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
Commodities - Grains25.427.0714.1125.746.5416.5811/05/2022
Sector Equity Alternative Energy-5.465.23-0.5324.5315.6022.7827/05/2022
Taiwan Large-Cap Equity-13.11-8.295.7220.8912.6918.0227/05/2022
Vietnam Equity-5.49-6.1520.1219.4613.4724.6727/05/2022
Commodities - Broad Basket34.1817.6943.2717.989.0716.5027/05/2022
Sector Equity Natural Resources17.4211.8323.5517.9610.3324.3527/05/2022
Israel Large/Mid-Cap Equity-8.84-5.2315.3617.3711.6117.7925/05/2022
Sector Equity Technology-21.98-10.13-10.0417.2314.5820.3227/05/2022
Sector Equity Precious Metals1.64-2.08-11.9216.726.3436.0627/05/2022
Commodities - Precious Metals7.66-2.95-1.3116.0011.9620.0127/05/2022
Nordic Small/Mid-Cap Equity-18.05-1.71-12.9214.297.8023.6827/05/2022
Australia & New Zealand Equity1.607.1810.3113.919.5723.0027/05/2022
Denmark Equity-14.44-1.60-7.8813.66-16.2027/05/2022
Sector Equity Private Equity-14.19-2.453.3913.5610.0622.1227/05/2022
US Large-Cap Blend Equity-8.550.597.7813.1311.3715.4327/05/2022
Netherlands Equity-7.52-0.13-1.4112.678.2417.4727/05/2022
Sector Equity Ecology-12.330.32-2.0812.468.6616.8527/05/2022
US Equity Income0.205.8514.7112.0310.4115.1627/05/2022
US Large-Cap Value Equity3.855.8313.9311.999.3116.6527/05/2022
Sector Equity Industrial Materials-3.973.022.7011.618.2618.5427/05/2022
Sweden Equity-18.84-0.58-11.3911.366.0319.9727/05/2022
Canada Equity2.254.3512.5211.077.8617.2527/05/2022
US Large-Cap Growth Equity-20.22-7.30-5.9811.0111.9718.0027/05/2022
Nordic Equity-13.670.84-6.2911.006.7117.7127/05/2022
US Mid-Cap Equity-5.111.933.3110.998.3019.2227/05/2022
Sector Equity Energy43.9326.2160.5110.556.5832.8427/05/2022
US Small-Cap Equity-11.48-1.93-4.3810.429.0821.2527/05/2022
Europe ex-UK Small/Mid-Cap Equity-15.84-1.55-8.9110.145.9320.1727/05/2022
Finland Equity-10.821.23-6.7110.126.1319.1027/05/2022
Switzerland Equity-9.920.084.329.927.1812.4827/05/2022
Sector Equity Utilities8.5713.0320.849.428.4515.5927/05/2022
Sector Equity Agriculture1.557.396.369.267.3115.2127/05/2022
Africa & Middle East Equity10.912.8626.169.088.9717.8627/05/2022
Eurozone Small-Cap Equity-12.12-1.86-6.029.032.9219.3027/05/2022
US Flex-Cap Equity-13.10-4.01-7.038.998.0619.7927/05/2022
Global Large-Cap Growth Equity-17.62-4.98-8.208.768.4215.5827/05/2022
Switzerland Small/Mid-Cap Equity-19.11-5.03-6.978.695.9414.8127/05/2022
Sector Equity Healthcare-11.110.26-1.548.687.8115.2227/05/2022
Global Large-Cap Value Equity-0.123.465.758.625.4515.6727/05/2022
Global Equity Income-1.073.978.568.586.6013.7227/05/2022
Sector Equity Water-13.81-0.17-4.488.586.5615.4727/05/2022
South Africa & Namibia Equity9.431.7310.868.533.1322.9027/05/2022
Global Large-Cap Blend Equity-9.29-0.371.068.507.0614.2127/05/2022
Asia ex-Japan Small/Mid-Cap Equity-9.41-3.12-2.498.444.5717.3027/05/2022
Islamic Global Equity-3.922.433.798.265.1813.0827/05/2022
Commodities - Energy64.0035.86110.748.256.1046.1916/05/2022
