Fund Category Performance: Total Returns

Category

A list of all the Morningstar Categories with average trailing returns (3 months, YTD, 1 year, 3 years, 5 years) for all the funds in that category.

The Morningstar category is used as a benchmark for funds for example on the Morningstar Fund Reports. Click any of the categories to focus and see a list of funds that have this category assigned to.

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Morningstar
Category
YTD Return%3 Month Return %1 Year Return %3 Year Anlsd %5 Year Anlsd %3Yr Std DevDate
Brazil Equity-2.468.141.1624.840.9734.6014/11/2018
Russia Equity1.380.14-1.0220.962.8518.0514/11/2018
Norway Equity3.27-6.681.7720.089.1414.1814/11/2018
Japan Small/Mid-Cap Equity-9.11-11.31-5.3419.2214.5415.0314/11/2018
BRIC Equity-5.26-5.38-5.1418.538.9616.2714/11/2018
Sector Equity Technology-2.34-14.34-4.5318.4215.0815.5914/11/2018
Thailand Equity-1.70-3.770.2718.179.1114.6914/11/2018
Austria Equity-10.65-9.28-9.5817.836.8014.9114/11/2018
Switzerland Small/Mid-Cap Equity-8.91-14.39-7.5917.2813.8012.5114/11/2018
US Large-Cap Growth Equity8.03-7.848.1016.5414.5311.7014/11/2018
US Small-Cap Equity2.41-10.224.1416.4211.6013.5014/11/2018
US Large-Cap Blend Equity4.86-5.795.9916.1013.3410.3714/11/2018
US Flex-Cap Equity4.83-7.536.1115.7512.4811.5914/11/2018
Nordic Small/Mid-Cap Equity-7.03-9.74-6.4315.6210.6313.2314/11/2018
Sector Equity Natural Resources-9.23-10.41-6.7915.550.5019.3714/11/2018
Sector Equity Precious Metals-19.73-10.52-17.9015.420.5337.6814/11/2018
Sector Equity Industrial Materials-7.07-9.17-5.5115.297.3913.6214/11/2018
US Large-Cap Value Equity3.59-4.845.3815.2812.1310.3714/11/2018
Latin America Equity-5.48-1.67-4.4215.160.9724.0214/11/2018
Eurozone Small-Cap Equity-10.19-11.03-9.9015.026.1213.2214/11/2018
Finland Equity-3.86-9.10-5.7114.639.4412.3814/11/2018
US Mid-Cap Equity1.55-8.122.9314.6012.1311.6514/11/2018
Global Small-Cap Equity-2.98-9.80-0.9714.139.7710.6014/11/2018
Netherlands Equity-12.17-11.03-11.3914.1210.1011.4014/11/2018
Emerging Europe Equity-8.680.78-8.4913.960.6315.4114/11/2018
Sweden Small/Mid-Cap Equity-3.31-8.67-1.6513.5612.3414.3214/11/2018
Pacific ex-Japan Equity-6.89-9.94-6.3013.505.7413.1814/11/2018
Taiwan Large-Cap Equity-8.15-13.66-10.1713.478.8716.2514/11/2018
Sector Equity Utilities5.53-0.13-1.0813.268.6015.1814/11/2018
Europe Small-Cap Equity-11.24-12.22-9.3213.249.7912.5614/11/2018
Global Large-Cap Growth Equity-0.37-8.55-0.1213.1710.4910.8314/11/2018
Asia-Pacific ex-Japan Equity-10.04-9.98-10.5313.147.9314.1114/11/2018
Australia & New Zealand Equity-7.79-10.12-6.5313.023.0814.4314/11/2018
Japan Flex-Cap Equity-9.25-10.19-7.4612.9910.8513.8214/11/2018
Vietnam Equity-8.19-7.16-1.2712.8115.1615.5914/11/2018
Europe ex-UK Small/Mid-Cap Equity-9.78-11.78-8.6612.6510.0111.8514/11/2018
Asia-Pacific ex-Japan Equity Income-7.24-7.41-7.5112.607.1912.8814/11/2018
Greater China Equity-13.16-11.69-15.6212.519.9316.9214/11/2018
Sector Equity Water-6.50-8.45-5.7612.467.5810.6014/11/2018
Sector Equity Agriculture-1.19-3.701.6212.456.0710.9014/11/2018
