Offshore inv funds in FO Mixed Asset - Balanced

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Capital Group EMTOpL
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3.2%
-
34.6%
-
36.6%
-
30.5%
-
1.01%
Templeton Emg Mkts Bal
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5.5%
2 / 148
31.8%
2 / 138
4.2%
101 / 114
-5.1%
89 / 90
1.81%
HSBC Pfl World Seltn 3
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2.2%
73 / 148
29.7%
3 / 138
48.5%
1 / 114
60.2%
1 / 90
1.44%
HSBC GIF MS Asia Focsd Gth
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5.1%
4 / 148
26.6%
4 / 138
8.6%
85 / 114
-
-
1.9%
SEI Balanced
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2.9%
19 / 148
26.1%
5 / 138
32.2%
7 / 114
59.8%
2 / 90
1.1%
BlackRock SF EM Allctn
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5.7%
1 / 148
25%
6 / 138
14.3%
48 / 114
-
-
1.73%
Dimensional Wrld Alloc 60/40
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2.4%
51 / 148
24.9%
7 / 138
35%
6 / 114
56.2%
3 / 90
0.47%
Orbis SICAV Global Balanced
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2.5%
50 / 148
23.7%
8 / 138
14.4%
46 / 114
-
-
0.61%
Coronation Global Managed
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3.4%
12 / 148
22.8%
9 / 138
10.5%
75 / 114
40.9%
14 / 90
-
Oasis Crscnt Gbl MdmEqBal
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2.4%
58 / 148
22.7%
10 / 138
46.1%
2 / 114
-
-
-
Franklin Income
View Factsheet
2.8%
24 / 148
22.3%
11 / 138
5.1%
97 / 114
26.1%
50 / 90
1.69%
Carmignac Ptf Emg Pat
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5.3%
3 / 148
21.9%
12 / 138
30.3%
8 / 114
12.7%
82 / 90
1.16%
Oasis Crs Gbl Low EqBal
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1.9%
103 / 148
20.2%
13 / 138
45.1%
3 / 114
-
-
-
Barclays Wlth Gbl BetaPfl 3 $
View Factsheet
2.8%
26 / 148
19.9%
14 / 138
17.3%
33 / 114
29.8%
36 / 90
1.35%
Franklin GlFdmtlStra
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2.7%
28 / 148
19.8%
15 / 138
2.1%
109 / 114
28.5%
38 / 90
1.86%
Barclays WlGl BtPfl 3
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2.8%
27 / 148
19.8%
16 / 138
17.8%
29 / 114
30.8%
32 / 90
1.35%
GS WB MAsset Bal Pfl
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2.3%
-
19.5%
-
-
-
-
-
1.04%
RBS Coutts Ml Ass UK Bal
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1.7%
115 / 148
19.5%
17 / 138
18.7%
25 / 114
-
-
-
GS Gbl Inc Bldr Prt Pfl
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1.7%
-
18.9%
-
-
-
-
-
0.9%
Morg Stnly Gbl Bal Inc
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0.9%
140 / 148
18.9%
18 / 138
-
-
-
-
1.03%
