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sector performance

Equity - Equity Income

funds managed

fund total return standard deviation max drawdown
ClearBridge Dividend Strategy Fund;B 22.7 % 9.3 -11.0 %

League Table - Rank 70/191 (2nd quartile)

rank Manager Return
69 Scott Offen 69. Scott Offen 22.7%
70 Michael Clarfeld 70. Michael Clarfeld 22.7%
70 Hersh Cohen 70. Hersh Cohen 22.7%
72 David J. Abella 72. David J. Abella 22.5%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 4.3% 3.3%
2016 13.9% 5.1% 3.0% 1.8% 3.4%
2015 -5.3% -1.3% -2.5% -6.7% 5.5%
2014 11.9% 1.6% 4.7% 0.0% 5.3%
2013 24.8% 10.8% 1.2% 3.3% 7.8%
2012 -0.4%

Are you Hersh Cohen?

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