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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
Japan Small/Mid-Cap Equity1.439.3431.3527.0824.1614.2218/01/2018
Russia Equity6.122.523.6926.742.4325.2318/01/2018
Austria Equity4.815.9638.7025.0610.7015.9218/01/2018
France Small/Mid-Cap Equity26.683.5228.9723.4720.1612.7030/10/2017
Europe Small-Cap Equity2.242.0827.7622.7417.3011.5618/01/2018
Eurozone Small-Cap Equity2.032.2226.3722.579.9212.4518/01/2018
Denmark Equity0.68-4.4014.0322.3821.3011.6118/01/2018
Switzerland Small/Mid-Cap Equity2.483.3123.1622.2820.9712.1818/01/2018
Netherlands Equity1.611.9722.6322.2815.0812.9118/01/2018
Sector Equity Technology2.552.9725.6121.7219.3814.4818/01/2018
Europe ex-UK Small/Mid-Cap Equity2.701.3422.3621.5616.8511.3918/01/2018
Japan Flex-Cap Equity1.647.2222.0621.5118.9313.2918/01/2018
Sweden Small/Mid-Cap Equity1.87-2.1112.7921.3218.7313.1818/01/2018
Eurozone Mid-Cap Equity3.521.4627.5320.4317.3912.6418/01/2018
Finland Equity2.10-3.1612.8419.1414.8512.4618/01/2018
Norway Equity3.59-0.0215.4218.7310.5015.3018/01/2018
Japan Large-Cap Equity2.526.5616.4818.4515.1912.8118/01/2018
Greater China Equity3.673.9431.7618.1214.3919.0218/01/2018
Germany Small/Mid-Cap Equity2.642.5024.4918.0913.1812.7618/01/2018
Nordic Equity2.28-1.5514.6917.7313.5610.8418/01/2018
BRIC Equity5.045.3626.8017.628.6818.3018/01/2018
Vietnam Equity3.1714.7220.9317.5921.2214.8618/01/2018
Emerging Europe Equity4.754.0314.6417.342.0417.5318/01/2018
Global Small-Cap Equity0.942.7714.4817.2615.4710.1018/01/2018
UK Small-Cap Equity1.293.8025.1717.2215.9411.6218/01/2018
Belgium Equity3.621.7610.6617.0014.1411.2717/01/2018
US Large-Cap Growth Equity2.424.3314.9716.9717.7111.3218/01/2018
Europe Mid-Cap Equity2.361.7621.9116.9414.1010.9218/01/2018
Italy Equity5.882.8325.6716.6111.0616.9818/01/2018
Sector Equity Industrial Materials2.644.2716.3416.5511.8514.6218/01/2018
China Equity5.295.4133.1016.5113.2520.6118/01/2018
France Large-Cap Equity2.720.9018.0416.2210.9212.4318/01/2018
Germany Large-Cap Equity2.071.6720.1016.1712.7015.2418/01/2018
Hong Kong Equity4.304.9727.3115.8411.5118.0618/01/2018
US Small-Cap Equity0.060.896.4915.8015.9013.1918/01/2018
Asia-Pacific inc. Japan Equity1.774.0717.6815.4811.6613.2718/01/2018
US Large-Cap Blend Equity1.463.7910.0115.4116.6810.7318/01/2018
Taiwan Large-Cap Equity1.29-0.2815.7015.1412.4815.3418/01/2018
Asia ex Japan Equity1.943.2526.1915.1111.6215.3118/01/2018
Global Large-Cap Growth Equity2.193.4516.7815.0413.9110.9118/01/2018
Europe ex-UK Large-Cap Equity2.320.6517.8114.8512.4811.5118/01/2018
Sector Equity Water0.212.3115.6214.8011.8610.6318/01/2018
US Flex-Cap Equity1.603.999.8514.7616.3011.6618/01/2018
US Mid-Cap Equity0.222.343.7514.6416.5111.5918/01/2018
Eurozone Large-Cap Equity2.380.1216.8714.5311.0212.8718/01/2018
