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Columbia Disciplined Core Fund;A

Ranked 479 out of 1871 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its assets in the equity securities that have market capitalizations that are within the range of the S&P 500 Index.

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

Performance

US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 24.1% 5.9% 3.1% 5.7% 7.6%
2016 7.7% -0.2% 0.4% 3.8% 3.5%
2015 0.9% 1.9% -0.1% -6.4% 5.9%
2014 15.0% 1.3% 4.5% 2.8% 5.6%
2013 33.5% 9.3% 3.5% 6.0% 11.3%
2012 15.5% 14.3% -3.7% 6.7% -1.7%
2011 5.5% 6.7% 1.0% -12.9% 12.4%
2010 15.1% 5.5% -11.2% 11.7% 10.0%
2009 21.4% -13.7% 14.7% 16.0% 5.7%
2008 -38.7% -11.3% -2.6% -8.9% -22.2%
2007 5.3% 0.4% 7.0% 0.9% -2.9%
2006 16.5% 5.6% -2.2% 5.1% 7.3%
2005 6.2% -1.6% 1.4% 5.4% 0.9%
2004 10.0% 2.0% 1.3% -3.0% 9.8%
2003 1.3% 11.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date24/04/2003
  • Share Class size3,692Mn
  • Base currencyUSD
  • ISIN US19763T6405

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.63%
  • Initial investment0

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