Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

SEI SGMF Glo Mgd Volatility USD Inst

Ranked 523 out of 641 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of The SEI Global Managed Volatility Fund is capital appreciation through investment primarily in equity securities of issuers located in Developed Countries which in the opinion of the Portfolio Manager have lower return volatility in aggregate than the market capitalization weighted average return volatility of issuers in Developed Countries. The Fund is expected to provide a degree of downside protection in falling global equity markets. In addition,the Fund is expected to lag in strongly rising global equity markets

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 523/641 Total Return
  • Rank 504/641 Standard Deviation
  • Rank 551/641 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% -0.3% -0.3%
2016 30.2% 8.2% 10.4% 4.3% 4.6%
2015 7.3% 6.6% -5.1% -1.1% 7.2%
2014 15.9% 2.5% 2.2% 3.5% 6.9%
2013 18.1% 18.7% -1.4% -2.2% 3.1%
2012 6.1% 1.3% 2.3% 3.0% -0.7%
2011 4.7% 1.1% 4.6% -5.1% 4.4%
2010 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. South Africa
  4. United Kingdom

Fund Info

  • Launch date17/09/2010
  • Share Class size206Mn
  • Base currencyUSD
  • ISIN IE00B19H2X52

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).