It’s a stat…and that’s that! – Stats from the Global Equity universe*


 May’s edition of Asset Focus is coming out soon and is set to feature Global Equity. Therefore, for this week’s ‘It’s a stat… and that’s that!’ we have picked out a few stats from the Global Equity universe.

  • 98% of vehicles in the Global Equity universe achieved breakeven or positive returns in Q1 2019
  • For the 12 months to 31 March, 2019 almost 80% of Global Equity vehicles achieved a breakeven or
    positive return
  • Over a 3-year period until 31 March, 2019 the annualised gross returns among Global Equity (USD) vehicles ranged from -2.65% to 29.45%

 According to the CAMRADATA IQ scores for the 3 years to 31 March, 2019 the top-ranking managers were:

  • BlackRock in the USD universe
  • Janus Henderson Investors in the GBP universe
  • Fidelity International in the EUR universe


 *Based on asset manager data populated in 2019 in CAMRADATA Live @ 31 March 2019.