Pioneer Independence Y

The investment seeks long-term capital growth.
The fund invests primarily in equity securities of U.S. issuers. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities. The fund may invest in initial public offerings of equity securities. In addition, it may invest up to 10% of its total assets in securities of non-U.S. issuers.

Key stats

Management firm  Pioneer Investments
Domicile  United States
Fund Administrator  Pioneer Investment Management Inc
Global Branding Name  Pioneer Investments
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2006-03-10
Obsolete Date  2013-06-07
ISIN  US7239224071
SEDOL  B55X536
Manager 1 Name  Andrew Acheson
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-05-31
Return - 1 Month  3.33%
Return - 2 Months  4.00 %
Return - 3 Months  7.93%
Return - 6 Months  13.68 %
Return - 9 months  13.77 %
Return - 12 Months  22.45%
Annualized return 24 months  7.92 %
Annualized return 36 months  14.54 %
Annualized return 48 months  15.58 %
Annualized return 60 months  3.35 %
Annualized return since Inception  3.63%
Return YTD  13.14%

Ratings

Morning Star Rating Date   2013-05-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $5,000,000
Maximum Managment Charge  0.65 %

Contact

Contact name  John Pedreros
Contact Address  123 Buckingham Palace Road, Victoria
Contact Address 2  UOB Plaza 1
Contact city  London
Contact country  United Kingdom
Fund Admin Group  Pioneer Investments
Web Address  www.pioneerinvestments.com
Custodian  Brown Brothers Harriman & Co.
Phone  +44.20.7190.2000

Price

Last Price Date  2013-06-11
Pre-tax nav  14.13
Price change  $-0.13
Price change (percentage)  -0.91 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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