Transcription
CAMRADATAIndependent QuantativeUniverse ReportMar 2022
Asia Ex-Japan Equity (USD)Three Year Returns :Three Year Relative Risk Return :Asia Ex-Japan Equity (USD)Asia Ex-Japan Equity (USD)Data 34 productsData 34 productsBenchmark MSCI AC ASIA EX JP U - TR USDBenchmark MSCI AC ASIA EX JP U - TR USDPeriod Three Years to Mar 2022ReturnPeriod Three Years to Mar tiveInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI AC ASIA EX JP U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Baillie Gifford & Co.2EFG Asset Management LimitedBaillie Gifford Asia ex Japan Composite (USD)16.841.991.41New Capital Asia Future Leaders 06.203Fidelity InternationalAsia Pacific ngsBarings Asia Growth Fund8.21USD1.110.4363.89-0.450.807.37USD5Morgan Stanley Investment ManagementMorgan Stanley Investment Funds Asian Equity Fund6Columbia Threadneedle Investments EMEA APACThreadneedle (Lux) Asian Equity Income Fund .8258.33-1.330.756.087Wellington Management Company LLPUSDAsia Quality Equity Separate 8Value PartnersAsia ex. Japan Equity4.381.090.0169.44-0.090.714.02USD9Invesco Ltd.Invesco Asian Equity Fund5.851.030.5058.33-1.160.675.68USD10Allianz Global InvestorsAllianzGI Unconstrained Total Return Asia Equity Composite6.650.890.6455.56-1.580.637.45USD11J.P. Morgan Asset ManagementJPMorgan Funds - Asia Growth Fund3.960.94-0.0566.67-1.550.574.21USD12T. Rowe Price Group, Inc.Asia Opportunities Equity d Odier Investment ManagersAsia High Conviction USD I A3.230.810.1558.33-2.080.493.99USD14BlackRockBGF Asian Dragon Fund1.160.360.0155.56-1.390.413.23USD15Fisher Investments Europe Ltd.FIIG Asia ex Japan SMA (USD)1.790.34-0.0658.33-1.960.415.34USD16AB (AllianceBernstein)Asia Ex-Japan Equity Portfolio (USD) - S12.060.250.1552.78-2.120.398.10USD17Federated Hermes, Inc.Federated Hermes Int'l Emerging Markets Asia IMI Equity - el Asset ManagementVontobel Fund - mtx Sustainable Asian Leaders (ex Japan)0.620.160.0650.00-1.050.383.86USD19Ninety One (previously Investec Asset Management)Asia ex Japan n Templeton InvestmentsFTIF - Templeton Asian Growth Fund - tion Criteria - Management Approach: Active Geographical Focus: Asia Ex Japan Asset Type: EQUITY Size: All Cap, Large Cap, Large and Mid Cap, Micro Cap, Mid Cap, N/A
Chinese Equity (USD)Three Year Returns :Three Year Relative Risk Return :Chinese Equity (USD)Chinese Equity (USD)Data 19 productsData 19 productsBenchmark MSCI CHINA U - TR USDBenchmark MSCI CHINA U - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI CHINA U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Allianz Global Investors2Wellington Management Company LLPAllianzGI China A-Shares Equity composite22.801.842.1163.891.560.8812.39USDSelect China Equity Separate DBaringsBarings China A-Share en Standard SICAV I - China A Share Equity Fund13.191.010.7663.89-0.090.6213.06USD5ClariVest Asset Management LLCClariVest All-China6.351.810.4369.44-0.350.623.51USD6RBC Global Asset ManagementRBC GAM China Equity10.261.430.3769.44-0.220.627.17USD7EFG Asset Management LimitedNew Capital China Equity Fund10.460.910.5563.890.170.5911.47USD8Value PartnersChina A-Shares10.230.840.7958.33-0.560.5212.18USD9Ninety One (previously Investec Asset Management)All China Equity Fund (GSF)5.030.730.5055.56-1.300.346.87USD10Janus Henderson InvestorsJanus Henderson Horizon China Opportunities Fund2.940.530.2455.56-0.690.325.59USD11Fidelity InternationalFF China Focus Fund2.390.191.7438.89-3.710.3012.37USD12Principal Global InvestorsChina MPF Equity in Templeton InvestmentsFTIF - Templeton China Fund I (acc ) USD-0.67-0.10-0.3955.56-0.730.156.39USD14Invesco Ltd.Invesco China Focus Equity Fund-0.62-0.090.0747.22-1.150.146.91USDSelection Criteria - Management Approach: Active Geographical Focus: China Asset Type: EQUITY
