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 EQUITIES5.2%
1 / 112
52.8%
1 / 111
137.8%
1 / 104
142.9%
3 / 85
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2.5%
3 / 15
49.6%
1 / 15
94.4%
1 / 15
120.4%
2 / 15
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES1.3%
3 / 11
42%
2 / 11
71.4%
2 / 11
102.5%
3 / 10
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-0.1%
6 / 7
40.8%
3 / 7
99.7%
2 / 7
163.6%
2 / 7
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES2.6%
3 / 7
37.9%
5 / 7
97.5%
3 / 7
118.3%
4 / 7
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES0%
163 / 182
35.9%
8 / 179
76.3%
1 / 157
-
-
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES0.7%
-
34.6%
-
66%
-
104.3%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES0.2%
24 / 65
34.5%
33 / 65
70.1%
1 / 57
83.2%
5 / 51
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES1.4%
7 / 65
32.9%
47 / 65
69.8%
2 / 57
76.8%
9 / 51
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES1.2%
12 / 15
30.3%
11 / 15
54.9%
7 / 15
85.5%
4 / 15
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.2%
1 / 15
29.9%
13 / 15
35.5%
12 / 15
70.4%
7 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES0.4%
16 / 65
29.1%
59 / 65
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES-0.2%
4 / 7
27.2%
6 / 7
68.2%
1 / 6
88.8%
2 / 6
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2.3%
6 / 15
26.7%
15 / 15
66.5%
3 / 15
121%
1 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0.9%
50 / 65
23.2%
65 / 65
53.5%
18 / 57
78.2%
7 / 51
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.9%
-
22.1%
-
23.9%
-
48.1%
-
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-1%
181 / 182
21.8%
65 / 179
64%
4 / 157
95.1%
5 / 126
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-2.2%
98 / 112
43.5%
4 / 111
20.3%
60 / 104
6.6%
62 / 85
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS-1.5%
93 / 112
41.1%
7 / 111
18.5%
66 / 104
9.5%
60 / 85
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-0.7%
10 / 10
41%
2 / 10
39.1%
2 / 9
112%
1 / 9
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS4.5%
1 / 2
38%
2 / 2
40.2%
1 / 2
28.2%
1 / 2
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.4%
-
38%
-
63.5%
-
65.9%
-
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.5%
-
36.1%
-
67.1%
-
88.7%
-
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-0.6%
30 / 58
34.4%
32 / 56
45.7%
13 / 48
62.3%
2 / 39
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-0.6%
9 / 10
32.9%
3 / 10
24.6%
8 / 9
36%
5 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS0.7%
43 / 112
31.1%
22 / 111
44.5%
16 / 104
75.3%
19 / 85
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-1%
5 / 13
25.6%
2 / 12
52%
1 / 11
62.7%
1 / 6
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS-0.8%
83 / 112
25.4%
37 / 111
32.4%
36 / 104
23.1%
51 / 85
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS3.6%
2 / 10
25.1%
8 / 10
29.8%
5 / 9
56.7%
3 / 9
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-1.1%
7 / 13
23.6%
3 / 12
47%
4 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES3.8%
4 / 4
47.6%
1 / 4
68%
1 / 4
219%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.8%
23 / 101
45.9%
2 / 98
73.9%
2 / 86
153.5%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES3.4%
6 / 8
34.3%
1 / 8
45.2%
2 / 8
168.6%
1 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.6%
7 / 101
27.9%
28 / 98
76.3%
1 / 86
166.8%
1 / 78
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.4%
1 / 12
27.5%
8 / 12
62.6%
1 / 11
144.8%
4 / 11
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.1%
17 / 101
27.4%
38 / 98
50.6%
6 / 86
116.9%
8 / 78
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES3.4%
5 / 8
24.4%
3 / 8
36.5%
6 / 8
129.4%
4 / 8
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES8%
1 / 8
22.5%
7 / 8
48.7%
1 / 8
135%
3 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES6.9%
1 / 4
20.5%
4 / 4
44.9%
3 / 4
175.5%
3 / 4
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES1.3%
93 / 101
20.4%
89 / 98
38.6%
25 / 86
115.5%
9 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS2.9%
5 / 27
