Currencies

Fixed Income Strategies | Fisher Investments Europe






All Non-US Equity




Global ex-US Equity


MSCI ACWI ex-US Index


May 2004



SRI, ESG, or Impact






All Non-US Equity Focused



Global ex-US Equity


MSCI ACWI ex-US Index


December 2006








All Foreign Equity Growth



Global ex-US Equity


MSCI ACWI ex-US Growth


April 2005








Global Equity




Global Equity


MSCI World Index


September 1994



SRI, ESG, or Impact






All World Equity




Global Equity


MSCI ACWI Index


December 2009



SRI, ESG, or Impact






Global Equity Focused




Global Equity


MSCI World Index


January 2010



SRI, ESG, or Impact






Global Developed Small Cap




Global Equity


MSCI World Small Cap Index


February 2013



SRI, ESG, or Impact






Emerging Markets Equity




Emerging Markets Equity


MSCI Emerging Markets Index


April 2006



SRI, ESG, or Impact






Emerging Markets Equity ESG




Emerging Markets Equity


MSCI Emerging Markets Index


September 2012



SRI, ESG, or Impact






EM Sovereign Debt Hard Currency



Fixed Income


JPM EMBI Fixed Index


August 2021








European Equity



Global ex-US Equity


MSCI Europe Index


November 2013








Non-US Equity




Global ex-US Equity


MSCI EAFE Index


October 1993



SRI, ESG, or Impact






Global Developed Long/Short Equity 50



Long/Short


50% MSCI World/50% US 3M T-Bill


March 2015








Global Long/Short Equity 100/30



Long/Short


70% MSCI ACWI/30% US 3M T-Bill


May 2019








Global Long/Short Neutral Equity



Long/Short


US 3-Month T-Bill


November 2018








Global Quant




Quant


MSCI ACWI


October 2016



SRI, ESG, or Impact






All Non-US Equity Small Cap




Global ex-US Equity


MSCI ACWI ex-US Small Cap


September 2011



SRI, ESG, or Impact






UK Total Return



Global ex-US Equity


FTSE All-Share ex-Investment Trust Index


June 2007








US Broad Market Fixed




Fixed Income


ICE BofA US Broad Index


December 2014



SRI, ESG, or Impact






US Equity




US Equity


S&P 500 Index


September 1994



SRI, ESG, or Impact






US High Yield Debt



Fixed Income


ICE BofA US High Yield Index


November 2020








US Mid Cap Value



US Equity


Russell Mid Cap Value Index


January 1990








US Short-Term Fixed Income



Fixed Income


ICE BofA Corp/Govt A-AAA 1—5 Year Index


October 2020








US Small and Mid Cap Core




US Equity


Russell 2500 Index


June 2014



SRI, ESG, or Impact






US Small and Mid Cap Value




US Equity


Russell 2500 Value Index


August 1995



SRI, ESG, or Impact






US Small Cap Core




US Equity


Russell 2000 Index


June 2010



SRI, ESG, or Impact






US Small Cap Equity Quant



Quant


Russell 2000 Index


October 2016








US Small Cap Opportunities



US Equity


Russell Microcap Value Index


October 2015








US Small Cap Quant



US Equity


Russell 2000 Index


October 2016








US Small Cap Value




US Equity


Russell 2000 Value Index


January 1990



SRI, ESG, or Impact





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