Global Frontier Markets Equity-4.66-0.7112.478.102.7719.2627/05/2022
Norway Equity-1.452.114.568.017.4825.7027/05/2022
Property - Indirect Switzerland-6.86-3.920.677.905.459.9913/05/2022
Global Emerging Markets Small/Mid-Cap Equity-10.40-4.16-5.277.864.1918.5327/05/2022
China Equity - A Shares-19.05-13.17-18.977.846.8217.1927/05/2022
India Equity-8.04-1.098.417.815.8920.6427/05/2022
Italy Equity-8.33-0.32-0.297.693.9220.2327/05/2022
Global Flex-Cap Equity-11.59-1.30-5.127.626.1917.4627/05/2022
Korea Equity-10.74-0.28-13.667.541.1118.6327/05/2022
Target Date 2046+-9.56-1.23-1.567.525.6512.8727/05/2022
Europe Small-Cap Equity-17.32-3.06-12.437.504.6320.6027/05/2022
Greece Equity-2.82-0.18-1.687.445.2226.7827/05/2022
Europe Large-Cap Growth Equity-16.79-2.65-8.537.175.3515.2827/05/2022
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Europe ex-UK Equity-10.040.89-3.636.974.4916.9627/05/2022
Global Small/Mid-Cap Equity-14.65-3.34-8.406.935.8719.7627/05/2022
SEK Aggressive Allocation-12.15-1.44-6.156.924.0013.6027/05/2022
Asia-Pacific ex-Japan Equity-7.59-2.72-8.116.885.5614.3727/05/2022
Germany Small/Mid-Cap Equity-16.65-4.61-13.936.864.0518.7327/05/2022
Europe Mid-Cap Equity-16.42-2.11-11.186.844.0518.2027/05/2022
Sector Equity Infrastructure5.359.9815.526.725.0314.4927/05/2022
Target Date 2036 - 2040-9.00-1.43-2.026.564.9312.1027/05/2022
Target Date 2041 - 2045-9.27-1.13-2.316.564.8912.6927/05/2022
UK Small-Cap Equity-16.66-4.10-13.646.475.4722.7427/05/2022
Sector Equity Financial Services-8.31-2.60-1.476.394.8323.5127/05/2022
Systematic Trend USD19.6614.7723.606.353.7614.9227/05/2022
Turkey Equity14.9318.1410.146.29-6.5333.1627/05/2022
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
France Equity-7.330.810.836.054.3018.6027/05/2022
GBP Allocation 80%+ Equity-8.79-0.65-2.425.964.7313.7527/05/2022
France Small/Mid-Cap Equity-9.63-6.11-2.745.632.3020.1411/05/2022
USD Aggressive Allocation-4.112.524.875.604.2611.6527/05/2022
Asia ex-Japan Equity-11.34-6.45-15.785.494.0714.4427/05/2022
Europe Large-Cap Blend Equity-8.880.34-2.085.293.1915.6127/05/2022
Europe Flex-Cap Equity-14.50-1.53-8.865.132.4418.0927/05/2022
Sector Equity Communications-11.16-3.91-5.584.991.9214.8127/05/2022
Europe Large-Cap Value Equity-2.002.321.914.981.9218.9227/05/2022
Long/Short Equity - Global-0.102.103.614.974.5212.2927/05/2022
Target Date 2031 - 2035-7.63-0.93-2.864.863.6711.0627/05/2022
GBP Allocation 60-80% Equity-7.78-0.77-2.024.843.8411.8827/05/2022
SEK Flexible Allocation-9.50-0.15-6.924.832.0113.9027/05/2022
USD Flexible Allocation-0.973.427.114.744.0710.1427/05/2022
CHF Aggressive Allocation-8.390.280.984.732.6110.4927/05/2022
Sector Equity Consumer Goods & Services-16.89-7.64-12.684.713.9917.0727/05/2022
Asia-Pacific Equity-8.71-3.47-8.584.703.8713.1227/05/2022
CHF Moderate Allocation-6.030.201.154.672.288.8727/05/2022
Asia-Pacific ex-Japan Equity Income0.460.761.234.664.0913.9227/05/2022
USD Inflation-Linked Bond1.693.2311.124.613.589.0227/05/2022
