Fund Category Performance: Total Returns

Morningstar
Category
3M
(%)
YTD
(%)
1Y
(%)
3Y
(%)
5Y
(%)
3Y
Std Dev
Brazil Equity3.692.80121.0519.5127.6236.8204/03/2010
AUD Bond and Cash6.926.4831.8719.1312.6215.5004/03/2010
Latin America Equity5.344.42108.3618.9826.4931.3704/03/2010
Other Asia-Pacific Equity12.408.40112.1818.2318.9932.9304/03/2010
China Equity0.050.4966.1217.9025.0735.5504/03/2010
India Equity10.637.22113.5117.2222.4136.4104/03/2010
CAD Bond and Cash11.769.8019.0016.9111.2712.6604/03/2010
JPY Bond10.2511.294.3416.557.7918.9004/03/2010
CHF Global Bond4.894.6419.0916.289.4615.3004/03/2010
Emerging Europe Bond5.206.4432.6816.2310.2416.0204/03/2010
NOK Bonds7.176.3725.3816.2210.1611.5704/03/2010
CHF Bond5.094.7913.5116.168.4416.4304/03/2010
NOK Money Market5.444.8217.1615.5710.0710.7504/03/2010
Dollar Global Bond9.108.2318.6915.459.6212.6504/03/2010
Euro Long Bond1.674.1210.2215.429.8318.2604/03/2010
Malaysia Equity13.3110.9246.7715.3015.3918.9204/03/2010
Asia Balanced9.597.3451.6815.2616.3620.9804/03/2010
Euro Government Bond1.413.287.5715.219.1915.0904/03/2010
CHF Money Market3.563.203.4615.167.9216.3304/03/2010
DKK Bonds2.473.589.7715.079.3416.0004/03/2010
Hong Kong Equity2.792.5768.5014.9919.0228.0404/03/2010
Emerging Markets Bond9.418.3634.2214.2411.3117.3904/03/2010
BRIC Equity4.993.8895.3714.2225.7031.8604/03/2010
Dollar Diversified Bond10.338.4911.3214.219.3412.4104/03/2010
DKK Money Market0.782.074.3714.198.9113.5404/03/2010
Euro Corporate Bond-5.78-1.0336.7014.068.69-04/03/2010
Sector Equity Precious Metals-1.475.9144.3014.0220.6540.8004/03/2010
Greater China Equity3.801.2661.8713.8717.9230.0204/03/2010
Asia Bond11.449.3916.9013.809.0314.3304/03/2010
Euro Inflation Linked Bond0.291.9911.2113.728.3016.9204/03/2010
Euro Global Bond3.704.8011.4513.718.3314.2004/03/2010
Dollar Government Bond10.568.76-0.5713.598.6613.5204/03/2010
Dollar Corporate Bond10.638.2722.0613.578.8513.9304/03/2010
Euro Diversified Bond2.023.5510.6013.308.5114.6604/03/2010
SEK Bonds8.478.5827.6313.257.8014.4204/03/2010
Islamic Global Bond11.349.609.2213.2211.1412.4704/03/2010
CHF Cautious Balanced4.573.7913.3513.198.5215.1704/03/2010
ASEAN Equity10.646.4683.1613.1918.0728.3204/03/2010
Islamic Syariah Equity12.158.8048.7113.0913.4819.2604/03/2010
Euro Short Bond1.132.436.1113.058.2113.5204/03/2010
European Bond2.854.2618.6013.008.0614.5004/03/2010
Euro Global Bond - Hedged2.223.7011.6612.997.8015.4104/03/2010
Euro High Yield Bond6.115.4761.8112.889.1019.7404/03/2010
Euro Money Market, Stable0.471.802.3612.818.0613.4404/03/2010
SGD Money Market9.468.127.5912.5510.0810.7504/03/2010
Islamic Money Market10.519.174.5912.489.8811.6004/03/2010
Emerging Markets Equity7.924.8387.7512.3817.1428.2504/03/2010
Turkey Equity10.943.67122.6612.0913.3745.2404/03/2010
Dollar High Yield Bond12.928.5342.9112.029.3715.1804/03/2010
South Africa & Namibia Equity13.897.3798.1412.0015.74-04/03/2010
Euro Absolute Return1.872.667.9811.998.5914.2704/03/2010
Australia and New Zealand Equity9.645.67107.5911.6815.2030.2804/03/2010
Asia-Pacific ex-Japan Equity6.423.2775.7911.6715.3027.6904/03/2010
SEK Money Market6.937.2621.3211.476.5313.2604/03/2010
HKD Money Market9.657.15-6.0911.327.7611.7304/03/2010
Sterling Global Bond4.824.8117.7611.207.6510.6804/03/2010
Canada Equity16.5512.00106.1311.1615.2929.0404/03/2010
Euro Money Mkt, Dynamic1.993.097.5711.027.0313.6104/03/2010
