Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inceptionsort icon Net assets Return Date
SWIP Pan-European Sm Comp J 7% 4% -6% 7% 10% 156M 2012-01-31
American Century Real Estate Instl 9% 6% 19% 24% 10% - 2014-10-31
PIMCO Income Adm 0% 1% 8% 8% 10% - 2014-10-31
First Trust Mega Cap AlphaDEX® ETF 0% 0% 11% 6% 10% - 2014-10-31
Zritc Millestone Rotor 4 7% 12% 23% 20% 10% - 2014-09-30
Robeco Global Stars Equities I EUR 2% 10% -2% 7% 10% 165M 2012-02-29
SLI MyFolio Multi-Man Income IV Inst Inc 0% 0% 3% 2% 10% 11M 2014-10-31
Russell Focused Cdn Equity Pool Sr E -1% -3% 8% 6% 10% 138M 2014-10-31
Threadneedle Latin Amer Ret Net GBP 0% 5% -5% 1% 10% 531M 2014-06-30
Indus Emerging Markets Fund -8% -15% -19% 0% 10% - 2012-05-31
iShares S&P/TSX Capped Financials 0% -1% 15% 11% 10% 932M 2014-10-31
Amundi ETF MSCI World Financials USD A/I 1% 0% 6% 2% 10% 123M 2014-10-31
First Quadrant Global Risk Bal A GBP 1% 5% 11% 5% 10% - 2013-03-31
Outer Islands Capital LP -3% 2% 30% 17% 10% 61M 2014-09-30
Invesco Perpetual UK Smaller Ord 0% -1% 3% -1% 10% - 2014-10-31
CFS FC W PSup-CFS W Aus Share-Core 4% 0% 23% 11% 10% - 2013-07-31
Templeton Dragon Fund Common 0% -3% 0% 3% 10% - 2014-10-31
Janus Aspen Overseas Instl 0% -6% -1% -4% 10% - 2014-10-31
Ivy Global Natural Resources Y 2% 2% 8% 8% 10% - 2013-12-31
Vitruvius European Equity BI EUR -1% 0% 1% 0% 10% 143M 2014-10-31
Columbia Mid Cap Growth Opportunity R4 -1% 2% 30% 7% 10% - 2011-05-31
AMG Managers Cadence Mid Cap Service 1% 3% 13% 6% 10% - 2014-10-31
Intrepid Small Cap Instl 0% 0% 3% 2% 10% - 2014-10-31
AMG Managers Cadence Emerging Coms Svc 6% 6% 2% -4% 10% - 2014-10-31
Aberdeen Small Cap Inst 6% 5% 9% 3% 10% - 2014-10-31
Momentum International Balanced FF B1 -4% -2% 9% 3% 10% 289M 2014-10-31
LTE FUND II LTD 0% 0% 5% 1% 10% - 2013-10-31
LTE FUND II LLC 0% 0% 5% 1% 10% - 2013-10-31
MIDAS Blue Chip Dividend Equity 1 CI 2% 6% 0% 0% 10% 4295M 2014-08-31
AXA WF Frm Global ex US IC USD -5% -3% 3% -5% 10% 23M 2014-01-31

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