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Funds Centre

Performances as at: 04/07/2008

Data provided by:

Morningstar

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Wealth 150 Funds

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Funds provided by Federated Intl Mgmt

Funds provided by Federated Intl Mgmt
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Federated High Inc Adv USD ISS 3 stars Not rated 1 -1.07 2 -0.71 1 Performance Details for Federated High Inc Adv USD ISS
Federated Kaufmann Equity Gr A Not rated Not rated 2 -18.87 4     Performance Details for Federated Kaufmann Equity Gr A
Federated Market Opp Value A 3 stars Not rated 1.25 6.05 1 -1.09 3 Performance Details for Federated Market Opp Value A
Federated S/T Euro Fd IS 4 stars Not rated 0.2 21.57 1 26.62 1 Performance Details for Federated S/T Euro Fd IS
Federated S/T US Gov Sec Fd IDS 2 stars Not rated 1.08 4.57 3 -3.2 4 Performance Details for Federated S/T US Gov Sec Fd IDS
Federated S/T US Prime Fd ISS 4 stars Not rated 0.45 5.35 1 -1.48 2 Performance Details for Federated S/T US Prime Fd ISS
Federated S/T US Treas Secs ISS 3 stars Not rated 0.65 4.4 3 -2.75 4 Performance Details for Federated S/T US Treas Secs ISS
Federated Strategic Value Eq A 1 stars Not rated 1.25 -21.49 4 -5.72 4 Performance Details for Federated Strategic Value Eq A

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.