Japan Large-Cap Equity-9.16-2.56-4.444.583.7214.0627/05/2022
UK Equity Income-0.193.115.194.502.3318.8827/05/2022
RMB Bond - Onshore2.540.599.614.474.417.4627/05/2022
Pacific ex-Japan Equity2.875.961.774.445.2817.2027/05/2022
Global Bond - ILS7.045.3412.304.41-8.4625/05/2022
Europe Equity Income-3.022.602.404.352.2016.5527/05/2022
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Eurozone Mid-Cap Equity-8.390.37-7.464.302.0518.4827/05/2022
Singapore Equity11.104.8714.764.303.9217.1627/05/2022
USD Moderate Allocation-2.602.295.204.303.779.3227/05/2022
UK Large-Cap Equity-1.152.464.574.253.2318.1127/05/2022
Eurozone Large-Cap Equity-9.78-0.11-5.294.122.1317.4527/05/2022
Convertible Bond - Global-9.11-2.75-7.064.053.059.7727/05/2022
EUR Aggressive Allocation - Global-9.94-1.80-5.243.952.8312.1227/05/2022
Global Inflation-Linked Bond0.821.648.243.903.047.4927/05/2022
GBP Flexible Allocation-6.34-0.96-2.013.892.7010.0627/05/2022
Greater China Equity-15.61-10.21-23.903.843.9817.4627/05/2022
Target Date 2026 - 2030-8.47-2.55-4.393.632.859.5927/05/2022
China Bond-0.62-0.665.223.624.017.3727/05/2022
Austria Equity-9.860.82-3.063.611.5723.9427/05/2022
Global Inflation-Linked Bond - USD Hedged2.463.3112.023.543.009.5427/05/2022
Global Emerging Markets Equity-10.72-5.72-13.493.472.5615.3627/05/2022
Convertible Bond - Global, USD Hedged-6.37-0.26-1.703.462.079.2027/05/2022
UK Flex-Cap Equity-8.82-0.16-5.113.432.6620.2527/05/2022
GBP Allocation 40-60% Equity-6.68-1.46-2.683.422.679.7227/05/2022
Multistrategy USD10.208.3218.373.402.4310.1627/05/2022
Islamic Global Bond13.693.549.363.372.8913.8627/05/2022
SEK Moderate Allocation-11.05-1.74-8.713.261.2510.8627/05/2022
Equity Market Neutral USD8.446.8915.653.193.2110.4127/05/2022
EUR Aggressive Allocation-8.88-0.77-3.763.031.8313.0727/05/2022
Convertible Bond - Global, CHF Hedged-10.99-3.51-9.372.980.8910.2927/05/2022
Global Inflation-Linked Bond - GBP Hedged-4.03-2.640.232.972.064.9627/05/2022
ASEAN Equity2.451.8011.022.923.3217.6827/05/2022
Macro Trading USD4.876.0510.412.892.4210.4827/05/2022
Convertible Bond - Global, GBP Hedged-13.30-6.87-13.452.721.3310.5127/05/2022
Multistrategy GBP1.962.044.242.681.017.6727/05/2022
Property - Indirect Global-7.650.186.632.544.3515.9227/05/2022
USD Cautious Allocation-0.053.206.282.522.408.0527/05/2022
Eurozone Flex-Cap Equity-7.57-1.28-5.612.501.3118.3927/05/2022
NOK Moderate Allocation-6.79-2.30-2.702.481.2814.8927/05/2022
UK Mid-Cap Equity-16.95-2.18-14.282.442.2022.3927/05/2022
USD High Yield Bond-1.121.665.892.442.969.1627/05/2022
CHF Cautious Allocation-3.790.741.182.370.787.6827/05/2022
Macro Trading GBP-2.03-0.61-1.672.131.397.7727/05/2022
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global High Yield Bond - CHF Hedged-6.43-1.69-2.281.900.7510.1627/05/2022
Property - Direct UK4.023.8211.661.822.653.6827/05/2022
Systematic Trend EUR4.975.321.491.810.2611.7827/05/2022
Japan Flex-Cap Equity-12.51-5.65-8.991.802.5516.1227/05/2022
