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Putnam RetirementReady 2025 Fund;A

Ranked 50 out of 63 in - Target Maturity 2025 USD over 12 months
All calculations are in USD unless stated

Managed by

James Fetch

Robert Schoen

Robert Schoen has been in the investment industry since 1990 and presently is co-head of the Global Asset Allocation Group at Canada Life Investments based in Boston where he is responsible for managing the CF Canlife Total Return Strategy.

Jason Vaillancourt

Objective

The Fund seeks capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its target date of 2025.

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

Performance

Target Maturity 2025 USD over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 1.0%
2017 10.6% 3.0% 1.8% 2.7% 2.7%
2016 4.4% -0.7% 1.4% 2.5% 1.2%
2015 -0.5% 2.3% -0.6% -3.6% 1.6%
2014 7.0% 1.9% 2.6% -0.1% 2.6%
2013 14.3% 5.3% -0.5% 3.6% 5.3%
2012 12.0% 8.3% -2.0% 4.7% 0.8%
2011 -1.8% 4.0% -0.1% -10.7% 5.8%
2010 11.1% 3.9% -6.2% 7.6% 6.0%
2009 31.9% -6.1% 17.5% 14.7% 4.2%
2008 -35.0% -8.7% -0.3% -10.8% -19.9%
2007 2.1% 1.6% 4.5% -0.6% -3.3%
2006 13.3% 4.8% -1.9% 3.3% 6.6%
2005 6.9% -1.8% 1.7% 4.6% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/11/2004
  • Share Class size93Mn
  • Base currencyUSD
  • ISIN US7468597502

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.03%
  • Initial investment0.00%

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