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sector performance

Large-Cap Core Funds
Rank Fund Name Currency Loss
133 Natixis Vaughan Nelson Select Fund;Y USD -10.8%
134 AQR TM Large Cap Multi-Style Fund;R6 USD -10.8%
134 Pioneer Core Equity Fund;A USD -10.8%
136 Spirit of America Large Cap Value Fund;A USD -10.9%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 24.8% 6.1% 3.7% 5.8% 7.3%
2016 6.9% -1.3% -0.9% 4.0% 5.2%
2015 0.2% -6.3% 5.2%

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 date11/02/2015
  • Share Class size184Mn
  • Base currencyUSD
  • ISINUS00191K7321

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.12%