Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
LO Funds - Emerg Mkt Tot Ret Bd USD S 3% -8% -3% -1% 8% 4M 2011-10-31
DWS Ultra S/T Instl Dly Div 0% 1% 8% 7% 8% 4295M 2012-10-31
JPMorgan European Income Pool Ord 0% 5% 11% 11% 8% - 2015-04-30
Wells Fargo Adv Util & High Income 1% 0% 4% 0% 8% - 2015-04-30
Investec STeFI Plus Z 0% 1% 5% 2% 8% 1025M 2015-04-30
AMP Capital Future Directions High Gr A 0% 4% 16% 7% 8% 888M 2015-04-30
Bridgewater All Weather Aust S2 0% 4% 9% 4% 8% 2343M 2015-03-31
SLTM UK Inflation Linked Bd -1% 0% 19% -1% 8% 720M 2012-02-29
Ivy Core Equity Y 2% 9% 32% 32% 8% - 2013-12-31
UBS (CH) IF Eqs Switzerland IA1 0% 11% 10% 4% 8% 429M 2015-04-30
Franklin India S/T Income Instl Mn Div 0% 1% 9% 2% 8% 4295M 2015-04-30
Nordea-1 African Equity BI EUR 0% 2% 11% 8% 8% 57M 2015-04-30
Deutsche Core Equity Institutional 0% 6% 16% 4% 8% - 2015-04-30
The Global Forestry Growth Fund F GBP 0% 2% 7% 1% 8% 24M 2015-02-28
PowerShares Ultra Liquid LT Govt Bd ETF -2% -3% 16% 4% 8% 428M 2015-04-30
UTI FIIF Ser 2 Qt Intrvl VII Gr 0% 2% 8% 5% 8% 678M 2011-08-31
SIM Absolute Return Income B3 0% 1% 6% 2% 8% 972M 2015-04-30
Franklin Emg Mkt Invst Grd Dbt I Acc € -1% 1% 24% 10% 8% 43M 2015-04-30
Momentum Maximum Income B5 0% 1% 6% 2% 8% 663M 2015-04-30
Schroder ISF EMMA Dbt AbsRet I Acc 1% -1% -1% 0% 8% 4252M 2015-04-30
Aviva Investors UK Equity Income SC2 1% 0% 0% 0% 8% 942M 2014-10-31
Aviva Investors Glbl Convert Rx GBP Acc 2% 3% 3% 3% 8% 1085M 2015-02-28
Ethna-AKTIV SIA-T 0% 2% 10% 3% 8% 4295M 2015-04-30
Principal LifeTime Hybrid 2055 Instl 1% 4% 0% 4% 8% - 2015-04-30
Principal LifeTime Hybrid 2060 Instl 1% 4% 0% 4% 8% - 2015-04-30
BSI Multi Manager Directional Fund CHF M 0% 3% 0% 3% 8% 147M 2015-03-31
Aviva Investors Mlt-Strt Trgt Ret Ih £ 0% 0% 0% 3% 8% - 2015-04-30
PowerShares DWA Industrials Momentum ETF -2% 3% 1% -1% 8% - 2015-04-30
LJL Secured High Yield Income Fd I, LLC 0% 1% 6% 3% 8% - 2012-07-31
PSAM Rebound Partners LP 0% 0% -5% 0% 8% 20M 2015-03-31

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