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Virtus Vontobel Global Opportunities Fund;A

Ranked 10 out of 29 in Global Large-Cap Growth over 12 months

All calculations are in USD unless stated

The Fund seeks capital appreciation by investing in equity securities of issuers located throughout the world, including issuers in emerging markets countries and issuers in the United States. The Fund intends to diversify its investments among countries.

sector performance

Global Large-Cap Growth
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 29.2% 10.4% 7.2% 2.9% 6.1%
2016 4.3% 1.0% 2.8% 2.4% -1.8%
2015 4.5% 2.4% 0.9% -3.5% 4.8%
2014 6.4% 1.8% 3.6% -1.5% 2.4%
2013 15.9% 7.3% -2.9% 4.8% 6.1%
2012 19.4% 11.9% -4.2% 8.7% 2.5%
2011 5.4% 2.5% 3.7% -8.2% 8.0%
2010 16.0% 5.7% -8.3% 13.9% 5.1%
2009 17.0% -14.1% 14.3% 11.4% 7.0%
2008 -43.1% -9.9% -1.8% -18.6% -20.9%
2007 8.6% 2.6% 7.5% 1.9% -3.5%
2006 21.3% 8.0% -0.5% 4.9% 7.7%
2005 8.6% -1.6% -0.2% 7.6% 2.9%
2004 15.8% 3.4% 0.1% -1.7% 13.8%
2003 26.9% -10.1% 19.1% 5.2% 12.7%
2002 -17.6% 2.1% -4.6% -20.9% 7.0%
2001 -21.4% -12.7% -2.2% -15.6% 9.1%
2000 -1.3% 3.2% -4.2% -0.2% 0.0%
1999 18.1% 2.3% 2.3% -2.8% 16.0%
1998 31.2% 18.4% 6.5% -12.7% 19.2%
1997 14.1% 2.0% 7.3% 6.1% -1.8%
1996 15.0% 3.6% 7.2% -0.1% 3.7%
1995 15.1% -2.8% 8.3% 8.7% 0.6%
1994 0.0% 1.0% -2.2% 6.3% -4.8%
1993 37.8% 6.5% 0.3% 12.8% 14.4%
1992 3.2% -1.0% -0.1% -0.8% 5.2%
1991 24.5% 16.6% 0.2% 4.4% 2.1%
1990 -22.7% -8.3% 4.0% -19.8% 1.2%
1989 9.1% -4.6% 6.7% 12.3% -4.5%
1988 11.1% 8.6% 9.1% -6.7% 0.4%
1987 -3.2% 25.9% -2.7% 4.6% -24.4%
1986 3.5% 12.4% 2.6% -16.8% 7.8%
1985 44.2% 15.8% 7.6% -5.2% 22.1%
1984 -16.7% -13.3% -5.8% 5.2% -3.0%
1983 8.9% 12.7% 18.3% -11.7% -7.5%
1982 25.4% -19.4% -0.3% 16.4% 34.1%
1981 -6.1% -1.1% 0.1% -16.6% 13.7%
1980 60.3% -11.5% 20.0% 28.0% 18.0%
1979 29.1% 5.6% 2.0% 11.8% 7.3%
1978 11.0% -3.9% 11.9% 13.0% -8.7%
1977 -8.5% -10.2% 5.1% -5.0% 2.1%
1976 33.6% 20.1% 3.5% 0.4% 7.1%
1975 40.5% 20.3% 15.6% -7.5% 9.2%
1974 -25.6% -3.6% -16.9% -20.1% 16.3%
1973 -28.2% -17.9% -19.3% 20.4% -10.0%
1972 5.2% 14.6% -3.2% -5.6% 0.5%
1971 20.2% 21.8% -3.3% -2.2% 4.3%
1970 -16.8% -5.3% -29.3% 20.4% 3.2%
1969 -29.3% -10.0% -16.6% -7.9% 2.4%
1968 7.2% -17.4% 23.3% 2.4% 2.8%
1967 67.8% 21.2% 12.2% 8.7% 13.5%
1966 5.1% 6.2% 4.1% -14.3% 11.0%
1965 41.7% 7.0% -7.2% 20.1% 18.9%
1964 4.9% 5.4% -1.3% 1.6% -0.6%
1963 16.1% 6.4% 5.5% 2.2% 1.3%
1962 -24.5% -2.1% -34.9% 8.1% 9.6%
1961 51.4% 29.5% -0.7% 7.8% 9.2%
1960 -1.9% 10.6%

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 date13/05/1960
  • Share Class size118Mn
  • Base currencyUSD
  • ISINUS92828R4469

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment5.75