Diversified Growth Funds - Cash 3% to 5% (GBP)Three Year Returns :Three Year Relative Risk Return :Diversified Growth Funds - Cash 3% to 5% (GBP)Diversified Growth Funds - Cash 3% to 5% (GBP)Data 55 productsData 55 productsBenchmark IBA GBP IBK. LIBOR 3M DELAYED - TR GBPBenchmark IBA GBP IBK. LIBOR 3M DELAYED - TR GBPPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: IBA GBP IBK. LIBOR 3M DELAYED - TR GBPOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Troy Asset Management Limited2Ruffer LLPTrojan Fund9.541.720.0575.000.890.865.55GBPRuffer SICAV Total Return con Money Management LimitedFalcon Money Management Funds RAIF- SICAV (GBP)5.791.780.2975.000.010.793.25GBP4Columbia Threadneedle Investments EMEA APACThreadneedle Pensions Multi Asset Fund (TPNMAF)8.171.060.2466.67-0.410.677.73GBP5Fulcrum Asset Management LLPTM Fulcrum Diversified Core Absolute Return Fund (UK OEIC)5.931.150.4761.110.330.665.17GBP6Waverton Investment ManagementWaverton Multi-Asset Growth Fund8.800.900.5161.11-0.160.669.78GBP7Janus Henderson InvestorsDiversified Growth composite6.680.99-0.0369.44-0.320.656.76GBP8Sanlam Investments UKSanlam Multi-Strategy Fund6.180.97-0.4372.22-0.190.646.39GBP9AB (AllianceBernstein)Dynamic Diversified Beta8.280.750.4061.11-0.700.5311.01GBP10Vontobel Asset ManagementVontobel Fund II - Vescore Active Beta Opportunities GBP4.170.82-0.3069.44-0.200.535.10GBP11Aegon Asset ManagementAegon Sustainable Diversified Growth6.830.71-0.9372.22-0.500.539.68GBP12Lombard Odier Investment ManagersAll Roads, Syst. Hdg., (GBP) N A4.110.820.1661.110.120.534.99GBP13Pictet Asset ManagementMulti Asset Dynamic Asset Allocation 'GBP' P. Morgan Asset ManagementJPM Diversified Growth Fund6.620.66-1.6377.78-0.720.509.97GBP15Legal & General Investment ManagementRetirement Income Multi-Asset Fund4.970.68-0.3569.44-0.430.487.30GBP16Pyrford International LtdGlobal Absolute Return - Separate Account3.570.810.0863.89-0.600.454.41GBP17abrdnASI Diversified Income Fund5.500.64-0.7172.22-0.720.448.63GBP18William Blair International, LimitedDynamic Diversified Allocation ( ) GBP-hedged composite returns3.070.520.1058.33-0.200.415.87GBP19Insight InvestmentBroad Opportunities (C0427)3.970.52-0.8572.22-0.560.417.64GBP20State Street Global Advisors LimitedMPF Dynamic Diversified n Criteria - Management Approach: Active Geographical Focus: Global Asset Type: MULTI Strategy Type: Cash Plus 3% 5% Style: Diversified Growth
Emerging Markets Debt - Blend (Broad Bond, Core, etc.) (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Debt - Blend (Broad Bond, Core, etc.) (USD)Emerging Markets Debt - Blend (Broad Bond, Core, etc.) (USD)Data 34 productsData 34 productsBenchmark Bloomberg EM USD Aggregate USD - TR USDBenchmark Bloomberg EM USD Aggregate USD - TR USDPeriod Three Years to Mar 2022ReturnPeriod Three Years to Mar tiveInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: Bloomberg EM USD Aggregate USD - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Eaton Vance Management (International) Limited2Loomis SaylesEmerging Markets Debt Opportunities Composite5.071.280.07Loomis Sayles Emerging Market Debt Blended Total 893.083Principal Global InvestorsFinisterre Emerging Market Total Return Composite3.811.02USD0.4355.56-0.240.853.754Union