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.
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.7%
10 / 15
50.9%
3 / 15
58.7%
4 / 15
95.6%
3 / 15
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES5.8%
4 / 8
50.3%
2 / 8
73%
5 / 8
154.6%
2 / 8
Henderson Far East Inc Ltd
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.5%
14 / 15
45%
9 / 15
36.5%
8 / 15
64.8%
9 / 15
Invesco Perp Pacific
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES6.2%
7 / 7
44.7%
1 / 5
48.6%
3 / 5
104.4%
1 / 5
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES6%
-
37.3%
-
61.2%
-
94.2%
-
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.9%
8 / 15
36.8%
13 / 15
29.7%
12 / 15
78.8%
6 / 15
Baillie Gifford Pacific
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5.6%
60 / 65
34.7%
59 / 63
39%
46 / 57
78.1%
10 / 50
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.8%
63 / 65
31.7%
62 / 63
52.7%
12 / 57
78.3%
9 / 50
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.7%
15 / 15
30.3%
15 / 15
63.9%
2 / 15
129.4%
1 / 15
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.7%
-
24.8%
-
63.7%
-
105%
-
JPM Europe Smaller Comp
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES8.5%
6 / 12
27.8%
8 / 12
43.6%
5 / 11
135%
7 / 11
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES8.6%
2 / 101
27.3%
61 / 98
67.8%
2 / 87
171.6%
1 / 79
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES7.2%
4 / 8
24.2%
2 / 8
34.8%
2 / 8
148.3%
2 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.2%
12 / 12
22.3%
11 / 12
50.3%
3 / 11
150.7%
3 / 11
Threadneedle EurpnSlct
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.9%
72 / 101
22%
85 / 98
33.2%
18 / 87
96.7%
32 / 79
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES6.4%
40 / 101
21.8%
87 / 98
35.8%
15 / 87
113.2%
16 / 79
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES6.7%
5 / 8
14.8%
7 / 8
33.7%
4 / 8
118.7%
4 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES9.5%
2 / 4
10.7%
4 / 4
30.3%
3 / 4
168.4%
2 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES7.4%
1 / 8
5.5%
8 / 8
34.4%
3 / 8
152.5%
1 / 8
Liontrust Eurpn Enhnd Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES0.8%
101 / 101
5.2%
98 / 98
22.5%
78 / 87
77.5%
76 / 79
M&G Emerging Mkts Bd
UT Global Emerging Market Bond
View Factsheet
GLOBAL BONDS5.7%
5 / 12
35.3%
2 / 11
56.7%
1 / 10
62.8%
1 / 7
Stan Life Inv EmMktDt
UT Global Emerging Market Bond
View Factsheet
GLOBAL BONDS5.8%
4 / 12
34.6%
3 / 11
54.4%
3 / 10
-
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS3.9%
22 / 70
24.4%
3 / 68
35.7%
6 / 60
44.2%
4 / 48
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS3.5%
23 / 70
17.2%
23 / 68
31%
13 / 60
41.8%
5 / 48
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.4%
96 / 322
10.8%
33 / 297
20.2%
25 / 233
70.5%
4 / 168
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS2.3%
-
8.1%
-
16.1%
-
16.9%
-
LM BWGblFxInc
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.2%
-
5.1%
-
-1.8%
-
2.2%
-
TwentyFour MonumtBd
UT Specialist
View Factsheet
GLOBAL BONDS0.5%
120 / 125
4.3%
113 / 125
6.1%
98 / 115
27.1%
55 / 91
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.5%
5 / 10
67.8%
2 / 10
22.3%
8 / 9
40.7%
5 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES7%
21 / 58
49.7%
31 / 56
42.2%
6 / 47
65.2%
2 / 39
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES9.6%
1 / 10
49.6%
3 / 10
30.3%
3 / 9
131.2%
1 / 9
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.7%
-
42.8%
-
47%
-
69.4%
-
MI Somerset EmgMktsDivGth
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.9%
49 / 58
38.6%
51 / 56
