Global Core Equity
|Inception date||Benchmark||Total strategy assets†||Product literature|
|July 31, 1994||MSCI World Index (ND)
MSCI All Country World Index (ND)
|$1.5B (As of June 2017)||Quarterly product profile (PDF)|
The strategy seeks to generate capital appreciation through stock selection as a diversified, risk-conscious portfolio that differs from the MSCI World and the MSCI All Country World indices.
- We seek to win through our differentiated insights (analytical edge) combined with our longer, multi-year views (time horizon edge)
- Investment ideas supported by our proprietary, in-house research, whose effort is focused on understanding the critical variables that drive earnings and add value
- Nimble portfolio that pursues high active share
Manager commentary | Q4 2016
A hard landing for China poses risk for global equities
Shep Perkins, Co-Head of Equities, explains why he believes China is one of the biggest global risks to markets.
†Assets may include accounts that are not reflected in the composite.
**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.