Browse Money Observer Rated Funds

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term (read more on our methodology). If you need to narrow down the playing field when looking for funds and trusts for your portfolio this could be a great place to start. Look for the Money Observer Rated Funds stamp as a sign of quality and consistency in fund management.

Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES6.8%
1 / 15
56.2%
1 / 15
101.4%
1 / 15
109.9%
2 / 15
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES4.2%
3 / 7
51.5%
3 / 8
95.2%
3 / 8
151.3%
2 / 8
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES3.6%
9 / 123
51%
9 / 124
137.6%
1 / 117
116.9%
5 / 98
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES3.4%
6 / 11
44.9%
3 / 11
73.6%
2 / 11
100.3%
3 / 10
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES3.2%
4 / 7
41.7%
5 / 8
103.9%
2 / 8
88.2%
5 / 8
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.8%
74 / 184
39.9%
5 / 179
82.3%
1 / 156
-
-
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES1.3%
11 / 15
38.1%
7 / 15
68.2%
6 / 15
82.6%
4 / 15
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4%
-
37.1%
-
71.5%
-
103.4%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.1%
17 / 65
36.6%
42 / 64
73.9%
4 / 57
81.5%
5 / 51
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.3%
9 / 65
32.7%
53 / 64
72.6%
5 / 57
71%
17 / 51
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.1%
61 / 65
31.2%
56 / 64
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES3%
4 / 7
30.5%
5 / 6
74%
1 / 6
90.4%
3 / 6
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-0.7%
15 / 15
29.4%
14 / 15
37.8%
13 / 15
57.6%
9 / 15
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2.5%
8 / 15
29.1%
15 / 15
73.1%
4 / 15
119%
1 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.1%
52 / 65
26.9%
63 / 64
62.3%
15 / 57
77%
8 / 51
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.5%
162 / 184
22.1%
63 / 179
66.4%
4 / 156
94.3%
1 / 123
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.4%
-
17.5%
-
26.1%
-
45.4%
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS1.8%
38 / 123
51.7%
7 / 124
33.4%
41 / 117
6.3%
74 / 98
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-1.8%
103 / 123
51.6%
8 / 124
32.3%
45 / 117
8.7%
72 / 98
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.6%
6 / 10
47.4%
2 / 10
43.5%
2 / 9
112.4%
1 / 9
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS2.8%
2 / 10
43.7%
3 / 10
34.2%
7 / 9
36.2%
5 / 9
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-0.9%
1 / 2
41.9%
2 / 2
41%
1 / 2
17.6%
1 / 2
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS2.5%
48 / 58
39.4%
35 / 56
54.8%
13 / 48
60.6%
2 / 39
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS4%
-
38.7%
-
67.5%
-
59.3%
-
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS3.3%
-
35.6%
-
69.6%
-
82.1%
-
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS0.1%
79 / 123
31%
43 / 124
38.3%
29 / 117
22.1%
62 / 98
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS3.3%
11 / 123
30.8%
44 / 124
48.3%
15 / 117
76.1%
18 / 98
M&G Emerging Mkts Bd
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS1.1%
7 / 12
28.4%
1 / 12
55.1%
2 / 10
63.7%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS0.5%
12 / 12
25.1%
6 / 12
50.8%
3 / 10
-
-
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS2.6%
3 / 10
23.3%
8 / 10
34.5%
6 / 9
57.5%
3 / 9
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.2%
2 / 4
51.1%
1 / 4
71.6%
1 / 4
196.5%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.1%
75 / 101
46%
2 / 98
72.2%
1 / 87
134.5%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES5.6%
3 / 8
34.7%
1 / 8
46.1%
1 / 8
150.4%
1 / 8
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.1%
79 / 101
26.3%
42 / 98
49%
4 / 87
107.3%
5 / 78
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.3%
70 / 101
25.1%
53 / 98
70.9%
2 / 87
140.2%
1 / 78
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.1%
11 / 12
22%
11 / 12
53.3%
2 / 11
134.2%
2 / 11
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES3.4%
5 / 8
21.5%
5 / 8
39.1%
3 / 8
109.6%
4 / 8
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.1%
