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State Street Disciplined Global Equity Fund;I

Ranked 13 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks to provide competitive long-term returns while maintaining low long-term volatility relative to the broad global equity market. The Fund will invest at least 80% of its net assets in equity securities that will exhibit low volatility both in absolute terms and in comparison with the MSCI World Index.

sector performance

Global Large-Cap Core
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -0.8%
2017 21.3% 7.2% 4.8% 3.5% 4.2%
2016 2.2% 1.9% -0.8%

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 date19/02/2016
  • Share Class size05Mn
  • Base currencyUSD
  • ISINUS85749R2224

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0