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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
100 Jackson Square Large-Cap Growth Fund;IS USD 19.4%
101 Natixis Loomis Sayles Growth Fund;Y USD 19.3%
102 White Oak Select Growth Fund USD 19.3%
103 Bridges Investment Fund USD 19.2%
104 CNR US Core Equity Fund;Servicing USD 19.1%
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 3.3% 3.5%
2016 11.6% -4.6% 2.2% 7.3% 6.7%
2015 8.5% 0.3% 1.5% -3.5% 10.5%
2014 8.3% 2.2% 0.7% 0.6% 4.5%
2013 30.9% 10.5% 2.2% 4.1% 11.4%
2012 17.0% 17.7% -8.4% 8.1% 0.4%
2011 -5.7% 5.1% -1.5% -13.7% 5.6%
2010 14.9% 3.8% -14.0% 16.1% 11.0%
2009 57.4% 2.3% 20.0% 19.0% 7.7%
2008 -40.9% -16.4% 1.8% -6.6% -25.6%
2007 15.0% 1.9% 9.4% 7.3% -3.9%
2006 -0.1% 1.8% -7.5% 0.4% 5.6%
2005 -5.1% -11.5% 1.7% 5.4% 0.0%
2004 -3.2% -0.4% -1.0% -12.1% 11.7%
2003 52.6% -2.2% 25.3% 8.5% 14.8%
2002 -40.0% -4.9% -25.8% -25.1% 13.5%
2001 -39.1% -33.3% 3.6% -29.0% 24.3%
2000 3.6% 20.1% 8.0% 1.0% -20.9%
1999 50.1% 13.9% 6.2% -2.1% 26.8%
1998 39.5% 17.3% 6.8% -19.1% 37.5%
1997 24.3% -2.9% 22.1% 14.0% -8.1%
1996 32.3% 4.3% 8.0% 8.0% 8.7%
1995 4.1%

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 date03/08/1992
  • Share Class size281Mn
  • Base currencyUSD
  • ISINUS6710811075

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment25

Charges

  • Annual management0.74%