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Old Westbury Large Cap Strategies Fund

Ranked 2518 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term growth of capital primarily through investment in a diversified portfolio of marketable equity securities of issuers domiciled outside the U.S.

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

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 2518/3213 Total Return
  • Rank 386/3213 Standard Deviation
  • Rank 817/3213 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 3.8% 3.2%
2016 4.7% 0.1% 1.5% 4.2% -1.1%
2015 -1.1% 3.1% -1.1% -8.9% 6.5%
2014 7.2% 1.7% 3.8% -1.7% 3.3%
2013 25.3% 6.4% 0.0% 9.7% 7.4%
2012 15.1% 13.1% -6.6% 5.0% 3.7%
2011 -16.1% 3.0% 0.6% -21.4% 3.1%
2010 15.1% 1.8% -14.4% 20.4% 9.7%
2009 18.8% -13.9% 15.4% 16.4% 2.8%
2008 -34.2% -10.0% -3.3% -14.4% -11.7%
2007 3.3% 3.3% 6.0% -0.6% -5.0%
2006 19.2% 8.3% -1.7% 2.8% 8.8%
2005 14.6% -2.4% -1.8% 12.6% 6.2%
2004 14.9% 4.4% -1.7% -1.5% 13.6%
2003 38.6% -9.1% 17.4% 11.4% 16.6%
2002 -15.2% 0.2% -1.0% -18.5% 4.8%
2001 -25.6% -15.1% 1.0% -16.0% 3.3%
2000 -10.6% 3.0% -2.4% -8.3% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/10/1993
  • Share Class size17,241Mn
  • Base currencyUSD
  • ISIN US6804141090

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.81%
  • 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).