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Sit ESG Growth Fund;I

Ranked 3 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks to maximize long-term capital appreciation. The Fund seeks to achieve its objective by investing, under normal market conditions, at least 80% of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance (ESG) practices at the time of purchase.

sector performance

Global Large-Cap Core
Rank Fund Name Currency Return
1 Sarofim Equity Fund USD 15.4%
2 Mundoval Fund USD 13.7%
3 Sit ESG Growth Fund;I USD 13.5%
4 Thrivent Large Cap Stock Fund;A USD 13.2%
5 Ave Maria World Equity Fund USD 12.1%
5 Wells Fargo Intrinsic World Eqty Fd;A USD 12.1%
Rank Fund Name Currency Loss
8 Wells Fargo Intrinsic World Eqty Fd;A USD -6.2%
9 Sit ESG Growth Fund;I USD -6.7%
10 Ave Maria World Equity Fund USD -6.7%
11 USAA World Growth Fund;Fund USD -6.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% 1.4%
2017 23.7% 5.4% 5.2% 4.5% 6.7%
2016 1.6% 0.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2016
  • Share Class size03Mn
  • Base currencyUSD
  • ISINUS82980D8487

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100

Charges

  • Annual management1.25%