • Base currencyUSD
  • ISINUS77956H8566

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.64%