Offshore inv funds in FO Mixed Asset - Balanced

Browse other sectors
Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Capital Group EMTOpL
View Factsheet
6.4%
-
37.8%
-
32.1%
-
33.1%
-
1.01%
HSBC Pfl World Seltn 3
View Factsheet
5%
4 / 144
31.1%
2 / 135
47.1%
1 / 114
64.8%
1 / 90
1.44%
Oasis Crs Gbl Low EqBal
View Factsheet
4.4%
5 / 144
26.3%
3 / 135
45.6%
2 / 114
-
-
-
Templeton Emg Mkts Bal
View Factsheet
3.1%
21 / 144
26%
4 / 135
-3.9%
114 / 114
-2.7%
89 / 90
1.79%
SEI Balanced
View Factsheet
4%
13 / 144
25.5%
5 / 135
31.1%
6 / 114
64.5%
2 / 90
1.1%
Dimensional Wrld Alloc 60/40
View Factsheet
3%
25 / 144
25.1%
6 / 135
33.1%
3 / 114
60.2%
3 / 90
0.47%
Orbis SICAV Global Balanced
View Factsheet
0.4%
138 / 144
23%
7 / 135
12%
56 / 114
-
-
0.61%
BlackRock SF EM Allctn
View Factsheet
2.6%
27 / 144
22.1%
8 / 135
7.6%
76 / 114
-
-
1.99%
Morg Stnly Gbl Bal Inc
View Factsheet
4.3%
8 / 144
21.1%
10 / 135
-
-
-
-
1.03%
HSBC GIF MS Asia Focsd Gth
View Factsheet
1.2%
92 / 144
20.7%
11 / 135
3.2%
98 / 114
-
-
1.9%
Franklin Income
View Factsheet
1.6%
59 / 144
19.3%
12 / 135
5.3%
90 / 114
27.9%
47 / 90
1.68%
Barclays Wlth Gbl BetaPfl 3 $
View Factsheet
4.4%
6 / 144
18.9%
13 / 135
16.1%
31 / 114
33.7%
30 / 90
1.35%
Barclays WlGl BtPfl 3
View Factsheet
4.3%
7 / 144
18.9%
14 / 135
16.7%
26 / 114
34.9%
24 / 90
1.35%
AMG Gbl Rsk Bal
View Factsheet
3.9%
14 / 144
18.6%
15 / 135
14.5%
41 / 114
21.2%
72 / 90
-
GS WB MAsset Bal Pfl
View Factsheet
1.7%
-
17.9%
-
-
-
-
-
1.08%
Coronation Global Managed
View Factsheet
1.9%
42 / 144
17.9%
16 / 135
5.3%
88 / 114
45.5%
11 / 90
-
GS Gbl Inc Bldr Prt Pfl
View Factsheet
2.3%
-
17.5%
-
-
-
-
-
0.9%
Barclays Wlth Gbl BetaPfl 3 €
View Factsheet
4.2%
9 / 144
17.4%
17 / 135
14.5%
43 / 114
30.7%
38 / 90
1.35%
Harmony Portfolio Strlng Bal
View Factsheet
3%
23 / 144
17.2%
18 / 135
16%
32 / 114
32.4%
34 / 90
3.68%
RBS Coutts Ml Ass UK Bal
View Factsheet
3%
22 / 144
16.7%
19 / 135
18.7%
18 / 114
-
-
-
7IM Balanced
View Factsheet
2%
39 / 144
15.7%
20 / 135
-
-
-
-
-
Carmignac Ptf Emg Pat
View Factsheet
1.4%
78 / 144
15.5%
21 / 135
20.9%
12 / 114
12.5%
84 / 90
1.16%
Davy UK GPS Balanced Growth
View Factsheet
3.1%
20 / 144
15.5%
22 / 135
-
-
-
-
0.5%
GAM Star Balanced
View Factsheet
4.2%
