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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-0.7%
144 / 148
26.3%
1 / 137
33.6%
2 / 112
35.2%
19 / 86
1.02%
HSBC Pfl World Seltn 3
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-0.9%
145 / 148
23.2%
2 / 137
-
-
-
-
1.52%
Templeton Emg Mkts Bal
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1.5%
53 / 148
22%
3 / 137
4.4%
102 / 112
0.1%
85 / 86
1.81%
HSBC Pfl Wld Seltn 2
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-1.3%
147 / 148
20%
4 / 137
-
-
-
-
1.32%
SEI Balanced
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0.8%
104 / 148
20%
5 / 137
33.2%
4 / 112
62.3%
1 / 86
1.1%
HSBC GIF MS Asia Focsd Gth
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1.2%
73 / 148
19.5%
6 / 137
8.5%
87 / 112
-
-
1.9%
Dimensional Wrld Alloc 60/40
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0.5%
122 / 148
18.3%
7 / 137
33.3%
3 / 112
59.2%
3 / 86
0.47%
Carmignac Ptf Emg Pat
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0.5%
-
15.7%
-
27.4%
-
17.6%
-
1.15%
Morg Stnly Gbl Bal Inc
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-0.4%
142 / 148
15.5%
9 / 137
-
-
-
-
1.03%
AMG Gbl Rsk Bal
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1.6%
45 / 148
15.2%
10 / 137
11.4%
72 / 112
23%
63 / 86
-
RBS Coutts Ml Ass UK Bal
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1%
87 / 148
14.7%
11 / 137
21.1%
15 / 112
-
-
-
GAM Star Balanced
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0.9%
-
14.7%
-
21.4%
-
-
-
1.47%
BlackRock SF EM Allctn
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1.2%
77 / 148
14.5%
12 / 137
13.7%
50 / 112
-
-
1.73%
Orbis SICAV Global Balanced
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0.4%
128 / 148
14.4%
13 / 137
13.8%
49 / 112
-
-
0.61%
GAM Star Balanced II
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0.8%
95 / 148
14.1%
14 / 137
19.7%
19 / 112
40.5%
13 / 86
1.93%
GS WB MAsset Bal Pfl
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0.8%
-
14.1%
-
-
-
-
-
1.04%
7IM Bal Dub
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0.1%
139 / 148
13.9%
16 / 137
-
-
-
-
1.29%
Sarasin IE GblSar-Strat GBP
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1.4%
66 / 148
13.8%
18 / 137
24.9%
6 / 112
46.8%
8 / 86
1.05%
VAM Close Brothers Balanced
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0.8%
97 / 148
13.5%
19 / 137
10.2%
76 / 112
-
-
2.87%
Barclays Wlth Gbl BetaPfl 3 $
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0.3%
131 / 148
13.4%
20 / 137
16.5%
38 / 112
29.8%
38 / 86
1.35%
Barclays WlGl BtPfl 3
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0.3%
132 / 148
13.2%
21 / 137
16.9%
35 / 112
30.7%
35 / 86
1.35%
City Financial Wealth
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1.1%
80 / 148
13%
22 / 137
16.6%
37 / 112
-
-
1.75%
GS Gbl Inc Bldr Prt Pfl
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0.2%
-
12.9%
-
24.7%
-
-
-
0.9%
Coronation Global Managed
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3.1%
3 / 148
12.6%
23 / 137
11.6%
70 / 112
39.5%
15 / 86
-
Davy UK GPS Balanced Growth
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0.2%
137 / 148
12.6%
24 / 137
-
-
-
-
0.5%
Harmony Portfolio Strlng Bal
