Global Alternative Credit | Investment Strategies | Brandywine GLOBAL

Global Alternative Credit

Annualized Returns As of 3/31/2017

Period Gross (%) Net (%) USL600 (%) BGHY (%)
QTD 3.94 3.62 1.72 3.18
YTD 3.94 3.62 1.72 3.18
1 Year 11.46 10.08 6.86 13.25
3 Year 4.42 3.08 6.49 3.66
5 Year 7.44 5.87 6.42 6.53
Since Inception 14.35 12.62 6.41 7.51

Calendar Year Returns As of 3/31/2017

Year or YTD Gross (%) Net (%) USL600 (%) BGHY (%)
2017 3.94 3.62 1.72 3.18
2016 6.94 5.62 6.74 14.27
2015 - 4.01 - 5.21 6.31 - 2.72
2014 11.35 9.71 6.23 0.01
2013 9.00 7.12 6.27 7.33
2012 20.23 18.17 6.44 19.60
2011 19.91 17.86 6.34 3.12
2010 29.56 28.85 2.06 6.07

GIPS Statistics As of 3/31/2017
Year or YTD # of Accts Market Value ($MM) Firm Assets ($MM) Composite Dispersion (%) Composite St. Dev. (% 3-Year Rolling) USL600 St. Dev. (% 3-Year Rolling) BGHY St. Dev. (% 3-Year Rolling)
2017 3 45769,480- 4.33 0.08 6.17
2016 4 50165,498- 4.30 0.07 6.24
2015 4 91868,819- 4.18 0.02 5.68
2014 3 83763,375- 4.21 0.03 5.90
2013 1 4850,050- 4.79 0.03 7.90
2012 1 3442,894----
2011 1 433,122----
2010 1 331,996----
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