7IM Balanced
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1.7%
118 / 148
18.2%
19 / 138
-
-
-
-
1.29%
Barclays Wlth Gbl BetaPfl 3 €
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2.7%
34 / 148
18.1%
20 / 138
15.4%
43 / 114
26.7%
46 / 90
1.35%
Barclays MultiMgr Pfl 4
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3.5%
8 / 148
17.8%
21 / 138
15.9%
40 / 114
40.3%
16 / 90
1.81%
Davy UK GPS Balanced Growth
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2.1%
80 / 148
17.4%
22 / 138
-
-
-
-
0.5%
SEI Global Balanced
View Factsheet
2.7%
35 / 148
17.1%
23 / 138
9.1%
80 / 114
31.6%
26 / 90
-
Harmony Portfolio Strlng Bal
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1.5%
126 / 148
17.1%
24 / 138
16.4%
39 / 114
30.7%
33 / 90
3.68%
GAM Star Balanced
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2%
-
16.9%
-
17.4%
-
-
-
1.62%
Aberdeen Global II AsPcMA
View Factsheet
4.2%
5 / 148
16.8%
25 / 138
38.3%
4 / 114
36.4%
-
1.12%
Sarasin IE GblSar-Strat GBP
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2.1%
74 / 148
16.8%
26 / 138
24.2%
10 / 114
43.4%
11 / 90
1.05%
GAM Star Balanced II
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2%
91 / 148
16.4%
28 / 138
15.5%
42 / 114
35.9%
18 / 90
2.09%
JPMorgan Provident Growth
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3.2%
15 / 148
16.2%
30 / 138
-
-
-
-
1.02%
RBS Coutts Ml Ass Gbl Bal
View Factsheet
1.9%
96 / 148
16%
31 / 138
10.6%
73 / 114
-
-
-
AMG Gbl Rsk Bal
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2%
83 / 148
16%
32 / 138
13%
55 / 114
20.6%
69 / 90
-
Barclays MultiMgr Pfl 3
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2.8%
25 / 148
15.7%
33 / 138
-
-
32.6%
-
1.75%
VAM Close Brothers Balanced
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2.4%
55 / 148
15.7%
34 / 138
3.7%
104 / 114
-
-
2.91%
FT TAMAC Global Managers (Lux)
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3.4%
11 / 148
15.7%
35 / 138
20.3%
19 / 114
28.1%
39 / 90
-
KB Elite MAss Bal
View Factsheet
0.9%
139 / 148
15.6%
36 / 138
14%
49 / 114
-
-
-
Barclays UK Balanced Port
View Factsheet
2.4%
54 / 148
15.3%
37 / 138
10.5%
76 / 114
31%
29 / 90
1.68%
C+F Global Opps
View Factsheet
3.4%
10 / 148
15.1%
38 / 138
19.2%
23 / 114
45.6%
7 / 90
-
Pimco GIS Gbl Mul Ass
View Factsheet
2.1%
-
15.1%
-
11.1%
-
3.1%
-
2.15%
Dierickx Transparant Balance
View Factsheet
2.8%
23 / 148
15%
39 / 138
19.3%
22 / 114
31%
30 / 90
-
HSBC Mgd Pfls World Seltn 3
View Factsheet
2%
86 / 148
14.7%
41 / 138
8.8%
82 / 114
21.6%
64 / 90
-
CGWM Select Diversity
View Factsheet
2.3%
60 / 148
14%
43 / 138
17.1%
37 / 114
31.6%