Sector Equity Ecology1.602.1315.4314.5012.8011.2618/01/2018
Eurozone Flex-Cap Equity1.940.3714.9014.4911.2612.5318/01/2018
Sector Equity Financial Services2.485.9917.4214.4612.0615.2418/01/2018
Global Flex-Cap Equity1.422.3213.7914.4412.2011.5618/01/2018
Sweden Equity2.32-2.8711.5114.3812.3810.9818/01/2018
China Equity - A Shares5.017.1327.7114.3617.4831.5718/01/2018
Europe Flex-Cap Equity1.941.3817.2914.3511.2011.4618/01/2018
Asia-Pacific ex-Japan Equity1.232.7119.9414.1910.2114.4418/01/2018
Global Large-Cap Blend Equity1.412.4212.1713.6512.3410.5318/01/2018
Global Emerging Markets Equity2.453.1522.1913.487.5415.8518/01/2018
Emerging Europe ex-Russia Equity2.670.9820.5113.486.3015.2118/01/2018
Europe Large-Cap Growth Equity1.600.1716.3313.4210.4211.0218/01/2018
Global Large-Cap Value Equity1.492.6110.2613.4012.8610.8718/01/2018
UK Mid-Cap Equity-0.072.0319.1013.1313.8711.0218/01/2018
Thailand Equity2.585.8020.7213.088.3214.9618/01/2018
India Equity-1.412.4622.3413.0014.9418.5818/01/2018
Target Date 2046+1.241.3112.1212.9410.7910.0218/01/2018
US Large-Cap Value Equity0.552.544.7012.9315.5411.0918/01/2018
Poland Equity3.482.7526.6712.677.0117.9618/01/2018
Sector Equity Consumer Goods & Services0.442.2412.6012.6612.1613.6318/01/2018
Target Date 2041 - 20451.121.1711.2812.6110.609.8118/01/2018
EMEA Equity2.955.1815.1412.575.7316.2018/01/2018
Europe Large-Cap Value Equity2.090.8613.0312.5610.0712.0518/01/2018
Target Date 2036 - 20401.211.4911.7612.5410.039.6118/01/2018
Sector Equity Alternative Energy-0.120.8817.7612.4012.5514.8318/01/2018
Spain Equity2.443.1616.4912.269.0514.9018/01/2018
Global Emerging Markets Small/Mid-Cap Equity1.242.7018.2212.228.5314.7818/01/2018
EUR Aggressive Allocation1.170.3613.1812.158.3410.2618/01/2018
Europe Large-Cap Blend Equity1.660.6314.3212.109.9311.0718/01/2018
UK Flex-Cap Equity0.842.8115.4712.0511.8910.7718/01/2018
Global Equity Income0.711.419.0812.0311.4910.3418/01/2018
Switzerland Large-Cap Equity0.770.1912.5411.8712.3611.5218/01/2018
Target Date 2031 - 20350.890.7410.0411.8510.029.5818/01/2018
Asia ex-Japan Small/Mid-Cap Equity0.711.9014.4811.8310.7114.9018/01/2018
Asia-Pacific ex-Japan Equity Income0.440.4912.0211.708.8013.7818/01/2018
Global Frontier Markets Equity2.974.0615.5411.4811.6411.7418/01/2018
Asia High Yield Bond-1.80-4.19-5.2511.428.2111.4618/01/2018
Europe Equity Income1.500.2312.5211.2910.4410.8318/01/2018
Property - Indirect Europe-0.733.0517.5411.2812.5313.7018/01/2018
Sector Equity Natural Resources2.797.426.1511.240.5822.6418/01/2018
Europe High Yield Bond-0.13-0.807.9511.187.319.3618/01/2018
EUR Aggressive Allocation - Global1.091.3811.5211.178.619.9818/01/2018
GBP Adventurous Allocation1.442.7812.2711.0510.039.0818/01/2018
Target Date 2026 - 20300.610.749.4811.019.709.3518/01/2018
Brazil Equity4.34-1.5315.5710.39-1.5635.1518/01/2018
