Chelsea’s RedZone – May 2013

Chelsea’s RedZone – May 2013

Absolute Return 3 year % growth Quartile position
IFDS IM Octopus Alternative Strategies 0.49 4
Sector Average 7.78  
     
Asia Pacific ex-Japan 3 year % growth Quartile position
Henderson Asia Pacific Capital Growth 11.96 4
Legg Mason Asia Pacific (Batterymarch Financial Management) 7.49 4
Threadneedle Asia 14.67 3
Sector Average 21.38  
     
Europe ex-UK 3 year % growth Quartile position
Barclays Europe (ex-UK) Alpha (Cazenove & Threadneedle) 13.33 4
Cavendish European 5.85 4
CIS European Growth 6.7 4
M&G European Index Tracker 16.09 4
Marlborough European 12.4 4
Standard Life Investments European Ethical Equity 10.94 4
UBS European Equity 6.99 4
Sector Average 21.25  
     
European Smaller Companies 3 year % growth Quartile position
JPM Europe Smaller Companies 7.33 4
Sector Average 31  
     
Flexible Investment 3 year % growth Quartile position
CF IM Global Strategy (IM Asset Management) 0.11 4
F&C MM Navigator Select 13.1 4
IFDS Brown Shipley Multimanager Growth 18.21 3
Legal & General Multi Manager Growth 5.02 4
Schroder MM High Alpha 10.72 4
SF Adventurous 12.37 4
Sector Average 18.19  
     
Global Bonds 3 year % growth Quartile position
BlackRock Global Bond 10.74 4
Investec Global Bond 6.9 4
Sector Average 18.19  
     
Global Emerging Markets 3 year % growth Quartile position
IM HEXAM Global Emerging Markets -28.61 4
Neptune Emerging Markets -11.11 4
Templeton Global Emerging Markets -20.99 4
UBS Global Emerging Markets Equity -2.53 4
Sector Average 7.06  
     
Global Equity Income 3 year % growth Quartile position
JPM Global Equity Income 26.5 3
Old Mutual Global Equity Income 18.93 4
Sarasin International Equity Income 26.44 3
Sector Average 33.94  
     
Global 3 year % growth Quartile position
Aberdeen Ethical World 17.53 4
Aberdeen Multi Manager Constellation Portfolio 20.48 3
HSBC Global Growth Fund of Funds 20.22 3
IFDS Brown Shipley MultiManager International 12.35 4
IM Matterley International Growth Portfolio (Charles Stanley) 16.76 4
Investec Global Special Situations 13.8 4
JPM Global Consumer Trends 11.42 4
JPM Global Equity 15.25 4
Jupiter Ecology 15.27 4
Marlborough Global 11.42 4
NFU Mutual Global Growth 12.16 4
Santander Global Shares Portfolio 14.78 4
Schroder Global Climate Change 10.77 4
SJP Ethical (Aberdeen) 16.5 4
Sector Average 21.49  
     
Japan 3 year % growth Quartile position
AXA Rosenberg Japan 9.01 4
Fidelity Japan 4.46 4
Ignis Japan Tracker (State Street) 16.26 3
Legal & General Japan Index 16.3 3
Martin Currie Japan 12.38 4
Threadneedle Japan 15.15 3
Sector Average 20.93  
     
Mixed Investment 0%-35% Shares 3 year % growth Quartile position
Fidelity Multi Asset Defensive 10.24 4
WAY Global Cautious Portfolio 10.49 4
Sector Average 16.76  
     
Mixed Investment 20%-60% Shares 3 year % growth Quartile position
Aviva Inv Diversified Asset 11.94 4
Aviva Inv Diversified Strategy 5.74 4
Barclays Cautious Portfolio 16.58 3
CF Danske Income 11.32 4
CF FundQuest Select Cautious (BNP Paribas) 14.61 4
COURTIERS Total Return Cautious Risk 16.65 3
EFA New Horizon Growth (Goldman Sachs) 3.22 4
Fidelity Multi Asset Strategic 14.78 3
HC Caerus Monthly Income 13.21 4
Ignis Multi Manager Cautious 7.49 4
JPM Cautious Total Return -4.27 4
L&G Multi Manager Income 13.29 4
Premier ConBrio Managed Multi-Asset 11.59 4
Premier Conservative Growth 12.35 4
Schroder MM Cautious Managed 7.31 4
Scottish Widows HIFML Diversified Income (Insight) 6.01 4
Scottish Widows HIFML Diversified Return (Insight) 6.81 4
Thesis Optima Multi-Asset Strategy 5.42 4
WAY Global Blue Managed Portfolio 14.02 4
WAY MA Cautious Portfolio (North Investment Partners) 11.87 4
Sector Average 17.66  
     
