Funds performance table by strategy

help icon
fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
Schwab Fundamental Emerg Mkts Lg Co ETF 4% -2% -1% 4% 0% - 2015-02-28
KP Retirement Path 2035 Institutional 4% 2% 6% 3% 6% - 2015-02-28
Comgest Growth EAFE PLUS USD I ACC 4% 3% 9% 7% 12% 5M 2015-02-28
Bendigo Growth Index 4% 8% 15% 6% 18% 146M 2015-02-28
KBI Instl Div Pls Nrth Amer Eq B USD Inc 4% -2% 0% -1% 6% - 2015-02-28
BlackRock GIF Pacific ex Jpn Eq Index X2 4% 1% 3% 3% 5% 276M 2015-02-28
Allround QUADInvest Growth USD D 4% 2% 14% 4% 22% 82M 2015-02-28
Pictet Quality Global Equities I EUR 4% 13% 36% 10% 23% 786M 2015-02-28
Threadneedle Amer Ext Alp EUR Hdg 4% 0% 7% 0% 17% 417M 2015-02-28
Vontobel Global Equity Institutional I 4% 0% 0% 0% 7% - 2015-02-28
Lazard Glbl Mngd Volatility USDInst Acc 4% 3% 13% 3% 15% 61M 2015-02-28
GP&G Fund Dinamico RX 4% 6% -5% 4% -4% 3M 2015-01-31
Lindsell Train Global Media Fund 4% 11% 20% 4% 7% - 2011-02-28
Shah Capital Offshore Opportunity Fund 4% 2% 3% 0% 19% 216M 2011-04-30
JANA Global Share Long Short Trust 4% -1% -3% -5% -8% - 2011-10-31
Wells Fargo Advantage Social Sust Adm 4% 9% 3% 9% 5% - 2012-02-29
Convergence Core Plus Institutional 4% 1% 13% 2% 16% - 2015-02-28
Schroder ISF Glbl Eq Yield I Acc 4% 4% 10% 4% 7% 615M 2015-02-28
SSgA Health Care Index Equity I USD 4% 4% 17% 6% 19% 61M 2015-02-28
OnePath WS-Property Securities Trust 4% 15% 32% 11% 6% 41M 2015-02-28
Prifund European Equities C 4% 10% 10% 8% 7% 187M 2015-02-28
Harding Loevner International Eq Instl 4% 2% 6% 6% 6% - 2015-02-28
MassMutual Select Mid-Cap Value Adm 4% 2% 7% 1% 7% - 2015-02-28
Eurizon EasyFund Eq Oceania LTE I 4% 14% 24% 11% 6% 163M 2015-02-28
Franklin US Opportunities I Acc 4% 7% 19% 8% 19% 84M 2015-02-28
Principal LifeTime 2045 Instl 4% 2% 7% 3% 6% - 2015-02-28
Schroder ISF Glbl Eq Yield I Inc 4% 4% 10% 4% 7% 615M 2015-02-28
Destra Next Dimension I 4% -5% -8% 3% -1% - 2012-06-30
Zritc Zhier Medical 4% 11% 9% 12% 1% - 2014-09-30
Zebra Global Liquidity Return 4% -5% -8% 3% -1% - 2012-06-30

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