-
14.7%
-
16.5%
-
-
-
1.62%
Coram Gbl Bal
View Factsheet
2.2%
33 / 144
14.5%
23 / 135
-
-
-
-
1.64%
Invesco Bal Risk Sel
View Factsheet
1.7%
54 / 144
14.4%
24 / 135
-
-
-
-
1.06%
GAM Star Balanced II
View Factsheet
4.1%
10 / 144
14.1%
25 / 135
14.6%
39 / 114
42.6%
16 / 90
2.09%
Sarasin IE GblSar-Strat GBP
View Factsheet
2.6%
28 / 144
14.1%
27 / 135
22.4%
9 / 114
44.9%
13 / 90
1.05%
Invesco Bal Risk Alloc
View Factsheet
1.8%
47 / 144
14.1%
28 / 135
10.5%
63 / 114
15.9%
79 / 90
2.12%
Franklin GlFdmtlStra
View Factsheet
0.8%
117 / 144
13.7%
29 / 135
-0.3%
108 / 114
34.4%
28 / 90
1.84%
SEI Global Balanced
View Factsheet
0.8%
121 / 144
13.2%
30 / 135
6.2%
84 / 114
36.1%
23 / 90
-
Barclays MultiMgr Pfl 4
View Factsheet
1.5%
65 / 144
13.2%
31 / 135
12.2%
55 / 114
42.9%
15 / 90
1.81%
Nedgroup Balanced Multi
View Factsheet
2.2%
34 / 144
13.2%
32 / 135
16.4%
28 / 114
27%
51 / 90
2.11%
Barclays WlthGblBetPfl 2
View Factsheet
3.2%
19 / 144
13%
33 / 135
11.9%
57 / 114
24.4%
63 / 90
1.35%
Trojan Feeder
View Factsheet
2.4%
31 / 144
12.9%
34 / 135
25.9%
7 / 114
-
-
-
City Financial Wealth
View Factsheet
3.2%
18 / 144
12.6%
35 / 135
18.5%
20 / 114
-
-
1.75%
CGWM Select Diversity
View Factsheet
3.2%
17 / 144
12.5%
36 / 135
17.1%
25 / 114
34.6%
26 / 90
2.59%
KB Elite MAss Bal
View Factsheet
2.1%
36 / 144
12.4%
37 / 135
12.3%
53 / 114
-
-
-
VAM Close Brothers Balanced
View Factsheet
3.5%
16 / 144
12%
38 / 135
3.5%
96 / 114
-
-
3.68%
Barclays UK Balanced Port
View Factsheet
1.9%
43 / 144
11.9%
39 / 135
8.6%
73 / 114
33.7%
29 / 90
1.68%
Barclays MultiMgr Pfl 3
View Factsheet
1.5%
69 / 144
11.8%
40 / 135
-
-
38.4%
-
1.75%
Barclays Wlth Gbl BetaPfl 2 €
View Factsheet
3%
24 / 144
11.7%
41 / 135
9.8%
67 / 114
20.5%
73 / 90
1.35%
Aberdeen Global II AsPcMA
View Factsheet
1%
105 / 144
11.7%
42 / 135
32.6%
4 / 114
33.6%
-
1.18%
Dierickx Transparant Balance
View Factsheet
1.6%
56 / 144
11.2%
43 / 135
17.1%
24 / 114
31.9%
36 / 90
-
FT TAMAC Global Managers (Lux)
View Factsheet
1.4%
70 / 144
11.1%
45 / 135
16.2%
30 / 114
27.5%
48 / 90
-
RBS Coutts Ml Ass Gbl Bal
View Factsheet
1.3%
88 / 144
10.9%
46 / 135
9.1%
71 / 114
-
-
-
JPMorgan Provident Growth
View Factsheet
1.2%
94 / 144
10.8%
47 / 135
-
-
-
-
1.02%
HSBC Mgd Pfls World Seltn 3