Sector Equity Infrastructure-2.84-4.79-4.5312.378.9913.4914/11/2018
Denmark Equity-7.19-10.39-6.1012.2814.2813.5014/11/2018
Global Large-Cap Value Equity-2.98-5.65-1.6212.268.6810.1414/11/2018
Global Large-Cap Blend Equity-1.94-6.89-1.3312.228.849.9714/11/2018
Global Emerging Markets Equity-12.58-8.52-11.9812.205.4414.6714/11/2018
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Hong Kong Equity-9.65-9.32-10.5511.869.0515.4014/11/2018
Asia ex Japan Equity-13.75-11.02-14.5411.848.3614.4914/11/2018
Sector Equity Consumer Goods & Services-2.96-6.83-1.4211.828.3712.2914/11/2018
Property - Indirect Asia-2.91-6.04-2.5011.766.4312.7114/11/2018
Global Flex-Cap Equity-4.91-8.50-4.3511.728.1511.3614/11/2018
Asia-Pacific inc. Japan Equity-9.10-8.64-9.0411.717.9612.6714/11/2018
Target Date 2046+-2.74-6.41-2.2711.647.959.7414/11/2018
Global Equity Income-1.83-5.20-0.8911.648.369.4714/11/2018
India Equity-14.50-13.91-11.1011.6115.5618.9614/11/2018
Germany Small/Mid-Cap Equity-11.23-11.12-10.9711.595.8513.1214/11/2018
Emerging Europe ex-Russia Equity-11.42-1.73-10.7311.563.7115.5714/11/2018
Sector Equity Ecology-5.41-8.05-5.4111.497.7711.0714/11/2018
Singapore Equity-7.43-7.46-8.6311.494.4714.1314/11/2018
Target Date 2041 - 2045-3.02-6.22-2.4411.357.759.4014/11/2018
Sector Equity Financial Services-6.10-7.69-4.5611.358.0814.4214/11/2018
Commodities - Energy20.302.5431.2411.26-7.5817.8226/10/2018
France Large-Cap Equity-4.89-8.28-5.7011.256.7911.5114/11/2018
China Equity-12.88-10.46-14.5211.169.2417.1814/11/2018
EUR High Yield Bond-3.69-3.48-4.5411.124.549.1014/11/2018
Eurozone Mid-Cap Equity-12.09-12.85-11.5311.099.9712.6114/11/2018
Global Equity PP-1.64-3.70-2.4611.087.2910.0818/10/2018
Sector Equity Healthcare7.68-5.128.4311.0712.7412.9714/11/2018
Target Date 2036 - 2040-4.20-6.14-3.5510.967.229.2214/11/2018
NOK High Yield Bond2.50-2.790.2010.880.0210.9914/11/2018
Eurozone Flex-Cap Equity-6.47-7.86-6.3610.856.2512.2614/11/2018
Japan Large-Cap Equity-6.53-7.81-6.1710.859.0212.0714/11/2018
Islamic Global Equity-2.22-5.88-1.6010.837.269.6714/11/2018
USD Aggressive Allocation-0.44-6.43-1.2710.777.149.7414/11/2018
Global High Yield Bond - EUR Hedged-4.66-3.72-5.1410.733.269.5114/11/2018
Switzerland Large-Cap Equity-4.74-7.92-3.6110.667.7710.0714/11/2018
Target Date 2031 - 2035-3.29-5.74-2.8610.587.069.0114/11/2018
ASEAN Equity-9.18-6.72-7.5510.554.2313.5214/11/2018
Global High Yield Bond2.60-2.630.4410.497.429.0814/11/2018
USD High Yield Bond3.74-2.901.6110.447.359.1614/11/2018
Sector Equity Private Equity-4.00-5.65-3.5110.175.1711.2114/11/2018
Nordic Equity-6.01-8.34-6.4710.007.5711.0014/11/2018
EUR Aggressive Allocation-6.21-7.16-6.2110.005.429.9114/11/2018
Sweden Equity-6.66-8.32-8.0610.007.4211.7214/11/2018
Property - Indirect Europe-1.65-4.612.149.9510.3712.1414/11/2018
UK Small-Cap Equity-4.90-8.31-2.119.939.4713.0614/11/2018
Europe Mid-Cap Equity-8.18-11.73-6.679.798.7511.2414/11/2018
EUR Aggressive Allocation - Global-5.34-6.82-5.359.755.519.6714/11/2018
DKK Bond-1.94-2.75-2.839.753.519.2814/11/2018
EUR Bond - Long Term-1.38-4.19-1.999.727.2215.4614/11/2018
