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.
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES5.6%
1 / 7
30.6%
3 / 7
99.7%
1 / 7
219.1%
1 / 7
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES3.4%
9 / 12
30.5%
3 / 11
78%
2 / 11
144.5%
1 / 10
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.4%
9 / 184
28.3%
5 / 180
78.2%
1 / 159
-
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.9%
9 / 63
23.9%
9 / 63
73%
2 / 57
101.5%
4 / 49
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.1%
12 / 15
20.4%
8 / 15
70.9%
3 / 15
128.5%
1 / 15
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-1%
103 / 110
20%
12 / 106
98.6%
1 / 101
158.2%
2 / 84
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.5%
-
19.9%
-
30.6%
-
62.7%
-
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.7%
-
18.9%
-
76.3%
-
128.4%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES1.9%
26 / 63
18.6%
30 / 63
67.1%
9 / 57
100.4%
6 / 49
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-0.8%
6 / 7
17.8%
5 / 7
80.2%
4 / 7
126.8%
5 / 7
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.1%
11 / 15
17.3%
10 / 15
30.1%
13 / 15
80.7%
9 / 15
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2.1%
5 / 15
13.7%
14 / 15
50.9%
8 / 15
90%
8 / 15
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.7%
8 / 15
11.8%
15 / 15
56.4%
7 / 15
114.9%
4 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES0.3%
7 / 7
11.3%
5 / 7
60.4%
2 / 6
93.6%
3 / 6
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.1%
19 / 63
10.9%
57 / 63
-
-
-
-
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES0.7%
57 / 63
6.7%
63 / 63
41.6%
35 / 57
73.8%
26 / 49
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.1%
11 / 184
5.6%
162 / 180
55.2%
9 / 159
105.3%
5 / 127
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS0.9%
2 / 2
28.4%
2 / 2
38.6%
1 / 2
38.5%
1 / 2
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS2.7%
33 / 290
27%
4 / 274
65.8%
1 / 229
98.5%
3 / 173
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS4.4%
7 / 110
23%
6 / 106
24.2%
52 / 101
18.5%
57 / 84
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.7%
7 / 11
20.9%
3 / 10
36.7%
3 / 10
130.7%
1 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS1.1%
57 / 60
19.6%
27 / 58
45.3%
16 / 52
79%
2 / 42
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.5%
-
18.2%
-
58%
-
99.3%
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS5.1%
2 / 110
17%
16 / 106
25.7%
48 / 101
17.8%
58 / 84
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.4%
8 / 11
12.8%
6 / 10
34.1%
4 / 10
63%
3 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS1.9%
42 / 110
12.7%
24 / 106
29.1%
39 / 101
29%
51 / 84
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS6.2%
2 / 11
12.1%
7 / 10
20.8%
8 / 10
41.1%
7 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS-1.4%
105 / 110
9.1%
50 / 106
33.5%
32 / 101
85.6%
18 / 84
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.2%
8 / 13
8.2%
1 / 12
50.7%
1 / 11
57.7%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.4%
6 / 13
5%
7 / 12
44.9%
3 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.8%
1 / 4
62.3%
1 / 4
130.6%
1 / 4
316.2%
1 / 4
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES1%
7 / 8
39.8%
1 / 8
69%
2 / 8
183.2%
1 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2%
52 / 102
34.8%
2 / 97
103.8%
2 / 86
169.4%
2 / 78
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES4%
1 / 8
34.2%
3 / 8
63.3%
3 / 8
151.8%
2 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4%
2 / 4
30.6%
2 / 4
74.8%
4 / 4
211.8%
3 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES1.6%
6 / 8
25.6%
7 / 8
77.2%
1 / 8
142.3%
4 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES3.9%
1 / 12
23.3%
5 / 12
82.3%
5 / 11
174.5%
5 / 11
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.4%
3 / 102
22.9%
27 / 97
107.6%
1 / 86
191.1%
1 / 78
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.3%
43 / 102
18.8%
70 / 97
67.8%
8 / 86
133.3%
10 / 78
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.2%
10 / 102
16.2%
88 / 97
56.3%
30 / 86
130.5%
