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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1.3%
-
27.5%
-
36.7%
-
33.7%
-
1.02%
HSBC Pfl World Seltn 3
View Factsheet
0.7%
16 / 140
24.5%
2 / 138
-
-
-
-
1.52%
Templeton Emg Mkts Bal
View Factsheet
1.3%
8 / 140
23.5%
3 / 138
7.7%
87 / 111
-2%
84 / 85
1.81%
HSBC Pfl Wld Seltn 2
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0.6%
18 / 140
20.9%
4 / 138
-
-
-
-
1.32%
HSBC GIF MS Asia Focsd Gth
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2.8%
2 / 140
20.5%
5 / 138
13%
54 / 111
-
-
1.9%
SEI Balanced
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0.2%
53 / 140
20%
6 / 138
32.3%
4 / 111
59.6%
1 / 85
1.1%
Dimensional Wrld Alloc 60/40
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-0.2%
89 / 140
19.1%
7 / 138
33%
3 / 111
55.9%
2 / 85
0.47%
Carmignac Ptf Emg Pat
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0%
-
16.9%
-
30.6%
-
15%
-
1.15%
Orbis SICAV Global Balanced
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0.4%
43 / 140
16.3%
9 / 138
15.7%
41 / 111
-
-
0.61%
Morg Stnly Gbl Bal Inc
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1%
9 / 140
15.8%
10 / 138
-
-
-
-
1.03%
Barclays Wlth Gbl BetaPfl 3 $
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0.6%
25 / 140
15.1%
12 / 138
17.8%
28 / 111
29.2%
33 / 85
1.35%
Barclays WlGl BtPfl 3
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0.6%
27 / 140
14.9%
13 / 138
18.3%
23 / 111
30.3%
29 / 85
1.35%
GS WB MAsset Bal Pfl
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0.1%
-
14.8%
-
-
-
-
-
1.04%
BlackRock SF EM Allctn
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0.5%
36 / 140
14.7%
14 / 138
15.6%
46 / 111
-
-
1.73%
Franklin Income
View Factsheet
-1.1%
132 / 140
14.6%
15 / 138
3.7%
102 / 111
24.5%
51 / 85
1.69%
RBS Coutts Ml Ass UK Bal
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-
-
14.4%
16 / 138
20.1%
16 / 111
-
-
-
GS Gbl Inc Bldr Prt Pfl
View Factsheet
0.4%
-
13.9%
-
25.1%
-
-
-
0.9%
7IM Bal Dub
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-0.2%
93 / 140
13.8%
17 / 138
-
-
-
-
1.29%
GAM Star Balanced
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0.7%
-
13.7%
-
19.2%
-
-
-
0.6%
Barclays Wlth Gbl BetaPfl 3 €
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0.5%
33 / 140
13.4%
18 / 138
15.8%
40 / 111
26%
43 / 85
1.35%
AMG Gbl Rsk Bal
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-1%
131 / 140
13.4%
19 / 138
11.6%
65 / 111
21.3%
63 / 85
-
GAM Star Balanced II
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0.6%
20 / 140
13.2%
20 / 138
17.4%
32 / 111
36.9%
15 / 85
1.06%
Franklin GlFdmtlStra
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0.3%
47 / 140
13.1%
21 / 138
3.3%
104 / 111
28.5%
36 / 85
1.86%
Davy UK GPS Balanced Growth
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0.4%
41 / 140
13.1%
23 / 138
-
-
-
-
0.5%
Coronation Global Managed
View Factsheet
-0.7%
120 / 140
13%
24 / 138
10.9%
69 / 111
35.9%
16 / 85
-
Aberdeen Global II AsPcMA
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-0.6%