25 / 90
2.59%
City Financial Wealth
View Factsheet
0.8%
142 / 148
13.9%
44 / 138
18.6%
26 / 114
-
-
1.75%
Nedgroup Balanced Multi
View Factsheet
1.7%
117 / 148
13.8%
45 / 138
17.2%
35 / 114
22.8%
59 / 90
2.11%
Janus Balanced
View Factsheet
3.2%
13 / 148
13.6%
46 / 138
12.4%
64 / 114
35.8%
19 / 90
1.96%
Fidelity Growth & Inc
View Factsheet
2.3%
64 / 148
13.5%
47 / 138
6.5%
90 / 114
21.9%
62 / 90
1.71%
UBS (L)Strgy-Bal(USD)
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2.4%
56 / 148
13.5%
48 / 138
-
-
-
-
1.72%
Barclays WlthGblBetPfl 2
View Factsheet
1.9%
94 / 148
13.5%
49 / 138
12.7%
60 / 114
20.8%
68 / 90
1.35%
UBS LKSSIC-AsnGblStrtBal$
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2.7%
29 / 148
13.3%
50 / 138
9.5%
79 / 114
-
-
2%
JPMorgan Provident Balanced
View Factsheet
2.5%
47 / 148
13.3%
51 / 138
10%
77 / 114
24.3%
55 / 90
1.63%
Harmony Portfolio Euro Div
View Factsheet
3.8%
6 / 148
13.2%
52 / 138
16.6%
38 / 114
30.9%
31 / 90
4.09%
PineBridge Asia Balanced
View Factsheet
3.5%
7 / 148
13.2%
53 / 138
12.9%
58 / 114
27.6%
41 / 90
1.57%
Sanlam Managed Risk
View Factsheet
3%
17 / 148
13.1%
54 / 138
4.7%
100 / 114
23.7%
56 / 90
0.84%
JSS GlobalSar Bal EUR
View Factsheet
2.3%
61 / 148
12.9%
56 / 138
21.7%
15 / 114
44.5%
10 / 90
1.8%
Coram Gbl Bal
View Factsheet
1%
138 / 148
12.9%
57 / 138
-
-
-
-
1.64%
IdB Multi Manager Balanced
View Factsheet
2.9%
20 / 148
12.8%
58 / 138
20.9%
17 / 114
40.7%
15 / 90
-
BlackRock GFGlAllctn
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2.7%
36 / 148
12.8%
59 / 138
6%
92 / 114
22.2%
61 / 90
1.77%
Invesco Bal Risk Alloc
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1.9%
100 / 148
12.5%
60 / 138
9.9%
78 / 114
13.5%
80 / 90
2.32%
JPMorgan Evergreen
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2.8%
22 / 148
12.4%
61 / 138
3.8%
103 / 114
19.7%
72 / 90
1.95%
Invesco Bal Risk Sel
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2.2%
69 / 148
12.4%
62 / 138
-
-
-
-
1.06%
Harmony Portfolio US Dollar Bal
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1.7%
116 / 148
12.3%
63 / 138
2.9%
106 / 114
14.8%
78 / 90
3.61%
SP FP Harmony USD Balanced
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2.4%
52 / 148
12.3%
64 / 138
2%
110 / 114
-8.1%
90 / 90
-
Franklin NxStp Bln Grth
View Factsheet
2.6%
38 / 148
12.2%
65 / 138
-
-
-
-
1.95%
Barclays Wlth Gbl BetaPfl 2 €
View Factsheet
1.9%
101 / 148
12.1%
66 / 138
10.5%
74 / 114
17%
74 / 90
1.35%
Legg Mason QSInMAstErBlcd
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2.7%
30 / 148
12%
67 / 138
22.4%
12 / 114
45.1%
9 / 90
1.79%
JMF-Jupiter MerlinIntBldPtf