Islamic Global Equity1.161.966.6010.378.7010.8618/01/2018
EUR High Yield Bond-0.29-1.137.3710.316.1110.5518/01/2018
Global Bond - ILS-1.28-2.811.9810.198.1910.3518/01/2018
Latin America Equity4.64-1.6115.2010.18-0.4524.5018/01/2018
Global Emerging Markets Bond - EUR Biased-0.18-0.878.0610.083.4112.4218/01/2018
USD Aggressive Allocation-0.04-0.372.5110.078.4210.0518/01/2018
Sector Equity Infrastructure-1.03-2.167.109.969.8614.2018/01/2018
Global Emerging Markets Corporate Bond - EUR Biased-0.46-1.417.009.923.3711.2818/01/2018
Korea Equity-0.504.2514.599.905.5216.3718/01/2018
Sector Equity Precious Metals0.50-1.18-11.159.66-6.8742.1418/01/2018
Property - Indirect Asia1.471.658.909.665.6513.9118/01/2018
Global High Yield Bond - EUR Hedged-0.17-1.196.309.524.8610.2618/01/2018
Global Emerging Markets Allocation1.480.8512.159.494.8713.0118/01/2018
UK Large-Cap Blend Equity0.582.1911.039.449.189.8418/01/2018
Convertible Bond - Asia/Japan-0.43-0.582.919.328.3110.8218/01/2018
Australia & New Zealand Equity-1.16-1.000.929.272.7016.6318/01/2018
UK Large-Cap Growth Equity0.472.2610.209.269.749.8218/01/2018
Global Emerging Markets Corporate Bond-2.11-4.43-4.199.236.3210.2918/01/2018
EUR Moderate Allocation0.46-0.337.909.225.929.5618/01/2018
NOK Moderate Allocation2.71-0.494.879.174.8810.3318/01/2018
Singapore Equity1.822.5015.019.156.3514.8118/01/2018
EUR Flexible Allocation0.71-0.239.759.155.3010.2018/01/2018
SEK Moderate Allocation0.70-1.796.109.126.268.1218/01/2018
South Africa & Namibia Equity1.169.2910.368.995.9519.5118/01/2018
Convertible Bond - Europe0.24-1.367.188.965.428.7318/01/2018
Global Emerging Markets Bond-1.55-3.49-1.798.945.1311.1918/01/2018
Asia Allocation0.550.035.958.905.9712.4318/01/2018
GBP Moderately Adventurous Allocation0.972.029.588.898.587.6018/01/2018
UK Equity Income0.271.1710.198.8710.269.3418/01/2018
EUR Moderate Allocation - Global0.440.247.618.826.159.0018/01/2018
EUR Flexible Allocation - Global0.650.478.748.785.589.8418/01/2018
Target Date 2021 - 20250.23-0.186.518.776.908.7518/01/2018
Sector Equity Healthcare1.14-0.959.328.7415.9914.1318/01/2018
Sector Equity Private Equity-2.60-4.586.418.738.5911.2218/01/2018
Emerging Markets Equity PP6.742.6326.378.588.5913.8202/05/2017
Global High Yield Bond-1.83-4.22-4.838.557.049.1618/01/2018
UK Large-Cap Value Equity0.661.647.078.508.979.5618/01/2018
Sector Equity Agriculture-0.841.567.388.445.7412.1518/01/2018
Convertible Bond - Global0.06-1.890.848.427.778.7818/01/2018
ASEAN Equity1.744.9014.398.375.6014.8518/01/2018
Convertible Bond - Global, EUR Hedged0.71-0.247.368.335.859.1618/01/2018
Property - Indirect Eurozone0.203.1414.638.0111.0114.1818/01/2018
USD Moderate Allocation-0.73-1.67-0.697.897.699.5618/01/2018
SEK Flexible Allocation0.82-1.215.387.885.259.5518/01/2018
Convertible Bond - Global, USD Hedged-0.54-3.02-2.967.838.888.8118/01/2018
