{"id":144,"date":"2014-07-01T23:58:14","date_gmt":"2014-07-01T14:58:14","guid":{"rendered":"http:\/\/eng.trustonasset.com\/?page_id=144"},"modified":"2021-07-08T15:27:25","modified_gmt":"2021-07-08T06:27:25","slug":"gips-performance","status":"publish","type":"page","link":"https:\/\/eng.trustonasset.com\/?page_id=144","title":{"rendered":"GIPS Performance"},"content":{"rendered":"

Truston Active Equity Fund Composite Performance<\/h2>\n
<\/div>\n

Composite is comprised of Korean active equity funds(37 portfolios in the composite)<\/p>\n

AUM of composite is KRW 5.1TN (~$4.7BN) at year-end 2020<\/p>\n

Truston\u2019s performance is calculated according to the CFA Institute\u2019s Global Investment Performance Standards (GIPS)<\/p>\n

\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Year<\/th>\nComposite<\/th>\nBenchmark<\/th>\nvs. Benchmark<\/th>\n<\/tr>\n
2020<\/td>\n27.75%<\/td>\n30.75%<\/td>\n-3.00%<\/td>\n<\/tr>\n
2019<\/td>\n12.19%<\/td>\n7.67%<\/td>\n4.52%<\/td>\n<\/tr>\n
2018<\/td>\n-15.22%<\/td>\n-17.28%<\/td>\n2.06%<\/td>\n<\/tr>\n
2017<\/td>\n24.71%<\/td>\n21.76%<\/td>\n2.95%<\/td>\n<\/tr>\n
2016<\/td>\n4.55%<\/td>\n3.32%<\/td>\n1.23%<\/td>\n<\/tr>\n
2015<\/td>\n-0.85%<\/td>\n2.39%<\/td>\n-3.24%<\/td>\n<\/tr>\n
2014<\/td>\n-7.07%<\/td>\n-4.76%<\/td>\n-2.31%<\/td>\n<\/tr>\n
2013<\/td>\n8.72%<\/td>\n0.72%<\/td>\n8.00%<\/td>\n<\/tr>\n
2012<\/td>\n14.90%<\/td>\n9.38%<\/td>\n5.51%<\/td>\n<\/tr>\n
2011<\/td>\n-9.62%<\/td>\n-12.21%<\/td>\n2.59%<\/td>\n<\/tr>\n
2010<\/td>\n24.35%<\/td>\n22.23%<\/td>\n2.12%<\/td>\n<\/tr>\n
2009<\/td>\n62.07%<\/td>\n51.60%<\/td>\n10.47%<\/td>\n<\/tr>\n
2008<\/td>\n-36.58%<\/td>\n-39.49%<\/td>\n2.91%<\/td>\n<\/tr>\n
2007<\/td>\n51.84%<\/td>\n32.25%<\/td>\n19.58%<\/td>\n<\/tr>\n
2006<\/td>\n11.60%<\/td>\n3.99%<\/td>\n7.61%<\/td>\n<\/tr>\n
2005<\/td>\n77.35%<\/td>\n53.96%<\/td>\n23.39%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n<\/div>\n

Gross of fees. Inception date of GIPS compliant performance of the strategy is 1 Jan 2004. The GIPS composite return has been verified by Zeroin(2004-2010) and Korea Fund Ratings(2010~current).<\/span><\/p>\n

Benchmark : KOSPI (2004~June 2008), KOSPI 200 (July 2008~January 2012), KOSPI (January 2012~current)<\/span><\/p>\n

Source: Truston Asset Management, KFR<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Truston Active Equity Fund Composite Performance Composite is comprised of Korean active equity funds(37 portfolios in the composite) AUM of composite is KRW 5.1TN (~$4.7BN) at year-end 2020 Truston\u2019s performance is calculated according to the CFA Institute\u2019s Global Investment Performance Standards (GIPS)   Year Composite Benchmark vs. Benchmark 2020 27.75% 30.75% -3.00% 2019 12.19% 7.67% […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":16,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-144","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/144","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=144"}],"version-history":[{"count":31,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/144\/revisions"}],"predecessor-version":[{"id":845,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/144\/revisions\/845"}],"up":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/16"}],"wp:attachment":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}