Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytdsort icon Inception Net assets Return Date
RidgeWorth Large Cap Core Growth Stock I 1% 6% 9% 5% 7% - 2013-02-28
SIM Value B2 -1% 0% 4% 5% 13% 3944M 2015-06-30
HSBC MSCI EM Far East ETF -4% 0% 2% 5% 4% 26M 2015-06-30
db x-trackers Stoxx Glbl Sel Div 100 1D -4% -4% 14% 5% 2% 720M 2015-06-30
First Trust Small Cap Gr AlphaDEX® ETF 2% 0% 5% 5% 11% - 2015-06-30
Canara Robeco Intrvl Ser 2 Qt 2 Retl Div 0% 2% 7% 5% 5% 1458M 2011-08-31
Amundi Fds Bd US Opport Core Plus SU-C 1% 2% 6% 5% 6% 103M 2012-07-31
Reliance Money Mgr Retl Qt Div 0% 1% 7% 5% 6% 4295M 2011-09-30
Barometer Global Equity Pool Class A 0% 4% 5% 5% 0% 19M 2014-12-31
Dunham Appreciation & Income N 0% 1% 4% 5% 6% - 2015-06-30
Ruffer SICAV Total Return Intl I GBP Acc -1% 0% 12% 5% 6% 1152M 2015-06-30
Oona Solutions TR Konzept I1C 0% 0% 5% 5% 4% 125M 2015-06-30
Old Mutual Balanced B1 0% 0% 9% 5% 15% 4295M 2015-06-30
BTG Multi Ibovespa Inst FIC FIA 1% 2% 1% 5% 2% 27M 2015-06-30
Caixa DME FI RF C Priv LP 0% 2% 11% 5% 11% 1M 2015-06-30
New Capital Wealthy Nat Bd USD/CNY H Int -1% 0% 5% 5% 7% 883M 2015-06-30
Ashmore SICAV 3 Multi Strategy Instl GBP -1% 5% 0% 5% 5% 50M 2015-06-30
Auriga Investors GFE Aequitas A -3% -3% 14% 5% 10% 40M 2015-06-30
iShares Euro Inflation Link Bond 1% 5% 11% 5% 5% 59M 2015-03-31
Condor Partners, L.P. 1% 6% 20% 5% 9% - 2013-02-28
Sciens Samurai Fund (USD) 5% 6% 5% 5% 0% 41M 2010-12-31
ABS Limited Partnership 0% 0% 9% 5% 9% 457M 2015-06-30
Foyil Focused Strategy Fund INS Series 0% -1% 5% 5% 0% - 2012-07-31
Pioneer SF Euro Cv 3-5 year H EUR ND 0% 3% 6% 5% 5% 456M 2012-09-30
BT Property Investment WS -3% -3% 19% 5% 8% 319M 2015-06-30
CSF (Lux) Commodity Index Plus USD I -2% 0% 1% 5% -2% 390M 2014-05-31
AUI Conservative Growth Portfolio 0% 0% 6% 5% 6% 5M 2013-11-30
JHVIT Strategic Income Opps Trust Ser I 0% 1% 1% 5% 7% - 2012-04-30
Lazard UK Alpha Instl Acc 1% 5% 3% 5% 4% 82M 2015-02-28
KBC Life Inv Sec NLB Vita Jumpstart 3 -1% -1% 7% 5% 5% 10M 2015-06-30

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