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.
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES6.2%
11 / 124
57.9%
17 / 125
136.9%
1 / 117
102.8%
5 / 97
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-0.3%
15 / 15
52.3%
1 / 15
82.5%
1 / 15
95.9%
2 / 15
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES6.1%
4 / 7
50.6%
2 / 8
81.8%
5 / 8
125.4%
2 / 8
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES5.4%
8 / 11
47.4%
3 / 11
66.8%
2 / 11
82.9%
5 / 10
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES7.2%
14 / 183
44.6%
6 / 176
75.3%
1 / 156
-
-
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.2%
4 / 15
44.4%
8 / 15
66.4%
6 / 15
85%
3 / 15
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES8.1%
3 / 7
43.1%
5 / 8
106.3%
2 / 8
71.5%
6 / 8
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.3%
52 / 65
39.6%
47 / 63
71.1%
2 / 57
70.9%
9 / 50
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.1%
-
38.3%
-
69.1%
-
93.2%
-
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.1%
5 / 15
36.7%
14 / 15
30.2%
13 / 15
62.1%
7 / 15
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.5%
50 / 65
33.1%
57 / 63
65%
8 / 57
61.3%
18 / 50
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES3.2%
6 / 7
32.8%
5 / 6
67.5%
1 / 6
81.9%
2 / 6
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.3%
2 / 15
31.6%
15 / 15
66.7%
4 / 15
114.6%
1 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.9%
35 / 65
29%
62 / 63
60.4%
11 / 57
71.2%
8 / 50
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5%
97 / 183
22.9%
101 / 176
70%
2 / 156
95.2%
1 / 123
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5%
-
20.4%
-
23.5%
-
43.4%
-
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.4%
61 / 65
-
-
-
-
-
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS8.7%
4 / 124
75.1%
7 / 125
37.5%
31 / 117
3.2%
76 / 97
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS10.8%
1 / 124
70.5%
10 / 125
40%
24 / 117
11.2%
71 / 97
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS6.8%
1 / 2
62.9%
2 / 2
25.8%
1 / 2
19.1%
1 / 2
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS4.3%
5 / 10
50.8%
2 / 10
31.5%
6 / 9
32.5%
5 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS5.8%
28 / 57
47.2%
33 / 56
51.9%
9 / 48
57.7%
2 / 39
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS3.7%
7 / 10
44.1%
4 / 10
34.3%
3 / 9
123.1%
1 / 9
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS6%
-
43%
-
62%
-
61.5%
-
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS4.6%
27 / 124
42.1%
32 / 125
28.5%
50 / 117
22.4%
59 / 97
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS6.1%
-
37.9%
-
66.5%
-
75.8%
-
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS5.2%
19 / 124
32.5%
50 / 125
50%
12 / 117
-
-
M&G Emerging Mkts Bd
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS1.8%
8 / 12
29.3%
2 / 12
55.3%
2 / 10
59.8%
1 / 7
Stan Life Inv EmMktDt
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS1.1%
12 / 12
27.2%
5 / 12
54.2%
3 / 10
-
-
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS5.8%
3 / 10
26.1%
8 / 10
28.1%
7 / 9
53.9%
3 / 9
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES6.9%
1 / 4
48.3%
1 / 4
56.7%
1 / 4
186.8%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.7%
5 / 101
45.5%
2 / 97
71.5%
1 / 86
128.7%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES6.3%
1 / 8
28.7%
2 / 8
41.9%
1 / 8
142.1%
1 / 8
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.8%
4 / 101
27.3%
31 / 97
44.7%
3 / 86
97.9%
5 / 78
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.8%
2 / 12
23.8%
10 / 12
51.9%
1 / 11
130.9%
2 / 11
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.1%
84 / 101
19.2%
83 / 97
64.2%
2 / 86
132.8%
1 / 78
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES2.5%
4 / 8
17.6%
7 / 8
31.1%
4 / 8
106%
4 / 8
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES0.6%
66 / 101
16.9%
90 / 97
32.3%
20 / 86
97.1%
8 / 78
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES3.6%
3 / 4
14.4%
4 / 4
33.1%
3 / 4
148.4%
2 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES2.7%
3 / 8
3.2%
8 / 8
34.7%
3 / 8
117.6%
