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Aberdeen Global Equity Inst (GWLIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Global Equity Inst (GWLIX) Fund

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Graph of Aberdeen Global Equity Inst Fund (GWLIX) ManagerFund Manager - Stephen Docherty

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar Funds: GWLRX 
Fund Family: Aberdeen
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

 

Graph of Aberdeen Global Equity Inst Fund (GWLIX) ProfileAberdeen Global Equity Inst Fund (GWLIX) Profile

Fund Profile and Description

Aberdeen Global Equity Inst Fund seeks long term capital growth. Aberdeen Global Equity Inst Fund invests at least 80% of assets in equity securities of companies throughout the world. It invests significantly in companies organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Aberdeen Global Equity Inst Fund may also invest in companies of emerging market countries. It is non-diversified.

 

Aberdeen Global Equity Inst (GWLIX) Fund Strength What we like about Aberdeen Global Equity Inst (GWLIX) Fund

Data for Aberdeen Global Equity Inst Fund (GWLIX) as of May 30, 2016

  • Aberdeen Global Equity Inst Fund (GWLIX) management has been with Aberdeen Global Equity Inst Fund for 10.2 years
  • Aberdeen Global Equity Inst Fund (GWLIX) has an annual stock turnover rate of 31.45% vs World Stock average of 47.65%. It is good that Aberdeen Global Equity Inst management does not trade extensively for its return.
  • Aberdeen Global Equity Inst Fund (GWLIX) has a lower expense ratio than its World Stock average: 1.18% vs 1.28%
  • Aberdeen Global Equity Inst Fund (GWLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen Global Equity Inst Fund (GWLIX) Weakness What we are cautious about Aberdeen Global Equity Inst (GWLIX) Fund

Data for Aberdeen Global Equity Inst Fund (GWLIX) as of May 30, 2016

  • Aberdeen Global Equity Inst Fund (GWLIX) has a less-than-ideal short-term performance (1-year return -10.02% vs -5.49% World Stock category median performance)
  • Aberdeen Global Equity Inst Fund (GWLIX) has a less-than-ideal mid-term performance (3-year return -1.16% vs 5.54% World Stock category median performance)
  • Aberdeen Global Equity Inst Fund (GWLIX) has a less-than-ideal Long-term performance (5-year return 1.55% vs 5.54% World Stock category median performance)
  • Aberdeen Global Equity Inst Fund (GWLIX) ratio of up-years vs down years can be improved
  • Aberdeen Global Equity Inst Fund (GWLIX) has a Morningstar rating of 3 and below
  • Aberdeen Global Equity Inst Fund (GWLIX) is less safe compared to its World Stock peers
  • Aberdeen Global Equity Inst Fund (GWLIX) does not have a good risk adjusted return as its 3-year Alpha of -1.38 is worse than category average of 5.14, and its 3-year Sharpe ratio is -0.04
  • Aberdeen Global Equity Inst Fund (GWLIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.36 that is higher than category average of 12.23
See Aberdeen Global Equity Inst Fund (GWLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Global Equity Inst Fund (GWLIX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Global Equity Inst4.01-10.02-1.161.55
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Aberdeen Global Equity Inst Fund (GWLIX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Aberdeen Global Equity Inst Fund (GWLIX) Net Asset TrackingAberdeen Global Equity Inst (GWLIX) Fund Net Asset

Track net asset change of Aberdeen Global Equity Inst fund (GWLIX)

DateNet Asset
05/2016$93.14M
03/2016$94.34M
02/2016$86.66M
More historic net asset information on Aberdeen Global Equity Inst Fund (GWLIX)

  

Graph of Aberdeen Global Equity Inst Fund (GWLIX) Portfolio TrackingAberdeen Global Equity Inst (GWLIX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Global Equity Inst fund (GWLIX)

DateCashStockBondOther
04/20163.37%96.63%0%0%
03/20164.57%95.43%0%0%
01/20163.14%96.27%0%0%
Click here to see more historic asset allocation information on Aberdeen Global Equity Inst Fund (GWLIX)

 

graph of Aberdeen Global Equity Inst Fund (GWLIX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Global Equity Inst (GWLIX) Fund

Discover what Aberdeen Global Equity Inst Fund (GWLIX) manager is buying

Apr 29, 2016
EOG Resources, Inc. Common Stoc [3.94%]
NOVARTIS AG BASL [3.59%]
ROCHE HLDG AG DIV RT [3.57%]
CVS Health Corporation Common S [3.25%]
British American Tobacco PLC [3.13%]
JAPAN TOBACCO [2.97%]
Samsung Electronics Co Ltd GDR 144A [2.93%]
Pepsico, Inc. Common Stock [2.86%]
Oracle Corporation Common Stock [2.86%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [2.73%]

Mar 30, 2016
ROCHE HLDG AG DIV RT [3.49%]
EOG Resources, Inc. Common Stoc [3.46%]
NOVARTIS AG BASL [3.42%]
CVS Health Corporation Common S [3.36%]
Samsung Electronics Co Ltd GDR 144A [3.11%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [3.03%]
British American Tobacco PLC [3.01%]
Oracle Corporation Common Stock [2.94%]
JAPAN TOBACCO [2.93%]
Pepsico, Inc. Common Stock [2.85%]

Jan 30, 2016
EOG Resources, Inc. Common Stoc [3.79%]
ROCHE HLDG AG DIV RT [3.6%]
CVS Health Corporation Common S [3.49%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [3.41%]
British American Tobacco PLC [3.16%]
Pepsico, Inc. Common Stock [3.08%]
NOVARTIS AG BASL [3.06%]
JAPAN TOBACCO [3.03%]
Samsung Electronics Co Ltd GDR 144A [2.96%]
Oracle Corporation Common Stock [2.91%]
Click here for Stock Holding Change Map in Aberdeen Global Equity Inst Fund (GWLIX)

  

Latest News on Aberdeen Global Equity Inst (GWLIX) Fund

See what is happening with Aberdeen Global Equity Inst Fund (GWLIX)

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Aberdeen Global Equity Inst Fund (GWLIX) Related ResourcesSee more information on Aberdeen Global Equity Inst (GWLIX) Fund

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