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sector performance

Large-Cap Growth Funds
Rank Fund Name Currency Return
82 Polen Growth Fund;Institutional USD 22.1%
83 Investment House Growth Fund USD 22.1%
84 AB Large Cap Growth Fund;A USD 22.0%
85 AQR TM Large Cap Momentum Style Fund;I USD 21.8%
Rank Fund Name Currency Risk
103 Virtus Silvant Large-Cap Growth Stock Fund;A USD 10.8
103 Nuveen Growth Fund;I USD 10.8
105 GAMCO Growth Fund;AAA USD 10.8
105 Investment House Growth Fund USD 10.8
107 Transamerica Large Growth;R4 USD 10.8
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% 7.6%
2017 34.1% 11.3% 7.5% 5.3% 6.5%
2016 5.4% 0.6% -1.7% 7.7% -1.0%
2015 3.4% 2.0% -1.3% -7.5% 10.9%
2014 9.2% -0.3% 5.0% 1.8% 2.5%
2013 34.6% 7.1% -0.7% 11.6% 13.4%
2012 24.8% 19.8% -4.0% 7.0% 1.5%
2011 3.5% 7.7% -2.4% -11.6% 11.3%
2010 13.4% 5.2% -12.3% 12.1% 9.7%
2009 41.7% -4.6% 17.8% 17.3% 7.6%
2008 -43.3% -14.3% -1.9% -8.1% -26.6%
2007 7.9% 1.6% 7.7% 3.3% -4.6%
2006 9.6% 6.0% -4.5% 3.8% 4.4%
2005 2.4% -5.2% 0.0% 3.8% 4.1%
2004 12.8% 1.1% 3.2% -2.2% 10.6%
2003 29.1% -2.4% 12.9% 4.6% 12.0%
2002 -13.4% 0.8% -10.0% -12.7% 9.3%

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 date28/12/2001
  • Share Class size110Mn
  • Base currencyUSD
  • ISINUS4613741002

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.40%