Investment funds in Mixed Investment 40-85% Shares

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
S&W Acacia
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3.1%
15 / 292
22.6%
1 / 280
53%
2 / 240
95%
2 / 219
0.51%
MFM Hathaway
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2.4%
65 / 292
21.3%
2 / 280
47.1%
6 / 240
82.3%
5 / 219
1.58%
Aberdeen Divfd Cre Advntr
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2.6%
47 / 292
19.7%
3 / 280
-
-
-
-
0.45%
Rathbone Sussex Growth
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4%
4 / 292
19.7%
4 / 280
47.1%
8 / 240
79.9%
6 / 219
1.33%
Royal London Sus Wrld Trst
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1%
252 / 292
17.8%
5 / 280
50.5%
4 / 240
98.3%
1 / 219
0.77%
Premier Diversified
View Factsheet
1.7%
157 / 292
17.7%
6 / 280
44.6%
11 / 240
54.7%
82 / 219
0.67%
SVS TPI Aggressive 6
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1.9%
140 / 292
17.7%
7 / 280
-
-
-
-
0.6%
M&G Episode Growth
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2.6%
45 / 292
16.4%
8 / 280
38.8%
22 / 240
57.5%
59 / 219
0.94%
Rathbone Sherwood
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3.3%
12 / 292
16.3%
9 / 280
41.5%
17 / 240
67%
19 / 219
1.22%
IFSL TlyBtnGlAgGP
View Factsheet
3.3%
8 / 292
15.9%
10 / 280
-
-
-
-
-
Liontrust SF Managed
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1.6%
176 / 292
15.9%
11 / 280
41%
18 / 240
73.7%
11 / 219
0.85%
Scottish Friendly Managed Growth
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2.9%
25 / 292
15.5%
12 / 280
32.5%
86 / 240
63.1%
34 / 219
1.46%
Practical Investment
View Factsheet
2.2%
81 / 292
15.5%
13 / 280
33.4%
72 / 240
65.4%
24 / 219
1.16%
SVS TPI Growth 6
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1.6%
174 / 292
15.5%
14 / 280
-
-
-
-
0.6%
Barclays Growth Portfolio
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3.4%
6 / 292
15.4%
15 / 280
24.6%
189 / 240
42.3%
171 / 219
-
Barclays Div & Gth Pfl
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3.3%
7 / 292
15.2%
16 / 280
25.7%
175 / 240
45.1%
155 / 219
-
Threadneedle Advntr Pathway
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2.3%
75 / 292
15%
17 / 280
-
-
-
-
0.65%
Omnis Mgd Adven
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3.5%
5 / 292
15%
18 / 280
46.1%
10 / 240
76.8%
8 / 219
0.91%
Baillie Gifford Managed
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2.2%
88 / 292
14.9%
19 / 280
48.5%
5 / 240
71.1%
13 / 219
0.42%
S&W Pityoulish
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2.9%
19 / 292
14.5%
20 / 280
43.2%
13 / 240
67.6%
16 / 219
1.34%
Omnis MM Adven
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3.1%
13 / 292
14.2%
21 / 280
42.4%
15 / 240
69%
15 / 219
1.46%
LF Seneca Diversified Growth
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2%
114 / 292
14.1%
22 / 280
35%
50 / 240
56%
72 / 219
1.23%
S&W Ourax
View Factsheet
1.1%
239 / 292
14%
23 / 280
40.2%
21 / 240
66.4%
21 / 219
0.91%
IFSL TlyBtnvGlGrPf
View Factsheet
2.8%
26 / 292
14%
24 / 280
-
-
-
-
-
HSBC Wld Seltn Advntr Pfl
View Factsheet
2.2%
89 / 292
14%
25 / 280
50.7%
3 / 240
-
-
0.8%
Neptune Balanced
View Factsheet
1.9%
133 / 292
13.8%
26 / 280
35.3%
44 / 240
53.9%
86 / 219
0.87%
S&W The Touchstone
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3%
17 / 292
13.7%
27 / 280
34%
65 / 240
-
-
1.14%
SVS TPI Aggressive 1
