C000170390 Performance — Columbia Global Strategic Equity Fund, Institutional 3 Class
Data updated: 2020-06-23
In the 12 months to Apr 2020 the fund lost a net $39.7M, and assets reached $541.29M.
C000170390 Growth of $100
What $100 invested in Columbia Global Strategic Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Money Market category average over the same months.
| Period | C000170390 | Category average |
|---|---|---|
| Since data start (Aug 2019 – Apr 2020) | $96 | $94 |
C000170390 Annual Returns
Calendar-year total returns of Columbia Global Strategic Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2020 (Jan–Apr) | −12.05% |
| 2019 (Aug–Dec) | +9.11% |
C000170390 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | −1.1% | −7.0% | −13.5% | +10.6% | — | — | — | — | — | — | — | — |
| 2019 | — | — | — | — | — | — | — | −2.2% | +1.9% | +2.7% | +2.9% | +3.7% |
C000170390 Risk
Risk measures from monthly returns over Aug 2019 – Apr 2020.
- Best month: +10.58% (Apr 2020)
- Worst month: −13.53% (Mar 2020)
C000170390 Fund Flows
Monthly money in and out of Columbia Global Strategic Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$39.7M
- 12-month gross sales (incl. reinvestments): $44.4M
- Sales ÷ redemptions: 0.53×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Apr 2020 | $2.9M | $8.4M | −$5.5M |
| Mar 2020 | $4.6M | $13.0M | −$8.4M |
| Feb 2020 | $2.6M | $8.8M | −$6.1M |
| Jan 2020 | $2.8M | $8.1M | −$5.3M |
| Dec 2019 | $22.4M | $7.1M | $15.3M |
| Nov 2019 | $1.7M | $6.7M | −$5.0M |
| Oct 2019 | $2.3M | $8.7M | −$6.3M |
| Sep 2019 | $2.6M | $14.7M | −$12.1M |
| Aug 2019 | $2.4M | $8.6M | −$6.1M |
C000170390 Assets Under Management
Net assets of Columbia Global Strategic Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2020-04-30 | $541.29M |
| 2020-01-31 | $633.09M |
| 2019-10-31 | $614.98M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.