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Money managers react to US midterm election

Money managers react to US midterm election

Tuesday’s US midterm elections shifted US Congress to split control. Money managers discuss how this changes the outlook for the US economy

Funds & Fund Managers

All calculations in USD
over :
 Average Total Return : -1.3% (31 October 2017 - 31 October 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 209

Madison Dividend Income Fund;Y

USD

7.4%

10.0

-7.0%

2 of 209

AMG Managers Montag & Caldwell Balanced Fund;N

USD

7.2%

6.1

-4.9%

3 of 209

Value Line Asset Allocation Fund;Investor

USD

7.0%

9.0

-5.5%

4 of 209

Wisconsin Plumb Balanced Fund

USD

6.6%

11.8

-8.0%

5 of 209

PIMCO GIS StocksPLUS Inst USD Acc

USD

6.5%

12.4

-7.0%

6 of 209

Boston Trust Asset Management Fund

USD

6.5%

9.4

-5.3%

7 of 209

Walden Asset Management Fund

USD

5.9%

8.6

-4.7%

8 of 209

FBP Appreciation & Income Opportunities Fund

USD

5.7%

8.6

-4.8%

9 of 209

Sector Rotation Fund;No Load

USD

5.4%

14.9

-9.0%

10 of 209

T Rowe Price Capital Appreciation Fund

USD

5.1%

7.5

-4.1%

11 of 209

Touchstone Balanced Fund;A

USD

4.8%

7.6

-4.4%

12 of 209

1919 Socially Responsive Balanced Fund;B

USD

4.6%

9.5

-6.0%

13 of 209

Tributary Balanced Fund;Institutional

USD

4.5%

7.9

-4.7%

14 of 209

LKCM Balanced Fund;Institutional

USD

4.4%

8.3

-4.9%

15 of 209

Dreyfus Balanced Opportunity Fund;J

USD

4.3%

8.9

-5.3%

16 of 209

Scharf Multi-Asset Opportunity Fund;Institutional

USD

4.2%

7.5

-5.4%

17 of 209

SEI Conservative Strategy Allocation Fund;F

USD

4.1%

6.6

-3.9%

18 of 209

Sura Acciones Norteamericanas FMIV en Dolares

USD

4.1%

12.2

-7.6%

19 of 209

Federated MDT Balanced;Institutional

USD

4.0%

9.0

-6.0%

20 of 209

Pacific Advisors Balanced Fund;A

USD

3.8%

11.9

-8.4%

21 of 209

State Farm Equity & Bond Fund;Premier

USD

3.8%

7.5

-4.4%

21 of 209

SEI Moderate Strategy Allocation Fund;F

USD

3.8%

8.1

-4.4%

23 of 209

Calvert Balanced Fund;A

USD

3.7%

7.3

-4.5%

23 of 209

Dodge & Cox Balanced Fund

USD

3.7%

7.5

-4.8%

25 of 209

Eaton Vance Balanced Fund;A

USD

3.5%

7.3

-4.3%

26 of 209

PGIM 60/40 Allocation Fund;R6

USD

3.5%

8.0

-4.9%

27 of 209

Fidelity Balanced Fund