View Factsheet
3.4%
9 / 148
12%
68 / 138
19.8%
20 / 114
29.7%
37 / 90
2.56%
RBC (Lux) BlcdPfl
View Factsheet
2.2%
70 / 148
11.9%
69 / 138
9%
81 / 114
-
-
-
H2O Moderato
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-0.3%
146 / 148
11.8%
70 / 138
21.7%
14 / 114
50.3%
5 / 90
-
CS Inv4CS(L)FdSelBalEUR
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2.6%
42 / 148
11.7%
71 / 138
18.8%
-
-
-
-
LO Selection The Bal (EUR)
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2.6%
37 / 148
11.6%
72 / 138
17.7%
31 / 114
21.2%
67 / 90
2.14%
FundLogic Smartfund Balanced
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2.7%
33 / 148
11.6%
73 / 138
-
-
-
-
1.95%
AB Gbl Strgy 60/40 GBP
View Factsheet
2.2%
66 / 148
11.6%
74 / 138
13.6%
51 / 114
-
-
-
Sarasin IE GblSar-Strat USD
View Factsheet
1.7%
114 / 148
11.4%
75 / 138
10.8%
72 / 114
25.1%
52 / 90
1.04%
Harmony Portfolio Asian Bal
View Factsheet
2.9%
21 / 148
11.3%
76 / 138
0.9%
111 / 114
2.8%
88 / 90
3.92%
Sarasin IE GblSar-Strgc(EUR)
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2.2%
72 / 148
11.3%
77 / 138
19.7%
21 / 114
-
-
1.8%
UBAM Mltfnd Allctn 50
View Factsheet
2.1%
79 / 148
11.3%
78 / 138
-
-
-
-
2.54%
JSS GlobalSar Bal CHF
View Factsheet
2.2%
71 / 148
11.3%
79 / 138
15.8%
41 / 114
35.3%
20 / 90
1.8%
Trojan Feeder
View Factsheet
1.8%
111 / 148
11.2%
80 / 138
26.3%
9 / 114
21.7%
63 / 90
-
UBS (L)Strgy-Bal(EUR)
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2.1%
81 / 148
11.1%
81 / 138
12.1%
66 / 114
26.6%
47 / 90
1.94%
Franklin NxStp Modrt
View Factsheet
2.1%
78 / 148
11%
82 / 138
-
-
-
-
2.75%
Morg Stnly GblBalRskCtrl
View Factsheet
2.7%
31 / 148
10.9%
83 / 138
17.7%
30 / 114
31.4%
28 / 90
3.4%
Allied Dunbar Managed
View Factsheet
2.6%
41 / 148
10.9%
84 / 138
5%
98 / 114
23.1%
57 / 90
-
BlackRock SF MgdIdxPfsMod
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2.5%
45 / 148
10.7%
85 / 138
-
-
-
-
1.13%
Smith & Williamson Defnsv Gth
View Factsheet
1.3%
131 / 148
10.5%
86 / 138
14.4%
47 / 114
26.4%
48 / 90
0.93%
FAB Global Balanced
View Factsheet
1.8%
110 / 148
10.5%
87 / 138
7.4%
89 / 114
-
-
1.88%
AB FCP I Dyn Divers Pfl
View Factsheet
2%
87 / 148
10.3%
88 / 138
2.5%
107 / 114
11.6%
83 / 90
2.95%
BNP Paribas L1 DivWldBaln
View Factsheet
2%
85 / 148
10.1%
90 / 138
11%
69 / 114
16.5%
76 / 90
2.18%
JB Strategy Balanced EUR
View Factsheet
2.6%
40 / 148
10.1%
91 / 138
13%
56 / 114
27%
44 / 90
1.83%
UBS (L)Strgy-Bal(CHF)
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2.3%
65 / 148
10%
92 / 138
8.7%
84 / 114
24.3%
54 / 90
1.7%
EDRF Inc Eurp
View Factsheet
0.9%
141 / 148
10%
93 / 138
15.1%