17.1%
7 / 23
15.5%
6 / 11
-
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-2.4%
69 / 71
13.9%
10 / 68
30.6%
6 / 59
39.8%
6 / 45
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.6%
11 / 331
13.3%
12 / 301
21.3%
19 / 241
65.8%
3 / 174
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-0.5%
44 / 71
13.2%
14 / 68
27%
10 / 59
42.8%
3 / 45
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS2.2%
-
12.5%
-
14.4%
-
38.7%
-
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.4%
-
6.6%
-
13.6%
-
16.8%
-
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME2.8%
7 / 24
31.8%
7 / 24
47.5%
14 / 24
108.6%
10 / 24
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-0.5%
210 / 254
31.7%
24 / 243
39%
140 / 223
79.8%
106 / 199
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.2%
21 / 45
31.6%
3 / 41
52.5%
7 / 33
94.3%
8 / 25
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5%
1 / 7
29.8%
2 / 7
36.1%
5 / 7
59%
7 / 7
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.3%
16 / 45
28.7%
7 / 41
49%
11 / 33
121%
1 / 25
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.8%
3 / 7
27.9%
4 / 7
54.5%
1 / 7
83.8%
4 / 7
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.2%
22 / 45
25.5%
17 / 41
53.4%
4 / 33
92.9%
10 / 25
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.2%
7 / 7
25.4%
6 / 7
47%
3 / 7
121.5%
2 / 7
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-1.7%
42 / 45
24.5%
23 / 41
57.7%
1 / 33
97.2%
5 / 25
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME-0.3%
-
23.5%
-
47.9%
-
93.7%
-
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-1.2%
36 / 45
22.3%
31 / 41
56.2%
3 / 33
108.4%
3 / 25
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.9%
2 / 24
51.2%
1 / 24
78.1%
4 / 24
101.1%
13 / 24
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.9%
3 / 24
45.2%
2 / 24
96.9%
2 / 24
190.5%
2 / 24
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH2.6%
197 / 512
38.4%
2 / 481
79.6%
2 / 391
129.8%
4 / 293
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.3%
119 / 254
34.1%
11 / 243
70.5%
3 / 223
153.5%
2 / 199
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH0.2%
136 / 254
33.5%
13 / 243
69.9%
4 / 223
128.9%
6 / 199
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH1.2%
53 / 254
32.3%
19 / 243
96.9%
1 / 223
164%
1 / 199
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH-0.3%
187 / 254
31.5%
26 / 243
74.1%
2 / 223
124.2%
9 / 199
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH0.9%
13 / 24
30.4%
8 / 24
48.7%
13 / 24
86.5%
20 / 24
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH1.3%
50 / 254
30.3%
35 / 243
56.5%
38 / 223
-
-
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH0.5%
17 / 24
29.8%
9 / 24
63.8%
7 / 24
107%
11 / 24
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.2%
20 / 24
28.6%
10 / 24
62.3%
8 / 24
90.9%
16 / 24
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.1%
382 / 512
28.6%
35 / 481
78.8%
3 / 391
146.8%
2 / 293
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH0.1%
463 / 512
28.1%
39 / 481
62.6%
11 / 391
119.5%
8 / 293
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH3.9%
4 / 24
28.1%
13 / 24
49.6%
12 / 24
129.1%
4 / 24
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH0%
157 / 254
27.3%
91 / 243
64%
9 / 223
124.3%
8 / 199
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH1%
62 / 254
27.3%
92 / 243
62.1%
12 / 223
105.6%
28 / 199
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH1.4%
10 / 24
27.2%
15 / 24
52.1%
10 / 24
125.2%
6 / 24
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH1.6%
-
26.7%
-
62.7%
-
106.8%
-
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH-0.6%
212 / 254
26.1%
114 / 243
49.2%
76 / 223
106.2%
26 / 199
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH-0.8%
223 / 254
22.9%
171 / 243
57.9%
33 / 223
87.9%
79 / 199
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.4%
-
21.6%
-
60.7%
-
-
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH0.2%
130 / 254
20.4%
193 / 243
56.2%
39 / 223
100.6%
38 / 199
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-1.4%
2 / 3
46.7%
1 / 3
100.4%
2 / 3