USD High Yield Bond-1.92-4.27-5.907.716.529.1718/01/2018
RMB High Yield Bond-1.92-4.22-5.987.506.749.6718/01/2018
Islamic Global Bond-0.93-2.69-3.977.452.9211.0418/01/2018
Global Flexible Bond - EUR Hedged-0.40-1.245.017.393.309.8718/01/2018
Asia Bond-2.36-4.89-6.307.195.3910.1318/01/2018
Target Date 2016 - 2020-0.09-0.644.287.134.818.8118/01/2018
USD Flexible Allocation-0.92-2.09-1.327.115.4610.4018/01/2018
EUR Corporate Bond-0.66-1.364.467.034.319.8218/01/2018
EUR Cautious Allocation - Global-0.14-0.744.916.993.928.9518/01/2018
Emerging Europe Bond-0.81-1.513.666.912.9410.9418/01/2018
DKK Bond-0.87-1.324.096.913.8510.1418/01/2018
EUR Cautious Allocation-0.24-1.024.726.883.898.9018/01/2018
RMB Bond-1.09-1.88-0.236.775.789.4218/01/2018
Greece Equity4.068.2829.936.67-28.1818/01/2018
DKK Domestic Bond-0.87-1.343.646.613.3510.0318/01/2018
Global Equity PP4.99-0.1410.966.618.2910.6828/09/2017
GBP Moderate Allocation0.721.567.146.546.665.9518/01/2018
Global Corporate Bond - EUR Hedged-0.96-1.604.416.513.1710.4018/01/2018
GBP Flexible Allocation0.891.957.856.486.596.5018/01/2018
Global Flexible Bond-1.25-2.98-3.246.464.739.5518/01/2018
Sector Equity Communications-0.93-2.09-1.536.4610.2813.1818/01/2018
EUR Flexible Bond-0.47-1.283.816.393.139.6318/01/2018
Global Flexible Bond - USD Hedged-2.13-4.27-6.306.355.549.1618/01/2018
EUR Inflation-Linked Bond-0.81-0.852.856.292.449.8618/01/2018
Europe Bond-0.74-1.332.816.234.659.6918/01/2018
USD Flexible Bond-2.32-4.59-7.216.225.069.5318/01/2018
Target Date 2011 - 2015-0.23-1.463.086.204.049.1818/01/2018
Sector Equity Utilities-3.76-7.890.376.199.0215.6518/01/2018
GBP High Yield Bond0.360.385.506.075.745.1018/01/2018
Property - Direct Other-1.01-4.22-4.966.05-1.1511.3618/01/2018
USD Cautious Allocation-1.66-3.46-4.886.045.299.3618/01/2018
EUR Bond - Long Term-1.15-1.802.596.036.7516.3618/01/2018
JPY Bond-1.23-3.28-9.255.930.3916.4818/01/2018
Global Corporate Bond - USD Hedged-2.73-4.87-6.945.886.0810.2018/01/2018
EUR Diversified Bond-0.81-1.612.515.853.419.9418/01/2018
NOK Cautious Allocation2.38-1.781.375.811.3210.5118/01/2018
EUR Corporate Bond - Short Term-0.61-1.382.525.782.319.3418/01/2018
Property - Indirect Global-3.06-3.11-1.425.707.6413.6718/01/2018
GBP Inflation-Linked Bond-0.680.521.985.656.6311.3118/01/2018
Global Emerging Markets Bond - Local Currency0.40-1.353.215.570.7413.9818/01/2018
Global Bond - EUR Hedged-0.57-1.573.235.512.2610.5718/01/2018
SEK Cautious Allocation0.18-2.412.685.442.568.5018/01/2018
Global Inflation-Linked Bond - EUR Hedged-0.97-1.311.505.421.6511.4818/01/2018
Global Corporate Bond-0.79-2.11-2.935.414.649.3318/01/2018
Global Bond - EUR Biased-0.99-2.091.045.322.679.5618/01/2018
USD Corporate Bond-3.06-5.08-7.055.295.5110.3218/01/2018
EUR Government Bond-0.89-1.711.545.263.4010.4418/01/2018
