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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-1.2%
141 / 147
28.3%
1 / 136
29.1%
5 / 112
36.4%
29 / 86
1.02%
Templeton Emg Mkts Bal
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2.1%
34 / 147
28.1%
2 / 136
4.6%
103 / 112
11.1%
85 / 86
1.81%
HSBC GIF MS Asia Focsd Gth
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2.7%
11 / 147
27.1%
3 / 136
7.2%
95 / 112
-
-
1.9%
HSBC Pfl World Seltn 3
View Factsheet
-0.4%
134 / 147
24.1%
4 / 136
-
-
-
-
1.52%
SEI Balanced
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1.1%
84 / 147
22.5%
5 / 136
31.8%
1 / 112
68.6%
2 / 86
1.1%
OMI IM Bentley AUD Bal Portfolio
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1.8%
47 / 147
20.9%
6 / 136
13.5%
49 / 112
31.2%
50 / 86
-
Dimensional Wrld Alloc 60/40
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0.7%
107 / 147
20.7%
7 / 136
31.8%
2 / 112
64.6%
3 / 86
0.47%
HSBC Pfl Wld Seltn 2
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-1.1%
139 / 147
19.8%
8 / 136
-
-
-
-
1.32%
Orbis SICAV Global Balanced
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3%
8 / 147
19.8%
9 / 136
15.3%
36 / 112
-
-
0.61%
BlackRock SF EM Allctn
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2.3%
25 / 147
19.3%
10 / 136
10.8%
65 / 112
-
-
1.73%
Morg Stnly Gbl Bal Inc
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2.4%
17 / 147
19.2%
11 / 136
-
-
-
-
1.03%
RBS Coutts Ml Ass UK Bal
View Factsheet
2.2%
32 / 147
17.5%
13 / 136
21%
10 / 112
-
-
-
GAM Star Balanced
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2.3%
-
16.7%
-
22.7%
-
-
-
0.6%
GAM Star Balanced II
View Factsheet
2.3%
26 / 147
16.1%
14 / 136
21%
9 / 112
49.5%
8 / 86
1.93%
Barclays Wlth Gbl BetaPfl 3 $
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1.3%
70 / 147
16%
16 / 136
14.6%
46 / 112
36%
31 / 86
1.35%
JPMorgan Provident Growth
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3.2%
5 / 147
15.9%
17 / 136
-
-
-
-
1.02%
GS WB MAsset Bal Pfl
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0.9%
-
15.8%
-
-
-
-
-
1.04%
VAM Close Brothers Balanced
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1.9%
42 / 147
15.7%
18 / 136
10.5%
70 / 112
-
-
2.87%
Barclays WlGl BtPfl 3
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1.3%
75 / 147
15.7%
19 / 136
15.2%
38 / 112
36.9%
27 / 86
1.35%
Coronation Global Managed
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1.3%
74 / 147
15.6%
20 / 136
8.1%
92 / 112
50.1%
7 / 86
-
7IM Bal Dub
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0.5%
116 / 147
15.5%
21 / 136
-
-
-
-
1.29%
Carmignac Ptf Emg Pat
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-2.5%
-
15.4%
-
19.4%
-
16.5%
-
1.15%
GS Gbl Inc Bldr Prt Pfl
View Factsheet
1.5%
-
15.2%
-
24.1%
-
-
-
0.9%
Franklin GlFdmtlStra
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2.3%
21 / 147
15.1%
22 / 136
2.4%
108 / 112
41.6%
16 / 86
1.86%
PineBridge Asia Balanced
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1.4%
68 / 147
14.8%
23 / 136
11.6%
61 / 112
36.2%
30 / 86
1.51%
Sarasin IE GblSar-Strat GBP
View Factsheet
1.5%
65 / 147