EUR Flexible Allocation - Global-7.34-1.03-4.731.801.3210.2927/05/2022
Property - Indirect North America-8.211.2715.541.773.4819.7427/05/2022
EUR Inflation-Linked Bond-0.160.431.231.661.326.8527/05/2022
EUR Flexible Allocation-7.74-1.06-5.571.640.9711.1527/05/2022
Target Date 2021 - 2025-6.75-1.20-4.811.570.877.2727/05/2022
Japan Small/Mid-Cap Equity-15.06-5.15-11.561.572.1917.6427/05/2022
Global High Yield Bond-2.310.993.181.472.269.9327/05/2022
GBP Allocation 20-40% Equity-6.00-1.86-3.621.441.637.4627/05/2022
Germany Equity-12.39-1.61-11.991.35-0.2919.3427/05/2022
Emerging Europe ex-Russia Equity-10.60-2.93-4.631.330.1521.4227/05/2022
EUR Moderate Allocation - Global-8.24-2.06-6.011.311.129.0127/05/2022
GBP High Yield Bond-8.48-4.46-7.311.281.5410.8427/05/2022
USD Corporate Bond-4.830.301.131.192.119.9527/05/2022
USD Flexible Bond0.842.715.411.161.809.2727/05/2022
Global Flexible Bond - USD Hedged0.652.875.661.151.989.1527/05/2022
Global Corporate Bond - USD Hedged-3.121.112.351.122.119.2127/05/2022
Global High Yield Bond - GBP Hedged-8.08-4.32-6.651.101.419.8927/05/2022
China Equity-17.05-11.19-28.741.052.0917.7327/05/2022
CHF Money Market1.902.954.701.00-0.166.7427/05/2022
GBP Allocation 0-20% Equity-6.53-2.33-4.581.001.255.9227/05/2022
EUR Moderate Allocation-6.94-1.09-5.060.990.789.7327/05/2022
SEK Cautious Allocation-7.92-1.32-8.350.95-0.528.3927/05/2022
Asia Bond - Local Currency-0.050.142.270.921.457.6627/05/2022
Global Flexible Bond - CHF Hedged-4.90-1.03-2.360.86-0.188.6527/05/2022
Target Date 2016 - 2020-3.22-0.21-2.900.830.817.1527/05/2022
Global Corporate Bond - CHF Hedged-8.73-2.59-5.400.800.229.4127/05/2022
Global Flexible Bond - GBP Hedged-6.47-3.57-6.440.770.946.5327/05/2022
USD Diversified Bond - Short Term5.025.189.530.741.208.5727/05/2022
Latin America Equity22.7911.7310.900.742.3930.6727/05/2022
USD Money Market - Short Term7.426.4212.540.731.268.8227/05/2022
SGD Bond-0.841.130.470.711.107.0827/05/2022
USD Corporate Bond - Short Term4.444.848.830.691.368.4427/05/2022
USD Money Market7.336.3812.320.651.178.7227/05/2022
Global Emerging Markets Allocation-8.71-4.11-10.130.650.6312.2527/05/2022
CHF Bond - Short Term1.342.643.880.55-0.466.8927/05/2022
USD Diversified Bond-1.151.553.660.541.318.8827/05/2022
Sector Equity Biotechnology-22.29-8.44-23.470.542.1822.0527/05/2022
Asia Allocation-6.12-2.21-7.760.521.2111.2427/05/2022
GBP Corporate Bond - Short Term-3.29-1.34-3.670.510.883.0727/05/2022
HKD Bond3.063.636.910.450.888.6527/05/2022
NOK Cautious Allocation-5.01-2.56-3.330.430.5312.8727/05/2022
Global Corporate Bond-4.86-0.33-1.530.361.278.2427/05/2022
Global Inflation-Linked Bond - EUR Hedged-3.74-1.89-2.410.340.147.2527/05/2022
Global Bond - USD Hedged0.642.625.380.321.339.0727/05/2022
Global Flexible Bond-0.890.901.740.311.258.2927/05/2022
NOK High Yield Bond-0.02-0.041.940.240.9617.9827/05/2022
GBP Money Market0.090.130.060.210.260.1327/05/2022
Equity Market Neutral EUR1.781.661.000.210.128.8527/05/2022
