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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 1.0% -1.2%
2017 21.3% 6.0% 6.0% 2.2% 5.7%
2016 6.8% 3.1% 1.7% 4.3% -2.3%
2015 -3.6% 0.1% -0.1% -7.6% 4.3%
2014 5.0% 1.5% 6.3% -3.1% 0.4%
2013 29.9% 9.0% 3.8% 6.8% 7.5%
2012 -2.1% 5.4% 1.7%

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 date30/03/2012
  • Share Class size10Mn
  • Base currencyUSD
  • ISINUS4020318014

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges