Scout Investments

Annualized Total Returns as of 9/30/2018

  QTR 1 YR 3 YR 5 YR 10 YR Since Inception Inception Date  
Scout International Equity Composite - Gross 0.62% 2.06% 11.47% 5.20% 6.77% 9.24% 9/30/1993
Scout International Equity Composite - Net 0.43% 1.30% 10.65% 4.42% 5.96% 8.38% 9/30/1993
MSCI EAFE Index (Net) 1.35% 2.74% 9.23% 4.42% 5.38% 5.23%

Calendar-Year Returns

  Year Scout International Equity
Composite - Gross
Scout International Equity
Composite - Net
  2017 24.68% 23.77%
  2016 7.92% 7.12%
  2015 -3.45% -4.17%
  2014 -3.38% -4.11%
  2013 14.34% 13.50%
  2012 22.53% 21.60%
  2011 -11.39% -12.11%
  2010 14.38% 13.48%
  2009 36.83% 35.72%
  2008 -37.10% -37.61%
  2007 18.62% 17.69%
  2006 22.86% 21.90%
  2005 20.65% 19.71%
  2004 19.25% 18.32%
  2003 35.04% 33.99%
  2002 -14.81% -15.50%


Returns for periods less than one year are not annualized.

Past performance is no guarantee of future results. Performance figures are stated in U.S. dollars and assume dividends were reinvested for the entire period. Net performance is calculated after deducting a fee that represents the highest fee charged to any account in the composite. Gross performance does not reflect the deduction of management fees. Performance results of clients would be reduced by the firm’s management fees. For example, an account with a compounded annual total return of 10% would have increased by 159% over 10 years. Assuming an annual management fee of 0.75%, this increase would be 142%.

There is no guarantee the portfolio will meet its investment objectives. All investments involve risk, including the possible loss of principal. Foreign investments present additional risks due to currency fluctuations, economic and political factors, lower liquidity, government regulations, differences in securities regulations and accounting standards, possible changes in taxation, limited public information and other factors. The risks are magnified in countries with emerging markets, because these countries may have relatively unstable governments and less established markets and economies.

The Scout International Equity Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the MSCI EAFE Index. The MSCI EAFE Index is an arithmetic, market value-weighted average of more than 900 securities listed on the stock exchanges of countries in Europe, Australasia and the Far East. The MSCI EAFE Index is an unmanaged index of stocks, bonds or mutual funds. The Index does not reflect management fees or transaction costs. It is not possible to invest directly in an unmanaged index.

The firm is defined as Scout Investments, Inc., a wholly owned subsidiary of Carillon Tower Advisers, Inc. Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®). Click here to obtain a copy of the compliant GIPS presentation.

Important Information

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