Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
Parvest Real Estate Sec Europe P C 0% 5% 22% 16% 21% 473M 2014-07-31
LO Funds - Golden Age (EUR) S A 5% 5% 15% 5% 1% 510M 2015-02-28
LGT Sustainable Equity Global (USD) I1 2% 5% 10% 6% 16% 193M 2015-02-28
Key Europe USD 0% 5% 9% 5% 0% - 2013-03-31
UBS Bloomberg CMCI Copper USD ETC 4% 5% 37% 5% 0% - 2011-07-31
Calvert VP Russell 2000 Small Cap Idx I 5% 5% 4% 2% 7% - 2015-02-28
JPMorgan European Income Pool Ord 2% 5% 9% 7% 7% - 2015-02-28
SIM Mgd Moderate Aggr FoF B1 2% 5% 14% 4% 12% 1407M 2015-02-28
Fidelity Instl Intl Bd (Grs) Acc 1% 5% 5% 4% 5% 16M 2011-08-31
Aviva Investors Sust Fture Pan Eurp Eq I 5% 5% 20% 13% 8% 72M 2013-07-31
SIM Value B1 4% 5% 10% 4% 16% 4115M 2015-02-28
AllianceBern 2055 Retirement Strat R 0% 5% 6% 10% -2% - 2012-10-31
Eaton Vance Real Estate I -2% 5% 24% 3% 7% - 2015-02-28
AXA WF Euro 10+LT EC EUR 1% 5% -2% 5% 5% 92M 2011-09-30
Lyxor ETF S&P 500 Capped Mater Sct C-USD 7% 5% 10% 5% 13% 1M 2015-02-28
BlackRock UK Equity Tracker L Acc 3% 5% 5% 6% 7% 4295M 2015-02-28
MitonOptimal IP High Conviction Equity B 2% 5% 17% 5% 19% 109M 2015-02-28
Commerzbank ETN 15x SCHATZF Daily Long 1% 5% 8% 2% 4% - 2015-02-28
Royal London FTSE 350 Tracker Z Acc 3% 5% 6% 6% 5% 4042M 2015-02-28
Sarasin Global Higher Div Stg Hdg I Inc 3% 5% 15% 5% 13% 188M 2015-02-28
Analytics Ci Balanced FoF C 2% 5% 11% 5% 14% 669M 2015-02-28
SSgA Global Index Plus (Hedged) Trust 5% 5% 18% 5% 0% 356M 2015-02-28
NZAM ETF J-REIT Index 1% 5% 0% 0% 32% - 2015-02-28
Analytics Ci Moderate FoF M 2% 5% 0% 5% 6% 624M 2015-02-28
Analytics Ci Worldwide Flexible FoF M 4% 5% 0% 4% 2% 242M 2015-02-28
Franklin Focused Core Equity Adv 9% 5% 18% 5% 8% - 2015-02-28
M&G Episode Income I Acc 0% 5% 14% 14% 9% 294M 2014-12-31
SAAF II (CH) Long Short Equity Fund USD 1% 5% 2% 1% 1% - 2010-11-30
Friedberg Global Macro Hedge Fund Ltd -1% 5% -23% 3% 0% - 2015-02-28
ETFS Leveraged Lean Hogs (DE) ETC -8% 5% -16% -9% -26% 1M 2013-07-31

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