Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
Eaton Vance Growth I 3% 4% 18% 9% 8% - 2015-07-31
BNY Mellon US Dynamic Val C EUR 2% 2% 33% 12% 8% 94M 2015-07-31
Investec GSF Global Franchise S Acc 5% 3% 11% 10% 8% 1964M 2015-07-31
Chesapeake Growth Instl 2% 3% 13% 9% 8% - 2015-07-31
Reliance Interval Mn Ser II Instl Gr 1% 2% 8% 5% 8% 446M 2013-07-31
Vanguard Energy ETF -8% -16% -28% -12% 8% - 2015-07-31
Symmetry Cnsrv Port J 1% 1% 6% 4% 8% 931M 2015-07-31
AllianzGI Retirement 2035 P 0% -1% 0% 1% 8% - 2015-07-31
Barclays Capital Radar F USD 0% 0% 2% 3% 8% 4M 2013-06-30
Matthews Emerging Asia Institutional 1% 0% 5% 1% 8% - 2015-07-31
Fidelity Instl Idx Lnkd Bd Inc-Gross 2% 0% 16% 1% 8% 261M 2015-07-31
Delaware Tax-Free CO Institutional 0% 0% 4% 0% 8% - 2015-07-31
GRK Domestic Fund 0% 1% 4% 0% 8% - 2015-04-30
Bendigo Defensive Index 1% 0% 6% 3% 8% 102M 2015-07-31
Mercer High Growth - MSIT 2% 1% 11% 7% 8% - 2015-07-31
AMG Frontier Small Cap Growth Service 0% 2% 18% 6% 8% - 2015-07-31
KBC Bonds Corporates Euro B Acc 1% -1% 2% 0% 8% 904M 2015-07-31
PIMCO GIS Div and Inc Bldr Inst $ Acc 0% -3% 1% 1% 8% 129M 2015-07-31
Neuberger Berman HY Bd EUR I Acc 0% -2% 0% 0% 8% 4295M 2015-07-31
L&G Multi-Index 7 I Acc 0% -3% 6% 4% 8% 38M 2015-07-31
SWC (CH) REF Switzerland indirect (II) P 4% -2% 13% 6% 8% 57M 2015-07-31
SPDR® MSCI Europe IndustrialsSM ETF A/I 3% 0% 2% 0% 8% 12M 2014-11-30
XACT Consumer ETF 4% 2% 17% 2% 8% - 2014-05-31
DB Equilibria Japan Fund JPY 0% 0% -1% 0% 8% 4295M 2012-02-29
CFS FC WS Inv-Ausbil W Aus Active Equity 5% 0% 26% 13% 8% 448M 2013-07-31
Parvest Global Environment I 0% -1% 20% 12% 8% 397M 2015-07-31
Acropole Convertibles Optimum 2015 I 0% 0% 2% 0% 8% 106M 2014-04-30
CF Ruffer Total Return S Acc 0% -1% 10% 4% 8% 3084M 2015-07-31
Thornburg International Growth I 1% -2% 0% 7% 8% - 2015-07-31
JPMorgan India Trs Sup Instl Gr 0% 2% 9% 8% 8% 4295M 2012-10-31

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