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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 -1.5% 4.7%
2017 14.7% 3.9% 2.7% 3.5% 3.9%
2016 19.4% 1.8% 2.7% 6.2% 7.6%
2015 -1.4% 4.7% -0.1% -8.5% 3.0%
2014 8.5% 2.0% 3.0% -4.7% 8.4%
2013 34.6% 11.0% 3.7% 9.5% 6.8%
2012 12.5% 9.5% -3.8% 4.8% 1.8%
2011 -4.4% 6.5% -1.3% -20.4% 14.1%
2010 20.9% 5.1% -7.6% 10.4% 12.7%
2009 32.3% -9.0% 19.7% 15.1% 5.6%
2008 -31.3% -8.1% 2.9% -5.5% -23.2%
2007 10.3% 4.5% 6.0% 1.0% -1.4%
2006 20.9% 13.4% -3.1% 1.2% 8.7%
2005 6.4% -3.4% 3.7% 4.5% 1.7%
2004 25.3% 8.0% 1.5% 0.9% 13.3%
2003 37.1% -5.1% 18.1% 8.6% 12.8%
2002 -18.9% 2.6% -9.5% -17.4% 5.7%
2001 11.6% -5.2% 13.7% -11.3% 16.6%
2000 31.2% 18.1% 2.2% 7.8% 0.9%
1999 13.1% -8.3% 17.1% -6.4% 12.5%
1998 -9.2% 11.1% -4.9% -23.3% 12.0%
1997 26.9% -1.8% 18.6% 14.3% -4.6%
1996 22.3% 7.7% 8.9% 0.8% 3.5%
1995 49.1% 9.0% 9.4% 16.2% 7.5%
1994 4.5% 0.2% -0.7% 4.7% 0.3%
1993 3.5%

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 date05/08/1993
  • Share Class size127Mn
  • Base currencyUSD
  • ISINUS41665H3268

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment50

Charges

  • Annual management0.76%