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0.4%
126 / 148
11.9%
25 / 137
17.8%
28 / 112
33.6%
25 / 86
3.68%
PineBridge Asia Balanced
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1.7%
35 / 148
11.7%
26 / 137
14.5%
46 / 112
31.4%
33 / 86
1.51%
CGWM Select Diversity
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0.6%
113 / 148
11.7%
27 / 137
18.9%
25 / 112
34.9%
20 / 86
2.59%
Barclays Wlth Gbl BetaPfl 3 €
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0.2%
138 / 148
11.7%
28 / 137
14.3%
47 / 112
26.4%
50 / 86
1.35%
Barclays MultiMgr Pfl 4
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2%
15 / 148
11.6%
29 / 137
17%
34 / 112
41.6%
12 / 86
1.81%
Dierickx Transparant Balance
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2.2%
11 / 148
11.6%
30 / 137
19.4%
23 / 112
33.7%
24 / 86
-
Franklin Income
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1.1%
83 / 148
11.5%
31 / 137
2.7%
107 / 112
26.3%
51 / 86
1.69%
JPMorgan Provident Growth
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2.2%
10 / 148
11.4%
32 / 137
-
-
-
-
1.02%
Aberdeen Global II AsPcMA
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0.7%
111 / 148
11.4%
33 / 137
34.9%
1 / 112
35%
-
1.12%
H2O Moderato
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2.1%
12 / 148
11.2%
34 / 137
25.5%
5 / 112
61%
2 / 86
-
KB Elite MAss Bal
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-1%
146 / 148
11%
35 / 137
12.7%
61 / 112
-
-
-
Franklin GlFdmtlStra
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1.5%
56 / 148
10.6%
36 / 137
3.3%
106 / 112
31.3%
34 / 86
1.86%
FT TAMAC Global Managers (Lux)
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1.1%
79 / 148
10.5%
37 / 137
20.8%
16 / 112
30%
36 / 86
-
Barclays UK Balanced Port
View Factsheet
1.8%
31 / 148
10.5%
38 / 137
12.3%
65 / 112
31.8%
31 / 86
1.68%
SEI Global Balanced
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2%
17 / 148
10.4%
39 / 137
10.8%
75 / 112
33.4%
26 / 86
-
FundLogic Smartfund Balanced
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0.8%
103 / 148
10.4%
40 / 137
-
-
-
-
1.95%
FundLogic SmrtFnd80% Pr Bl
View Factsheet
-0.1%
141 / 148
10.2%
41 / 137
-
-
-
-
0.5%
Trojan Feeder
View Factsheet
-0.5%
143 / 148
10.2%
42 / 137
24.2%
7 / 112
24.6%
57 / 86
-
UBS LKSSIC-AsnGblStrtBal$
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1.7%
38 / 148
10.2%
43 / 137
11.2%
73 / 112
-
-
2%
Coram Gbl Bal
View Factsheet
0.4%
127 / 148
10.2%
44 / 137
-
-
-
-
1.64%
Smith & Williamson Defnsv Gth
View Factsheet
0.8%
101 / 148
10%
45 / 137
14.9%
44 / 112
28.8%
42 / 86
0.93%
Nedgroup Balanced Multi
View Factsheet
0.8%
100 / 148
9.9%
46 / 137
16%
40 / 112
24.2%
58 / 86
2.11%
UBS (L)Strgy-Bal(USD)
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1.8%
30 / 148
9.9%
47 / 137
-
-
-
-
1.72%
Pimco GIS Gbl Mul Ass
View Factsheet
1.5%
-
9.7%
-
18.5%
-
15%
-
0.95%
JPMorgan Provident Balanced
View Factsheet
1.8%
33 / 148
9.7%
48 / 137
12.7%
62 / 112
27.3%
46 / 86
1.63%
ACPI Balanced UCITS
View Factsheet
1.8%
25 / 148
9.6%
49 / 137
13.3%
52 / 112
36.6%
17 / 86
-
SEB Trygghets Ekorren
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3.6%
2 / 148
9.6%
50 / 137
21.5%
13 / 112
49.4%
5 / 86
1.2%
C+F Global Opps
View Factsheet