USD

3.4%

9.1

-5.9%

28 of 209

Platinum Global Managed USD Acc

USD

3.4%

10.7

-6.9%

29 of 209

Ivy Balanced Fund;A

USD

3.3%

8.8

-5.3%

30 of 209

Fidelity Puritan Fund

USD

3.2%

10.0

-6.6%

31 of 209

Larrainvial Estados Unidos F

USD

3.2%

11.7

-7.5%

32 of 209

BlackRock Balanced Capital Fund;Institutional

USD

3.1%

8.0

-5.2%

33 of 209

John Hancock Balanced Fund;A

USD

2.9%

8.7

-5.3%

34 of 209

American Funds American Balanced Fund;A

USD

2.8%

7.3

-4.3%

34 of 209

FundX Aggressive Upgrader Fund

USD

2.8%

15.7

-10.2%

36 of 209

Sit Balanced Fund

USD

2.7%

8.2

-5.3%

36 of 209

New Covenant Balanced Growth Fund

USD

2.7%

7.7

-4.8%

38 of 209

Vanguard Wellington Fund;Investor

USD

2.6%

7.8

-4.6%

39 of 209

Villere Balanced Fund

USD

2.4%

11.4

-9.8%

40 of 209

Green Century Balanced Fund;Individual Investor

USD

2.4%

7.4

-4.5%

41 of 209

Hartford Checks and Balances Fund;A

USD

2.2%

7.9

-5.0%

42 of 209

MFS Meridian Funds-Prudent Capital A1 USD

USD

2.1%

5.3

-4.0%

43 of 209

WARBURG - MULTI-SMART-BETA AKTIEN USA R

USD

2.1%

11.6

-7.1%

44 of 209

Transamerica Multi-Managed Balanced;A

USD

2.1%

8.0

-5.0%

45 of 209

Hartford Balanced HLS Fd;IA

USD

2.0%

8.8

-5.5%

46 of 209

PGIM Balanced Fund;Z

USD

1.9%

8.1

-5.3%

47 of 209

Transamerica Balanced II;R

USD

1.9%

8.1

-5.1%

48 of 209

1789 Growth and Income Fund;C

USD

1.8%

8.4

-5.7%

49 of 209

Hartford Balanced Fund;A

USD

1.8%

8.5

-5.2%

50 of 209

Columbia Balanced Fund;I

USD

1.6%

8.3

-5.4%

51 of 209

Thrivent Moderately Aggressive Alloc Fund;A

USD

1.4%

8.9

-5.9%

52 of 209

Schwab MarketTrack Growth Portfolio;Inv

USD

1.3%

9.6

-6.6%

53 of 209

MFS Growth Allocation Fund;A

USD

1.2%

9.3

-6.5%

54 of 209

Pax Balanced Fund;Individual Investor

USD

1.1%

8.1

-5.5%

55 of 209

SEI Tax-Managed Aggressive Strategy Fund;F

USD

1.1%

11.3

-7.7%

55 of 209

SEI Core Market Strategy Allocation Fund;F

USD

1.1%

11.4

-7.7%

57 of 209

SEI Market Growth Strategy Allocation Fund;F

USD

1.1%

11.4

-7.7%

58 of 209

Seilern Balanced EUR

USD

1.1%

12.6

-9.4%

59 of 209

Franklin Growth Allocation Fund;A

USD

1.0%

9.5

-6.4%

60 of 209

Praxis Genesis Growth Portfolio;A

USD

0.9%

9.7

-6.8%

61 of 209

Franklin Balanced Fund;A

