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Henderson US Growth

Ranked 1555 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund aims to achieve a long-term return in excess of the long-term return that is typically achieved from U.S. equity markets, primarily by investing in companies incorporated in the U.S. or having their registered office in the U.S., or that either (i) carry out a predominant proportion of their business activity in the U.S., or (ii) are holding companies which predominantly own companies with registered office in U.S. The Fund is expected to invest in large capitalisation companies. It may invest up to 15% in cash or cash-equivalents from time to time.

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

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 0.8% 3.2%
2016 -2.7% -4.8% -1.5% 0.8% 3.0%
2015 -0.5% 2.2% -1.6% -10.3% 10.2%
2014 9.6% -1.7% 6.8% 2.3% 2.0%
2013 36.0% 11.5% 3.0% 9.2% 8.5%
2012 8.4% 13.9% -6.7% 5.8% -3.5%
2011 -3.1% 3.5% 0.2% -13.6% 8.2%
2010 18.4% 4.3% -11.6% 11.4% 15.2%
2009 32.9% -6.9% 15.7% 14.3% 7.9%
2008 -39.5% -13.7% 2.5% -13.4% -21.0%
2007 17.0% 0.8% 5.8% 10.6% -0.9%
2006 15.4% 5.0% -0.8% 3.1% 7.5%
2005 8.3% -0.2% 1.6% 4.7% 2.0%
2004 9.5% 1.6% 0.2% -1.7% 9.4%
2003 21.3% -1.9% 11.0% 3.1% 8.1%
2002 -21.4% 0.5% -9.5% -14.2% 0.6%
2001 -18.6% -14.1% 3.7% -17.1% 10.1%
2000 -2.4% 11.3% -6.1% 4.9% -11.0%
1999 33.4% 8.5% 2.5% -6.1% 27.8%
1998 20.2% 12.6% 2.4% -11.3% 17.5%
1997 19.2% 0.9% 11.1% 8.3% -1.8%
1996 25.6% 6.9% 7.3% 3.1% 6.2%
1995 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date26/01/1976
  • Share Class size126Mn
  • Base currencyGBP
  • ISIN GB0032438466

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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