Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Old Mutual Balanced C 2% 5% 14% 8% 12% 4295M 2015-04-30
BetaShares FTSE RAFI Australia 200 ETF -1% 5% 11% 9% 14% - 2015-04-30
Harris Associates Glbl Eq Fd S/A GBP -2% 5% 15% 4% 10% 826M 2015-04-30
CS (Lux) Asia Consumer Eq EB USD 1% 5% 5% 5% 6% 30M 2015-03-31
KDB Pension Fund Index PF Equity 22 3% 5% 4% 7% 1% 4295M 2015-04-30
Ashmore EM Global Equity I CHF 2% 5% 14% 2% 0% 33M 2014-06-30
Lyxor ETF PEA Sth Afr (FTSEJSE Top40) C€ 2% 5% 0% 15% 17% 6M 2015-04-30
First Asset US & Can Lifeco Inc ETF Comm -2% 5% 0% 1% 5% 127M 2015-04-30
QV Equities Limited 0% 5% 0% 5% 0% - 2015-04-30
IM Trust US Alpha+ B 0% 5% -11% -2% -2% 5M 2015-04-30
Hatteras Core Alternatives Offshore Fund 2% 5% 8% 8% 2% - 2013-12-31
SPDR® S&P Pharmaceuticals ETF -4% 5% 29% 8% 18% - 2015-04-30
Valu-Trac Strategic Composite 2% 5% 4% 1% 4% - 2014-06-30
Pioneer Fds US Fundamental Gr I EUR ND -3% 5% 43% 10% 23% 1834M 2015-04-30
JPM US Equity D (acc)-USD 0% 5% 17% 0% 3% 492M 2014-04-30
JPM Balanced Total Return I Acc 2% 5% -2% 4% 2% 10M 2012-02-29
JPMorgan Large Cap Growth Select 0% 5% 19% 4% 8% - 2015-04-30
Highland Premier Growth Equity Y 0% 5% 19% 2% 8% - 2015-04-30
Arrowstreet Emerging Markets 0% 5% 7% 7% 3% 708M 2014-12-31
Wells Fargo Advantage C&B Lg Cap Val Adm 0% 5% 11% 1% 7% - 2015-04-30
Neuberger Berman Glb Disc Gr EUR Instl 1% 5% 16% 9% 3% 8M 2014-09-30
Touchstone Growth Allocation Instl 1% 5% 7% 4% 6% - 2015-04-30
iShares S&P Mid-Cap 400 Value 0% 5% 10% 2% 10% - 2015-04-30
iShares Global Telecom 5% 5% 6% 7% 5% - 2015-04-30
Danske European Equity Absolute Fund 0% 5% 6% 9% 6% - 2015-04-30
NewFunds MAPPS Growth ETF 3% 5% 16% 9% 16% 25M 2015-04-30
JH Hedged Equity & Income Fund 2% 5% 2% 4% 6% - 2015-04-30
AdvisorShares Meidell Tacticl Advtge ETF 0% 5% 8% 3% 6% - 2015-04-30
SBRO BCI Balanced FoF A1 2% 5% 14% 6% 14% 848M 2015-04-30
Fidelity Advisor® Electronics I 0% 5% 29% 3% 3% - 2015-04-30

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