Bancaire Privée, UBP SAUBAM - Emerging Market Debt Wellington Management Company LLPWellington Opportunistic Emerging Markets Debt Fund0.636Vontobel Asset ManagementVontobel Fund - Emerging Markets 67-1.120.659.897PGIM Fixed IncomePGIM Fixed Income Emerging Market Debt Blend Plus n & RygelUSDPayden Global Emerging Markets Bond ging Markets Debt Blended Total Return nz Global InvestorsAllianzGI Emerging Markets Select Bond composite0.600.150.1450.00-1.430.543.97USD11TCWTCW Emerging Markets Fixed Income Total n Templeton InvestmentsFranklin Emerging Market Debt Opportunities (USD) ridge InvestmentsPineBridge Global Emerging Markets Bond Fund Class 'Y' Units0.230.050.0052.78-1.360.484.92USD14Candriam Investors GroupCandriam Sustainable Bonds Emerging Markets0.380.180.1247.22-1.610.432.10USD15Mirabaud Asset Management LtdMirabaud - Global Emerging Market Bond Fund I cap. USD-0.60-0.10-0.0150.00-0.940.425.77USD16Fidelity InternationalFF Emerging Market Total Return Debt Fund-1.12-0.13-0.0250.00-1.110.348.30USD17Invesco Ltd.Invesco Emerging Market Bond composite-0.80-0.14-0.1352.78-1.240.305.75USD
Emerging Markets Debt - Corporates (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Debt - Corporates (USD)Emerging Markets Debt - Corporates (USD)Data 36 productsData 36 productsBenchmark Bloomberg EM USD Aggregate: Corporate USD - TR USDBenchmark Bloomberg EM USD Aggregate: Corporate USD - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: Bloomberg EM USD Aggregate: Corporate USD - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1BlackRock2PineBridge InvestmentsBGF Emerging Markets Corporate Bond Fund3.681.600.1075.000.280.832.30USDPineBridge Global Emerging Markets Investment Grade Corporate Bond Plus Composite2.941.630.2563.890.360.781.803USDAviva Investors Global Services LimitedAviva Investors Emerging Market Corporate Bond2.571.070.1266.670.010.702.40USD4AB (AllianceBernstein)AB Emerging Market Corporate Debt - in Templeton InvestmentsFranklin Emerging Markets Corporate Debt Composite3.141.370.2961.11-1.100.632.30USD6Stone Harbor Investment PartnersStone Harbor Emerging Markets Corporate Debt Fund (UCITS) - M Share USD4.090.88-0.2075.00-1.020.614.64USD7Ninety One (previously Investec Asset Management)Emerging Markets Corporate Debt Fund (GSF)2.460.640.0961.11-0.450.583.86USD8PGIM Fixed IncomeEmerging Markets Corporate Debt s Henderson InvestorsJanus Henderson Horizon Emerging Market Corporate Bond Fund1.351.010.1358.33-0.430.561.34USD10Columbia Threadneedle Investments EMEA APACThreadneedle (Lux) Emerging Market Corporate Bond Fund (SXEMLD)2.140.780.2158.33-0.820.542.73USD11T. Rowe Price Group, Inc.Emerging Markets Corporate Bond sBarings Emerging Markets Corporate Bond Composite2.260.35-1.6780.56-0.670.526.54USD13NN Investment Partners Holdings N.VNN (L) Emerging Markets Corporate Debt1.240.69-0.1875.00-0.720.521.80USD14J.P. Morgan Asset ManagementJPM Emerging Markets Corporate Bond t InvestmentBNY Mellon Emerging Markets Corporate Debt (C0841)2.030.34-0.4372.22-0.590.495.89USD16Loomis SaylesEmerging Markets Corporate een Standard SICAV I - Emerging Markets Corporate Bond Fund1.720.40-0.5377.78-0.770.454.34USD18Western Asset ManagementEmerging Markets Diversified Composite - (777184)1.160.260.2350.00-0.550.424.39USD19Amundi Asset ManagementAmundi Funds Emerging Markets Corporate Bond1.440.43-0.1766.67-0.850.413.33USD20Morgan Stanley Investment ManagementMorgan Stanley Investment Funds Emerging Markets Corporate Debt1.360.38-0.4777.78-0.930.413.61USD