20 / 101
18.5%
91 / 98
37%
18 / 87
102.6%
10 / 78
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES6.2%
1 / 8
15.2%
8 / 8
38.1%
4 / 8
123.2%
2 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES3.7%
3 / 4
13.1%
4 / 4
35.4%
3 / 4
158.4%
2 / 4
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.6%
25 / 71
17.7%
7 / 68
32.8%
6 / 59
40.6%
5 / 45
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.5%
32 / 71
14.4%
14 / 68
28.6%
10 / 59
42.4%
3 / 45
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS-0.8%
19 / 26
14.3%
10 / 22
10.2%
8 / 11
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1%
41 / 328
14.1%
13 / 302
21.3%
23 / 240
60.6%
4 / 171
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS-0.3%
-
13.2%
-
13.5%
-
36.8%
-
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.1%
-
4.7%
-
14.1%
-
16.7%
-
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.6%
6 / 8
41.3%
2 / 8
35.2%
5 / 8
48.1%
8 / 8
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.7%
5 / 8
38.1%
3 / 8
59%
1 / 8
77.7%
5 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME0.9%
228 / 263
36.4%
17 / 253
43%
122 / 230
79.6%
97 / 205
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME0.9%
18 / 24
35.4%
10 / 24
44.7%
17 / 24
105.3%
9 / 24
Schroder Global Equity Income
UT Global
View Factsheet
GLOBAL EQUITY INCOME0.6%
240 / 263
34.2%
41 / 253
56.9%
48 / 230
90%
67 / 205
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
39 / 43
30.7%
10 / 40
52.4%
9 / 31
123.4%
1 / 23
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.6%
3 / 8
28.5%
7 / 8
51.1%
3 / 8
122.4%
2 / 8
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.2%
26 / 43
28%
20 / 40
56.5%
5 / 31
92.3%
9 / 23
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME2.8%
-
28%
-
52.3%
-
95%
-
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.2%
24 / 43
26.9%
26 / 40
62.7%
1 / 31
96.5%
4 / 23
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.8%
10 / 43
25.1%
30 / 40
58.1%
3 / 31
108.4%
2 / 23
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3.1%
3 / 24
54.9%
1 / 24
64.8%
5 / 24
96.8%
13 / 24
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.8%
4 / 24
46.1%
5 / 24
78.4%
2 / 24
177.1%
2 / 24
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH1.9%
-
39.9%
-
70.6%
-
115.8%
-
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1.6%
163 / 263
38.9%
10 / 253
70.7%
4 / 230
150.5%
2 / 205
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH1.4%
187 / 263
38.1%
13 / 253
70%
6 / 230
124%
8 / 205
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH-
21 / 24
37.4%
9 / 24
44.9%
16 / 24
85.7%
18 / 24
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH2.1%
86 / 263
35.4%
28 / 253
67.4%
9 / 230
125.5%
7 / 205
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH1.2%
15 / 24
35.2%
12 / 24
62.5%
7 / 24
104.7%
10 / 24
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH2.6%
48 / 511
34.7%
17 / 476
63.3%
11 / 387
125.6%
3 / 289
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH2.1%
11 / 24
33.2%
13 / 24
53.5%
12 / 24
115.2%
6 / 24
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH3.6%
12 / 263
32.4%
68 / 253
96.5%
1 / 230
162.9%
1 / 205
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.2%
10 / 24
32.2%
14 / 24
61.4%
9 / 24
89.2%
16 / 24
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH3.6%
16 / 263
32%
75 / 253
57.2%
46 / 230
-
-
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH0.2%
19 / 24
31.8%
15 / 24
53.1%
13 / 24
120.7%
5 / 24
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.4%
192 / 263
31.6%
80 / 253
69.2%
8 / 230
123.6%
10 / 205
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH1.4%
185 / 263
30.6%
101 / 253
51.4%
74 / 230
100.2%
31 / 205
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH2.5%
53 / 263
28.6%
133 / 253
57.5%
45 / 230
105.3%
20 / 205
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.3%
8 / 511
27.9%
63 / 476
74.7%
3 / 387
145.6%
2 / 289
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH2.7%
43 / 263
26.2%
171 / 253
61.4%
18 / 230
90.7%
65 / 205
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH3%
-
25.4%
-
60%
-
104.1%
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH0.6%
