Marquette’s
AIM International Equity Fund posted strong returns in 2017!
Marquette AIM students manage three funds. In a previous blog we
reported on the oldest and largest portfolio - the AIM Small Cap Equity Fund. Both
the AIM International Equity Fund and the Small Cap Fund had outstanding
performance in the 2017 calendar year.
The AIM International Equity Fund is more difficult to benchmark
which is why two are reported below: the S&P ADR Index and the Russell
Global xUS Index.
As the table below shows, the Marquette AIM International Equity
Fund out-performed one the primary benchmarks for 2017. The 2-, 3-, and 5-year
period returns lagged the benchmarks – which is in part to the performance of
the US Dollar relative to international currencies.
(Click on any of the
graphics to enlarge)
Additional
risk-adjusted performance measures will be posted within the next week which
will show strong risk-return performance for the fund over the past 10 years.
The following charts are a quick snapshot of the Marquette AIM International Equity
Fund as of 12/31/2017.