2 / 8
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS1.3%
10 / 26
22%
6 / 23
-
-
-
-
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS1.4%
-
20.1%
-
15.1%
-
38.8%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.1%
51 / 71
18%
9 / 67
33.9%
6 / 59
39.2%
7 / 45
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.7%
27 / 328
16.5%
14 / 297
21.7%
25 / 238
64.6%
3 / 171
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1%
7 / 71
16%
13 / 67
30.3%
9 / 59
39.9%
4 / 45
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.3%
-
7.3%
-
15.5%
-
16%
-
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.5%
6 / 8
47.8%
2 / 8
35.7%
5 / 8
46.8%
8 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME3.8%
53 / 265
44%
12 / 253
45.1%
102 / 229
81%
86 / 204
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME7.8%
2 / 24
42.3%
6 / 24
41.5%
17 / 24
107.5%
7 / 24
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME8.4%
1 / 8
40.4%
3 / 8
58.1%
1 / 8
79.1%
5 / 8
Schroder Global Equity Income
UT Global
View Factsheet
GLOBAL EQUITY INCOME2%
207 / 265
38.3%
35 / 253
56.1%
42 / 229
90.6%
58 / 204
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.9%
4 / 43
33.7%
13 / 39
54.9%
6 / 31
123.6%
1 / 23
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.7%
25 / 43
29%
22 / 39
55.4%
5 / 31
91.3%
7 / 23
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.6%
8 / 8
28.6%
6 / 8
45.9%
3 / 8
117.5%
2 / 8
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.9%
20 / 43
27.5%
26 / 39
62.9%
1 / 31
95.4%
4 / 23
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME3.1%
377 / 513
27.3%
122 / 481
51.3%
44 / 387
91.1%
41 / 289
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.7%
5 / 43
24.8%
33 / 39
56.8%
3 / 31
106.1%
3 / 23
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3.1%
17 / 24
55.3%
3 / 24
53.6%
10 / 24
84.9%
16 / 24
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH4.4%
-
44.1%
-
70.9%
-
116.8%
-
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH4%
38 / 265
43.7%
13 / 253
71.9%
2 / 229
148.8%
2 / 204
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.5%
8 / 24
43.6%
5 / 24
67%
4 / 24
172.5%
2 / 24
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH4.1%
37 / 265
41.9%
17 / 253
69.9%
3 / 229
123.9%
8 / 204
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH0.3%
23 / 24
39.8%
9 / 24
42.5%
16 / 24
81.8%
18 / 24
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH2.9%
18 / 24
39.2%
10 / 24
52.2%
13 / 24
123.2%
5 / 24
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH5.7%
4 / 265
38.2%
36 / 253
65.3%
10 / 229
130.1%
7 / 204
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH3.6%
13 / 24
36.6%
14 / 24
57.7%
7 / 24
103.1%
9 / 24
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4.6%
13 / 265
36.1%
66 / 253
67.9%
7 / 229
122%
10 / 204
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH4.1%
10 / 24
34.8%
16 / 24
47.6%
15 / 24
114%
6 / 24
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH1.8%
216 / 265
34.4%
86 / 253
50.2%
73 / 229
100.1%
31 / 204
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.9%
92 / 513
33.9%
61 / 481
60%
17 / 387
120.3%
7 / 289
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH0.3%
22 / 24
33%
17 / 24
59.2%
6 / 24
91.7%
14 / 24
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH4.6%
17 / 265
32.3%
117 / 253
54.1%
53 / 229
-
-
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH4.6%
15 / 265
31.3%
133 / 253
93.6%
1 / 229
157.6%
1 / 204
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH4.3%
24 / 265
29.2%
162 / 253
54.3%
50 / 229
104.9%
19 / 204
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH2.3%
-
27%
-
63.1%
-
-
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH3.4%
87 / 265
26.8%
192 / 253
59.2%
26 / 229
98.7%
33 / 204
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.3%
153 / 513
26.6%
136 / 481
69.4%
3 / 387
137.5%
2 / 289
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH2.9%
-
24.9%
-
56.3%
-
101.3%
-
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH4.2%
26 / 265
24.8%
213 / 253
61.6%
18 / 229
83.6%
78 / 204
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES4.6%