14 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS0.1%
14 / 27
17.1%
6 / 23
18.5%
7 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.3%
70 / 339
12.3%
4 / 302
23%
12 / 258
70.1%
3 / 185
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0.6%
-
8.7%
-
15.1%
-
37.7%
-
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1.9%
21 / 72
3.8%
16 / 65
27.9%
14 / 56
40.8%
8 / 46
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1.8%
22 / 72
2.9%
24 / 65
33%
6 / 56
38.3%
10 / 46
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.2%
-
-1.7%
-
9.5%
-
13.7%
-
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME5.3%
6 / 23
29.5%
6 / 23
58.1%
12 / 23
125%
10 / 23
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.5%
4 / 8
22.2%
3 / 8
70.2%
2 / 8
103%
4 / 8
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.8%
5 / 8
21.8%
4 / 8
34%
7 / 8
55.8%
8 / 8
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.2%
8 / 50
18.1%
2 / 46
56.1%
5 / 36
97.1%
5 / 27
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.1%
7 / 8
17.6%
6 / 8
54.3%
4 / 8
129%
3 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.5%
46 / 50
16.6%
8 / 46
48.4%
17 / 36
122%
1 / 27
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-0.4%
253 / 259
15.1%
106 / 244
38.5%
164 / 222
78.4%
129 / 197
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.6%
25 / 50
11.5%
26 / 46
55.3%
6 / 36
92%
11 / 27
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.5%
4 / 50
10.1%
34 / 46
63.1%
1 / 36
92.6%
10 / 27
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.6%
24 / 50
8.6%
43 / 46
56.7%
4 / 36
101.9%
3 / 27
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME0.8%
143 / 502
7.6%
374 / 470
46.4%
39 / 374
89.7%
35 / 285
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.9%
12 / 23
42.2%
2 / 23
91.4%
4 / 23
135.7%
7 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH7.7%
3 / 23
40.1%
3 / 23
103.3%
3 / 23
233.5%
1 / 23
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH2.6%
16 / 23
26.8%
9 / 23
58.2%
11 / 23
144.3%
5 / 23
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH3.8%
8 / 23
24.7%
12 / 23
72%
8 / 23
123.2%
12 / 23
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.4%
127 / 259
21.9%
18 / 244
75.9%
3 / 222
144.6%
4 / 197
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH1.9%
60 / 259
21%
20 / 244
74.6%
4 / 222
138.1%
8 / 197
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1.5%
110 / 259
20.7%
23 / 244
72.4%
6 / 222
163.9%
3 / 197
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.4%
3 / 502
20.6%
23 / 470
90.8%
1 / 374
161.3%
1 / 285
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH1.1%
111 / 502
20%
28 / 470
75.4%
3 / 374
143.3%
2 / 285
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH2.1%
17 / 23
20%
16 / 23
59.8%
10 / 23
136.3%
6 / 23
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH1.5%
18 / 23
19.5%
17 / 23
52.4%
13 / 23
93.7%
20 / 23
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.3%
137 / 259
19.2%
32 / 244
62.6%
28 / 222
138.4%
6 / 197
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH2.4%
30 / 259
17.5%
50 / 244
73%
5 / 222
123.1%
19 / 197
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH2.1%
44 / 259
17.3%
54 / 244
101.2%
1 / 222
169.2%
1 / 197
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3%
10 / 23
15.4%
21 / 23
75%
7 / 23
106.5%
13 / 23
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH2.8%
-
14.8%
-
69.1%
-
111.4%
-
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH1.7%
82 / 259
14.3%
127 / 244
52.1%
80 / 222
113.8%
27 / 197
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.6%
75 / 502
13.8%
175 / 470
61.8%
12 / 374
127.2%
3 / 285
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.6%
214 / 259
11.8%
185 / 244
62.6%
27 / 222
92.8%
84 / 197
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH1.6%
100 / 259
11.7%
189 / 244
65.6%
16 / 222
-
-
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH1.6%
76 / 502
8.6%
352 / 470
62.8%
11 / 374
112.4%
14 / 285
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH1.7%
80 / 259
8.5%
228 / 244
55.8%
