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Showing fund managers & funds registered for sale globally. You can filter by individual jurisdictions.

Funds & Fund Managers

All calculations in USD
over :
 Average Total Return : 7.3% (31 July 2017 - 31 July 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 199

BBVA Agresivo FMIV

USD

17.4%

12.1

-6.4%

2 of 199

PIMCO GIS StocksPLUS Inst USD Acc

USD

15.7%

9.1

-6.4%

3 of 199

Wisconsin Plumb Balanced Fund

USD

15.2%

6.8

-3.1%

4 of 199

Madison Dividend Income Fund;Y

USD

13.8%

9.3

-7.0%

5 of 199

1919 Socially Responsive Balanced Fund;B

USD

13.2%

6.2

-3.5%

6 of 199

SEI Tax-Managed Aggressive Strategy Fund;F

USD

13.0%

7.7

-4.9%

6 of 199

SEI Core Market Strategy Allocation Fund;F

USD

13.0%

7.7

-4.9%

8 of 199

SEI Market Growth Strategy Allocation Fund;F

USD

12.9%

7.7

-4.9%

9 of 199

E-Valuator Aggressive Growth RMS Fund;Service

USD

12.9%

7.9

-4.7%

10 of 199

Sura Acciones Norteamericanas FMIV en Dolares

USD

12.8%

8.3

-6.1%

11 of 199

Fidelity Puritan Fund

USD

12.7%

6.4

-4.4%

12 of 199

WARBURG - MULTI-SMART-BETA AKTIEN USA R

USD

12.6%

9.0

-6.7%

13 of 199

Pacific Advisors Balanced Fund;A

USD

12.5%

9.3

-6.1%

14 of 199

Wells Fargo Diversified Cap Bldr Fd;A

USD

12.4%

9.3

-5.8%

15 of 199

Federated MDT Balanced;Institutional

USD

12.2%

5.7

-2.8%

16 of 199

Boston Trust Asset Management Fund

USD

12.1%

7.4

-5.3%

17 of 199

Value Line Asset Allocation Fund;Investor

USD

12.0%

6.0

-3.1%

18 of 199

Larrainvial Estados Unidos F

USD

11.9%

7.7

-5.3%

19 of 199

Seilern Balanced EUR

USD

11.8%

8.5

-3.6%

20 of 199

Meeder Aggressive Allocation Fund;Retail

USD

11.7%

7.9

-4.7%

21 of 199

Villere Balanced Fund

USD

11.7%

7.5

-3.5%

22 of 199

Fidelity Asset Manager 85%

USD

11.6%

7.3

-4.7%

23 of 199

E-Valuator Growth RMS Fund;Service

USD

11.5%

7.4

-4.5%

24 of 199

Davis Appreciation & Income Fund;A

USD

11.5%

7.9

-5.7%

25 of 199

Transamerica Asset Allocation Long Horizon;R4

USD

11.4%

7.2

-4.7%

26 of 199

FBP Appreciation & Income Opportunities Fund

USD

11.4%

7.0

-4.5%

27 of 199

Fidelity Balanced Fund

USD

11.3%

6.0

-3.9%

28 of 199

Walden Asset Management Fund

USD

11.2%

6.8

-4.7%

29 of 199

Putnam Dynamic Asset Allocation Growth Fund;A

USD

11.0%

7.2

-5.4%

30 of 199

Goldman Sachs Equity Growth Strategy Port;Inst

USD

11.0%

8.7

-5.9%

31 of 199

MFS Growth Allocation Fund;A

USD

10.8%

5.9

-3.6%

32 of 199

Columbia Capital Allocation Aggressive Port;A

USD

10.7%

7.6

-5.3%

32 of 199

Hartford Growth Allocation Fund;A

USD

10.7%

6.8

-4.0%

34 of 199

State Farm Equity & Bond Fund;Premier

USD

10.6%

5.5

-3.5%

35 of 199

Ladenburg Aggressive Growth Fund;I

USD

10.6%

7.1

-4.8%

36 of 199

Sit Balanced Fund

USD

10.5%

5.6

-3.3%

37 of 199

TIAA-CREF Lifestyle Growth Fund;Retail

USD

10.5%

6.8

-4.6%

38 of 199

T Rowe Price Personal Strategy Growth Fund

USD

10.4%

6.6

-3.9%

39 of 199

