Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Fonditalia Euro Corporate Bond T 0% 2% 8% 9% 6% 1176M 2012-10-31
MI-PLAN IP Inflation Plus 5 A1 2% 1% 8% 6% 10% 225M 2015-07-31
UBS AST 3 Global Real Estate ex CH I-A0 0% 2% 8% 3% 6% 1247M 2015-06-30
Parvest Bond World High Yield IH USD 2% 3% 8% 5% 10% 289M 2013-10-31
UBS (Lux) SIF 1 Gl Eq St Fd II CHF H I-B 3% -1% 8% 6% 9% 96M 2015-07-31
Bendigo Conservative Index 2% 1% 8% 4% 10% 287M 2015-07-31
SLI China Equities D Acc GBP -8% -17% 8% 2% 4% 109M 2015-07-31
L&G All Stocks Gilt Index M Distr 0% 0% 8% 0% 9% 951M 2015-07-31
L&G All Stocks Gilt Index I Distr 0% 0% 8% 0% 9% 951M 2015-07-31
Zephyr Global Diversified World 3 I 1% -1% 8% 5% 8% 214M 2015-07-31
Columbia Balanced R5 1% 0% 8% 3% 10% - 2015-07-31
Permal L/S Global Equity EUR B/C 0% 0% 8% 7% 1% 64M 2013-08-31
iShares Target Date 2020 -2% -1% 8% 3% 10% - 2014-09-30
BlackRock Dividend Achievers 2% 5% 8% 2% 3% - 2012-01-31
Perpetual Pure Value Share 1% 1% 8% 7% 18% 316M 2015-05-31
Janus Glbl Technology I EUR Acc Hdg 0% 0% 8% 2% 9% 64M 2015-07-31
iShares MSCI North America 1% 0% 8% 2% 6% 2676M 2015-07-31
Titan Partners, LP 4% 6% 8% 5% 0% - 2015-07-31
PSG Wealth Preserver FoF B 1% 0% 8% 5% 9% 4295M 2015-07-31
Oddo Avenir Euro B -3% -1% 8% 0% 0% 218M 2014-07-31
GAM Star Barclays Divers Alts Ins EUR 0% -1% 8% 3% 3% 83M 2015-07-31
Parvest Convertible Bond World P D -1% 0% 8% 2% 8% 2069M 2014-07-31
BNY Mellon European Credit W EUR Acc 0% 2% 8% 5% 7% 85M 2014-07-31
BNY Mellon European Credit W EUR Inc 0% 2% 8% 5% 7% 85M 2014-07-31
Catalyst/Lyons Tactical Allocation I 0% -2% 8% -1% 4% - 2015-07-31
GLG Financials Fund Class G RES 1% 3% 8% 5% 6% - 2015-07-31
Man AP Unison Series 1 USD 0% 2% 8% 9% 1% 31M 2010-09-30
KBD Capital Partners Ltd, Class B 0% 0% 8% 4% 5% 11M 2012-10-31
ICICI Pru Flexible Inc Dl Div 0% 1% 8% 7% 3% 4295M 2012-10-31
SLTM UK Corporate Bond 1% 5% 8% 3% 4% 1796M 2012-02-29

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