Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
SMM Institutional Positive Return 3 B7 1% 4% 0% 8% 10% 1166M 2014-06-30
ZIF Aktien Emerging Markets CHF E3 0% 4% 4% 5% 0% 454M 2014-06-30
AllianceBern Value I 2% 4% 23% 7% 4% - 2014-06-30
Capital Group Canadian Focused Equity H 4% 4% 27% 10% 5% 45M 2014-06-30
JPMorgan Tax Aware Equity Instl 2% 4% 26% 6% 7% - 2014-06-30
Handelsbanken Active 100 A I 0% 4% 21% 7% 20% 15M 2014-06-30
iShares MSCI World UCITS (Inc) 1% 4% 23% 6% 6% 4295M 2014-06-30
iPath S&P GSCI Energy Index TR (DE) ETN 3% 4% 12% 5% 3% 0M 2014-06-30
Canoe EIT Income 1% 4% 26% 11% 8% - 2014-06-30
Sanlam Multi Mgd Aggressive FoF C1 1% 4% 22% 7% 14% 113M 2014-06-30
Transparent Value Large-Cap Core I 3% 4% 25% 6% 15% - 2014-06-30
Amundi Fds Eq US Relative Value IU-D 3% 4% 23% 6% 5% 757M 2014-06-30
Fidelity® Series All-Sector Equity F 2% 4% 26% 7% 18% - 2014-06-30
iShares Morningstar Multi-Asset Income 0% 4% 13% 10% 8% - 2014-06-30
DFA World Core Equity Institutional 2% 4% 24% 6% 18% - 2014-06-30
iShares S&P Timber & Forestry (DE) -1% 4% 24% 9% 0% 100M 2013-04-30
SC US Equities Passive Fund B 2% 4% 25% 6% 21% - 2014-06-30
Pictet CH-Global Equities-I dy USD 1% 4% 23% 6% 6% 378M 2014-06-30
UBS (Lux) EEF Glbl Bd $ CHFH I-X Acc 0% 4% 0% 6% 3% 1546M 2014-06-30
ING(L) Renta Fd EM Dbt LB I EUR Inc 0% 4% -2% 7% 3% - 2014-06-30
Sasfin MET Prudential A1 1% 4% 15% 4% 9% 470M 2014-06-30
Oasis General Equity B 1% 4% 30% 13% 19% 526M 2014-06-30
Analytics ACi Balanced FoF B 1% 4% 22% 7% 14% 689M 2014-06-30
JPM Asia Equity X (dist)-USD 1% 4% 0% 3% 6% 150M 2014-06-30
Intech Global Dividend I EUR Inc Hedged 1% 4% 21% 7% 15% 2M 2014-06-30
ABSA Large Cap B 1% 4% 32% 10% 11% 258M 2014-06-30
Franklin Mutual Quest R6 1% 4% 21% 7% 19% - 2014-06-30
JPM Global Dividend I (inc)-EUR (hedged) 1% 4% 0% 5% 9% 137M 2014-06-30
BNY Mellon Lg-Trm Global Eq W CHF HdgAcc 1% 4% 11% 3% 13% - 2014-06-30
BNY Mellon Emerging Mkts Corp Dbt W£ H 1% 4% 11% 7% 7% - 2014-06-30

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