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sector performance

Large-Cap Growth Funds
Rank Fund Name Currency Return
15 PF Large-Cap Growth Fund;P USD 56.6%
16 PF Growth Fund;P USD 56.4%
17 Fidelity Blue Chip Growth Fund USD 56.1%
18 Principal Blue Chip Fund;Inst USD 55.6%
19 Polen Growth Fund;Institutional USD 54.9%
Rank Fund Name Currency Risk
109 Fidelity Series Blue Chip Growth Fund USD 12.8
109 Fidelity Blue Chip Growth Fund USD 12.8
111 BlackRock Focus Growth Fund;A USD 12.8
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.0% 9.2%
2017 36.1% 11.8% 6.8% 6.4% 7.1%
2016 1.6% -4.6% -0.9% 9.2% -1.6%
2015 6.3% 5.5% 0.4% -6.5% 7.4%
2014 14.6% 1.9% 5.2% 1.5% 5.4%
2013 39.8% 9.1% 4.1% 11.0% 11.0%
2012 17.8% 18.7% -6.9% 7.7% -1.1%
2011 -2.7% 5.7% 0.5% -14.8% 7.3%
2010 19.6% 5.7% -12.3% 13.4% 13.8%
2009 45.0% -5.1% 16.7% 20.5% 8.6%
2008 -38.6% -10.6% 0.5% -9.2% -24.8%
2007 11.8% -0.6% 7.7% 5.2% -0.6%
2006 5.5% 2.3% -5.0% 4.3% 4.1%
2005 4.0% -4.0% 2.0% 3.4% 2.8%
2004 6.3% 1.0% 1.8% -4.5% 8.3%
2003 24.8% -1.8% 13.2% 2.4% 9.6%
2002 -25.3% -1.2% -15.7% -16.0% 6.8%
2001 -16.6% -16.7% 8.3% -18.4% 13.3%
2000 -10.5% 5.8% -2.1% -1.5% -12.3%
1999 24.3% 5.7% 2.6% -4.5% 20.0%
1998 34.8% 14.0% 4.2% -8.1% 23.4%
1997 27.0% 0.0% 16.7% 7.7% 1.0%
1996 15.4% 1.8% 2.9% 3.8% 6.2%
1995 28.4% 5.0% 11.9% 9.2% 0.1%
1994 9.9% 0.8% 0.7% 7.8% 0.5%
1993 24.5% 4.4% 7.9% 8.4% 1.9%
1992 6.2% -5.4% 0.4% 4.4% 7.0%
1991 54.8% 22.0% -1.1% 11.8% 14.8%
1990 3.5% -1.2% 12.8% -15.0% 9.3%
1989 36.2% 6.6% 9.8% 15.2% 1.1%
1988 5.9% 1.2% 5.5% -1.9% 1.1%

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 date31/12/1987
  • Share Class size20,462Mn
  • Base currencyUSD
  • ISINUS3163893031

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.52%
  • Initial investment0