241 / 263
23.4%
206 / 253
57.5%
44 / 230
97.5%
39 / 205
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH1.4%
-
23.4%
-
63.5%
-
-
-
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES3%
1 / 3
55.2%
1 / 3
110.4%
1 / 3
176.8%
2 / 3
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES2.4%
2 / 5
39.5%
1 / 5
101.7%
1 / 4
206.4%
1 / 4
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES2%
14 / 46
39%
7 / 45
83.9%
6 / 40
116.3%
6 / 37
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES5.8%
-
37.5%
-
92.2%
-
125.2%
-
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES2.6%
2 / 5
32.4%
1 / 5
120.8%
1 / 5
265.3%
1 / 5
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES2.3%
5 / 46
29.7%
39 / 45
87.1%
4 / 40
130.9%
3 / 37
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES0.9%
33 / 46
22.5%
44 / 45
83.5%
7 / 40
121%
4 / 37
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES1.3%
19 / 46
14.6%
45 / 45
115.4%
1 / 40
318.9%
1 / 37
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.3%
157 / 252
30.3%
12 / 245
40.9%
21 / 194
92.4%
4 / 162
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.2%
43 / 252
28.8%
24 / 245
53.6%
1 / 194
89.5%
5 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.8%
17 / 289
26.7%
14 / 272
49.5%
4 / 246
97.7%
1 / 209
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK3.2%
8 / 24
26.2%
4 / 24
13.9%
16 / 24
60.4%
21 / 24
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.7%
132 / 289
20.9%
84 / 272
40.8%
9 / 246
79.5%
4 / 209
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.3%
8 / 16
20%
9 / 15
54.1%
3 / 14
72.4%
4 / 13
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2%
74 / 289
19.9%
108 / 272
35.1%
34 / 246
60.6%
35 / 209
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.2%
51 / 252
17.3%
149 / 245
40.3%
26 / 194
82.9%
8 / 162
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.4%
194 / 289
16.7%
200 / 272
30%
96 / 246
69.2%
12 / 209
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK2%
10 / 29
16.7%
17 / 29
29.3%
8 / 26
73.9%
1 / 24
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.4%
26 / 289
11.5%
256 / 272
25.5%
176 / 246
53.7%
81 / 209
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK3.2%
3 / 16
26.3%
8 / 15
44.3%
5 / 14
98.3%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.4%
22 / 29
20.6%
7 / 29
32.7%
5 / 26
69.8%
3 / 24
Royal London Sus Div Trst
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.2%
9 / 214
18.4%
19 / 206
33.7%
7 / 178
65%
1 / 145
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.3%
12 / 16
13%
12 / 15
18.8%
12 / 14
31.3%
7 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.1%
13 / 89
12.8%
9 / 80
22.3%
8 / 58
43.1%
2 / 44
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.4%
56 / 214
11.5%
148 / 206
25.4%
45 / 178
60.6%
4 / 145
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.4%
33 / 77
1.8%
46 / 71
8.4%
24 / 55
18.8%
23 / 46
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK0.5%
39 / 102
-5.2%
96 / 96
3.6%
59 / 66
9.6%
47 / 52
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY3.4%
2 / 11
26.4%
1 / 11
67.3%
1 / 6
166%
1 / 6
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-1.3%
50 / 53
18%
5 / 54
59.4%
2 / 48
78.1%
6 / 40
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY3.9%
1 / 11
14.3%
2 / 11
38.7%
4 / 6
79%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY4.8%
1 / 1
9.6%
1 / 1
38.8%
1 / 1
134.9%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.4%
19 / 53
3.4%
24 / 54
-
-
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.3%
28 / 53
2.6%
26 / 54
27.5%
24 / 48
41%
19 / 40
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST1%
2 / 2
66.9%
1 / 2
95.4%
1 / 2
135%
2 / 2
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-10.4%
6 / 9
66.6%
4 / 9
-6.7%
6 / 9
-31.3%
3 / 7
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST0.9%
-
50.2%
-
112%
-
163.8%
-
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-0.7%
4 / 5
50%
1 / 4
93.2%
1 / 4
235.8%
1 / 4
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST3.9%
4 / 23
45.1%
6 / 23
64.1%
11 / 22
134.7%
8 / 22
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-0.3%
