The top three global equity performers had better performance and higher alpha than the sustainable products over the past five years.
Among the six funds, the Morgan Stanley Global Opportunity Fund was the best performer returning 19.67%.
AUM ($) | Return | Alpha | Volatility | ||
Global equity | Morgan Stanley Global Opportunity | 7.88bn | 19.67% | 13.59% | 13.50% |
T. Rowe Price Global Focused Growth Equity | 822.5m | 13.82% | 7.79% | 12.18% | |
Old Mutual World Equity | 504.6m | 11.28% | 5.80% | 10.75% | |
Global sustainable equity | UBS (Lux) Equity Global Sustainable Innovators | 120.8m | 8.65% | 2.74% | 12.01% |
Schroder ISF Global Sustainable Growth | 70.4m | 8.87% | 2.69% | 11.28% | |
Pictet Global Environmental Opportunities | 776.4m | 8.15% | 2.63% | 11.09% |