Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Invesco Value Muni Bond 1% 4% 14% 11% 7% - 2012-09-30
VY FMR Diversified Mid Cap I 6% 4% 8% 4% 9% - 2015-02-28
JHVIT American International Tr Ser I -1% 4% -13% 10% 8% - 2012-04-30
Transamerica Global Allocation I2 0% 4% 4% 2% 6% - 2013-02-28
Standard Life European Eq MoM I 0% 4% 30% 14% 7% 21M 2013-04-30
van Eyk Blueprint Listed Prp & Infr 1% 4% 20% 15% 13% - 2014-08-31
Sarasin-FairInvest Bond Universal-Fonds 0% 4% 13% 3% 3% 25M 2015-02-28
JPM Global Balanced (USD) C (acc)-USD 0% 4% 15% 7% 0% 470M 2013-05-31
Momentum Capital Enhancer B4 1% 4% 13% 4% 8% 269M 2015-02-28
Amundi Global Emergents I2 2% 4% 12% 6% 7% 343M 2015-02-28
Prudential Jennison Small Company Z 7% 4% 10% 4% 9% - 2015-02-28
Health Care Select Sector SPDR® ETF 4% 4% 23% 5% 8% - 2015-02-28
iShares North America Real Estate -3% 4% 20% 2% 6% - 2015-02-28
BGF US Basic Value X2 USD 8% 4% 13% 2% 19% 1876M 2015-02-28
Parvest Bond Euro Corporate X 0% 4% 12% 10% 5% 2289M 2012-09-30
Victory Integrity Small/Mid-Cap Value Y 6% 4% 5% 1% 12% - 2015-02-28
Groupama Index Inflation Euro M 2% 4% 10% 4% 5% 63M 2015-02-28
High Sierra Tactical Equity LP 0% 4% -16% -16% -2% - 2013-12-31
Mackenzie Cdn Lg Cap Div Cl E 2% 4% 12% 4% 12% 78M 2015-02-28
Pyxis Natural Resources Y -1% 4% 0% 0% -2% - 2012-10-31
Newton Long Corporate Bd X -3% 4% 15% 2% 7% 304M 2015-02-28
Schroder ISF QEP Global Quality I £ Inc 2% 4% 18% 4% 12% 1081M 2015-02-28
Duemme SICAV Global Convert Plus I Inc 3% 4% 6% 3% 3% 75M 2015-02-28
Oppenheimer Main Street Small Cap I 6% 4% 10% 2% 17% - 2015-02-28
Anchor MET Worldwide Aggressive Flex B 2% 4% 24% 4% 24% 86M 2014-05-31
Aeon Balanced Prescient A1 2% 4% 10% 3% 13% 66M 2015-02-28
Samsung US Dyn AA Fdr Eq Bal Cf Unhdgd 1% 4% 0% 0% 2% 1547M 2014-10-31
FP Argonaut European Income I GBP Inc 1% 4% 7% 6% 7% 181M 2015-02-28
ANZ OA PS-MoneyForLife Index Moderate NE 2% 4% 8% 3% 6% - 2015-02-28
MassMutual Select Focused Value R3 0% 4% 16% -1% 11% - 2014-04-30

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