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Sound Mind Investing Fund

Ranked 1209 out of 1857 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide long-term capital appreciation. The Fund is a fund-of-funds which invests in the following categories of mutual funds: small-cap growth, small-cap value, mid- to large-cap growth, mid- to large-cap value, and international.

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

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% 2.9% 6.1%
2016 7.6% -1.7% 2.3% 3.9% 2.9%
2015 -2.8% 2.6% -0.5% -9.1% 4.7%
2014 3.9% 1.6% 2.1% -3.0% 3.3%
2013 35.5% 10.8% 2.6% 9.8% 8.7%
2012 10.5% 10.2% -5.8% 4.6% 1.8%
2011 -7.2% 5.3% -0.9% -18.1% 8.5%
2010 18.8% 6.7% -12.2% 13.5% 11.7%
2009 33.3% -8.5% 17.6% 18.6% 4.5%
2008 -39.1% -10.5% 5.9% -18.2% -21.4%
2007 15.7% 3.4% 7.1% 4.2% 0.4%
2006 13.3% 9.9% -3.6% -0.7% 7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date02/12/2005
  • Share Class size196Mn
  • Base currencyUSD
  • ISIN US92046L6920

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management1.00%

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