Barclay European Equities Index
This directional strategy involves
equity-oriented investing on both the long and short sides
of the market. The objective is not to be market neutral. Managers
have the ability to shift from value to growth, from small
to medium to large capitalization stocks, and from a net long
position to a net short position. Managers may use futures
and options to hedge. The focus is regional and includes only
funds that have a minimum portfolio allocation of 90% to the
countries of Western Europe including the U.K. The index is
simply the arithmetic average of the net returns of all funds
within the category that have reported that month.
The Barclay European Equities Index is recalculated
and updated real-time on this page as soon as the monthly returns
for the underlying funds are recorded. The number of funds
that are currently included in the calculations for the most
recent months can be found in the footnotes below. Please note
that the calculation for the number of funds is time-stamped
and that the number of funds will continue to increase until
all funds categorized within the sector have reported monthly
returns.
|
2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
| Jan |
-2.80% | 1.22% | 3.58% | 2.21% | 3.18% | -0.96% | 0.54% | 0.03% |
| Feb |
1.90% | 0.39% | 1.80% | 1.76% | 1.96% | -0.76% | 0.46% | 0.15% |
| Mar |
-1.37%§ | 1.85% | 2.16% | -0.28% | -0.93% | 0.08% | 1.99% | -0.73% |
| Apr |
1.67%† | 2.20% | 1.34% | -1.25% | -0.17% | 2.51% | 0.84% | 0.38% |
| May |
- | 2.04% | -3.08% | 0.60% | -0.83% | 2.30% | 0.50% | 1.36% |
| Jun |
- | 0.44% | -0.16% | 1.89% | 0.79% | 1.08% | -1.28% | 1.23% |
| Jul |
- | -0.33% | 0.38% | 2.40% | -0.54% | 1.10% | -1.38% | -0.16% |
| Aug |
- | -1.61% | 0.68% | 1.62% | -0.11% | 1.81% | 0.79% | 0.72% |
| Sep |
- | 1.32% | 0.32% | 1.84% | 1.77% | -0.17% | -1.43% | -0.62% |
| Oct |
- | 2.11% | 2.04% | -2.34% | 0.56% | 2.24% | 0.12% | -0.12% |
| Nov |
- | -2.70% | 1.16% | 2.26% | 1.60% | 0.91% | 0.86% | 1.07% |
| Dec |
- | 0.38% | 2.56% | 2.71% | 1.67% | 0.93% | -0.48% | 1.18% |
| YTD |
-0.68%* | 7.44% | 13.39% | 14.10% | 9.22% | 11.56% | 1.46% | 4.55% |
|
|
†Estimated performance for April 2008 calculated with reported data from 105 funds.
§Estimated performance for March 2008 calculated with reported data from 187 funds.
*All estimates and 2008 YTD amounts are calculated with reported data as of May-10-2008 14:45 US CST.
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