RED ZONE

(Drop Zone funds highlighted in orange)
Fund & Sector 3 year % growth Quartile Position
ABSOLUTE RETURN    
BlackRock UK Absolute Alpha -3.48 4
IFDS IM Octopus Alternative Strategies -0.48 4
Skandia Alternative Investments -0.91 4
Sector Average 5.83  
     
ASIA PACIFIC EXCLUDING JAPAN    
CF Canlife Asia Pacific 9.72 4
Jupiter Asian 15.22 3
Legg Mason Asia Pacific 7.56 4
Marlborough Far East Growth 0.93 4
Royal London Far East 18.61 3
Threadneedle Asia 11.88 4
Sector Average 19.77  
CHINA/GREATER CHINA  
Jupiter China -11.46 4
Sector Average 2.41
   
EUROPE EX UK    
CIS European Growth -3.95 4
Halifax European 3.25 3
Invesco Perpetual European Equity -0.79 4
L&G European Index 2.74 4
M&G European Index Tracker 3.32 3
Marlborough European -0.14 4
Morgan Stanley Euro Ex UK Equity Alpha 1.87 4
Newton Continental European 0.38 4
UBS European Equity -1.41 4
Sector Average 8.73  
EUROPEAN SMALLER COMPANIES  
Invesco Perpetual European Smaller Companies 12.85 4
Sector Average 26.55
   
FLEXIBLE INVESTMENT  
Santander International Shares Portfolio 10.87 3
Thames River Equity Managed 7.36 4
Sector Average 14.31
   
GLOBAL BONDS  
IFDS IM Octopus Fixed Income 13.29 3
Sector Average 17.93
   
GLOBAL EMERGING MARKETS    
Baillie Gifford Emerging Markets Growth 3.77 4
Baring Emerging Markets 2.45 4
IM HEXAM Global Emerging Markets   -20.33 4
Neptune Emerging Markets -2.10 4
PFS Prodigy Asia Emerging Markets -12.05 4
Templeton Global Emerging Markets -9.89 4
UBS Global Emerging Markets Equity 4.26 4
Sector Average 12.69  
GLOBAL EQUITY INCOME    
Skandia Global Equity Income 12.37 4
Sector Average 22.81  
GLOBAL     
Allianz Global Eco Trends  -16.19 4
CF Canlife Global Equity 11.13 3
F&C Global Thematic Opportunities 9.36 4
IM Matterly International Growth Portfolio 12.16 3
Jupiter Ecology 8.14 4
Santander Global Shares Portfolio 8.66 4
Schroder Global Climate Change 1.73 4
UBS Global Optimal 8.05 4
Sector Average 15.36  
JAPAN    
AXA Rosenberg Japan 0.56 4
Fidelity Japan -1.84 4
Halifax Japanese 4.66 3
Santander Premium Japan Equity 3.17 4
Threadneedle Japan -0.34 4
Sector Average 8.77  
JAPANESE SMALLER COMPANIES    
Invesco Perpetual Japanese Smaller Companies -8.05 4
Sector Average 18.77
   
MIXED INVESTMENT 0%-35% SHARES  
CF 7IM AAP Moderately Cautious 11.87 4
Sector Average 15.47
   
MIXED INVESTMENT 20%-60% SHARES    
Aviva Investments Diversified Strategy 4.52 4
Barmac The Castleton Growth -11.30 4
BlackRock Cautious Portfolio 12.15 4
CF 7IM AAP Balanced 11.96 4
EFA New Horizon Growth 2.34 4
F&C Blue 0.07 4
Marlborough Cautious 8.72 4
Scottish Widows HIFML Diversified Income 5.84 4
Scottish Widows HIFML Diversified Return 6.55 4
SWIP MultiManager Diversity 7.83 4
TB Doherty Cautious Managed 12.35 4
Thesis Optima Multi-Asset Strategy 3.84 4
WAY MA Cautious Portfolio 10.16 4
Sector Average 15.12  
MIXED INVESTMENT 40%-85% SHARES  
CF 7IM AAP Moderately Adventurous 10.27 4
CF 7IM Moderately Adventurous 12.03 4
SWIP Multi Manager Optimal Multi Asset 9.75 4
TB Doherty Active Managed 10.00 4
TB Doherty Balanced Managed 8.54 4
Sector Average 16.01
   
NORTH AMERICA    
Barclays US Alpha 15.09 4
CIS US Growth 16.14 4
F&C North American  19.14 3
L&G North American 17.20 4
Legg Mason US Equity  10.08 4
Neptune US Opportunities 10.52 4
Scot Wid HIFML US Strategic 12.12 4
Sector Average 22.74  
PROPERTY
Aviva Inv Property Investment -6.13 4
Aviva Inv Property Trust 7.40 4
Sector Average 17.73  
     
STERLING CORPORATE BOND    
Halifax Corporate Bond 20.71 4
M&G Short Dated Corporate Bond 4.60 4
Scot Wid HIFML Corporate Bond  20.72 4
Sector Average 26.00  
STERLING HIGH YIELD    
Investec Monthly High Income 23.94
4
Sector Average 29.57  
     
STERLING STRATEGIC BOND    
Cazenove Strategic Bond  16.36 4
Investec Strategic Bond  13.21 4
Sector Average 25.04  
UK ALL COMPANIES    
Barclays UK Core  17.35 4
BlackRock UK Dynamic 8.41 4
CF Canlife General  11.33 4
CF Canlife Growth  14.64 4
EFA OPM UK Equity 7.99 4
L&G Equity  13.33 4
L&G Growth 3.19 4
L&G UK Active Opportunities  8.53 4
Reliance British Life  13.37 4
Stan Life Inv UK Equity Growth  12.13 4
UBS UK Opportunities 12.20 4
Sector Average 24.91  
UK EQUITY & BOND INCOME  
F&C High Income -0.78 4
Sector Average 23.16
   
UK EQUITY INCOME    
Santander Enhanced Income Portfolio 16.10 4
Santander Equity Income Portfolio 18.71 4
Sector Average 26.08  
UK GILT    
AXA Sterling Gilt 21.62 4
CF Canlife Gilt & Fixed Interest 20.90 4
City Financial Strategic Gilt 4.01 4
Sector Average 23.45
   
UK INDEX LINKED GILTS    
Natwest Inflation Link UK Sovereign Bond 26.61 4
Sector Average 28.54
   
UK SMALLER COMPANIES    
Close Special Situations 1.56 4
Jupiter UK Smaller Companies  42.28 3
PFS Downing Active Management 18.55 4
UBS UK Smaller Companies 1.35 4
Sector Average 45.48  
 
This is a purely statistical chart, featuring funds which have been 3rd or 4th quartile for three discrete consecutive years. All cumulative statistics % change, bid to bid, net income reinvested, three years to 01/01/2013. Source: FE Analytics. Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, ommissions or inaccuracies contained therein.