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Pioneer Funds US Research Value E No Dis EUR

Ranked 124 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

John Peckham

Objective

This Sub-Fund seeks to achieve capital appreciation over the medium to long-term by investing primarily in a portfolio of equities and equity-linked instruments of issuers incorporated, headquartered or having their principal business activities in the U.S.A. The Sub-Fund uses a value style of management and seeks to invest in a diversified portfolio of securities selling at reasonable prices or at discounts to their intrinsic values.

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

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 4.2%
2016 12.9% -0.1% 1.6% 3.8% 7.2%
2015 -6.5% -0.7% -0.8% -9.2% 4.6%
2014 8.4% 1.6% 3.3% -1.0% 4.3%
2013 28.0% 9.6% 2.8% 3.4% 9.8%
2012 12.5% 11.9% -4.8% 5.9% -0.3%
2011 -3.4% 4.5% 0.3% -17.8% 12.2%
2010 10.6% 4.0% -11.1% 8.9% 9.9%
2009 23.0% -11.3% 13.6% 16.1% 5.1%
2008 -19.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date11/07/2008
  • Share Class size39Mn
  • Base currencyEUR
  • ISIN LU0347183856

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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