Global Emerging Markets Corporate Bond-0.03-1.52-2.129.698.0410.1914/11/2018
Spain Equity-6.10-9.05-3.129.653.0914.1914/11/2018
Global Emerging Markets Allocation-9.68-5.87-10.009.633.5412.2314/11/2018
Property - Indirect Global1.02-3.140.389.628.5211.8314/11/2018
Global Emerging Markets Corporate Bond - EUR Biased-7.71-2.65-8.259.593.0510.5214/11/2018
Target Date 2026 - 2030-4.30-5.58-4.209.546.058.7914/11/2018
Europe ex-UK Large-Cap Equity-7.86-9.38-8.169.546.7611.0014/11/2018
DKK Domestic Bond-1.81-2.64-2.669.443.129.2014/11/2018
Global Bond - ILS-3.71-3.17-4.669.376.7510.0214/11/2018
Eurozone Large-Cap Equity-8.82-8.99-9.949.355.3611.8314/11/2018
JPY Bond2.79-4.550.569.333.2116.1614/11/2018
Global Emerging Markets Bond-2.59-2.25-3.859.246.6011.0414/11/2018
NOK Moderate Allocation-2.30-5.50-3.559.223.359.8014/11/2018
Asia High Yield Bond-1.65-3.92-4.149.158.7810.1214/11/2018
Asia Allocation-5.82-6.46-6.929.145.9911.1014/11/2018
USD Moderate Allocation0.49-4.86-0.829.056.779.0714/11/2018
Global Emerging Markets Bond - EUR Biased-9.58-3.44-9.459.012.7411.9614/11/2018
Commodities - Precious Metals-1.66-0.09-0.888.98-0.0120.5214/11/2018
EUR Corporate Bond-3.46-3.43-4.528.923.119.3414/11/2018
Islamic Global Bond-2.11-2.62-3.958.916.0311.0414/11/2018
Germany Large-Cap Equity-14.70-11.94-15.048.825.1813.7414/11/2018
Europe Flex-Cap Equity-10.39-10.28-9.388.795.5411.3814/11/2018
Property - Indirect North America3.21-2.22-0.928.769.9916.1914/11/2018
Europe Large-Cap Growth Equity-6.46-10.40-6.118.756.8910.5214/11/2018
Global Emerging Markets Small/Mid-Cap Equity-16.37-11.42-14.728.734.9714.2414/11/2018
USD Flexible Allocation-0.02-5.17-1.448.726.609.9114/11/2018
USD Flexible Bond2.55-2.740.138.696.499.5014/11/2018
Europe Large-Cap Value Equity-8.36-7.77-8.018.684.7611.1214/11/2018
GBP Adventurous Allocation-3.59-6.20-2.518.646.608.7414/11/2018
Global Flexible Bond-0.57-3.30-2.458.636.159.2814/11/2018
Europe Equity Income-6.91-6.81-6.888.625.5910.0914/11/2018
Sector Equity Energy-3.28-12.38-2.028.61-3.2217.0014/11/2018
Property - Indirect Switzerland-3.02-2.310.218.588.1612.3826/10/2018
EUR Moderate Allocation - Global-5.37-5.65-5.718.553.988.8214/11/2018
Sector Equity Alternative Energy-9.47-7.14-11.938.513.1613.4014/11/2018
Global Flexible Bond - EUR Hedged-5.23-3.54-5.968.502.259.3714/11/2018
Global Bond - NOK Hedged-0.80-3.88-3.188.470.8011.4114/11/2018
NOK Bond - Short Term1.31-3.22-1.148.46-0.0110.5614/11/2018
Poland Equity-17.89-10.81-15.618.40-0.0619.1514/11/2018
Global Inflation-Linked Bond - USD Hedged2.85-3.240.438.357.5211.3214/11/2018
Global Corporate Bond - USD Hedged1.91-2.82-0.438.337.399.9014/11/2018
Global Emerging Markets Bond - Local Currency-6.79-1.99-6.218.321.5113.5114/11/2018
Target Date 2021 - 2025-4.77-5.24-5.308.304.338.3814/11/2018
Global Flexible Bond - USD Hedged2.91-2.290.418.306.769.1814/11/2018
EUR Flexible Bond-4.09-3.25-5.058.292.439.2014/11/2018
Europe Large-Cap Blend Equity-7.79-8.53-7.518.285.2310.2014/11/2018
EUR Flexible Allocation - Global-6.13-6.26-6.528.253.539.7114/11/2018