161.9%
2 / 3
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES-1.1%
-
34.5%
-
91.2%
-
124.9%
-
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES-1.1%
11 / 47
34.1%
6 / 45
75.4%
7 / 40
111.1%
6 / 37
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES-0.6%
2 / 5
32.4%
2 / 5
89.6%
1 / 4
206.2%
1 / 4
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-0.9%
2 / 5
30.8%
1 / 5
116.2%
1 / 5
230.6%
1 / 5
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-1.6%
21 / 47
21.7%
38 / 45
75.9%
6 / 40
126.4%
3 / 37
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-0.7%
4 / 47
16.4%
44 / 45
83.6%
2 / 40
110.1%
8 / 37
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES1.8%
2 / 47
10.2%
45 / 45
131.6%
1 / 40
275.5%
1 / 37
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK4.6%
1 / 255
30.4%
2 / 242
41.6%
13 / 191
105.4%
2 / 162
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
119 / 255
26.6%
16 / 242
50.7%
2 / 191
95.1%
5 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.5%
120 / 281
25.4%
7 / 267
51.2%
3 / 242
97.9%
1 / 210
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK3.4%
8 / 24
21.7%
4 / 24
13.4%
19 / 24
70.2%
15 / 24
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.7%
97 / 281
19.6%
57 / 267
39.2%
10 / 242
83.8%
4 / 210
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
155 / 281
18.8%
78 / 267
34.9%
26 / 242
62.6%
36 / 210
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK1.5%
4 / 29
17.6%
12 / 29
28.8%
8 / 26
78.5%
1 / 24
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.1%
196 / 255
17.2%
131 / 242
41.5%
15 / 191
85.1%
9 / 162
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.9%
63 / 281
15.4%
177 / 267
31.7%
51 / 242
73.3%
11 / 210
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
168 / 281
11.9%
242 / 267
24.5%
167 / 242
53.5%
105 / 210
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
15 / 16
11.2%
13 / 15
50.4%
4 / 14
79.5%
4 / 13
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.2%
6 / 16
20.6%
8 / 15
44%
6 / 14
102.2%
2 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.8%
2 / 29
19%
6 / 29
32.6%
4 / 26
72.8%
3 / 24
Royal London Sus Div Trst
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.9%
48 / 205
18.1%
12 / 198
34.5%
4 / 171
66.5%
3 / 143
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.2%
11 / 16
12.3%
11 / 15
19.6%
13 / 14
27.6%
10 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.3%
58 / 85
11.8%
15 / 78
21.2%
9 / 56
43%
3 / 43
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.1%
30 / 205
11.1%
139 / 198
24.4%
46 / 171
63.3%
4 / 143
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.1%
56 / 77
2.6%
40 / 71
10.2%
25 / 56
21.8%
20 / 48
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1%
35 / 104
-3.6%
96 / 96
6.4%
56 / 69
11.5%
46 / 53
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY0.3%
10 / 12
21.4%
1 / 11
58.6%
1 / 7
169.2%
1 / 6
Fidelity Global Property
UT Property
View Factsheet
PROPERTY0.8%
17 / 53
17.1%
5 / 54
54.5%
2 / 51
80%
6 / 40
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY5.5%
2 / 12
15.9%
2 / 11
44.7%
3 / 7
85.8%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY5.5%
1 / 1
13.8%
1 / 1
45.1%
1 / 1
160.7%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.9%
15 / 53
3.2%
25 / 54
22.9%
28 / 51
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.8%
18 / 53
2.4%
31 / 54
26.7%
22 / 51
41.3%
20 / 40
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST4.2%
1 / 2
63.7%
1 / 2
107.7%
1 / 2
141.8%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST0.7%
-
51.2%
-
118.9%
-
173.2%
-
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-0.6%
4 / 9
45.7%
5 / 9
-10.1%
5 / 9
-33.4%
3 / 7
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST4.1%
2 / 112
39.6%
9 / 111
72.9%
4 / 104
157%
2 / 85
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST0.9%
3 / 5
36.5%
1 / 4
124%
1 / 4
226.1%
1 / 4
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST-0.1%
18 / 23
35.8%
10 / 23
59.5%
12 / 22
126.3%
11 / 22
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-0.1%
-
33.9%
-
79.4%
-
145.7%
-