View Factsheet
1.2%
96 / 144
10.6%
48 / 135
7.5%
77 / 114
25.8%
58 / 90
-
UBS (L)Strgy-Bal(USD)
View Factsheet
1.3%
83 / 144
10.2%
49 / 135
10.2%
66 / 114
29.6%
42 / 90
1.68%
C+F Global Opps
View Factsheet
1.7%
50 / 144
10.2%
50 / 135
16.4%
29 / 114
48.4%
7 / 90
-
AB Gbl Strgy 60/40 GBP
View Factsheet
1.8%
45 / 144
10%
51 / 135
12.8%
49 / 114
-
-
-
Fidelity Growth & Inc
View Factsheet
1.2%
90 / 144
9.9%
52 / 135
5.5%
87 / 114
23.8%
66 / 90
1.71%
UBS LKSSIC-AsnGblStrtBal$
View Factsheet
1.7%
53 / 144
9.9%
53 / 135
6.5%
83 / 114
-
-
1.95%
FundLogic Smartfund Balanced
View Factsheet
1.3%
84 / 144
9.6%
54 / 135
-
-
-
-
1.95%
JPMorgan Provident Balanced
View Factsheet
1.1%
97 / 144
9.5%
55 / 135
6.9%
80 / 114
27%
53 / 90
1.63%
Harmony Portfolio US Dollar Bal
View Factsheet
0.9%
115 / 144
9.4%
57 / 135
0.5%
106 / 114
15.7%
80 / 90
3.61%
PineBridge Asia Balanced
View Factsheet
1.5%
67 / 144
9.4%
58 / 135
8.3%
74 / 114
30%
39 / 90
1.57%
SP FP Harmony USD Balanced
View Factsheet
0.4%
137 / 144
9.2%
59 / 135
-0.5%
109 / 114
-7.7%
90 / 90
-
Pimco GIS Gbl Mul Ass
View Factsheet
0.9%
-
9.1%
-
8.7%
-
5.8%
-
2.15%
BlackRock GFGlAllctn
View Factsheet
0.8%
120 / 144
9%
61 / 135
4.1%
93 / 114
25.4%
59 / 90
1.77%
JSS GlobalSar Bal EUR
View Factsheet
2.1%
37 / 144
9%
62 / 135
20.4%
14 / 114
45.9%
10 / 90
1.8%
Legg Mason QSInMAstErBlcd
View Factsheet
1.4%
74 / 144
9%
63 / 135
21.2%
11 / 114
48.1%
8 / 90
1.85%
RBC (Lux) BlcdPfl
View Factsheet
0.4%
136 / 144
8.8%
64 / 135
6.8%
82 / 114
-
-
-
BlackRock SF MgdIdxPfsMod
View Factsheet
1.4%
79 / 144
8.8%
65 / 135
-
-
-
-
1.2%
UBS (L)SIC1-All-Round$
View Factsheet
1%
103 / 144
8.7%
66 / 135
7.9%
75 / 114
17.5%
77 / 90
1.49%
IdB Multi Manager Balanced
View Factsheet
0.6%
128 / 144
8.6%
67 / 135
18.6%
19 / 114
42.1%
17 / 90
-
Smith & Williamson Defnsv Gth
View Factsheet
1.2%
89 / 144
8.6%
68 / 135
12.9%
48 / 114
27.9%
46 / 90
0.78%
Janus Balanced
View Factsheet
1%
104 / 144
8.4%
69 / 135
8.8%
72 / 114
38.2%
20 / 90
1.96%
Sarasin IE GblSar-Strat USD
View Factsheet
1.7%
51 / 144
8.4%
70 / 135
9.3%
70 / 114
26.9%
55 / 90
1.04%
CGWM Select Income
View Factsheet
2.3%
32 / 144
8.4%
71 / 135
12.3%
54 / 114
27.1%
50 / 90
2.59%
MFS Meridian Global Tot Rtn
View Factsheet
0.1%
-
8.4%
-
