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sector performance

Equity Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 2.9%
2017 21.1% 5.7% 3.4% 4.4% 6.2%
2016 9.8% 0.4% 1.6% 3.3% 4.3%
2015 0.3% 1.0% -0.2% -6.3% 6.2%
2014 0.9% -0.6% 3.8% -1.8% -0.4%
2013 7.7%

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 date05/08/2013
  • Share Class size22Mn
  • Base currencyUSD
  • ISINUS1281208132

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.31%