Equity Building Block — Global Quality Dividend
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-05-11
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — Global Quality Dividend.
YTD return
+3.5%
Benchmark +2.7%
1 year
+3.3%
Excess 0.8 pts
Since inception
3.1%
Annualized
Net expense
0.28%
Weighted across 5 sleeves
Growth of a hypothetical investment
100% Equity vs Broad Equity Market Index
Model Benchmark
Jul 2026 Model +38.2% · Benchmark +30.7%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2019 (7.1%) · Weakest year 2022 (-16.0%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.3% | +0.0% |
| 3M | +3.0% | +2.6% | +0.4% |
| YTD | +3.5% | +2.7% | +0.8% |
| 1Y | +3.3% | +2.4% | +0.8% |
| 3Y | +3.2% | +2.9% | +0.3% |
| 5Y | -1.9% | -2.3% | +0.4% |
| Since inception | +3.1% | +2.6% | +0.5% |