Emerging Markets Debt - Government (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Debt - Government (USD)Emerging Markets Debt - Government (USD)Data 26 productsData 26 productsBenchmark Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDBenchmark Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1abrdn2Eaton Vance Management (International) LimitedAberdeen Standard SICAV I - Emerging Markets Total Return Bond Fund2.790.60-0.0661.11-0.160.854.65USDEVI (IRL) Emerging Markets Local Income Fund2.620.53-0.1266.67-0.510.824.933USDBaillie Gifford & Co.Baillie Gifford Emerging Markets Local Currency Bonds Composite (USD)1.830.41-0.1163.89-0.670.774.45USD4Morgan Stanley Investment ManagementEmerging Markets Debt1.200.20-0.2058.33-0.660.706.15USD5T. Rowe Price Group, Inc.Emerging Markets Local Currency Bond ty InternationalFF Emerging Market Debt (Hard ster Global Investors LimitedThe Colchester Local Markets Bond Fund0.060.01-0.1355.56-0.740.544.72USD8Man Group plcMan GLG Global Emerging Markets Debt Total Return I USD1.480.11-0.1252.78-1.220.4813.55USD9NN Investment Partners Holdings N.VNN (L) Emerging Markets Debt (Local gton Management Company LLPEmerging Local Debt Separate USD11Candriam Investors GroupCandriam Bonds Emerging Market-0.43-0.05-0.2955.56-0.920.418.89USD12Payden & RygelEmerging Markets Local TCW Emerging Markets Local Currency rn Trust Asset ManagementThe NT EM Local Currency Government Bond Index Fund-0.64-1.070.0127.78-2.620.190.60USDSelection Criteria - Geographical Focus: Emerging Markets Asset Type: BOND Strategy Type: Government
Emerging Markets Debt - Hard Currency (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Debt - Hard Currency (USD)Emerging Markets Debt - Hard Currency (USD)Data 53 productsData 53 productsBenchmark Bloomberg EM USD Aggregate: Sovereign USD - TR USDBenchmark Bloomberg EM USD Aggregate: Sovereign USD - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: Bloomberg EM USD Aggregate: Sovereign USD - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Stone Harbor Investment Partners2Pictet Asset ManagementStone Harbor Emerging Markets Corporate Debt Fund (UCITS) - M Share USD4.781.080.1866.67-0.490.844.43USDPictet-Global Emerging Debt2.851.220.1666.67-0.410.822.343USDMFS Investment ManagementMFS Emerging Markets Debt Diversified2.591.450.2561.11-0.170.791.79USD4AB (AllianceBernstein)AB Emerging Market Corporate Debt - dge InvestmentsPineBridge Global Emerging Markets Investment Grade Corporate Bond Plus e Investment Management (Europe) LimitedManulife Emerging Markets Debt Fund2.420.810.0963.89-0.420.702.98USD7Columbia Threadneedle Investments EMEA APACThreadneedle (Lux) Emerging Market Corporate Bond Fund (SXEMLD)2.860.750.4750.00-0.090.693.81USD8Aviva Investors Global Services LimitedAviva Investors Emerging Market Corporate Bond3.280.850.1361.11-0.810.663.88USD9Loomis SaylesEmerging Markets Corporate Debt2.770.640.1658.33-0.450.664.32USD10Payden & RygelEmerging Markets USD Benchmark Composite1.740.65-0.0766.67-0.530.612.68USD11J.P. Morgan Asset ManagementJPM Emerging Markets Investment Grade - 2Amundi Asset ManagementAmundi Funds Emerging Markets Hard Currency Bond (USD)1.870.55-0.1869.44-0.850.553.40USD13Allianz Global InvestorsAllianzGI Emerging Markets Short Duration Bond s GroupLatin American High Yield4.200.50-0.4369.44-1.040.548.41USD15Janus Henderson InvestorsJanus Henderson Horizon Emerging Market Corporate Bond Fund2.080.530.1155.56-0.760.503.95USD16Ninety One (previously Investec Asset Management)Emerging Markets Hard Currency Debt Fund (GSF)1.710.400.1855.56-0.830.504.31USD17EFG Asset Management LimitedNew Capital Wealthy Nations Bond Fund2.290.430.2352.78-0.970.455.28USD18AXA Investment ManagersAXA WF Global Emerging Markets Bonds1.340.470.0061.11-0.950.432.83USD19Union Bancaire Privée, UBP SAUBAM - EM Investment Grade Corporate Bond1.880.390.0255.56-0.630.424.77USD20Vontobel Asset ManagementVontobel Emerging Markets Corporate Bond Composite3.080.33-0.3063.89-1.040.429.30USD