14.7%
24 / 136
22.1%
8 / 112
45.8%
14 / 86
1.79%
First Quadrant Gbl Rsk Bal
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0.5%
113 / 147
14.7%
25 / 136
10.7%
69 / 112
24.5%
69 / 86
-
Barclays MultiMgr Pfl 4
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2.1%
35 / 147
14.7%
26 / 136
15.8%
32 / 112
49.1%
9 / 86
1.81%
Franklin Income
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1.9%
41 / 147
14.7%
27 / 136
2.6%
107 / 112
32%
47 / 86
1.69%
Davy UK GPS Balanced Growth
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1%
86 / 147
14.6%
28 / 136
-
-
-
-
0.5%
KB Elite MAss Bal
View Factsheet
1.2%
78 / 147
14.3%
29 / 136
12.3%
56 / 112
-
-
-
City Financial Wealth
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3.3%
4 / 147
14.3%
30 / 136
16.1%
28 / 112
-
-
1.75%
Barclays Wlth Gbl BetaPfl 3 €
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1.2%
77 / 147
14.2%
31 / 136
12.4%
54 / 112
32.4%
44 / 86
1.35%
FundLogic SmrtFnd80% Pr Bl
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1%
88 / 147
14.2%
32 / 136
-
-
-
-
0.5%
UBS LKSSIC-AsnGblStrtBal$
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2.3%
22 / 147
14%
33 / 136
10.3%
72 / 112
-
-
2%
Harmony Portfolio Strlng Bal
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0.9%
97 / 147
13.8%
34 / 136
17.1%
25 / 112
37%
26 / 86
3.68%
H2O Moderato
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4.7%
1 / 147
13.8%
35 / 136
29.6%
3 / 112
69.2%
1 / 86
-
Barclays UK Balanced Port
View Factsheet
1.8%
46 / 147
13.3%
37 / 136
12%
58 / 112
40.9%
17 / 86
1.68%
Dierickx Transparant Balance
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0.7%
103 / 147
13.1%
38 / 136
17.3%
24 / 112
39.2%
22 / 86
-
CGWM Select Diversity
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1.2%
79 / 147
13.1%
39 / 136
18.8%
18 / 112
38.5%
24 / 86
2.59%
SEI Global Balanced
View Factsheet
1.4%
67 / 147
13.1%
40 / 136
9.5%
78 / 112
42.4%
15 / 86
-
JPMorgan Provident Balanced
View Factsheet
2.6%
14 / 147
13%
41 / 136
13.8%
47 / 112
34.7%
35 / 86
1.63%
FT TAMAC Global Managers (Lux)
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0.2%
124 / 147
12.9%
42 / 136
20.5%
13 / 112
32.2%
45 / 86
-
ACPI Balanced UCITS
View Factsheet
2.4%
19 / 147
12.8%
43 / 136
13.6%
48 / 112
40.7%
18 / 86
-
Pimco GIS Gbl Mul Ass
View Factsheet
2%
-
12.4%
-
16.7%
-
18.3%
-
0.95%
UBS (L)Strgy-Bal(USD)
View Factsheet
2%
39 / 147
12.2%
44 / 136
-
-
-
-
1.72%
Coram Gbl Bal
View Factsheet
1%
90 / 147
12%
45 / 136
-
-
-
-
1.64%
FundLogic Smartfund Balanced
View Factsheet
1.3%
72 / 147
11.9%
46 / 136
-
-
-
-
1.95%
AB Gbl Strgy 60/40 GBP
View Factsheet
2.2%
28 / 147
11.9%
47 / 136
13.3%
50 / 112
-
-
-
SEB Trygghets Ekorren
View Factsheet
2%
37 / 147
11.8%
49 / 136
20.3%
14 / 112
54.3%
5 / 86
1.2%
RBS Coutts Ml Ass Gbl Bal
View Factsheet
2.2%
30 / 147
11.7%
50 / 136
12.3%
55 / 112
-
-
-
Aberdeen Global II AsPcMA
View Factsheet
-1.8%
144 / 147
11.6%
48 / 136
30.1%
4 / 112
32.6%
-
1.12%
BlackRock GFGlAllctn
View Factsheet
2.6%
13 / 147
11.6%
51 / 136
8.5%
84 / 112
33.6%
40 / 86
1.77%
Barclays MultiMgr Pfl 3
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1.6%
