Putnam Hartford Capital Manager
Putnam Global Equity Subaccount
The subaccount seeks capital appreciation.
- Highlights
- Holdings
Fund description
The subaccount targets midsize and large industry leaders with consistent earnings growth improvement and the likelihood of positive earnings surprises. The fund managers seek companies in the U.S. and abroad with high rates of growth and dominant market share.
Sales story
Selecting companies around the world that are attractive for investorsEstablished companies: The fund invests in large and midsize companies in the United States and developed international markets to benefit from global opportunities.A flexible strategy: Pursuing Putnam's blend strategy, the fund can own growth- or value-style stocks to participate when either style leads global markets.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process. This research is supported by quantitative tools and macroeconomic analysis.
Lipper ranking ‡ as of 07/31/17
Category: Global Multi-Cap Core
| Percentile ranking | Rank/Funds in category | |
|---|---|---|
| 10 yrs. | 79% | 11/13 |
| 1 yr. | 57% | 17/29 |
| 3 yrs. | 80% | 23/28 |
| 5 yrs. | 45% | 8/17 |
Risk Characteristics as of 07/31/17
| Alpha (%) | -1.24 |
|---|---|
| Beta | 0.96 |
| R squared | 0.91 |
| Standard deviation (3 yrs.) | 10.56 |
International investing involves certain risks, such as currency fluctuations, economic instability, and political developments. Variable annuities are long-term investments designed for retirement purposes.Withdrawals prior to age 59 1/2 may be subject to a 10% IRS penalty.
‡ Lipper is an industry research firm whose rankings are based on total return performance, vary over time, and do not reflect the effects of sales charges. Past performance is not indicative of future results.