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Eaton Vance Global Income Builder Fund;A

Ranked 208 out of 244 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Michael A. Allison

Michael A. Allison is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2000. Michael began his career in the investment management industry in 1988. Before joining Eaton Vance, Michael was an equity analyst for Schroder Investment Management North America Inc. He was also affiliated with Fleet Investment Advisors and Phoenix Home Life Mutual Fund Insurance Co. Michael earned a B.S.B.A. from the University of Denver. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

John H. Croft

John Croft is a vice president of Eaton Vance Management, director of credit research and portfolio manager on Eaton Vance’s investment-grade fixed-income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s investment-grade fixed-income strategies. He also leads the liability-driven investment (LDI) solutions effort. He joined Eaton Vance in 2004. John began his career in the investment management industry in 1986. Before joining Eaton Vance, he was a credit analyst with Fidelity Management & Research Co. John earned a B.A. from Colgate University and an MBA from the University of Chicago Graduate School of Business. He is a CFA charterholder.

Christopher Dyer

Jeffrey D. Mueller

Objective

The Fund seeks total return for its shareholders. The Fund achieves this objective by investing in a diversified portfolio of common and preferred stocks that pay dividends. The Fund primarily seeks stocks that produce attractive levels of dividend income and which the advisor feels are undervalued.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.2% 4.7% 5.0% 2.5% 3.2%
2016 3.3% -0.7% 0.9% 3.4% -0.2%
2015 3.2% 3.7% 0.5% -6.3% 5.7%
2014 2.9% 1.1% 4.2% -1.6% -0.7%
2013 22.6% 6.0% 0.9% 5.4% 8.8%
2012 11.7% 8.5% -4.7% 6.4% 1.5%
2011 -4.0% 3.5% 1.3% -16.4% 9.5%
2010 7.5% 2.3% -12.1% 9.1% 9.6%
2009 10.4% -13.4% 8.5% 12.7% 4.3%
2008 -33.9% -8.7% 1.5% -14.2% -16.9%
2007 8.4% 1.6% 5.7% 2.6% -1.7%
2006 23.5% 7.1% 1.5% 4.8% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/11/2005
  • Share Class size142Mn
  • Base currencyUSD
  • ISIN US2779238763

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.27%
  • Initial investment5.75

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