Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Rockefeller Equity Allocation Instl 0% 0% 0% 0% 2% - 2015-02-28
SPDR® S&P 500 Buyback ETF 0% 0% 0% 0% 3% - 2015-02-28
Siitnedif Spanish Banking Opport. A FIL 0% 0% 0% 0% 0% 15M 2015-01-31
JPMorgan Multi-Manager Alternatives Sel 1% 2% 0% 2% 3% - 2015-02-28
JPMorgan Multi-Manager Alternatives R6 1% 2% 0% 2% 3% - 2015-02-28
AXA WF Glbl SmartBeta Equity I-C EUR 5% 0% 0% 0% 8% 142M 2015-02-28
FT AccuZins IA 0% 0% 0% 0% 0% 135M 2015-02-28
FT UnternehmerWerte IA 0% 0% 0% 0% 0% 49M 2015-02-28
FT EuroZins K IA 0% 0% 0% 0% 0% 76M 2015-02-28
AXA WF Glbl SmartBeta Equity ZI-C GBP 2% 0% 0% 4% 7% 107M 2015-02-28
BlackRock Basic Value K 0% 0% 0% 0% 0% - -
AXA WF Glbl SmartBeta Equity ZI(H)-C CHF 0% 0% 0% 0% 9% 148M 2015-01-31
UBS (Lux) BS Convt Glbl € CHF H I-A1-acc 2% 0% 0% 0% 2% 2810M 2015-02-28
JPM Global Focus X JPY Acc 7% 3% 0% 4% 22% 4295M 2015-02-28
JPM US Smaller Coms I acc perf EUR H 5% 4% 0% 2% 11% 487M 2015-02-28
JPM Global Bond Opps I USD Acc 1% 1% 0% 2% 2% 418M 2015-02-28
JPM Global Bond Opps I €H Acc 1% 1% 0% 2% 2% 370M 2015-02-28
JPM Global Focus X USD Acc 5% 3% 0% 4% 0% 2045M 2015-02-28
JPM Global Uncons Eq I (acc) JPY 7% 2% 0% 2% 21% 4295M 2015-02-28
JPM Japan Market Neutral I (acc)- JPY 0% -3% 0% -3% -3% 4295M 2015-02-28
JPM Emerging Markets Debt X USD Acc 0% 0% 0% 1% 0% 1852M 2015-02-28
JPM Europe Dynamic I (acc)-USD Hdg 5% 8% 0% 10% 8% 1368M 2015-02-28
JPM Global Focus X CHF Acc 7% 1% 0% 0% 1% 1882M 2015-02-28
CI Cambridge US Dividend Registered I 2% 0% 0% 2% 2% - 2015-01-31
CI Investment Grade Bond Fund I 2% 0% 0% 2% 2% - 2015-01-31
BlueBay Emerg Mkt Abs Ret Bd ICAD(ACDiv) 0% 0% 0% 0% 0% 106M 2015-02-28
BlueBay Emerg Mkt Abs Ret Bd I EUR 0% 0% 0% 0% 0% 74M 2015-02-28
JPM Emerg Mkts Strat Bd X USD Inc 1% 0% 0% 1% 0% 296M 2015-01-31
JPM Global Corp Bd X GBP(Hdg) Inc 0% 2% 0% 2% 3% 2666M 2015-02-28
JPM Managed Reserves I (acc) - RMB Hdg 0% 1% 0% 0% 1% 4295M 2015-02-28

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