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Funds Centre

Performances as at: 15/08/2008

Data provided by:

Morningstar

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North America Region

North America Region
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Buy Fund4 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Aberdeen American Grth A Acc 2 stars Not rated   1.5 -11.69 2 -2.24 1 Performance Details for Aberdeen American Grth A Acc
ABN AMRO US Equity Growth A USD 3 stars Not rated   1.5 1.62 1 2.88 1 Performance Details for ABN AMRO US Equity Growth A USD
AEGON American Equity A 3 stars Not rated   1.25 -17.02 3 -10.41 3 Performance Details for AEGON American Equity A
Allianz RCM US Equity A USD 3 stars Not rated   1.5 -10.97 1 -1.36 1 Performance Details for Allianz RCM US Equity A USD
Allied Dunbar N American Gth Not rated Not rated   1.5 -14.87 3 -8.62 3 Performance Details for Allied Dunbar N American Gth
Aviva Investors Amer Eq A 2 stars Not rated   1.5 -20.53 4 -18.84 4 Performance Details for Aviva Investors Amer Eq A
AXA American Growth R 3 stars Not rated   1.5 -12.99 2 -4.25 2 Performance Details for AXA American Growth R
AXA Framlington American Gth Inc 4 stars Not rated   1.5 -11.85 2 -2.85 2 Performance Details for AXA Framlington American Gth Inc
Baillie Gifford Amer A Acc 5 stars Not rated   1.5 -3.98 1 2.04 1 Performance Details for Baillie Gifford Amer A Acc
Barclays (Lux) N Amer Eqty 2 stars Not rated   1.25 -20.23 4 -16.15 4 Performance Details for Barclays (Lux) N Amer Eqty
Baring North America Fund USD 4 stars Not rated   1.25 -6.92 1 -0.36 1 Performance Details for Baring North America Fund USD
BlackRock QIS1 N American Eq Trk Not rated Not rated   0.2 -12.32 2 0.24 1 Performance Details for BlackRock QIS1 N American Eq Trk
BlackRock US Dynamic A Inc 2 stars Not rated   1.5 -17.61 4 -9.14 3 Performance Details for BlackRock US Dynamic A Inc
BlackRock US Opportunities A Inc 4 stars Not rated   1.5 -8.82 2 5.38 2 Performance Details for BlackRock US Opportunities A Inc
BNY Mellon US Equity A USD 2 stars Not rated   2 -18.57 4 -14.28 4 Performance Details for BNY Mellon US Equity A USD
CF Canlife North American 3 stars Not rated   1.5 -8.2 1 -5.59 2 Performance Details for CF Canlife North American
CF Lord Abbett US Affiliated D 3 stars Not rated   1.75 -19.1 4 -11.41 4 Performance Details for CF Lord Abbett US Affiliated D
CF US Accelerator Index USD Not rated Not rated   1         Performance Details for CF US Accelerator Index USD
Coutts Nth American Equity S1 3 stars Not rated   1.2 -15.63 3 -10.32 3 Performance Details for Coutts Nth American Equity S1
Credit Suisse US Sy Alpha Eq Rtl 3 stars Not rated   1.25 -16.01 3 -11.25 4 Performance Details for Credit Suisse US Sy Alpha Eq Rtl
F&C North American SC1 Acc 2 stars Not rated   1.5 -16.56 3 -8.64 3 Performance Details for F&C North American SC1 Acc
Fidelity American 4 stars Not rated   1.5 -16.34 3 -6.22 2 Performance Details for Fidelity American
Fidelity American Special Sits 3 stars Not rated   1.5 -11.37 2 -1.57 1 Performance Details for Fidelity American Special Sits
Franklin Mutual Shares A Inc 3 stars Not rated   1.5 -23.06 4 -5.6 2 Performance Details for Franklin Mutual Shares A Inc
Franklin US Equity A Acc 2 stars Not rated   1.5 -14.93 3 -11.02 4 Performance Details for Franklin US Equity A Acc
GAM North American Gth Inc 3 stars Not rated   1.5 -9.46 1 -8.5 3 Performance Details for GAM North American Gth Inc
Gartmore US Growth Rtl Acc 5 stars Not rated   1.5 -6.6 1 6.29 1 Performance Details for Gartmore US Growth Rtl Acc
Halifax North American C Inc 3 stars Not rated   1.5 -15.14 3 -9.1 3 Performance Details for Halifax North American C Inc
Henderson Exmpt Nth Am Enhc Eq Z Not rated Not rated   0.75 -13.43 2     Performance Details for Henderson Exmpt Nth Am Enhc Eq Z
Henderson Nth Amer Enhc Eq I Not rated Not rated   0.75 -12.24 2     Performance Details for Henderson Nth Amer Enhc Eq I
