Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
Ivy Balanced Y 1% 6% 23% 23% 8% - 2013-12-31
JPMorgan Small Cap Value R6 -2% 3% 6% 0% 8% - 2015-04-30
Mac Sentinel Strategic Inc Cl J8 0% 3% 6% 3% 8% 800M 2013-03-31
GS Europe CORE Equity I Inc 0% 7% 22% 17% 8% 199M 2015-04-30
BNY Mellon Asian Equity C GBP -4% -1% 6% 4% 8% 101M 2015-04-30
PPS Enhanced Yield A 0% 1% 6% 0% 8% 362M 2012-01-31
Pioneer Disciplined Value Y 0% 5% 9% 0% 8% - 2015-04-30
Invesco Mid Cap Core Equity Y 3% 11% 10% 11% 8% - 2013-03-31
ETFS 3x Short EUR Long GBP -2% 8% 38% 18% 8% 3M 2015-04-30
Heathley Keystone Property Fund No. 29 0% 0% 7% 3% 8% 17M 2014-09-30
BlackRock Small Cap Growth Equity Svc 4% 9% 14% 6% 8% - 2012-08-31
LWAS/DFA US High Book To Market 1% 11% 18% 8% 8% - 2013-02-28
AB Emerging Markets Growth S AUD -1% 4% 29% 11% 8% 862M 2015-04-30
Matthews Asia Funds Asia Dividend I USD 4% 5% 3% 2% 8% 749M 2014-05-31
Investec Absolute Income H 0% 1% 1% 2% 8% 1707M 2015-04-30
GMO International Equity Allc Ser R5 5% 9% -1% 9% 8% - 2015-04-30
Pictet-Global Emerging Debt I GBP -3% -1% 14% 3% 8% 4076M 2015-04-30
American Beacon Bahl&Gaynor SmCpGr Instl -3% 5% 0% 0% 8% - 2015-04-30
PIMCO GIS Income S EUR Hdg Acc 0% 2% 5% 2% 8% 4295M 2015-04-30
BlackRock ASF Ascent UK All Stks C/Bd I£ -1% -3% 9% 1% 8% 1011M 2015-04-30
Broadmark Dynmc Enhnd Eqty Alpha Strgy 0% 0% 0% -5% 8% - 2015-04-30
BMO S&P/TSX Capped Composite ETF 2% 4% 6% 5% 8% 1335M 2015-04-30
iShares Target Date 2010 -1% 0% 6% 3% 8% - 2014-09-30
Sofaer Capital Europn Hedge $ B 0% -3% 5% 0% 8% 221M 2010-06-30
Capricorn fxST 0% 0% 0% 0% 8% - 2012-12-31
CFS Wholesale Indexed Australian Share 5% -1% 23% 10% 8% 4295M 2013-07-31
Thornburg International Value I 6% 12% 13% 14% 8% - 2015-04-30
Four Plus Global FoF B 1% 4% 7% 3% 8% 204M 2012-02-29
Threadneedle Global Equity Income R4 6% 10% 31% 10% 8% - 2011-04-30
AllianzGI Retirement 2015 Administrative 0% 1% 2% 2% 8% - 2015-04-30

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