Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
iShares Global Agriculture Comm -1% -4% 11% 2% 7% 236M 2015-04-30
Ampersand Momentum CPI Plus 4 FoF B2 1% 4% 11% 6% 10% 1584M 2015-04-30
F&C UK Smaller Companies 2 -1% 0% 11% 0% 0% 118M 2014-09-30
Investec GSF Glbl Str Eq I Acc Grs USD 3% 9% 11% 8% 7% 1647M 2015-04-30
db x-trackers S&P 500 6C (CHF hdg) 0% 4% 11% 1% 15% 1825M 2015-04-30
VAM Managed Funds (Lux) Driehaus A $ 1% 0% 11% 11% -2% - 2012-12-31
Ecclesiastical Amity International B 1% 3% 11% 7% 7% 118M 2015-04-30
DynamicEdge 2025 Portfolio Series I 0% 2% 11% 5% 9% 8M 2015-04-30
BMO MSCI EAFE ETF 0% 3% 11% 13% 13% 495M 2015-04-30
Mercer Australian Shrs for Tax Exmpt Inv -1% 5% 11% 8% 10% 224M 2015-04-30
Adviceworx Old Mutual Infl + 3-4% FoF B1 1% 3% 11% 5% 11% 83M 2015-04-30
Threadneedle Global Eq Inc Retl GBP Acc 0% 3% 11% 7% 7% 1606M 2015-04-30
Itaú Constellation FI RF C Priv 0% 2% 11% 3% 11% 8M 2015-04-30
FMG Iraq Fund A09 USD -6% 1% 11% -2% 0% 19M 2014-02-28
ZKB Aktien Schweiz aktiv SPI® N 1% 12% 11% 4% 4% 335M 2015-04-30
Ecclesiastical UK Equity Growth B 2% 6% 11% 8% 8% 70M 2015-04-30
Investec GSF Glbl Str Eq I Inc Grs USD 3% 9% 11% 8% 7% 1647M 2015-04-30
UTI S/T Income Instl Gr 0% 2% 11% 9% 5% 4295M 2012-10-31
Vaughan Nelson US SC Value Fd I/A USD -1% 8% 11% 4% 10% 232M 2015-04-30
UBS (CH) IF2 Equities Global (ex CH) IX 0% 8% 11% -1% 2% 80M 2015-04-30
BT Imputation Shr WS -1% 4% 11% 8% 10% 395M 2015-04-30
Fidelity Advisor® Value I 0% 6% 11% 3% 9% - 2015-04-30
Select Manager MET Cautious FoF B 1% 3% 11% 5% 10% 369M 2015-04-30
LFP Patrimoine Flexible I 0% 1% 11% 6% 4% 334M 2014-09-30
Coronation Balanced Defensive B3 1% 3% 11% 4% 11% 4295M 2015-04-30
MFS® Meridian Europ Core Eq I1 GBP 0% 5% 11% 10% 16% 25M 2015-04-30
Majedie Tortoise I -1% 0% 11% 4% 8% 40M 2014-08-31
Disciplined Growth Investors -1% 1% 11% 0% 16% - 2014-07-31
Dimensional Multi-Factor Balanced Trust 2% 4% 11% 2% 12% 39M 2015-01-31
HSBC Horizon 2031-2033 I 3% 3% 11% 11% 13% 11M 2014-11-30

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