EUR Moderate Allocation-5.86-6.00-6.398.203.549.1414/11/2018
Indonesia Equity-12.42-3.56-11.288.203.0419.5314/11/2018
NOK Cautious Allocation-2.07-4.79-3.628.201.7810.1014/11/2018
Asia Bond0.27-2.77-2.378.076.5910.0914/11/2018
NOK Bond0.44-3.50-2.037.980.2710.7814/11/2018
Global Corporate Bond - EUR Hedged-6.35-4.05-6.907.972.2310.0014/11/2018
USD Cautious Allocation1.47-3.78-0.657.905.689.1214/11/2018
Global High Yield Bond - CHF Hedged-1.83-4.48-2.837.884.0911.0114/11/2018
Greece Equity-15.26-10.09-7.677.87-22.4314/11/2018
EUR Flexible Allocation-7.20-6.51-7.777.782.969.9314/11/2018
Africa & Middle East Equity2.34-5.471.607.763.7813.0914/11/2018
EUR Diversified Bond-3.59-3.21-4.637.752.609.4214/11/2018
Global Inflation-Linked Bond - EUR Hedged-4.92-4.17-5.667.741.9410.8014/11/2018
SEK Moderate Allocation-6.46-5.24-6.487.713.729.1014/11/2018
Asia Bond - Local Currency-1.32-2.30-1.597.685.0810.6114/11/2018
Global Corporate Bond-0.08-2.66-1.767.675.529.1114/11/2018
Target Date 2016 - 2020-4.13-4.37-4.807.663.578.4114/11/2018
Convertible Bond - Global-1.82-5.05-3.987.645.648.4314/11/2018
EUR Cautious Allocation - Global-4.95-4.52-5.707.612.568.7014/11/2018
EUR Cautious Allocation-4.36-4.33-5.217.612.438.5914/11/2018
Global Frontier Markets Equity-13.76-8.88-13.057.605.1711.3014/11/2018
Europe Bond-3.29-2.79-4.057.573.589.2614/11/2018
Asia ex-Japan Small/Mid-Cap Equity-15.20-12.27-15.957.535.8814.2014/11/2018
USD Corporate Bond0.46-3.18-1.697.536.7410.0714/11/2018
EUR Corporate Bond - Short Term-3.01-2.87-4.047.521.468.7814/11/2018
EUR Inflation-Linked Bond-3.80-3.67-4.617.482.109.3914/11/2018
CHF Moderate Allocation-4.16-6.46-4.347.364.5810.1014/11/2018
Canada Equity-7.93-8.09-7.287.340.3712.3514/11/2018
Convertible Bond - Europe-6.13-5.23-7.947.282.658.5314/11/2018
UK Large-Cap Equity-5.07-7.26-2.077.265.029.3914/11/2018
Emerging Europe Bond-6.370.17-6.197.202.5210.7914/11/2018
EUR Government Bond-3.27-3.39-4.417.182.769.9514/11/2018
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Target Date 2011 - 2015-3.21-3.14-3.567.112.508.6914/11/2018
Global Bond - EUR Biased-3.77-3.29-4.907.092.289.1314/11/2018
Global Bond - USD Hedged3.29-2.340.497.066.4310.2014/11/2018
UK Flex-Cap Equity-5.83-8.41-2.807.055.6211.0814/11/2018
Global Bond - EUR Hedged-5.05-3.61-5.927.021.3610.0114/11/2018
EUR Diversified Bond - Short Term-3.10-2.80-4.157.021.088.8114/11/2018
South Africa & Namibia Equity-18.70-9.86-8.897.002.0120.7714/11/2018
Commodities - Broad Basket-5.18-3.92-5.626.99-5.7613.9214/11/2018
Property - Direct Europe-1.99-2.08-4.066.990.4410.5114/11/2018
EUR Ultra Short-Term Bond-2.54-2.62-3.516.980.808.7414/11/2018
EUR Money Market-2.40-2.59-3.366.920.718.7514/11/2018
GBP Moderately Adventurous Allocation-3.03-5.02-1.896.925.647.1814/11/2018
CHF Aggressive Allocation-4.02-6.70-3.926.873.8310.1914/11/2018
SEK Flexible Allocation-7.08-5.52-7.176.792.4010.0414/11/2018
Convertible Bond - Global, EUR Hedged-6.78-5.96-7.776.792.238.7814/11/2018
RMB Bond-0.86-2.87-2.106.735.589.0214/11/2018
EUR Money Market - Short Term-2.58-2.75-3.566.710.538.8114/11/2018