3 / 3
57.8%
1 / 3
97.5%
1 / 3
171.3%
2 / 3
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES5.8%
2 / 5
48.2%
1 / 5
83.8%
1 / 4
206.9%
1 / 4
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES4.3%
4 / 5
45.5%
1 / 5
93.3%
1 / 5
287.2%
1 / 5
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES2.9%
22 / 46
42.9%
7 / 45
74.7%
5 / 40
109.6%
6 / 37
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES3%
17 / 46
35.1%
35 / 45
74.9%
4 / 40
120.5%
3 / 37
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES4.2%
-
30.7%
-
78.3%
-
110.3%
-
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES1.7%
45 / 46
28.7%
43 / 45
100.8%
1 / 40
291%
1 / 37
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES2.4%
43 / 46
25.6%
45 / 45
70.9%
8 / 40
111.8%
5 / 37
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.5%
19 / 253
35%
7 / 246
37.2%
29 / 193
92.5%
4 / 162
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.8%
66 / 253
31%
28 / 246
50.2%
1 / 193
87.6%
5 / 162
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK5.3%
6 / 24
25.8%
5 / 24
10.8%
15 / 24
56.8%
21 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.8%
4 / 287
25.3%
53 / 270
44.6%
4 / 245
96.4%
1 / 209
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.2%
149 / 287
22.6%
96 / 270
38.3%
9 / 245
80%
4 / 209
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.2%
14 / 16
21.9%
10 / 15
51.9%
3 / 14
66.5%
4 / 13
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.6%
77 / 287
20.8%
141 / 270
32.6%
35 / 245
57.4%
44 / 209
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.2%
144 / 287
19.4%
175 / 270
28%
92 / 245
67.6%
12 / 209
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK3.4%
1 / 29
17.8%
18 / 29
24.8%
11 / 26
74%
1 / 24
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.8%
10 / 253
17.6%
173 / 246
38.8%
22 / 193
80.3%
10 / 162
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.2%
20 / 287
10.8%
264 / 270
22.6%
182 / 245
51.9%
82 / 209
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK2.1%
17 / 29
22.4%
7 / 29
31.4%
5 / 26
69%
3 / 24
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK1.8%
8 / 16
22.4%
8 / 15
39.8%
5 / 14
88.2%
1 / 13
Royal London Sus Div Trst
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK3.1%
1 / 213
18.3%
44 / 205
30.5%
7 / 177
63.3%
1 / 143
Fidelity Mlti Ast Inc
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.6%
23 / 88
14.6%
7 / 79
21.4%
9 / 58
42.2%
2 / 44
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK1.1%
11 / 16
14.3%
12 / 15
15.2%
13 / 14
26.3%
8 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.7%
102 / 213
13.3%
147 / 205
23.3%
49 / 177
59.9%
3 / 143
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK1.1%
22 / 77
2%
42 / 71
8.2%
26 / 56
16.9%
24 / 46
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK-0.6%
100 / 100
-5.7%
93 / 93
3.1%
61 / 66
6.4%
49 / 52
Fidelity Global Property
UT Property
View Factsheet
PROPERTY2.6%
11 / 54
27%
4 / 55
60.7%
2 / 49
84.7%
6 / 40
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY5%
2 / 11
23.4%
1 / 11
58.6%
1 / 6
148.3%
1 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY2.6%
1 / 1
13.1%
1 / 1
34.3%
1 / 1
129.9%
1 / 1
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY2%
6 / 11
13%
2 / 11
32.5%
4 / 6
71.7%
5 / 6
Kames Property Income
UT Property
View Factsheet
PROPERTY1.2%
22 / 54
5%
23 / 55
-
-
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY1%
25 / 54
2.6%
35 / 55
27.6%
24 / 49
41.4%
20 / 40
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST7.2%
3 / 10
115.2%
4 / 10
-8.6%
7 / 9
-30%
2 / 8
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST8%
1 / 2
68.2%
1 / 2
92.1%
1 / 2
138.6%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST5.3%
-
58.3%
-
114.5%
-
169.2%
-
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST2.9%
47 / 124
44.9%
31 / 125
33.7%
42 / 117
-30%
91 / 97
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST2.7%
1 / 3
44.8%
1 / 3
51.2%
1 / 3
122.8%
1 / 3
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST-0.8%
22 / 23
43.4%
10 / 23
58.7%
12 / 22
137.4%
8 / 21
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST8.4%