USD

0.9%

5.6

-4.0%

62 of 209

Calvert Moderate Allocation Fund;A

USD

0.9%

7.8

-5.2%

63 of 209

American Beacon Balanced Fund;Institutional

USD

0.8%

8.9

-5.3%

64 of 209

BMO Growth Allocation Fund;R-6

USD

0.8%

9.8

-6.6%

65 of 209

Transamerica Asset Allocation Long Horizon;R4

USD

0.7%

11.3

-8.1%

65 of 209

Crawford Multi-Asset Income Fund

USD

0.7%

4.4

-3.7%

67 of 209

MainStay Balanced Fund;I

USD

0.7%

7.3

-4.9%

68 of 209

Two Oaks Diversified Growth and Income Fund;A

USD

0.7%

10.7

-6.8%

69 of 209

BNY Mellon Asset Allocation Fund;M

USD

0.6%

9.5

-7.1%

70 of 209

American Funds Growth & Income Portfolio;A

USD

0.6%

9.7

-6.7%

71 of 209

Vanguard STAR Fund;Investor

USD

0.5%

8.4

-5.9%

71 of 209

Calvert Aggressive Allocation Fund;A

USD

0.5%

10.8

-7.3%

73 of 209

WesMark Balanced Fund

USD

0.5%

7.6

-5.1%

74 of 209

InvestEd Aggressive Portfolio

USD

0.5%

11.0

-7.2%

75 of 209

JPMorgan Investor Growth & Income Fund;A

USD

0.4%

8.8

-5.9%

76 of 209

InvestEd Growth Portfolio

USD

0.4%

9.2

-6.2%

77 of 209

Putnam Dynamic Asset Allocation Growth Fund;A

USD

0.3%

10.5

-7.0%

77 of 209

Davis Appreciation & Income Fund;A

USD

0.3%

10.4

-6.9%

77 of 209

Melville Douglas Global Growth USD Balanced A

USD

0.3%

9.1

-6.7%

80 of 209

Hartford Growth Allocation Fund;A

USD

0.3%

9.7

-6.6%

81 of 209

Columbia Capital Allocation Moderate Aggr Port;I

USD

0.3%

9.2

-6.2%

82 of 209

Ladenburg Aggressive Growth Fund;I

USD

0.2%

11.0

-7.8%

83 of 209

Vanguard Global Wellington Fund;Admiral

USD

0.2%

7.9

-4.8%

84 of 209

Principal SAM Conservative Growth Portfolio;A

USD

0.1%

9.5

-6.4%

85 of 209

Columbia Capital Allocation Aggressive Port;A

USD

0.1%

11.0

-7.8%

86 of 209

Vanguard LifeStrategy Growth Fund;Investor

USD

0.1%

9.5

-6.6%

87 of 209

T Rowe Global Allocation A Cap USD

USD

0.1%

6.6

-4.7%

88 of 209

Thornburg Investment Income Builder A USD Acc

USD

0.1%

10.3

-5.9%

89 of 209

Madison Aggressive Allocation Fund;A

USD

0.1%

8.8

-6.5%

90 of 209

Wells Fargo Growth Balanced Fund;Adm

USD

0.1%

8.3

-5.5%

91 of 209

Ladenburg Growth Fund;I

USD

0.0%

9.8

-7.0%

92 of 209

IFSL Tilney B Global Aggrv Growth Hgd Clean Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.0%