0.7%
106 / 148
9.6%
51 / 137
17.7%
29 / 112
47.4%
7 / 86
-
RBS Coutts Ml Ass Gbl Bal
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1.8%
27 / 148
9.6%
52 / 137
12.7%
60 / 112
-
-
-
Janus Balanced
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1.8%
32 / 148
9.5%
53 / 137
11.8%
68 / 112
34.4%
22 / 86
1.97%
AXA WF Optimal Income
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2.3%
8 / 148
9.2%
54 / 137
14.8%
45 / 112
29.5%
40 / 86
1.45%
Harmony Portfolio Euro Div
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2.4%
6 / 148
8.9%
56 / 137
17.6%
30 / 112
31.7%
32 / 86
4.09%
IdB Multi Manager Balanced
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1.1%
85 / 148
8.9%
57 / 137
19.7%
20 / 112
40.1%
14 / 86
-
Barclays MultiMgr Pfl 3
View Factsheet
1.7%
37 / 148
8.9%
59 / 137
13%
58 / 112
32.2%
29 / 86
1.75%
Fidelity Growth & Inc
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1.5%
57 / 148
8.7%
60 / 137
8%
91 / 112
23.8%
59 / 86
1.7%
Barclays WlthGblBetPfl 2
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0.3%
129 / 148
8.7%
61 / 137
11.9%
67 / 112
21.4%
68 / 86
1.35%
AB Gbl Strgy 60/40 GBP
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1.1%
84 / 148
8.6%
62 / 137
14.1%
48 / 112
-
-
-
Carmignac Ptf Pat
View Factsheet
0.9%
-
8.4%
-
20.2%
-
-
-
1.15%
UBS (L)Strgy-Bal(EUR)
View Factsheet
1.8%
26 / 148
8.3%
63 / 137
13.5%
51 / 112
28.8%
43 / 86
1.94%
JPMorgan Evergreen
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2.1%
13 / 148
8.2%
64 / 137
6.9%
96 / 112
22.3%
66 / 86
1.95%
GS Bal Alloc Pfl
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1.8%
24 / 148
8.1%
65 / 137
-
-
-
-
1.13%
CS Inv4CS(L)FdSelBalEUR
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1.9%
18 / 148
8%
66 / 137
19.4%
-
-
-
1.92%
Legg Mason QSInMAstErBlcd
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1.2%
76 / 148
8%
67 / 137
22%
10 / 112
44.2%
9 / 86
1.79%
Invesco Bal Risk Sel
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1.6%
42 / 148
7.9%
68 / 137
-
-
-
-
1.06%
BlackRock GFGlAllctn
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1.5%
50 / 148
7.8%
69 / 137
7.6%
93 / 112
24.9%
56 / 86
1.77%
JSS GlobalSar Bal EUR
View Factsheet
1.4%
60 / 148
7.8%
70 / 137
21.6%
12 / 112
42.8%
10 / 86
1.8%
Ashburton Global Balanced
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1.4%
62 / 148
7.7%
71 / 137
-
-
-
-
2.03%
UBS (L)Strgy-Bal(CHF)
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2%
16 / 148
7.7%
72 / 137
9.9%
78 / 112
26.2%
53 / 86
1.7%
JI Balanced Strategy GBP CL
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1.7%
36 / 148
7.6%
73 / 137
16.8%
36 / 112
34.2%
23 / 86
-
NS Balanced
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0.8%
102 / 148
7.6%
74 / 137
9.6%
79 / 112
-
-
1.6%
UBS (L)StrSIC-XtrBal(€)
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1.8%
29 / 148
7.6%
75 / 137
-
-
-
-
2.08%
Sarasin IE GblSar-Strgc(EUR)
View Factsheet
1.3%
68 / 148
7.5%
76 / 137
19.2%
24 / 112
-
-
1.8%
Sarasin IE GblSar-Strat USD
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1.6%
46 / 148
7.5%
77 / 137
12%
66 / 112
26.5%
48 / 86
1.04%
HSBC Mgd Pfls World Seltn 3
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0.3%
133 / 148
7.5%
78 / 137