13.6%
-
34.4%
-
1.2%
Sanlam Managed Risk
View Factsheet
1%
109 / 144
8.3%
72 / 135
1%
103 / 114
24.2%
65 / 90
0.84%
AB Gbl Strgy 50/50 GBP
View Factsheet
1.7%
52 / 144
8.3%
73 / 135
12.5%
51 / 114
-
-
-
CS Inv4CS(L)FdSelBalEUR
View Factsheet
1.6%
60 / 144
8.3%
74 / 135
18.4%
-
-
-
-
Harmony Portfolio Asian Bal
View Factsheet
1%
108 / 144
8.2%
75 / 135
-1.8%
113 / 114
6.3%
87 / 90
3.92%
Sarasin IE GblSar-Strgc(EUR)
View Factsheet
1.5%
68 / 144
8.2%
76 / 135
17.9%
23 / 114
-
-
1.82%
JSS GlobalSar Bal CHF
View Factsheet
2%
38 / 144
8%
78 / 135
14.2%
44 / 114
37%
21 / 90
1.8%
HSBC Pfl Wld Seltn 2
View Factsheet
0.8%
123 / 144
8%
79 / 135
9.7%
68 / 114
25.3%
61 / 90
1.23%
Orchard
View Factsheet
1.6%
62 / 144
7.9%
80 / 135
12.3%
52 / 114
34.9%
25 / 90
-
UBS (L)Strgy-Bal(EUR)
View Factsheet
1.5%
64 / 144
7.8%
81 / 135
10.8%
62 / 114
28.1%
45 / 90
1.92%
Invesco Asia Bal
View Factsheet
1.3%
81 / 144
7.6%
82 / 135
-1%
111 / 114
12.6%
83 / 90
2.35%
Allied Dunbar Managed
View Factsheet
1%
107 / 144
7.6%
83 / 135
2.6%
100 / 114
27.2%
49 / 90
-
LO Selection The Bal (EUR)
View Factsheet
1.6%
61 / 144
7.6%
84 / 135
16%
33 / 114
22.9%
68 / 90
2.14%
JPMorgan Evergreen
View Factsheet
1.2%
91 / 144
7.5%
85 / 135
1%
104 / 114
22.8%
69 / 90
1.95%
JB Strategy Balanced USD
View Factsheet
1.3%
86 / 144
7.5%
86 / 135
5.1%
-
21.3%
-
1.37%
Fidelity Patrimoine
View Factsheet
0.6%
129 / 144
7.5%
87 / 135
14.5%
40 / 114
32.2%
35 / 90
1.85%
JB Strategy Balanced EUR
View Factsheet
1.6%
57 / 144
7.4%
88 / 135
11.6%
59 / 114
29.1%
44 / 90
1.83%
AB FCP I Dyn Divers Pfl
View Factsheet
1.2%
93 / 144
7.4%
89 / 135
1.1%
102 / 114
14.2%
81 / 90
2.95%
Harmony Portfolio Euro Div
View Factsheet
1.5%
63 / 144
7.3%
90 / 135
13.4%
46 / 114
30.9%
37 / 90
4.09%
AB Gbl Strgy 40/60 GBP
View Factsheet
1.4%
76 / 144
7%
91 / 135
13.1%
47 / 114
-
-
-
JB Strategy Balanced CHF
View Factsheet
1.6%
58 / 144
7%
92 / 135
7.3%
78 / 114
-
-
1.2%
EDRF Inc Eurp
View Factsheet
1.4%
72 / 144
6.9%
93 / 135
15.8%
34 / 114
-
-
1.7%
PFin Pens45
View Factsheet
2.2%
35 / 144
6.7%
94 / 135
11.9%
58 / 114
27%
54 / 90
-
UBAM Mltfnd Allctn 50
View Factsheet
0.9%
113 / 144
6.7%
95 / 135
-
-
-
-
2.72%
UBS (L)Strgy-Bal(CHF)
View Factsheet
1.7%
49 / 144
6.6%
96 / 135
7.1%
79 / 114