2 / 5
43.1%
1 / 4
94%
1 / 4
229.2%
1 / 4
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST5%
22 / 124
40.7%
35 / 125
68.7%
4 / 117
138.4%
2 / 97
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST4.9%
-
38.8%
-
85.6%
-
151.3%
-
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST9.6%
1 / 5
36.1%
2 / 4
74.4%
2 / 4
227.1%
2 / 4
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST4.9%
23 / 124
35.3%
42 / 125
39%
28 / 117
96.8%
9 / 97
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST1.8%
81 / 124
34.7%
43 / 125
50%
13 / 117
56%
29 / 97
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST4.7%
-
33.4%
-
54.1%
-
89.5%
-
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST7.3%
3 / 23
31.6%
17 / 23
41.7%
15 / 22
124%
11 / 21
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST3.4%
39 / 124
23.2%
68 / 125
41.3%
23 / 117
205.3%
1 / 97
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST0.7%
2 / 6
21.8%
3 / 6
30%
2 / 4
-
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST4.1%
2 / 9
17.6%
2 / 9
41.5%
2 / 8
69%
4 / 8
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST6.2%
-
12.1%
-
11.1%
-
138.3%
-
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST10.9%
1 / 16
11.9%
14 / 15
26.3%
9 / 14
-
-
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1.2%
8 / 23
18.3%
5 / 23
23.1%
1 / 22
51%
1 / 20
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS2.2%
1 / 20
17.5%
1 / 17
23.4%
2 / 18
66%
1 / 17
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.6%
4 / 13
16.5%
1 / 13
29.9%
1 / 13
84.7%
1 / 11
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1%
49 / 85
16%
3 / 79
20.2%
13 / 74
51.8%
3 / 62
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.2%
36 / 85
14.6%
5 / 79
16%
25 / 74
57.1%
1 / 62
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1%
54 / 85
13.5%
7 / 79
19.5%
14 / 74
44.4%
4 / 62
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.7%
16 / 95
11.6%
31 / 89
20.8%
28 / 83
46.9%
9 / 70
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.6%
32 / 95
11.4%
36 / 89
22%
15 / 83
37.1%
28 / 70
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.1%
40 / 85
11.3%
20 / 79
12.5%
47 / 74
41.8%
8 / 62
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
70 / 85
9%
45 / 79
13.8%
39 / 74
37%
19 / 62
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME8.5%
1 / 24
28.4%
2 / 24
7.4%
18 / 24
89.3%
4 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.9%
37 / 97
25.5%
6 / 91
17.1%
55 / 82
71%
24 / 77
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3%
31 / 97
25.1%
7 / 91
29.1%
4 / 82
69.3%
28 / 77
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.6%
44 / 285
23.3%
118 / 276
41.4%
5 / 265
93.1%
26 / 249
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3%
33 / 97
21%
18 / 91
30.8%
2 / 82
75.7%
14 / 77
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.6%
11 / 24
20.8%
11 / 24
21.6%
6 / 24
68.9%
12 / 24
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.2%
8 / 24
20.5%
12 / 24
38.1%
2 / 24
116.7%
3 / 24
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.1%
6 / 97
19.9%
20 / 91
25.9%
10 / 82
83%
10 / 77
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.5%
58 / 97
19.6%
21 / 91
23.8%
20 / 82
91.9%
6 / 77
Rathbone Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.4%
56 / 285
16%
223 / 276
28%
27 / 265
80%
50 / 249
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
46 / 97
15.3%
60 / 91
24.1%
19 / 82
114.9%
2 / 77
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME3%
20 / 63
14.6%
48 / 58
26.9%
8 / 51
86%
6 / 44
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.1%
7 / 97
14.1%
71 / 91
24.4%
17 / 82
69.5%
26 / 77
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.8%
109 / 285
13.8%
248 / 276
22.5%
67 / 265
80.4%
48 / 249
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.1%
5 / 97
12.4%
78 / 91
24.3%
18 / 82
90.8%
7 / 77
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.4%
13 / 24
11.7%
18 / 24
35.2%
3 / 24
66.1%
15 / 24
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME0.7%
273 / 285
8.2%
273 / 276
21%
83 / 265
65.9%
107 / 249
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.2%