8.4%
88 / 112
23.1%
62 / 86
-
Franklin NxStp Bln Grth
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1.7%
41 / 148
7.4%
79 / 137
-
-
-
-
1.89%
LO Selection The Bal (EUR)
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1.3%
72 / 148
7.4%
80 / 137
17.8%
27 / 112
22.8%
64 / 86
2.14%
Barclays Wlth Gbl BetaPfl 2 €
View Factsheet
0.2%
135 / 148
7.3%
81 / 137
9.5%
80 / 112
17.4%
72 / 86
1.35%
Morg Stnly GblBalRskCtrl
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2.5%
5 / 148
7.2%
82 / 137
21.2%
14 / 112
32.2%
28 / 86
3.4%
BNP Paribas L1 DivWldBaln
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1.7%
39 / 148
7.2%
83 / 137
11.7%
69 / 112
17.7%
71 / 86
2.18%
UBAM Mltfnd Allctn 50
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1.5%
55 / 148
7.2%
85 / 137
-
-
-
-
2.54%
AB Gbl Strgy 50/50 GBP
View Factsheet
1%
86 / 148
7.2%
86 / 137
13.1%
55 / 112
-
-
-
Carmignac Patrimoine
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0.7%
109 / 148
7.2%
87 / 137
17.2%
33 / 112
23.4%
61 / 86
1.79%
Allied Dunbar Managed
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2.3%
7 / 148
7.2%
88 / 137
8.5%
86 / 112
25.3%
54 / 86
-
Orchard
View Factsheet
1.5%
48 / 148
7.1%
89 / 137
13%
59 / 112
34.8%
21 / 86
-
OMI IM Bentley £ Bal Portfolio
View Factsheet
0.6%
112 / 148
7.1%
90 / 137
8.6%
85 / 112
22.7%
65 / 86
-
Invesco Bal Risk Alloc
View Factsheet
1.1%
81 / 148
7.1%
91 / 137
9.3%
83 / 112
15.2%
77 / 86
2.12%
JI Balanced Strategy NOK CL
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1.5%
54 / 148
7%
92 / 137
19.8%
18 / 112
42.6%
11 / 86
-
JSS GlobalSar Bal CHF
View Factsheet
1.9%
22 / 148
7%
93 / 137
16.3%
39 / 112
35.3%
18 / 86
1.8%
BlackRock SF MgdIdxPfsMod
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1.2%
74 / 148
6.8%
94 / 137
-
-
-
-
1.13%
Fidelity € Bal
View Factsheet
3%
4 / 148
6.8%
95 / 137
18%
26 / 112
55.3%
4 / 86
1.4%
JB Strategy Balanced EUR
View Factsheet
1.3%
71 / 148
6.7%
96 / 137
13.3%
53 / 112
26.4%
49 / 86
1.85%
JB Strategy Balanced USD
View Factsheet
1.2%
78 / 148
6.7%
97 / 137
7.7%
-
20.4%
-
1.44%
RBC (Lux) BlcdPfl
View Factsheet
1.8%
28 / 148
6.6%
98 / 137
9.3%
82 / 112
-
-
-
CGWM Slt Gl Div
View Factsheet
1.9%
21 / 148
6.6%
99 / 137
8.3%
89 / 112
21.3%
69 / 86
2.8%
FAB Global Balanced
View Factsheet
0.4%
124 / 148
6.5%
100 / 137
8.1%
90 / 112
-
-
1.88%
Franklin European Inc
View Factsheet
2.3%
9 / 148
6.5%
101 / 137
-
-
-
-
1.7%
JB Strategy Balanced CHF
View Factsheet
1.6%
44 / 148
6.4%
102 / 137
9.4%
81 / 112
23.7%
-
1.26%
EDRF Inc Eurp
View Factsheet
1.6%
43 / 148
6.3%
103 / 137
15.3%
42 / 112
-
-
1.7%
Mirabaud Mlt Ass Flx
View Factsheet
1.5%
51 / 148
6.3%
104 / 137
12.5%
-
23.1%
-
1.06%
PFin Pens45
View Factsheet
1.9%
19 / 148
6.3%
105 / 137
12.5%
64 / 112
27.5%
44 / 86
0.94%
Harmony Portfolio Asian Bal
View Factsheet
1.1%
82 / 148
6.2%
106 / 137
2.1%
109 / 112
5.6%
84 / 86
3.92%
Harmony Portfolio US Dollar Bal
View Factsheet
1.4%
64 / 148
6.2%
107 / 137
5.1%
100 / 112
15.8%
75 / 86
3.61%
AB FCP I Dyn Divers Pfl
View Factsheet
1.5%
49 / 148
6.2%
108 / 137
3.5%
104 / 112
14.2%
79 / 86
2.95%
SP FP Harmony USD Balanced
View Factsheet
1.3%
69 / 148
6.1%
109 / 137
3.4%
105 / 112
-5%
86 / 86
-
JI Balanced Strategy CL
View Factsheet
1.5%
