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State Street Disciplined Global Equity Portfolio

Ranked 14 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. Under normal circumstances, the Portfolio will invest at least 80% of its net assets (plus borrowings, if any, for investment purposes) in equity securities.

sector performance

Global Large-Cap Core
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 21.9% 7.4% 5.0% 3.7% 4.3%
2016 2.4% 2.1% -0.6%

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
  • ISINUS78470P1012

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0