44 / 114
-
-
1.7%
HSBC Pfl Wld Seltn 2
View Factsheet
1.2%
134 / 148
10%
94 / 138
10.9%
71 / 114
22.6%
60 / 90
1.23%
JB Strategy Balanced USD
View Factsheet
2.1%
77 / 148
9.9%
95 / 138
6.6%
-
19.5%
-
1.37%
CGWM Select Income
View Factsheet
2%
88 / 148
9.7%
96 / 138
12.7%
62 / 114
26.1%
49 / 90
2.59%
AXA WF Optimal Income
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1.5%
124 / 148
9.7%
97 / 138
10.9%
70 / 114
28%
40 / 90
1.45%
NS Balanced
View Factsheet
1.9%
99 / 148
9.7%
98 / 138
7.6%
88 / 114
-
-
1.6%
CGWM Slt Gl Div
View Factsheet
2.3%
59 / 148
9.7%
99 / 138
5.5%
96 / 114
19.8%
71 / 90
2.8%
Orchard
View Factsheet
1%
122 / 148
9.7%
89 / 138
12.4%
57 / 114
31.5%
22 / 90
-
Fidelity Patrimoine
View Factsheet
1.4%
129 / 148
9.6%
100 / 138
13.7%
50 / 114
30.1%
35 / 90
1.85%
MFS Meridian Global Tot Rtn
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1.9%
-
9.6%
-
17.6%
-
36.3%
-
1.2%
Franklin European Inc
View Factsheet
1.4%
130 / 148
9.6%
101 / 138
-
-
-
-
1.7%
UBS (L)StrSIC-XtrBal(€)
View Factsheet
1.9%
102 / 148
9.5%
102 / 138
-
-
-
-
2.08%
JB Strategy Balanced CHF
View Factsheet
2.5%
48 / 148
9.3%
103 / 138
8.7%
83 / 114
23.2%
-
1.23%
AB Gbl Strgy 50/50 GBP
View Factsheet
1.8%
104 / 148
9.2%
104 / 138
12.7%
61 / 114
-
-
-
SEB Trygghets Ekorren
View Factsheet
2.6%
39 / 148
9.2%
105 / 138
21.8%
13 / 114
45.6%
8 / 90
1.2%
Fidelity SMRT Gbp Defens
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2.2%
67 / 148
9%
107 / 138
17.9%
27 / 114
41.8%
13 / 90
1.93%
PFin Pens45
View Factsheet
2.3%
63 / 148
8.8%
108 / 138
12.4%
63 / 114
26.7%
45 / 90
0.94%
JI Balanced Strategy GBP CL
View Factsheet
1.8%
108 / 148
8.7%
109 / 138
14.8%
45 / 114
32.3%
21 / 90
-
Fidelity GlMAsTtMdr
View Factsheet
1.7%
113 / 148
8.7%
110 / 138
-1.3%
114 / 114
14.5%
79 / 90
1.07%
UBS (L)SIC1-All-Round$
View Factsheet
1.3%
133 / 148
8.7%
111 / 138
8.3%
87 / 114
15.5%
77 / 90
1.51%
Franklin Gbl MA Inc
View Factsheet
2.2%
68 / 148
8.5%
112 / 138
20.5%
18 / 114
-
-
1.69%
JSS Sust Pfl Bal€
View Factsheet
2.4%
53 / 148
8.5%
113 / 138
12.3%
65 / 114
27.3%
43 / 90
2.08%
Carmignac Ptf Pat
View Factsheet
2.1%
-
8.1%
-
20.7%
-
-
-
1.16%
Mirabaud Mlt Ass Flx
View Factsheet
1.9%
95 / 148
8.1%
114 / 138
13.1%
-
20.2%
-
1.06%
Legg Mason QS Inv MA US Bal
View Factsheet
1.6%
120 / 148
7.9%
115 / 138
5.6%
95 / 114
21.5%
65 / 90
2.53%
AB Gbl Strgy 40/60 GBP
View Factsheet
1.6%
121 / 148
7.6%
116 / 138
13.3%
54 / 114
-
-
-
Invesco Asia Bal
View Factsheet
1.9%
97 / 148
7.6%
117 / 138
-
112 / 114
7.5%
86 / 90
2.34%
JI Balanced Strategy NOK CL
View Factsheet
1.5%
125 / 148
7.4%
118 / 138
17.4%
32 / 114
42.2%
