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sector performance

Small-Cap Core Funds
Rank Fund Name Currency Loss
105 MassMutual Premier Small Cap Opportunities Fd;A USD -11.6%
106 Voya Small Company Fund;I USD -11.6%
107 AQR Small Cap Multi-Style Fund;I USD -11.7%
108 SA US Small Company Fund USD -11.7%
108 Columbia Small Cap Value Fund II;I USD -11.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 5.5%
2017 9.3% 1.6% 0.4% 5.2% 1.9%
2016 22.5% 0.6% 2.1% 8.3% 10.1%
2015 -4.5% 3.6% -0.7% -9.2% 2.3%
2014 3.6% 0.9% 1.2% -6.2% 8.2%
2013 7.0% 10.1% 9.7%

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 date26/03/2013
  • Share Class size64Mn
  • Base currencyUSD
  • ISINUS00203H4873

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.05%