Performance
The below table shows a list of funds and their performance with the applicable pdf factsheet.
| Performance in EUR as at 31.03.20 | Q1 20 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity |
-24.38% | -24.38% | -18.55% | -2.96% | 1.36% | 8.48% | 7.06% | Q1 |
| MSCI World | -19.23% | -19.23% | -8.30% | 1.05% | 2.80% | 8.82% | 6.53% | |
| Global Focus Fund |
-24.46% | -24.46% | -19.03% | -4.37% | -0.82% | 6.98% | N/A | Q1 |
| MSCI World | -19.23% | -19.23% | -8.30% | 1.05% | 2.80% | 8.82% | N/A | |
| European Equity Fund | -28.80% | -28.80% | -21.99% | -6.50% | -1.34% | 5.06% | N/A | Q1 |
| MSCI Europe | -22.59% | -22.59% | -13.53% | -3.17% | -1.73% | 4.63% | N/A | |
| Global Dividend Fund | -20.55% | -20.55% | -12.41% | -0.74% | 2.41% | 8.03% | N/A | Q1 |
| MSCI High Dividend Yield | -20.02% | -20.02% | -10.70% | -1.08% | 1.67% | 7.25% | N/A | |
| Income Opportunities Fund | -13.97% | -13.97% | -8.99% | -1.32% | 1.99% | N/A | N/A | Q1 |
| EU HCP Index | -0.29% | -0.29% | 0.74% | 1.12% | 0.97% | N/A | N/A | |
| Managed Fund |
-19.18% | -19.18% | -14.28% | -2.09% | 1.04% | 6.94% | 5.52% | Q1 |
| Rubicon Pension Managed Fund Survey | -15.85% | -15.85% | -8.09% | -0.23% | 1.02% | 6.60% | 5.13% |
| Performance in CAD as at 31.03.20 | Q1 20 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
-19.05% | -19.05% | -15.23% | -0.05% | 3.97% | 9.61% | N/A | Q1 |
| MSCI World | -13.34% | -13.34% | -4.53% | 4.15% | 5.68% | 10.23% | N/A | |
| EAFE Equity Fund | -19.57% | -19.57% | -14.98% | -1.39% | 3.93% | 8.18% | N/A | Q1 |
| MSCI EAFE | -15.29% | -15.29% | -8.78% | 0.33% | 1.73% | 6.25% | N/A | |
| European Equity Fund | -24.92% | -24.92% | -19.90% | -4.26% | 0.97% | 6.15% | N/A | Q1 |
| MSCI Europe | -16.94% | -16.94% | -9.97% | -0.20% | 1.02% | 5.98% | N/A | |
| Global Dividend Fund | -15.69% | -15.69% | -9.79% | 1.76% | 4.09% | N/A | N/A | Q1 |
| MSCI High Dividend Yield | -14.18% | -14.18% | -7.02% | 1.95% | 4.52% | N/A | N/A | |
| Global SRI Fund | -18.17% | -18.17% | -14.94% | 0.25% | N/A | N/A | N/A | Q1 |
| MSCI World | -13.34% | -13.34% | -4.53% | 4.15% | N/A | N/A | N/A |
| Performance in USD as at 31.03.20 | Q1 20 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
-26.08% | -26.08% | -20.40% | -2.13% | 1.80% | 6.24% | 5.86% | Q1 |
| MSCI World | -21.05% | -21.05% | -10.39% | 1.92% | 3.25% | 6.57% | 5.33% | |
| EAFE Equity Fund | -26.72% | -26.72% | -20.20% | -3.51% | 1.54% | 4.59% | N/A | Q1 |
| MSCI EAFE | -22.83% | -22.83% | -14.38% | -1.82% | -0.62% | 2.72% | N/A |