12 / 90
-
Investec Gbl Diversified Gth
View Factsheet
1.8%
105 / 148
7.2%
119 / 138
6.5%
91 / 114
17.1%
73 / 90
-
Pictet Piclife
View Factsheet
2.1%
76 / 148
6.9%
120 / 138
11%
68 / 114
25.5%
51 / 90
1.37%
Carmignac Patrimoine
View Factsheet
2%
84 / 148
6.8%
121 / 138
17.8%
28 / 114
23%
58 / 90
1.68%
JI Balanced Strategy CL
View Factsheet
1.8%
107 / 148
6.1%
122 / 138
13.4%
52 / 114
31.8%
23 / 90
-
Franklin Div Bal
View Factsheet
2.6%
44 / 148
6.1%
123 / 138
17.2%
36 / 114
31.6%
24 / 90
1.59%
OMI IM Bentley £ Bal Portfolio
View Factsheet
1%
137 / 148
5.7%
124 / 138
6%
93 / 114
20.1%
70 / 90
-
JPM Gbl Bal
View Factsheet
1.1%
135 / 148
5.7%
125 / 138
11.5%
67 / 114
27.5%
42 / 90
2.15%
Fidelity € Bal
View Factsheet
1.8%
106 / 148
5.6%
126 / 138
13.3%
53 / 114
49.5%
6 / 90
1.41%
Nordea 1 £ DvrsfRtrn
View Factsheet
2.3%
62 / 148
5.6%
127 / 138
-
-
-
-
0.53%
Schroder ISF GblMltAsFlx
View Factsheet
2.1%
82 / 148
5.5%
128 / 138
5.9%
94 / 114
21.4%
66 / 90
2.21%
Threadneedle (L)GblAstAlloc
View Factsheet
1.4%
128 / 148
5%
129 / 138
2.4%
108 / 114
13.1%
81 / 90
1.7%
BL Global 50
View Factsheet
2.5%
49 / 148
4.4%
130 / 138
21.4%
16 / 114
-
-
2.48%
Lyxor Diversified
View Factsheet
1.3%
132 / 148
3.8%
131 / 138
-0.6%
113 / 114
9.4%
85 / 90
-
Vontobel Tgt Rtn Bal
View Factsheet
1.6%
119 / 148
1.9%
132 / 138
-
-
-
-
1.75%
OMI IM Bergenham Pens
View Factsheet
-
-
0.4%
133 / 138
19.1%
24 / 114
50.7%
4 / 90
-
Global Protected Profits
View Factsheet
-
145 / 148
-
134 / 138
3.3%
105 / 114
6.1%
87 / 90
0.35%
OMI IM Bentley AUD Bal Portfolio
View Factsheet
-0.4%
147 / 148
-3%
135 / 138
8.5%
86 / 114
31.5%
27 / 90
-
OMI IM Bentley EUR Bal Portfolio
View Factsheet
0.1%
144 / 148
-3.9%
136 / 138
3.9%
102 / 114
16.9%
75 / 90
-
SEB OPTIMUS II FoF Bal
View Factsheet
-0.5%
148 / 148
-4.3%
137 / 138
12.8%
59 / 114
38.1%
17 / 90
-
Falcon Bal
View Factsheet
-
-
-5.2%
138 / 138
-
-
-
-
-
Morg Stnly GlBal
View Factsheet
3.1%
16 / 148
-
-
-
-
-
-
0.99%
GS Stgc Factr Alloc Pf
View Factsheet
1.5%
127 / 148
-
-
-
-
-
-
0.51%
Old Mutual Comp Prtf 3
View Factsheet
2%
89 / 148
-
-
-
-
-
-
2%
GS Bal Alloc Pfl
View Factsheet
2%
90 / 148
-
-
-
-
-
-
1.13%
Premier Portfolio Bal PC
View Factsheet
-
-
-
-
-
-
-
-
-
FundLogic SmrtFnd80% Pr Bl
View Factsheet
2.7%
32 / 148
-
-
-
-
-
-
0.5%
Personal Portfolio 1
View Factsheet
1%
136 / 148
-
-
-
-
-
-
-
Coutts Personal Portfolio 5
View Factsheet
2.9%
18 / 148
-
-
-
-
-
-
-
Jupiter GlEcDi
View Factsheet
2%
92 / 148
-
-
-
-
-
-
1.47%
Pacific Ml Asst Accm Cre
View Factsheet
2.5%
46 / 148
-
-
-
-
-
-
-
Data provided by

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