Global High Yield Bond - GBP Hedged0.570.535.515.244.545.2418/01/2018
Global Inflation-Linked Bond - USD Hedged-2.68-4.19-9.345.234.9811.7918/01/2018
EUR Diversified Bond - Short Term-0.71-1.581.795.181.709.3618/01/2018
NOK High Yield Bond2.16-2.692.465.15-1.8713.4618/01/2018
Asia Bond - Local Currency-1.69-2.15-3.035.103.2510.9418/01/2018
EUR Ultra Short-Term Bond-0.73-1.541.645.041.269.3918/01/2018
Sector Equity Biotechnology0.10-7.217.825.0019.3122.0418/01/2018
SEK Corporate Bond-0.31-3.450.664.930.389.5618/01/2018
EUR Money Market-0.73-1.521.434.881.049.4218/01/2018
EUR Government Bond - Short Term-0.73-1.641.204.881.489.4518/01/2018
GBP Moderately Cautious Allocation0.320.894.664.844.914.5118/01/2018
Global Bond - USD Biased-2.36-5.19-8.864.833.8510.2918/01/2018
Property - Direct UK0.272.278.814.827.304.2818/01/2018
EUR Money Market - Short Term-0.72-1.531.324.790.929.4318/01/2018
Global Bond - USD Hedged-2.51-4.93-8.554.524.9210.5118/01/2018
GBP Cautious Allocation0.190.804.294.384.713.8618/01/2018
GBP Corporate Bond-0.191.105.024.255.465.6718/01/2018
Convertible Bond - Global, GBP Hedged1.871.688.164.255.956.4118/01/2018
Property - Direct Europe-0.67-2.470.634.22-0.1610.4718/01/2018
Global Bond - NOK Hedged1.84-3.48-1.074.20-0.6412.2618/01/2018
Sector Equity Energy2.346.17-5.344.17-0.8719.2218/01/2018
Global Bond-1.57-3.15-3.874.132.7410.1518/01/2018
USD Diversified Bond-2.95-5.48-9.164.124.0910.4918/01/2018
Indonesia Equity2.325.293.344.092.0822.5018/01/2018
Global Bond - GBP Biased0.250.455.684.063.862.7518/01/2018
SEK Bond-0.86-3.76-1.004.020.579.9318/01/2018
SGD Money Market-1.43-2.31-3.623.831.809.4918/01/2018
HKD Bond-2.53-5.40-10.093.793.1010.0318/01/2018
RMB Bond - Onshore-1.23-2.51-5.173.773.799.5818/01/2018
NOK Bond - Short Term1.90-3.11-1.963.70-1.6311.3418/01/2018
GBP Flexible Bond0.110.724.133.674.194.6118/01/2018
Global Flexible Bond - GBP Hedged0.360.524.453.653.853.5218/01/2018
AUD Bond-0.71-2.45-4.113.650.1412.4918/01/2018
USD Diversified Bond - Short Term-2.58-5.13-10.193.513.129.5218/01/2018
CHF Aggressive Allocation0.55-0.151.963.495.7511.1318/01/2018
NOK Bond1.78-3.22-1.753.43-1.1711.3818/01/2018
GBP Diversified Bond-0.390.813.573.414.586.1118/01/2018
USD Money Market - Short Term-2.47-4.90-10.323.353.019.3518/01/2018
Commodities - Precious Metals1.231.495.533.26-4.1422.4018/01/2018
USD Government Bond-3.07-5.54-9.163.242.9311.2018/01/2018
Property - Direct Global-0.51-1.56-0.503.23-2.8210.9318/01/2018
Global Inflation-Linked Bond-1.78-3.49-5.793.200.929.8018/01/2018
USD Money Market-2.53-4.97-10.493.202.869.3618/01/2018
SEK Bond - Short Term-0.55-3.69-1.233.19-0.939.4218/01/2018
SEK Money Market-0.56-3.70-1.573.17-1.209.4218/01/2018
AUD Money Market-0.48-3.10-5.302.92-1.7112.0818/01/2018
HKD Money Market-2.54-5.17-11.522.822.749.4918/01/2018
GBP Government Bond-0.990.551.832.784.558.2418/01/2018
