Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
SIM Mgd Aggressive FoF B1 0% 2% 21% 10% 14% 603M 2014-08-31
BlackRock MuniYield CA Common 1% 2% 21% 14% 7% - 2014-08-31
BGF Global Dynamic Equity I2 USD 5% 3% 21% 14% 10% 1045M 2013-07-31
ASTON/Cornerstone Large Cap Value I 2% 3% 21% 5% 7% - 2014-08-31
UBS (CH) Mgr Sel Eqs Global XT2 X 2% 4% 21% 10% 4% 385M 2014-08-31
Third Avenue Real Estate Value Instl 1% 2% 21% 12% 12% - 2014-08-31
Ivy Global Natural Resources I 2% 4% 21% 13% 0% - 2014-08-31
Lyxor ETF CAC Mid 60 D-EUR A/I 0% -4% 21% 7% 8% 13M 2014-08-31
NewFunds Equity Momentum ETF 0% 4% 21% 4% 20% 25M 2014-08-31
Columbia Dividend Opportunity Y 3% 3% 21% 9% 22% - 2014-08-31
Amundi ETF MSCI World Energy EUR A/I 3% 6% 21% 16% 11% 81M 2014-08-31
IQ Canada Small Cap ETF 3% 8% 21% 20% 2% - 2014-08-31
BlackRock Credit Alloc II Common 0% 4% 21% 17% 1% - 2012-11-30
UBS (CH) IF Small & Mid Cap Eqs CH IB 1% 0% 21% 8% 6% 759M 2014-08-31
AMP Capital Asian Eq Gr 0% 1% 21% 7% 3% - 2013-08-31
db x-trackers MSCI BRIC 1C 3% 10% 21% 10% -2% 14M 2014-08-31
SIM Value B9 -1% 0% 21% 9% 17% 3889M 2014-08-31
Allianz Euro High Yld Bd I (H2-PLN) PLN 0% 3% 21% 4% 12% 1807M 2013-05-31
Undiscovered Mgrs Behavioral Value R6 4% 2% 21% 5% 20% - 2014-08-31
Sarasin International Equity Inc P Acc 5% 1% 21% 19% 7% 425M 2013-10-31
JF Hong Kong D (acc)-USD 6% 7% 21% 14% 8% 125M 2012-09-30
CFS FC WS Inv-BT W Active Balanced 4% 3% 21% 13% 5% 24M 2013-07-31
Optimum Large Cap Value Instl 3% 3% 21% 6% 8% - 2014-08-31
ZIF Aktien USA Passiv CHF E3 4% 7% 21% 12% 6% 270M 2014-08-31
PFS Somerset Emerg Mkt Sm Cp B USD Acc 1% 1% 21% 10% 3% 64M 2014-08-31
DFA Selectively Hedged Glbl Eq I 2% 3% 21% 6% 17% - 2014-08-31
Autus MET Balanced FoF A1 2% 1% 21% 14% 8% 343M 2013-08-31
Oddo Immobilier B 0% 8% 21% 16% 3% 142M 2014-07-31
Aberdeen UK Equity Income Z -4% -1% 21% 11% 0% 169M 2013-06-30
AXA Framlington UK Smlr Coms Z GBP Acc 3% 1% 21% 4% 10% 94M 2014-08-31

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