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sector performance

Equity Income Funds
Rank Fund Name Currency Loss
39 Centaur Total Return Fund USD -10.1%
40 Glenmede Equity Income Portfolio USD -10.2%
41 Coho Relative Value Equity Fund;Advisor USD -10.2%
42 Segall Bryant & Hamill Large Cap Div;Rtl USD -10.2%
43 Cutler Equity Fund USD -10.2%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% -2.5% 3.0% 6.5% -10.2%
2017 18.3% 4.6% 2.0% 3.1% 7.6%
2016 9.1% 3.4% 3.2% 0.4% 1.8%
2015 -0.6% 0.6% -0.6% -6.7% 6.6%
2014 13.8% 1.8% 3.2% 1.8% 6.5%
2013 8.6%

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 date14/08/2013
  • Share Class size173Mn
  • Base currencyUSD
  • ISINUS56166Y6361

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management0.73%