56 / 147
11.5%
52 / 136
12%
59 / 112
39.4%
21 / 86
1.75%
Nedgroup Balanced Multi
View Factsheet
0.5%
114 / 147
11.5%
53 / 136
15.1%
40 / 112
27.6%
62 / 86
2.11%
C+F Global Opps
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0.6%
110 / 147
11.4%
54 / 136
16%
29 / 112
51%
6 / 86
-
Fidelity Growth & Inc
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2.4%
16 / 147
11.4%
55 / 136
8.3%
89 / 112
32.1%
46 / 86
1.7%
AXA WF Optimal Income
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3.4%
3 / 147
11%
57 / 136
14.7%
44 / 112
34.3%
38 / 86
1.45%
OMI IM Bentley EUR Bal Portfolio
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1.3%
73 / 147
11%
58 / 136
8.1%
90 / 112
18.5%
81 / 86
-
Janus Balanced
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0.5%
115 / 147
11%
59 / 136
9.9%
76 / 112
40.5%
19 / 86
1.97%
Allied Dunbar Managed
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3.1%
7 / 147
11%
60 / 136
9%
82 / 112
36.5%
28 / 86
-
HSBC Mgd Pfls World Seltn 3
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1.5%
62 / 147
10.9%
62 / 136
9.4%
80 / 112
30.2%
53 / 86
-
JPMorgan Evergreen
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2.4%
18 / 147
10.8%
63 / 136
7.4%
94 / 112
29.4%
59 / 86
1.95%
UBS (L)Strgy-Bal(EUR)
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2%
40 / 147
10.6%
64 / 136
12.6%
52 / 112
32.5%
43 / 86
1.94%
Barclays WlthGblBetPfl 2
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0.9%
92 / 147
10.5%
65 / 136
10.7%
67 / 112
25.8%
66 / 86
1.35%
NS Balanced
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1.7%
53 / 147
10.5%
66 / 136
11.1%
64 / 112
-
-
1.6%
Trojan Feeder
View Factsheet
-0.1%
131 / 147
10.4%
67 / 136
23%
7 / 112
25.9%
65 / 86
-
Smith & Williamson Defnsv Gth
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0.2%
126 / 147
10.3%
68 / 136
14.6%
45 / 112
30.5%
52 / 86
0.93%
SP FP Harmony USD Balanced
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3.1%
6 / 147
10.2%
69 / 136
5.6%
99 / 112
-0.5%
86 / 86
-
Invesco Bal Risk Sel
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0.5%
117 / 147
10.1%
71 / 136
-
-
-
-
0.96%
Orchard
View Factsheet
0.9%
93 / 147
10%
72 / 136
11.2%
63 / 112
35.6%
34 / 86
-
Fidelity € Bal
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3.4%
2 / 147
9.9%
73 / 136
18.1%
21 / 112
61.5%
4 / 86
1.4%
Ashburton Global Balanced
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1.6%
58 / 147
9.9%
74 / 136
-
-
-
-
2.03%
Franklin NxStp Bln Grth
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1.8%
45 / 147
9.9%
75 / 136
-
-
-
-
1.89%
AB Gbl Strgy 50/50 GBP
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1.9%
43 / 147
9.8%
76 / 136
12.2%
57 / 112
-
-
-
Harmony Portfolio Euro Div
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0.1%
127 / 147
9.7%
77 / 136
15.8%
31 / 112
34.5%
36 / 86
4.09%
GS Bal Alloc Pfl
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1.2%
80 / 147
9.6%
78 / 136
-
-
-
-
0.87%
UBS (L)Strgy-Bal(CHF)
View Factsheet
2.2%
33 / 147
9.5%
79 / 136
8.5%
86 / 112
30%
55 / 86
1.7%
UBS (L)StrSIC-XtrBal(€)
View Factsheet
1.7%
52 / 147
9.5%