Praxis Genesis Growth Portfolio;A

USD

10.3%

6.8

-4.4%

40 of 199

Calvert Aggressive Allocation Fund;A

USD

10.3%

7.1

-4.7%

41 of 199

BMO Growth Allocation Fund;R-6

USD

10.3%

6.9

-4.6%

42 of 199

American Funds Growth & Income Portfolio;A

USD

10.2%

7.0

-5.0%

43 of 199

Principal SAM Conservative Growth Portfolio;A

USD

10.2%

6.8

-4.7%

44 of 199

T Rowe Price Capital Appreciation Fund

USD

10.2%

5.4

-3.1%

45 of 199

InvestEd Growth Portfolio;A

USD

10.1%

6.4

-4.2%

46 of 199

BNY Mellon Asset Allocation Fund;M

USD

10.1%

5.9

-3.8%

47 of 199

Dreyfus Balanced Opportunity Fund;J

USD

10.1%

6.3

-4.5%

48 of 199

Tributary Balanced Fund;Institutional

USD

10.0%

5.6

-3.7%

49 of 199

American Century Strat Alloc Aggressive Fund;Inv

USD

10.0%

6.7

-4.3%

50 of 199

BlackRock Balanced Capital Fund;Institutional

USD

10.0%

5.3

-3.2%

51 of 199

American Century One Choice Port Aggressive;Inv

USD

10.0%

6.8

-4.3%

52 of 199

LKCM Balanced Fund;Institutional

USD

9.9%

5.9

-4.1%

53 of 199

Touchstone Balanced Fund;A

USD

9.9%

6.0

-4.4%

54 of 199

Hartford Balanced HLS Fd;IA

USD

9.6%

6.4

-5.0%

55 of 199

Thrivent Moderately Aggressive Alloc Fund;A

USD

9.6%

6.1

-4.2%

56 of 199

Franklin Growth Allocation Fund;A

USD

9.5%

6.4

-3.9%

56 of 199

American Funds American Balanced Fund;A

USD

9.5%

5.7

-4.3%

58 of 199

American Beacon Balanced Fund;Institutional

USD

9.5%

7.2

-5.2%

59 of 199

Fidelity Asset Manager 70%

USD

9.5%

6.0

-4.0%

60 of 199

Vanguard STAR Fund;Investor

USD

9.4%

5.5

-3.7%

61 of 199

PGIM Balanced Fund;Z

USD

9.4%

5.5

-4.0%

62 of 199

Ladenburg Growth Fund;I

USD

9.3%

6.2

-4.3%

63 of 199

Melville Douglas Global Growth USD Balanced A

USD

9.1%

7.4

-5.1%

63 of 199

Vanguard Wellington Fund;Investor

USD

9.1%

6.5

-4.6%

65 of 199

Calvert Balanced Fund;A

USD

9.1%

4.9

-3.4%

66 of 199

Eaton Vance Balanced Fund;A

USD

9.0%

5.1

-3.7%

67 of 199

John Hancock Balanced Fund;A

USD

9.0%

6.8

-5.3%

68 of 199

John Hancock Multi-Index Lifestyle Gro Port;1

USD

9.0%

6.6

-4.5%

68 of 199

Columbia Capital Allocation Moderate Aggr Port;I

USD

9.0%

6.3

-4.4%

70 of 199

Janus Henderson Global Allocation Fund - Growth;D

USD

9.0%

6.4

-3.6%

71 of 199

New Covenant Balanced Growth Fund

USD

9.0%

5.4

-4.0%

72 of 199

Emirates NBD SICAV-Em Active Mngd Fund A USD C

USD

8.9%

7.2

-5.5%

72 of 199

JPMorgan Investor Growth & Income Fund;A

USD

8.9%

6.1

-4.2%

74 of 199

GuideStone Growth Allocation Fund;Inv

USD

8.8%

6.7

-4.3%

75 of 199

John Hancock Multimanager Lifestyle Growth Port;1

USD

8.8%

6.5

-4.2%

76 of 199

SEI Moderate Strategy Allocation Fund;F

USD

8.8%

6.3

-4.3%

77 of 199

Dodge & Cox Balanced Fund

USD

8.7%

6.6

-4.8%

78 of 199

ARTICO SICAV - Artico Global Flagship USD

USD

8.7%

9.2

-8.5%

79 of 199

Hartford Checks and Balances Fund;A

USD

8.7%

5.6

-3.8%

79 of 199

QS Growth Fund;A

USD

8.7%

7.5

-5.1%

81 of 199

Hartford Balanced Fund;A

