Performance
The below table shows a list of funds and their performance with the applicable pdf factsheet.
| Performance in EUR as at 31.12.18 | Q4 18 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity |
-10.84% | -3.85% | -3.85% | 6.69% | 9.80% | 13.39% | 8.78% | Q4 |
| MSCI World | -12.03% | -4.11% | -4.11% | 4.51% | 8.53% | 11.83% | 6.86% | |
| Global Focus Fund |
-14.38% | -6.40% | -6.40% | 4.68% | 7.95% | 13.63% | N/A | Q4 |
| MSCI World | -12.03% | -4.11% | -4.11% | 4.51% | 8.53% | 11.83% | N/A | |
| European Equity Fund | -9.61% | -7.26% | -7.26% | 1.69% | 5.97% | 10.20% | N/A | Q4 |
| MSCI Europe | -11.32% | -10.57% | -10.57% | 0.37% | 3.18% | 8.24% | N/A | |
| Global Dividend Fund | -6.33% | -1.96% | -1.96% | 5.27% | 7.92% | 11.25% | N/A | Q4 |
| MSCI High Dividend Yield | -7.24% | -2.90% | -2.90% | 4.28% | 7.37% | 9.97% | N/A | |
| Income Opportunities Fund | -3.97% | -1.16% | -1.16% | 3.70% | 5.98% | N/A | N/A | Q4 |
| EU HCP Index | 0.05% | 1.58% | 1.58% | 1.35% | 0.82% | N/A | N/A | |
| Managed Fund |
-7.94% | -2.67% | -2.67% | 5.26% | 8.19% | 10.50% | 6.94% | Q4 |
| Rubicon Pension Managed Fund Survey | -9.33% | -5.21% | -5.21% | 2.44% | 6.38% | 9.26% | 5.93% |
| Performance in CAD as at 31.12.18 | Q4 18 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
-7.22% | -0.68% | -0.68% | 8.04% | 10.99% | 12.14% | N/A | Q4 |
| MSCI World | -8.51% | -0.49% | -0.49% | 5.70% | 9.94% | 10.77% | N/A | |
| EAFE Equity Fund | -5.50% | -2.68% | -2.68% | 6.71% | 9.70% | 10.74% | N/A | Q4 |
| MSCI EAFE | -7.58% | -6.03% | -6.03% | 2.29% | 5.71% | 7.39% | N/A | |
| European Equity Fund | -6.03% | -4.27% | -4.27% | 3.08% | 7.22% | 9.09% | N/A | Q4 |
| MSCI Europe | -7.78% | -7.20% | -7.20% | 1.52% | 4.51% | 7.22% | N/A | |
| Global Dividend Fund | -2.54% | 1.20% | 1.20% | 6.32% | N/A | N/A | N/A | Q4 |
| MSCI High Dividend Yield | -3.54% | 0.77% | 0.77% | 5.47% | N/A | N/A | N/A |
| Performance in USD as at 31.12.18 | Q4 18 | YTD | 1Yr | 3Yrs p.a. | 5Yrs p.a. | 10Yrs p.a. | 15Yrs p.a. | Factsheet |
| Global Equity Fund |
-12.55% | -8.47% | -8.47% | 8.53% | 5.78% | 11.21% | 8.07% | Q4 |
| MSCI World | -13.42% | -8.71% | -8.71% | 6.30% | 4.56% | 9.67% | 6.16% | |
| EAFE Equity Fund | -10.57% | -10.72% | -10.72% | 7.33% | 4.33% | 9.63% | N/A | Q4 |
| MSCI EAFE | -12.54% | -13.79% | -13.79% | 2.87% | 0.53% | 6.32% | N/A |