0.0

0.0%

93 of 209

T Rowe Price Balanced Fund

USD

0.0%

7.7

-5.4%

94 of 209

BlackRock 60/40 Target Allocation Fund;Inv A

USD

-0.1%

7.9

-5.5%

95 of 209

Vanguard LifeStrategy Moderate Growth Fund;Inv

USD

-0.1%

7.2

-5.0%

96 of 209

Invesco Equity & Income Fund;A

USD

-0.1%

8.8

-6.6%

97 of 209

Fidelity Asset Manager 85%

USD

-0.1%

11.3

-7.9%

98 of 209

John Hancock Multi-Index Lifestyle Gro Port;1

USD

-0.2%

9.4

-6.4%

99 of 209

T Rowe Price Personal Strategy Growth Fund

USD

-0.2%

9.4

-6.9%

100 of 209

Principal SAM Balanced Portfolio;A

USD

-0.2%

7.3

-5.1%

101 of 209

E-Valuator Growth RMS Fund;Service

USD

-0.2%

11.8

-8.7%

102 of 209

American Funds Moderate Gro and Inc Ptf;A

USD

-0.3%

7.7

-5.9%

103 of 209

MACS Sicav Dedicated Sub-Fd 25 A C USD

USD

-0.3%

3.0

-3.4%

104 of 209

Fidelity Asset Manager 70%

USD

-0.3%

9.4

-6.7%

104 of 209

QS Moderate Growth Fund;A

USD

-0.3%

8.8

-6.6%

106 of 209

AIG Multi-Asset Allocation Fund;A

USD

-0.3%

8.1

-6.3%

107 of 209

SA Worldwide Moderate Growth Fund;Select

USD

-0.3%

8.7

-6.7%

108 of 209

American Century Strat Alloc Aggressive Fund;Inv

USD

-0.4%

10.0

-7.2%

109 of 209

Franklin NextStep Growth Fund;A

USD

-0.4%

9.1

-6.8%

110 of 209

Wells Fargo Diversified Cap Bldr Fd;A

USD

-0.5%

13.3

-9.2%

111 of 209

Fidelity Asset Manager 60%

USD

-0.5%

8.1

-5.9%

112 of 209

American Century One Choice Port Aggressive;Inv

USD

-0.6%

10.1

-7.5%

113 of 209

Wells Fargo WealthBuilder Gro Alloc Fund;C

USD

-0.7%

10.3

-7.4%

114 of 209

American Century One Choice Port Moderate;Inv

USD

-0.7%

8.4

-6.3%

115 of 209

CornerCap Balanced Fund

USD

-0.7%

7.2

-6.1%

116 of 209

PGIM Moderate Allocation Fund;A

USD

-0.8%

8.0

-6.4%

117 of 209

Nationwide Inv Destinations Modt Aggr Fund;Svc

USD

-0.9%

9.9

-7.4%

118 of 209

Sterling Capital Strategic Alloc Growth Fund;Inst

USD

-1.0%

8.8

-7.8%

119 of 209

QS Growth Fund;A

USD

-1.0%

10.3

-8.2%

120 of 209

E-Valuator Aggressive Growth RMS Fund;Service

USD

-1.1%

13.2

-10.3%

120 of 209

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

USD

-1.1%

8.6

-6.2%

122 of 209

TIAA-CREF Lifestyle Growth Fund;Retail

USD

-1.1%

10.4

-7.9%

123 of 209

Berenberg Syst Approach - US Stockpicker Fd B

USD

-1.2%

12.6

-10.0%

124 of 209

Wells Fargo WealthBuilder Gro Bal;C

USD

-1.3%

8.2

-6.3%

125 of 209

Virtus Growth Allocation Strategy Fund;I

USD

-1.3%

8.8

-6.9%

126 of 209

John Hancock Multimanager Lifestyle Growth Port;1

USD

-1.3%

9.7

-7.6%

126 of 209

Coutts Multi Asset Global Growth USD A Dist

USD

-1.3%

10.2

-7.8%

128 of 209

GuideStone Growth Allocation Fund;Inv

USD

-1.4%

9.9

-7.9%

128 of 209

Davenport Balanced Income Fund

USD

-1.4%

7.4

-5.6%

130 of 209

American Century Multi-Asset Income Fund;Inv

USD

-1.4%

5.0

-3.4%

131 of 209

Nationwide Inv Destinations Aggressive Fund;Svc

USD

-1.5%

11.4

-8.8%

132 of 209

UTC North American Fund

USD

-1.6%

10.3

-7.0%

132 of 209

Franklin Founding Funds Alloc Fund;A

USD

-1.6%

9.4

-7.2%

134 of 209

Invesco Growth Allocation Fund;A

USD

-1.7%

8.8

-7.2%

135 of 209

GuidePath Conservative Allocation Fund;Service

USD

-1.8%

5.6

-4.6%

136 of 209

PIMCO Dividend & Income Fund;A