Convertible Bond - Global, USD Hedged-0.17-5.38-3.066.607.158.6814/11/2018
EUR Government Bond - Short Term-2.84-2.63-3.916.600.789.2714/11/2018
UK Mid-Cap Equity-8.23-9.37-4.286.587.4811.6514/11/2018
GBP Inflation-Linked Bond-1.09-1.52-0.066.536.8610.8514/11/2018
Global Inflation-Linked Bond0.61-2.60-1.226.532.959.4414/11/2018
Property - Direct Global-1.53-2.60-2.476.47-1.1410.0114/11/2018
HKD Bond3.91-1.690.516.466.0210.0014/11/2018
USD Diversified Bond - Short Term4.98-1.621.836.334.869.6414/11/2018
Global Bond-0.88-2.93-2.506.323.719.8914/11/2018
USD Money Market - Short Term5.50-1.472.476.294.959.5014/11/2018
USD Diversified Bond1.58-2.68-1.186.285.8810.1814/11/2018
Global Flexible Bond - CHF Hedged-2.76-4.47-3.896.222.9611.0114/11/2018
HKD Money Market6.003.033.046.224.959.7526/10/2018
USD Money Market5.36-1.522.266.134.789.4714/11/2018
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
RMB High Yield Bond-1.26-3.28-3.875.905.599.3014/11/2018
Global Corporate Bond - CHF Hedged-3.64-4.91-4.665.843.9011.7714/11/2018
Global Bond - USD Biased-0.46-2.81-3.175.795.759.9614/11/2018
France Small/Mid-Cap Equity-18.30-11.77-14.165.643.9313.9314/11/2018
USD Government Bond1.45-2.97-1.435.464.8110.8414/11/2018
UK Equity Income-5.29-6.49-2.805.425.359.3414/11/2018
Global Bond - CHF Biased-3.07-4.06-4.605.392.7711.2614/11/2018
SEK Cautious Allocation-7.36-3.72-7.295.391.009.1514/11/2018
GBP High Yield Bond-1.14-1.02-0.735.324.274.7514/11/2018
Property - Indirect Eurozone0.04-3.422.615.309.6712.7612/11/2018
Global Bond - CHF Hedged-1.94-4.35-3.455.182.9411.6814/11/2018
SEK Corporate Bond-6.22-1.94-6.405.18-0.739.8914/11/2018
Convertible Bond - Global, CHF Hedged-3.61-6.50-5.275.163.7510.6714/11/2018
Sector Equity Communications-4.97-5.26-2.225.115.2512.3314/11/2018
GBP Moderate Allocation-2.95-3.62-1.915.104.425.5414/11/2018
USD Inflation-Linked Bond1.40-3.96-1.164.993.6610.6914/11/2018
SEK Bond-5.83-2.43-6.044.890.1010.2114/11/2018
GBP Flexible Allocation-4.08-4.34-3.044.864.126.3014/11/2018
CHF Cautious Allocation-3.84-5.64-4.824.762.7010.2814/11/2018
RMB Bond - Onshore1.30-2.010.404.605.339.3214/11/2018
CHF Bond-0.63-3.66-2.144.593.0011.5814/11/2018
Global High Yield Bond - GBP Hedged-1.48-0.83-0.824.563.404.0414/11/2018
CHF Money Market-0.13-3.59-1.564.451.7410.7214/11/2018
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
SGD Money Market-0.831.67-0.574.231.579.6727/04/2018
GBP Corporate Bond-2.20-1.12-0.844.214.455.2814/11/2018
CHF Bond - Short Term-0.28-3.59-1.684.101.8010.7814/11/2018
Italy Equity-15.06-12.79-16.014.003.2317.6214/11/2018
GBP Moderately Cautious Allocation-2.45-2.63-1.693.893.534.0214/11/2018
Korea Equity-17.82-10.05-16.673.872.4416.9914/11/2018
SEK Bond - Short Term-6.61-2.06-6.803.84-1.849.8014/11/2018
Sector Equity Biotechnology-2.10-13.44-1.173.7912.0720.2914/11/2018
GBP Diversified Bond-1.99-1.34-0.753.784.255.3014/11/2018
Africa Equity-10.07-11.67-6.373.76-3.5015.5914/11/2018
GBP Cautious Allocation-1.85-1.91-1.163.643.603.4814/11/2018
Property - Direct UK3.640.695.263.596.033.5414/11/2018