GBP Money Market - Short Term0.000.06-0.040.160.240.1727/05/2022
GBP Flexible Bond-6.92-3.40-6.400.160.786.7927/05/2022
Global Corporate Bond - GBP Hedged-9.64-4.96-9.060.080.616.9027/05/2022
SEK Flexible High Yield Bond-6.76-1.16-9.130.06-1.1711.3327/05/2022
Spain Equity-4.223.41-7.540.06-0.8121.5827/05/2022
Property - Indirect Europe-12.03-4.74-5.970.052.0517.8027/05/2022
GBP Corporate Bond-9.87-4.59-9.520.040.787.6127/05/2022
Global Bond - CHF Hedged-5.42-1.34-2.68-0.01-0.378.6227/05/2022
Global Emerging Markets Corporate Bond-5.38-0.36-2.06-0.061.3611.7327/05/2022
GBP Diversified Bond - Short Term-1.39-0.95-1.30-0.090.101.1227/05/2022
Global Bond - GBP Hedged-6.17-3.49-6.35-0.180.294.5327/05/2022
Long/Short Equity - Europe-5.19-0.66-5.68-0.19-1.819.3827/05/2022
Global Bond - USD Biased-2.110.450.59-0.230.248.0627/05/2022
Multistrategy EUR0.731.24-0.18-0.30-0.647.9227/05/2022
Macro Trading EUR-2.000.35-4.26-0.30-0.718.7427/05/2022
EUR Subordinated Bond-7.29-2.71-9.12-0.310.569.6427/05/2022
Convertible Bond - Global, EUR Hedged-11.96-5.36-14.97-0.32-0.6410.1727/05/2022
USD Government Bond-1.140.903.63-0.330.5110.8527/05/2022
GBP Inflation-Linked Bond-13.12-10.91-7.06-0.420.6812.6327/05/2022
Greater China Allocation-9.81-5.85-18.56-0.55-0.1911.8227/05/2022
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
EUR Cautious Allocation - Global-6.45-1.90-6.12-0.59-0.256.9927/05/2022
Global Bond - GBP Biased-11.91-5.72-11.99-0.600.339.9827/05/2022
Asia Bond-2.851.01-0.80-0.710.959.2827/05/2022
GBP Diversified Bond-9.29-4.69-8.85-0.720.226.5227/05/2022
CHF Bond-3.99-0.04-1.29-0.86-0.568.4527/05/2022
SEK Ultra Short-Term Bond-2.181.20-6.20-0.89-2.366.7127/05/2022
Brazil Equity28.8712.092.89-0.953.2335.3427/05/2022
EUR High Yield Bond-7.22-3.18-8.47-1.000.019.3827/05/2022
Global High Yield Bond - EUR Hedged-7.89-3.53-9.09-1.27-0.359.9127/05/2022
EUR Cautious Allocation-6.99-2.06-6.90-1.28-0.546.9027/05/2022
Global Bond-3.95-1.44-3.22-1.28-0.227.6727/05/2022
SEK Bond - Short Term-3.640.13-7.87-1.34-2.626.8027/05/2022
SEK Corporate Bond-6.65-1.32-10.18-1.37-2.148.0527/05/2022
Africa Equity-5.76-3.374.96-1.380.2616.5227/05/2022
Indonesia Equity12.539.5727.80-1.44-1.1125.7027/05/2022
NOK Bond - Short Term-1.12-1.35-1.68-1.55-0.8210.9227/05/2022
Property - Direct Europe1.341.49-1.56-1.60-0.437.2227/05/2022
Global Emerging Markets Bond-6.57-1.13-4.47-1.65-0.2111.8427/05/2022
EUR Corporate Bond - Short Term-1.75-0.13-4.25-1.70-0.855.4027/05/2022
EUR Ultra Short-Term Bond0.060.73-2.60-1.84-1.115.2727/05/2022
EUR Money Market0.510.91-2.17-1.84-1.075.3327/05/2022
Convertible Bond - Europe-10.12-3.05-12.06-1.85-1.408.1627/05/2022
Property - Indirect Eurozone-9.03-6.15-6.20-1.941.4819.3611/05/2022
EUR Money Market - Short Term0.540.86-2.21-1.99-1.155.3827/05/2022
Global Flexible Bond - EUR Hedged-5.96-2.67-8.62-2.02-1.247.8427/05/2022
Global Corporate Bond - EUR Hedged-9.14-4.04-11.11-2.05-1.048.1427/05/2022
Global Emerging Markets Bond - Local Currency-2.28-2.00-3.36-2.05-1.3310.2627/05/2022
