Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Dynasty Ci Wealth Accumulator FoF B1 -2% -2% 9% 6% 12% 283M 2014-09-30
KP Retirement Path 2035 Institutional -2% -2% 0% 0% 2% - 2014-09-30
MassMutual RetireSMART 2025 R5 -3% -2% 0% 0% 0% - 2014-09-30
Lyxor ETF MSCI Europe Small Cap DEUR A/I -1% -2% 0% 0% 0% 10M 2014-09-30
IBS Turnaround Fund 0% -2% 9% 8% 15% - 2014-09-30
db x-trackers Euro Stoxx50 DbleShtDly 1C -4% -2% -30% -17% -25% 10M 2014-09-30
Interkraft Energy Fd EURO -1% -2% -9% 0% 6% - 2012-10-31
Perinvest (Lux) Sicav Glb Div Eq A Acc 1% -2% -19% -19% 0% 26M 2011-12-31
MFS® Meridian UK Eq I1 GBP -2% -2% 0% -4% 8% 272M 2014-09-30
Acadian Wholesale Aus Equity Long Short 6% -2% 28% 12% 3% 429M 2013-07-31
L&T Tax Advantage Ser I Div 0% -2% -6% -11% 34% 32M 2011-07-31
L&T Tax Advantage Ser I Gr 0% -2% -6% -11% 34% 32M 2011-07-31
GS Glbl High Yield I EUR Hdg Cap -2% -2% 6% 2% 7% 4295M 2014-09-30
TD European Index - I 0% -2% 14% 2% 1% 82M 2014-09-30
Invesco Balanced-Risk Allc R5 -3% -2% 4% 3% 9% - 2014-09-30
BNY Mellon Global Equity I EUR Hdg -2% -2% 6% 0% 0% 282M 2014-09-30
BFI (LUX) Dynamic EUR I -4% -2% 11% 3% 0% 9M 2013-06-30
Pioneer High Yield Y -2% -2% 5% 2% 9% - 2014-09-30
Principal Real Estate Securities Inst -5% -2% 14% 14% 12% - 2014-09-30
Pictet US High Yield-I USD -2% -2% 4% 1% 8% 1243M 2014-09-30
Generali FarmacieFonds Europa 0% -2% 7% 3% 0% - 2011-09-30
Ossiam FTSE 100 Minimum Var ETF 1C GBP -2% -2% 7% 2% 14% 22M 2014-09-30
Fidelity Global High Yld I-Euro-Hdg -2% -2% 7% 3% 8% 76M 2014-09-30
Hi Holding Company Plus Equity 1 CI -1% -2% 52% 42% -12% 4295M 2009-11-30
Bridgehampton Value Strategies I -1% -2% -4% 0% 5% - 2014-05-31
AB Asia Pacific Ex-Japan Equity S USD -7% -2% 10% 6% 6% 637M 2014-09-30
Schroder ISF Emerg Europe I Inc 0% -2% -3% -4% 2% 486M 2014-09-30
MLIS York Event Driven UCITS E EUR -1% -2% 16% 5% 7% 788M 2014-09-30
GS Glbl High Yield I USD Dur Hdg -2% -2% 4% 0% 8% 4295M 2014-09-30
Momentum MoM High Growth B4 -3% -2% 12% 7% 22% 2031M 2014-09-30

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