36.7%
15 / 47
50.6%
6 / 39
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.1%
-
37.9%
-
55.5%
-
88.1%
-
Fidelity Emerging Markets
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES6.8%
31 / 58
35.5%
55 / 56
32.6%
28 / 47
56%
5 / 39
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES3.7%
7 / 10
31.1%
8 / 10
22.8%
7 / 9
59.3%
3 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
GLOBAL EMERGING MARKET EQUITIES4.2%
59 / 125
29.6%
56 / 125
44.4%
18 / 115
-
-
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.2%
7 / 8
58.5%
1 / 8
33.9%
4 / 8
52.7%
8 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME5.2%
60 / 268
57.4%
5 / 252
39.6%
110 / 229
89.2%
88 / 204
Schroder Global Equity Income
UT Global
View Factsheet
GLOBAL EQUITY INCOME3.7%
214 / 268
47.4%
15 / 252
57%
23 / 229
108.9%
34 / 204
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.9%
3 / 8
41.8%
3 / 8
46.1%
2 / 8
86.9%
4 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.6%
4 / 43
36.2%
15 / 39
51.6%
6 / 31
133%
1 / 22
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME6.9%
1 / 8
35.1%
6 / 8
49.5%
1 / 8
124%
1 / 8
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.1%
29 / 43
35%
21 / 39
59.3%
1 / 31
101.2%
5 / 22
Invesco Perp Global Eq Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4%
32 / 43
34.4%
24 / 39
40.9%
20 / 31
99.4%
7 / 22
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.3%
24 / 43
30.1%
31 / 39
53.3%
4 / 31
-
-
Stan Life Inv Gl Equ Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.1%
27 / 43
25%
33 / 39
38.9%
23 / 31
101.3%
4 / 22
Majedie Investments PLC
IT Global
View Factsheet
GLOBAL EQUITY INCOME7.5%
4 / 24
23.8%
19 / 24
64%
2 / 24
134.7%
4 / 24
Sarasin Gbl Hig Div(StgHg)
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
41 / 43
14.5%
38 / 39
23.8%
30 / 31
67.4%
20 / 22
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH5.9%
17 / 268
45.5%
19 / 252
67.9%
3 / 229
165.6%
1 / 204
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH5.1%
61 / 268
41.9%
41 / 252
66.6%
4 / 229
140.3%
7 / 204
Alliance Trust PLC
IT Global
View Factsheet
GLOBAL GROWTH7%
5 / 24
41.8%
6 / 24
57.7%
6 / 24
112.3%
8 / 24
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH9.9%
2 / 24
41.3%
7 / 24
63.5%
3 / 24
196.7%
2 / 24
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH6.1%
12 / 268
38.6%
71 / 252
59.9%
13 / 229
137.7%
8 / 204
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4.8%
107 / 268
37.7%
84 / 252
62.5%
10 / 229
132.5%
9 / 204
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH4.9%
13 / 24
37.4%
9 / 24
54.3%
9 / 24
112.3%
9 / 24
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH5%
65 / 268
36.8%
93 / 252
88.3%
1 / 229
163.2%
2 / 204
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH3.8%
18 / 24
36.7%
10 / 24
48.1%
12 / 24
137.4%
3 / 24
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH4.6%
130 / 268
36.3%
102 / 252
47.6%
63 / 229
109.8%
31 / 204
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.1%
25 / 511
34.9%
57 / 477
57%
10 / 387
125.7%
6 / 288
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.3%
59 / 511
34.3%
62 / 477
67.9%
2 / 387
143.7%
1 / 288
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH3.3%
236 / 268
31.3%
152 / 252
57.3%
21 / 229
107.8%
39 / 204
Alliance Trust SF Gbl Gth
UT Global
View Factsheet
GLOBAL GROWTH5.8%
21 / 268
30.9%
159 / 252
39%
118 / 229
90.9%
84 / 204
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH5.6%
-
30.7%
-
53.5%
-
110.1%
-
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH5.2%
9 / 24
29.7%
14 / 24
45.3%
13 / 24
126.8%
6 / 24
The Bnkrs IT
IT Global
View Factsheet
