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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 5.0% (31 August 2013 - 31 August 2014)
Total Return Standard Deviation Max Drawdown
1 of 46

Absolute Return Multi Assets 8 I GBP

12.2%

1.6

-2.1%

1 of 46

CF 7IM Unconstrained C Acc

12.2%

1.3

-1.3%

3 of 46

Putnam Total Return S GBP

11.0%

1.5

-1.9%

4 of 46

UBS Targeted Return B Acc

Currency exposure is hedged

Currency exposure is hedged

11.0%

1.3

-1.4%

5 of 46

CF Canlife Total Return B Acc

10.9%

1.4

-1.4%

6 of 46

Courtiers Total Return Cautious Risk

10.7%

1.5

-0.9%

7 of 46

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

9.3%

0.9

-0.9%

8 of 46

Blackrock Dynamic Diversified Growth A Acc

8.9%

0.9

-0.8%

9 of 46

Baring Targeted Return GBP Inc

7.7%

1.4

-1.7%

10 of 46

City Financial Wealth GBP Inc

7.7%

0.8

-1.4%

11 of 46

Newton Phoenix Multi-Asset GBP Inc

7.5%

1.0

-1.4%

12 of 46

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

7.2%

0.7

-0.5%

13 of 46

Elite CAM Balanced Discretionary Portfolio A Acc

6.4%

1.4

-1.5%

14 of 46

Rathbone Multi Asset Strategic Growth Inc

6.3%

1.1

-1.4%

15 of 46

FP Octopus Dynamic Mixed Asset B Acc

6.1%

1.2

-1.9%

16 of 46

Elite LJ Absolute Return Portfolio Acc B

6.1%

0.9

-0.7%

17 of 46

The Tenax A Acc

5.7%

0.8

-0.5%

18 of 46

Rathbone Multi Asset Total Return Inc

5.4%

0.9

-1.2%

19 of 46

WAY Absolute Return Portfolio Retail Acc

5.1%

0.5

-0.8%

20 of 46

Elite CAM Cautious Discretionary Portfolio A Acc

4.9%

1.0

-1.5%

21 of 46

Primrose Inc

4.6%

0.9

-2.1%

22 of 46

IFSL Brooks Macdonald Defensive Capital B Acc

4.6%

0.8

-0.9%

23 of 46

Baring Multi Asset A GBP Inc

4.3%

1.1

-1.8%

24 of 46

Scottish Widows Diversified Portfolio

4.2%

1.1

-2.2%

25 of 46

Premier Liberation Absolute Growth C Inc

4.0%

0.3

-0.1%

26 of 46

Windrush Fund

4.0%

1.0

-2.2%

27 of 46

Premier Defensive Growth C Net Inc

3.9%

0.3

-0.1%

28 of 46

SWIP Diversified Assets A Inc

3.9%

0.9

-1.3%

29 of 46

Henderson Multi-Manager Diversified A Acc

3.9%

0.6

-0.6%

30 of 46

S&W Saltus Multi Asset Class Inc

3.8%

0.6

-0.8%

31 of 46

Marlborough Defensive A Acc

3.7%

0.4

-0.3%

32 of 46

Newton Real Return GBP Inc

3.6%

1.2

-1.6%

33 of 46

Nordea 1 - Stable Return BC GBP

3.5%

1.6

-3.6%

34 of 46

Trojan O Inc

3.3%

1.5

-4.1%

35 of 46

BNY Mellon Global Real Return C GBP Inc

3.0%

1.2

-1.7%

36 of 46

Trojan Feeder O GBP Acc

2.5%

1.5

-4.2%

37 of 46

CF Ruffer Absolute Return O Acc

2.5%

0.9

-2.0%

38 of 46

Devonshire Distribution Real Return A GBP Inc

2.3%

1.8

-4.2%

39 of 46

CF Ruffer Total Return O Inc

2.3%

0.9

-2.2%

40 of 46

Threadneedle (Lux)-Multi Asset Target Alpha AGH

Currency exposure is hedged

Currency exposure is hedged

2.2%

0.6

-0.7%

41 of 46

Capital Gearing Portfolio Fund PLC

2.1%

0.8

-2.4%

42 of 46

Investec Target Return S Acc Gross

1.4%

0.2

-0.3%

43 of 46

Devonshire Conservative Real Return A GBP Inc

-0.6%

1.6

-4.0%

44 of 46

CF Miton Total Return A Acc

-0.6%

0.4

-1.7%

45 of 46

Devonshire Balanced Real Return A GBP Inc

-2.0%

2.1

-5.9%

46 of 46

CF Richmond Multi Asset A Acc

-5.9%

2.3

-9.4%

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

Show more funds

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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