| Name | Auflagedatum | Volumen | YTD-P | 1-Y-P | 3-Y-P | 5-Y-P |
| CG Morningstar Multi Asset 60 Fund GB00BQKMNW01 USD / Acc. / Retail | 08.08.2024 2,0 Jahre | 137,65 | +10,25% | +20,62% | N/A | N/A |
| Dimensional World Allocation 60/40 Fund IE00B416SD35 GBP / Acc. / Retail | 09.09.2011 14,9 Jahre | 6.371,98 | +11,16% | +17,80% | +38,86% | +40,11% |