SEK Ultra Short-Term Bond-6.70-1.93-6.853.50-1.999.8214/11/2018
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
GBP Government Bond-2.01-2.40-0.243.454.567.2614/11/2018
GBP Flexible Bond-1.52-0.91-0.863.343.574.5514/11/2018
Global Bond - GBP Biased-4.32-1.07-3.493.172.634.2214/11/2018
AUD Money Market-4.86-3.63-4.162.90-2.7412.3227/04/2018
Global Flexible Bond - GBP Hedged-2.21-0.81-1.752.662.733.0714/11/2018
China Equity - A Shares-19.62-8.61-21.882.2212.4220.6414/11/2018
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Inflation-Linked Bond - GBP Hedged-2.04-1.37-1.801.931.924.0914/11/2018
Global Corporate Bond - GBP Hedged-2.87-1.12-2.461.762.533.1314/11/2018
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
Property - Direct Other-5.42-1.48-7.881.45-3.6315.3114/11/2018
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Global Bond - GBP Hedged-2.58-1.05-2.261.362.023.2314/11/2018
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2417.6724/11/2016
GBP Diversified Bond - Short Term0.190.050.270.400.400.9014/11/2018
GBP Money Market - Short Term0.310.130.340.250.250.0514/11/2018
Convertible Bond - Global, GBP Hedged-5.22-4.02-4.940.242.245.5414/11/2018
GBP Money Market0.280.100.310.240.250.0714/11/2018
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Commodities - Broad Agriculture-9.21-4.32-12.49-2.62-7.2713.2014/11/2018
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Turkey Equity-36.3115.26-34.45-9.38-8.2230.2814/11/2018
Alt - Currency-------
Alt - Debt Arbitrage-------
Alt - Diversified Arbitrage-------
Alt - Event Driven-------
Alt - Fund of Funds - Equity-------
Alt - Fund of Funds - Multistrategy-------
Alt - Fund of Funds - Other-------
Alt - Global Macro-------
Alt - Long/Short Debt-------
Alt - Long/Short Equity - Emerging Markets-------
Alt - Long/Short Equity - Europe-------
Alt - Long/Short Equity - Global-------
Alt - Long/Short Equity - Other-------
Alt - Long/Short Equity - UK-------
Alt - Long/Short Equity - US-------
Alt - Market Neutral - Equity-------
Alt - Multistrategy-------
Alt - Other-------
Alt - Systematic Futures-------
Alt - Volatility-------
Capital Protected-------
Commodities - Grains-15.64-2.59-19.69---26/10/2018
Commodities - Other-------
Convertible Bond - Other-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Greater China Allocation-7.43-7.64-9.36--12.3314/11/2018
Guaranteed Funds-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity6.271.8110.79--12.2508/11/2018
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Money Market - Other-------
Other-------
Other Africa & Middle East Equity-------
Other Allocation-------
Other Americas Equity-------
Other Asia-Pacific Equity-------
Other Bond-------
Other Equity-------
Other Europe Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Other-------
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
US Equity - Currency Hedged-------
An extensive list of fund return averaged for all Morningstar categories. 3-months, YTD, 1-year, 3-year and 5-year returns plus 3-year standard deviation.
Performance figures are presented in British Sterling (GBP)