Fund Category Performance: Total Returns

Morningstar
Category
3M
(%)
YTD
(%)
1Y
(%)
3Y
(%)
5Y
(%)
3Y
Std Dev
Other Asia-Pacific Equity11.9525.7044.4720.6326.9720.1801/09/2010
JPY Bond2.6514.5514.8119.898.3217.0901/09/2010
CHF Bond10.0911.1515.6419.839.2910.5801/09/2010
AUD Bond and Cash3.667.9317.5218.0311.8810.9301/09/2010
CHF Global Bond5.435.7610.8417.938.9610.5601/09/2010
Sector Equity Precious Metals3.3214.9339.7817.4822.7928.5401/09/2010
CHF Money Market7.846.249.5317.078.8210.1901/09/2010
Islamic Global Bond1.6317.2123.1516.9010.8910.0101/09/2010
Malaysia Equity9.1525.8739.6816.8717.7712.3801/09/2010
Euro Long Bond4.954.816.3316.828.2413.4701/09/2010
Islamic Money Market1.8517.0421.9816.5411.479.3301/09/2010
Dollar Corporate Bond1.3510.6615.0516.338.419.8801/09/2010
Emerging Markets Bond3.1511.1919.1916.1110.2710.9301/09/2010
Dollar Global Bond0.839.4413.9815.838.479.9401/09/2010
SGD Money Market-0.409.2013.2115.5810.228.5201/09/2010
Dollar Diversified Bond-0.3810.5014.4515.588.1710.2101/09/2010
Asia Bond0.5813.1517.6915.548.7710.0501/09/2010
CHF Cautious Balanced7.895.0510.5114.808.9711.3501/09/2010
Dollar Government Bond-2.619.9611.4714.697.3911.1101/09/2010
Dollar High Yield Bond0.4410.6223.0514.318.6210.5301/09/2010
ASEAN Equity11.9321.4837.2414.2617.7615.2201/09/2010
DKK Bonds1.410.422.6314.128.049.3101/09/2010
NOK Bonds1.283.1611.4713.938.0510.7201/09/2010
SEK Bonds3.778.0210.9613.747.7411.9701/09/2010
Euro Government Bond1.56-1.39-0.0113.597.6010.5201/09/2010
Euro High Yield Bond3.762.6514.1913.028.4014.2301/09/2010
Euro Global Bond1.421.634.3912.916.9910.4101/09/2010
Latin America Equity4.704.9334.4712.9022.0622.3801/09/2010
Sterling Global Bond1.918.4111.5512.837.237.2201/09/2010
Islamic Syariah Equity4.6913.6725.6512.7216.3514.5801/09/2010
Euro Diversified Bond1.42-1.441.1012.417.0310.3201/09/2010
CAD Bond and Cash-4.326.1811.7712.378.7611.2101/09/2010
Emerging Europe Bond1.711.256.0412.248.0312.7701/09/2010
Euro Inflation Linked Bond1.09-2.76-0.0612.196.4910.7101/09/2010
Asia Balanced2.179.0719.1312.0616.0313.0201/09/2010
Euro Corporate Bond2.23-0.413.9511.856.56-01/09/2010
European Bond1.810.253.3911.836.5010.3301/09/2010
NOK Money Market-0.07-0.675.1511.827.6810.1901/09/2010
HKD Money Market-4.724.194.6911.256.2710.2101/09/2010
Dollar Short Bond-3.366.839.7511.015.8910.1401/09/2010
Brazil Equity6.253.0933.2210.9724.6024.7801/09/2010
Euro Global Bond - Hedged2.040.633.1410.456.489.9601/09/2010
SEK Short Bonds2.413.686.1310.416.3012.0401/09/2010
DKK Money Market-0.67-5.79-4.5410.416.989.0101/09/2010
Dollar Money Market-4.574.155.2010.365.7410.3101/09/2010
India Equity5.7712.0934.0010.2518.6120.0601/09/2010
Euro Short Bond-0.30-5.23-3.9110.246.479.6801/09/2010
SEK Money Market1.942.914.159.946.3411.8501/09/2010
Non-Euro Inflation Linked Bond2.197.4210.089.736.228.7401/09/2010
Turkey Equity10.6221.9736.939.2613.9330.9201/09/2010
Euro Money Market, Stable-0.70-6.47-5.569.186.298.9801/09/2010
South Africa & Namibia Equity3.909.3426.589.0713.4518.9001/09/2010
Dollar Cautious Balanced-1.572.127.208.816.979.8601/09/2010
Sterling Government Bond4.789.327.258.375.346.5101/09/2010
Target Date 2000-20140.70-3.54-0.158.356.1910.8101/09/2010
Dollar/Global Convertible Bond0.391.357.458.247.6212.5501/09/2010
Euro Cautious Balanced0.28-3.98-0.618.215.9410.9501/09/2010
Hong Kong Equity4.294.4619.888.0115.5915.6401/09/2010
