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sector performance

Large-Cap Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.8% 5.0%
2017 29.4% 9.1% 4.7% 6.1% 6.8%
2016 4.6% -2.7% 1.2% 6.7% -0.5%
2015 5.3% 4.0% -1.0% -6.0% 8.8%
2014 12.5% 1.6% 4.4% 1.0% 5.0%
2013 34.9% 7.5% 2.2% 10.6% 11.0%
2012 18.6% 16.6% -4.6% 7.5% -0.8%
2011 -0.8% 7.5% 0.6% -14.4% 7.2%
2010 19.8% 5.0% -11.9% 14.5% 13.1%
2009 44.5% -3.7% 18.4% 17.0% 8.3%
2008 -44.5% -14.8% 2.9% -17.5% -23.2%
2007 18.9% 0.0% 7.5% 7.2% 3.2%
2006 13.1% 4.7% -2.8% 4.9% 6.0%
2005 7.4% -2.5% 1.9% 5.0% 3.0%
2004 10.7% 1.7% 1.8% -2.0% 9.1%
2003 27.7% -2.9% 15.8% 2.1% 11.2%
2002 -20.9% -0.7% -12.7% -16.7% 9.4%
2001 -12.4% -13.8% 8.6% -17.0% 12.7%
2000 -7.2% 6.0% -3.8% -0.4% -8.6%
1999 40.7% 9.1% 9.4% -5.6% 24.9%
1998 2.9% 17.0% -1.1% -27.0% 21.8%
1997 13.0% -8.6% 19.5% 14.8% -9.9%
1996 17.0% 5.3% 2.8% 2.3% 5.6%
1995 22.1% 4.0% 6.9% 11.0% -1.1%
1994 -6.7% -6.2% -2.0% 6.3% -4.5%
1993 19.2% 6.1% 3.4% 7.3% 1.3%
1992 16.8% -0.3% -0.5% 5.5% 11.6%
1991 36.3% 18.3% -1.7% 8.8% 7.7%
1990 -12.7% -4.7% 4.3% -18.5% 7.8%
1989 31.7% 10.7% 9.6% 11.0% -2.2%
1988 24.3% 14.9% 8.2% -2.1% 2.2%
1987 -4.2% 20.7% 1.2% 6.9% -26.6%
1986 13.5% 20.1% 1.9% -10.8% 4.0%
1985 28.3% 8.3% 6.8% -4.4% 16.0%
1984 -2.2% -8.4% -2.6% 7.7% 1.8%
1983 26.6% 12.3% 12.0% -2.6% 3.4%
1982 14.7% -9.9% -1.9% 7.9% 20.2%
1981 -5.3% -0.9% -0.9% -11.7% 9.1%
1980 25.5% -12.0% 13.1% 16.6% 8.2%
1979 26.4% 7.1% 5.5% 9.7% 2.0%
1978 9.6% -6.4% 16.1% 10.9% -9.0%
1977 -3.3% -6.9% 5.7% -3.8% 2.3%
1976 21.2% 17.3% 4.7% -4.1% 2.8%
1975 34.7% 23.2% 19.0% -11.9% 4.3%
1974 -31.4% -4.5% -8.4% -29.4% 11.1%
1973 -23.7% -9.7% -12.1% 11.3% -13.7%
1972 14.3% 11.2% 0.5% -3.8% 6.3%
1971 16.5% 13.5% 0.7% -2.6% 4.7%
1970 -6.9% -5.3% -20.7% 15.7% 7.1%
1969 -12.1% -5.3% -5.1% -2.4% 0.2%
1968 1.9% -11.3% 11.5% 3.4% -0.4%
1967 35.1% 15.0% 4.9% 8.6% 3.2%
1966 -3.2% 13.4% -4.6% -13.3% 3.2%
1965 57.0% 10.4% -6.0% 21.9% 24.1%
1964 15.0% 11.2% 1.9% 2.3% -0.8%
1963 46.4% 7.7% 11.2% 9.9% 11.3%
1962 -19.0% -3.3% -22.9% 2.7% 5.7%
1961 67.7% 49.5% 2.2% 1.4% 8.2%
1960 35.2% -9.9% 29.7% -2.2% 18.3%

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 date16/06/1958
  • Share Class size1,872Mn
  • Base currencyUSD
  • ISINUS3164231025

Purchase Info

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

Charges

  • Annual management0.52%