Scout Investments

Annualized Total Returns as of 9/30/2021

  QTR 1 YR 3 YR 5 YR 10 YR Since Inception Inception Date  
Scout International Equity Composite - Gross -1.79% 30.50% 8.04% 9.11% 8.76% 9.11% 9/30/1993
Scout International Equity Composite - Net -1.98% 29.55% 7.24% 8.30% 7.95% 8.26% 9/30/1993
MSCI EAFE Index (Net) -0.45% 25.73% 7.62% 8.81% 8.10% 5.48%

Calendar-Year Returns

  Year Scout International Equity
Composite - Gross
Scout International Equity
Composite - Net
  2020 5.86% 5.07%
  2019 28.96% 28.02%
  2018 -16.07% -16.70%
  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.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Important Information

I am entering Scout Investments' Institutional website. By clicking "I agree," I agree that I have read the terms detailed below and confirm that I am an Institutional Investor and that I wish to proceed. Information contained in the Scout Investments’ institutional website is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information does not constitute investment advice, nor should it be considered a solicitation or offering to persons or entities residing outside the United States. The information is directed at informing one or more of the following types of persons or entities:

  • A government, local authority or public authority
  • A bank, investment company or insurance company
  • A pension fund, charity, foundation or endowment
  • An individual who is a "qualified client" under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve or are reasonably expect to involve them, as principal or as agent, in acquiring, holding, managing or disposing of investments for the purpose of a business carried on by them
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Persons or entities who do not fall into one of the above categories should not review the information contained in this site.

I agreeCancel

You are about to leave

Cancel Continue