Euro Money Mkt, Dynamic-0.38-4.56-1.327.845.359.5401/09/2010
Euro Absolute Return-1.01-5.21-3.337.686.1710.4101/09/2010
CHF Aggressive Balanced2.322.188.907.666.0812.0701/09/2010
Dollar Moderate Balanced-1.132.2910.057.466.0411.8001/09/2010
Long-Short Funds-0.59-3.69-2.257.382.4712.0601/09/2010
Emerging Markets Equity3.015.6625.037.3814.5018.3101/09/2010
Guaranteed Funds0.51-2.71-0.636.945.3310.9901/09/2010
SEK Aggressive Balanced1.593.3110.686.757.5813.5501/09/2010
Sterling High Yield Bond4.228.6718.756.535.417.7301/09/2010
NOK Balanced0.561.1710.766.457.0115.9001/09/2010
Euro Convertible Bond1.97-4.502.176.386.7114.0501/09/2010
Sector Equity Biotechnology-5.20-1.142.756.344.0522.2901/09/2010
Sterling Corporate Bond5.6811.1214.666.344.02-01/09/2010
Sterling Diversified Bond4.158.6210.836.253.945.1701/09/2010
Australia and New Zealand Equity5.430.1720.596.0611.8326.3701/09/2010
Asia/Japan Convertible Bond4.460.486.636.049.8112.7001/09/2010
BRIC Equity2.021.1824.136.0318.2918.9801/09/2010
Sector Equity Consumer Goods and Services2.636.9922.366.009.8715.9001/09/2010
Asia-Pacific ex-Japan Equity4.595.5021.985.9513.7418.1801/09/2010
Other0.23-1.962.635.856.2113.5001/09/2010
Non-Euro Absolute Return-1.250.152.905.703.209.1401/09/2010
Greater China Equity2.811.7119.425.5417.0817.1501/09/2010
Switzerland Small/Mid-Cap Equity10.2711.8722.925.4112.3617.5401/09/2010
Singapore Equity9.3112.4331.415.1916.0815.3401/09/2010
Canada Equity-4.963.6827.355.139.7523.1001/09/2010
Euro Moderate Balanced-0.38-4.65-0.185.005.2412.6601/09/2010
Sector Equity Health Care-3.40-3.506.314.933.2915.7001/09/2010
Sweden Small/Mid-Cap Equity3.678.9925.904.2712.5019.5201/09/2010
Taiwan Large-Cap Equity3.53-1.0417.844.1510.8124.3401/09/2010
Sweden Large-Cap Equity6.7611.2121.714.0411.0017.8101/09/2010
Africa Equity-0.7410.4218.153.76-14.6301/09/2010
Africa & Middle East Equity0.2110.118.953.4010.3320.2601/09/2010
Capital Protected0.83-1.471.973.343.5011.6701/09/2010
China Equity1.29-1.1416.283.3120.7017.4901/09/2010
Switzerland Large-Cap Equity7.504.3912.513.218.0816.4001/09/2010
Sector Equity Infrastructure3.734.5717.593.0720.9516.3901/09/2010
Sector Equity Natural Resources0.19-0.5520.502.9112.8021.7701/09/2010
Dollar Aggressive Balanced-2.040.499.532.814.6413.7801/09/2010
Derivative Commodities2.45-5.365.422.602.1522.7401/09/2010
Sterling Money Market0.100.260.492.443.170.1801/09/2010
Sector Equity Communications6.552.4913.352.006.7317.0501/09/2010
Sector Equity Industrial Materials-0.340.2916.091.9710.0622.1601/09/2010
Sterling Cautious Balanced1.782.838.361.763.247.4801/09/2010
Other Europe Equity1.750.768.461.619.1424.1801/09/2010
Euro Aggressive Balanced-1.05-5.031.351.414.1414.7401/09/2010
U.S. Small-Cap Equity-9.792.1614.811.313.2924.0101/09/2010
Sector Equity Technology-5.07-2.3912.041.265.1621.4601/09/2010
Asia-Pacific with Japan Equity-0.712.9910.761.196.6815.5901/09/2010
Target Date 2015+0.58-1.116.261.165.8214.7401/09/2010
Finland Equity6.224.1814.580.959.6321.2601/09/2010
Sector Equity Energy-2.60-7.965.290.944.0819.9001/09/2010
Sector Equity Real Estate Indirect - Asia7.087.1814.730.5811.4315.9801/09/2010
U.S. Mid-Cap Equity-7.97-0.8711.030.092.7120.8101/09/2010
U.S. Large-Cap Growth Equity-7.31-2.669.830.081.0119.5601/09/2010
Europe ex-UK Small/Mid Cap Equity3.701.3115.80-0.018.1718.4201/09/2010
UK Large-Cap Growth Equity5.192.6313.84-0.174.5316.3501/09/2010
