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.
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-2.8%
45 / 60
41.2%
1 / 59
78.6%
6 / 55
105.3%
3 / 46
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES-2.4%
3 / 12
40.3%
3 / 11
83.8%
2 / 11
144.5%
1 / 10
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-3.3%
-
35.3%
-
83.3%
-
124.4%
-
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-2.2%
-
34.9%
-
44%
-
60.4%
-
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-3%
171 / 185
32.8%
54 / 181
79.4%
1 / 162
160.5%
1 / 139
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-4.5%
6 / 7
32.6%
3 / 7
84.3%
2 / 7
193.5%
2 / 7
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-2.1%
31 / 60
26.5%
19 / 59
63.8%
12 / 55
96.6%
6 / 46
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES1.9%
2 / 7
24.3%
6 / 7
43.7%
6 / 7
109.1%
5 / 7
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES0.6%
29 / 114
19.6%
9 / 109
65.5%
5 / 104
117.3%
7 / 89
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-3.3%
11 / 15
19.3%
9 / 15
29.9%
13 / 15
46.5%
11 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES-0.1%
3 / 7
17.5%
6 / 7
67.3%
3 / 6
101.4%
3 / 6
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.1%
2 / 15
16.6%
10 / 15
71%
5 / 15
114.5%
1 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-2.8%
47 / 60
14.9%
51 / 59
-
-
-
-
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-3.5%
12 / 15
14.9%
13 / 15
53.2%
7 / 15
70.4%
8 / 15
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2%
1 / 15
12.5%
15 / 15
41.8%
10 / 15
101.1%
4 / 15
Stewart Investors AsiaPacLdr
UT Specialist
View Factsheet
ASIA EQUITIES-1.6%
82 / 114
12.3%
39 / 109
37.1%
37 / 104
62.8%
25 / 89
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-4.6%
182 / 185
8.8%
172 / 181
38.8%
50 / 162
74.3%
14 / 139
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-3%
-
32.7%
-
68.7%
-
97.7%
-
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.7%
2 / 11
28.3%
3 / 10
68.9%
1 / 10
131.1%
1 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-1.2%
13 / 57
23.4%
27 / 56
55.4%
14 / 51
71.7%
5 / 43
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-2.5%
1 / 2
22.2%
2 / 2
72.9%
2 / 2
42.4%
1 / 2
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-1.1%
6 / 11
20.1%
5 / 10
31%
7 / 10
37.1%
7 / 9
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS-1.7%
84 / 114
19.1%
11 / 109
45.4%
25 / 104
6.7%
70 / 89
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-1.6%
83 / 114
19%
12 / 109
39.8%
33 / 104
8.2%
68 / 89
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-0.7%
-
18.7%
-
50%
-
92.5%
-
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS-1.4%
81 / 114
14.9%
22 / 109
34.2%
43 / 104
75.7%
20 / 89
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-1.4%
7 / 11
13.8%
8 / 10
28.7%
8 / 10
53.5%
3 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS-2.3%
87 / 114
7.7%
66 / 109
45%
26 / 104
17.3%
61 / 89
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-1%
10 / 13
6.8%
7 / 12
45.2%
1 / 11
52.4%
1 / 9
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-1%
11 / 13
4.5%
11 / 12
38.7%
3 / 11
45.4%
2 / 9
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.9%
1 / 4
62%
1 / 4
142%
1 / 4
286.6%
1 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES1.6%
1 / 8
37.4%
1 / 8
58.4%
3 / 8
112.4%
5 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-0.8%
3 / 4
36.4%
4 / 4
58.6%
4 / 4
157.6%
3 / 4
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES-0.3%
4 / 8
33.3%
3 / 8
47.3%
7 / 8
144.9%
1 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-0.3%
5 / 12
30.5%
6 / 12
82%
4 / 11
154.7%
5 / 11
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES-2.8%
7 / 8
26.6%
6 / 8
52.1%
5 / 8
123.5%
3 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.9%
68 / 102
24.7%
13 / 96
108.8%
1 / 87
142.8%
2 / 78
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.6%
46 / 102
24.1%
14 / 96
66.3%
6 / 87
110.9%
11 / 78
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.7%
54 / 102
23.6%
18 / 96
82.3%
2 / 87
150.8%
1 / 78
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.4%
42 / 102
22.5%
29 / 96
50.9%
32 / 87
107.3%