80 / 136
-
-
-
-
2.08%
FAB Global Balanced
View Factsheet
1.7%
54 / 147
9.4%
81 / 136
8.8%
83 / 112
-
-
1.88%
Barclays Wlth Gbl BetaPfl 2 €
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0.8%
98 / 147
9.3%
82 / 136
8.1%
91 / 112
21.5%
75 / 86
1.35%
RBC (Lux) BlcdPfl
View Factsheet
1.6%
57 / 147
9.2%
83 / 136
8.5%
85 / 112
-
-
-
AB FCP I Dyn Divers Pfl
View Factsheet
2.1%
36 / 147
9.2%
84 / 136
2.8%
106 / 112
21.2%
76 / 86
2.95%
JSS GlobalSar Bal EUR
View Factsheet
0.7%
105 / 147
9.1%
85 / 136
20%
16 / 112
47.1%
12 / 86
1.8%
JB Strategy Balanced USD
View Factsheet
1.5%
64 / 147
9.1%
86 / 136
6.9%
-
25%
-
1.44%
Sarasin IE GblSar-Strat USD
View Factsheet
1.9%
44 / 147
9%
87 / 136
10.7%
68 / 112
30.7%
51 / 86
1.79%
UBAM Mltfnd Allctn 50
View Factsheet
1.8%
48 / 147
9%
88 / 136
-
-
-
-
2.54%
Harmony Portfolio US Dollar Bal
View Factsheet
0.9%
96 / 147
8.9%
89 / 136
4.2%
104 / 112
20.7%
77 / 86
3.61%
JI Balanced Strategy GBP CL
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1.8%
50 / 147
8.8%
90 / 136
17.1%
26 / 112
38.4%
25 / 86
-
EDRF Inc Eurp
View Factsheet
2.3%
23 / 147
8.8%
91 / 136
15.5%
35 / 112
-
-
1.7%
Sarasin IE GblSar-Strgc(EUR)
View Factsheet
0.8%
99 / 147
8.8%
92 / 136
18.5%
19 / 112
-
-
1.8%
Legg Mason QSInMAstErBlcd
View Factsheet
-0.6%
135 / 147
8.8%
93 / 136
19%
17 / 112
47.5%
11 / 86
1.79%
Harmony Portfolio Asian Bal
View Factsheet
1.2%
76 / 147
8.6%
94 / 136
1.4%
110 / 112
11.2%
84 / 86
3.92%
LO Selection The Bal (EUR)
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0.2%
125 / 147
8.6%
95 / 136
15.7%
33 / 112
24.9%
68 / 86
2.14%
JI Balanced Strategy NOK CL
View Factsheet
2%
38 / 147
8.6%
96 / 136
20.6%
12 / 112
46.7%
13 / 86
-
BNP Paribas L1 DivWldBaln
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0.4%
119 / 147
8.6%
97 / 136
9.9%
75 / 112
23%
73 / 86
2.18%
CGWM Slt Gl Div
View Factsheet
1.5%
60 / 147
8.5%
98 / 136
8.3%
87 / 112
26.4%
64 / 86
2.8%
CS Inv4CS(L)FdSelBalEUR
View Factsheet
0.3%
121 / 147
8.5%
99 / 136
18.6%
-
-
-
1.92%
BlackRock SF MgdIdxPfsMod
View Factsheet
0.4%
118 / 147
8.4%
100 / 136
-
-
-
-
1.13%
Invesco Bal Risk Alloc
View Factsheet
1.1%
85 / 147
8.4%
101 / 136
8.3%
88 / 112
18.8%
79 / 86
2.12%
Morg Stnly GblBalRskCtrl
View Factsheet
0.3%
122 / 147
8.2%
102 / 136
18.1%
22 / 112
32.9%
42 / 86
3.4%
JSS GlobalSar Bal CHF
View Factsheet
1.2%
82 / 147
8.2%
103 / 136
14.7%
43 / 112
40%
20 / 86
1.8%
AB Gbl Strgy 40/60 GBP
View Factsheet
1.5%
59 / 147
8.1%
104 / 136
12.5%
53 / 112
-
-
-
JB Strategy Balanced EUR
View Factsheet
0.2%
123 / 147
8%
105 / 136
11.3%
62 / 112
27.9%
61 / 86
1.85%
Franklin European Inc
View Factsheet
2.2%
31 / 147
8%
106 / 136
-
-
-
-
1.7%
JB Strategy Balanced CHF
View Factsheet
1%
89 / 147
7.9%
109 / 136
7.5%
93 / 112
26.2%
-
1.26%
Legg Mason QS Inv MA US Bal
View Factsheet
2.3%
24 / 147
7.8%
107 / 136
7.1%
96 / 112
30%
54 / 86
2.53%
OMI IM Bentley £ Bal Portfolio
View Factsheet
0.5%
112 / 147
7.7%
108 / 136
9.5%
79 / 112
27.2%
63 / 86
-
IdB Multi Manager Balanced
View Factsheet
-1.4%
143 / 147
7.5%
110 / 136
17.1%
27 / 112
38.7%
23 / 86
-
Investec Gbl Diversified Gth
View Factsheet
1.8%
49 / 147