20 / 24
5.7%
20 / 24
16.4%
11 / 24
123.1%
2 / 24
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH4.2%
7 / 17
31.6%
3 / 17
29.1%
4 / 15
145.8%
3 / 15
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH5.1%
2 / 63
28.6%
3 / 58
46.5%
2 / 51
147.3%
2 / 44
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH3.2%
72 / 285
27.1%
33 / 276
35.2%
11 / 265
73.4%
77 / 249
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH4.5%
8 / 285
25.8%
55 / 276
45.7%
4 / 265
143.5%
3 / 249
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH3.1%
89 / 285
23.3%
116 / 276
19.1%
126 / 265
82.3%
47 / 249
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH0.8%
56 / 63
23.2%
21 / 58
22.7%
11 / 51
106%
3 / 44
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH1%
267 / 285
22.9%
124 / 276
49.1%
1 / 265
147.2%
1 / 249
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH3.8%
28 / 285
22.4%
131 / 276
29.9%
17 / 265
94.2%
24 / 249
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH4%
21 / 285
20.7%
155 / 276
37.6%
8 / 265
114.4%
8 / 249
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH4%
19 / 285
19.4%
175 / 276
28.3%
26 / 265
95.5%
20 / 249
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH4.8%
6 / 17
18.4%
10 / 17
19.8%
8 / 15
107.3%
6 / 15
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.8%
115 / 285
17%
209 / 276
26.3%
36 / 265
95.4%
21 / 249
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH2.7%
12 / 17
15.9%
11 / 17
34%
2 / 15
125.9%
5 / 15
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.9%
23 / 285
14.9%
240 / 276
26.6%
33 / 265
117.8%
6 / 249
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH1.2%
261 / 285
14.3%
243 / 276
25.3%
40 / 265
63.9%
117 / 249
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH3.6%
38 / 285
12.8%
252 / 276
32.3%
13 / 265
78.8%
54 / 249
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH5.3%
2 / 285
12%
256 / 276
37.8%
7 / 265
-
-
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH2.2%
214 / 285
8.8%
271 / 276
29%
20 / 265
89.6%
32 / 249
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES7%
-
46.9%
-
59%
-
168.5%
-
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.9%
4 / 49
31%
4 / 48
52.3%
1 / 47
110.2%
20 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.7%
12 / 18
30.2%
4 / 18
50.6%
3 / 16
157.3%
4 / 16
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.7%
19 / 49
28.7%
9 / 48
35.5%
15 / 47
122.7%
12 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES9.4%
5 / 18
27.9%
6 / 18
28.9%
7 / 16
122.8%
9 / 16
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.1%
28 / 49
26.5%
14 / 48
43.7%
4 / 47
146.1%
4 / 45
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES8.7%
6 / 18
21.3%
10 / 18
30%
6 / 16
150.8%
5 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.6%
20 / 49
17.8%
37 / 48
26%
26 / 47
101.8%
24 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.6%
9 / 18
16.2%
12 / 18
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-6.7%
18 / 18
3.3%
16 / 18
27.3%
8 / 16
144.9%
7 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES7.8%
1 / 3
76.3%
1 / 3
83.9%
1 / 3
179.6%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES2.2%
89 / 89
64%
1 / 83
90.8%
1 / 76
168.4%
1 / 65
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES2.3%
5 / 6
54.9%
1 / 6
77.8%
1 / 5
116.1%
1 / 4
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES1.5%
6 / 6
51.6%
3 / 6
19.5%
5 / 5
27.3%
4 / 4
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES6.1%
1 / 7
51.1%
4 / 7
-
-
-
-
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES3.6%
59 / 89
46.2%
7 / 83
85.7%
6 / 76
142.7%
5 / 65
Hermes US SMID Equity
FO Equity - USA
View Factsheet
US EQUITIES2.3%
209 / 218
45.4%
2 / 206
79.8%
4 / 172
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES4.3%
26 / 89
45.2%
13 / 83
90%
2 / 76
165.5%
2 / 65
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES3.4%
71 / 89
41%
30 / 83
74.3%
40 / 76
134.3%
15 / 65
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES2.9%
80 / 89
37.8%
64 / 83
88.2%
4 / 76
160.9%
3 / 65
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