Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Small-Cap Growth Funds
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% 8.1% 4.9%
2017 16.7% 3.7% 2.3% 6.5% 3.2%
2016 13.0% -5.0% 4.9% 6.0% 7.1%
2015 -2.2% 4.9% 0.3% -10.9% 4.2%
2014 1.9% 1.0% 0.3% -7.6% 8.9%
2013 43.7% 14.4% 4.2% 11.7% 7.9%
2012 -2.2% 6.2% 2.4%

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 date27/01/2012
  • Share Class size63Mn
  • Base currencyUSD
  • ISINUS00203H7769

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.13%