3 / 5
42.3%
2 / 4
77.6%
2 / 4
226.7%
2 / 4
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST1.9%
2 / 3
38.5%
1 / 3
52.8%
1 / 3
136.5%
1 / 3
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST1.6%
-
35.8%
-
82.3%
-
152.8%
-
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST1.6%
42 / 123
33.9%
32 / 124
48.8%
14 / 117
206.6%
1 / 98
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST2.6%
23 / 123
33.6%
34 / 124
38%
31 / 117
97.3%
9 / 98
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST2.7%
21 / 123
33%
35 / 124
72.3%
4 / 117
140.1%
2 / 98
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST2.3%
-
31.5%
-
54.6%
-
92.8%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST0.1%
80 / 123
28.5%
50 / 124
47.9%
16 / 117
55.2%
31 / 98
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST0.1%
15 / 23
28.3%
18 / 23
37.9%
16 / 22
125.1%
10 / 22
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-7.6%
118 / 123
24.8%
58 / 124
30.1%
52 / 117
-23.3%
90 / 98
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST2.8%
2 / 6
17.3%
3 / 6
31.5%
2 / 4
-
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-0.5%
4 / 9
16%
4 / 9
41.7%
3 / 8
65.6%
4 / 8
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST3.3%
-
14.6%
-
16.5%
-
140.5%
-
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST1.2%
9 / 16
12.6%
13 / 15
29.3%
8 / 14
-
-
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1.6%
3 / 20
16.9%
1 / 18
23.1%
2 / 18
66%
1 / 17
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1%
7 / 14
14.4%
1 / 14
29.4%
1 / 14
81.1%
1 / 13
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS0.4%
4 / 23
13.4%
4 / 23
22%
1 / 22
47.1%
1 / 21
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1%
7 / 85
13.1%
3 / 81
19.8%
13 / 74
50%
3 / 62
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.8%
19 / 85
11.6%
5 / 81
16.2%
24 / 74
55.2%
1 / 62
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.2%
80 / 85
10.8%
8 / 81
18.4%
16 / 74
42.9%
4 / 62
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.9%
27 / 97
9.7%
22 / 90
20.4%
32 / 83
46.7%
9 / 70
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.8%
45 / 97
8.9%
40 / 90
21.5%
17 / 83
37.4%
28 / 70
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
40 / 85
8.7%
17 / 81
12.4%
44 / 74
39.4%
11 / 62
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.4%
56 / 85
8.5%
21 / 81
12.9%
41 / 74
35.4%
20 / 62
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.4%
22 / 24
23.2%
7 / 24
10.4%
21 / 24
90.6%
4 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.2%
61 / 97
22.9%
5 / 92
34.8%
4 / 82
72%
25 / 77
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3%
38 / 286
22.4%
84 / 277
46.9%
5 / 264
98%
18 / 249
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.4%
42 / 97
19.8%
17 / 92
36.2%
2 / 82
78.6%
12 / 77
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.8%
22 / 97
19.6%
18 / 92
28.6%
19 / 82
94.2%
6 / 77
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.2%
18 / 24
19.6%
12 / 24
26.6%
8 / 24
70.7%
13 / 24
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
10 / 24
19.5%
13 / 24
46%
2 / 24
120.3%
3 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.4%
94 / 97
19.5%
20 / 92
22.3%
57 / 82
66.3%
41 / 77
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.3%
59 / 97
18.9%
23 / 92
31.5%
11 / 82
82.9%
9 / 77
Rathbone Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.1%
6 / 286
18%
172 / 277
34.1%
22 / 264
86.2%
44 / 249
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.3%
14 / 97
15.3%
51 / 92
28.7%
17 / 82
71%
27 / 77
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME2.4%
26 / 64
14%
46 / 61
31.3%
8 / 52
92.4%
5 / 44
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.3%
5 / 24
13.7%
18 / 24
39.6%
3 / 24
72.8%
12 / 24
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.5%
34 / 97
12.7%
74 / 92
28.6%
20 / 82
115%
2 / 77
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.9%
186 / 286
11.8%
257 / 277
28.3%
62 / 264
81.1%
53 / 249
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.8%
77 / 97
11.4%
80 / 92
27.5%
28 / 82
91.9%
7 / 77
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.2%
28 / 286
10.3%
