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sector performance

Large-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 20.9% 7.5% 3.4% 2.4% 6.2%
2016 7.1% -0.2% 3.6% 2.8% 0.7%
2015 8.2% 3.1% 1.2% -3.7% 7.7%
2014 11.9% 1.5% 4.8% 0.4% 4.9%
2013 31.8% 9.0% 4.1% 5.4% 10.2%
2012 16.4% 11.4% -2.8% 6.8% 0.7%
2011 1.2% 6.5% -0.5% -15.1% 12.4%
2010 14.4% 4.2% -11.6% 10.8% 12.0%
2009 13.5% 6.1%

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 date26/06/2009
  • Share Class size510Mn
  • Base currencyUSD
  • ISINUS74149R1077

Purchase Info

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

Charges

  • Annual management0.54%