Fact sheet:

No data available.
No data available.
No data available.
No data available.
No data available.
No data available.
No data available.
No data available.

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund------
Sector------
Rank within sector------
Quartile
Calendar performance
 YTD - 20172016201520142013
Fund-----
Sector-----
Rank within sector-----
Quartile
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
-
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
-
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
-
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
-
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
-
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
-
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
-
Price movement
52 week high-
52 week low-
Current bid price-
Current offer price-
Current mid price-
Region
No data available.
Industry sector
No data available.
Asset type
No data available.
Individual holdings
No data available.
Fund manager group
No data available.
Fund manager company
No data available.
Fund type
No data available.
Fund objective
No data available.
Benchmark
No data available.
Investment style
No data available.
Investment method
No data available.
Fund manager
No data available.
Compliance
No data available.
Domicile
No data available.
Fund for sale in
No data available.
Capital Group World Dividend Growers (LUX) B CHF EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price12.37
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE71I
Capital Group World Dividend Growers (LUX) B GBP EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price12.37
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE71J
Capital Group World Dividend Growers (LUX) B USD EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price12.37
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE71K
Capital Group World Dividend Growers (LUX) Bd CHF EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.94
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71L
Capital Group World Dividend Growers (LUX) Bd GBP
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price10.82
CurrencyGBP
Price updated23/01/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB1Y
Capital Group World Dividend Growers (LUX) Bd GBP EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.94
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71M
Capital Group World Dividend Growers (LUX) Bd USD EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.94
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71O
Capital Group World Dividend Growers (LUX) Bgd CHF EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.45
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71P
Capital Group World Dividend Growers (LUX) Bgd GBP
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price10.19
CurrencyGBP
Price updated23/01/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2C
Capital Group World Dividend Growers (LUX) Bgd GBP EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.45
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71Q
Capital Group World Dividend Growers (LUX) Bgd USD EUR
Initial charge5.25%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price11.45
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71R
Capital Group World Dividend Growers (LUX) C CHF EUR
Initial charge5.25%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price12.89
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71S
Capital Group World Dividend Growers (LUX) C GBP
Initial charge5.25%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price12.07
CurrencyGBP
Price updated23/01/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFB2H
Capital Group World Dividend Growers (LUX) C GBP EUR
Initial charge5.25%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price12.89
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71T
Capital Group World Dividend Growers (LUX) C JPY EUR
Initial charge5.25%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price12.89
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71U
Capital Group World Dividend Growers (LUX) C USD EUR
Initial charge5.25%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price12.89
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71V
Capital Group World Dividend Growers (LUX) T USD EUR
Initial charge5.25%
Annual charge1.75%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2%
Total expense ratio (TER)2%
Bid price-
Offer price-
Mid price12.29
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE71W
Capital Group World Dividend Growers (LUX) Tgd USD EUR
Initial charge5.25%
Annual charge1.75%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2%
Total expense ratio (TER)2%
Bid price-
Offer price-
Mid price11.38
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE71X
Capital Group World Dividend Growers (LUX) X CHF
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price13.43
CurrencyCHF
Price updated02/02/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFB2M
Capital Group World Dividend Growers (LUX) X CHF CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price13.57
CurrencyCHF
Price updated29/01/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFQ3J
Capital Group World Dividend Growers (LUX) X EUR CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.23
CurrencyEUR
Price updated29/01/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFQ3K
Capital Group World Dividend Growers (LUX) X GBP
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price9.15
CurrencyGBP
Price updated02/02/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFB2Q
Capital Group World Dividend Growers (LUX) X GBP CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.3
CurrencyGBP
Price updated29/01/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFQ3L
Capital Group World Dividend Growers (LUX) X JPY
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price1586
CurrencyJPY
Price updated02/02/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFB2O
Capital Group World Dividend Growers (LUX) X JPY CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1612
CurrencyJPY
Price updated29/01/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFQ3M
Capital Group World Dividend Growers (LUX) Xd CHF
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price12.81
CurrencyCHF
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2R
Capital Group World Dividend Growers (LUX) Xd CHF CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.94
CurrencyCHF
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3O
Capital Group World Dividend Growers (LUX) Xd EUR
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price11.51
CurrencyEUR
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2S
Capital Group World Dividend Growers (LUX) Xd EUR CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.66
CurrencyEUR
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3P
Capital Group World Dividend Growers (LUX) Xd JPY
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price1513
CurrencyJPY
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2T
Capital Group World Dividend Growers (LUX) Xd JPY CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1537
CurrencyJPY
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3R
Capital Group World Dividend Growers (LUX) Xd USD
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price12.58
CurrencyUSD
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2U
Capital Group World Dividend Growers (LUX) Xd USD CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.64
CurrencyUSD
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3S
Capital Group World Dividend Growers (LUX) Xgd CHF
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price12.43
CurrencyCHF
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2W
Capital Group World Dividend Growers (LUX) Xgd EUR
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price11.17
CurrencyEUR
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2X
Capital Group World Dividend Growers (LUX) Xgd EUR CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.32
CurrencyEUR
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3U
Capital Group World Dividend Growers (LUX) Xgd GBP CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price8.61
CurrencyGBP
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3V
Capital Group World Dividend Growers (LUX) Xgd JPY
Initial charge5.25%
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.23%
Total expense ratio (TER)1.23%
Bid price-
Offer price-
Mid price1469
CurrencyJPY
Price updated02/02/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB2Y
Capital Group World Dividend Growers (LUX) Xgd JPY CoM
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1492
CurrencyJPY
Price updated29/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFQ3W
Capital Group World Dividend Growers (LUX) Z CHF EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price12.63
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71Y
Capital Group World Dividend Growers (LUX) Z GBP EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price12.63
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE71Z
Capital Group World Dividend Growers (LUX) Z USD EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price12.63
CurrencyEUR
Price updated10/03/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeE72A
Capital Group World Dividend Growers (LUX) Zd CHF EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.96
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72B
Capital Group World Dividend Growers (LUX) Zd GBP
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price10.83
CurrencyGBP
Price updated23/01/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB3I
Capital Group World Dividend Growers (LUX) Zd GBP EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.96
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72C
Capital Group World Dividend Growers (LUX) Zd USD EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.96
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72D
Capital Group World Dividend Growers (LUX) Zgd CHF EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.69
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72E
Capital Group World Dividend Growers (LUX) Zgd GBP
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price10.48
CurrencyGBP
Price updated23/01/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFB3M
Capital Group World Dividend Growers (LUX) Zgd GBP EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.69
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72F
Capital Group World Dividend Growers (LUX) Zgd USD EUR
Initial charge5.25%
Annual charge0.75%
Min single investment£15,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.9%
Total expense ratio (TER)0.9%
Bid price-
Offer price-
Mid price11.69
CurrencyEUR
Price updated10/03/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE72G
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.