Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Northern Inst Glbl Tactical Asset Allc D 0% -2% 13% 3% 5% - 2011-07-31
CSIMF Fd Selection Equity EMMA FA 5% -1% 13% 0% 0% 90M 2015-02-28
Market Vectors® CEF Municipal Income ETF -2% 4% 13% 2% 7% - 2015-02-28
Fidelity Spartan® Mid Cap Idx Instl 5% 4% 13% 3% 20% - 2015-02-28
CSIMF Fd Selection Equity EMMA EA 5% -1% 13% 0% 4% 90M 2015-02-28
BlackRock FIDF Euro Gov Bd Idx Inst €Acc 0% 4% 13% 3% 6% 2161M 2015-02-28
Wilshire 5000 Total Market ETF 1% 8% 13% 6% 12% - 2013-02-28
BMO Dow Jones Ind Avg Hdgd CAD ETF 5% 1% 13% 1% 15% 137M 2015-02-28
Iceberg Alternative Real Estate II EUR 4% 6% 13% 14% 7% - 2013-09-30
JPM Europe Select Eq X (acc)-EUR (Hdg) 5% 7% 13% 10% 4% 1439M 2015-02-28
UBS (CH) IF Euro Bonds Passive IX 0% 4% 13% 3% 5% 692M 2015-02-28
T. Rowe Price Instl Glbl Gr Eq 5% 3% 13% 5% 19% - 2015-02-28
Delaware Healthcare I 4% 3% 13% 5% 19% - 2015-02-28
Parvest Bond Euro Government I 1% 4% 13% 3% 5% 2063M 2015-02-28
iShares Global Consumer Staples 3% 2% 13% 5% 9% - 2015-02-28
ING (L) Invest World HXZ 2% 3% 13% 10% 14% 186M 2013-10-31
UBS (CH) IF Euro Bonds Passive UX 0% 4% 13% 3% 6% 692M 2015-02-28
Flexible Allocation B EUR 1% 5% 13% 13% 0% 46M 2013-12-31
Kingfish Limited 0% 6% 13% 1% 8% - 2015-02-28
ClearBridge Appreciation IS 5% 2% 13% 2% 10% - 2015-02-28
Franklin Templeton Global Aggregate Bd I 0% 4% 13% 3% 8% - 2015-02-28
Edgewood L Sel US Select Growth I EUR ZH 4% 1% 13% 4% 14% 1689M 2015-02-28
PIMCO GIS Glbl Fdmtl Idx StkPLUS Ins£Inc 4% 2% 13% 4% 14% 612M 2015-02-28
RMB Top 40 ETF 4% 6% 13% 7% 18% 865M 2015-02-28
FMG Rising 3 Ltd B GBP 0% 3% 13% 0% -15% 22M 2011-05-31
Western Asset Managed Muni -1% 2% 13% 1% 6% - 2015-02-28
Touchstone Growth Opportunities Instl 7% 4% 13% 4% 20% - 2015-02-28
Danske Invest Norske Aksjer Inst I 2% 9% 13% 5% 10% 3277M 2015-02-28
Edinburgh Partners Glbl Opps GBP I 2% 2% 13% 5% 8% 424M 2015-02-28
ClearBridge Value I 5% 0% 13% 1% 11% - 2015-02-28

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