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sector performance

Equity - Global Large-Cap Core

funds managed

fund total return standard deviation max drawdown
Sarofim Equity Fund 25.9 % 2.9 0 %

League Table - Rank 5/23 (1st quartile)

rank Manager Return
5 Fayez Sarofim 5. Fayez Sarofim 25.9%
5 Reynaldo Reza 5. Reynaldo Reza 25.9%
5 Alan R. Christensen 5. Alan R. Christensen 25.9%
5 William Gentry Lee, Jr. 5. William Gentry Lee, Jr. 25.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 25.9% 7.5% 4.7% 4.3% 7.2%
2016 7.6% 1.5% 2.0% 2.1% 1.8%
2015 -3.4% -0.7% -0.3% -7.4% 5.2%
2014 6.6% -0.2% 2.0%

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