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Madison Aggressive Allocation Fund;A

Ranked 104 out of 207 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks capital appreciation by investing primarily in shares of underlying funds. The Fund will be diversified among a number of asset classes and its allocation among underlying funds will be based on an asset allocation model developed by the Fund's investment adviser.

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

Performance

Aggressive USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.7% 3.1%
2017 18.1% 4.9% 3.6% 4.0% 4.5%
2016 7.9% 1.5% 1.9% 2.9% 1.3%
2015 -1.5% 2.4% -0.8% -6.4% 3.7%
2014 6.9% 1.3% 3.7% -1.4% 3.2%
2013 22.1% 7.6% 0.4% 5.1% 7.5%
2012 10.8% 6.9% -2.2% 5.1% 0.9%
2011 0.2% 4.3% 0.5% -11.3% 7.7%
2010 10.7% 3.3% -8.5% 9.5% 7.0%
2009 27.6% -7.9% 16.9% 14.3% 3.6%
2008 -41.7% -9.4% 1.2% -16.3% -24.1%
2007 7.1% 2.1% 5.9% 1.8% -2.6%
2006 3.6% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2006
  • Share Class size55Mn
  • Base currencyUSD
  • ISIN US5574925765

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.20%
  • Initial investment0.00%

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