Emerging Markets Debt - Local Currency (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Debt - Local Currency (USD)Emerging Markets Debt - Local Currency (USD)Data 42 productsData 42 productsBenchmark Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDBenchmark Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: Bloomberg EM Local Currency Government 10% Country Cap USD - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1abrdn2MFS Investment ManagementAberdeen Standard SICAV I - Asian Local Currency Short Term Bond Fund4.070.680.6250.00-0.370.856.02USDMFS Emerging Markets Local Currency Debt1.420.290.0458.33-0.580.814.883USDEaton Vance Management (International) LimitedEVI (IRL) Emerging Markets Local Income Fund2.620.53-0.1266.67-0.510.814.93USD4Baillie Gifford & Co.Baillie Gifford Emerging Markets Local Currency Bonds Composite (USD)1.830.41-0.1163.89-0.670.764.45USD5Ninety One (previously Investec Asset Management)Emerging Markets Local Currency Dynamic Debt Fund (LLC)0.590.160.0752.78-0.620.733.60USD6Vontobel Asset ManagementVontobel Fund - Sustainable Emerging Markets Local Currency Bond1.550.410.0558.33-1.120.693.75USD7Morgan Stanley Investment ManagementEmerging Markets Debt1.200.20-0.2058.33-0.660.686.15USD8Invesco Ltd.Emerging Markets Local Bond Separate Account0.860.22-0.0858.33-1.010.623.89USD9T. Rowe Price Group, Inc.Emerging Markets Local Currency Bond ridge InvestmentsPineBridge Global Emerging Markets Local Currency Bond Fund Class 'Y' Units0.600.15-0.0155.56-0.840.603.95USD11Fidelity InternationalFF Emerging Market Local Currency Debt0.250.050.4141.67-0.940.534.80USD12GAMGAM Local Emerging Bond USD ster Global Investors LimitedThe Colchester Local Markets Bond Fund0.060.01-0.1355.56-0.740.514.72USD14PGIM Fixed IncomeEmerging Market Debt Local Composite-0.19-0.04-0.2458.33-0.820.474.62USD15NN Investment Partners Holdings N.VNN (L) Emerging Markets Debt (Local Currency)0.380.080.2544.44-1.110.474.54USD16Loomis SaylesEmerging Market Debt Local ington Management Company LLPEmerging Local Debt Separate USD18Franklin Templeton InvestmentsTempleton Emerging Markets Local Currency Fixed Income Composite USD0.130.030.2144.44-1.540.424.13USD19Lombard Odier Investment ManagersEm Lcl Currency Bnd Fundamental (USD) N A0.100.040.1044.44-1.780.402.32USD20Payden & RygelEmerging Markets Local Composite-0.80-0.19-0.0750.00-0.800.374.23USD
Emerging Markets Equity - Core (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Equity - Core (USD)Emerging Markets Equity - Core (USD)Data 78 productsData 78 productsBenchmark MSCI EM U - TR USDBenchmark MSCI EM U - TR USDPeriod Three Years to Mar 2022Period Three Years to Mar rdRelativeInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI EM U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Candriam Investors Group2Fidelity InternationalSustainable Global Emerging Markets Equities composite in USD8.041.580.3166.67-0.520.945.08USDEmerging Markets Focus e InvestmentsEmerging Markets