25.3%
60 / 90
1.68%
BNP Paribas L1 DivWldBaln
View Factsheet
1.1%
101 / 144
6.6%
97 / 135
10.2%
65 / 114
20%
74 / 90
2.26%
Franklin Gbl MA Inc
View Factsheet
0.9%
116 / 144
6.6%
98 / 135
19.8%
15 / 114
-
-
1.66%
Carmignac Ptf Pat
View Factsheet
1.5%
-
6.5%
-
17.4%
-
-
-
1.16%
Morg Stnly GblBalRskCtrl
View Factsheet
0.9%
110 / 144
6.4%
99 / 135
18.4%
21 / 114
41.1%
19 / 90
2.39%
SEB Trygghets Ekorren
View Factsheet
-0.1%
142 / 144
6.4%
100 / 135
20.6%
13 / 114
46%
9 / 90
1.2%
JI Balanced Strategy GBP CL
View Factsheet
0.5%
135 / 144
6.4%
101 / 135
13.8%
45 / 114
34.5%
27 / 90
-
H2O Moderato
View Factsheet
0.3%
139 / 144
6.3%
102 / 135
24.6%
8 / 114
58.7%
4 / 90
-
Mirabaud Mlt Ass Flx
View Factsheet
1.1%
99 / 144
6.2%
103 / 135
12%
-
20.6%
-
1.06%
Fidelity GlMAsTtMdr
View Factsheet
0.6%
130 / 144
6.1%
104 / 135
-1.4%
112 / 114
18.8%
75 / 90
1.07%
AXA WF Optimal Income
View Factsheet
2.4%
30 / 144
6.1%
105 / 135
10.9%
61 / 114
30%
40 / 90
1.45%
Fidelity SMRT Gbp Defens
View Factsheet
0.5%
134 / 144
6%
106 / 135
18.1%
22 / 114
44.9%
12 / 90
1.93%
Nordea 1 £ DvrsfRtrn
View Factsheet
1.5%
66 / 144
6%
107 / 135
-
-
-
-
0.53%
Legg Mason QS Inv MA US Bal
View Factsheet
0.8%
118 / 144
5.9%
108 / 135
4.4%
91 / 114
24.7%
62 / 90
2.61%
JSS Sust Pfl Bal€
View Factsheet
1.4%
75 / 144
5.8%
109 / 135
11.2%
60 / 114
29.9%
41 / 90
2.08%
UBS (L)StrSIC-XtrBal(€)
View Factsheet
1.3%
82 / 144
5.7%
110 / 135
-
-
-
-
2.04%
CGWM Slt Gl Div
View Factsheet
0.7%
126 / 144
5.4%
111 / 135
4%
94 / 114
22%
70 / 90
2.8%
Pictet Piclife
View Factsheet
1.6%
55 / 144
5.3%
112 / 135
9.7%
69 / 114
26.3%
56 / 90
1.37%
JI Balanced Strategy NOK CL
View Factsheet
1.3%
87 / 144
5.2%
113 / 135
16.6%
27 / 114
42.9%
14 / 90
-
JPM Gbl Bal
View Factsheet
0.5%
132 / 144
5.1%
114 / 135
10.4%
64 / 114
29.2%
43 / 90
2.15%
Carmignac Patrimoine
View Factsheet
1.4%
71 / 144
5.1%
115 / 135
14.7%
37 / 114
23.6%
67 / 90
1.68%
Franklin European Inc
View Factsheet
1.2%
95 / 144
5.1%
116 / 135
-
-
-
-
1.7%
JI Balanced Strategy CL
View Factsheet
0.8%
119 / 144
4.4%
117 / 135
12.5%
50 / 114
33.5%
32 / 90
-
OMI IM Bentley £ Bal Portfolio
View Factsheet
2.5%
29 / 144
3.7%
118 / 135
5.3%
89 / 114
24.2%
64 / 90
-
Investec Gbl Diversified Gth
View Factsheet
1.1%
