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sector performance

Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.7% 7.9% 8.1%
2016 0.2% -5.6% 1.8% 10.0% -5.1%
2015 9.9% 5.8% 0.2% -5.7% 9.9%
2014 12.4% 1.8% 3.7% 1.9% 4.5%
2013 30.1% 8.0% 1.0% 7.8% 10.6%
2012 14.8% 13.8% -5.1% 5.5% 0.9%
2011 -0.3% 6.1% 2.5% -16.8% 10.1%
2010 14.1% 3.3% -10.5% 11.4% 10.9%
2009 17.6% -8.5% 8.5% 11.6% 6.2%
2008 -38.1% -9.4% 4.1% -16.4% -21.5%
2007 15.6% 0.8% 8.5% 6.3% -0.6%
2006 11.3% 9.7% -5.0% 0.3% 6.6%
2005 10.3% -2.4% 4.3% 7.8% 0.6%
2004 8.6% 1.7% -0.7% -2.2% 10.1%
2003 15.6% -1.6% 9.5% 1.4% 5.8%
2002 -27.0% 0.0% -13.7% -15.2% -0.2%
2001 -10.5% -13.4% 10.0% -17.3% 13.5%
2000 -13.9% 6.4% -4.3% -1.0% -14.6%
1999 30.8% 10.6% 2.2% -3.9% 20.4%
1998 39.6% 14.9% 7.0% -13.3% 31.0%
1997 23.8% -6.4% 18.8% 14.4% -2.6%
1996 22.3% 7.5% 3.3% 8.5% 1.5%
1995 -0.2%

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 date20/03/1972
  • Share Class size274Mn
  • Base currencyUSD
  • ISINUS9204471091

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%