Performance
The below table shows a list of funds and their performance with the applicable pdf factsheet.
| Performance in EUR as at 31.03.19 | Q1 19 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity |
13.24% | 13.24% | 13.40% | 11.59% | 11.87% | 15.49% | 9.41% | Q1 |
| MSCI World | 14.51% | 14.51% | 13.93% | 11.23% | 11.24% | 14.27% | 7.46% | |
| Global Focus Fund |
9.90% | 9.90% | 6.66% | 7.78% | 9.55% | 14.99% | N/A | Q1 |
| MSCI World | 14.51% | 14.51% | 13.93% | 11.23% | 11.24% | 14.27% | N/A | |
| European Equity Fund | 10.93% | 10.93% | 4.16% | 6.75% | 7.46% | 12.38% | N/A | Q1 |
| MSCI Europe | 12.84% | 12.84% | 5.45% | 7.08% | 5.26% | 10.78% | N/A | |
| Global Dividend Fund | 12.51% | 12.51% | 13.74% | 9.82% | 9.91% | 13.65% | N/A | Q1 |
| MSCI High Dividend Yield | 12.33% | 12.33% | 15.34% | 8.80% | 9.35% | 13.08% | N/A | |
| Income Opportunities Fund | 7.45% | 7.45% | 8.25% | 6.35% | 6.96% | N/A | N/A | Q1 |
| EU HCP Index | 0.06% | 0.06% | 1.30% | 1.40% | 0.81% | N/A | N/A | |
| Managed Fund |
9.49% | 9.49% | 9.17% | 8.52% | 9.43% | 12.11% | 7.34% | Q1 |
| Rubicon Pension Managed Fund Survey | 10.47% | 10.47% | 7.67% | 7.26% | 8.14% | 10.94% | 6.38% |
| Performance in CAD as at 31.03.19 | Q1 19 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
8.77% | 8.77% | 7.24% | 12.02% | 11.31% | 13.98% | N/A | Q1 |
| MSCI World | 10.02% | 10.02% | 7.78% | 11.88% | 10.93% | 13.05% | N/A | |
| EAFE Equity Fund | 6.96% | 6.96% | 0.91% | 10.13% | 9.72% | 12.92% | N/A | Q1 |
| MSCI EAFE | 7.57% | 7.57% | -0.23% | 8.43% | 6.31% | 9.61% | N/A | |
| European Equity Fund | 6.74% | 6.74% | -1.16% | 7.19% | 7.14% | 11.19% | N/A | Q1 |
| MSCI Europe | 8.42% | 8.42% | -0.24% | 7.71% | 4.97% | 9.60% | N/A | |
| Global Dividend Fund | 8.17% | 8.17% | 7.48% | 9.96% | N/A | N/A | N/A | Q1 |
| MSCI High Dividend Yield | 7.92% | 7.92% | 9.12% | 9.44% | N/A | N/A | N/A |
| Performance in USD as at 31.03.19 | Q1 19 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
11.23% | 11.23% | 3.53% | 11.04% | 7.38% | 13.58% | 8.76% | Q1 |
| MSCI World | 12.48% | 12.48% | 4.01% | 10.68% | 6.78% | 12.38% | 6.82% | |
| EAFE Equity Fund | 9.35% | 9.35% | -2.62% | 8.95% | 5.61% | 12.24% | N/A | Q1 |
| MSCI EAFE | 9.98% | 9.98% | -3.71% | 7.27% | 2.33% | 8.96% | N/A |