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sector performance

Multi-Cap Core Funds
Rank Fund Name Currency Loss
78 Boston Partners All-Cap Value Fund;Institutional USD -10.9%
79 Davis Opportunity Fund;A USD -11.0%
80 AQR Large Cap Multi-Style Fund;I USD -11.1%
81 Pin Oak Equity Fund USD -11.1%
82 Catalyst Buyback Strategy Fund;C USD -11.1%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 24.3% 6.1% 3.6% 5.7% 7.0%
2016 7.1% -1.2% -1.1% 4.3% 5.1%
2015 -0.3% 1.5% -0.4% -5.8% 4.6%
2014 13.9% 3.0% 5.2% 0.2% 4.9%
2013 3.5% 6.1% 11.9%

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 date26/03/2013
  • Share Class size460Mn
  • Base currencyUSD
  • ISINUS00203H5110

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.29%