USD

-1.8%

9.0

-8.1%

137 of 209

Janus Henderson Adaptive Global Allocation Fund;N

USD

-1.8%

8.8

-8.2%

138 of 209

Rasmala Nujoom Aggressive Fund Accumulation Shares Class Cap

USD

-1.9%

7.7

-5.9%

139 of 209

Ashburton Global Strategy A Acc USD

USD

-1.9%

6.6

-6.0%

140 of 209

CIBC U.S. Dollar Managed Growth Portfolio A

USD

-1.9%

7.9

-6.5%

141 of 209

Janus Henderson Global Allocation Fund - Growth;D

USD

-2.0%

9.4

-8.1%

142 of 209

Transamerica Asset Allocation - Modt Growth Port;A

USD

-2.0%

8.6

-7.8%

143 of 209

Meeder Aggressive Allocation Fund;Retail

USD

-2.1%

12.4

-9.8%

144 of 209

JPMorgan Diversified Fund;L

USD

-2.1%

8.3

-7.6%

145 of 209

USAA Cornerstone Aggressive Fund

USD

-2.2%

9.3

-8.4%

146 of 209

Lord Abbett Multi-Asset Growth Fund;A

USD

-2.2%

9.9

-7.4%

147 of 209

Russell Investments Glbl Defensive Eqty A USD Acc

USD

-2.3%

10.4

-9.0%

148 of 209

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

USD

-2.3%

7.9

-6.8%

149 of 209

Oppenheimer Active Allocation Fund;A

USD

-2.3%

10.2

-8.9%

150 of 209

CS (Lux) Portfolio Fund Growth USD B

USD

-2.5%

9.2

-8.6%

150 of 209

Janus H Glo Adapt Capital Apprec I$acc

USD

-2.5%

9.2

-9.5%

152 of 209

Bridge Global Managed Growth A USD

USD

-2.6%

8.2

-6.2%

153 of 209

Victory Strategic Allocation Fund;A

USD

-2.6%

7.5

-7.1%

154 of 209

Momentum GF-Harmony Pfs US Dollar Growth A

USD

-2.6%

8.4

-8.2%

155 of 209

MainStay Moderate Growth Allocation Fund;A

USD

-2.8%

10.4

-9.2%

156 of 209

Russell Investments Growth Strategy Fund;E

USD

-2.8%

7.2

-6.9%

157 of 209

SEI Aggressive Strategy Fund;F

USD

-3.0%

9.1

-8.9%

158 of 209

James Aggressive Allocation Fund

USD

-3.0%

9.9

-9.5%

159 of 209

Allied Dunbar Managed

USD

-3.1%

10.8

-10.1%

159 of 209

Highland Total Return Fund;A

USD

-3.1%

7.2

-5.9%

161 of 209

Goldman Sachs Equity Growth Strategy Port;Inst

USD

-3.1%

12.3

-11.4%

162 of 209

American Funds Capital Income Builder;A

USD

-3.2%

7.3

-7.7%

163 of 209

HSBC Portfolios World Selection 5 AC USD

USD

-3.2%

11.4

-10.8%

164 of 209

HSBC Portfolios World Selection 3 AC USD

USD

-3.2%

7.5

-8.2%

165 of 209

MainStay Income Builder Fund;B

USD

-3.2%

6.3

-5.3%

166 of 209

RBC Funds (Lux) Growth Portfolio O USD Cap

USD

-3.2%

8.9

-8.7%

166 of 209

Franklin NextStep Growth A (acc) USD

USD

-3.2%

8.9

-8.7%

168 of 209

Emirates NBD SICAV-Em Active Mngd Fund A USD C

USD

-3.3%

10.2

-9.4%

169 of 209

Touchstone Dynamic Global Allocation Fund;A

USD

-3.3%

8.4

-8.8%

170 of 209

HSBC Portfolios World Selection 4 AC USD

USD

-3.6%

10.4

-10.6%

171 of 209

UBAM Multifunds Allocation 70 AC USD

USD

-3.7%

8.8

-9.4%

172 of 209

LGT GIM Growth (USD) B

USD

-3.7%

6.4

-7.4%

173 of 209

CGM Mutual Fund

USD

-3.8%

12.8

-13.9%

174 of 209

Nuveen Strategy Growth Allocation Fund;R3

USD

-3.8%

10.1

-9.8%

175 of 209

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

USD

-3.9%

5.5

-6.2%

176 of 209

FAB Growth Allocation Fund

USD

-3.9%

9.1

-8.4%

177 of 209

RiverFront Asset Allocation Growth & Income Fd;I

USD

-3.9%

9.5

-9.6%

178 of 209

Goldman Sachs Growth Strategy Portfolio;Inst

USD

-4.0%

10.7

-11.1%

179 of 209

Goldman Sachs Wealthbuilder MA Gth Pf Base Acc USD