GLOBAL GROWTH5.2%
10 / 24
27.8%
16 / 24
31.3%
19 / 24
102.7%
14 / 24
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH4.7%
116 / 268
27.6%
183 / 252
51.1%
46 / 229
109.8%
32 / 204
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH4.4%
163 / 268
26.6%
188 / 252
57.8%
19 / 229
87.6%
95 / 204
Caledonia Investments PLC
IT Global
View Factsheet
GLOBAL GROWTH10.6%
1 / 24
25.8%
17 / 24
51.1%
11 / 24
119.9%
7 / 24
Stan Life Inv GlEqUncon
UT Global
View Factsheet
GLOBAL GROWTH4.8%
110 / 268
22.8%
208 / 252
38.7%
119 / 229
100.9%
58 / 204
Edinburgh Worldwide IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.9%
12 / 24
19.3%
21 / 24
21.9%
22 / 24
104.1%
13 / 24
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES6.7%
3 / 3
57.3%
1 / 3
87.7%
1 / 3
192.1%
2 / 3
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES12.5%
2 / 5
44.1%
1 / 5
87.6%
1 / 5
272.5%
1 / 5
Schroder Japan Growth plc
IT Japan Equities
View Factsheet
JAPANESE EQUITIES5.4%
4 / 5
43.1%
1 / 5
66.3%
1 / 4
151.4%
2 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES13.3%
1 / 46
40.5%
6 / 44
95.5%
1 / 39
278.7%
1 / 36
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES6.1%
3 / 5
40.1%
2 / 5
56%
3 / 4
211.6%
1 / 4
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES4.8%
34 / 46
40.1%
7 / 44
69.8%
4 / 39
116.6%
8 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES4.8%
-
36.2%
-
73.7%
-
108.7%
-
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES7.8%
3 / 46
31.4%
38 / 44
60%
9 / 39
111.2%
10 / 36
CF Ruffer Japanese
UT Flexible Investment
View Factsheet
JAPANESE EQUITIES0.9%
242 / 253
21.6%
116 / 237
27.4%
64 / 193
119.8%
1 / 162
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK4%
82 / 253
32.4%
18 / 237
34.4%
24 / 193
99.3%
4 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4.1%
47 / 284
24.6%
56 / 268
41.3%
4 / 243
99.8%
1 / 208
7IM Adventurous
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.8%
180 / 253
23.2%
98 / 237
26.6%
72 / 193
68%
42 / 162
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.4%
148 / 284
21.4%
110 / 268
34.9%
10 / 243
88.5%
3 / 208
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.7%
9 / 16
20.7%
8 / 15
50.7%
2 / 14
69.4%
4 / 13
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.8%
83 / 284
19.5%
160 / 268
28.9%
52 / 243
75%
11 / 208
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.5%
125 / 253
18.8%
151 / 237
36.1%
18 / 193
85.2%
11 / 162
Practical Investment
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.9%
65 / 284
18.7%
172 / 268
18%
213 / 243
73.7%
13 / 208
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK2.4%
25 / 29
18%
15 / 29
24.5%
9 / 26
80.1%
2 / 24
Jupiter Dist and Gth
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.2%
180 / 284
14.4%
238 / 268
21%
176 / 243
61.6%
48 / 208
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.1%
260 / 284
10.6%
260 / 268
22.7%
149 / 243
52.1%
124 / 208
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK1.6%
10 / 16
17.4%
10 / 15
34.4%
6 / 14
93.3%
1 / 13
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.2%
7 / 16
16.8%
12 / 15
24.6%
8 / 14
28.1%
8 / 13
F&C Mngd Prtfolio Tst Gth
IT Global
View Factsheet
MIXED ASSET - LOWER RISK4.4%
16 / 24
13.9%
23 / 24
24.3%
21 / 24
77.2%
22 / 24
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.1%
154 / 213
11.2%
161 / 202
21.5%
60 / 178
64.4%
4 / 145
Jupiter Distribution
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.9%
41 / 85
9.5%
55 / 75
19.4%
12 / 58
42.8%
4 / 44
Kames Ethical Cautious Mgd
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2%
164 / 213
7.3%
191 / 202
16.5%