47 / 148
6.1%
110 / 137
15.7%
41 / 112
32.9%
27 / 86
-
AB Gbl Strgy 40/60 GBP
View Factsheet
0.9%
93 / 148
6%
111 / 137
13.2%
54 / 112
-
-
-
Fidelity GlMAsTtMdr
View Factsheet
0.7%
110 / 148
5.9%
112 / 137
-1.7%
111 / 112
15.6%
76 / 86
0.98%
JSS Sust Pfl Bal€
View Factsheet
1.7%
34 / 148
5.6%
113 / 137
13%
57 / 112
27%
47 / 86
2.08%
Pictet Piclife
View Factsheet
1.9%
20 / 148
5.5%
114 / 137
11.5%
71 / 112
26.3%
52 / 86
1.38%
Franklin NxStp Modrt
View Factsheet
1.4%
59 / 148
5.4%
115 / 137
-
-
-
-
2.75%
Franklin Gbl MA Inc
View Factsheet
0.6%
115 / 148
5.2%
116 / 137
19.4%
22 / 112
-
-
1.69%
Investec Gbl Diversified Gth
View Factsheet
0.7%
107 / 148
5%
117 / 137
8.7%
84 / 112
18.6%
70 / 86
-
Invesco Asia Bal
View Factsheet
0.9%
92 / 148
5%
118 / 137
-3.6%
112 / 112
8.5%
83 / 86
2.34%
MFS Meridian Global Tot Rtn
View Factsheet
0.8%
-
4.8%
-
19.3%
-
40.2%
-
1.2%
Fidelity Patrimoine
View Factsheet
1.2%
75 / 148
4.7%
119 / 137
12.7%
63 / 112
29.2%
41 / 86
1.82%
UBS (L)SIC1-All-Round$
View Factsheet
1%
88 / 148
4.7%
120 / 137
7.8%
92 / 112
16.5%
74 / 86
1.51%
Legg Mason QS Inv MA US Bal
View Factsheet
1.4%
65 / 148
4.5%
121 / 137
7.4%
95 / 112
23.4%
60 / 86
2.53%
JPM Gbl Bal
View Factsheet
1.8%
23 / 148
4.2%
122 / 137
13.1%
56 / 112
27.5%
45 / 86
2.15%
OMI IM Bergenham Pens
View Factsheet
3.6%
1 / 148
4%
123 / 137
20.2%
17 / 112
47.6%
6 / 86
-
BL Global 50
View Factsheet
1.4%
61 / 148
3.8%
125 / 137
21.7%
11 / 112
-
-
2.48%
Franklin Div Bal
View Factsheet
0.7%
108 / 148
3.8%
126 / 137
17.5%
31 / 112
31.9%
30 / 86
1.59%
Nordea 1 £ DvrsfRtrn
View Factsheet
0.5%
121 / 148
3.5%
127 / 137
-
-
-
-
1%
Lyxor Diversified
View Factsheet
0.2%
134 / 148
3.4%
128 / 137
0.3%
110 / 112
10.9%
82 / 86
-
Oasis Crscnt Gbl MdmEqBal
View Factsheet
0.6%
116 / 148
3.1%
129 / 137
7.4%
94 / 112
29.5%
39 / 86
-
Schroder ISF GblMltAsFlx
View Factsheet
0.8%
99 / 148
3.1%
130 / 137
5.7%
98 / 112
21.5%
67 / 86
2.21%
Fidelity SMRT Gbp Defens
View Factsheet
1%
91 / 148
2.7%
131 / 137
15.2%
43 / 112
37.3%
16 / 86
1.88%
Threadneedle (L)GblAstAlloc
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1%
90 / 148
2.5%
132 / 137
4.7%
101 / 112
14.3%
78 / 86
1.7%
Ashburton Doll Ast Mgt
View Factsheet
0.8%
98 / 148
2.4%
133 / 137
2.4%
108 / 112
11.1%
81 / 86
1.85%
OMI IM Bentley EUR Bal Portfolio
View Factsheet
1%
89 / 148
2%
134 / 137
5.5%
99 / 112
17%
73 / 86
-
Oasis Crs Gbl Low EqBal
View Factsheet
0.2%
136 / 148
1.4%
135 / 137
4.2%
103 / 112
-
-
-
OMI IM Bentley AUD Bal Portfolio
View Factsheet
1.4%
63 / 148
0.6%
136 / 137
11%
74 / 112
29.8%
37 / 86
-
Vontobel Tgt Rtn Bal
View Factsheet
0.7%
105 / 148
-0.4%
137 / 137
-
-
-
-
1.75%
Morg Stnly GlBal
View Factsheet
2%
14 / 148
-
-
-
-
-
-
0.99%
GS Stgc Factr Alloc Pf
View Factsheet
1.4%
67 / 148
-
-
-
-
-
-
0.51%
Robeco QI Cons Ml Asst
View Factsheet
0.6%
114 / 148
-
-
-
-
-
-
-
Personal Portfolio 1
View Factsheet
0.5%
118 / 148
-
-
-
-
-
-
-
Coutts Personal Portfolio 5
View Factsheet
0.4%
123 / 148
-
-
-
-
-
-
-
Jupiter GlEcDi
View Factsheet
1.4%
58 / 148
-
-
-
-
-
-
1.47%
7IM AAP Bal Dub
View Factsheet
-0%
140 / 148
-
-
-
-
-
-
0.61%
Pacific Ml Asst Accm Cre
View Factsheet
0.3%
130 / 148
-
-
-
-
-
-
-
Data provided by

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