Funds performance table by strategy

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fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Foreign & Colonial Investment Trust Ord 2% 4% 16% 5% 9% - 2015-02-28
Barclays UK Alpha S2 I Inc 3% 4% 4% 6% 5% 78M 2015-02-28
Candriam Bds Euro Government I 0% 4% 13% 3% 5% 1126M 2015-02-28
TCW Emerging Markets Equities I 1% 4% -12% 2% -6% - 2012-08-31
Vanguard FL Long-Term Tax-Exempt Adm 0% 4% 3% 4% 4% - 2011-06-30
Virtus Real Estate Securities I -3% 4% 22% 2% 5% - 2015-02-28
IOOF Capital Stable Dimension 1% 4% 9% 3% 5% 3M 2015-02-28
JPM US Select Eq Plus X acc perf USD 5% 4% 18% 2% 0% 3647M 2015-02-28
JPMorgan Small Cap Value R6 4% 4% 4% 0% 8% - 2015-02-28
SSgA Health Care Index Equity I USD 4% 4% 17% 7% 19% 63M 2015-02-28
JPMorgan Mid Cap Value Instl 4% 4% 15% 2% 13% - 2015-02-28
Baron Real Estate Institutional 4% 4% 13% 3% 22% - 2015-02-28
Putnam Retirement Ready 2020 Y 1% 4% 11% 6% 3% - 2010-10-31
Agriculture Program 1.5x 2% 4% 0% 4% 16% - 2013-03-31
Do-RM Special Situations Total Return I 1% 4% -4% 2% 6% 5M 2015-02-28
Russell Income Essentls Class Pt E 1% 4% 8% 4% 7% 652M 2015-02-28
Kairos Intl America X EUR 6% 4% 11% 4% 16% 233M 2015-02-28
Tributary Growth Opps Instl Plus 7% 4% 9% 5% 18% - 2015-02-28
My Triple Star Equity CF 3% 4% -4% -1% 1% 4295M 2013-09-30
ClearBridge Mid Cap Core I 6% 4% 9% 4% 9% - 2015-02-28
Eastspring Inv Asian HY Bd D USD 2% 4% 6% 5% 10% 160M 2014-05-31
Platinum Precious Metals USD 5% 4% -14% 5% 0% - 2015-01-31
Prime Optimal Balanced FoF B 2% 4% 11% 4% 12% 102M 2015-02-28
Aeon Balanced Prescient A2 2% 4% 10% 3% 13% 64M 2015-02-28
OYSTER US Selection I USD2 6% 4% 4% 4% 11% 288M 2015-02-28
Candriam Bds Euro Govt Invmt Grd Z 0% 4% 14% 3% 9% 531M 2015-02-28
Jupiter Distribution I Inc 0% 4% 9% 3% 10% 533M 2015-02-28
Cadiz Stable C 1% 4% 6% 3% 6% 226M 2015-02-28
MassMutual RetireSMART 2050 R3 0% 4% 14% 0% 3% - 2014-04-30
Waddell & Reed Accumulative Y 7% 4% 15% 4% 9% - 2015-02-28

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