126 / 178
60.3%
7 / 145
Stan Life Inv Dyn Dist
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.9%
56 / 213
7.1%
194 / 202
16.7%
121 / 178
62%
5 / 145
Premier Defensive Growth
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.3%
46 / 77
2.4%
33 / 72
7.5%
28 / 58
19.9%
24 / 47
JPM Global Macro Balanced
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK-
85 / 85
-0.6%
75 / 75
10.9%
49 / 58
15.7%
42 / 44
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY3.9%
1 / 1
8.9%
1 / 1
37.3%
1 / 1
142.5%
1 / 1
Stand Life Inv Prop Inc Tst
IT Property - Direct UK
View Factsheet
PROPERTY0.6%
5 / 11
6.7%
7 / 11
38.5%
2 / 6
109%
3 / 6
Kames Property Income
UT Property
View Factsheet
PROPERTY0.6%
36 / 52
4.3%
20 / 53
-
-
-
-
Stan Life Inv Global REIT
UT Property
View Factsheet
PROPERTY2.5%
17 / 52
3%
28 / 53
13.3%
40 / 47
53%
15 / 40
L&G UK Property
UT Property
View Factsheet
PROPERTY1.7%
22 / 52
2.1%
35 / 53
27.6%
24 / 47
40.9%
22 / 40
Henderson UK Prop PAIF
UT Property
View Factsheet
PROPERTY0.5%
39 / 52
-4%
48 / 53
16.8%
35 / 47
32.9%
26 / 40
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST9.6%
5 / 10
140.8%
3 / 10
-3.3%
6 / 9
-27.4%
3 / 8
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST25.6%
3 / 125
97.2%
9 / 125
49.7%
15 / 115
-28.1%
85 / 91
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST7.3%
2 / 2
55.7%
1 / 2
79.7%
1 / 2
170%
2 / 2
SVG Capital plc
IT Private Equity
View Factsheet
SPECIALIST-0.7%
23 / 23
55.6%
4 / 23
68.4%
6 / 22
227.2%
4 / 21
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST4.7%
1 / 3
48.1%
1 / 3
50.1%
1 / 3
140.7%
1 / 3
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST4.4%
53 / 125
42.2%
36 / 125
42.9%
19 / 115
63.1%
26 / 91
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST2.6%
-
40.1%
-
75.3%
-
152.9%
-
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST2.9%
13 / 23
37.4%
9 / 23
60.8%
10 / 22
166.3%
7 / 21
HarbourvestGlb PvtEqty
IT Private Equity
View Factsheet
SPECIALIST8%
7 / 23
37.3%
10 / 23
87.3%
4 / 22
204.1%
5 / 21
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST5.6%
34 / 125
30.7%
53 / 125
32.2%
34 / 115
107.2%
9 / 91
Herald Investment Trust plc
IT Small Media Comms & IT Cos
View Factsheet
SPECIALIST2.9%
1 / 1
29.6%
1 / 1
25.2%
1 / 1
91.7%
1 / 1
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST5.8%
2 / 5
27.8%
2 / 4
78.1%
2 / 4
210.6%
3 / 4
Schroder Global Healthcare
UT Global
View Factsheet
SPECIALIST5.4%
44 / 268
21.3%
213 / 252
56.8%
24 / 229
142.9%
5 / 204
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST8%
18 / 125
18%
83 / 125
54.6%
12 / 115
217%
1 / 91
The Biotech Growth Trust PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST1.3%
5 / 5
17.8%
4 / 4
41.3%
4 / 4
253.8%
2 / 4
The Renwbls InfstrGrp LtdOrd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST2.1%
2 / 6
16.5%
2 / 6
29%
4 / 4
-
-
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST-2.3%
16 / 16
4.5%
14 / 15
16.5%
11 / 14
-
-
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS2.2%
1 / 22
11.9%
1 / 19
21.6%
3 / 20
68.3%
1 / 19
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.6%
3 / 24
11.5%
3 / 23
29%
2 / 21
87.8%
1 / 19
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.4%
39 / 83
10%
9 / 77
15.3%
26 / 72
61.4%
1 / 61
Aviva Inv High Yield Bond
UT Sterling High Yield
View Factsheet
STERLING BONDS0.9%
18 / 23
9.8%
18 / 23
17.4%
2 / 22
53.5%
4 / 20
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.5%
21 / 83
9.5%
14 / 77
18.7%
13 / 72
46.5%
7 / 61
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.7%
12 / 83
8.2%
24 / 77
12.3%
43 / 72
48.2%
4 / 61
