Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
GMO Quality IV -1% 5% 12% 12% 6% - 2014-12-31
BlackRock WS Global Eq Enhanced Index D 0% 6% 12% 11% -2% 108M 2012-10-31
Eaton Vance CA Municipal Income I 0% 1% 12% 12% 5% - 2014-12-31
Parvest Equity Europe Mid Cap I 1% 5% 12% 12% 4% 116M 2014-12-31
Fifth Third High Yield Bond I 1% 4% 12% 8% 8% - 2012-08-31
CSIF US Index Blue D 0% 4% 12% 12% 9% 2037M 2014-12-31
Wells Fargo Advantage Spclzd Tech Adm -2% 3% 12% 12% 17% - 2014-12-31
Groupama Avenir Euro V A/I 1% 8% 12% 12% 17% 382M 2014-12-31
Vanguard US Total Market ETF CAD-H 0% 5% 12% 12% 19% 282M 2014-12-31
Momentum Equity B11 -1% 2% 12% 12% 19% 2980M 2014-12-31
UBS(Irl)ETF plc-Sol Glb Oil Eq(USD)I-dis 8% 1% 12% 0% 13% 4M 2014-02-28
Satrix Balanced Index B1 0% 4% 12% 12% 12% 401M 2014-12-31
HQ OMX Double Long ETF 1% -3% 12% -3% 27% 29M 2011-03-31
iShares EURO STOXX Select Div 30 (DE) -1% 0% 12% 12% 3% 519M 2014-12-31
Wilshire 5000 Index Instl 0% 5% 12% 12% 5% - 2014-12-31
Franklin US Equity I Acc $ 0% 3% 12% 12% 6% 655M 2014-12-31
JB Inst Europe Gov Bond B2 1% 2% 12% 12% 2% 29M 2014-12-31
Vanguard Instl Ttl Stk Mkt Idx I 0% 5% 12% 12% 7% - 2014-12-31
Franklin Bissett Cdn Dividend Corp Cl R -3% -2% 12% 3% 15% 53M 2013-06-30
Alger Spectra Z 0% 3% 12% 12% 15% - 2014-12-31
SMMI Long-Term Growth Solution 7 FoF B3 1% 3% 12% 12% 11% 386M 2014-12-31
iShares US Dividend Growers(CAD-Hdg)Comm 0% 8% 12% 12% 18% 457M 2014-12-31
Dibanisa Absolute Return C 0% 0% 12% 0% 9% 63M 2013-03-31
LSV Conservative Value Equity 0% 4% 12% 12% 5% - 2014-12-31
inProp UK Commercial Property A Feb13 0% 0% 12% 11% 11% 140M 2014-11-30
GLG Alpha Select Alternative IN H JPY 3% 5% 12% 8% -1% 4295M 2013-06-30
SITI Sycomore Selected 5 -2% -3% 12% 12% 0% - 2013-12-31
iShares STOXX Europe 600 Fin Ser (DE) 0% 7% 12% 12% 6% 32M 2014-12-31
Epsilon Fund Euro Bond I 1% 2% 12% 12% 6% 1707M 2014-12-31
Vontobel Swiss Mid & Sm Cap I 0% 2% 12% 12% 0% 148M 2014-12-31

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