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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 -0.5%
2017 23.8% 4.9% 3.1% 6.3% 7.7%
2016 8.8% -3.2% -1.1% 5.1% 8.1%
2015 0.7% 3.6% 1.0% -8.7% 5.3%
2014 15.0% 2.6% 4.6% 2.4% 4.7%
2013 39.6% 12.2% 4.3% 6.7% 11.9%
2012 17.2% 15.3% -2.6% 4.7% -0.3%
2011 0.4% 5.8% 1.2% -17.1% 13.1%
2010 12.4% 5.0% -11.5% 8.2% 11.8%
2009 18.9% -8.8% 10.6% 13.4% 3.9%
2008 -34.8% -10.2% -1.3% -8.5% -19.6%

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 date17/12/2007
  • Share Class size662Mn
  • Base currencyUSD
  • ISINUS94984B5205

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.53%