267 / 277
24%
133 / 264
68.2%
105 / 249
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.3%
21 / 24
4%
22 / 24
19.4%
13 / 24
123.8%
2 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH3.1%
8 / 64
28%
2 / 61
49.3%
2 / 52
151.3%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.3%
25 / 286
25.3%
21 / 277
50.8%
3 / 264
148.8%
2 / 249
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH2%
172 / 286
24.1%
39 / 277
39.8%
10 / 264
74.4%
82 / 249
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH-0.5%
15 / 17
23%
7 / 17
30%
4 / 15
136.2%
3 / 15
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-1.5%
64 / 64
22.3%
14 / 61
26.6%
12 / 52
105.8%
3 / 44
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH1.2%
243 / 286
21.6%
103 / 277
51.9%
2 / 264
146.9%
3 / 249
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH2.8%
51 / 286
20.3%
132 / 277
30.7%
40 / 264
91.7%
30 / 249
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH2%
164 / 286
19.6%
141 / 277
34.7%
21 / 264
94.4%
24 / 249
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH1.1%
247 / 286
19.5%
144 / 277
30.4%
44 / 264
92.6%
29 / 249
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH3.6%
13 / 286
17.9%
175 / 277
44%
7 / 264
117.3%
8 / 249
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.6%
63 / 286
16.2%
202 / 277
32.1%
31 / 264
98%
17 / 249
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH5.9%
2 / 286
15.4%
214 / 277
35.6%
19 / 264
99.6%
13 / 249
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH2.1%
7 / 17
14.8%
10 / 17
34.4%
3 / 15
125.1%
5 / 15
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH1.7%
207 / 286
13.7%
236 / 277
28.5%
58 / 264
118.7%
6 / 249
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.4%
12 / 17
13.7%
12 / 17
24.2%
8 / 15
99%
6 / 15
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH1.7%
202 / 286
13.1%
244 / 277
28.9%
56 / 264
64%
125 / 249
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH3.1%
31 / 286
12.8%
249 / 277
35.4%
20 / 264
82.4%
48 / 249
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH1.4%
231 / 286
10.3%
266 / 277
39.5%
11 / 264
-
-
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES4.8%
-
44.8%
-
63.6%
-
177.8%
-
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.2%
7 / 18
29.6%
5 / 18
54.8%
3 / 16
151.2%
4 / 16
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.3%
44 / 49
26.7%
7 / 49
50.1%
2 / 47
103.8%
24 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES2.1%
16 / 49
25.1%
9 / 49
45.1%
5 / 47
141.8%
5 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
40 / 49
24.6%
11 / 49
34%
18 / 47
115%
18 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.1%
9 / 18
24.3%
6 / 18
32.9%
5 / 16
115.4%
8 / 16
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.8%
16 / 18
21.1%
8 / 18
26.7%
9 / 16
145.5%
6 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.9%
24 / 49
16.4%
35 / 49
29.4%
24 / 47
105%
22 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.6%
14 / 18
10.8%
13 / 18
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.7%
5 / 18
2.1%
18 / 18
29.8%
6 / 16
150%
5 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-5%
2 / 3
61.5%
1 / 3
72%
1 / 3
166.1%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-1.4%
87 / 89
51.4%
1 / 84
78.8%
7 / 76
164.6%
1 / 65
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-0.4%
3 / 6
47.4%
2 / 6
78.8%
1 / 5
113.1%
1 / 4
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-1.4%
5 / 7
43.9%
2 / 7
-
-
-
-
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-2.4%
6 / 6
42.6%
4 / 6
24.8%
5 / 5
27.6%
4 / 4
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES0.7%
32 / 89
40.4%
7 / 84
85.4%
2 / 76
162.7%
2 / 65
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-0.4%
75 / 89
39.5%
12 / 84
79.6%
6 / 76
139.4%
5 / 65
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES1.4%
9 / 89
36.5%
33 / 84
71.5%
33 / 76
127.7%
16 / 65
Hermes US SMID Equity
FO Equity - USA
View Factsheet
US EQUITIES-1.2%
174 / 219
36%
8 / 207
71.6%
5 / 176
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-0.6%
79 / 89
32.7%
68 / 84
81.4%
4 / 76
152.3%
3 / 65
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