Last week, we had a look at the top-performing funds of the billion-dollar-club.

But how did the smaller funds perform? Check them out here:

Long Only Funds

Rank Company Fund Name September ’19 YTD 3 Years CAGR AUM (Million $)

(Criteria used: AUM > $1bn, Track Record > 3 Yrs, Currency: $US dollar)

ETF Funds

Rank Company Fund Name September ’19 YTD 3 Years CAGR AUM (Million $)

(Criteria used: AUM > $1bn, Track Record > 3 Yrs, Currency: $US dollar)

UCITS Funds

Rank Company Fund Name September ’19 YTD 3 Years CAGR AUM (Million $)

(Criteria used: AUM > $1bn, Track Record > 3 Yrs, Currency: $US dollar)

Fund of Funds

Rank Company Fund Name September ’19 YTD 3 Years CAGR AUM (Million $)

(Criteria used: AUM > $1bn, Track Record > 3 Yrs, Currency: $US dollar)

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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.