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Ancora Income Fund;I

Ranked 115 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Richard A. Barone

Objective

The Fund seeks a high level of income, with a secondary objective of capital appreciation. Under normal circumstances, at least 80% of the assets of the Fund will be invested in income-producing securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 1.5% 1.3%
2016 6.2% 2.7% 4.3% 2.3% -3.1%
2015 3.4% 2.3% -0.5% -1.1% 2.6%
2014 11.6% 6.7% 3.5% -0.2% 1.3%
2013 -2.7% 2.6% -2.5% -3.0% 0.3%
2012 6.6% 2.1% 1.6% 2.4% 0.3%
2011 4.5% 1.2% 2.2% -1.9% 3.1%
2010 10.4% 3.0% 1.0% 5.8% 0.3%
2009 24.9% -7.1% 17.7% 10.1% 3.8%
2008 -10.3% 3.6% -2.2% -15.0% 4.2%
2007 -4.1% 1.5% -0.8% -0.3% -4.4%
2006 9.0% 1.9% -0.7% 5.2% 2.5%
2005 0.5% -1.3% 3.5% -0.1% -1.5%
2004 -4.3% 6.2% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date05/01/2004
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN US03332V8155

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.86%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).