Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
Manning & Napier Target 2015 I -1% 0% 2% 0% 9% - 2015-03-31
Prescient Private Clients Managed A3 0% 3% 5% 3% 9% 7M 2015-03-31
SPDR® S&P Global Dividend ETF -3% 2% 3% 2% 9% - 2015-03-31
Ashburton Growth B3 0% 5% 14% 5% 9% 844M 2015-03-31
M&G Episode Income I Acc 0% 5% 14% 14% 9% 294M 2014-12-31
CapitalAtWork European Eq at Work I 0% 17% 17% 17% 9% 381M 2015-03-31
Principal Capital Appreciation Inst -1% 2% 12% 2% 9% - 2015-03-31
Prudential Global High Yield Bond FoF C 1% 1% 6% 1% 9% 200M 2015-03-31
VY Marsico Growth I 2% 5% 25% 4% 9% - 2014-06-30
iShares MSCI UK Large Cap -2% 3% 4% 3% 9% 15M 2015-03-31
Fidelity Advisor® Materials I -3% 0% -2% 0% 9% - 2015-03-31
CIIT-CR Trust 2 11% 16% 60% 16% 9% - 2015-03-31
BlackRock Managed Volatility Svc 1% 4% 5% 7% 9% - 2012-08-31
Newton Global Balanced X 0% 4% 5% 1% 9% 514M 2014-04-30
Pictet-Global Megatrend SelHI EUR 0% 3% 7% 3% 9% 3824M 2015-03-31
Parvest Equity USA Growth I 4% 14% 26% 26% 9% 970M 2013-11-30
UBS (CH) IF3 - Eq Switzerland II I-A1 2% 3% 10% 3% 9% - 2015-03-31
KBI Instl Water A GBP 3% 4% 6% 4% 9% 86M 2015-03-31
Loring Ward NVIT Moderate II 0% 1% 2% 1% 9% - 2015-03-31
Saga SF FIA 0% -1% 0% -1% 9% 58M 2015-03-31
Caixa Agerio FI RF 1% 2% 11% 2% 9% 191M 2015-03-31
iShares Emerging Mkts Fundamental Adv -2% 8% 8% 8% 9% 63M 2015-03-31
Guggenheim S&P 500® Eq Wt Indls ETF -1% 0% 9% 0% 9% - 2015-03-31
AlphaGen Octanis Fund Class B 0% 2% 3% 1% 9% 140M 2015-02-28
Granem Futures Fund 0% -1% -3% 0% 9% - 2014-02-28
M&G High Income ZDP 2017 0% 2% 9% 2% 9% - 2015-03-31
Cohen & Steers REIT & Preferred Income 1% 5% 23% 5% 9% - 2015-03-31
HSBC Income S/T Instl Pls Gr 0% 2% 10% 2% 9% 4295M 2015-03-31
MFS® Meridian US Value I1 GBP 2% 5% 22% 5% 9% 991M 2015-03-31
RidgeWorth Large Cap Value Equity I -2% -1% 7% -1% 9% - 2015-03-31

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