| 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 | |
| Hargreaves MM Income & Gth Inc |
|
Not rated | 1 | -22.8 | 3 | 13.02 | 1 | Performance Details for Hargreaves MM Income & Gth Inc | |
| Hargreaves MM Special Situations |
|
Not rated | 1 | -16.67 | 4 | 22.39 | 2 | Performance Details for Hargreaves MM Special Situations | |
| HL Multi-Manager Bal Mgd Trst |
|
Not rated | 1 | -15.41 | 3 | 16.89 | 1 | Performance Details for HL Multi-Manager Bal Mgd Trst | |
| HL Multi-Mngr Caut Mngd Tr Inc | Not rated | Not rated | 1 | -16.92 | 2 | Performance Details for HL Multi-Mngr Caut Mngd Tr Inc | |||
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.