Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
PIMCO GIS Glbl Multi-Asset Inst USD 3% 3% 11% 4% 7% 1303M 2015-02-28
First Trust Div and Income 5% 1% 11% 2% 2% - 2015-02-28
Nuveen Tax-Adv Div Growth 5% 3% 11% 3% 7% - 2015-02-28
Ampersand Momentum CPI Plus 4 FoF B1 1% 4% 11% 3% 9% 1532M 2015-02-28
Thrivent Partner Mid Cap Value I 4% 2% 11% 1% 9% - 2015-02-28
Henderson Preference & Bond I Inc Gross 0% 1% 11% 6% 8% 648M 2014-08-31
American Beacon Lg Cap Value Inst 6% 1% 11% 2% 9% - 2015-02-28
Eaton Vance Atlanta Capital Focused Gr I 6% 3% 11% 4% 6% - 2015-02-28
Henderson Secured Loans Y Acc Gross 0% 4% 11% 10% 4% 170M 2012-10-31
GMO Asset Allocation Bond III 0% 5% 11% 5% 4% - 2015-02-28
Sanlam Multi Mgd Moderate FoF B9 1% 4% 11% 3% 11% 196M 2015-02-28
Samsung J-REITs Real Estate FoF 1 Cw 4% 8% 11% 8% -28% 4295M 2010-03-31
Vontobel Sustainable Glb Ldrs I 6% 4% 11% 6% 17% 330M 2015-02-28
Serone Key Opportunities Fund 2% 5% 11% 4% 32% - 2015-02-28
SC US Equities Fundamental Indexing S 5% 2% 11% 2% 19% 104M 2015-02-28
Deutsche Real Estate Secs Inc Instl -1% 1% 11% 0% 11% - 2015-02-28
Schroder ISF Glbl Div Gr I USD Hgd Acc 2% 4% 11% 4% 10% 767M 2015-02-28
PowerShares Build America Bond ETF -1% 2% 11% 1% 9% - 2015-02-28
db x-trackers FTSE EPRA/NAREIT ErznRE 1C 3% -3% 11% 1% 5% - 2013-07-31
Taylor Navigator Equity L/S Fund LP 0% 1% 11% 7% 0% - 2013-06-30
Tongsheng Investment Fd Ord 2% 16% 11% 10% 10% 3492M 2014-10-31
SMAM Chiba Kogin Stk Idx Ref 2006-3 4% 8% 11% 4% -7% - 2011-02-28
KBC Life Inv Sec NLB Vita Jumpstart 6 2% 2% 11% 3% 7% 3M 2015-02-28
Henderson Preference & Bond I Inc 0% 1% 11% 7% 10% 648M 2014-08-31
Managers AMG Chicago Eq Ptnrs Mid-Cap I 0% 2% 11% 12% 9% - 2012-11-30
MassMutual Premier Disciplined Value R5 4% 0% 11% 0% 7% - 2015-02-28
Ampersand Momentum CPI Plus 2 FoF B1 1% 4% 11% 2% 9% 1261M 2015-02-28
Touchstone Value Institutional 6% 1% 11% 1% 6% - 2015-02-28
Morgan Stanley Inst Global Opp I 5% 5% 11% 7% 10% - 2015-02-28
Cloud Capital Strategic All Cap Instl 4% 2% 11% 2% 13% - 2015-02-28

All our data is licensed from Morningstar UK Ltd. Important legal information