Global Leaders Fund

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As of 30.11.2019

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
1/15/2014
Global Leaders Fund 3.83% 27.69% 16.78% 15.50% 9.35% -- 8.88%
MSCI All Country World IMI Index (net) - USD 2.49% 22.03% 13.20% 11.58% 7.23% -- 7.12%

Calendar Year Total Returns

  2018 2017 2016 2015 2014†
Global Leaders Fund -8.24% 30.54% 0.87% 2.93% 3.80%
MSCI All Country World IMI Index (net) - USD -10.08% 23.95% 8.36% -2.19% 3.94%
† Since Fund’s inception on 1/15/14 through 12/31/14.

 

The Morgan Stanley Capital International (MSCI) All Country World IMI Index (net) is a free-float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. This series approximates the minimum possible dividend reinvestment.

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares.