Last week, we presented the top-performing Funds of the Billion dollar club ($$$).
But what about smaller funds? How did they perform during August?
Thanks to our partnership with Morningstar enables us to analyse the performance of groups of funds, including; UCITS, ETFs, long-only funds and funds of funds.
Here is a list with the top-performing funds in August!
Long Only Funds
| Rank | Company | Fund Name | August ’19 | YTD | 3 Years | CAGR | AUM (m$) |
|---|
(Criteria used: AUM < $1bn, Track Record > 3 Yrs, Currency US$)
ETFs
| Rank | Company | Fund Name | August ’19 | YTD | 3 Years | CAGR | AUM (m$) |
|---|
(Criteria used: AUM < $1bn, Track Record > 3 Yrs, Currency US$)
UCITS Funds
| Rank | Company | Fund Name | August ’19 | YTD | 3 Years | CAGR | AUM (m$) |
|---|
(Criteria used: AUM < $1bn, Track Record > 3 Yrs, Currency US$)
Fund of Funds
| Rank | Company | Fund Name | August ’19 | YTD | 3 Years | CAGR | AUM (m$) |
|---|
(Criteria used: AUM < $1bn, Track Record > 3 Yrs, Currency US$)
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Happy screening!
The Edgefolio team
Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on Edgefolio.com. To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.
Disclaimer
Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.