Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Perkins Small Cap Value L -1% 5% 10% 1% 12% - 2015-04-30
HC Sequel Global Opportunities A Acc 0% 5% 16% 6% 6% 11M 2015-04-30
Ashmore EM Sovereign Debt I USD Inc 3% 5% 4% 5% 6% 314M 2015-04-30
MainStay Retirement 2050 I 1% 5% 9% 3% 5% - 2015-04-30
Listed Index Fund Aust S&P/ASX200 A-REIT 2% 5% 26% 2% 17% 4007M 2015-04-30
TIAA-CREF Lifecycle Index 2055 Instl 1% 5% 9% 4% 9% - 2015-04-30
Groupama Convertibles M 0% 5% 7% 5% 6% 402M 2015-03-31
Oppenheimer Discovery I -3% 5% 14% 3% 16% - 2015-04-30
Linde Hansen Contrarian Value I 1% 5% 5% 2% 12% - 2015-04-30
Al Frank Dividend Value Adv 1% 5% 4% 2% 5% - 2015-04-30
Candriam Quant Eqs USA I EUR U Acc -3% 5% 36% 9% 20% 1210M 2015-04-30
MFS® Meridian US Value I1 EUR -3% 5% 34% 8% 23% 1307M 2015-04-30
Nuveen Symphony High Yield Bond I 2% 5% 0% 5% 8% - 2015-04-30
Fulcrum Alternative Beta Plus I GBP 1% 5% 9% 1% 4% 13M 2015-01-31
UBS Global Emerging Markets Equity K Acc 1% 5% 25% 11% 4% 505M 2015-04-30
Royce Premier Invmt -1% 5% -2% 0% 11% - 2015-04-30
CS (Lux) Global Dividend Plus Eq DB USD 3% 5% 4% 3% 9% 125M 2015-04-30
Wells Fargo (Lux) WF-US Prem Gr I EUR -4% 5% 43% 11% 22% 83M 2015-04-30
PIMCO GIS US Fdmtl Idx StkPLUS Ins € Inc -3% 5% 35% 9% 28% 355M 2015-04-30
Franklin Flex Cap Growth Adv -1% 5% 13% 4% 8% - 2015-04-30
Generali Komfort Strategie 30 2% 5% 10% 2% 4% 30M 2015-01-31
Pareturn Barwon Lstd Pr Eq U Ins USD Acc 3% 5% 1% 3% 12% 54M 2015-04-30
Sio Partners LP 5% 5% 1% 3% 12% - 2015-04-30
SPDR® Russell Small Cap Completeness ETF -1% 5% 11% 3% 9% - 2015-04-30
UBS Bloomberg CMCI Lead USD ETC -2% 5% 27% 4% 0% - 2011-07-31
PIMCO GIS Emerg Mkts Bd Inst USD Acc 2% 5% 3% 4% 10% 4295M 2015-04-30
Henderson Japan Capital Growth I 1% 5% 1% 1% 0% 35M 2014-11-30
Cap Int EM Total Opportunities Cd 0% 5% 19% 3% 7% 595M 2011-05-31
MFS® Lifetime® 2040 I 1% 5% 7% 4% 6% - 2015-04-30
Loomis Sayles US Research Fd I/A EUR -4% 5% 35% 10% 8% 631M 2015-04-30

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