USD

-4.1%

9.2

-9.7%

180 of 209

Russell Investments Multi-Asset 70 A

USD

-4.4%

8.3

-9.3%

181 of 209

Navigator Equity Hedged Fund;I

USD

-4.6%

10.0

-9.9%

182 of 209

Russell Investments Multi-Asset 90 A

USD

-4.7%

11.1

-11.3%

183 of 209

RiverFront Asset Allocation Growth Fund;I

USD

-4.7%

10.7

-10.9%

184 of 209

Allianz Glb Dynamic Multi Asset Strategy 75 WT USD

USD

-4.8%

11.8

-10.5%

185 of 209

Coronation Global Managed A USD

USD

-4.9%

8.6

-10.3%

186 of 209

GAM Star Balanced C USD Acc

USD

-5.0%

7.3

-6.9%

187 of 209

Barings Asia Balanced A USD Acc

USD

-5.0%

9.8

-11.5%

188 of 209

Berenberg Syst Approach - Stockpicker Protect Fd B

USD

-5.1%

13.3

-12.9%

189 of 209

Scontinvest LU - Growth Portfolio USD

USD

-5.3%

9.2

-9.6%

190 of 209

CGWM Affinity A USD Acc

USD

-5.4%

11.2

-11.1%

191 of 209

OM Compass Portfolio 4 A USD Acc

USD

-5.4%

9.9

-11.4%

192 of 209

Fond i Fond Avanza 50

USD

-6.2%

10.4

-12.8%

193 of 209

Sylvan Bromfield Investments

USD

-6.6%

14.7

-14.7%

194 of 209

Sylvan Global Opportunities

USD

-6.8%

15.0

-14.9%

195 of 209

BOCHK Aggressive Growth Fund A

USD

-7.0%

12.6

-15.3%

196 of 209

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

USD

-7.9%

11.7

-16.0%

197 of 209

IFR Equity or Cash Fund I

USD

-8.0%

12.7

-11.7%

198 of 209

AXA Balanced Fund A

USD

-8.1%

11.5

-15.2%

199 of 209

Franklin NextStep Dynamic Growth A (acc) USD

USD

-8.1%

9.9

-13.8%

200 of 209

ARTICO SICAV - Artico Global Flagship USD

USD

-8.6%

13.1

-17.8%

201 of 209

Blackthorn Investment Fund

USD

-8.8%

16.3

-8.8%

202 of 209

BBVA Agresivo FMIV

USD

-9.3%

12.4

-12.8%

203 of 209

Capital Group New World (Lux) B USD

USD

-10.2%

11.4

-17.1%

204 of 209

Manulife All weather Pfl-Growth Plus AA USD Acc

USD

-10.3%

12.5

-17.1%

205 of 209

The Guardian Sicav Mistral Value Fund A Cap

USD

-11.3%

12.7

-15.3%

206 of 209

PSI Strategic Growth Fund;A

USD

-11.6%

16.3

-19.4%

207 of 209

Subfundusz Globalny Akcji

USD

-12.7%

17.5

-22.3%

208 of 209

Global New Mobility Fund (USD) B

USD

-22.1%

14.2

-28.4%

209 of 209

Upright Assets Allocation Plus Fund

USD

-23.0%

17.4

-26.3%

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

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

SWC (LU) PF Responsible Ambition (USD) AT

SWC (LU) PF Responsible Focus (USD) AT


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Oclaner launches new AMC targeting HNWIs

The OAM Uranium Opportunity Certificate is targeted at investors who are interested in the massive upside potential of investing in uranium

ChinaAMC, Mackenzie launch global balanced fund in HK

The new fund invests globally in income-oriented equities and fixed income securities

AllianzGI to scrap income fund in Singapore

The fund’s strategy will continue under the Luxembourg-domiciled Allianz SGD Income

JP Morgan merges away four funds in rationalisation push

The asset manager is merging away its emerging markets, China and Singapore funds owing to limited growth

Chinese AM Harvest adopts data analytics platform

Harvest Fund will employ Bloomberg’s multi-asset analytical tools and trading technologies to strengthen its equity and bond investment research capabilities