MoRE World

MoRE World is a globally diversified portfolio of large cap companies made up of the top decile of resource efficient companies from each sector of the world economy, ex-financials.

Return Profile

5yr 3yr 1yr 6m 3m 1m
MoRE World 169.03% 59.13% 31.25% 9.37% 5.23% 1.69%
MSCI World 101.03% 39.77% 24.05% 6.18% 4.86% 1.79%
Excess Return 68.01% 19.36% 7.20% 3.19% 0.38% -0.10%

Annualized Returns*

Returns Volatility Sharpe
15.10% 18.65% 0.81
6.43% 16.32% 0.39
8.49% 5.23% 1.62

Annual Returns

2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD
MoRE World 25.78% 31.53% 15.54% -40.49% 59.62% 22.39% -3.71% 23.60% 33.03% 9.37%
MSCI World 9.49% 20.07% 9.04% -40.71% 29.99% 11.76% -5.54% 15.83% 26.68% 6.18%
Excess Return 16.29% 11.46% 6.51% 0.23% 29.63% 10.63% 1.83% 7.77% 6.35% 3.19%

Price Chart

Sector Chart

Country Chart




*Source, Bloomberg and Osmosis LLP. Numbers are actual from August 2011 and back tested to January 2005. Annualized returns are calculated from Jan 2005 to current

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