Data & Directories


November 16, 2009, 12:01 AM ET

Top 10 managers: one-year returnCategoryGross returnNet return
IVA Diversified Global US SA World Allocation 18.77 17.71
Pyrford Absolute Return US SA World Allocation 18.27 17.84
Invesco Premia Plus US SA World Allocation 13.52 12.90
Wellington Opportunistic Investment US SA World Allocation 11.78 10.58
Morgan Stanley Glbl Tactical Asset Alloc US SA World Allocation 10.70 10.48
Calamos Global Opportunities Composite US SA World Allocation 10.16 9.16
Putnam Total Return US SA World Allocation 7.87 7.06
Lazard Cap Allocator Ser (Gbl Non-Trad) US SA World Allocation 6.35 5.28
GMO Global Balanced Allocation Strategy US SA World Allocation 6.33 5.87
Investment Protection Service Glbl Bal US SA World Allocation 4.34 3.38
5 Year Data
Top 10 managers Category 5-yr Gross Returns 5-yr Net Returns
Wellington Opportunistic Investment US SA World Allocation 9.08 7.90
Wellington Real Asset US SA World Allocation 8.71 7.74
Calamos Global Opportunities Composite US SA World Allocation 8.03 7.01
Pyrford Absolute Return US SA World Allocation 7.39 6.97
SSgA All International Allocation US SA World Allocation 7.15 6.31
Riverplace Capital Balanced Wealth US SA World Allocation 6.63 6.93
GMO Global Balanced Allocation Strategy US SA World Allocation 6.52 6.02
Investment Protection Service Glbl Bal US SA World Allocation 5.89 4.88
GAM Diversity Strategy US SA World Allocation 5.84
Franklin Global Balanced US SA World Allocation 4.85
 
Top 10 managers: five-year returnCategoryGross returnNet return
Wellington Opportunistic Investment US SA World Allocation 9.08 7.90
Wellington Real Asset US SA World Allocation 8.71 7.74
Calamos Global Opportunities Composite US SA World Allocation 8.03 7.01
Pyrford Absolute Return US SA World Allocation 7.39 6.97
SSgA All International Allocation US SA World Allocation 7.15 6.31
Riverplace Capital Balanced Wealth US SA World Allocation 6.63 6.93
GMO Global Balanced Allocation Strategy US SA World Allocation 6.52 6.02
Investment Protection Service Glbl Bal US SA World Allocation 5.89 4.88
GAM Diversity Strategy US SA World Allocation 5.84
Franklin Global Balanced US SA World Allocation 4.85

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