Funds performance table by strategy

help icon
fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
BlackRock UK Equity Tracker L Acc 2% 4% 7% 7% 7% 4295M 2015-04-30
IBK Gold Mining Feeder Equity C2 2% 10% 14% 22% 13% 4295M 2010-11-30
Manning & Napier Target 2045 I 2% 5% 5% 2% 17% - 2015-04-30
RWC UK Focus Fund B GBP 2% 8% 10% 12% 1% 54M 2012-10-31
Oddo Haut Rendement 2017 A 2% 4% 0% 0% 4% 79M 2012-08-31
iShares MSCI Japan (DE) 2% -1% -2% 1% 0% 1968M 2012-09-30
Transamerica Income & Growth I2 2% 1% 1% 2% 7% - 2015-04-30
PIMCO GIS Hi Yield Bd Inv EUR Hdg Acc 2% 2% 7% 4% 7% 1703M 2013-10-31
PIMCO GIS Glb Advtg Real Ret Inv $ Acc 2% 5% 2% 7% 1% 775M 2014-05-31
Nordea-1 Em Market Corp Bond BI USD 2% 3% 2% 3% 6% 300M 2015-04-30
Analytics Ci Balanced FoF D 2% 5% 11% 8% 10% 676M 2015-04-30
Vontobel Sustainable Glb Ldrs S 2% 9% 16% 9% 22% 334M 2015-04-30
DB Platinum CROCI US Dividends I1D-U 2% 6% 7% 0% 16% 182M 2015-04-30
CSIF Canada Index Blue FA 2% 4% 7% 5% 15% 357M 2015-04-30
Fidelity America Y-Acc-USD 2% 5% 26% 8% 7% 4295M 2014-06-30
SEB Nordic Small Cap IC 2% 9% 22% 17% 20% 63M 2015-04-30
Oppenheimer Dividend Opportunity I 2% 6% 0% 4% 3% - 2015-04-30
iShares MSCI World Quality Factor 2% 5% 0% 5% 7% 16M 2015-04-30
HSBC FTSE All-Share Index Instl A Acc 2% 4% 7% 7% 6% 1068M 2015-04-30
Wellington Glbl Opp ex-Jap Port A Unhdgd 2% 0% 0% 0% 0% - 2015-04-30
Pictet CH I-Wld ex Sw Eqs Trkr I dy USD 2% 6% 7% 4% 11% 361M 2015-04-30
Pictet CH I-Wld ex Sw Eqs Trkr I USD 2% 6% 7% 4% 12% 361M 2015-04-30
Investec World Wide Eqty FF I 2% 11% 0% 11% 13% 3946M 2015-04-30
Old Mutual UK Specialist Equity GBP 2% 1% 1% 1% 0% 41M 2015-03-31
LO Multiadvisers - Global Eq. L/S (EUR) 2% 3% 3% 2% 2% 116M 2013-01-31
Stoxx Europe 600 Utilities THEAM EasyETF 2% 0% 12% 4% 0% 10M 2015-04-30
Starboard Option Overlay 2% 8% 27% 20% 13% - 2010-10-31
R Investments SICAV - OPAL E CC 2% 5% 2% 5% 0% 33M 2015-03-31
Montanaro European Smaller Ord 2% 10% 1% 14% 0% - 2015-04-30
F&C Capital & Income Ord 2% 4% 7% 6% 7% - 2015-04-30

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