60 / 222
95.2%
75 / 197
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES4%
3 / 5
31.9%
1 / 5
99.6%
1 / 4
253.6%
1 / 4
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES1.9%
3 / 3
28%
1 / 3
87.3%
2 / 3
176.2%
2 / 3
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES6.7%
1 / 4
26.5%
1 / 4
131.1%
1 / 4
281.2%
1 / 4
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES2.8%
19 / 47
24.2%
3 / 45
72.5%
7 / 40
122.9%
8 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES4.2%
-
18.3%
-
95.5%
-
139.8%
-
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES4.1%
6 / 47
13.7%
34 / 45
76.2%
6 / 40
152.5%
2 / 36
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES8.2%
1 / 47
9.2%
42 / 45
118.1%
1 / 40
317.3%
1 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES3.3%
13 / 47
7.6%
44 / 45
81.6%
2 / 40
140%
5 / 36
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK7.7%
1 / 24
25.2%
2 / 24
30.8%
10 / 24
76.7%
11 / 24
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.1%
137 / 261
23.3%
5 / 237
42.4%
23 / 202
101.1%
5 / 172
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.4%
83 / 261
15.9%
22 / 237
51.5%
3 / 202
101.2%
4 / 172
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2%
19 / 290
13.8%
20 / 280
54.3%
2 / 242
101.3%
1 / 210
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.2%
134 / 290
12.9%
39 / 280
40.7%
19 / 242
86.2%
4 / 210
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.5%
3 / 16
12.3%
10 / 16
54.8%
2 / 14
80.2%
4 / 13
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.5%
75 / 290
9.6%
144 / 280
38.5%
26 / 242
64.1%
41 / 210
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.2%
141 / 290
9.2%
166 / 280
35%
48 / 242
76.1%
12 / 210
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
25 / 28
8.2%
16 / 28
30.2%
8 / 25
73.7%
3 / 23
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.7%
58 / 261
5.3%
199 / 237
43.8%
16 / 202
82%
23 / 172
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.2%
279 / 290
1.3%
274 / 280
22.3%
210 / 242
46.5%
160 / 210
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK3.2%
2 / 16
19.9%
7 / 16
47.2%
4 / 14
111.4%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.1%
14 / 28
15.3%
1 / 28
34.7%
4 / 25
77.1%
1 / 23
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.2%
4 / 16
9.2%
12 / 16
27.9%
9 / 14
27.5%
9 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.8%
141 / 206
8.9%
35 / 199
24.5%
55 / 173
59.5%
8 / 147
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.6%
12 / 206
8.2%
43 / 199
35.7%
3 / 173
65.5%
3 / 147
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1%
28 / 88
4.2%
30 / 82
20.7%
10 / 57
39.3%
3 / 45
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK0%
81 / 108
-3.3%
100 / 101
7.6%
51 / 79
18.6%
28 / 54
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.1%
53 / 78
-4.3%
72 / 74
8.9%
28 / 59
16.9%
26 / 49
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY4.6%
1 / 13
30.4%
2 / 11
36.5%
4 / 7
80.9%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY7%
1 / 1
24.6%
1 / 1
53.5%
1 / 1
165.7%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.7%
29 / 55
17%
1 / 54
22.7%
27 / 52
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY1.1%
22 / 55
10.3%
11 / 54
24.7%
23 / 52
44.6%
19 / 41
Fidelity Global Property
UT Property
View Factsheet
PROPERTY2.7%
8 / 55
0.6%
40 / 54
44.6%
5 / 52
72.7%
5 / 41
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST4.8%
1 / 2
38.9%
1 / 2
122.2%
1 / 2
173.7%
2 / 2
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST-1.9%
14 / 16
36.4%
2 / 16
51.8%
3 / 14
-
-
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST2.2%
9 / 23
29.7%
13 / 23
76.4%
8 / 22
170.9%
4 / 22
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST2.1%
-
28.3%
-
115.1%
-
187.4%
-
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST4.8%
4 / 110
27.4%
4 / 106
63.5%
5 / 101
127.9%
7 / 84
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST1.3%
11 / 23
27.2%
15 / 23
58.7%
12 / 22
146%
8 / 22
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST4.4%
1 / 9
22.9%
4 / 9
-10.1%
4 / 9
-12.3%