109 / 140
12.8%
25 / 138
39.4%
1 / 111
35.4%
-
1.12%
Sarasin IE GblSar-Strat GBP
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0.3%
50 / 140
12.7%
26 / 138
21.3%
10 / 111
38.7%
12 / 85
1.79%
Harmony Portfolio Strlng Bal
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0.3%
51 / 140
12.6%
27 / 138
17.4%
30 / 111
31.4%
23 / 85
3.68%
KB Elite MAss Bal
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0.6%
29 / 140
12.6%
28 / 138
15.6%
42 / 111
-
-
-
VAM Close Brothers Balanced
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0.3%
45 / 140
12.5%
29 / 138
5.2%
98 / 111
-
-
2.91%
Barclays MultiMgr Pfl 4
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-0.1%
84 / 140
11.7%
30 / 138
15.6%
43 / 111
39.1%
11 / 85
1.81%
JPMorgan Provident Growth
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0.6%
23 / 140
11.5%
31 / 138
-
-
-
-
1.02%
CGWM Select Diversity
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0.4%
39 / 140
11.3%
32 / 138
17.9%
27 / 111
33%
18 / 85
2.59%
Dierickx Transparant Balance
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-0.6%
110 / 140
11.2%
33 / 138
19.2%
18 / 111
29.5%
32 / 85
-
FundLogic SmrtFnd80% Pr Bl
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0.3%
46 / 140
10.9%
34 / 138
-
-
-
-
0.5%
SEI Global Balanced
View Factsheet
-0.5%
102 / 140
10.9%
35 / 138
8.9%
78 / 111
30.3%
28 / 85
-
HSBC Mgd Pfls World Seltn 3
View Factsheet
0.7%
15 / 140
10.8%
36 / 138
10.7%
71 / 111
23.1%
56 / 85
-
FT TAMAC Global Managers (Lux)
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-1.3%
134 / 140
10.8%
37 / 138
20.2%
15 / 111
26.7%
42 / 85
-
C+F Global Opps
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-0.4%
100 / 140
10.7%
38 / 138
18.9%
20 / 111
44.2%
7 / 85
-
City Financial Wealth
View Factsheet
-1.6%
139 / 140
10.6%
39 / 138
17%
34 / 111
-
-
1.75%
Barclays MultiMgr Pfl 3
View Factsheet
0%
74 / 140
10.6%
40 / 138
-
-
30.6%
-
1.75%
PineBridge Asia Balanced
View Factsheet
1.4%
5 / 140
10.5%
41 / 138
15.9%
37 / 111
30.1%
31 / 85
1.57%
Barclays UK Balanced Port
View Factsheet
0%
70 / 140
10.4%
42 / 138
11.4%
67 / 111
30.7%
25 / 85
1.68%
FundLogic Smartfund Balanced
View Factsheet
0.3%
44 / 140
10.4%
43 / 138
-
-
-
-
1.95%
Coram Gbl Bal
View Factsheet
0.1%
64 / 140
10.4%
44 / 138
-
-
-
-
1.64%
RBS Coutts Ml Ass Gbl Bal
View Factsheet
-
-
10.3%
45 / 138
10.8%
70 / 111
-
-
-
Smith & Williamson Defnsv Gth
View Factsheet
0.5%
35 / 140
10.2%
46 / 138
14.3%
51 / 111
27.4%
39 / 85
0.93%
Pimco GIS Gbl Mul Ass
View Factsheet
0.3%
-
10.1%
-
12.4%
-
5.1%
-
2.15%
Trojan Feeder
View Factsheet
0.8%
12 / 140
10%
48 / 138
25.2%
6 / 111
25.1%
47 / 85
-
Nedgroup Balanced Multi
View Factsheet
0.1%
61 / 140
9.9%
49 / 138
16.6%
35 / 111
22.3%
60 / 85
2.11%
Barclays WlthGblBetPfl 2
View Factsheet
0.4%
42 / 140
9.9%
50 / 138
12.8%
55 / 111
20.4%
65 / 85
1.35%
JPMorgan Provident Balanced
View Factsheet
0.5%
32 / 140
9.7%
51 / 138
12.2%
62 / 111
25.7%
45 / 85
1.63%
Sanlam Managed Risk
View Factsheet
-0%
77 / 140
9.6%
53 / 138
4.9%
100 / 111
