Funds by Brown Shipley

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
SVS Capital Balanced
UT Mixed Investment 20%-60% Shares
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-1.9%
201 / 214
10%
44 / 204
13.5%
129 / 173
33.2%
103 / 144
1.63%
SVSBrownShipleyDyn
UT Global
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0.5%
127 / 263
7.8%
216 / 247
19.7%
198 / 226
47.4%
176 / 201
1.29%
SVSBrownShipleyGth
UT Flexible Investment
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-0.1%
85 / 252
6.2%
167 / 223
19.4%
101 / 186
52.4%
58 / 158
1.48%
SVS Brown Shipley Cautious
UT Mixed Investment 0%-35% Shares
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-1.7%
77 / 83
6.2%
41 / 75
-
-
-
-
1.5%
SVS Brown Shipley Balanced
UT Mixed Investment 40%-85% Shares
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-0.4%
125 / 280
5.4%
237 / 268
-
-
-
-
1.42%
SVSBrownShipleyInc
UT Mixed Investment 20%-60% Shares
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-1%
132 / 214
4.7%
160 / 204
13.5%
132 / 173
40.7%
60 / 144
1.35%
SVSBrownShipleyStgBd
UT Sterling Corporate Bond
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-0.9%
23 / 97
2.1%
91 / 91
5.8%
84 / 87
33.1%
57 / 71
0.76%
Data provided by

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