13 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS-0.4%
15 / 27
15.4%
4 / 23
25.3%
5 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.6%
126 / 342
13.5%
4 / 305
26.2%
5 / 242
60.8%
2 / 178
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0.6%
56 / 100
7.5%
20 / 83
20.7%
11 / 65
31.8%
6 / 49
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-0.1%
42 / 69
5.6%
11 / 64
22.9%
9 / 53
34.3%
6 / 48
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.7%
-
2%
-
8.2%
-
11.6%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-2%
69 / 69
-1.6%
61 / 64
21.9%
12 / 53
29.5%
11 / 48
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME0.4%
6 / 23
29.4%
7 / 23
63.5%
10 / 23
113.4%
13 / 23
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.8%
5 / 8
16.9%
4 / 8
69.9%
3 / 8
96%
4 / 8
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-1.2%
7 / 8
15.1%
6 / 8
47.8%
5 / 8
117.8%
3 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME2.3%
3 / 267
13.4%
156 / 246
48.5%
90 / 222
84.2%
115 / 199
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
6 / 52
12.4%
21 / 48
48.7%
14 / 37
93.1%
8 / 28
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1%
9 / 52
11.7%
24 / 48
52%
4 / 37
99.1%
5 / 28
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME1.3%
342 / 504
11.2%
355 / 488
45.6%
56 / 388
94.9%
40 / 298
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.9%
6 / 8
11.1%
8 / 8
43.8%
6 / 8
45.7%
8 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.1%
40 / 52
10.8%
31 / 48
45.8%
19 / 37
115.4%
1 / 28
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.9%
11 / 52
10.7%
35 / 48
56.3%
1 / 37
91.2%
9 / 28
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.3%
43 / 52
9.5%
41 / 48
44.9%
21 / 37
99.3%
4 / 28
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-3.6%
23 / 23
41%
3 / 23
89.3%
4 / 23
210.8%
2 / 23
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-2.1%
19 / 23
35.2%
4 / 23
103.2%
3 / 23
154.1%
4 / 23
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.4%
336 / 504
28.3%
19 / 488
88.2%
1 / 388
167.3%
2 / 298
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH0.3%
87 / 267
25.5%
7 / 246
83.6%
1 / 222
174.5%
2 / 199
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH0.4%
5 / 23
24.5%
11 / 23
55.2%
13 / 23
137.7%
6 / 23
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH0.9%
386 / 504
23.6%
65 / 488
77.5%
3 / 388
154.1%
3 / 298
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH-1.6%
248 / 267
22.1%
14 / 246
65.9%
11 / 222
123.5%
20 / 199
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH0.1%
11 / 23
21.9%
12 / 23
65%
9 / 23
121.3%
10 / 23
Janus Henderson GlGt
UT Global
View Factsheet
GLOBAL GROWTH0.8%
41 / 267
20.4%
23 / 246
64.6%
13 / 222
147.7%
4 / 199
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH-
-
19.6%
-
59%
-
107.5%
-
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH1.4%
2 / 23
19.2%
15 / 23
66.5%
7 / 23
132.8%
7 / 23
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH-0.4%
185 / 267
18.8%
37 / 246
59.3%
28 / 222
130.6%
11 / 199
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH-0.1%
134 / 267
18.8%
38 / 246
68.5%
7 / 222
143.5%
5 / 199
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-1.4%
493 / 504
18.7%
175 / 488
62.7%
11 / 388
142%
5 / 298
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH-0.4%
189 / 267
17.5%
55 / 246
55.8%
41 / 222
99.3%
60 / 199
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH-0.9%
231 / 267
16.7%
68 / 246
67%
8 / 222
163.7%
3 / 199
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.5%
74 / 267
15.9%
76 / 246
52.6%
60 / 222
95.9%
71 / 199
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH0.3%
9 / 23
14.8%
17 / 23
60.3%
12 / 23
122.3%
9 / 23
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH1%
3 / 23
14.6%
19 / 23
53.5%
14 / 23
96%
19 / 23
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH-0.7%
218 / 267
10%
217 / 246
48.1%
94 / 222
103.5%
50 / 199
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.6%
474 / 504
8%
415 / 488
57.3%
19 / 388
112.7%
21 / 298
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH0.7%
46 / 267
7.4%
236 / 246
48.5%
89 / 222
96.1%
68 / 199