102 / 144
3.6%
119 / 135
4.2%
92 / 114
21.2%
71 / 90
-
Schroder ISF GblMltAsFlx
View Factsheet
0.8%
124 / 144
3.5%
120 / 135
3.8%
95 / 114
25.9%
57 / 90
2.22%
BL Global 50
View Factsheet
1.3%
80 / 144
3.2%
121 / 135
19.2%
16 / 114
-
-
2.48%
Franklin Div Bal
View Factsheet
0.9%
112 / 144
2.9%
122 / 135
15.4%
35 / 114
33.7%
31 / 90
1.67%
Ashburton Doll Ast Mgt
View Factsheet
0.5%
133 / 144
2.8%
123 / 135
0.5%
105 / 114
12.2%
85 / 90
-
FAB Global Balanced
View Factsheet
2%
40 / 144
2.5%
124 / 135
5.8%
85 / 114
-
-
1.88%
Threadneedle (L)GblAstAlloc
View Factsheet
0.2%
140 / 144
2.5%
125 / 135
0.4%
107 / 114
17.2%
78 / 90
1.7%
NS Balanced
View Factsheet
1.9%
41 / 144
2.1%
126 / 135
5.6%
86 / 114
-
-
1.6%
Fidelity € Bal
View Factsheet
1.8%
46 / 144
1.8%
127 / 135
14.7%
38 / 114
57.2%
5 / 90
1.41%
Lyxor Diversified
View Factsheet
1.3%
85 / 144
0.4%
128 / 135
-0.9%
110 / 114
10.2%
86 / 90
-
OMI IM Bergenham Pens
View Factsheet
-3.8%
144 / 144
0.4%
129 / 135
19.1%
17 / 114
50.7%
6 / 90
-
Global Protected Profits
View Factsheet
-
141 / 144
-
130 / 135
3.3%
97 / 114
6.1%
88 / 90
0.35%
Vontobel Tgt Rtn Bal
View Factsheet
1.4%
77 / 144
-0.1%
131 / 135
-
-
-
-
1.86%
OMI IM Bentley AUD Bal Portfolio
View Factsheet
-
-
-2.8%
132 / 135
6.8%
81 / 114
36.5%
22 / 90
-
SEB OPTIMUS II FoF Bal
View Factsheet
1.8%
48 / 144
-4.1%
133 / 135
14.5%
42 / 114
41.9%
18 / 90
-
Falcon Bal
View Factsheet
-1.5%
143 / 144
-7.4%
134 / 135
-
-
-
-
-
OMI IM Bentley EUR Bal Portfolio
View Factsheet
-
-
-7.9%
135 / 135
2%
101 / 114
18.8%
76 / 90
-
Morg Stnly GlBal
View Factsheet
0.5%
131 / 144
-
-
-
-
-
-
0.99%
GS Stgc Factr Alloc Pf
View Factsheet
-
-
-
-
-
-
-
-
0.5%
Franklin NxStp Bln Grth
View Factsheet
1.1%
100 / 144
-
-
-
-
-
-
1.9%
Franklin NxStp Modrt
View Factsheet
0.9%
111 / 144
-
-
-
-
-
-
1.93%
GS Bal Alloc Pfl
View Factsheet
0.8%
122 / 144
-
-
-
-
-
-
1%
Premier Portfolio Bal PC
View Factsheet
-
-
-
-
-
-
-
-
-
FundLogic SmrtFnd80% Pr Bl
View Factsheet
1.4%
73 / 144
-
-
-
-
-
-
0.5%
Personal Portfolio 1
View Factsheet
1.9%
44 / 144
-
-
-
-
-
-
-
Coutts Personal Portfolio 5
View Factsheet
5.4%
2 / 144
-
-
-
-
-
-
-
Jupiter GlEcDi
View Factsheet
0.9%
114 / 144
-
-
-
-
-
-
1.47%
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.