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Nationwide Destination 2025 Fund;Institutional Svc

Ranked 19 out of 66 in - Target Maturity 2025 USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks capital appreciation and income consistent with its current asset allocation. The Fund seeks to achieve its objective by investing in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the target date.

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

Performance

Target Maturity 2025 USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 0.9% 2.8%
2017 14.2% 4.2% 2.6% 3.2% 3.6%
2016 8.4% 1.0% 2.2% 3.5% 1.5%
2015 -1.7% 2.4% -0.2% -6.6% 2.9%
2014 4.3% 1.7% 3.8% -2.9% 1.7%
2013 17.3% 6.1% -0.7% 5.9% 5.2%
2012 13.6% 7.7% -2.0% 5.2% 2.3%
2011 -2.5% 4.4% 0.3% -12.2% 6.0%
2010 13.7% 3.6% -7.7% 10.3% 7.8%
2009 24.2% -9.2% 15.5% 14.1% 3.8%
2008 -29.7% -5.2% -0.7% -9.5% -17.5%
2007 -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/08/2007
  • Share Class size121Mn
  • Base currencyUSD
  • ISIN US63867N7378

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.38%

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