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sector performance

Large-Cap Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 5.9%
2017 28.9% 8.9% 4.3% 6.5% 6.5%
2016 5.5% -1.4% 0.1% 5.4% 1.4%
2015 7.7% 5.5% 1.4% -6.2% 7.4%
2014 10.5% -0.6% 4.3% 1.9% 4.6%
2013 30.2% 6.3% 1.1% 8.6% 11.6%
2012 14.7% 17.3% -5.7% 7.3% -3.3%
2011 1.4% 6.5% 1.7% -14.8% 9.9%
2010 14.6% 4.6% -13.9% 13.0% 12.6%
2009 34.8% -4.1% 15.4% 13.6% 7.2%
2008 -39.7% -12.3% 1.6% -13.5% -21.8%
2007 21.7% 2.4% 7.7% 5.5% 4.5%
2006 -1.8% -0.2% -6.9% -1.0% 6.9%
2005 0.9% -4.6% 1.4% 1.0% 3.3%
2004 7.4% 1.8% 1.2% -4.5% 9.1%
2003 24.7% -2.4% 15.9% 1.4% 8.7%
2002 -22.8% -0.7% -12.9% -15.4% 5.6%
2001 -18.2% -14.6% 3.6% -13.9% 7.5%
2000 -8.7% 5.2% -3.1% -0.7% -9.8%
1999 22.2% 8.5% 2.5% -4.8% 15.5%
1998 35.7% 13.8% 5.3% -7.4% 22.4%
1997 32.2% 1.5% 19.4% 6.7% 2.2%
1996 19.2% 4.5% 3.2% 4.5% 5.8%
1995 22.7% 6.6% 8.8% 5.5% 0.4%
1994 -8.0% -5.1% -3.6% 3.3% -2.7%
1993 14.7% 6.7% 2.7% 6.2% -1.5%
1992 -4.5% -7.3% -3.2% 1.7% 4.7%
1991 31.6% 12.7% -3.3% 8.0% 11.8%
1990 -0.4% -3.5% 11.0% -13.1% 7.1%
1989 39.5% 8.1% 10.2% 14.5% 2.4%
1988 5.6% 2.6% 6.0% -3.5% 0.6%
1987 5.7% 23.1% 3.3% 8.2% -23.2%
1986 20.6% 20.0% 8.4% -11.6% 4.8%
1985 34.0% 8.9% 11.0% -6.6% 18.6%
1984 -7.9% -12.1% -3.6% 7.0% 1.5%
1983 30.0% 19.5% 17.0% -2.7% -4.4%
1982 42.4% -8.1% 4.2% 14.7% 29.6%
1981 1.3% 7.9% 2.6% -16.3% 9.3%
1980 47.8% -8.6% 16.1% 25.8% 10.6%
1979 47.5% 7.6% 3.7% 14.7% 15.3%
1978 37.8% 10.5% 21.0% 17.1% -12.0%
1977 25.0% -0.7% 12.3% 4.8% 7.0%
1976 28.1% 25.5% -3.9% -3.5% 10.2%
1975 55.8% 24.1% 29.4% -8.1% 5.5%
1974 -30.0% -9.5% -13.6% -19.6% 11.5%
1973 -3.3% -9.6% -11.8% 15.3% 5.1%
1972 11.9% 11.4% -2.9% -4.6% 8.3%
1971 8.6% 5.3% -1.5% 1.5% 3.2%
1970 -0.9% 3.1% -18.4% 14.1% 3.3%
1969 -23.4% -4.7% -9.1% -7.6% -4.3%
1968 11.3% -8.4% 11.9% 4.6% 3.8%
1967 28.7% 12.5% 3.8% 10.6% -0.3%
1966 -8.8% 1.2% -3.9% -9.4% 3.5%
1965 22.6% 5.9% -2.4% 9.9% 8.0%
1964 11.2% 4.3% 2.6% 3.1% 0.9%
1963 17.3% 7.0% 4.8% 3.4% 1.2%
1962 -7.3% 0.2% -21.7% 4.3% 13.2%
1961 27.5% 15.4% 0.2% 3.1% 7.0%
1960 12.5% -3.5% 8.8% -2.6% 10.0%

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 date31/10/1958
  • Share Class size2,930Mn
  • Base currencyUSD
  • ISINUS0250835024

Purchase Info

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

Charges

  • Annual management0.99%