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Investors U.S. Opportunities Class Series A

Ranked 842 out of 882 in - US over 12 months
All calculations are in USD unless stated

Objective

The Class aims to provide long-term capital growth primarily through exposure to the common shares of medium Capitalization U.S. corporations. The Class aims to achieve this exposure by investing primarily in units of other Investors Group mutual fund(s) and/or directly in equity securities. The investment objective of the Class may not be changed without the prior approval of the majority of its Shareholders who vote at a meeting called for that purpose, except when a change is required because of changes in the law.

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

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% -1.0% 2.8%
2016 16.8% 3.7% 2.0% 4.5% 5.8%
2015 -5.4% 2.8% -1.6% -9.3% 3.2%
2014 16.3% 5.1% 3.6% -0.7% 7.6%
2013 35.1% 12.2% 3.1% 6.5% 9.8%
2012 11.0% 10.5% -7.3% 6.0% 2.2%
2011 -1.5% 12.5% -1.8% -18.5% 9.5%
2010 21.3% 6.8% -8.2% 12.7% 9.7%
2009 26.1% -12.5% 18.7% 15.8% 4.8%
2008 -37.2% -6.0% -3.3% -5.8% -26.7%
2007 -1.4% 2.3% 6.2% -4.4% -5.0%
2006 15.7% 4.8% -1.9% 4.3% 7.9%
2005 -0.4% -0.8% -1.1% -1.6% 3.1%
2004 13.6% 2.3% 1.4% -0.1% 9.6%
2003 24.2% -5.2% 15.9% 3.6% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date24/10/2002
  • Share Class size117Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment50

Charges

  • Annual management1.85%
  • Initial investment0

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