22.9%
57 / 85
0.84%
UBS (L)Strgy-Bal(USD)
View Factsheet
0%
75 / 140
9.5%
54 / 138
-
-
-
-
1.72%
UBS LKSSIC-AsnGblStrtBal$
View Factsheet
0.6%
26 / 140
9.5%
55 / 138
11%
68 / 111
-
-
2%
Fidelity Growth & Inc
View Factsheet
0.4%
38 / 140
9.5%
56 / 138
7.1%
88 / 111
22.3%
59 / 85
1.71%
Janus Balanced
View Factsheet
-1%
126 / 140
9.4%
57 / 138
10.2%
75 / 111
33%
19 / 85
1.97%
AB Gbl Strgy 60/40 GBP
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0.2%
58 / 140
9.3%
58 / 138
14.7%
49 / 111
-
-
-
H2O Moderato
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3.1%
1 / 140
9.1%
59 / 138
23.9%
7 / 111
52.3%
3 / 85
-
Invesco Bal Risk Sel
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-1.5%
138 / 140
8.8%
60 / 138
-
-
-
-
1.06%
Invesco Bal Risk Alloc
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-1.4%
137 / 140
8.7%
61 / 138
10.2%
74 / 111
14.9%
75 / 85
2.12%
Barclays Wlth Gbl BetaPfl 2 €
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0.3%
48 / 140
8.5%
62 / 138
10.5%
72 / 111
16.5%
71 / 85
1.35%
JMF-Jupiter MerlinIntBldPtf
View Factsheet
-0.9%
123 / 140
8.5%
63 / 138
18.5%
22 / 111
28.4%
37 / 85
2.56%
IdB Multi Manager Balanced
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-1.3%
135 / 140
8.5%
64 / 138
19.6%
17 / 111
37.4%
13 / 85
-
BlackRock GFGlAllctn
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-0.1%
82 / 140
8.5%
65 / 138
6.7%
90 / 111
22.3%
61 / 85
1.77%
JPMorgan Evergreen
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-0.3%
95 / 140
8.3%
66 / 138
4.9%
99 / 111
19.6%
69 / 85
1.95%
GS Bal Alloc Pfl
View Factsheet
-0.2%
88 / 140
8.3%
67 / 138
-
-
-
-
1.13%
JSS GlobalSar Bal EUR
View Factsheet
-1%
129 / 140
8.2%
68 / 138
20.8%
12 / 111
41.3%
9 / 85
1.8%
Legg Mason QSInMAstErBlcd
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-0.7%
116 / 140
8.2%
70 / 138
22.7%
8 / 111
43%
8 / 85
1.79%
Carmignac Ptf Pat
View Factsheet
-1%
-
8%
-
19.4%
-
-
-
1.15%
NS Balanced
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0.2%
57 / 140
7.8%
71 / 138
8.7%
80 / 111
-
-
1.6%
LO Selection The Bal (EUR)
View Factsheet
-0.7%
119 / 140
7.8%
72 / 138
17.6%
29 / 111
20.5%
64 / 85
2.14%
Sarasin IE GblSar-Strgc(EUR)
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-0.7%
117 / 140
7.8%
73 / 138
18.9%
21 / 111
-
-
1.8%
Ashburton Global Balanced
View Factsheet
-0.4%
98 / 140
7.7%
74 / 138
-
-
-
-
2.03%
UBS (L)Strgy-Bal(EUR)
View Factsheet
-0.1%
86 / 140
7.6%
75 / 138
12.3%
60 / 111
25.8%
44 / 85
1.94%
Franklin NxStp Bln Grth
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0.4%
37 / 140
7.5%
76 / 138
-
-
-
-
1.95%
SEB Trygghets Ekorren
View Factsheet
-0.6%
114 / 140
7.4%
77 / 138
20.6%
14 / 111
45%
6 / 85
1.2%
Allied Dunbar Managed
View Factsheet
0.7%
13 / 140
7.4%
78 / 138
6.7%
92 / 111
23.2%
55 / 85
-
AB Gbl Strgy 50/50 GBP
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0.1%
62 / 140
7.4%
79 / 138
13.6%
53 / 111
-
-
-
Harmony Portfolio US Dollar Bal
View Factsheet
-0.7%
118 / 140
7.4%
80 / 138
3.3%
103 / 111
14.1%
77 / 85
3.61%
UBAM Mltfnd Allctn 50