Large Cap Comp (USD)6.131.300.5158.33-0.060.894.71USD4Invesco Ltd.Invesco Emerging Markets Equity Fund4.750.820.3558.33-0.790.855.81USD5Allianz Global InvestorsAllianzGI Emerging Markets ton Management Company LLPEmerging Markets Equity Separate 7Putnam InvestmentsPutnam Emerging Markets Equity4.850.79-0.0563.89-0.760.786.17USD8Principal Global InvestorsEmerging Global Leaders Equity st Asset Management LLCClariVest Emerging al Fund AdvisorsEmerging Markets All Cap Core Equity Composite2.900.640.2355.56-1.290.694.56USD11Nordea Asset ManagementEmerging Stars Equity Composite (USD)4.050.720.0561.11-1.950.675.61USD12William Blair International, LimitedEmerging Markets Leaders Composite in USD ( ) (primary listing for ry Capital Management Inc.Sophus Emerging Markets y One (previously Investec Asset Management)Emerging Markets Equity Fund (GSF)1.450.410.1452.78-0.860.623.54USD15Federated Hermes, Inc.Federated Hermes Int'l Global Emerging Market Equity Composite2.060.620.1555.56-1.620.623.31USD16Amundi Asset ManagementAmundi Funds Emerging Markets Equity Focus1.540.54-0.0261.11-1.450.622.85USD17J.P. Morgan Asset ManagementJPM GEM 58USD18BlackRockBGF Emerging Markets Fund1.680.30-0.2761.11-1.410.535.68USD19PineBridge InvestmentsPineBridge Global Emerging Markets Focus Equity Fund (Y share class)0.320.05-0.2658.33-1.010.487.10USD20Manulife Investment Management (Europe) LimitedEmerging Markets Equity1.440.29-0.2161.11-2.240.485.03USDSelection Criteria - Management Approach: Active Geographical Focus: Emerging Markets Asset Type: EQUITY Style: Core, No Predominant Style Size: All Cap, Large Cap, Large and Mid Cap, Mid Cap, N/A
Emerging Markets Equity - Growth (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Equity - Growth (USD)Emerging Markets Equity - Growth (USD)Data 29 productsData 29 productsBenchmark MSCI EM :G U - TR USDBenchmark MSCI EM :G U - TR USDPeriod Three Years to Mar 2022ReturnPeriod Three Years to Mar tiveInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI EM :G U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1Wasatch Global Investors2Morgan Stanley Investment ManagementWasatch Emerging Markets Select Composite16.881.310.8263.89-0.280.9312.89USDMorgan Stanley Investment Funds Emerging Leaders Equity Fund12.201.110.1166.670.280.8510.973USDPolar CapitalPolar Capital Funds Plc - Emerging Market Stars Fund4.870.790.0561.11-0.110.816.16USD4GQG Partners LLCGQG Partners Emerging Markets Total Composite5.190.640.2755.56-1.550.758.10USD5Sands Capital Management LLCEmerging Markets Growth Equity Separate Account2.120.210.4250.00-0.600.7410.07USD6Baillie Gifford & Co.Baillie Gifford Emerging Markets Leading Companies Composite (USD)1.400.23-0.0155.56-0.910.696.21USD7TCWTCW Concentrated Emerging Markets Equity2.370.17-0.5958.33-0.780.6313.85USD8AB (AllianceBernstein)AB Emerging Markets Growth Composite-0.46-0.07-0.0550.00-1.170.586.29USD9J.P. Morgan Asset ManagementJPM GEM 10Baron CapitalBaron Emerging Markets Strategy ngsBarings Global Emerging Markets Fund n Century InvestmentsEmerging Markets ter Scott & Partners LimitedEmerging Markets tobel Asset ManagementVontobel Fund - Emerging Markets Equity USD-4.46-0.710.1936.11-5.340.276.24USD15T. Rowe Price Group, Inc.Emerging Markets Equity esco Ltd.Emerging Markets Equity-5.85-0.82-0.1238.89-2.960.227.12USD17Van Eck Associates CorporationEmerging Markets Equity tion Criteria - Management Approach: Active Geographical Focus: Emerging Markets Asset Type: EQUITY Style: Growth Size: All Cap, Large Cap, Large and Mid Cap, Mid Cap, N/A
