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Highland Total Return Fund;A

Ranked 173 out of 200 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks maximum total return by investing primarily in a combination of U.S. and foreign equity and debt securities and cash. The Fund adjusts its asset allocation weightings based on market and economic conditions in order to meet its objective.

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

Performance

Aggressive USD over : 31/10/2016 - 31/10/2017
  • Rank 173/200 Total Return
  • Rank 169/200 Standard Deviation
  • Rank 165/200 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 5.5% 0.0%
2016 10.5% -0.3% 2.0% 4.3% 4.1%
2015 -0.8% 0.6% 0.6% -7.0% 5.4%
2014 3.8% 0.7% 2.9% -0.9% 1.1%
2013 15.7% 4.8% 0.1% 4.9% 5.1%
2012 11.0% 8.1% -2.6% 4.5% 1.0%
2011 -3.5% 3.3% 0.4% -12.5% 6.4%
2010 9.6% 2.7% -8.8% 10.0% 6.3%
2009 21.2% -4.7% 11.6% 10.2% 3.4%
2008 -30.6% -6.7% -0.7% -10.0% -16.9%
2007 11.6% 1.5% 5.9% 4.3% -0.4%
2006 13.9% 4.7% -1.7% 4.2% 6.3%
2005 3.1% -2.5% 1.1% 2.4% 2.1%
2004 7.9% 1.4% -0.1% -1.3% 7.9%
2003 20.6% -2.2% 12.2% 1.9% 7.9%
2002 -9.7% 0.8% -5.8% -9.3% 5.0%
2001 -3.7% -5.3% 2.1% -7.2% 7.4%
2000 4.2% 3.0% 0.3% 0.3% 0.6%
1999 13.2% 3.4% 3.3% -3.4% 9.7%
1998 16.5% 8.1% 2.4% -5.8% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/02/1993
  • Share Class size56Mn
  • Base currencyUSD
  • ISIN US43090E4567

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management0.50%
  • Initial investment5.75

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