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST3.6%
10 / 23
31.8%
15 / 23
44.3%
15 / 22
126.6%
10 / 22
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST2.2%
1 / 3
30.6%
1 / 3
53%
1 / 3
135.8%
1 / 3
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST1.9%
14 / 112
30.6%
24 / 111
42%
20 / 104
102.1%
10 / 85
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST1.7%
1 / 5
30.3%
2 / 4
93%
2 / 4
214.4%
2 / 4
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST1.2%
-
28.2%
-
57.8%
-
93.9%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST0.2%
59 / 112
23.7%
41 / 111
43.4%
18 / 104
57.9%
27 / 85
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST0.9%
37 / 112
18.8%
56 / 111
67.3%
6 / 104
197.7%
1 / 85
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST3.3%
4 / 6
15.3%
5 / 6
35.3%
2 / 6
-
-
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST0.7%
9 / 16
12.8%
10 / 15
32.4%
7 / 14
-
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST1.1%
6 / 8
10.6%
6 / 9
40.6%
3 / 8
66.5%
5 / 8
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST2.4%
-
9.8%
-
27.4%
-
137.9%
-
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-7.3%
109 / 112
6.7%
94 / 111
27.3%
47 / 104
-22.6%
77 / 85
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1.3%
2 / 17
16.7%
1 / 15
23.4%
2 / 15
67.1%
1 / 14
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.6%
1 / 14
13.9%
1 / 14
29.5%
2 / 14
85%
1 / 14
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1.6%
5 / 23
13%
3 / 23
22.7%
1 / 22
53.6%
1 / 21
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.4%
5 / 84
12.4%
5 / 81
20.1%
13 / 73
45.5%
4 / 63
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.3%
14 / 84
12.2%
6 / 81
19.2%
15 / 73
56.7%
2 / 63
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.3%
13 / 84
11.3%
8 / 81
15.8%
25 / 73
57.7%
1 / 63
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.5%
3 / 96
10.8%
24 / 89
21.2%
29 / 82
50.2%
9 / 69
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1%
35 / 96
10.3%
31 / 89
21.8%
22 / 82
39.9%
24 / 69
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.7%
3 / 84
9%
25 / 81
14%
35 / 73
43.7%
9 / 63
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
79 / 84
8.3%
35 / 81
12.6%
44 / 73
35.4%
21 / 63
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1%
178 / 279
21.5%
59 / 271
42.9%
11 / 257
99.2%
27 / 242
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.1%
92 / 100
20.8%
7 / 96
31.2%
10 / 84
72.5%
33 / 80
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.9%
10 / 24
20.2%
6 / 24
48.7%
1 / 24
125.6%
3 / 24
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.4%
21 / 100
20.2%
9 / 96
30.6%
13 / 84
99.3%
6 / 80
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7.1%
3 / 100
20.1%
10 / 96
34.8%
3 / 84
130%
2 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.5%
44 / 100
19.5%
15 / 96
30.5%
15 / 84
87.7%
13 / 80
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.6%
74 / 100
19.3%
16 / 96
34.1%
5 / 84
81.4%
20 / 80
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME4.4%
6 / 62
18.9%
28 / 59
38.4%
3 / 49
103.3%
4 / 42
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
65 / 100
17.8%
34 / 96
33.2%
7 / 84
88.5%
12 / 80
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5%
3 / 24
15.8%
12 / 24
13%
20 / 24
91.4%
5 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.4%
83 / 100
15.1%
55 / 96
20.3%
67 / 84
71.6%
37 / 80
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.1%
88 / 100
14.7%
59 / 96
27.1%
27 / 84
71%
40 / 80
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.3%
11 / 24
14.2%
16 / 24
26.9%
7 / 24
74.8%
11 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME2%
108 / 279
13.1%
245 / 271
30.1%
61 / 257
87.6%
52 / 242
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.7%
11 / 100
13.1%
76 / 96
28.7%
18 / 84
97.3%
7 / 80
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.2%
22 / 24
12.2%
17 / 24
37.6%
4 / 24
67.8%
17 / 24
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.6%
130 / 279
11.4%
255 / 271
26.2%
90 / 257
72.1%
101 / 242
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.5%