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2.3%
71 / 292
13.7%
28 / 280
-
-
-
-
1.08%
S&W Marathon
View Factsheet
2.6%
50 / 292
13.7%
29 / 280
34.8%
53 / 240
58.3%
57 / 219
1.04%
IFSL James Hambro Rires
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2%
121 / 292
13.7%
30 / 280
34.9%
52 / 240
60%
48 / 219
1.36%
Zurich Horizon Multi-Asset IV
View Factsheet
1.7%
171 / 292
13.4%
31 / 280
44.5%
12 / 240
-
-
0.8%
MGTS Greystone Bal Managed
View Factsheet
1.9%
143 / 292
13.4%
32 / 280
36.3%
33 / 240
59.1%
52 / 219
1.75%
S&W MF
View Factsheet
2.5%
51 / 292
13.4%
33 / 280
43%
14 / 240
66.7%
20 / 219
1.28%
HC Sequel Gbl Trg Inc Str
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1.6%
182 / 292
13.3%
34 / 280
35.4%
43 / 240
67.4%
17 / 219
1.58%
Newton Gth and Inc For Chrts
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0.4%
280 / 292
13.2%
35 / 280
34.1%
63 / 240
-
-
0.65%
Lazard Managed Balanced
View Factsheet
1.9%
126 / 292
13.2%
36 / 280
34.6%
57 / 240
61.4%
40 / 219
0.88%
LF Navajo
View Factsheet
2.8%
29 / 292
12.9%
37 / 280
35.2%
45 / 240
66%
22 / 219
1.48%
Sand Aire First Ilona Bal Cap
View Factsheet
2.7%
39 / 292
12.9%
38 / 280
33.5%
71 / 240
48.7%
129 / 219
1.11%
Liontrust SF Caut Mngd
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1%
255 / 292
12.8%
39 / 280
31.5%
97 / 240
-
-
1.05%
HSBC Gbl Strat Dyn Pfl
View Factsheet
1.4%
207 / 292
12.8%
40 / 280
46.2%
9 / 240
74.9%
9 / 219
0.21%
BlackRock Armed Frcs Com Inv
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2.1%
104 / 292
12.7%
41 / 280
35.5%
40 / 240
60.4%
47 / 219
-
S&W Sylvan Bromfield
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3.3%
9 / 292
12.7%
42 / 280
36.5%
30 / 240
64.1%
30 / 219
1.04%
Thesis Juniper
View Factsheet
1.1%
244 / 292
12.7%
43 / 280
33.7%
69 / 240
59.9%
49 / 219
0.63%
Marlborough Extra Income
View Factsheet
0.1%
287 / 292
12.7%
44 / 280
28.5%
140 / 240
56.5%
69 / 219
0.88%
Barclays Wealth Gbl Mkts 4
View Factsheet
1.5%
189 / 292
12.6%
45 / 280
30%
122 / 240
43.9%
162 / 219
0.45%
Stan Life Inv Gbl Advtg
View Factsheet
2.2%
80 / 292
12.6%
46 / 280
35.8%
35 / 240
60.4%
46 / 219
0.66%
Man GLG Balanced Managed
View Factsheet
2.2%
79 / 292
12.6%
47 / 280
28.5%
142 / 240
56%
73 / 219
0.9%
S&W Headway
View Factsheet
2.9%
20 / 292
12.6%
48 / 280
29.8%
126 / 240
44.1%
160 / 219
1.82%
Thesis Thameside Managed
View Factsheet
2%
115 / 292
12.4%
49 / 280
28.4%
145 / 240
52.7%
100 / 219
2.17%
BlackRock Bal Managed
View Factsheet
1.5%
194 / 292
12.4%
50 / 280
29.8%
124 / 240
45.7%
149 / 219
-
TM Levitas A
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2.8%
33 / 292
12.4%
51 / 280
32.8%
80 / 240
52.3%
103 / 219
2.28%
Old Mutual Fdtn 4
View Factsheet
1.9%
137 / 292
12.4%
52 / 280
33.6%
70 / 240
-
-
0.8%
S&W Pendennis
View Factsheet
2%
119 / 292
12.3%
53 / 280
33%
76 / 240
63.8%
32 / 219
0.79%
UBS (UK) Gbl Gth Allocation
View Factsheet
1.8%
150 / 292
12.2%
54 / 280
-
-
-
-
1.04%
Thesis The Global Multi Asset
View Factsheet
2.8%
30 / 292
12.2%
55 / 280
35.2%
46 / 240
56.5%
68 / 219
2.26%
SVS TPI Balanced 1
View Factsheet
1.4%
209 / 292
12.1%
56 / 280
-
-
-
-
0.85%
SVS TPI Aggressive 7
View Factsheet
2.8%
35 / 292
12.1%
57 / 280
-
-
-
-
0.62%
LF Ruffer European
View Factsheet
1.9%
130 / 292
12%
58 / 280
23.6%
194 / 240
46.5%
142 / 219
1.28%
Close Balanced Portfolio
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1.4%
215 / 292
12%
59 / 280
22%
207 / 240
49.1%
