Funds performance table by strategy

help icon
fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
CFS FC W Pen-CFS W Imputation 5% 0% 28% 14% 0% 2868M 2013-07-31
Advance Capital I Core Equity Inst 5% 8% 24% 10% 7% - 2014-08-31
MassMutual Select Small Cap Val Eq Svc 5% 3% 20% 2% 6% - 2014-08-31
MassMutual Select Small Cap Val Eq R5 5% 3% 20% 2% 6% - 2014-08-31
Henderson Idx Lnkd Bd I Acc 5% 5% 9% 10% 0% 267M 2014-08-31
iShares MSCI USA Small Cap 5% 4% 21% 5% 20% 230M 2014-08-31
Hartford Small Company I 5% 5% 19% 3% 8% - 2014-08-31
Zritc Hanxin Growth Trust 10 5% 2% -9% -5% -4% - 2014-08-31
Lyxor ETF iBoxx £ Gilt Infl Lnkd A/I 5% 5% 10% 10% 9% 12M 2014-08-31
ING (L) Renta Fd EM Dbt LC I USD Inc 5% 0% 0% 5% 5% 893M 2012-01-31
Invesco Small Cap Discovery R6 5% 3% 13% 0% 18% - 2014-08-31
Auscap Long Short Australian Equities 5% 10% 44% 23% 44% - 2014-08-31
AllianceBern Concentrated Growth I 5% 6% 0% 0% 9% - 2014-08-31
AllianceBern Concentrated Growth Z 5% 6% 0% 0% 9% - 2014-08-31
MassMutual Select Small Cap Val Eq I 5% 3% 0% 0% 0% - 2014-08-31
db x-trackers II iBoxx UKGilt InflLnkd1D 5% 5% 10% 10% 7% 5M 2014-08-31
Vanguard S&P Mid-Cap 400 Value ETF 5% 5% 25% 10% 19% - 2014-08-31
ETFS Daily Short Soybeans ETC 5% 21% 2% 0% -10% 2M 2014-08-31
Twin Offshore, Ltd. 5% 6% 13% 8% 9% - 2014-08-31
Vietnam Enterprise Investments Red Pref 5% 9% 28% 17% 0% 527M 2014-08-31
CFS Wholesale Aus Share Long Short-Core 5% 0% 22% 10% 1% - 2013-07-31
Parvest Equity USA Value I(H) EUR 5% 12% 35% 22% 1% 95M 2013-05-31
Threadneedle UK Mid 250 Inst Net GBP 5% 2% 11% 2% 13% 111M 2014-08-31
Goldman Sachs Mid Cap Value Instl 5% 5% 25% 11% 12% - 2014-08-31
DFA Tax-Managed US Targeted Value 5% 4% 24% 4% 11% - 2014-08-31
Henderson Idx Lnkd Bd I Inc 5% 5% 9% 10% 0% 267M 2014-08-31
iShares US Consumer Goods 5% 2% 17% 6% 8% - 2014-08-31
Lyxor ETF Russell 1000 Value C-EUR 5% 8% 23% 15% 23% 6M 2014-08-31
Invesco Small Cap Discovery R5 5% 3% 13% 0% 18% - 2014-08-31
Columbia Acorn Y 5% 3% 16% 2% 21% - 2014-08-31

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