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sector performance

Multi-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 0.9%
2017 22.7% 6.5% 3.8% 4.7% 6.0%
2016 8.5% -1.3% 1.6% 5.4% 2.7%
2015 0.7% 3.1% 0.7% -8.2% 5.7%
2014 11.1% 2.0% 4.4% -0.4% 4.8%
2013 35.4% 10.7% 3.6% 7.3% 10.1%
2012 17.5% 15.2% -4.8% 5.8% 1.4%
2011 -1.0% 6.8% -0.1% -16.7% 11.4%
2010 16.1% 5.8% -12.4% 11.6% 12.3%
2009 33.8% -8.2% 17.6% 16.7% 6.2%
2008 -39.5% -11.4% -0.7% -10.9% -22.8%
2007 4.4% 2.0% 6.1% 1.5% -5.0%
2006 12.9% 5.0% -3.2% 3.6% 7.2%
2005 4.1% 3.3%

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 date10/06/2005
  • Share Class size1,548Mn
  • Base currencyUSD
  • ISINUS9219394015

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment100

Charges