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES7.5%
1 / 4
58.6%
1 / 4
200.9%
1 / 4
353.1%
1 / 4
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES0.7%
3 / 5
44%
1 / 5
121.9%
1 / 4
304.2%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES6.4%
1 / 47
42.8%
1 / 44
164%
1 / 40
322.5%
1 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES1.6%
62 / 111
27.4%
18 / 109
111.7%
1 / 93
161.6%
6 / 82
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES2.2%
3 / 47
25.5%
5 / 44
96.9%
2 / 40
181.8%
2 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES0.7%
10 / 47
25%
7 / 44
88.1%
5 / 40
168.6%
4 / 36
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES0.2%
3 / 3
19.1%
3 / 3
99.5%
3 / 3
198.9%
3 / 3
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES0.6%
11 / 47
17%
20 / 44
87.2%
6 / 40
140.2%
8 / 36
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK3%
2 / 24
27.5%
1 / 24
31.7%
6 / 24
62.6%
17 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0.6%
258 / 292
20.1%
4 / 279
50.7%
2 / 242
101.6%
1 / 219
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.3%
166 / 268
15.7%
33 / 241
50%
6 / 215
97.3%
4 / 181
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.5%
53 / 268
15.3%
41 / 241
46.3%
14 / 215
90.9%
8 / 181
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
257 / 268
14.3%
62 / 241
39.5%
39 / 215
83.1%
19 / 181
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.2%
142 / 292
13.3%
56 / 279
39.8%
15 / 242
81.2%
5 / 219
Janus Henderson Inst GblRsMg
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.1%
153 / 292
12.6%
77 / 279
31.3%
89 / 242
74.7%
12 / 219
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
119 / 292
12.4%
89 / 279
36.2%
25 / 242
62.3%
47 / 219
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-0.6%
23 / 28
8.4%
21 / 28
26.7%
16 / 25
63.5%
6 / 23
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
11 / 14
7.4%
10 / 14
45.3%
4 / 13
90.6%
3 / 13
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.9%
22 / 292
4.9%
265 / 279
18.1%
224 / 242
42%
180 / 219
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-0.3%
8 / 14
14.2%
7 / 14
44.7%
5 / 13
94.1%
2 / 13
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-0.1%
171 / 212
14%
1 / 202
32.8%
4 / 178
61.1%
3 / 154
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK-0.7%
24 / 28
11.1%
8 / 28
34.5%
2 / 25
64.8%
4 / 23
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.3%
101 / 212
8.8%
67 / 202
22.2%
69 / 178
53.1%
11 / 154
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK-1%
108 / 108
8.3%
17 / 101
7.2%
56 / 81
26%
14 / 55
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-1%
9 / 14
6.3%
12 / 14
22.8%
10 / 13
17.7%
13 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.3%
45 / 90
6.1%
32 / 82
18%
13 / 56
34.7%
8 / 49
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK-0.3%
57 / 80
3.4%
35 / 75
7.9%
29 / 62
16.7%
26 / 49
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY-1.3%
1 / 1
31.9%
1 / 1
45.9%
1 / 1
150.2%
1 / 1
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY-4.2%
12 / 13
14.9%
1 / 11
46.6%
1 / 9
184.9%
1 / 6
L&G UK Property
UT Property
View Factsheet
PROPERTY0.9%
9 / 50
8.8%
14 / 51
22.4%
23 / 49
47.5%
17 / 42
Kames Property Income
UT Property
View Factsheet
PROPERTY1.1%
7 / 50
7.2%
22 / 51
22%
24 / 49
-
-
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-1.5%
49 / 50
5%
34 / 51
32.5%
13 / 49
67.4%
7 / 42
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-5.8%
13 / 13
3.3%
10 / 11
15.6%
6 / 9
65%
6 / 6
Syncona Limited
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST6.8%
1 / 6
53%
1 / 6
77.7%
1 / 5
108.6%
4 / 5
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST-4.2%
2 / 2
34.6%
2 / 2
100.5%
2 / 2
203%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST-0.2%
-
27.8%
-
111.1%
-
218.8%
-
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-0%
4 / 6
24.2%
2 / 6
53.8%
2 / 5
210.4%
2 / 5
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST-1.5%
3 / 3
21.7%
1 / 3
77%
1 / 2
168.6%
1 / 2
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST2%
3 / 114
21.5%
6 / 109
56.9%
7 / 104
153.6%
2 / 89
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST-0.3%
