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sector performance

Multi-Cap Growth Funds
Rank Fund Name Currency Return
40 Meritage Growth Equity Fund;Institutional USD 64.9%
41 Amana Growth Fund;Investor USD 64.6%
42 AB Growth Fund;B USD 64.5%
43 Catalyst Dynamic Alpha Fund;A USD 64.3%
44 Wells Fargo Omega Growth Fund;A USD 64.0%
Rank Fund Name Currency Loss
18 Akre Focus Fund;Retail USD -7.5%
19 AB Growth Fund;B USD -7.6%
20 Wilshire Large Company Growth Portfolio;Investment USD -7.6%
21 JPMorgan Intrepid Growth Fund;I USD -7.6%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.7% 6.3%
2017 32.8% 10.2% 6.7% 4.9% 7.6%
2016 0.7% -1.3% -0.9% 4.9% -1.9%
2015 7.9% 5.0% 0.9% -4.7% 6.8%
2014 12.0% -0.8% 4.4% 2.3% 5.7%
2013 32.4% 7.8% 1.0% 10.1% 10.5%
2012 12.4% 15.2% -6.3% 6.4% -2.1%
2011 0.2% 7.1% -1.0% -15.0% 11.2%
2010 14.0% 4.2% -11.8% 12.1% 10.7%
2009 34.0% -3.6% 13.8% 14.4% 6.8%
2008 -43.8% -16.4% 2.5% -14.8% -23.1%
2007 11.9% 1.3% 5.4% 6.2% -1.4%
2006 -2.8% 0.5% -11.0% 4.4% 4.2%
2005 10.8% -7.1% 7.1% 5.6% 5.3%
2004 14.2% 8.0% 1.4% -7.2% 12.4%
2003 33.9% -0.2% 15.2% 5.8% 10.1%
2002 -29.2% -3.4% -16.0% -13.4% 0.7%
2001 -25.1% -23.8% 8.7% -22.8% 17.1%
2000 -19.1% 3.6% -7.0% -3.2% -13.2%
1999 24.7% 1.9% 9.3% -8.1% 21.8%
1998 27.2% 13.6% 4.2% -16.4% 28.6%
1997 26.2% -4.4% 17.2% 10.1% 2.3%
1996 22.3% 3.9% 3.6% 4.5% 8.7%
1995 28.7% 5.3% 10.7% 8.1% 2.1%
1994 -1.8% -3.5% -1.7% 5.8% -2.2%
1993 28.2% 8.1% 5.4% 10.3% 2.0%
1992 9.8% 1.6% -3.6% -2.0% 14.4%
1991 62.4% 29.5% -0.2% 14.0% 10.3%
1990 -8.0% 1.4% 4.0% -20.4% 9.6%
1989 27.9% 8.3% 11.3% 7.4% -1.2%
1988 21.2% 13.6% 8.5% 1.0% -2.7%

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 date23/10/1987
  • Share Class size11Mn
  • Base currencyUSD
  • ISINUS01877F5008

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.74%