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.2%
54 / 83
7.8%
28 / 77
13.2%
38 / 72
40.7%
18 / 61
Royal London Ethical Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.7%
11 / 83
7.7%
35 / 77
21%
9 / 72
41.7%
16 / 61
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.7%
25 / 98
7.6%
55 / 91
20.1%
27 / 86
49.9%
6 / 71
TwentyFour Dyn Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.4%
30 / 83
6.6%
49 / 77
12.8%
41 / 72
49.2%
3 / 61
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.4%
86 / 96
29.3%
6 / 90
16.8%
58 / 82
81.8%
18 / 77
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.4%
59 / 286
26.1%
92 / 278
40%
6 / 266
100.6%
37 / 252
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.5%
3 / 24
23.4%
5 / 24
35.9%
2 / 24
127.1%
3 / 24
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
67 / 96
21.3%
24 / 90
25.5%
13 / 82
89.9%
11 / 77
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.6%
23 / 24
20.4%
10 / 24
2%
22 / 24
97.1%
4 / 24
Artemis Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.9%
62 / 96
19.1%
32 / 90
21.6%
33 / 82
75.4%
32 / 77
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.7%
7 / 24
19%
11 / 24
22.1%
8 / 24
77.2%
11 / 24
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.9%
2 / 24
17.8%
13 / 24
38.9%
1 / 24
74%
13 / 24
Rathbone Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.7%
245 / 286
17.6%
197 / 278
26.8%
31 / 266
86.7%
67 / 252
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.6%
74 / 96
13.7%
70 / 90
24.7%
16 / 82
71.4%
37 / 77
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.7%
248 / 286
13.5%
239 / 278
23.8%
58 / 266
93.1%
52 / 252
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME5%
5 / 63
11.8%
53 / 59
24.8%
9 / 51
104.4%
5 / 45
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.1%
57 / 96
10.8%
79 / 90
21.8%
31 / 82
126.8%
2 / 77
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3%
230 / 286
8.9%
263 / 278
23.9%
55 / 266
70.5%
129 / 252
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.6%
20 / 24
7.8%
19 / 24
22.5%
6 / 24
141.5%
2 / 24
Invesco Perp UK Strat Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.1%
226 / 286
6.5%
271 / 278
21.4%
82 / 266
86.6%
68 / 252
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.6%
33 / 96
5.8%
87 / 90
22.1%
30 / 82
96.3%
9 / 77
Marlborough Multi Cap Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.2%
56 / 96
4%
89 / 90
15%
70 / 82
106.6%
5 / 77
Perp Inc & Gth IT plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.7%
8 / 24
-2.1%
23 / 24
8.4%
17 / 24
72.3%
16 / 24
Majedie UK Focus
UT UK All Companies
View Factsheet
UK GROWTH4%
135 / 286
30.4%
26 / 278
28.9%
23 / 266
103.1%
31 / 252
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH3.6%
13 / 17
26.5%
2 / 17
29.5%
3 / 15
162.9%
3 / 15
Old Mutual UK Alp
UT UK All Companies
View Factsheet
UK GROWTH4.4%
62 / 286
24.7%
114 / 278
11.6%
230 / 266
79%
91 / 252
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH5.4%
8 / 286
22.4%
138 / 278
48%
2 / 266
165.4%
1 / 252
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH4.8%
26 / 286
22%
146 / 278
34.8%
8 / 266
122.6%
11 / 252
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH6.7%
1 / 63
21.4%
30 / 59
25.3%
8 / 51
118.4%
3 / 45
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH4.2%
23 / 63
20.9%
32 / 59
42.7%
2 / 51
164.1%
2 / 45
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH3.2%
223 / 286
16.9%
203 / 278
26.4%
35 / 266
110.9%
17 / 252
Henderson Opps Tst
IT UK All Companies
View Factsheet
UK GROWTH6.9%
3 / 17
15.4%
8 / 17
3.5%
12 / 15
161.9%
4 / 15
AXA Framlington UK Sel Opps
UT UK All Companies
