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sector performance

Small-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 3.0%
2017 7.9% 0.7% 1.3% 1.5% 4.2%
2016 20.3% 3.6% 0.7% 5.0% 9.8%
2015 -6.2% 1.9% 0.7% -8.3% -0.3%
2014 7.0% 0.5% 3.5% -7.0% 10.6%
2013 38.2% 15.8% 0.8% 9.3% 8.4%
2012 24.0% 13.1% -4.1% 6.2% 7.6%
2011 0.4% 8.3% -0.8% -21.6% 19.2%
2010 32.4% 9.7% -7.1% 10.8% 17.3%
2009 50.7% -10.3% 35.3% 20.0% 3.5%
2008 -27.6% -2.6% -5.1% 4.6% -25.0%
2007 -2.7% 2.6% 9.2% -9.8% -3.7%
2006 9.5% 9.3% -5.4% -0.5% 6.4%
2005 9.2% -1.3% 3.8% 6.9% -0.3%
2004 15.0% 4.5% -0.2% -2.7% 13.4%
2003 34.5% -2.8% 15.3% 4.5% 14.8%
2002 -21.0% 2.2% -6.6% -14.0% -3.8%
2001 23.3% -3.3% 16.8% -5.8% 16.0%
2000 6.8%

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 date26/09/2000
  • Share Class size4,270Mn
  • Base currencyUSD
  • ISINUS3159126008

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.68%