n The TRADE data | Fund flows
Methodology
Simfund® Global is a database and analysis platform
with flows, assets, performance, portfolio
characteristics, and other information on funds across
the major markets of the world, integrating a vast
range of data from Lipper, Morningstar, and Strategic
Insight’s proprietary research.
All data is based on Simfund Global data.
0.9 1.2 1.5 1.8 2.1 2.4 2.7 3.0 3. 3 3. 6 3. 9 4.2 4. 5 4. 8 5.1 5. 4
Standard deviation – three year
T
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ta
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$
705 m
7,494 m
19,291 m
386 m
Other US$386 m
Bond US$7,494 m
Equity US$19,291 m
Mixed US$705 m
Real Estate US$21 m
21 m
THREE YEAR RISK VERSUS RETURN – NORTH AMERICA FUNDS
This report was built with the following filter:
ALL of the following are true:
SI Fund Type in Equity, Bond, Mixed, Real Estate, Guaranteed, Other
Market Region is North America
Data was obtained from the following sources
Strategic Insight
Lipper
