Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
LO Selection - Global Alloc (GBP) PA 1% 4% 9% 4% 5% 25M 2015-03-31
JPM EU Government Bd X (acc)-EUR 1% 4% 14% 4% 9% 1767M 2015-03-31
DFA Tax-Managed US Targeted Value 1% 4% 7% 4% 10% - 2015-03-31
Generali IS Centr&East Europ Bds BX 1% 4% 7% 4% 4% 59M 2015-03-31
VF (CH) - Valiant Swiss Eqs SPI Idx Pl Z 3% 4% 12% 4% 3% 451M 2015-03-31
Nordea Pro Euro Obligaatio K 1% 4% 14% 4% 6% 1616M 2015-03-31
Nationwide Small Cap Index Instl 1% 4% 8% 4% 7% - 2015-03-31
Nordea Pro Euro Obligaatio T 1% 4% 14% 4% 6% 1616M 2015-03-31
Deutsche Real Estate Securities Instl 1% 4% 24% 4% 13% - 2015-03-31
JPM Global Dynamic C (acc)-EUR (Hdg) 0% 4% 15% 0% 3% 881M 2014-04-30
AB Global Risk Allocation I 0% 4% 9% 4% 4% - 2015-03-31
LO Selection - Global Alloc (GBP) PD 1% 4% 9% 4% 5% 25M 2015-03-31
ProShares Ultra QQQ -4% 4% 43% 4% 18% - 2015-03-31
AllianceBern Wealth Apprec Strat R 0% 4% 5% 9% 2% - 2012-10-31
Old Mutual Local Ccy Em Mkt Dbt A 0% 4% 1% 6% 1% 318M 2014-06-30
Investec Opportunity E 0% 4% 10% 4% 18% 4295M 2015-03-31
Newton Long Corporate Bd Inst 1% 4% 17% 4% 6% 285M 2015-03-31
Newton Real Return Instl Acc 0% 4% 6% 4% 7% 4295M 2015-03-31
JPMorgan Global Recovery Equity-FoF CS 0% 4% 22% 22% 7% 781M 2013-12-31
Penghua SME Bond Secs Investment Fd 1% 4% 25% 4% 10% 1186M 2015-03-31
UBS ETF (CH) - SMI® (CHF) I-dis 0% 4% 11% 4% 14% 1018M 2014-03-31
Kiwoom Korea Index Feeder Equity 1 CF 1% 4% 0% 4% 2% 4295M 2015-03-31
Sentry US Balanced Income Sr I 1% 4% 23% 11% 17% 216M 2014-09-30
JPM Total Emerging Mkts Inc X (acc)-GBP 1% 4% 9% 4% 13% 39M 2015-03-31
SC Durable Demand Equities Fund I USD 0% 4% 0% 4% 5% 96M 2015-03-31
UBS (Lux) BS Convt Glbl € GBP H I-A3-Inc 0% 4% 0% 4% 2% 2028M 2015-03-31
HiQ Invest Market Neutral Fund A Class 4% 4% 22% 7% 14% - 2013-07-31
db Commodity Booster Euro Hedged ETC 2% 4% -5% -2% 0% 3M 2013-08-31
iPath® Bloomberg Cotton SubTR ETN -3% 4% -26% 4% -2% - 2015-03-31
NEF Energy Diversified 5% 4% 16% 3% 0% - 2012-10-31

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