Emerging Markets Equity - Small Cap (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Equity - Small Cap (USD)Emerging Markets Equity - Small Cap (USD)Data 14 productsData 14 productsBenchmark MSCI EM :S U - TR USDBenchmark MSCI EM :S U - TR USDPeriod Three Years to Mar 2022ReturnPeriod Three Years to Mar tiveInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI EM :S U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScore1Mackenzie Investments2Wasatch Global Investors3Excess Risk %CurrencyEmerging Markets Small Cap Comp (USD)6.70Wasatch Emerging Markets Small Cap 0.845.98USD0.8011.02Wellington Management Company LLPEmerging Markets Small Cap Systematic Equity Separate 4State Street Global Advisors LimitedActive Emerging Markets Small Cap IM Quantitative Solutions LLCPGIM Quantitative Solutions Emerging Markets Small Cap EquityabrdnAberdeen Standard SICAV I - Emerging Markets Smaller Companies 555.56-1.280.496.397Fidelity InternationalFIAM Emerging Markets Equity Small Cap y Capital Management Inc.Sophus Emerging Markets Small Cap iva Investors Global Services LimitedAviva Investors Emerging Markets Equity Small Cap-1.07-0.14-0.3652.78-1.660.377.46USD10Kayne Anderson RudnickEmerging Markets Small Cap-2.98-0.280.0644.44-2.540.3310.70USD11Fisher Investments Europe Ltd.FIIG Emerging Markets Small Cap ESG SMA n Templeton InvestmentsFTIF-Templeton Emerging Markets Smaller Companies Fund I (ACC) nal Fund AdvisorsEmerging Markets Small Cap Equity tion Criteria - Management Approach: Active, Hedge, Passive Geographical Focus: Emerging Markets Asset Type: EQUITY Size: Small Cap
Emerging Markets Equity - Value (USD)Three Year Returns :Three Year Relative Risk Return :Emerging Markets Equity - Value (USD)Emerging Markets Equity - Value (USD)Data 17 productsData 17 productsBenchmark MSCI EM :V U - TR USDBenchmark MSCI EM :V U - TR USDPeriod Three Years to Mar 2022ReturnPeriod Three Years to Mar tiveInter Quartile RangeExtrema RangeIQ Scores : - Benchmark: MSCI EM :V U - TR USDOrganizationProduct NameExcess Return %Information RatioWins - Losses %Hit Rate %Drawdown StrengthScoreExcess Risk %Currency1AB (AllianceBernstein)2Mondrian Investment Partners LimitedAB Emerging Markets Value - Composite5.831.250.5558.33-0.330.884.65USDRothko Emerging Markets All Cap Equity5.421.060.2861.11-0.550.815.123USDRBC Global Asset ManagementRBC GAM Emerging Markets Equity - Value l Fund AdvisorsEmerging Markets All Cap Value Equity e Capital Management (UK) LLPOaktree (Lux.) Funds - Oaktree Emerging Markets Equity Fund4.040.820.3158.33-1.920.694.91USD6T. Rowe Price Group, Inc.Emerging Markets Discovery Equity Composite0.180.040.2347.22-1.160.435.09USD7J.P. Morgan Asset ManagementJPMorgan Funds - Emerging Markets Opportunities Fund0.830.12-0.4358.33-2.580.397.16USD8SKAGEN FundsSKAGEN Kon-Tiki A-0.39-0.05-0.2955.56-2.030.307.23USD9NN Investment Partners Holdings N.VNN Emerging Markets High Dividend Equity-0.010.00-0.3555.56-2.910.216.35USD10Nordea Asset ManagementStable Emerging Markets Equity Composite (USD)-1.80-0.39-0.2047.22-2.170.204.67USDSelection Criteria - Manag
Selection Criteria - Management Approach: Active Geographical Focus: Asia Ex Japan Asset Type: EQUITY Size: All Cap, Large Cap, Large and Mid Cap, Micro Cap, Mid Cap, N/A Three Year Returns : Asia Ex-Japan Equity (USD) Data 34 products Benchmark MSCI AC ASIA EX JP U - TR USD Period Three Years to Mar 2022 Three Year Relative Risk Return : Asia Ex-Japan Equity (USD)
