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Dunham Dynamic Macro Fund;N

Ranked 178 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide capital appreciation, with capital preservation during market downturns as a secondary goal. The Fund invests primarily in common stocks of U.S. companies and Exchange Traded Funds ("ETFs") that invest primarily in common stocks of U.S. companies of any market capitalization.

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

Performance

US Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 8.1% 2.7% 2.4% 1.0% 1.8%
2016 -2.3% -2.5% 1.0% 1.5% -2.2%
2015 -1.1% 3.8% 0.1% -6.9% 2.2%
2014 3.7% 0.8% 1.4% -1.4% 2.9%
2013 0.1% 3.3% -2.6% -0.5% -0.1%
2012 5.1% 5.3% -3.0% 2.4% 0.5%
2011 -2.0% 0.5% -0.3% -7.1% 5.4%
2010 2.3% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/04/2010
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN US2654585882

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.24%

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