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sector performance

Large-Cap Core Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 3.9% 3.7%
2017 18.2% 6.9% 1.1% 1.8% 7.5%
2016 11.2% 4.1% 2.4% 1.5% 2.8%
2015 -5.6% -3.3% -1.8% -5.2% 4.8%
2014 11.3% 0.8% 4.0% 0.7% 5.5%
2013 27.7% 12.0% 4.2% 2.4% 7.0%
2012 11.5% 7.5% -0.5% 4.2% 0.0%
2011 7.3% 5.8% 2.6% -9.4% 9.1%
2010 12.6% 5.9% -9.7% 10.1% 7.0%
2009 59.3% -7.8% 34.8% 19.0% 7.6%
2008 -26.1% -5.8% -7.8% 4.4% -18.4%
2007 3.4% -0.2% 3.6% -0.1% 0.0%
2006 16.0% 4.1% -0.3% 6.7% 4.7%
2005 -1.3% -1.8% 0.5% -0.2% 0.2%
2004 9.9% 0.0% 1.5% -3.3% 12.0%
2003 33.0% -5.9% 20.3% 2.6% 14.6%
2002 11.4% 5.3% 0.0% -6.8% 13.6%
2001 19.5% -0.1% 6.1% -4.0% 17.3%
2000 13.5% -8.7% 5.3% 5.3% 12.1%
1999 -16.9% -9.7% 8.0% -13.0% -2.0%
1998 0.6% 8.1% -4.1% -16.4% 16.1%
1997 18.3% 3.5% 9.2% 7.7% -2.8%
1996 26.0% 6.0% 6.2% 0.5% 11.4%
1995 30.4% 9.4% 5.7% 7.3% 5.2%
1994 8.8% -2.2% 1.1% 9.5% 0.6%
1993 -6.6% -3.8% -6.9% -3.5% 8.1%
1992 4.5%

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 date06/07/1992
  • Share Class size7,740Mn
  • Base currencyUSD
  • ISINUS00170K5882

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.52%