HSBC American Growth Inc 2 stars Not rated Buy HSBC American Growth Inc 1.5 -16.26 3 -7.54 3 Performance Details for HSBC American Growth Inc
HSBC GIF US Equity PD USD 3 stars Not rated   1 -11.9 2 -3.05 2 Performance Details for HSBC GIF US Equity PD USD
Invesco US Equity A 1 stars Not rated   1.5 -18.69 4 -16.56 4 Performance Details for Invesco US Equity A
Invesco US Growth Equity A 2 stars Not rated   1.5 -14.7 3 -8.89 3 Performance Details for Invesco US Growth Equity A
IP US Equity Acc 1 stars Not rated   1.5 -24.37 4 -23.53 4 Performance Details for IP US Equity Acc
IP US Equity Bench + Acc Not rated Not rated   1.25 -15.48 3     Performance Details for IP US Equity Bench + Acc
iShares MSCI North America USD Not rated Not rated   0.4 -12.1 2     Performance Details for iShares MSCI North America USD
JOHCM US Opport USD Ret Not rated Not rated   1.25 3.98 1     Performance Details for JOHCM US Opport USD Ret
JPM US Select I Acc 3 stars Not rated   0.6 -17.08 3 -7.58 3 Performance Details for JPM US Select I Acc
JPM US Smaller Cos A Acc 2 stars Not rated   1.5 -16.52 3 -5.54 2 Performance Details for JPM US Smaller Cos A Acc
Jupiter Nrth American Income Inc 4 stars Not rated   1.5 -6.94 1 4.28 1 Performance Details for Jupiter Nrth American Income Inc
L&G (Ba) MM US Alpha A Inc 2 Not rated Not rated   1.25 -22.13 4     Performance Details for L&G (Ba) MM US Alpha A Inc 2
L&G North American E Inc 4 stars Not rated   1.5 -11.23 2 -4.21 2 Performance Details for L&G North American E Inc
Lazard North American Equity 2 stars Not rated   1.5 -18.36 4 -9.72 3 Performance Details for Lazard North American Equity
Lincoln North America Trust Inc 3 stars Not rated   1.5 -16.99 3 -10.89 4 Performance Details for Lincoln North America Trust Inc
Lloyds TSB IP North America Eq 3 stars Not rated   2 -14.87 3 -12.92 4 Performance Details for Lloyds TSB IP North America Eq
Lloyds TSB OF North American 2 stars Not rated   1.5 -16.14 3 -11.77 4 Performance Details for Lloyds TSB OF North American
Loomis Sayles Multisect Inc ID $ 5 stars Not rated   1 4.23 2 2.1 2 Performance Details for Loomis Sayles Multisect Inc ID $
LV= US Growth I Acc 3 stars Not rated   0.4 -19.29 4 -10 3 Performance Details for LV= US Growth I Acc
M&G American A Inc 4 stars Not rated   1.5 -17.19 3 2.8 1 Performance Details for M&G American A Inc
M&G Nth American Val A Inc Not rated Not rated   1.5 -32.03 4 -22.81 4 Performance Details for M&G Nth American Val A Inc
Manulife GF American Gth 2 stars Not rated   1.5 -18.09 4 -12.62 4 Performance Details for Manulife GF American Gth
Martin Currie North America A 5 stars Not rated Buy Martin Currie North America A 1.5 -6.79 1 13.32 1 Performance Details for Martin Currie North America A
Martin Currie Nth Am Alpha A Not rated Not rated   1.5         Performance Details for Martin Currie Nth Am Alpha A
Melchior Nth Am Opps £ A Acc 3 stars Not rated   2.15 -12.81 2 1.47 1 Performance Details for Melchior Nth Am Opps £ A Acc
NatWest IF Nth American S2 3 stars Not rated   0.8 -16.45 3 -9.4 3 Performance Details for NatWest IF Nth American S2
Neptune US Opportunities A Acc 4 stars Not rated   1.6 -5.18 1 18.66 1 Performance Details for Neptune US Opportunities A Acc
New Star GF North Amer USD Inc 1 stars Not rated   1.5 -29.44 4 -27.01 4 Performance Details for New Star GF North Amer USD Inc
Newton American Inc 4 stars Not rated   1.5 -6.31 1 2.35 1 Performance Details for Newton American Inc
Nordea-1 North Amer Gr BP Acc 2 stars Not rated   1.5 -15.63 3 -13.92 4 Performance Details for Nordea-1 North Amer Gr BP Acc
Old Mutual Nth Amer Eq Acc 3 stars Not rated   1.5 -19.78 4 -5.56 2 Performance Details for Old Mutual Nth Amer Eq Acc
Pru North American Inc 2 stars Not rated   1.5 -23.98 4 -17.17 4 Performance Details for Pru North American Inc
PSigma American Growth R Acc Not rated Not rated   1.5         Performance Details for PSigma American Growth R Acc
