Pioneer Growth Opportunities Y

The investment seeks long-term capital growth.
Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid-size companies. The fund may invest in initial public offerings of equity securities. It may invest up to 20% of its total assets in debt securities. The fund may invest up to 5% of its net assets in below investment grade debt securities (known as "junk bonds"), including below investment grade convertible debt securities, issued by both U.S. and non-U.S. issuers, and securities in default. It may invest up to 20% of its net assets in REITs.

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  2005-09-26
Obsolete Date  2013-06-07
ISIN  US72387W7627
Manager 1 Name  Marco Pirondini
Manager 2 Name  Shaji John
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-05-31
Return - 1 Month  5.23%
Return - 2 Months  4.89 %
Return - 3 Months  10.72%
Return - 6 Months  22.01 %
Return - 9 months  19.12 %
Return - 12 Months  25.85%
Annualized return 24 months  6.05 %
Annualized return 36 months  14.17 %
Annualized return 48 months  17.22 %
Annualized return 60 months  8.33 %
Annualized return since Inception  5.21%
Return YTD  20.77%

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 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Minimum Investment  $5,000,000
Maximum Managment Charge  0.63 %

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  35.38
Price change  $-0.38
Price change (percentage)  -1.06 %

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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

All our data is licensed from Morningstar UK Ltd. Important legal information