Mixed Investment 40%-85% Shares 3 year % growth Quartile position
Aberdeen Multi Manager Balanced Managed Portfolio 16.89 4
TB Doherty Active Managed 13.68 4
TB Doherty Balanced Managed 11.96 4
Elite Hurlingham Managed Growth (WAY) 17.73 4
Fidelity Multi Asset Growth 14.42 4
JPM Balanced Total Return 7.12 4
Legal & General Multi Manager Balanced 8.05 4
Schroder MM Strategic Balanced 9.8 4
Sector Average 19.94  
     
North America 3 year % growth Quartile position
Allianz US Equity 19.8 4
Cavendish North American 9.48 4
Legal & General North American 19.51 4
Martin Currie North American 21.02 4
Neptune US Opportunities 19.31 4
Standard Life Investments American Equity Unconstrained 22.45 4
Sector Average 27.49  
     
Property 3 year % growth Quartile position
Aviva Inv Property Investment -12.63 4
SJP Property 3.03 4
Sector Average 18.24  
     
Corporate Bond 3 year % growth Quartile position
Baring Corporate Bond 22.12 4
Halifax Corporate Bond (SWIP) 18.54 4
Legg Mason Global Blue Chip Bond (Western Asset Management) 11.61 4
M&G Short Dated Corporate Bond 5.22 4
Sector Average 18.24  
     
High Yield Bond 3 year % growth Quartile position
Investec Monthly High Income 18.74 4
Sector Average 24.63  
     
Strategic Bond 3 year % growth Quartile position
Cazenove Strategic Bond 14.11 4
Investec Strategic Bond 10.07 4
Kames Strategic Bond 18.8 4
Sector Average 22.02  
     
Technology 3 year % growth Quartile position
Cavendish Technology 17.58 4
Sector Average 28.94  
     
UK All Companies 3 year % growth Quartile position
Allianz UK Growth 20.39 4
Aviva Inv Blue Chip Tracking 24.71 4
AXA General 27.78 3
Baring UK Growth 25.13 4
Cler Med FTSE 100 Tracker 24.96 4
EFA OPM UK Equity 9.51 4
Fidelity UK Growth 19.56 4
Halifax UK FTSE 100 Index Tracking (SWIP) 23.55 4
Halifax UK FTSE All Share Index Tracker (SWIP) 25.95 3
Halifax UK Growth (SWIP) 25.19 3
Henderson UK Tracker 24.06 4
IFDS Brown Shipley UK Flagship 21.14 4
Kames UK Equity 23.78 4
Kames UK Opportunities 22.61 4
Legal & General (A&L) Capital Growth 25.53 3
Legal & General (N) Tracker 26.6 3
Legal & General Growth 4.08 4
Legal & General UK 100 Index 25.12 4
Manek Growth -22.23 4
Old Mutual UK Strategic Best Ideas 26.76 3
PSigma UK Growth 17.13 4
Reliance British Life 17.76 4
Royal Bank of Scot FTSE 100 Tracker 24.45 4
Standard Life Investments UK Equity Growth 17.83 4
SWIP Foundation Growth 26.78 3
Virgin UK Index Tracking 27.52 3
Sector Average 30.75  
     
UK Equity & Bond 3 year % growth Quartile position
CF IM UK Equity & Bond Income (IM Asset Management) 18.13 4
F&C High Income 0.61 4
HSBC Monthly Income 28.83 3
Sector Average 28.4  
     
UK Equity Income 3 year % growth Quartile position
AXA Framlington Monthly Income 23.44 4
BlackRock UK Income 21.38 4
EFA OPM Equity High Income 22.36 4
GLG UK Income 20 4
Insight Equity Income Booster 28.66 3
Insight Equity Income 31.09 3
JPM UK Higher Income 31.68 3
Kames UK Equity Income 31.99 3
Marlborough UK Income & Growth 10.98 4
Santander Enhanced Income Portfolio 20.12 4
Santander Equity Income Portfolio 25.44 4
Smith & Williamson UK Equity Income 23.9 4
Standard Life Investments UK Equity High Income 26.21 4
Sector Average 34.31  
     
UK Gilts 3 year % growth Quartile position
AXA Sterling Gilt 21.92 4
CF Canlife Gilt & Fixed Interest 21.13 4
City Financial Strategic Gilt 1.85 4
HSBC Gilt & Fixed Interest 21.03 4
Sector Average 23.81  
     
UK Index Linked Gilts 3 year % growth Quartile position
Natwest Inflation Link UK Sovereign Bond 34.38 4
Sector Average 36.72  
     
UK Smaller Companies 3 year % growth Quartile position
CF Progressive UK Smaller Companies 41.83 4
Ignis Smaller Companies 42.77 4
MFM Techinvest Special Situations 27.06 4
Newton UK Smaller Companies 27.23 4
UBS UK Smaller Companies 10.38 4
Sector Average 48.35  

Source: Chelsea Financial Services