View Factsheet
0.2%
59 / 140
7.4%
81 / 138
-
-
-
-
2.54%
Sarasin IE GblSar-Strat USD
View Factsheet
0.2%
60 / 140
7.2%
83 / 138
9.5%
77 / 111
23.3%
54 / 85
1.79%
JSS GlobalSar Bal CHF
View Factsheet
-0.9%
124 / 140
7.2%
84 / 138
15.1%
47 / 111
32.6%
20 / 85
1.8%
Harmony Portfolio Euro Div
View Factsheet
-1.4%
136 / 140
7.2%
85 / 138
15.6%
45 / 111
28.7%
34 / 85
4.09%
CS Inv4CS(L)FdSelBalEUR
View Factsheet
-0.9%
125 / 140
7.2%
86 / 138
18%
-
-
-
-
JB Strategy Balanced USD
View Factsheet
0.1%
63 / 140
7.2%
87 / 138
6.8%
-
19.1%
-
1.37%
UBS (L)Strgy-Bal(CHF)
View Factsheet
-0.2%
87 / 140
7.1%
88 / 138
8.8%
79 / 111
23.4%
52 / 85
1.7%
FAB Global Balanced
View Factsheet
0.1%
67 / 140
7.1%
89 / 138
8.6%
81 / 111
-
-
1.88%
Harmony Portfolio Asian Bal
View Factsheet
0.1%
66 / 140
7%
90 / 138
2.7%
107 / 111
3.7%
83 / 85
3.92%
Morg Stnly GblBalRskCtrl
View Factsheet
-1%
127 / 140
6.9%
91 / 138
18.2%
24 / 111
28.7%
35 / 85
3.4%
BlackRock SF MgdIdxPfsMod
View Factsheet
-0.6%
112 / 140
6.9%
92 / 138
-
-
-
-
1.13%
JB Strategy Balanced EUR
View Factsheet
-0.5%
107 / 140
6.8%
93 / 138
12.6%
57 / 111
25.4%
46 / 85
1.83%
SP FP Harmony USD Balanced
View Factsheet
-
76 / 140
6.8%
94 / 138
2.3%
108 / 111
-8.4%
85 / 85
-
AXA WF Optimal Income
View Factsheet
0.3%
49 / 140
6.7%
95 / 138
12.3%
61 / 111
26.7%
41 / 85
1.45%
AB FCP I Dyn Divers Pfl
View Factsheet
-0.1%
79 / 140
6.7%
96 / 138
2.8%
106 / 111
12.1%
79 / 85
2.95%
Fidelity GlMAsTtMdr
View Factsheet
0.2%
54 / 140
6.7%
97 / 138
-1.3%
111 / 111
14.5%
76 / 85
1.07%
Carmignac Patrimoine
View Factsheet
-1%
130 / 140
6.7%
98 / 138
16.6%
36 / 111
22.9%
58 / 85
1.79%
RBC (Lux) BlcdPfl
View Factsheet
-0.3%
96 / 140
6.6%
99 / 138
8.5%
83 / 111
-
-
-
JI Balanced Strategy GBP CL
View Factsheet
0.8%
11 / 140
6.6%
100 / 138
15.6%
44 / 111
32.5%
21 / 85
-
JB Strategy Balanced CHF
View Factsheet
-0.4%
99 / 140
6.5%
101 / 138
8.4%
84 / 111
22%
-
1.23%
UBS (L)StrSIC-XtrBal(€)
View Factsheet
-0.1%
78 / 140
6.5%
102 / 138
-
-
-
-
2.08%
OMI IM Bentley £ Bal Portfolio
View Factsheet
0.9%
10 / 140
6.4%
103 / 138
6.8%
89 / 111
19.9%
66 / 85
-
BNP Paribas L1 DivWldBaln
View Factsheet
-0.6%
111 / 140
6.3%
104 / 138
11.6%
64 / 111
15.6%
73 / 85
2.18%
CGWM Slt Gl Div
View Factsheet
-0.2%
94 / 140
6.2%
105 / 138
5.3%
96 / 111
19.7%
68 / 85
2.8%
Orchard
View Factsheet
-0.3%
52 / 140
6.2%
82 / 138
11.4%
58 / 111
29.7%
24 / 85
-
PFin Pens45
View Factsheet
-0.5%
105 / 140
6.2%
106 / 138
12%
63 / 111
25%
48 / 85
0.94%
Franklin NxStp Modrt
View Factsheet
-0.2%
90 / 140
6%
107 / 138
-
-
-
-
2.75%
MFS Meridian Global Tot Rtn
View Factsheet
0.4%
-
6%
-
17.5%
-
37.4%
-
1.2%
AB Gbl Strgy 40/60 GBP
View Factsheet
0.1%
68 / 140
6%
108 / 138
13.8%
52 / 111
-
-
-
Mirabaud Mlt Ass Flx
View Factsheet
-0.6%
108 / 140
5.8%
109 / 138
12.7%
-
18.7%
-
1.06%
Franklin European Inc
View Factsheet
0.2%
55 / 140
5.8%
110 / 138
-
-
-
-
1.7%
EDRF Inc Eurp
View Factsheet
0.1%
65 / 140
5.7%
111 / 138
14.7%
48 / 111
-
-
1.7%
JSS Sust Pfl Bal€
View Factsheet
-0.8%
122 / 140
5.7%
112 / 138
12.3%
59 / 111
24.8%
50 / 85
2.08%