Long-Short Funds1.182.638.6310.795.6316.2604/03/2010
Target Date 2000-20142.012.8016.9210.778.6115.1704/03/2010
Sector Equity Biotechnology18.0912.8033.2110.6410.9421.4504/03/2010
Dollar Money Market9.857.27-4.7910.637.5611.5304/03/2010
Dollar Short Bond10.858.055.6410.617.2711.1604/03/2010
Euro Cautious Balanced1.932.7115.5610.467.8814.5504/03/2010
Dollar/Global Convertible Bond7.155.0424.9510.149.4817.0704/03/2010
Sector Equity Consumer Goods and Services11.957.7367.7610.0212.8322.1804/03/2010
Guaranteed Funds1.632.848.569.917.7715.4704/03/2010
Euro Convertible Bond3.022.6631.519.898.9418.8304/03/2010
NOK Balanced7.976.2845.259.72-16.8004/03/2010
Dollar Cautious Balanced6.605.3117.019.688.5811.4804/03/2010
Sector Equity Natural Resources6.705.1084.659.2716.2132.7904/03/2010
Taiwan Large-Cap Equity7.09-2.2863.849.1511.6530.6004/03/2010
Sector Equity Infrastructure8.374.8462.438.9718.0823.5404/03/2010
SEK Aggressive Balanced7.637.0347.268.739.2918.0404/03/2010
Sector Equity Energy8.734.0853.488.6911.8326.1604/03/2010
Other3.273.2826.308.658.4516.1004/03/2010
Dollar Moderate Balanced8.116.1328.848.427.7113.9004/03/2010
Non-Euro Inflation Linked Bond2.403.3314.608.396.7012.1004/03/2010
Sector Equity Health Care12.408.3036.188.307.9217.8204/03/2010
Africa & Middle East Equity9.908.9845.388.3011.4027.3504/03/2010
CHF Aggressive Balanced6.134.5028.258.227.5616.4504/03/2010
Asia/Japan Convertible Bond5.254.7529.147.969.0219.0404/03/2010
Euro Moderate Balanced2.482.6321.837.677.6116.4104/03/2010
Africa Equity13.6511.8277.477.64-25.1004/03/2010
Sector Equity Industrial Materials10.396.6170.217.3711.5529.1604/03/2010
Taiwan Small/Mid-Cap Equity6.40-3.9258.617.3312.9934.3704/03/2010
Sector Equity Technology10.893.5960.567.188.3624.7604/03/2010
Capital Protected1.742.368.217.166.7415.3404/03/2010
Derivative Commodities2.241.2627.606.999.7326.1204/03/2010
Singapore Equity8.092.90100.096.9117.0529.2404/03/2010
Korea Equity9.234.3384.206.7413.0237.5604/03/2010
Dollar Aggressive Balanced7.495.5038.926.557.9016.5804/03/2010
Sweden Small/Mid-Cap Equity12.8112.44115.186.2614.4229.4304/03/2010
Finland Equity10.487.8181.916.1413.1027.0004/03/2010
Norway Equity9.795.93106.945.6314.4335.0904/03/2010
Sweden Large-Cap Equity8.889.9399.735.5012.1430.1504/03/2010
Switzerland Small/Mid-Cap Equity9.807.4570.825.3913.1825.0204/03/2010
Sterling Government Bond-1.510.434.574.884.787.8204/03/2010
Euro Aggressive Balanced3.502.6331.784.716.9818.7704/03/2010
Non-Euro Absolute Return4.013.1013.334.6810.5911.7504/03/2010
U.S. Large-Cap Growth Equity11.896.5751.774.455.4421.1604/03/2010
Target Date 2015+4.773.9240.644.267.6919.3704/03/2010
U.S. Mid-Cap Equity13.637.4755.244.196.3822.9504/03/2010
Switzerland Large-Cap Equity8.796.8362.414.1710.0920.7704/03/2010
Sector Equity Communications4.321.8832.844.167.6021.1204/03/2010
Germany Small/Mid-Cap Equity4.694.3664.784.1510.4429.2404/03/2010
Asia-Pacific with Japan Equity8.286.0758.134.119.2122.6204/03/2010
Sterling High Yield Bond5.153.3749.434.085.1213.1904/03/2010
Nordic Equity10.559.6387.903.9112.6528.2504/03/2010
U.S. Small-Cap Equity16.889.6468.603.747.1824.9004/03/2010
Sterling Money Market0.130.080.843.133.500.9104/03/2010
Sterling Diversified Bond1.131.8017.753.033.317.3604/03/2010
Other Americas Equity7.120.2850.443.0113.5729.7012/02/2010
Denmark Equity10.5510.7278.542.8613.3526.6404/03/2010
Sector Equity Utilities4.790.2624.652.819.9720.3304/03/2010
