Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
Franklin US Focus I Acc $ 9% 5% 18% 5% 9% 33M 2015-02-28
Momentum Income Plus B1 0% 1% 6% 1% 9% 2533M 2015-02-28
Robeco US Premium Equities I USD 7% 3% 14% 3% 9% 4295M 2015-02-28
UBS (Lux) KSS Global Eqs $ IX 5% 0% 2% 3% 9% 85M 2015-02-28
SWIP Sterling Index Linked Bd C Acc 0% 8% 22% 0% 9% 28M 2012-01-31
Optimum Small-Mid Cap Value Instl 6% 2% 0% 1% 9% - 2015-02-28
Threadneedle Em Mkt Bd Instl Grs 2 £ -1% 0% 11% 2% 9% 233M 2015-02-28
SIM Mgd Cautious FoF B2 0% 3% 13% 3% 9% 1279M 2015-02-28
Investors Mutual Small Cap 2% 6% 18% 2% 9% 20M 2015-01-31
Cove Street Capital Small Cap Val Instl 6% 4% 2% 1% 9% - 2015-02-28
Rainier Small/Mid Cap Equity Instl 5% 3% 5% 4% 9% - 2015-02-28
UBS ETF MSCI Europe Infrastructure I 0% 1% 24% 0% 9% 4M 2014-01-31
Momentum Maximum Income B4 0% 2% 8% 1% 9% 709M 2015-02-28
Schroder ISF QEP Global Quality I €Acc 5% 13% 34% 11% 9% 1388M 2015-02-28
Marquis Balanced Income Portfolio Ser I 2% 3% 11% 2% 9% 297M 2015-01-31
Threadneedle Glbl Select USD X N Acc 6% 2% 7% 3% 9% 1243M 2015-02-28
JPM Aggregate Bond X GBP Inc 1% 3% 9% 1% 9% 1200M 2015-01-31
M&G Global Basics I Acc -1% 1% 0% 0% 9% 2553M 2014-12-31
M&G Global Basics I Inc -1% 1% 0% 0% 9% 2553M 2014-12-31
Hillsdale US Performance Equity -4% -2% 1% -4% 9% - 2015-01-31
JPM US Select Equity C EUR Acc Hdgd -1% 4% 21% 0% 9% 1928M 2014-04-30
BlackRock Australian Equities PST 3% 6% 15% 3% 9% 574M 2013-01-31
Abax Diversified Income Prescient B3 2% 3% 8% 4% 9% 370M 2013-08-31
SMM Institutional All Bond 3 B6 -2% 1% 14% 3% 9% 410M 2015-02-28
Franklin Asian Flex Cap I YDis $ -1% 8% 25% 3% 9% 24M 2011-05-31
JPMorgan Asia Pac ex-Jap Eq X (acc)-USD -1% -6% 6% -4% 9% 177M 2013-08-31
Wanger International Select 1% -1% -8% 2% 9% - 2015-02-28
Degroof DBI-RDT EMU Behavioral Value I 0% -2% 9% 2% 9% 16M 2014-09-30
BC Capital Fund C, LLC 4% 12% 2% 4% 9% - 2012-01-31
ETFS Dow Jones Global Select Div GO ETF -2% 0% 20% 7% 9% 5M 2014-07-31

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