1 / 7
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST1.6%
1 / 3
20.8%
1 / 3
68%
1 / 2
163.3%
1 / 2
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-2.2%
6 / 6
20.2%
1 / 6
32.8%
2 / 6
-
-
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST3.5%
2 / 11
20%
9 / 11
86.5%
1 / 11
155%
1 / 10
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-1.3%
4 / 6
19.4%
1 / 4
112.5%
1 / 4
201.2%
2 / 4
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-0.1%
3 / 6
18.8%
2 / 4
93.8%
2 / 4
219.7%
1 / 4
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST3.1%
17 / 110
16.5%
17 / 106
62.6%
7 / 101
153.2%
3 / 84
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST3.1%
18 / 110
14%
20 / 106
48%
18 / 101
63.9%
26 / 84
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST0.5%
-
11.8%
-
57.2%
-
92.8%
-
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST-1.8%
12 / 30
9.7%
9 / 29
58.4%
3 / 26
191.6%
1 / 23
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-1%
102 / 110
6.6%
61 / 106
49.8%
16 / 101
179.3%
1 / 84
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST1.6%
3 / 8
6.6%
1 / 8
39.2%
2 / 7
66.2%
4 / 7
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST4.9%
3 / 110
-27.2%
104 / 106
15.6%
66 / 101
-18.9%
75 / 84
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS2%
4 / 16
13.3%
1 / 14
24.8%
1 / 13
67.7%
1 / 12
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.5%
11 / 17
10.7%
1 / 16
30.6%
1 / 16
87%
1 / 16
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1.3%
1 / 23
9.5%
3 / 23
24.4%
1 / 22
54.5%
1 / 21
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.6%
13 / 85
8.8%
3 / 83
20.3%
9 / 74
55.5%
3 / 64
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.9%
49 / 85
8.7%
4 / 83
16.1%
29 / 74
42.6%
6 / 64
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.9%
48 / 85
8.7%
5 / 83
17.6%
21 / 74
55.6%
2 / 64
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.8%
15 / 97
6.9%
3 / 90
22.1%
14 / 83
49.2%
3 / 69
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.7%
12 / 85
5.4%
15 / 83
20%
13 / 74
42.1%
7 / 64
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.7%
61 / 85
3.9%
25 / 83
13.1%
42 / 74
32.8%
23 / 64
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.5%
34 / 97
-
60 / 90
20.7%
26 / 83
34.6%
28 / 69
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.2%
1 / 98
23.8%
2 / 93
42.7%
1 / 85
130.9%
1 / 80
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.3%
8 / 24
22.4%
4 / 24
40.8%
4 / 24
125.4%
3 / 24
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.8%
15 / 24
20.3%
8 / 24
21.9%
16 / 24
90.7%
7 / 24
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME2.8%
7 / 65
20.2%
4 / 61
45.3%
3 / 52
105.6%
4 / 44
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.1%
3 / 24
16.1%
12 / 24
58.3%
2 / 24
129.1%
2 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.4%
48 / 98
13.1%
19 / 93
23%
67 / 85
67.9%
43 / 80
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.2%
24 / 98
12.6%
24 / 93
29.7%
26 / 85
92.7%
8 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.3%
83 / 98
10.3%
50 / 93
33.2%
12 / 85
83.1%
14 / 80
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.6%
17 / 24
10.1%
19 / 24
29.5%
12 / 24
69.9%
18 / 24
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2%
33 / 98
9.8%
55 / 93
35.5%
5 / 85
79.2%
19 / 80
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1%
66 / 98
9.6%
57 / 93
32.8%
16 / 85
81.3%
17 / 80
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
73 / 98
9.4%
59 / 93
34.2%
8 / 85
69.3%
40 / 80
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.3%
77 / 282
9.2%
226 / 275
47.9%
14 / 257
98.2%
40 / 244
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.1%
63 / 98
9.1%
61 / 93
31.3%
21 / 85
94.5%
7 / 80
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.4%
165 / 282
7.8%
245 / 275
32.7%
82 / 257
86.8%
59 / 244
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-0%
269 / 282
6%
258 / 275
24.9%
157 / 257
65.6%
136 / 244
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.1%
14 / 24
5.6%
22 / 24
35.7%
5 / 24
67.2%
