Monday, September 3, 2018

Marquette's AIM International Equity Fund is Having a Strong 2018

The AIM International Equity Fund is Outperforming the Russell Global ex-US Index by Nearly 600 bps YTD in 2018

Image result for aim blog marquetteWhile the AIM Small Cap Equity Fund has been getting a lot of attention because of outstanding returns, the International Equity Fund has been more than holding its own. 

YTD in 2018, the AIM International Equity Fund is up 2.17%; while the benchmark (Russell Global ex-US Index) has returned a -3.30% for the year through August 31, 2018. That is a positive variance of 5.30% - which is also impressive.

Image result for aim blog marquetteSimilar to the Small Cap Fund, the International Fund attempts to be sector neutral; however, making it even more challenging for the students - the portfolio attempts to be regional neutral as well.

The following attribution analysis table shows the performance of the AIM International Fund by GICs sector. Note the strong relative returns of the Information Technology, Healthcare and Industrials sectors. (Click to enlarge the image).

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