CHF Moderate Allocation0.04-0.95-0.602.516.7511.4018/01/2018
Global Corporate Bond - GBP Hedged-0.160.063.432.503.163.4218/01/2018
Africa Equity4.529.0218.482.481.4215.3718/01/2018
Canada Equity-3.14-4.39-7.282.321.7712.9918/01/2018
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
USD Inflation-Linked Bond-3.07-4.85-10.482.011.0911.1818/01/2018
Global High Yield Bond - CHF Hedged-0.57-2.93-3.951.925.4813.3418/01/2018
CAD Money Market-2.08-4.92-6.241.82-1.4310.1918/01/2018
CAD Bond-1.85-5.29-7.351.78-0.0210.1218/01/2018
Convertible Bond - Global, CHF Hedged0.49-1.82-2.291.756.5412.7018/01/2018
Global Bond - GBP Hedged0.12-0.102.161.682.543.4418/01/2018
Global Inflation-Linked Bond - GBP Hedged-0.200.301.231.601.754.9018/01/2018
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2418.4824/11/2016
Africa & Middle East Equity2.31-0.56-0.190.825.7814.8218/01/2018
Property - Indirect North America-6.82-8.78-13.040.777.5517.6518/01/2018
GBP Diversified Bond - Short Term-0.12-0.200.020.550.371.4218/01/2018
Global Flexible Bond - CHF Hedged-0.78-2.84-4.910.273.7713.2418/01/2018
Global Bond - CHF Biased-1.09-3.12-5.210.222.9912.8618/01/2018
GBP Money Market0.010.030.120.220.220.2718/01/2018
GBP Money Market - Short Term0.010.040.120.210.200.0418/01/2018
CHF Cautious Allocation-0.37-2.10-3.760.184.1411.7818/01/2018
Global Corporate Bond - CHF Hedged-1.41-3.32-5.160.164.3514.0718/01/2018
Commodities - Broad Basket-0.051.79-3.73-0.31-6.8715.9818/01/2018
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
CHF Bond-1.50-3.53-8.06-0.723.0113.7918/01/2018
Global Bond - CHF Hedged-1.11-3.44-6.62-0.893.2714.2518/01/2018
CHF Money Market-1.08-3.14-7.96-1.871.6812.7118/01/2018
CHF Bond - Short Term-0.96-2.92-8.03-1.971.7812.8118/01/2018
Turkey Equity-1.130.3726.66-3.12-5.0123.8718/01/2018
Commodities - Broad Agriculture-1.71-4.71-17.14-6.40-8.4713.8718/01/2018
TRY Bond-2.78-7.87-5.75-10.45-8.2918.3818/01/2018
Commodities - Energy-12.783.93-9.20-15.04-10.3622.7430/10/2017
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-------
Asia ex Japan Equity - Currency Hedged-------
Asia-Pacific Equity - Currency Hedged-------
Capital Protected-------
Commodities - Grains--4.16---26.5505/10/2017
Commodities - Other-------
Convertible Bond - Other-------
Convertible Bond - Other Hedged-------
Europe Equity - Currency Hedged-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Global Emerging Markets Equity - Currency Hedged-------
Global Equity - Currency Hedged-------
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity1.684.664.18--12.8410/01/2018
Japan Equity - Currency Hedged-------
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 Europe Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Other-------
Sector Equity 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)