20 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.1%
90 / 98
4%
85 / 93
25.4%
58 / 85
62%
53 / 80
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH7.3%
1 / 65
35.9%
2 / 61
84%
2 / 52
190%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH6%
3 / 282
34.4%
3 / 275
86.9%
2 / 257
181.9%
1 / 244
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH1.1%
12 / 15
28.3%
2 / 15
49.5%
3 / 14
156.2%
2 / 13
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH3.6%
26 / 282
24.2%
17 / 275
52.1%
8 / 257
-
-
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH7%
1 / 282
24.1%
18 / 275
65.3%
5 / 257
122%
12 / 244
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH5.7%
4 / 282
23.8%
20 / 275
67.1%
4 / 257
149.9%
3 / 244
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH3.7%
4 / 15
22.7%
6 / 15
48%
4 / 14
130.1%
5 / 13
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH2.6%
64 / 282
21.6%
24 / 275
48.1%
13 / 257
122.8%
10 / 244
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH2.9%
46 / 282
15.8%
62 / 275
42.1%
28 / 257
121.9%
13 / 244
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH4.7%
9 / 282
14.8%
82 / 275
56%
6 / 257
123.7%
9 / 244
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.3%
79 / 282
14.3%
90 / 275
41.8%
30 / 257
121.3%
14 / 244
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH2.1%
88 / 282
11.7%
161 / 275
48.9%
11 / 257
106.6%
24 / 244
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1.4%
179 / 282
10.7%
200 / 275
40.9%
33 / 257
97.9%
41 / 244
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-1.1%
15 / 15
9.5%
13 / 15
35%
6 / 14
121.5%
7 / 13
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH0.9%
235 / 282
9.4%
225 / 275
40.6%
34 / 257
74.3%
96 / 244
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH1.2%
201 / 282
4.5%
271 / 275
28%
111 / 257
61.9%
151 / 244
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH4.3%
3 / 65
3.9%
57 / 61
36.9%
7 / 52
108.6%
3 / 44
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH2.1%
95 / 282
3.5%
272 / 275
38.8%
38 / 257
82.6%
70 / 244
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES6.2%
-
67.4%
-
120.8%
-
247.1%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.1%
3 / 19
42.7%
4 / 17
66.4%
4 / 15
170.5%
6 / 15
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.5%
6 / 19
36.7%
5 / 17
65.4%
5 / 15
186.2%
2 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.5%
10 / 49
36%
9 / 49
62.6%
12 / 48
163%
7 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.4%
17 / 19
33.2%
7 / 17
77.4%
2 / 15
174.2%
4 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES8.5%
2 / 49
33%
11 / 49
78.9%
3 / 48
153.2%
12 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.4%
28 / 49
28.3%
24 / 49
69.9%
8 / 48
160.9%
9 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.8%
18 / 49
23.8%
36 / 49
61%
13 / 48
117.1%
29 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.2%
7 / 19
20.5%
13 / 17
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.3%
16 / 19
8.1%
16 / 17
46.1%
8 / 15
176.4%
3 / 15
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-3.2%
3 / 3
26.3%
1 / 3
87.6%
1 / 3
173.3%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-0.3%
80 / 91
26.2%
1 / 84
90.1%
3 / 74
158%
2 / 64
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES1.7%
18 / 91
19.6%
7 / 84
81.8%
4 / 74
170.3%
1 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES0.3%
1 / 7
18.9%
2 / 7
-
-
-
-
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES0.9%
5 / 6
17.2%
4 / 6
9.3%
5 / 5
29.5%
4 / 4
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES2.1%
3 / 6
15.4%
6 / 6
66.8%
2 / 5
104.5%
2 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-1.4%
90 / 91
12.5%
65 / 84
74.1%
9 / 74
137.1%
8 / 64
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES1%
56 / 91
11.7%
73 / 84
68.5%
27 / 74
141.8%
5 / 64
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-1.6%
13 / 44
9%
31 / 40
65%
2 / 32
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-0.7%
83 / 91
7.4%
84 / 84
66.3%
40 / 74
141%
6 / 64
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