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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 2.6% (31 July 2013 - 31 July 2014)
Total Return Standard Deviation Max Drawdown
1 of 46

UBS Targeted Return B Acc

Currency exposure is hedged

Currency exposure is hedged

9.5%

1.4

-1.4%

2 of 46

CF Canlife Total Return B Acc

8.4%

1.5

-1.4%

3 of 46

CF 7IM Unconstrained C Acc

8.2%

1.5

-1.6%

4 of 46

Absolute Return Multi Assets 8 I GBP

7.9%

1.6

-2.1%

5 of 46

Courtiers Total Return Cautious Risk

7.5%

1.6

-1.3%

6 of 46

Blackrock Dynamic Diversified Growth A Acc

7.0%

1.0

-1.1%

7 of 46

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

6.8%

1.0

-0.9%

8 of 46

Putnam Total Return S GBP

6.4%

1.7

-2.0%

9 of 46

City Financial Wealth GBP Inc

4.9%

1.1

-1.6%

10 of 46

FP Octopus Dynamic Mixed Asset B Acc

4.8%

1.2

-1.9%

11 of 46

Newton Phoenix Multi-Asset GBP Inc

4.5%

1.1

-1.4%

12 of 46

Baring Targeted Return GBP Inc

4.4%

1.5

-1.7%

13 of 46

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

4.3%

0.7

-0.9%

14 of 46

Premier Defensive Growth C Net Inc

3.9%

0.3

-0.1%

15 of 46

Elite LJ Absolute Return Portfolio Acc B

3.9%

0.9

-0.7%

16 of 46

Rathbone Multi Asset Strategic Growth Inc

3.8%

1.2

-1.4%

17 of 46

Premier Liberation Absolute Growth C Inc

3.8%

0.3

-0.1%

17 of 46

WAY Absolute Return Portfolio Retail Acc

3.8%

0.6

-1.8%

19 of 46

The Tenax A Acc

3.5%

0.8

-0.8%

20 of 46

Elite CAM Balanced Discretionary Portfolio A Acc

3.5%

1.5

-1.8%

21 of 46

IFSL Brooks Macdonald Defensive Capital B Acc

3.3%

0.8

-0.9%

22 of 46

Henderson Multi-Manager Diversified A Acc

2.9%

0.6

-0.6%

23 of 46

Newton Real Return GBP Inc

2.4%

1.2

-1.6%

24 of 46

Primrose Inc

2.3%

0.8

-2.1%

25 of 46

Rathbone Multi Asset Total Return Inc

2.2%

1.1

-2.0%

26 of 46

S&W Saltus Multi Asset Class Inc

2.1%

0.6

-0.8%

26 of 46

Elite CAM Cautious Discretionary Portfolio A Acc

2.1%

1.2

-1.6%

28 of 46

BNY Mellon Global Real Return C GBP Inc

1.7%

1.2

-1.7%

29 of 46

Baring Multi Asset A GBP Inc

1.6%

1.2

-1.8%

30 of 46

Scottish Widows Diversified Portfolio

1.6%

1.2

-2.2%

31 of 46

Threadneedle (Lux)-Multi Asset Target Alpha AGH

Currency exposure is hedged

Currency exposure is hedged

1.6%

0.6

-0.7%

32 of 46

Windrush Fund

1.5%

0.9

-2.2%

33 of 46

SWIP Diversified Assets A Inc

1.3%

1.0

-1.5%

34 of 46

Marlborough Defensive A Acc

0.9%

0.7

-2.2%

35 of 46

Devonshire Distribution Real Return A GBP Inc

0.6%

1.8

-4.2%

36 of 46

Investec Target Return S Acc Gross

0.6%

0.3

-0.6%

37 of 46

CF Ruffer Absolute Return O Acc

0.1%

0.8

-2.0%

37 of 46

Capital Gearing Portfolio Fund PLC

0.1%

0.9

-2.8%

39 of 46

Trojan O Inc

0.0%

1.5

-4.9%

40 of 46

CF Ruffer Total Return O Inc

-0.3%

0.9

-2.4%

41 of 46

Trojan International GBP O Acc

-0.7%

1.5

-5.2%

42 of 46

CF Miton Total Return A Acc

-1.4%

0.4

-2.3%

43 of 46

Nordea 1 - Stable Return BC GBP

-2.2%

1.9

-4.7%

44 of 46

Devonshire Conservative Real Return A GBP Inc

-2.7%

1.6

-4.0%

45 of 46

Devonshire Balanced Real Return A GBP Inc

-3.4%

2.1

-5.9%

46 of 46

CF Richmond Multi Asset A Acc

-7.8%

2.0

-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

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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Ruffer duo warn on sterling’s strength

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Threadneedle unveils multi-asset income fund for pensions revolution

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Miton multi-asset funds see near £200m redemption in H1

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Threadneedle adds to Nangle’s multi-asset team

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Ruffer: forget new normal, this is old peculiar

The company used the term to justify its 35% allocation to index-linked bonds in the Ruffer Investment Company

Miton acquires David Jane's Darwin; Martin Gray exits

Miton Group has acquired David Jane's investment boutique Darwin Capital and reveals Martin Gray has left the boutique.

Courtiers in talks over two £100m acquisitions

Courtiers expects to strike two deals to bring in a combined £200 million of AUM before the end of the year.

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