Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytdsort icon Inception Net assets Return Date
William Blair Global Leaders Instl 5% 3% 8% 5% 13% - 2015-02-28
MainStay Large Cap Growth R6 6% 3% 13% 5% 22% - 2015-02-28
Old Mutual UK Equity R Acc 3% 4% 4% 5% 9% 482M 2015-02-28
GAM Star Barclays Divers Alts Ins SEK 1% 5% 9% 5% 5% 608M 2015-02-28
Tortoise Select Opportunity Instl 6% 2% -5% 5% 2% - 2015-02-28
Vanguard Glbl Sm Cap Idx InstlPlsGBP Acc 3% 6% 0% 5% 8% 537M 2015-02-28
Vanguard Glbl Sm Cap Idx InstlPlsGBP Inc 3% 6% 0% 5% 7% 537M 2015-02-28
Schwab US Large-Cap Growth ETF™ 6% 4% 18% 5% 17% - 2015-02-28
CFS Wholesale Future Leaders 9% 0% 20% 5% 9% 671M 2013-07-31
Nuveen CT Dividend Advantage Muni 3 0% 2% 12% 5% 5% - 2012-06-30
BlackRock Enhanced Cap & Inc 6% 5% 12% 5% 8% - 2015-02-28
SIM Australian Fixed Interest Trust 0% 2% 6% 5% 6% - 2014-07-31
Danske Invest Norske Aksjer Inst II 2% 8% 13% 5% 8% 4295M 2015-02-28
Convictions Premium S 2% 4% 5% 5% 5% 202M 2015-02-28
Northern Institutional Interm Bond A 0% 2% 7% 5% 5% - 2012-09-30
TIAA-CREF Enh Lg Cp Gr Idx Inst 6% 4% 14% 5% 8% - 2015-02-28
JPMorgan Tax Aware US Equity I 3% 12% 20% 5% 0% - 2011-02-28
MainStay Large Cap Growth I 6% 3% 13% 5% 10% - 2015-02-28
iShares MSCI ACWI ex US 5% 1% 0% 5% 1% - 2015-02-28
Fidelity Advisor® Equity Growth Instl 5% 3% 8% 5% 11% - 2015-02-28
JPMorgan Taiwan X (acc) - USD 3% 3% 0% 5% 0% 240M 2015-02-28
JM Short Term Instl Dl Div 0% 0% 5% 5% 3% 1813M 2012-10-31
The Firecrest International Fund USD 0% 1% 5% 5% 12% - 2014-12-31
Alias Inv Lyxor CTA Long Term Idx IU 3% 6% 14% 5% 0% 5M 2014-09-30
GS Gr & Em Mkts CORE Eq IO Close GBP Acc 0% 0% 18% 5% 2% 205M 2015-02-28
ALPS/GS Mom Bldr Gr Mkts Eq& US Trs ETF 2% 7% 8% 5% -6% - 2014-07-31
SMMI Prudential Balanced 1 B2 2% 6% 16% 5% 15% 399M 2015-02-28
Investec Emerg Markets Equity S Net Acc 2% 0% 0% 5% 5% 161M 2014-10-31
Ecclesiastical Amity UK C 2% 7% 4% 5% 0% 64M 2015-02-28
Morgan Stanley Inst Mid Cap Growth IS 6% 3% -1% 5% 11% - 2015-02-28

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