View Factsheet
UK GROWTH4.2%
82 / 286
15%
224 / 278
15.4%
189 / 266
64%
155 / 252
EdenTree UK Eq Gth
UT UK All Companies
View Factsheet
UK GROWTH3.2%
218 / 286
13.3%
241 / 278
15.3%
191 / 266
109.1%
21 / 252
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH6%
4 / 17
12.8%
11 / 17
37.7%
2 / 15
132%
5 / 15
Premier Ethical
UT UK All Companies
View Factsheet
UK GROWTH1.7%
280 / 286
11.7%
249 / 278
23.3%
61 / 266
110.2%
18 / 252
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH2.9%
237 / 286
11.2%
253 / 278
27.4%
27 / 266
132.7%
8 / 252
Neptune UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH4.8%
21 / 286
11.1%
254 / 278
31.1%
14 / 266
138.7%
6 / 252
Stan Life Inv UK Eth
UT UK All Companies
View Factsheet
UK GROWTH4.5%
46 / 286
9.3%
260 / 278
13.4%
211 / 266
86.3%
70 / 252
Stan Life Inv UKEqUncns
UT UK All Companies
View Factsheet
UK GROWTH4.8%
18 / 286
8.1%
267 / 278
6.7%
249 / 266
115.8%
13 / 252
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH2.5%
14 / 17
4.7%
12 / 17
18.2%
6 / 15
125.5%
6 / 15
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH4.1%
95 / 286
4.6%
274 / 278
34.1%
11 / 266
-
-
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH2.9%
234 / 286
1.9%
277 / 278
31.3%
13 / 266
97.7%
42 / 252
JP Morgan Mid Cap IT plc
IT UK All Companies
View Factsheet
UK GROWTH-0.9%
17 / 17
-4%
17 / 17
26.8%
4 / 15
176.3%
2 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.2%
7 / 49
24.3%
4 / 48
34.1%
12 / 47
136.3%
13 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.3%
38 / 49
17.6%
14 / 48
43.7%
4 / 47
156.4%
5 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4%
25 / 49
12.6%
34 / 48
21.4%
27 / 47
111.1%
29 / 45
AXA Frmlngtn UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.4%
19 / 49
11.5%
36 / 48
36.4%
10 / 47
147.3%
7 / 45
BlackRock Sm Cos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6%
5 / 18
9.7%
10 / 18
14%
9 / 16
148.8%
7 / 16
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.4%
1 / 18
8.9%
11 / 18
46.7%
2 / 16
192.2%
3 / 16
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.1%
10 / 18
7.6%
12 / 18
23.5%
7 / 16
177%
4 / 16
Kames UK Smaller Companies
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.7%
33 / 49
5.5%
42 / 48
14.6%
34 / 47
97.7%
37 / 45
Franklin UK Smaller Companies
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.6%
17 / 49
5%
44 / 48
20.6%
30 / 47
101.4%
32 / 45
Aberforth Smaller Co Tst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES2.6%
14 / 18
4.1%
13 / 18
5.5%
12 / 16
139.8%
9 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-0.6%
2 / 3
72.2%
1 / 3
69.1%
1 / 3
190.5%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES3.2%
70 / 89
69.7%
1 / 82
83.1%
4 / 73
192.3%
1 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES0.5%
6 / 6
67%
1 / 6
69%
1 / 5
118.8%
2 / 4
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES3.3%
5 / 7
56.6%
3 / 7
-
-
-
-
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES3.5%
51 / 89
55.9%
6 / 82
81.9%
6 / 73
149.6%
6 / 64
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES4.4%
9 / 89
51.7%
10 / 82
86.1%
3 / 73
174.7%
2 / 64
JP Morgan American IT plc
IT North America Equities
View Factsheet
US EQUITIES2.2%
5 / 6
48.7%
5 / 6
60.6%
3 / 5
122.1%
1 / 4
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES2.3%
87 / 89
45.7%
31 / 82
86.9%
1 / 73
172.3%
3 / 64
LM Opportunity
FO Equity - USA
View Factsheet
US EQUITIES1.5%
-
43.5%
-
39.5%
-
181%
-
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES2.7%
82 / 89
38.8%
70 / 82
67.9%
40 / 73
141%
14 / 64
Data provided by

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