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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 -0.5% 0.8%
2017 17.7% 5.1% 2.9% 4.2% 4.5%
2016 18.9% 2.7% 3.2% 5.4% 6.4%

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 date15/12/2015
  • Share Class size53Mn
  • Base currencyUSD
  • ISINUS64122Q2912

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.33%