It’s a stat…and that’s that! – Global Equity vehicles outperforming their benchmarks over a 1, 3 & 5 year period


This week we look at the percentage of actively managed vehicles in Global Equity universes that beat their respective benchmark returns over 1, 3 and 5 years, up until the end of March 2019*

1 year 3 years 5 years
Global Equity – Core 42.0% 46.4% 57.9%
Global Equity – Growth 72.4% 70.3% 67.1%
Global Equity – Value 25.9% 27.0% 25.8%

 Vehicles that most outperformed their benchmark over a 5-year period in each universe:

  • Global Equity – Core: MFS Investment Management / MFS Global Concentrated Equity
  • Global Equity – Growth: Baillie Gifford & Co. / Baillie Gifford Long Term Global Growth Composite (USD)
  • Global Equity – Value: MFS Investment Management / MFS Global Value Equity

*Gross median based on asset manager data populated in CAMRADATA Live @ 31st March 2019.