Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
Ashburton Stable B1 0% 1% 5% 2% 7% 75M 2015-06-30
JHancock Small Cap Value I 2% 0% 10% 4% 7% - 2015-06-30
BlackRock CoRI 2015 Institutional -2% -5% 4% -2% 7% - 2015-06-30
Veri Multi Asset Allocation (I) -1% -1% 7% 3% 7% 128M 2015-06-30
SLI Global High Yield Bond D Acc 0% 0% -2% 2% 7% 609M 2015-06-30
Wells Fargo (Lux) WF-US ST HY Bd I EUR -1% -3% 23% 10% 7% 47M 2015-06-30
HSBC FTSE All-Share Index Instl Acc 2% 4% 7% 7% 7% 1068M 2015-04-30
L&G All Stocks Idx Lnkd Gilt Idx I Distr -2% -3% 13% 0% 7% 1303M 2015-06-30
L&G All Stocks Idx Lnkd Gilt Idx M Distr -2% -3% 13% 0% 7% 1303M 2015-06-30
L&G Multi-Index 3 C Acc -2% -1% 7% 2% 7% 65M 2015-06-30
L&G Multi-Index 3 C Inc -2% -1% 7% 1% 7% 65M 2015-06-30
EdRF Signatures Euro High Yield I-EUR -1% -1% 1% 1% 7% - 2015-06-30
BLDRS Europe Select ADR ETF -3% 1% -7% 3% 7% - 2015-06-30
Bearing Fund LP -9% -27% -21% -27% 7% - 2012-03-31
BlueCrest AllBlue USD Ord -1% -1% 2% 0% 7% - 2015-06-30
SLI Global Absolute Ret Strat Inst Acc -1% -1% 7% 3% 7% 4295M 2015-06-30
Eaton Vance Short Duration Strat Inc I 0% 0% 3% 2% 7% - 2015-06-30
MFS® Charter Income -1% 0% 1% 1% 7% - 2015-06-30
Ibbotson Growth Trust -2% 0% 11% 6% 7% 545M 2015-06-30
Nuveen Muni High Inc Opp 0% 0% 7% 1% 7% - 2015-06-30
Swiss Helvetia Fund -3% 2% -3% 6% 7% - 2015-06-30
Federated GNMA Institutional 0% 1% 4% 4% 7% - 2014-12-31
PIMCO Diversified Inc Instl -1% 0% 0% 3% 7% - 2015-06-30
ICICI Pru S/T Instl Fr Div 0% 0% 7% 2% 7% 4295M 2015-06-30
AllianzGI Income & Growth Institutional -1% 0% 2% 2% 7% - 2015-06-30
Morgan Stanley Inst EMkts Domc Dbt I -1% -2% -16% -6% 7% - 2015-06-30
Lazard International Strategic Eq Instl -1% 1% -1% 6% 7% - 2015-06-30
Vanguard Global Stock Idx Ins EUR -3% -3% 24% 11% 7% 4295M 2015-06-30
Threadneedle Pan Eurp Eq Div IN GBP -2% 1% 8% 8% 7% 66M 2015-04-30
Wells Fargo Advantage Endeavor Select I -1% 0% 5% 2% 7% - 2015-06-30

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