Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
iShares iBonds Mar 2023 Corporate 3% 3% 9% 3% 8% - 2015-01-31
iShares iBonds Mar 2018 Corporate 0% 0% 2% 0% 3% - 2015-01-31
iShares iBonds Mar 2020 Corporate 1% 1% 5% 1% 6% - 2015-01-31
Amundi Fds Eq Emg Internal Demand IU-D 1% -3% 10% 1% 4% 241M 2015-01-31
Vanguard Glbl Sm Cap Idx Ins -1% 0% 1% -1% 12% 719M 2015-01-31
Fidelity Instl UK Lng Corp Bd (Grs) Inc 5% 11% 21% 5% 11% 457M 2015-01-31
Fidelity Instl Idx Lnkd Bd Inc-Gross 4% 11% 24% 4% 10% 266M 2015-01-31
Vanguard Glbl Sm Cap Idx Ins EUR 5% 10% 21% 5% 22% 637M 2015-01-31
Fidelity Instl Lng Bd Inc-Gross 7% 17% 31% 7% 11% 220M 2015-01-31
Fidelity Instl UK Corp Bd Inc-Gross 3% 7% 14% 3% 10% 781M 2015-01-31
Victory Munder Emerging Markets Sm-Cp Y 1% -4% 9% 1% 7% - 2015-01-31
RiverPark Structural Alpha Institutional 0% 0% 4% 0% 8% - 2015-01-31
MiraeAsset RP Global Dynamic Fdr Bd 1 CF 0% 0% 6% 0% 6% 4295M 2015-01-31
Neuflize High Yield International 2018 I 0% -3% 0% 0% 2% 90M 2015-01-31
Lyxor ETF S&P 500 Cappd Financ Sct C-USD -6% -3% 10% -6% 18% 1M 2015-01-31
CF Miton UK Value Opp B Instl Acc 0% 5% 11% 0% 17% 170M 2015-01-31
Ashburton Stable B3 1% 2% 7% 1% 6% 74M 2015-01-31
CF Miton UK Value Opp B Instl Inc 0% 5% 11% 0% 17% 170M 2015-01-31
JPMorgan SmartAllocation Income R6 1% 1% 5% 1% 3% - 2015-01-31
CF Miton UK Smaller Companies B Acc 0% 0% -2% 0% 26% 136M 2015-01-31
CF Miton US Opportunities B Acc 0% 5% 16% 0% 13% 99M 2015-01-31
JPMorgan Short Duration High Yield R6 0% 0% 0% 0% 2% - 2015-01-31
JPMorgan Short Duration High Yield Sel 0% -1% 0% 0% 2% - 2015-01-31
CF Miton UK Smaller Companies B Inc 0% 0% -1% 0% 26% 136M 2015-01-31
Alliance Tr Glbl Thematic Opp B Net Acc 1% 5% 9% 1% 11% - 2015-01-31
Alliance Tr Glbl Thematic Opp P Net Acc 1% 6% 9% 1% 11% - 2015-01-31
Bosera SSE Corporate Bond 30 Index ETF 1% 1% 8% 1% 4% 187M 2015-01-31
Bluefield Solar Income Fund 0% 3% 18% 0% 7% - 2015-01-31
Marlborough Bond Income P Inc 2% 4% 10% 2% 6% 21M 2015-01-31
Marlborough Global Bond P Acc 3% 5% 14% 3% 0% 77M 2015-01-31

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