JI Balanced Strategy NOK CL
View Factsheet
0.4%
40 / 140
5.6%
113 / 138
18%
26 / 111
40.8%
10 / 85
-
Franklin Gbl MA Inc
View Factsheet
-0.5%
104 / 140
5.5%
115 / 138
20.7%
13 / 111
-
-
1.69%
Oasis Crscnt Gbl MdmEqBal
View Factsheet
0%
73 / 140
5.4%
116 / 138
8.6%
82 / 111
30.2%
30 / 85
-
Fidelity Patrimoine
View Factsheet
-1%
128 / 140
5.3%
117 / 138
12.8%
56 / 111
28%
38 / 85
1.85%
Investec Gbl Diversified Gth
View Factsheet
0.6%
24 / 140
5.3%
118 / 138
8.2%
86 / 111
16.9%
70 / 85
-
Invesco Asia Bal
View Factsheet
0.7%
17 / 140
5.1%
119 / 138
-0.5%
109 / 111
8.1%
82 / 85
2.34%
UBS (L)SIC1-All-Round$
View Factsheet
-0.5%
106 / 140
5%
120 / 138
8.3%
85 / 111
15.4%
74 / 85
1.51%
Pictet Piclife
View Factsheet
-0.6%
113 / 140
4.8%
121 / 138
10.3%
73 / 111
23.3%
53 / 85
1.38%
JI Balanced Strategy CL
View Factsheet
0.6%
19 / 140
4.7%
122 / 138
14.4%
50 / 111
31.6%
22 / 85
-
Legg Mason QS Inv MA US Bal
View Factsheet
0.5%
34 / 140
4.5%
123 / 138
6.5%
93 / 111
22.2%
62 / 85
2.53%
Fidelity € Bal
View Factsheet
1.3%
6 / 140
4.4%
124 / 138
15.8%
38 / 111
50%
5 / 85
1.41%
Franklin Div Bal
View Factsheet
-0.4%
101 / 140
3.8%
125 / 138
17.3%
33 / 111
30.4%
27 / 85
1.59%
Oasis Crs Gbl Low EqBal
View Factsheet
-0.2%
92 / 140
3.8%
126 / 138
6.3%
94 / 111
-
-
-
Fidelity SMRT Gbp Defens
View Factsheet
-2.1%
140 / 140
3.8%
127 / 138
15.8%
39 / 111
36.9%
14 / 85
1.93%
Nordea 1 £ DvrsfRtrn
View Factsheet
0.7%
14 / 140
3.7%
128 / 138
-
-
-
-
1%
Schroder ISF GblMltAsFlx
View Factsheet
-0.5%
103 / 140
3.5%
129 / 138
5.2%
97 / 111
19.8%
67 / 85
2.21%
JPM Gbl Bal
View Factsheet
0.2%
56 / 140
3.3%
130 / 138
11.5%
66 / 111
26.9%
40 / 85
2.15%
Lyxor Diversified
View Factsheet
-0.1%
85 / 140
3.2%
131 / 138
-1%
110 / 111
9.6%
81 / 85
-
Threadneedle (L)GblAstAlloc
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0.6%
22 / 140
3.1%
132 / 138
3.8%
101 / 111
13.5%
78 / 85
1.7%
BL Global 50
View Factsheet
-0.6%
115 / 140
3.1%
133 / 138
21.1%
11 / 111
-
-
2.48%
OMI IM Bergenham Pens
View Factsheet
-
-
0.4%
134 / 138
19.1%
19 / 111
50.7%
4 / 85
-
OMI IM Bentley EUR Bal Portfolio
View Factsheet
1.7%
3 / 140
-0.5%
135 / 138
2.9%
105 / 111
15.9%
72 / 85
-
Vontobel Tgt Rtn Bal
View Factsheet
-1.1%
133 / 140
-0.8%
136 / 138
-
-
-
-
1.75%
OMI IM Bentley AUD Bal Portfolio
View Factsheet
0.6%
28 / 140
-0.8%
137 / 138
6.7%
91 / 111
30.5%
26 / 85
-
Falcon Bal
View Factsheet
-
-
-7%
138 / 138
-
-
-
-
-
Morg Stnly GlBal
View Factsheet
-0.8%
121 / 140
-
-
-
-
-
-
0.99%
GS Stgc Factr Alloc Pf
View Factsheet
0%
71 / 140
-
-
-
-
-
-
0.51%
Robeco QI Cons Ml Asst
View Factsheet
-
-
-
-
-
-
-
-
-
Old Mutual Comp Prtf 3
View Factsheet
-0.3%
97 / 140
-
-
-
-
-
-
2%
Personal Portfolio 1
View Factsheet
-
-
-
-
-
-
-
-
-
Coutts Personal Portfolio 5
View Factsheet
-
-
-
-
-
-
-
-
-
Jupiter GlEcDi
View Factsheet
-0.2%
91 / 140
-
-
-
-
-
-
1.47%
7IM AAP Bal Dub
View Factsheet
-0.1%
80 / 140
-
-
-
-
-
-
0.61%
Pacific Ml Asst Accm Cre
View Factsheet
-0.1%
83 / 140
-
-
-
-
-
-
-
Data provided by

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