Funds performance table by strategy

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fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Threadneedle UK Eq Income (ex LV) Instl 0% 5% 11% 5% 15% 276M 2015-03-31
SIP Swiss Equity Index CHF C2 2% 3% 11% 3% 9% 91M 2015-03-31
BBVA USA GLOBA 0% 0% 11% 4% -1% 2049M 2012-06-30
Alliance Trust SF Corporate Bd 7 0% 3% 11% 2% 8% 269M 2015-02-28
Swisscanto AST Aktien Schweiz Index N 2% 3% 11% 3% 12% 413M 2015-03-31
Henderson Instl UK Gilt A 1% 1% 11% 1% 4% 299M 2015-03-31
CFS FC W Pen-CFS W Conservative 2% 1% 11% 6% 0% 1279M 2013-07-31
Lincoln Wholesale Australian Share 1% 7% 11% 7% 7% 51M 2015-03-31
Templeton India Income Builder A HY Div 0% 2% 11% 11% 8% 3599M 2012-12-31
Ampersand Momentum CPI Plus 4 FoF B2 0% 4% 11% 4% 10% 1549M 2015-03-31
Ethos Equities CH Indexed Corp Gov 2% 3% 11% 3% 4% 868M 2015-03-31
JPMorgan US Small Company Sel 1% 4% 11% 4% 8% - 2015-03-31
Mi-Fonds (CH) Instl Smaller Stock CH 2% 4% 11% 4% 6% 36M 2015-03-31
Putnam Retirement Ready 2020 Y 1% 4% 11% 6% 3% - 2010-10-31
UBS (CH) IF Eqs CHE Pass All IA2 2% 3% 11% 3% 8% 3578M 2015-03-31
iShares Target Date 2050 -2% -2% 11% 3% 14% - 2014-09-30
iShares J.P. Morgan $ Emerg Mkts Bd (DE) 3% 1% 11% 0% 8% 2595M 2013-04-30
iShares Germany Government Bond 1% 3% 11% 3% 4% 11M 2015-03-31
Invesco Small Cap Discovery R6 1% 8% 11% 8% 18% - 2015-03-31
SSgA Swiss Equity Index CHF D 2% 3% 11% 3% 17% 301M 2015-03-31
Nedgroup Inv XS Diversified FoF B1 0% 4% 11% 4% 15% 4295M 2015-03-31
UBS ETF (CH) - SMI® (CHF) I-dis 0% 4% 11% 4% 14% 1018M 2014-03-31
Natixis Euro Inflation I/A EUR 1% 5% 11% 5% 5% 109M 2015-03-31
Fidelity Singapore Y-Acc-USD 0% 6% 11% 8% 7% 149M 2014-06-30
Marlborough ETF Global Growth P Acc 1% 1% 11% 1% 5% 4M 2015-03-31
SLI UK Property Inst Inc 0% 1% 11% 1% 8% 1231M 2015-03-31
Lighthouse Managed Futures Composite SPC 0% 1% 11% 1% 4% 123M 2015-03-31
Lyxor ETF EuroMTS InfLnk InvstGrd DR A/I 1% 5% 11% 5% 4% 189M 2015-03-31
iShares MSCI USA ESG Select -1% 0% 11% 0% 7% - 2015-03-31
RobecoSAM Smart Energy D EUR 3% 1% 11% 8% 4% 200M 2014-05-31

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