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sector performance

Equity - Multi-Cap Core Funds

funds managed

fund total return standard deviation max drawdown
Franklin Rising Dividends Fund;A 32.8 % 10.1 -10.6 %

League Table - Rank 75/255 (2nd quartile)

rank Manager Return
75 Donald Taylor 75. Donald Taylor 32.8%
75 Nicholas Getaz 75. Nicholas Getaz 32.8%
77 Douglas J. Roman 77. Douglas J. Roman 32.7%
77 Mark W. Batty 77. Mark W. Batty 32.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 20.3% 4.6% 2.8% 4.9% 6.7%
2016 14.4% 4.7% 4.1% 3.4% 1.5%
2015 -3.5% 0.1% -0.4% -8.7% 6.0%
2014 9.7% 1.3% 3.3% -1.3% 6.2%

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