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sector performance

Equity Income Funds
Rank Fund Name Currency Loss
96 Fidelity Series Value Discovery Fund USD -6.8%
96 Zacks Dividend Fund;Investor USD -6.8%
96 Transamerica Dividend Focused;I2 USD -6.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 0.7% 4.3%
2017 16.2% 4.1% 2.9% 2.8% 5.5%
2016 14.9% 1.2% 3.4% 1.9% 7.8%
2015 -2.7% 0.2% -0.7% -7.1% 5.3%
2014 11.3% 4.3% 2.0% 0.9% 3.7%
2013 3.0% 4.4% 10.1%

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 date04/01/2013
  • Share Class size521Mn
  • Base currencyUSD
  • ISINUS89355J5323

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.48%