GBP Government Bond-10.50-5.69-9.56-2.09-0.677.8127/05/2022
BRIC Equity-15.74-8.31-21.50-2.101.9419.2727/05/2022
EUR Diversified Bond - Short Term-1.53-0.08-4.17-2.10-1.205.4627/05/2022
EUR Flexible Bond-4.99-1.91-7.34-2.14-0.977.0527/05/2022
NOK Bond-3.38-2.43-4.74-2.16-1.3310.7327/05/2022
EUR Government Bond - Short Term0.460.98-3.60-2.44-1.636.2127/05/2022
Global Bond - NOK Hedged-7.67-4.94-8.28-2.57-1.3611.8427/05/2022
Europe Bond-8.39-4.26-10.80-2.71-1.016.9027/05/2022
Hong Kong Equity-7.25-4.92-20.60-2.740.0414.5327/05/2022
Global Bond - EUR Biased-5.41-2.31-7.41-2.76-1.436.4927/05/2022
Thailand Equity4.81-0.157.00-2.771.3723.1727/05/2022
Global Emerging Markets Corporate Bond - EUR Biased-11.01-5.31-14.40-2.78-1.4511.2627/05/2022
Global Bond - EUR Hedged-6.55-3.32-9.58-2.88-1.737.0927/05/2022
EUR Corporate Bond-7.39-3.27-9.92-2.89-1.046.9227/05/2022
SEK Diversified Bond-8.28-3.31-12.16-2.95-3.017.2027/05/2022
EUR Diversified Bond-6.80-3.41-9.44-3.22-1.426.7427/05/2022
Property - Indirect Asia-1.023.31-0.65-3.261.3815.6927/05/2022
EUR Government Bond-7.07-4.08-9.57-3.28-1.247.4627/05/2022
DKK Bond-6.60-2.60-9.35-4.01-1.136.7825/05/2022
Property - Direct Global-4.331.14-3.63-4.05-3.1510.3327/05/2022
DKK Domestic Bond-6.22-2.44-9.02-4.28-1.406.3825/05/2022
Global Emerging Markets Bond - EUR Biased-12.16-5.73-16.13-4.59-2.9812.7627/05/2022
EUR Bond - Long Term-18.99-13.34-20.10-5.23-1.0915.4227/05/2022
Asia High Yield Bond-8.06-1.44-16.31-6.45-2.7912.4127/05/2022
JPY Bond-5.60-4.77-5.95-6.56-3.3110.1727/05/2022
Property - Direct Other3.032.683.36-6.77-13.5814.1627/05/2022
Emerging Europe Bond-15.16-7.73-18.43-6.80-4.1610.8927/05/2022
Greater China High Yield Bond-13.66-3.08-17.82-7.67-3.3212.4427/05/2022
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4414.2715/06/2020
Poland Equity-18.46-4.43-21.26-16.51-12.8525.1627/05/2022
Russia Equity-58.38-24.33-53.67-17.53-5.7244.6127/05/2022
Emerging Europe Equity-59.54-43.11-58.54-23.93-14.0033.4527/05/2022
Alt - Fund of Funds - Multistrategy-------
Alt - Long/Short Credit-------
Alternative Other-------
Capital Protected-------
Commodities - Industrial & Broad Metals31.4324.99-15.48--20.3316/05/2022
Commodities - Other-------
Convertible Bond - Other-------
Currency-------
Equity Market Neutral Other-------
Event Driven-------
Fixed Term Bond-------
Guaranteed Funds-------
Infrastructure Direct-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Long/Short Equity - Other-------
Long/Short Equity - UK-------
Long/Short Equity - US-------
Macro Trading Other-------
Money Market - Other-------
Multistrategy Other-------
Options Trading-------
Other-------
Other Allocation-------
Other Bond-------
Other Equity-------
Property - Indirect Other-------
Relative Value Arbitrage-------
Systematic Trend Other-------
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
Venture Capital-------
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)