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sector performance

Large-Cap Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.8%
2017 33.6% 11.1% 7.5% 5.4% 6.1%
2016 1.4% -5.4% -0.7% 7.8% 0.1%
2015 10.9% 6.0% 1.0% -4.7% 8.6%
2014 8.8% -1.2% 4.0% 1.6% 4.3%
2013 39.2% 7.7% 3.2% 11.9% 12.0%
2012 18.9% 19.1% -4.9% 6.1% -1.0%
2011 -1.0% 5.2% 0.1% -14.5% 10.0%
2010 16.9% 4.3% -11.8% 14.1% 11.3%
2009 43.3% 0.2% 14.9% 14.0% 9.2%
2008 -42.3% -12.4% 2.8% -16.0% -23.6%
2007 10.4% 0.7% 7.9% 3.4% -1.7%
2006 14.1% 3.9% -3.0% 6.0% 6.8%
2005 6.6% -4.7% 3.7% 3.5% 4.2%
2004 10.2% 1.5% 1.0% -3.2% 11.0%
2003 31.2% -1.6% 16.4% 2.6% 11.7%
2002 -23.0% -1.4% -15.0% -15.2% 8.3%
2001 -9.8% -15.0% 8.9% -14.8% 14.4%
2000 0.3% 8.6% -0.4% 1.1% -8.3%
1999 22.2% 2.4% 6.0% -5.8% 19.4%
1998 27.4% 15.0% 1.6% -11.4% 23.1%
1997 26.6% -1.0% 16.0% 7.1% 3.0%
1996 21.7% 4.5% 3.1% 4.7% 8.0%
1995 31.0% 7.5% 8.2% 7.0% 5.3%
1994 0.9% -4.1% 0.4% 6.0% -1.2%
1993 15.6% 2.4% 1.6% 3.9% 7.0%
1992 6.0% -1.9% -2.1% 2.1% 8.0%
1991 33.8% 15.4% -2.3% 5.7% 12.3%
1990 -4.3% -2.2% 9.3% -17.5% 8.5%
1989 25.4% 4.5% 7.2% 11.3% 0.6%
1988 6.1% 1.2% 6.2% -3.9% 2.7%
1987 3.7% 19.2% 2.0% 8.4% -21.3%
1986 21.8% 16.7% 4.5% -3.1% 3.2%
1985 35.3% 8.2% 8.5% -2.1% 17.7%
1984 -1.5% -9.7% -1.6% 8.8% 2.0%
1983 12.0% 9.9% 6.9% -3.1% -1.6%
1982 16.6% -9.1% -1.7% 9.8% 18.8%
1981 -12.4% 0.7% -4.9% -12.3% 4.2%
1980 30.1% -6.5% 11.9% 13.4% 9.6%
1979 11.3% 2.3% 2.7% 7.0% -1.0%
1978 11.6% -4.3% 13.8% 8.1% -5.1%
1977 -7.1% -10.7% 3.6% 0.7% -0.2%
1976 13.0% 11.5% 1.4% 1.1% -1.1%
1975 35.4% 30.0% 14.3% -16.5% 9.1%
1974 -33.0% -3.9% -9.0% -30.7% 10.4%
1973 -25.2% -10.0% -11.4% 12.4% -16.5%
1972 15.6% 10.4% 2.9% -2.8% 4.7%
1971 31.9% 17.3% 5.3% 0.6% 6.2%
1970 -7.8% -5.3% -23.2% 18.0% 7.6%
1969 3.5% -4.0% 0.4% 2.5% 4.7%
1968 8.4% -8.5% 15.6% 0.5% 1.9%
1967 26.9% 15.2% 1.7% 4.7% 3.5%
1966 -0.9% 2.2% -2.9% -9.3% 10.1%
1965 25.8% 5.9% -0.6% 11.2% 7.4%
1964 12.0% 5.2% 2.2% 2.9% 1.2%
1963 18.6% 4.4% 4.9% 2.7% 5.4%
1962 -12.6% -2.3% -23.7% 3.9% 13.0%
1961 24.7% 12.8% 1.1% 1.6% 7.7%
1960 8.1% -3.7% 7.8% -4.6% 9.1%
1959 19.0% 4.3% 5.8% -2.0% 10.0%
1958 40.1% 8.1% 6.2% 9.3% 11.6%
1957 -3.2% 0.9% 7.3% -8.7% -1.9%
1956 11.2% 8.5% 2.5% -4.7% 5.0%
1955 23.6% 4.8% 12.9% -3.0% 7.7%
1954 57.1% 13.4% 11.4% 8.3% 14.8%
1953 5.8% -2.2% -2.8% -0.3% 11.6%
1952 8.2% -0.1% 2.9% -2.9% 8.4%
1951 29.8% 7.7% 6.6% 10.6% 2.3%
1950 8.5% 8.2%

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 date11/04/1950
  • Share Class size39,281Mn
  • Base currencyUSD
  • ISINUS7414791092

Purchase Info

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

Charges

  • Annual management0.52%