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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 3.9% (30 September 2013 - 30 September 2014)
Total Return Standard Deviation Max Drawdown
1 of 46

Courtiers Total Return Cautious Risk

11.0%

1.5

-0.9%

2 of 46

UBS Targeted Return B Acc

Currency exposure is hedged

Currency exposure is hedged

10.8%

1.3

-1.4%

3 of 46

CF 7IM Unconstrained C Acc

9.8%

1.4

-1.3%

4 of 46

Absolute Return Multi Assets 8 I GBP

7.9%

1.7

-2.1%

5 of 46

Blackrock Dynamic Diversified Growth A Acc

7.0%

0.9

-0.8%

6 of 46

Newton Phoenix Multi-Asset GBP Inc

6.7%

1.1

-1.4%

7 of 46

City Financial Wealth GBP Inc

6.6%

0.9

-1.4%

8 of 46

Legal & General Mixed Investment 0-35% (A) - Acc

6.5%

1.0

-1.1%

9 of 46

WAY Absolute Return Portfolio Retail Acc

6.4%

0.3

0%

10 of 46

Syz AM (Lux) - Absolute Return Inst A-GBP I2

6.1%

0.8

-0.5%

11 of 46

The Tenax A Acc

6.0%

0.8

-0.5%

12 of 46

Rathbone Multi Asset Strategic Growth Inc

5.5%

1.1

-1.4%

13 of 46

Baring Targeted Return GBP Inc

5.4%

1.5

-1.7%

14 of 46

CF Canlife Total Return B Acc

4.9%

1.8

-3.6%

15 of 46

Marlborough Defensive A Acc

4.7%

0.4

-0.1%

16 of 46

Putnam Total Return S GBP

4.7%

1.9

-3.5%

17 of 46

FP Octopus Dynamic Mixed Asset B Acc

4.6%

1.3

-1.9%

18 of 46

Elite LJ Absolute Return Portfolio Acc B

4.5%

1.0

-1.1%

19 of 46

Rathbone Multi Asset Total Return Inc

4.5%

0.9

-1.2%

20 of 46

IFSL Brooks Macdonald Defensive Capital B Acc

4.2%

0.8

-0.9%

21 of 46

S&W Saltus Multi Asset Class Inc

3.9%

0.6

-0.8%

22 of 46

Trojan O Inc

3.8%

1.5

-4.1%

23 of 46

Elite CAM Balanced Discretionary Portfolio A Acc

3.8%

1.4

-1.5%

24 of 46

Newton Real Return GBP Inc

3.7%

1.2

-1.6%

25 of 46

Primrose Inc

3.7%

0.9

-2.1%

26 of 46

Premier Defensive Growth C Net Inc

3.7%

0.3

-0.1%

27 of 46

Elite CAM Cautious Discretionary Portfolio A Acc

3.7%

1.0

-1.5%

28 of 46

Premier Liberation Absolute Growth C Inc

3.4%

0.3

-0.1%

29 of 46

Windrush Fund

3.4%

1.0

-2.2%

30 of 46

BNY Mellon Global Real Return C GBP Inc

3.2%

1.2

-1.7%

31 of 46

Henderson Multi-Manager Diversified A Acc

3.1%

0.7

-0.6%

31 of 46

SWIP Diversified Assets A Inc

3.1%

1.0

-1.3%

33 of 46

Trojan Feeder O GBP Acc

3.1%

1.5

-4.2%

33 of 46

Baring Multi Asset A GBP Inc

3.1%

1.2

-1.8%

35 of 46

CF Ruffer Absolute Return O Acc

2.7%

0.9

-2.0%

36 of 46

CF Ruffer Total Return O Inc

2.7%

0.9

-2.2%

37 of 46

Nordea 1 - Stable Return BC GBP

2.7%

1.7

-3.6%

38 of 46

Capital Gearing Portfolio Fund PLC

2.2%

0.8

-2.4%

39 of 46

Scottish Widows Diversified Portfolio

2.1%

1.2

-2.2%

40 of 46

Investec Target Return S Acc Gross

1.9%

0.3

-0.3%

41 of 46

Threadneedle (Lux)-Multi Asset Target Alpha AGH

Currency exposure is hedged

Currency exposure is hedged

1.1%

0.5

-0.7%

42 of 46

Devonshire Distribution Real Return A GBP Inc

0.1%

1.9

-4.6%

43 of 46

CF Miton Total Return A Acc

-0.6%

0.4

-1.2%

44 of 46

Devonshire Conservative Real Return A GBP Inc

-3.4%

1.9

-6.1%

45 of 46

CF Richmond Multi Asset A Acc

-3.6%

2.1

-6.8%

46 of 46

Devonshire Balanced Real Return A Inc GBP

-5.6%

2.5

-8.5%

Funds with less than 12 months history are below. View 1 month performance

FP Omnis Alternative Strategies A

Newton Managed Targeted Return Inst W Net Acc

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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