7.5%
111 / 136
9%
81 / 112
24.3%
70 / 86
-
Carmignac Ptf Pat
View Factsheet
0.1%
-
7.5%
-
18.4%
-
-
-
1.15%
Mirabaud Mlt Ass Flx
View Factsheet
0.9%
94 / 147
7.4%
112 / 136
10.4%
-
25.1%
-
1.06%
Fidelity GlMAsTtMdr
View Factsheet
0.7%
102 / 147
7.3%
113 / 136
-1.6%
112 / 112
24.1%
71 / 86
0.98%
PFin Pens45
View Factsheet
1%
87 / 147
7%
115 / 136
10.8%
66 / 112
29.9%
56 / 86
0.94%
JI Balanced Strategy CL
View Factsheet
1.5%
66 / 147
7%
116 / 136
15.2%
37 / 112
35.9%
32 / 86
-
Franklin NxStp Modrt
View Factsheet
1.5%
61 / 147
6.9%
117 / 136
-
-
-
-
2.75%
MFS Meridian Global Tot Rtn
View Factsheet
2.2%
-
6.9%
-
18.3%
-
44.8%
-
1.2%
Invesco Asia Bal
View Factsheet
-4.5%
147 / 147
6.3%
118 / 136
17.4%
23 / 112
29.7%
57 / 86
2.14%
Carmignac Patrimoine
View Factsheet
0.1%
128 / 147
6.2%
119 / 136
15.5%
34 / 112
22.2%
74 / 86
1.79%
Pictet Piclife
View Factsheet
1.2%
81 / 147
6.1%
120 / 136
10%
73 / 112
29.4%
58 / 86
1.38%
JPM Gbl Bal
View Factsheet
1.4%
69 / 147
6%
121 / 136
12.8%
51 / 112
31.4%
49 / 86
2.15%
Fidelity Patrimoine
View Factsheet
0.3%
120 / 147
5.9%
122 / 136
11.7%
60 / 112
31.7%
48 / 86
1.82%
JSS Sust Pfl Bal€
View Factsheet
-0.7%
136 / 147
5.8%
123 / 136
9.7%
77 / 112
28.6%
60 / 86
2.08%
UBS (L)SIC1-All-Round$
View Factsheet
0.8%
100 / 147
5.7%
124 / 136
7.1%
97 / 112
20.7%
78 / 86
1.51%
Oasis Crscnt Gbl MdmEqBal
View Factsheet
0%
129 / 147
5.3%
125 / 136
4.8%
102 / 112
33.7%
39 / 86
-
Franklin Gbl MA Inc
View Factsheet
-1%
137 / 147
4.9%
126 / 136
16%
30 / 112
-
-
1.69%
Threadneedle (L)GblAstAlloc
View Factsheet
2.3%
20 / 147
4.8%
127 / 136
5%
101 / 112
23.7%
72 / 86
1.7%
Nordea 1 £ DvrsfRtrn
View Factsheet
0.6%
111 / 147
4.7%
128 / 136
-
-
-
-
1%
Schroder ISF GblMltAsFlx
View Factsheet
0.9%
95 / 147
4.6%
129 / 136
5.4%
100 / 112
25.7%
67 / 86
2.21%
Ashburton Doll Ast Mgt
View Factsheet
1.2%
83 / 147
4.6%
130 / 136
2.9%
105 / 112
16.3%
82 / 86
1.85%
Lyxor Diversified
View Factsheet
0.9%
91 / 147
4.1%
131 / 136
0.6%
111 / 112
11.5%
83 / 86
-
BL Global 50
View Factsheet
-1.3%
142 / 147
3.4%
132 / 136
18.5%
20 / 112
-
-
2.48%
Franklin Div Bal
View Factsheet
-1%
138 / 147
3.2%
133 / 136
14.7%
42 / 112
34.4%
37 / 86
1.59%
Oasis Crs Gbl Low EqBal
View Factsheet
-0.1%
130 / 147
3%
134 / 136
1.9%
109 / 112
-
-
-
Vontobel Tgt Rtn Bal
View Factsheet
-0.4%
133 / 147
0.8%
135 / 136
-
-
-
-
1.75%
Fidelity SMRT Gbp Defens
View Factsheet
-3.9%
146 / 147
0.8%
136 / 136
10.4%
71 / 112
35.8%
33 / 86
1.88%
Morg Stnly GlBal
View Factsheet
-0.2%
132 / 147
-
-
-
-
-
-
0.99%
GS Stgc Factr Alloc Pf
View Factsheet
0.6%
108 / 147
-
-
-
-
-
-
0.51%
Robeco QI Cons Ml Asst
View Factsheet
-1.1%
140 / 147
-
-
-
-
-
-
-
Personal Portfolio 1
View Factsheet
0.7%
104 / 147
-
-
-
-
-
-
-
Coutts Personal Portfolio 5
View Factsheet
2.7%
10 / 147
-
-
-
-
-
-
-
Jupiter GlEcDi
View Factsheet
0.7%
106 / 147
-
-
-
-
-
-
1.47%
7IM AAP Bal Dub
View Factsheet
0.8%
101 / 147
-
-
-
-
-
-
0.61%
Pacific Ml Asst Accm Cre
View Factsheet
0.6%
109 / 147
-
-
-
-
-
-
-
OMI IM Bergenham Pens
View Factsheet
-
-
-
-
20.2%
15 / 112
47.6%
10 / 86
-
Data provided by

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