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Sterling Capital Strategic Alloc Growth Fund;Inst

Ranked 85 out of 200 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks capital appreciation by investing primarily in a group of diversified BB&T mutual funds that invest primarily in equity securities.

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

Performance

Aggressive USD over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 3.0% 5.0%
2016 6.0% -0.2% 0.0% 5.1% 1.0%
2015 -0.7% 3.0% 0.8% -6.7% 2.6%
2014 7.6% 2.7% 5.1% -0.8% 0.5%
2013 16.3% 5.4% 1.5% 3.0% 5.5%
2012 12.6% 9.1% -3.5% 5.1% 1.8%
2011 -5.4% 4.5% -0.2% -16.0% 8.0%
2010 15.0% 3.9% -9.2% 12.2% 8.6%
2009 23.4% -9.2% 13.9% 14.4% 4.2%
2008 -31.5% -8.0% -2.1% -9.3% -16.2%
2007 2.4% 1.0% 5.0% 0.5% -4.0%
2006 13.5% 4.7% -1.6% 3.5% 6.4%
2005 5.7% -1.0% 1.9% 3.3% 1.4%
2004 10.3% 2.1% 0.6% -0.9% 8.3%
2003 21.8% -4.0% 12.6% 2.3% 10.2%
2002 -17.9% 0.2% -8.0% -14.0% 3.6%
2001 -11.5% -11.3% 3.7% -10.5% 7.6%
2000 -1.7% 3.0% -0.9% -0.1% -3.6%
1999 14.1% -1.1% 6.7% -3.5% 12.0%
1998 13.4% 8.2% -0.9% -7.9% 14.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date02/10/1997
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN US85917L1715

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.10%

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