USD

8.6%

6.2

-5.1%

81 of 199

Ivy Balanced Fund;A

USD

8.6%

6.8

-4.4%

83 of 199

Madison Aggressive Allocation Fund;A

USD

8.6%

6.9

-4.9%

84 of 199

Pax Balanced Fund;Individual Investor

USD

8.5%

5.3

-3.7%

85 of 199

Two Oaks Diversified Growth and Income Fund;A

USD

8.5%

8.8

-6.1%

85 of 199

Franklin NextStep Growth Fund;A

USD

8.5%

6.6

-4.5%

87 of 199

Wells Fargo WealthBuilder Gro Alloc Fund;C

USD

8.5%

7.5

-5.7%

88 of 199

Russell Investments Glbl Defensive Eqty A USD Acc

USD

8.5%

7.8

-5.9%

89 of 199

Oppenheimer Active Allocation Fund;A

USD

8.5%

7.0

-4.8%

90 of 199

PGIM Moderate Allocation Fund;A

USD

8.5%

5.4

-3.7%

91 of 199

UBS (Lux) SS - Systematic Alloc Portf Dyn (USD) Pa

USD

8.4%

6.3

-4.8%

92 of 199

Platinum Global Managed USD Acc

USD

8.4%

8.9

-6.9%

93 of 199

MainStay Moderate Growth Allocation Fund;A

USD

8.4%

7.4

-5.6%

94 of 199

SA Worldwide Moderate Growth Fund;Select

USD

8.4%

6.5

-4.5%

95 of 199

CIBC U.S. Dollar Managed Growth Portfolio

USD

8.4%

4.7

-3.6%

96 of 199

James Aggressive Allocation Fund

USD

8.2%

7.5

-5.7%

97 of 199

Allied Dunbar Managed

USD

8.2%

7.2

-5.5%

98 of 199

Coutts Multi Asset Global Growth USD A Dist

USD

8.2%

7.7

-5.8%

99 of 199

Transamerica Multi-Managed Balanced;A

USD

8.1%

5.5

-4.6%

100 of 199

T Rowe Price Balanced Fund

USD

8.1%

5.4

-3.6%

101 of 199

RiverFront Asset Allocation Growth Fund;I

USD

8.1%

7.2

-5.1%

102 of 199

Wells Fargo Growth Balanced Fund;Adm

USD

8.0%

5.7

-3.9%

103 of 199

WesMark Balanced Fund

USD

8.0%

6.0

-5.1%

104 of 199

Barings Asia Balanced A USD Acc

USD

8.0%

6.8

-4.8%

105 of 199

American Century One Choice Port Moderate;Inv

USD

8.0%

5.6

-3.6%

105 of 199

AIG Multi-Asset Allocation Fund;A

USD

8.0%

5.8

-4.4%

107 of 199

Fidelity Asset Manager 60%

USD

7.9%

5.2

-3.5%

108 of 199

Transamerica Balanced II;R

USD

7.9%

5.5

-4.5%

109 of 199

SEI Aggressive Strategy Fund;F

USD

7.9%

6.3

-4.5%

110 of 199

Virtus Growth Allocation Strategy Fund;I

USD

7.9%

5.8

-4.0%

111 of 199

QS Moderate Growth Fund;A

USD

7.8%

6.3

-4.2%

112 of 199

T Rowe Global Allocation A Cap USD

USD

7.8%

4.9

-3.6%

113 of 199

Sylvan Bromfield Investments

USD

7.8%

10.3

-7.3%

114 of 199

American Funds Moderate Gro and Inc Ptf;A

USD

7.7%

5.5

-3.9%

114 of 199

USAA Cornerstone Aggressive Fund

USD

7.7%

6.5

-4.6%

114 of 199

Goldman Sachs Growth Strategy Portfolio;Inst

USD

7.7%

7.9

-6.4%

117 of 199

Berenberg Syst Approach - US Stockpicker Fd B

USD

7.7%

10.9

-10.0%

118 of 199

Sylvan Global Opportunities

USD

7.7%

10.5

-7.4%

119 of 199

Calvert Moderate Allocation Fund;A

USD

7.7%

5.2

-3.5%

120 of 199

BMO Balanced Allocation Fund;R-6

USD

7.6%

5.2

-3.6%

121 of 199

Nuveen Strategy Growth Allocation Fund;R3

USD

7.6%

6.2

-4.1%

122 of 199

Thornburg Investment Income Builder Class A

USD

7.5%

8.8

-5.7%

123 of 199

Invesco Growth Allocation Fund;A

USD

7.5%

6.1

-4.3%

