Global Alternative Credit | Investment Strategies | Brandywine GLOBAL

Global Alternative Credit

Annualized Returns As of 9/30/2017

Period Gross (%) Net (%) USL600 (%) BGHY (%)
QTD 1.94 1.63 1.78 2.84
YTD 8.90 7.90 5.35 9.48
1 Year 10.37 9.01 7.13 9.28
3 Year 3.48 2.20 6.66 5.86
5 Year 6.82 5.32 6.50 6.44
7 Year 12.62 10.94 6.47 7.35
Since Inception 14.02 12.32 6.47 7.86

Calendar Year Returns As of 9/30/2017

Year or YTD Gross (%) Net (%) USL600 (%) BGHY (%)
2017 8.90 7.90 5.35 9.48
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 9/30/2017
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 4 57773,890- 4.14 0.10 5.93
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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