Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Wells Fargo Advantage Capital Growth I 3% 4% 13% 9% 7% - 2014-11-30
Ivy Core Equity I 2% 1% 13% 10% 9% - 2014-11-30
UBS ETF (LU) MSCI North America SRI 2% 1% 13% 10% 0% 132M 2014-11-30
Wilshire 5000 Total Market ETF 1% 8% 13% 6% 12% - 2013-02-28
ISEQ 20 ETF 6% 6% 13% 12% -1% - 2014-11-30
Iceberg Alternative Real Estate II EUR 4% 6% 13% 14% 7% - 2013-09-30
Frost Value Equity Inst 2% 2% 13% 9% 6% - 2014-11-30
Private Capital Management Value I 2% 5% 13% 10% 15% - 2014-11-30
ING (L) Invest World HXZ 2% 3% 13% 10% 14% 186M 2013-10-31
Flexible Allocation B EUR 1% 5% 13% 13% 0% 46M 2013-12-31
Robeco Global Consumer Trends Eqs I EUR 4% 8% 13% 12% 23% 992M 2014-11-30
Nordea-1 Global Real Estate BI USD 1% 1% 13% 13% 13% 169M 2014-11-30
Specialist Property 1% 6% 13% 10% 4% 37M 2014-06-30
FMG Rising 3 Ltd B GBP 0% 3% 13% 0% -15% 22M 2011-05-31
Parworld Track Continental Europe X 1% 5% 13% 14% -5% 97M 2012-10-31
Investec GSF Glbl Energy Long Short S$ 1% 8% 13% 5% 3% 19M 2014-05-31
Finreon Tail Risk Control® 0-100 CHF D 3% 5% 13% 14% 13% 186M 2014-11-30
PIMCO Build America Bond ETF -1% 1% 13% 12% 8% - 2014-09-30
Lyxor ETF Japan (TOPIX) D-JPY A/I 5% 10% 13% 9% 0% 4295M 2014-11-30
Macquarie Inflation Linked Bond 2% 2% 13% 11% 1% 34M 2014-11-30
TD US Equity Currency Neutral Port - I 2% 3% 13% 9% 6% 12M 2014-11-30
SEI Large Cap A (SIMT) 2% 2% 13% 10% 15% - 2014-11-30
Swisscanto (CH) Inst-Eq Switz I 3% 4% 13% 13% 4% 1152M 2014-11-30
SIM Mgd Aggressive FoF B2 1% 0% 13% 9% 12% 627M 2014-11-30
Direxion S&P 500® Volatil Response ETF 2% 0% 13% 10% 17% - 2014-11-30
Horizons Enhanced US Equity Inc ETF Comm 3% 1% 13% 0% 12% 12M 2014-02-28
Natixis Diversified Income Y 0% 1% 13% 12% 9% - 2014-11-30
Nordea-1 Int High Yield Bond BI EUR 0% 3% 13% 13% 8% 132M 2014-11-30
Genesee Credit Opportunities Fund LP 0% 1% 13% 8% 13% 11M 2014-08-31
Nordea-1 Unconstrained Bond BI EUR 0% 4% 13% 13% 11% 123M 2014-11-30

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