Wednesday, January 4, 2017

AIM International Equity Fund - 2016 Performance


AIM International Equity Fund returned 1.6% in 2016

The Marquette AIM students also manage a global fund - the AIM International Equity Fund - which had a total return of 1.62% for the 2016 calendar year.

The primary benchmark is the Russell Global Ex US Index. As the table below shows, the AIM International Fund underperformed the primary benchmark; however, on a risk-adjusted basis the fund had a strong year (these results will be posted within the next week).

(Click on the graphics to enlarge).


AIM International Equity Fund Performance
AIM International Equity Fund Top Holdings

AIM International Equity Fund Investment Style 
indicates a balanced style and size approach


AIM International Equity Fund Holdings by Region 
shows a large underweight in Asia

AIM International Equity Fund Sector Breakdown 
shows sector neutrality


AIM International Equity Fund 
has a slight overweight to Emerging Markets






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