Quadrant N American Equity 5 stars Not rated   2 -15.58 3 -5.62 2 Performance Details for Quadrant N American Equity
RBS IF Nth American Eqty S6 GBP 3 stars Not rated   0.8 -16.48 3 -9.45 3 Performance Details for RBS IF Nth American Eqty S6 GBP
Resolution American Growth Inc 4 stars Not rated   1.5 -8.23 1 -0.59 1 Performance Details for Resolution American Growth Inc
Robeco 130/30 North Am. Eq D 3 stars Not rated   1 -11.18 2 -2.45 2 Performance Details for Robeco 130/30 North Am. Eq D
S&W North American Trust 5 stars Not rated   1.5 -12.29 2 -0.54 1 Performance Details for S&W North American Trust
Schroder ISF North Am Sig A Acc 3 stars Not rated   1.25 -13.85 2 -8.65 3 Performance Details for Schroder ISF North Am Sig A Acc
Schroder US Quant Core Eq I Inc 3 stars Not rated   0.3 -12.47 2 -2.3 2 Performance Details for Schroder US Quant Core Eq I Inc
Schroder US Sml & Mid Cap Acc 4 stars Not rated   1.5 -5.49 1 13.66 1 Performance Details for Schroder US Sml & Mid Cap Acc
Scottish Mutual N American Acc 4 stars Not rated   1 -9.37 1 5.47 1 Performance Details for Scottish Mutual N American Acc
SG American Growth Profs Acc 3 stars Not rated   0.75 -10.31 1 -3.6 2 Performance Details for SG American Growth Profs Acc
Singer & Fried American Gth 3 stars Not rated   1.5 -11.33 2 -7.69 3 Performance Details for Singer & Fried American Gth
Skandia IM SF American 3 stars Not rated   1.5 -10.02 1 -5.57 2 Performance Details for Skandia IM SF American
Skandia IM US Equity Blend 1 stars Not rated   1.5 -16.86 3 -12.87 4 Performance Details for Skandia IM US Equity Blend
SLTM North America Acc 4 stars Not rated   0.75 -13.8 2 -2.28 1 Performance Details for SLTM North America Acc
SSgA N America Eq Tracker Acc Not rated Not rated   0.3 -13.09 2     Performance Details for SSgA N America Eq Tracker Acc
St James's Pl North America Inc 2 stars Not rated   1.5 -26.54 4 -20.87 4 Performance Details for St James's Pl North America Inc
Std Lf American Eqty Gth Rtl 3 stars Not rated   1.5 -15.06 3 -5.32 2 Performance Details for Std Lf American Eqty Gth Rtl
Std Lf North Amer Eq MoM Ret 2 stars Not rated   1.85 -20.58 4 -17.3 4 Performance Details for Std Lf North Amer Eq MoM Ret
SW American Growth A 2 stars Not rated   1.5 -14.63 3 -10.29 3 Performance Details for SW American Growth A
SW American Select Growth A 4 stars Not rated   1.5 -4.39 1 0.91 1 Performance Details for SW American Select Growth A
SWIP North American A 3 stars Not rated   1.5 -11.46 2 -9.65 3 Performance Details for SWIP North American A
Thornhill American Trust Inc 4 stars Not rated   1.5 1.04 1 12.28 1 Performance Details for Thornhill American Trust Inc
Threadneedle Amer Ext Alph R GBP Not rated Not rated   1.5         Performance Details for Threadneedle Amer Ext Alph R GBP
Threadneedle American Fund 1 4 stars Not rated   1.5 -12.72 2 1.07 1 Performance Details for Threadneedle American Fund 1
Threadneedle American Sel Fund 1 4 stars Not rated   1.5 -15.69 3 0.8 1 Performance Details for Threadneedle American Sel Fund 1
Threadneedle American Sm Co 1 2 stars Not rated   1.5 -18.03 3 -0.85 2 Performance Details for Threadneedle American Sm Co 1
UBS US 130/30 Eq A Acc Not rated Not rated   1.6 -19.98 4     Performance Details for UBS US 130/30 Eq A Acc
UBS US Equity A 3 stars Not rated   1.5 -17.67 4 -8.91 3 Performance Details for UBS US Equity A
Willerequity North America 4 stars Not rated   1.5 -11.1 2 -2.89 2 Performance Details for Willerequity North America

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.

4Buy your fund online from Hargreaves Lansdown and save up to 5.5% on the initial fund charges. Read more about Hargreaves Lansdown. Investment values can go down in value as well as up and you may get back less than the amount you invest. Hargreaves Lansdown Asset Management Ltd. is authorised & regulated by the Financial Services Authority.