124 of 199

HSBC Portfolios World Selection 5 AC USD

USD

7.4%

8.8

-6.6%

125 of 199

Principal SAM Balanced Portfolio;A

USD

7.4%

5.2

-3.8%

126 of 199

BlackRock 60/40 Target Allocation Fund;Inv A

USD

7.4%

5.3

-3.7%

126 of 199

Sterling Capital Strategic Alloc Growth Fund;Inst

USD

7.4%

6.7

-5.2%

128 of 199

Green Century Balanced Fund;Individual Investor

USD

7.3%

5.3

-3.6%

129 of 199

RiverFront Asset Allocation Growth & Income Fd;I

USD

7.3%

6.5

-4.7%

130 of 199

Invesco Equity & Income Fund;A

USD

7.1%

7.3

-5.6%

131 of 199

PIMCO Dividend & Income Fund;A

USD

7.0%

7.7

-6.0%

132 of 199

Capital Group New World (Lux) B USD Cap

USD

6.9%

8.6

-8.3%

133 of 199

Russell Investments Multi-Asset 90 A

USD

6.9%

8.0

-6.5%

134 of 199

Fidelity Funds-Gr China Mlt Asst Gr&Inc A ACC-USD

USD

6.9%

10.2

-8.1%

135 of 199

AMG Managers Montag & Caldwell Balanced Fund;N

USD

6.9%

6.0

-4.9%

136 of 199

Allianz Glb Dynamic Multi Asset Strategy 75 WT USD

USD

6.8%

8.4

-7.2%

137 of 199

MFS Meridian Funds-Prudent Capital A1 USD

USD

6.8%

3.4

-2.1%

138 of 199

UBS (Lux) Strategy Fd - Growth (USD) P-acc

USD

6.8%

5.7

-4.4%

139 of 199

JPMorgan Diversified Fund;L

USD

6.7%

6.2

-4.8%

140 of 199

Diversified Smoothed Growth Fund-USD Srs-B Class

USD

6.7%

5.5

-2.8%

141 of 199

Victory Strategic Allocation Fund;A

USD

6.7%

4.6

-3.2%

142 of 199

Columbia Balanced Fund;I

USD

6.6%

6.2

-5.4%

143 of 199

BOCHK Aggressive Growth Fund A

USD

6.5%

9.6

-8.2%

143 of 199

CS (Lux) Portfolio Fund Growth USD B

USD

6.5%

6.9

-5.4%

145 of 199

RBC Funds (Lux) Growth Portfolio O USD Cap

USD

6.5%

6.2

-4.9%

146 of 199

1789 Growth and Income Fund;C

USD

6.4%

6.5

-3.7%

147 of 199

Salient Adaptive Balanced Fund;Institutional

USD

6.4%

6.9

-5.2%

148 of 199

FAB Growth Allocation Fund

USD

6.4%

6.5

-4.8%

149 of 199

Transamerica Asset Allocation - Modt Growth Port;A

USD

6.3%

5.8

-4.0%

150 of 199

SEI Conservative Strategy Allocation Fund;F

USD

6.3%

5.5

-3.9%

151 of 199

Janus Henderson Adaptive Global Allocation Fund;N

USD

6.2%

7.3

-5.6%

151 of 199

CornerCap Balanced Fund

USD

6.2%

6.1

-4.5%

153 of 199

HSBC Portfolios World Selection 4 AC USD

USD

6.2%

8.1

-6.5%

154 of 199

Franklin Balanced Fund;A

USD

6.2%

5.3

-4.0%

154 of 199

Momentum GF-Harmony Pfs US Dollar Growth A

USD

6.2%

5.4

-3.8%

156 of 199

MainStay Balanced Fund;I

USD

6.0%

5.0

-3.8%

157 of 199

Touchstone Dynamic Global Allocation Fund;A

USD

6.0%

5.6

-3.8%

158 of 199

Wells Fargo WealthBuilder Gro Bal;C

USD

6.0%

5.9

-4.9%

159 of 199

AXA Balanced Fund A

USD

5.7%

9.1

-7.8%

160 of 199

Russell Investments Growth Strategy Fund;E

USD

5.6%

5.3

-3.4%

161 of 199

Lord Abbett Multi-Asset Growth Fund;A

USD

5.5%

6.3

-4.5%

162 of 199

Goldman Sachs Wealthbuilder MA Gth Pf Base Acc USD

USD

5.4%

6.8

-5.5%

163 of 199

CGWM Select Global Affinity A USD Acc

USD

5.4%

8.2

-6.7%

164 of 199

GAM Star Balanced C USD Acc

