Funds performance table by strategy

help icon
fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
Schwab US Dividend Equity ETF™ 2% 4% 14% 12% 19% - 2014-11-30
ZRITC Peng Cheng Trust 2 2% 18% 3% 17% -6% - 2014-09-30
Alpine Global Consumer Growth Instl 2% 0% 1% 0% 7% - 2014-11-30
Oppenheimer Capital Appreciation I 2% 4% 19% 15% 20% - 2014-11-30
SLI MyFolio Managed Income IV Inst Acc 2% 2% 8% 8% 11% 14M 2014-11-30
Newton UK Opportunities Instl 2% 2% 11% 9% 10% 373M 2014-11-30
BlackRock Glbl Alloc Eq Bal-FoF Cw Hdgd 2% 0% 6% 5% 0% 4295M 2014-11-30
Wakefield Managed Futures Strategy I 2% 2% 2% 4% 0% - 2014-11-30
Threadneedle (Lux) UK Equities IG 2% 0% 6% 4% 14% 120M 2014-11-30
Henderson Multi-Manager Managed B Acc 2% 2% 5% 4% 0% 411M 2014-11-30
Merestone Partners LP 2% 6% 10% 10% 8% 80M 2013-12-31
Duemme SICAV Global Convert Plus I Inc 2% 0% 4% 3% 2% 72M 2014-11-30
MFS® Meridian Prudent Wealth I1 GBP 2% 5% 7% 8% 8% 1172M 2014-11-30
ING (L) Invest US Growth Z USD Acc 2% 5% 17% 14% 21% 428M 2014-11-30
William Blair SICAV Glbl Leaders Z USD 2% 4% 20% 5% 15% 38M 2014-08-31
Danske Invest Engros USA 2% 1% 21% 21% 14% 2767M 2013-10-31
Boston Company Glo HealthCare Alp Opp Fd 2% 6% 9% 5% 10% 6M 2014-10-31
UBS ETF (LU) MSCI United Kingdom acc 2% -1% 4% 2% 6% 460M 2014-11-30
UBS ETF (LU) MSCI United Kingdom dis 2% -1% 4% 2% 4% 460M 2014-11-30
Hollard Prime Property D 2% 12% 29% 26% 25% 92M 2014-11-30
Sarasin EquiSar Glbl Theme Stg Hdg I Inc 2% 2% 9% 8% 11% 93M 2014-11-30
JPM Em Mkts Infrastruct Eq X (dist)-GBP 2% 0% -2% -5% -3% 45M 2013-09-30
Stratton Street Japan Synth War Hgd USD 2% -6% 0% -2% -2% 12M 2014-10-31
IOOF MultiMix W Intl Property Trust 2% 7% 21% 20% 17% 133M 2014-11-30
AB SICAV Concentrated Glol Eq S1 EUR Acc 2% 2% 0% 0% 14% 8M 2014-11-30
Candriam Quant Eqs Europe Z EUR Acc 2% 1% 9% 7% 3% 844M 2014-11-30
Threadneedle Amer Ext Alp R EUR 2% 8% 19% 19% 10% 881M 2014-11-30
SLI China Equities D Acc GBP 2% 4% 9% 11% 5% 115M 2014-11-30
Threadneedle (Lux) UK Equities ZGH 2% 0% 6% 3% 13% 120M 2014-11-30
CAPB Funds Europe Value G 2% 0% 0% 0% -1% - 2014-11-30

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