Germany Large-Cap Equity1.690.1956.032.729.5330.2704/03/2010
Sector Equity Real Estate Direct1.771.812.402.666.8712.6204/03/2010
Emerging Europe Equity10.368.22120.552.6313.1835.4404/03/2010
Netherlands Equity5.592.2375.762.5310.0128.7204/03/2010
Russia Equity17.1913.46171.762.4720.3041.8104/03/2010
Europe Large-Cap Growth Equity5.394.0254.782.448.8222.6004/03/2010
Global Small/Mid Cap Equity8.665.5757.212.227.7722.8604/03/2010
U.S. Large-Cap Blend Equity10.986.5050.112.164.1719.8604/03/2010
Global Large-Cap Growth Equity7.444.5750.222.156.9321.5804/03/2010
Global Large-Cap Blend Equity7.054.3949.001.866.1820.4704/03/2010
Spain Equity-5.94-6.3952.481.719.7026.6204/03/2010
Sector Equity Other11.088.0962.001.608.9327.0204/03/2010
Europe ex-UK Large-Cap Equity3.311.8855.551.508.5324.7504/03/2010
Europe ex-UK Small/Mid Cap Equity7.315.5381.331.3911.3826.9604/03/2010
Global Large-Cap Value Equity6.443.9251.701.046.1720.8504/03/2010
Sterling Cautious Balanced2.642.0427.381.043.7710.8104/03/2010
Eurozone Small-Cap Equity5.224.6567.720.8810.6526.9804/03/2010
UK Large-Cap Growth Equity4.813.1056.080.666.2120.6804/03/2010
Sector Equity Real Estate Indirect - Asia5.454.5869.540.3815.3726.9704/03/2010
U.S. Large-Cap Value Equity11.186.8454.890.333.5622.0104/03/2010
Sterling Aggressive Balanced3.952.5337.150.315.0314.1904/03/2010
Europe Large-Cap Blend Equity3.112.0653.350.246.4423.1804/03/2010
France Small/Mid-Cap Equity4.303.4169.380.077.8324.4304/03/2010
Sector Equity Ecology3.970.6942.69-0.117.0525.8304/03/2010
France Large-Cap Equity1.64-0.4453.45-0.156.2625.3504/03/2010
Eurozone Large-Cap Equity-0.21-1.1852.27-0.196.0826.0404/03/2010
USA Equity PP1.22-1.8215.44-0.651.2519.9812/02/2010
UK Large-Cap Blend Equity4.992.8254.10-0.715.4119.6704/03/2010
Sector Equity Alternative Energy-2.21-5.2036.68-0.807.2731.7004/03/2010
Europe Mid-Cap Equity4.753.8659.61-0.898.5125.3904/03/2010
Europe Large-Cap Value Equity2.111.1653.79-1.205.4023.3304/03/2010
Europe Small-Cap Equity5.644.7368.33-2.747.5526.4304/03/2010
UK Large-Cap Value Equity4.422.1250.67-2.794.4419.3004/03/2010
Europe Equity PP-7.00-8.6815.70-2.953.7023.4312/02/2010
Portugal Equity-14.64-11.4455.90-3.186.69-04/03/2010
Sector Equity Financial Services7.255.2886.02-3.604.0930.5204/03/2010
Eurozone Mid-Cap Equity-3.22-1.4243.93-4.337.4925.8004/03/2010
Japan Small/Mid-Cap Equity10.959.8233.69-4.52-0.6020.8104/03/2010
Japan Large-Cap Equity11.6510.4034.26-4.771.6419.7704/03/2010
Emerging Europe ex-Russia Equity5.388.0587.00-4.975.9333.6504/03/2010
UK Mid-Cap Equity4.052.1358.81-5.263.6822.7204/03/2010
Belgium Equity5.316.5474.39-5.444.0428.8004/03/2010
UK Small-Cap Equity2.941.7357.61-5.763.5023.6104/03/2010
Sterling Corporate Bond-7.14-4.4934.91-5.87-1.598.5804/03/2010
Austria Equity-3.23-0.0774.44-7.955.0634.0404/03/2010
Italy Equity-2.51-2.6549.40-8.130.5825.8604/03/2010
Other Europe Equity8.088.8261.42-8.324.4932.4104/03/2010
Sector Equity Real Estate Indirect7.704.2073.59-9.104.0729.1604/03/2010
Global Equity PP-4.95-7.0514.70-11.16-1.6821.0419/02/2010
Sector Equity Private Equity10.429.5794.69-11.31-2.1026.4204/03/2010
Sector Equity Real Estate Indirect - Europe-6.27-2.1881.81-11.774.64-04/03/2010
Greece Equity-15.52-6.5138.00--31.2404/03/2010
Other Africa & Middle East Equity18.1112.8447.01--22.9604/03/2010

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)
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