2 / 24
7.6%
21 / 24
25%
9 / 24
128.7%
2 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH6.3%
2 / 62
33.7%
2 / 59
63.4%
2 / 49
162.7%
2 / 42
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH6.9%
4 / 279
32.9%
4 / 271
68.2%
2 / 257
163.5%
2 / 242
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH7.3%
3 / 16
24.5%
4 / 16
39.2%
5 / 14
151.5%
3 / 14
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH4.9%
21 / 279
24%
32 / 271
43.9%
9 / 257
103.6%
19 / 242
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH1.5%
141 / 279
23.1%
34 / 271
39.4%
19 / 257
75.9%
83 / 242
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH3.7%
45 / 279
22%
47 / 271
56%
4 / 257
141.6%
3 / 242
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH1%
43 / 62
21.2%
10 / 59
32.2%
9 / 49
97.2%
5 / 42
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH1.8%
119 / 279
19.6%
119 / 271
46.3%
7 / 257
119.8%
9 / 242
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1.2%
166 / 279
19.5%
124 / 271
38.1%
24 / 257
95.7%
34 / 242
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH2%
107 / 279
19.3%
129 / 271
38.4%
22 / 257
94.4%
36 / 242
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH6.6%
7 / 279
19.2%
133 / 271
49.6%
5 / 257
-
-
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH3.7%
46 / 279
19%
138 / 271
42.6%
12 / 257
105.1%
17 / 242
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.7%
74 / 279
18.8%
142 / 271
36.1%
29 / 257
104.6%
18 / 242
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH4.8%
8 / 16
18.3%
8 / 16
40.1%
3 / 14
143.6%
4 / 14
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.4%
55 / 279
17.2%
184 / 271
36.5%
27 / 257
121.8%
8 / 242
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH6.6%
5 / 16
17.1%
10 / 16
34.4%
6 / 14
116.7%
6 / 14
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH0.4%
235 / 279
14.3%
235 / 271
33.6%
40 / 257
85.3%
58 / 242
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH-0.5%
273 / 279
11.2%
258 / 271
26.9%
86 / 257
65.7%
126 / 242
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES9.6%
-
54%
-
84.7%
-
197.2%
-
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.5%
15 / 49
32.4%
5 / 49
60.5%
2 / 47
118%
20 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.8%
5 / 18
30.7%
5 / 18
64.1%
4 / 16
170.8%
3 / 16
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.1%
20 / 49
29.2%
12 / 49
52.7%
9 / 47
154.4%
5 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.3%
19 / 49
28.4%
13 / 49
42.4%
22 / 47
129.5%
16 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.8%
8 / 18
24.7%
6 / 18
41.9%
6 / 16
129.3%
10 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.8%
6 / 49
24.6%
25 / 49
46.4%
14 / 47
113.3%
24 / 45
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.6%
9 / 18
21.6%
8 / 18
40.4%
8 / 16
159.2%
5 / 16
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.5%
11 / 18
8.1%
15 / 18
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3%
15 / 18
5.2%
18 / 18
36%
9 / 16
156.7%
6 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES2.8%
3 / 3
51.2%
1 / 3
73.3%
1 / 3
163.2%
2 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES3.9%
1 / 88
46.7%
1 / 82
85.9%
2 / 74
166.7%
1 / 63
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES1.8%
2 / 7
38.9%
2 / 7
-
-
-
-
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES8.6%
1 / 6
37.3%
2 / 6
19.6%
5 / 5
37.3%
4 / 4
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-0.3%
6 / 6
36%
3 / 6
63.4%
2 / 5
104.7%
2 / 4
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES-0.7%
76 / 88
34.8%
12 / 82
84.1%
3 / 74
159.5%
2 / 63
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES0.5%
27 / 88
32.2%
22 / 82
81.3%
6 / 74
140.7%
5 / 63
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES-
43 / 88
30.8%
43 / 82
71.8%
29 / 74
129.5%
14 / 63
Hermes US SMID Equity
FO Equity - USA
View Factsheet
US EQUITIES0.1%
202 / 218
28.5%
14 / 204
71.7%
9 / 173
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-0.8%
81 / 88
28%
65 / 82
78.8%
8 / 74
150.6%
4 / 63
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