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sector performance

Small-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 5.7% 8.5%
2017 41.1% 11.7% 7.3% 9.1% 7.9%
2016 7.8% -9.3% 6.0% 12.3% -0.1%
2015 -2.2% 6.0% 3.4% -15.5% 5.6%
2014 -0.2% 0.5% -3.7% -5.7% 9.4%
2013 47.9% 12.7% 6.7% 12.9% 8.9%
2012 12.2% 13.8% -7.3% 8.1% -1.6%
2011 -3.5% 9.9% -0.8% -24.5% 17.3%
2010 33.8% 9.0% -9.0% 13.3% 19.1%
2009 38.7% -8.3% 23.0% 17.1% 5.0%
2008 -43.3% -15.7% 0.0% -9.2% -26.0%
2007 12.3% 1.1% 7.7% 6.2% -2.8%
2006 16.0% 15.8% -6.8% -2.9% 10.8%
2005 6.4% -5.2% 3.5% 6.1% 2.2%
2004 20.4% 4.7% 5.1% -2.9% 12.7%
2003 34.1% -3.7% 14.4% 8.7% 12.0%
2002 -21.1% 1.8% -10.9% -16.1% 3.7%
2001 -6.6% -14.2% 12.2% -17.3% 17.4%
2000 8.0% 13.5% 0.9% -0.9% -4.9%
1999 26.8% -4.3% 15.1% -1.3% 16.6%
1998 -4.2% 11.4% -4.8% -22.2% 16.0%
1997 28.4% -7.3% 19.2% 21.6% -4.4%
1996 15.6% 5.9% 6.2% 2.0% 0.7%
1995 22.1% 6.8% 6.4% 7.9% -0.5%
1994 -7.7% -1.9% -4.5% 4.2% -5.5%
1993 7.9% -2.6% 0.1% 9.5% 1.0%
1992 18.4% 0.7% -9.3% 8.9% 19.1%
1991 16.8%

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 date01/07/1991
  • Share Class size384Mn
  • Base currencyUSD
  • ISINUS4812C05485

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.64%
  • Initial investment0