Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
iShares Core S&P 500 (AU) 5% 11% 31% 7% 8% - 2015-02-28
Concordia Ltd G Multi-Str Fd 0% 0% -1% 0% 8% - 2012-02-29
EV Tax-Managed Buy-Write Opps 4% 3% 12% 3% 8% - 2015-02-28
Hanxing Investment Fd Ord 4% 18% 11% 14% 8% 3257M 2014-11-30
RiverSource Partners Intl Select Gr R4 0% 4% 22% 0% 8% - 2011-01-31
Transamerica Asset Allc Moderate I 2% 2% 5% 2% 8% - 2015-02-28
Fidelity AW Pacific I 3% 7% 14% 3% 8% 29M 2013-01-31
PIMCO Investment Grade Corp Bd Instl 0% 1% 8% 2% 8% - 2015-02-28
Western Asset Core Plus Bond IS 0% 1% 6% 1% 8% - 2015-02-28
iShares Global Energy 5% -1% -11% 0% 8% - 2015-02-28
iShares EURO STOXX Mid 7% 14% 15% 16% 8% 181M 2015-02-28
Barclays Port SICAV GlobalBeta 1 I£ Inc 0% 0% 4% 0% 8% 25M 2011-03-31
Fotic Huili Selected 9 15% 8% 44% 15% 8% - 2015-01-31
ICAP Absolute Return Composite -3% -2% -3% -3% 8% - 2015-01-31
SIM Active Income B4 0% 1% 8% 1% 8% 4295M 2015-02-28
NVIT Mid Cap Index Y 0% 2% 21% 2% 8% - 2014-03-31
SF Metropolis Value Institutional Inc 3% 6% 10% 5% 8% - 2015-02-28
Boston Trust Equity 5% 0% 10% 0% 8% - 2015-02-28
Peridiem U.S. High Yield Fixed Income Fd 0% -3% 1% 1% 8% - 2014-11-30
PineBridge Global Emerg Mkts Foc Eq Y 3% -2% 0% 4% 8% 32M 2015-02-28
Coronation Strategic Income B4 0% 1% 9% 1% 8% 4295M 2015-02-28
Schroder Instl Index Linked Bond I Inc -4% 0% 17% 0% 8% 126M 2015-02-28
Alerian Energy Infrastructure ETF 2% -4% 6% -4% 8% - 2015-02-28
BakerAvenue Opportunities Fund LP 4% 3% -8% -8% 8% 26M 2014-12-31
Delaware Tax-Free Idaho Institutional -1% 1% 6% 0% 8% - 2015-02-28
EuroPac International Dividend Income I 2% 0% 0% 2% 8% - 2015-02-28
MassMutual Premier Small Cap Opps I 6% 4% 0% 1% 8% - 2015-02-28
New Millennium Augustum Market Timing I 2% 5% 8% 5% 8% - 2015-02-28
Santander Renta Fija I FI 1% 2% 9% 1% 8% 2855M 2015-02-28
KBI Instl Agri H EUR 5% 10% 21% 10% 8% - 2015-02-28

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