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Oakmark Global Select Fund;Investor

Ranked 118 out of 3198 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 : 30/09/2016 - 30/09/2017
  • Rank 118/3198 Total Return
  • Rank 518/3198 Standard Deviation
  • Rank 447/3198 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 6.2% 4.7%
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 size2,033Mn
  • Base currencyUSD
  • ISIN US4138388222

Purchase Info

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

Charges

  • Annual management1.00%

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