Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
UBS Targeted Return K Acc 0% 5% 12% 5% 8% 36M 2015-03-31
NH-CA 1.5x Leverage Index Eq-Deriv Ci 3% 7% 0% 7% 8% 4295M 2015-03-31
ClearBridge Appreciation I -1% 0% 10% 0% 8% - 2015-03-31
PIMCO GIS Gl Inv Grd Crdt Adm USD Inc 0% 2% 6% 5% 8% 4295M 2014-06-30
Royal London UK All Share Tracker Z Acc -1% 4% 6% 4% 8% 519M 2015-03-31
Jabre Capital Global Bal C SGD 1% 7% 10% 7% 8% - 2015-03-31
Parvest Bond World Emerg P C 0% 3% 9% 8% 8% 447M 2014-07-31
Columbia Acorn Emerging Markets R5 -5% -4% 5% -1% 8% - 2014-09-30
JPM Access Balanced (EUR) Inst Acc 0% 5% 11% 5% 8% 1067M 2015-03-31
Newton Managed Income Instl Acc 0% 3% 7% 3% 8% 171M 2015-03-31
Artisan US Value Equity I USD Acc -2% 2% 4% 2% 8% 39M 2015-03-31
Sharpe Art 0% -4% -2% -2% 8% - 2011-11-30
MD Sass Multi-Strategy Partners LP -1% 0% 11% 1% 8% - 2011-06-30
RidgeWorth Large Cap Growth Stock I 0% 6% 15% 6% 8% - 2015-03-31
Schroder Balanced Professional 0% 5% 12% 5% 8% 1790M 2015-03-31
Robeco US Premium Equities I USD 0% 1% 10% 1% 8% 4295M 2015-03-31
Ivy Small Cap Value Y 3% 8% 33% 33% 8% - 2013-12-31
BlackRock High Income Instl -5% -5% 8% 0% 8% - 2011-08-31
Principal SmallCap Value II Instl 1% 4% 8% 4% 8% - 2015-03-31
SIP Swiss Equity Index CHF A2 2% 0% 16% 9% 8% 77M 2014-08-31
Transamerica Developing Markets Debt I2 1% 9% 12% 13% 8% - 2012-08-31
Nordea Invest Engros Abs Return Eq II 0% 9% 25% 9% 8% 4295M 2015-03-31
SSE Emerging Industry ETF 16% 36% 87% 36% 8% 240M 2015-03-31
HFT SSE non-Cyclical Industry ETF 16% 29% 95% 29% 8% 87M 2015-03-31
Nordea-1 Alpha 15 HX SEK 2% 11% 19% 11% 8% 2363M 2015-03-31
Janus Preservation Series - Global I 0% 3% 6% 3% 8% - 2015-03-31
STANLIB Income B5 0% 1% 6% 1% 8% 4295M 2015-03-31
FrontFour Capital Partners Fund LP 0% 2% -1% 2% 8% - 2015-03-31
inProp UK Commercial Property A Sep 12 0% 0% 9% 0% 8% 47M 2015-02-28
Merestone Partners LP 2% 6% 10% 10% 8% 80M 2013-12-31

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