Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Franklin LifeSmart™ 2025 Retire Trgt R6 1% 4% 8% 3% 11% - 2015-04-30
Swiss Capital Modus Agility Fund C 1% 4% 9% 9% 1% - 2013-12-31
db x-trackers S&P/ASX 200 (DR) 1C -1% 4% 9% 8% 4% 121M 2015-04-30
SPDR® S&P/ASX 200 ETF -1% 4% 9% 8% 8% - 2015-04-30
Key Europe SEK 0% 4% 8% 4% 2% - 2013-03-31
Argonaut Global Macro Fund Ltd -2% 4% 8% 6% 6% 606M 2015-04-30
Lycos Asset Management SMAs 3% 4% 5% -2% 13% - 2015-04-30
Standard Life SICAV Euro Gov Bd D 0% 4% 15% 4% 4% 0M 2013-06-30
EV Tax-Managed Buy-Write Inc 1% 4% 9% 2% 8% - 2015-04-30
Franklin Strategic Conservative I Dis € 1% 4% 12% 4% 4% 28M 2015-02-28
William Blair Emerging Mkts Growth I 4% 4% 9% 7% 9% - 2015-04-30
First Active Kl.III (LAMP) 0% 4% 9% 7% 5% 2333M 2012-08-31
MFS® Growth Allocation I 0% 4% 6% 3% 8% - 2015-04-30
Aberdeen Global World Equity Z2 3% 4% 0% 3% 4% 2158M 2015-04-30
Dreyfus Large Cap Growth I 0% 4% 18% 4% 6% - 2015-04-30
HSBC S&P 500 ETF 0% 4% 12% 1% 14% 2012M 2015-04-30
iShares Asia Developed Real Estate 3% 4% 8% 6% 0% - 2015-04-30
Stralem Equity Instl 2% 4% 7% 1% 5% - 2015-04-30
NZAM Global 2% 4% 4% 3% 4% - 2014-11-30
PSG Wealth Moderate FoF C 2% 4% 11% 6% 9% 4295M 2015-04-30
PIMCO RealPath™ 2045 Administrative 1% 4% 6% 4% 8% - 2015-04-30
AXA WF Frm LatAm FC EUR -3% 4% -7% -12% -3% 7M 2013-11-30
SC US Equities Passive Fund S 0% 4% 12% 2% 18% 203M 2015-04-30
BlackRock LifePath® Active 2030 Instl 1% 4% 6% 3% 11% - 2015-04-30
Sanlam Value Institutional B3 5% 4% 16% 9% 20% 1815M 2015-04-30
Commerzbank ETN 1x DJIAF Daily Long -3% 4% 34% 7% 21% 0M 2015-04-30
Old Mutual High Yield Opp B 5% 4% 12% 8% 17% 3335M 2015-04-30
Sarasin EquiSar UK Thematic I Inc 1% 4% 3% 7% 9% 52M 2015-04-30
MS INVF European Equity Alpha Z GBP C 0% 4% 6% 9% 7% 800M 2015-04-30
BNPP L1 Diversified World High Grwth P D 0% 4% 4% 0% 5% 33M 2014-04-30

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