USD

5.3%

5.1

-3.4%

165 of 199

UBAM Multifunds Allocation 70 AC USD

USD

5.0%

6.2

-5.4%

166 of 199

Franklin NextStep Growth A (acc) USD

USD

5.0%

6.4

-5.6%

167 of 199

Russell Investments Multi-Asset 70 A

USD

4.7%

5.9

-5.2%

168 of 199

Davenport Balanced Income Fund

USD

4.5%

6.0

-5.6%

169 of 199

OM Compass Portfolio 4 A USD Acc

USD

4.5%

7.6

-7.0%

170 of 199

Scontinvest LU - Growth Portfolio USD

USD

4.4%

6.3

-5.1%

170 of 199

Franklin Founding Funds Alloc Fund;A

USD

4.4%

8.1

-6.4%

172 of 199

HSBC Portfolios World Selection 3 AC USD

USD

4.3%

5.8

-5.1%

173 of 199

Subfundusz Globalny Akcji

USD

4.2%

13.4

-15.1%

174 of 199

Manulife All weather Pfl-Growth Plus AA USD Acc

USD

3.9%

9.1

-9.5%

175 of 199

GuidePath Conservative Allocation Fund;Service

USD

3.9%

3.8

-3.0%

176 of 199

CGM Mutual Fund

USD

3.8%

12.1

-13.9%

177 of 199

Ashburton Global Strategy A Acc USD

USD

3.6%

4.7

-3.6%

178 of 199

Global New Mobility Fund (USD) B

USD

3.3%

13.3

-14.5%

179 of 199

American Funds Capital Income Builder;A

USD

3.3%

6.1

-5.4%

180 of 199

Scharf Balanced Opportunity Fund;Institutional

USD

3.2%

7.0

-5.4%

181 of 199

American Century Multi-Asset Income Fund;Inv

USD

3.0%

3.8

-3.0%

182 of 199

Berenberg Syst Approach - Stockpicker Protect Fd B

USD

3.0%

11.9

-12.9%

183 of 199

Franklin NextStep Dynamic Growth A (acc) USD

USD

2.9%

6.9

-7.4%

184 of 199

LGT GIM Growth (USD) B

USD

2.9%

4.7

-4.2%

185 of 199

Capital Group Gl Abs Inc Grower (LUX) B USD

USD

2.7%

6.4

-5.8%

186 of 199

Bridge Global Managed Growth A USD

USD

2.6%

7.7

-6.2%

187 of 199

MainStay Income Builder Fund;B

USD

2.6%

5.4

-5.0%

188 of 199

OM Compass Portfolio 3 A USD Acc

USD

2.4%

5.2

-5.2%

189 of 199

MACS Sicav Dedicated Sub-Fd 25 A C USD

USD

2.3%

3.2

-3.4%

190 of 199

IFR Equity or Cash Fund I

USD

2.2%

7.6

-6.6%

191 of 199

UTC North American Fund

USD

2.2%

8.0

-6.5%

192 of 199

Lion-OCBC Global Core (Growth) O-USD (Acc)

USD

1.9%

4.3

-4.0%

193 of 199

Coronation Global Managed A USD

USD

1.0%

7.7

-8.5%

194 of 199

Highland Total Return Fund;A

USD

0.4%

5.5

-5.3%

195 of 199

IFSL Tilney B Global Aggrv Growth Hgd Clean Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.0%

0.0

0.0%

196 of 199

Fond i Fond Avanza 50

USD

-0.2%

8.6

-9.9%

197 of 199

Sword Dynamic Fund A Cap

USD

-0.8%

9.1

-8.9%

198 of 199

PSI Strategic Growth Fund;A

USD

-6.1%

14.9

-19.4%

199 of 199

Blackthorn Investment Fund

USD

-8.8%

16.3

-8.8%

Funds with less than 12 months history are below. View 1 month performance

Crawford Multi-Asset Income Fund

Expert Investor II SICAV-SIF - USD J Growth A USD

InvestEd Aggressive Portfolio

PGIM 60/40 Allocation Fund;R6

Rasmala Nujoom Aggressive Fund Accumulation Shares Class Cap

Upright Assets Allocation Plus Fund

Vanguard Global Wellington Fund;Admiral


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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