Germany Small/Mid-Cap Equity2.81-1.539.60-0.216.9018.2901/09/2010
Korea Equity5.898.6822.54-0.2412.1324.3901/09/2010
Sterling Aggressive Balanced1.011.448.74-0.283.5410.4201/09/2010
Global Small/Mid Cap Equity-1.48-0.289.72-0.404.9217.1201/09/2010
Europe Large-Cap Growth Equity5.010.3911.62-0.716.1616.8301/09/2010
Nordic Equity3.483.4616.41-0.738.2420.2501/09/2010
Russia Equity-0.197.7944.26-0.7714.1025.4701/09/2010
Norway Equity1.09-4.9622.16-0.946.4129.4301/09/2010
Global Large-Cap Growth Equity-2.45-2.058.86-1.123.7617.2901/09/2010
Sector Equity Utilities1.56-5.890.88-1.326.6316.1701/09/2010
Global Large-Cap Blend Equity-2.00-2.277.03-1.343.2116.3601/09/2010
Global Large-Cap Value Equity-0.36-1.847.76-1.373.1715.9301/09/2010
U.S. Large-Cap Blend Equity-7.45-3.387.28-1.560.9518.5401/09/2010
Sector Equity Real Estate Direct-0.50-2.101.82-1.752.719.2101/09/2010
UK Large-Cap Blend Equity4.972.2413.10-2.073.8015.3501/09/2010
Japan Small/Mid-Cap Equity-8.492.10-4.47-2.10-4.1315.4801/09/2010
Denmark Equity0.334.429.32-2.118.0219.1901/09/2010
Emerging Europe Equity1.444.5525.34-2.188.3122.5701/09/2010
Germany Large-Cap Equity0.95-5.865.18-2.187.0220.6801/09/2010
U.S. Large-Cap Value Equity-6.27-1.818.59-2.360.1918.4201/09/2010
Europe ex-UK Large-Cap Equity4.12-5.843.31-2.924.9018.6601/09/2010
Spain Equity8.40-16.74-9.52-3.266.6726.4801/09/2010
UK Large-Cap Value Equity5.051.7611.05-3.382.9114.1001/09/2010
Europe Large-Cap Blend Equity3.58-4.494.85-3.783.2518.0301/09/2010
Sector Equity Ecology-1.81-7.832.03-3.983.0519.9801/09/2010
France Small/Mid-Cap Equity0.13-4.044.56-4.094.0219.1401/09/2010
Eurozone Small-Cap Equity0.95-3.843.98-4.274.2620.4501/09/2010
Sector Equity Financial Services1.430.776.96-4.291.9922.2001/09/2010
UK Small-Cap Equity5.197.2316.03-4.393.9414.1001/09/2010
Japan Large-Cap Equity-6.881.56-2.52-4.47-1.5014.6501/09/2010
Europe Large-Cap Value Equity3.29-6.172.00-4.532.5618.0501/09/2010
Europe Mid-Cap Equity3.32-1.628.00-4.594.6618.2401/09/2010
Netherlands Equity-3.76-8.791.91-4.704.9320.5431/08/2010
Europe Small-Cap Equity4.151.5312.84-4.964.4918.1001/09/2010
Sector Equity Real Estate Indirect2.946.3017.56-5.103.7717.4001/09/2010
UK Mid-Cap Equity4.473.6312.72-5.332.8714.4701/09/2010
Eurozone Large-Cap Equity2.29-10.88-2.61-5.472.4221.0601/09/2010
France Large-Cap Equity0.49-12.82-4.82-5.691.7921.4801/09/2010
Sector Equity Other6.231.3717.49-6.212.8818.7901/09/2010
Belgium Equity4.21-2.583.44-7.001.7718.2401/09/2010
Sector Equity Real Estate Indirect - Europe7.82-1.824.30-9.220.09-01/09/2010
Sector Equity Alternative Energy-0.42-15.70-6.78-9.271.4124.7801/09/2010
Portugal Equity3.58-21.21-13.98-10.324.24-01/09/2010
Emerging Europe ex-Russia Equity3.131.436.19-10.582.6623.4401/09/2010
Austria Equity0.26-6.49-5.64-11.190.1920.9101/09/2010
Sector Equity Private Equity-1.854.9014.04-12.52-4.5820.3301/09/2010
Eurozone Mid-Cap Equity0.58-18.19-16.86-12.774.2820.6601/09/2010
Italy Equity1.44-16.09-10.74-12.81-2.9622.7601/09/2010
Global Equity PP-5.07-12.78-2.61-13.15-3.3318.4505/08/2010
Greece Equity-1.89-35.21-42.12--34.5731/08/2010
Other Africa & Middle East Equity0.603.2717.73--24.5401/09/2010
Other Americas Equity10.1010.1041.69--20.1101/04/2010
Turkey Bond1.629.6113.77--8.1101/09/2010

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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