Skandia Investment Solutions
Fund performance
Fund Performance home
Fund Name
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Source of performance figures: Financial Express. Figures are for discrete annual periods, expressed as a percentage as at the end of the last calendar quarter.
Skandia MultiFUNDS Limited and Skandia MultiFUNDS Assurance Limited do not accept responsibility for the accuracy of data. All figures are in Sterling terms unless otherwise stated. Past performance is no guarantee of future returns. The value of investments and the income from them can go down as well as up and an investor may not get back the original amount invested. The performance shown is of the underlying funds, and is not adjusted for the tax treatment of different products.
All Funds
Click on the fund name below to view the fund factsheet.
12 months ending
30/06
Fund Name
IMA Sector
2010
2009
2008
2007
2006
M+G Recovery (share class X)
UK All Companies
19.2
-15.2
-7.2
25.9
26.3
M+G Smaller Companies (share class A)
UK Smaller Companies
24.1
-23.9
-13.9
27.5
27.9
M+G Smaller Companies (share class X)
UK Smaller Companies
24.1
-23.9
-13.9
27.6
27.7
M+G Strategic Corporate Bond (share class A)
Sterling Corporate Bond
16.7
17.0
2.4
-0.4
0.5
M+G UK Growth (share class X)
UK All Companies
16.4
-19.2
-8.2
15.9
28.3
M+G UK Select (share class A)
UK All Companies
12.8
-17.7
-11.3
15.9
26.1
M+G UK Select (share class X)
UK All Companies
12.8
-17.7
-11.3
15.9
26.1
Margetts International Strategy
Global Growth
23.4
-11.7
-6.2
17.9
16.0
Margetts Providence Strategy
Cautious Managed
14.2
-5.8
-7.9
10.4
8.9
Margetts Select Strategy
Balanced Managed
17.6
-11.0
-6.5
17.1
17.1
Margetts Venture Strategy
Active Managed
26.8
-8.2
-1.5
21.3
20.7
Marlborough Balanced
Balanced Managed
19.0
-19.1
-10.6
20.2
11.4
Marlborough Bond Income
Sterling Corporate Bond
15.7
-2.2
-1.6
-0.2
0.0
Marlborough Cautious
Cautious Managed
15.6
-8.7
-10.4
11.3
9.9
Marlborough ETF Absolute Return
Absolute Return
7.3
-5.0
2.7
5.7
N/A
Marlborough ETF Commodity
Specialist
-0.8
-21.4
49.6
N/A
N/A
Marlborough ETF Global Growth
Specialist
11.1
-9.9
-1.5
N/A
N/A
Marlborough ETF Global Income
Specialist
11.4
-18.1
N/A
N/A
N/A
Marlborough Global
Global Growth
17.7
-16.6
-11.1
15.5
16.9
Marlborough Special Situations
UK Smaller Companies
25.6
-17.9
-16.2
40.6
14.8
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