58 / 114
21.4%
7 / 109
50.2%
16 / 104
101.9%
12 / 89
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST0.9%
3 / 6
18.7%
3 / 6
49.5%
3 / 5
218.5%
1 / 5
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST-0.2%
-
17.4%
-
58.7%
-
105%
-
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST2.4%
19 / 30
17.1%
13 / 29
37.4%
4 / 26
177.2%
1 / 22
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST1.6%
5 / 114
12.4%
38 / 109
49%
20 / 104
64.7%
24 / 89
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST1.2%
5 / 23
11.8%
15 / 23
49.4%
14 / 22
115.7%
9 / 22
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-0.9%
72 / 114
11.6%
44 / 109
14.7%
82 / 104
169.2%
1 / 89
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-0.7%
7 / 7
11.1%
1 / 6
32.6%
2 / 6
-
-
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-1.1%
10 / 11
11%
9 / 11
69.4%
1 / 11
145.3%
1 / 10
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST-0.6%
13 / 23
10.3%
17 / 23
58.5%
10 / 22
155.9%
4 / 22
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-3.9%
7 / 9
9.9%
4 / 9
51.5%
1 / 9
-17.2%
3 / 7
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-0.8%
7 / 7
3.6%
4 / 7
29.5%
2 / 6
53.3%
5 / 6
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-3.5%
101 / 114
-1%
96 / 109
40.3%
31 / 104
-26.3%
82 / 89
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS0.2%
12 / 16
15.4%
2 / 17
28.2%
1 / 12
57.3%
1 / 11
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.2%
6 / 17
15.1%
1 / 17
32.5%
1 / 16
71.8%
1 / 15
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1%
41 / 96
11.2%
1 / 94
20.2%
10 / 85
40.9%
7 / 76
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS0.4%
8 / 23
9.7%
2 / 23
27.7%
1 / 23
46.3%
1 / 21
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.4%
61 / 86
9.4%
4 / 83
19.9%
6 / 75
44.7%
3 / 68
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.7%
30 / 86
9.3%
6 / 83
18.4%
8 / 75
34.9%
8 / 68
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.1%
77 / 86
9.1%
7 / 83
16.3%
16 / 75
34.6%
9 / 68
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
71 / 86
7.7%
18 / 83
21.4%
3 / 75
44.3%
4 / 68
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.1%
16 / 96
6.2%
54 / 94
16.2%
34 / 85
31.2%
25 / 76
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
73 / 86
4.9%
53 / 83
13.7%
36 / 75
27.1%
26 / 68
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
45 / 99
24.7%
2 / 94
52.8%
2 / 85
116.6%
1 / 79
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME1.1%
24 / 79
24.3%
5 / 74
52.7%
6 / 63
104.3%
3 / 48
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.6%
4 / 24
23%
4 / 24
55.8%
2 / 24
117.4%
2 / 24
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1%
118 / 278
17.2%
52 / 273
48%
29 / 256
97%
22 / 243
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.9%
9 / 24
14.6%
10 / 24
40.7%
4 / 24
105.3%
3 / 24
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
43 / 99
13.8%
19 / 94
29.8%
43 / 85
87.6%
8 / 79
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.9%
39 / 99
13.2%
26 / 94
33.7%
19 / 85
86.8%
9 / 79
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.4%
5 / 24
12.7%
14 / 24
31.2%
8 / 24
66.3%
11 / 24
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.3%
66 / 99
12.4%
32 / 94
37.6%
7 / 85
75%
13 / 79
Janus Henderson GlCrUKInc
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.4%
48 / 278
11.9%
172 / 273
29.6%
162 / 256
78.3%
65 / 243
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.7%
21 / 24
10.8%
19 / 24
31.7%
7 / 24
74.3%
8 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.8%
5 / 99
9.5%
63 / 94
36.9%
9 / 85
73.3%
18 / 79
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.4%
87 / 99
9%
66 / 94
30.5%
38 / 85
68.1%
26 / 79
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.2%
96 / 99
8.7%
70 / 94
29.8%
44 / 85
72.4%
19 / 79
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.5%
12 / 24
7.6%
22 / 24
30.9%
10 / 24
64.9%
15 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.4%
16 / 99
7.4%
82 / 94
23.6%
70 / 85
55.3%
58 / 79
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME0.3%
220 / 278
6.8%
253 / 273
18.8%
250 / 256
60.7%
131 / 243
