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Pioneer Disciplined Value Fund;A

Ranked 1542 out of 1867 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term capital growth. The Fund invests primarily in equity securities of U.S. issuers, including common stocks, debt convertible to equity securities, and other equity instruments. The Fund may invest in issuers of any capitalization.

Performance

US over : 30/06/2017 - 30/06/2018
  • Rank 1542/1867 Total Return
  • Rank 826/1867 Standard Deviation
  • Rank 1392/1867 Max Drawdown
Fund Name Currency Return
1540 JPM US Hedged Equity I Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

7.3%

1541 Investors U.S. Opportunities Series C USD

7.3%

1542 Cullen Value Fund;C USD

7.3%

1542 Pioneer Disciplined Value Fund;A USD

7.3%

1544 Dreyfus Sustainable US Equity Fund;Z USD

7.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -1.0%
2017 21.4% 5.4% 4.5% 5.1% 4.9%
2016 14.0% -0.1% 1.9% 4.2% 7.4%
2015 -5.8% -0.5% -0.8% -9.0% 4.8%
2014 9.6% 1.7% 3.6% -0.6% 4.6%
2013 29.4% 9.9% 3.1% 3.7% 10.1%
2012 13.6% 12.1% -4.6% 6.2% 0.0%
2011 -1.3% 4.8% 0.6% -16.6% 12.3%
2010 11.8% 4.4% -12.1% 11.0% 9.7%
2009 23.2% -11.0% 14.2% 16.1% 4.3%
2008 -33.6% -10.9% 1.3% -9.5% -18.8%
2007 4.5% 1.8% 6.0% 1.3% -4.3%
2006 19.2% 6.2% 0.2% 3.0% 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/12/2005
  • Share Class size295Mn
  • Base currencyUSD
  • ISIN US72387X1090

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.65%
  • Initial investment5.75

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