§Estimated performance for December 2023 calculated with reported data from 41 funds.
*All estimates and 2024 YTD amounts are calculated with reported data as of February-24-2024 05:25 US CST.
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 the Pacific Rim including Japan and Australia. The index is simply the arithmetic average of the net returns of all funds within the category that have reported that month.
The Barclay Pacific Rim Equities Index is recalculated and updated real-time on this page as soon as the monthly returns for the underlying funds are recorded. Only funds that provide us with net returns are included in the index calculation. The number of funds that are currently included in the calculations for the most recent months can be found in the footnotes above. 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.