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Oakmark Global Select Fund;Investor

Ranked 2410 out of 3257 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Anthony Coniaris

David Herro

David Herro is the deputy chairman, CIO international equities and portfolio manager at Harris Associates LP. He has been with the firm since 1992 and prior to this, David was a portfolio manager for the State of Wisconsin Investment Board. He graduated from the University of Wisconsin-Milwaukee with an MA and from the University of Wisconsin-Platteville with a BSc.

Eric Liu

William C. Nygren

Objective

The Fund seeks long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies located in at least three countries. There are no geographic limits on the Fund's non-U.S. investments, and the Fund may invest in securities of companies located in developed and emerging markets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3%
2017 21.2% 5.8% 6.2% 4.7% 3.0%
2016 9.9% -3.8% -3.7% 10.5% 7.4%
2015 1.9% 2.4% 1.2% -8.6% 7.4%
2014 2.6% 1.5% 3.0% -3.7% 1.8%
2013 33.8% 7.6% 5.9% 9.0% 7.7%
2012 24.0% 18.6% -8.7% 3.3% 10.9%
2011 -5.9% 5.2% 2.2% -16.2% 4.6%
2010 11.1% 6.4% -13.2% 10.0% 9.3%
2009 53.6% -4.3% 26.6% 20.6% 5.1%
2008 -32.5% -11.0% -5.8% -3.7% -16.3%
2007 -1.2% 3.7% 7.8% -3.7% -8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date02/10/2006
  • Share Class size1,827Mn
  • Base currencyUSD
  • ISIN US4138388222

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.92%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).