Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytdsort icon Inception Net assets Return Date
Wilshire 5000 Total Market ETF 1% 8% 13% 6% 12% - 2013-02-28
SPDR® S&P Emerging Middle East&Afr ETF 5% 3% 5% 6% 5% - 2015-04-30
CFS FC W Pen-Principal W Property Sec 0% -6% 15% 6% 0% 61M 2013-07-31
Generali IS Euro Convertible Bonds BX 0% 2% 6% 6% 1% 129M 2015-04-30
Investec Global Equity S Acc Net GBP 1% 3% 8% 6% 14% 454M 2014-10-31
Schroder ISF QEP Glbl Act Val € Hdgd I 2% 6% 13% 6% 3% 1703M 2015-04-30
Amundi Fds Eq Glbl Clean Planet IE-C -1% 3% 4% 6% -7% 5M 2012-08-31
Momentum Capital Enhancer B4 1% 4% 13% 6% 9% 269M 2015-04-30
Zurich WS Super-Glbl Small Companies Shr 5% 0% 8% 6% 0% 0M 2012-08-31
Nextam Partners Fidela I -1% 2% 7% 6% 4% 26M 2015-04-30
Mul-Str Portf Kronos MSP Moderate I Cap -1% 2% 16% 6% 4% 827M 2015-04-30
The AMT Fund Class D 7% 7% 6% 6% 0% - 2013-12-31
Djerriwarrh Ord 0% 5% 4% 6% 0% - 2015-04-30
SIM Mgd Moderate FoF B3 1% 3% 14% 6% 14% 4127M 2015-04-30
Lyxor ETF S&P GSCI InvAgr&Liv1MoFwdC-EUR 3% 6% 1% 6% 7% 3M 2013-03-31
AB Emerging Markets Growth S1 JPY 1% 7% 28% 6% 11% 4295M 2015-04-30
Freehold Income Authorised F Net Acc 0% 1% 7% 6% 5% 162M 2014-11-30
AXA Framlington Managed Income Z GBP Acc 0% 0% 9% 6% 11% 179M 2014-09-30
Seed Equity B 0% 6% 19% 6% 26% 180M 2015-03-31
HSBC WSSF (5) Aggressive Port Instl Acc 0% 3% 12% 6% 9% 33M 2015-04-30
Nordea-1 Emerging Stars Equity BI NOK -2% 0% 0% 6% 20% 4295M 2015-04-30
Graham Proprietary Matrix Series A 1% 6% 34% 6% 9% 926M 2015-03-31
Ibbotson High Growth Trust 0% 1% 8% 6% 7% 91M 2014-11-30
Alpine Global Dynamic Dividend 1% 8% 11% 6% 8% - 2015-04-30
CSIMF Equity Small & Mid Cap Swiss DA 1% 17% 10% 6% 8% 458M 2015-04-30
Investec Glbl Divers Gr S Acc GBP Hdg 1% 0% 11% 6% 1% - 2013-07-31
Fidelity US/T Debt Instl Dl Div 0% 1% 8% 6% 4% 882M 2012-10-31
GMO Global Equity Allocation III 4% 7% 2% 6% 8% - 2015-04-30
JOHCM International Select II 6% 9% 14% 6% 9% - 2013-01-31
TD Diversified Monthly Income - I -1% -1% 6% 6% 6% 571M 2014-12-31

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