C000152884 Performance — Pioneer Global Sustainable Equity Fund, : Class K
Data updated: 2025-01-23
C000152884 returned +22.21% over one year to Nov 2024. Annualised returns are +9.00% over 3 years and +13.12% over 5 years. The fund beat its Global Large Value category average: $100 invested three years ago grew to $129, against $128 for the category, and to $122 over one year, against $122. Volatility over the past three years was 16.55% a year. In the 12 months to Nov 2024 the fund took in a net $119.5M, and assets reached $542.09M.
C000152884 Growth of $100
What $100 invested in Pioneer Global Sustainable Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Value category average over the same months.
| Period | C000152884 | Category average |
|---|---|---|
| 1 year (Dec 2023 – Nov 2024) | $122 | $122 |
| 3 years (Dec 2021 – Nov 2024) | $129 | $128 |
| 5 years (Dec 2019 – Nov 2024) | $185 | $158 |
| Since data start (Sep 2019 – Nov 2024) | $203 | $168 |
C000152884 Trailing Returns
Total returns to Nov 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +22.21% |
| 3 years (annualised) | +9.00% |
| 5 years (annualised) | +13.12% |
C000152884 Annual Returns
Calendar-year total returns of Pioneer Global Sustainable Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Nov) | +16.43% |
| 2023 | +16.57% |
| 2022 | −10.20% |
| 2021 | +24.13% |
| 2020 | +18.34% |
| 2019 (Sep–Dec) | +13.40% |
C000152884 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.1% | +4.5% | +4.9% | −3.4% | +3.8% | −1.4% | +3.8% | +1.9% | +1.2% | −3.0% | +2.2% | — |
| 2023 | +8.5% | −3.1% | −0.1% | +0.1% | −1.0% | +5.3% | +3.6% | −2.5% | −2.7% | −3.3% | +6.7% | +5.0% |
| 2022 | −1.2% | −2.5% | +1.0% | −7.4% | +3.5% | −9.2% | +5.0% | −1.9% | −9.7% | +9.1% | +8.8% | −3.8% |
| 2021 | −0.1% | +4.5% | +5.1% | +3.7% | +2.3% | +0.3% | −0.6% | +2.4% | −1.9% | +3.0% | −2.9% | +6.3% |
| 2020 | −1.2% | −7.4% | −13.8% | +10.2% | +3.6% | +2.8% | +6.4% | +5.2% | −2.7% | −0.9% | +12.6% | +5.2% |
| 2019 | — | — | — | — | — | — | — | — | +2.9% | +2.9% | +3.5% | +3.5% |
C000152884 Risk
Risk measures from monthly returns over Dec 2021 – Nov 2024.
- 3-year volatility (annualised): 16.55%
- 3-year Sharpe ratio: 0.27 (vs 4.5% risk-free rate)
- Best month: +9.10% (Oct 2022)
- Worst month: −9.69% (Sep 2022)
C000152884 Fund Flows
Monthly money in and out of Pioneer Global Sustainable Equity Fund, from SEC Form N-PORT.
- 12-month net flow: $119.5M
- 12-month gross sales (incl. reinvestments): $171.0M
- Sales ÷ redemptions: 3.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Nov 2024 | $35.2M | $9.9M | $25.3M |
| Oct 2024 | $6.4M | $7.9M | −$1.4M |
| Sep 2024 | $5.8M | $5.1M | $738K |
| Aug 2024 | $26.1M | $27.5M | −$1.4M |
| Jul 2024 | $6.6M | $6.6M | $77K |
| Jun 2024 | $6.8M | $4.0M | $2.8M |
| May 2024 | $37.4M | $10.1M | $27.3M |
| Apr 2024 | $8.4M | $5.0M | $3.4M |
| Mar 2024 | $9.4M | $7.3M | $2.1M |
| Feb 2024 | $5.0M | −$11.8M | $16.7M |
| Jan 2024 | $10.8M | −$13.6M | $24.4M |
| Dec 2023 | $13.0M | −$6.3M | $19.3M |
C000152884 Assets Under Management
Net assets of Pioneer Global Sustainable Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2024-11-29 | $542.09M |
| 2024-08-30 | $544.06M |
| 2024-05-31 | $520.12M |
| 2024-02-29 | $463.25M |
| 2023-11-30 | $426.98M |
| 2023-08-31 | $434.00M |
| 2023-05-31 | $404.80M |
| 2023-02-28 | $362.03M |
| 2022-11-30 | $324.45M |
| 2022-08-31 | $289.75M |
| 2022-05-31 | $288.35M |
| 2022-02-28 | $291.03M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.