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
40 / 99
6%
86 / 94
22.3%
72 / 85
54.8%
59 / 79
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH-0.1%
65 / 79
30.6%
2 / 74
79.7%
2 / 63
164.5%
2 / 48
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.9%
6 / 15
30.5%
3 / 15
61.6%
3 / 14
124.1%
4 / 13
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH-1.1%
271 / 278
28.6%
8 / 273
64.9%
8 / 256
114.4%
11 / 243
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH2.3%
11 / 278
27%
12 / 273
77.7%
3 / 256
143.9%
3 / 243
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH0.5%
200 / 278
26.1%
14 / 273
73.3%
5 / 256
153.6%
2 / 243
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH-0.1%
241 / 278
25.3%
16 / 273
53.8%
11 / 256
-
-
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH0.7%
168 / 278
24.9%
17 / 273
45.3%
35 / 256
123.1%
7 / 243
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH1.5%
34 / 278
22.6%
26 / 273
52.6%
15 / 256
115.7%
10 / 243
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH0.7%
178 / 278
18.6%
44 / 273
49%
27 / 256
113.7%
12 / 243
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-0.2%
245 / 278
17.5%
51 / 273
52.3%
16 / 256
103.7%
18 / 243
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH-0.3%
250 / 278
16.8%
55 / 273
39.4%
69 / 256
94.4%
25 / 243
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH0.7%
180 / 278
15.4%
77 / 273
42.3%
50 / 256
110%
15 / 243
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH2.1%
3 / 15
15.2%
8 / 15
57.2%
4 / 14
132.3%
3 / 13
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH0.4%
208 / 278
14.7%
87 / 273
49.4%
24 / 256
73.9%
76 / 243
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-
8 / 15
13.2%
10 / 15
31.5%
9 / 14
99.8%
7 / 13
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH-0.9%
267 / 278
13.1%
121 / 273
37.5%
78 / 256
79%
64 / 243
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-0.2%
66 / 79
12.6%
29 / 74
45.5%
10 / 63
93.4%
6 / 48
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH-0.3%
57 / 114
4.4%
78 / 109
29.3%
54 / 104
57.8%
29 / 89
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES-1%
-
48.7%
-
127%
-
217.7%
-
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.4%
11 / 19
36.5%
5 / 17
72.1%
8 / 16
157.1%
5 / 15
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.9%
18 / 19
36%
7 / 17
83%
5 / 16
156%
6 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.5%
38 / 50
34.2%
5 / 48
91.9%
2 / 47
161.6%
4 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.3%
24 / 50
33.1%
7 / 48
74.8%
10 / 47
151.5%
10 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1%
10 / 50
28.7%
18 / 48
71.9%
16 / 47
118.3%
26 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
9 / 19
26%
12 / 17
85.8%
4 / 16
164%
2 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.2%
32 / 50
25.9%
30 / 48
76.2%
8 / 47
139.6%
16 / 45
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.5%
10 / 19
18.6%
14 / 17
22.3%
15 / 16
161.7%
3 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.2%
3 / 19
15.9%
15 / 17
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES-0.7%
85 / 87
13.9%
23 / 83
70.2%
5 / 77
181.8%
1 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-0.3%
8 / 8
12.3%
2 / 7
77.6%
1 / 7
-
-
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES2.3%
2 / 3
12.3%
1 / 3
85.1%
1 / 3
192.2%
1 / 3
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES0.3%
55 / 87
10.8%
53 / 83
53.6%
53 / 77
141.6%
24 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES2.5%
1 / 6
10.1%
3 / 6
67.9%
1 / 5
123.6%
2 / 5
VT De Lisle America
UT North America
View Factsheet
US EQUITIES0.1%
61 / 87
7.1%
72 / 83
79.2%
3 / 77
165.1%
2 / 64
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES0.6%
43 / 87
6.1%
73 / 83
64.9%
13 / 77
151.1%
7 / 64
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-1.2%
6 / 6
3.7%
4 / 6
18.1%
5 / 5
25.5%
5 / 5
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-0.4%
45 / 45
2%
41 / 42
60%
4 / 32
133.2%
3 / 28
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES1.4%
15 / 87
0.5%
82 / 83
50.2%
63 / 77
141.8%
21 / 64
Data provided by

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