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sector performance

Large-Cap Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 29.2% 8.9% 3.8% 7.7% 6.1%
2016 1.1% -3.5% -0.8% 6.8% -1.2%
2015 6.9% 5.2% 0.2% -5.5% 7.3%
2014 11.5% -0.3% 4.7% 1.7% 4.9%
2013 35.0% 8.4% 0.6% 11.1% 11.5%
2012 10.5% 14.4% -7.0% 5.1% -1.2%
2011 2.2% 5.0% 1.2% -13.5% 11.3%
2010 13.6% 4.1% -12.3% 11.6% 11.5%
2009 25.6% -4.8% 11.5% 11.8% 5.9%
2008 -39.5% -11.4% -1.1% -11.9% -21.6%
2007 27.9% 1.9% 6.0% 14.7% 3.2%
2006 2.7% 3.1% -1.9% -2.9% 4.6%
2005 15.2% -2.6% 5.9% 4.6% 6.7%
2004 5.6% 0.3% 1.2% -5.6% 10.2%
2003 30.1% 0.8% 11.8% 3.4% 11.7%
2002 -20.4% 3.4% -12.8% -14.0% 2.6%
2001 -24.7% -21.9% 3.8% -17.6% 12.7%
2000 -1.1% 18.2% -1.4% -1.3% -14.1%
1999 43.9% 9.2% 3.1% -2.5% 31.1%
1998 31.2% 10.0% 5.9% -9.5% 24.6%
1997 19.8% 0.9% 13.7% 5.9% -1.5%
1996 7.5% 1.3% 1.5% 2.8% 1.7%
1995 24.7% 2.8% 13.2% 9.4% -2.1%
1994 6.2% -1.7% -3.2% 12.0% -0.4%
1993 14.3% -1.8% 3.8% 6.9% 4.9%
1992 3.4% -4.4% -4.4% 4.2% 8.7%
1991 27.4% 13.3% -1.7% 9.5% 4.5%
1990 -3.6% 0.2% 7.0% -16.2% 7.4%
1989 18.7% 5.8% 7.9% 7.0% -2.8%
1988 13.3% 7.2% 7.6% -3.2% 1.4%
1987 8.9% 18.9% 2.8% 8.6% -17.9%
1986 17.9% 17.5% 1.8% -6.7% 5.6%
1985 23.1% 4.5% 6.9% -3.4% 14.1%
1984 -3.2% -6.6% -1.3% 2.5% 2.5%
1983 21.3% 10.4% 20.4% -3.7% -5.2%
1982 44.3% -1.8% 4.4% 7.9% 30.5%
1981 7.1% 3.1% 3.8% -6.0% 6.4%
1980 59.8% -0.6% 14.0% 23.7% 13.9%
1979 34.6% 8.3% 4.7% 12.5% 5.5%
1978 14.9% 1.1% 11.7% 9.9% -7.4%
1977 2.1% -8.7% 8.3% 1.4% 1.9%
1976 18.2% 16.8% -0.2% -3.2% 4.7%
1975 34.5% 30.5% 16.3% -18.8% 9.1%
1974 -34.9% -4.2% -18.1% -25.9% 12.0%
1973 -36.7% -14.1% -13.3% 13.2% -25.0%
1972 0.1% 12.3% -1.4% -13.0% 3.8%
1971 25.7% 18.2% -1.3% 1.2% 6.5%
1970 -1.7% 0.2% -26.8% 19.7% 11.9%

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 date20/10/1969
  • Share Class size1,192Mn
  • Base currencyUSD
  • ISINUS9300576660

Purchase Info

  • Min. initial investment750
  • Min. regular additional investment0

Charges

  • Annual management0.68%
  • Initial investment3.5