126 / 219
0.88%
FP Russell Investments MAGth V
View Factsheet
2.5%
56 / 292
12%
60 / 280
-
-
-
-
0.91%
Sand Aire First Ilona LgTm Cap
View Factsheet
2.6%
48 / 292
12%
61 / 280
33%
77 / 240
53.9%
85 / 219
1.1%
BlackRock Charifaith ComInv
View Factsheet
1.5%
200 / 292
12%
62 / 280
32.6%
84 / 240
55.1%
79 / 219
-
Premier MultiAsset Gth & Inc
View Factsheet
2.1%
108 / 292
11.8%
63 / 280
40.3%
20 / 240
77.6%
7 / 219
1.6%
LF The Abbotsford
View Factsheet
2.9%
23 / 292
11.8%
64 / 280
32.9%
79 / 240
61.4%
41 / 219
1.18%
The Hendom
View Factsheet
2.1%
101 / 292
11.7%
65 / 280
29.8%
127 / 240
46.9%
139 / 219
1.43%
IFSL James Hambro Harrier Cap Gth
View Factsheet
1.7%
156 / 292
11.7%
66 / 280
30.7%
110 / 240
56.6%
66 / 219
1.5%
SVS TPI Growth 2
View Factsheet
1.9%
139 / 292
11.7%
67 / 280
-
-
-
-
1.07%
ACUMEN Progressive Ptfl
View Factsheet
2.3%
74 / 292
11.7%
68 / 280
28%
149 / 240
-
-
1.19%
S&W Blu-Frog Investment
View Factsheet
2%
112 / 292
11.6%
69 / 280
35.9%
34 / 240
67%
18 / 219
1.1%
Scot Wid Advn Gth
View Factsheet
3.3%
10 / 292
11.6%
70 / 280
38.2%
23 / 240
59.1%
53 / 219
1.75%
MI Hawksmoor Dist
View Factsheet
2.4%
64 / 292
11.4%
71 / 280
35.5%
41 / 240
62.8%
36 / 219
1.72%
IFSL Brooks Macdd Bal
View Factsheet
2%
113 / 292
11.4%
72 / 280
29.1%
135 / 240
47.5%
136 / 219
1.28%
The Buckingham
View Factsheet
2.5%
58 / 292
11.4%
73 / 280
27.1%
159 / 240
40.5%
178 / 219
1.31%
Premier Liberation VI
View Factsheet
2.3%
78 / 292
11.3%
74 / 280
37.1%
28 / 240
64.9%
27 / 219
1.44%
OM Cirilium Moderate Pf
View Factsheet
2.7%
41 / 292
11.3%
75 / 280
37.2%
26 / 240
63.6%
33 / 219
1.24%
Wesleyan ModHiRiskRewardInc
View Factsheet
0.6%
278 / 292
11.3%
76 / 280
-
-
-
-
1.4%
VT MA DRP VIII
View Factsheet
2.8%
32 / 292
11.2%
77 / 280
33.8%
68 / 240
26.5%
216 / 219
0.37%
Omnis Mgd Bal
View Factsheet
2.4%
63 / 292
11.2%
78 / 280
36.3%
32 / 240
62.2%
37 / 219
0.87%
Zurich Hrzn MA III
View Factsheet
1.1%
236 / 292
11.2%
79 / 280
35.7%
36 / 240
-
-
0.81%
LF New Viaduct
View Factsheet
2.5%
53 / 292
11.2%
80 / 280
35.1%
47 / 240
74.5%
10 / 219
1.23%
Invesco Perp Gbl Bal Ind
View Factsheet
1.5%
190 / 292
11.2%
81 / 280
34.6%
56 / 240
65.4%
23 / 219
0.7%
Thesis Lockerley
View Factsheet
1.3%
221 / 292
11.1%
82 / 280
32.1%
90 / 240
53.3%
93 / 219
1.43%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
2.2%
85 / 292
11.1%
83 / 280
23%
197 / 240
34.3%
210 / 219
2.22%
Jupiter Merlin Bal Pfl
View Factsheet
1.1%
240 / 292
11.1%
84 / 280
35.4%
42 / 240
59%
55 / 219
1.63%
BlackRock Bal Growth Pfl
View Factsheet
0.6%
275 / 292
11.1%
85 / 280
29.5%
128 / 240
46.4%
144 / 219
0.97%
IFSL James Hambro Barnham Broom
View Factsheet
1.6%
179 / 292
11%
86 / 280
32.3%
88 / 240
58.9%
56 / 219
1.48%
IFSL James Hambro Penrhos
View Factsheet
1.6%
175 / 292
11%
87 / 280
29.2%
133 / 240
53.3%
91 / 219
1.89%
Elite Balanced
View Factsheet
2.1%
106 / 292
11%
88 / 280
27.8%
151 / 240
49%
127 / 219
1.88%
F&C MM Navigator Progressive
View Factsheet
2.1%
100 / 292
10.9%
89 / 280
35%
49 / 240
64%
31 / 219
1.79%
Vanguard LifeStrategy80%Equi
View Factsheet
1.3%
224 / 292
10.9%
90 / 280
40.3%
19 / 240
71.7%
12 / 219
0.22%
TC Share Centre Multi Mgr Bal
View Factsheet
0.6%
276 / 292
10.9%
91 / 280
33.2%
75 / 240
51.3%
113 / 219
1.74%
FP Russell Investments MAGth IV
View Factsheet
2.1%
107 / 292
10.9%
92 / 280
-
-
-
-
0.96%
MI CharStMuAs4Gwt
View Factsheet
1.9%
135 / 292
10.8%
93 / 280
21.4%
213 / 240
35.6%
203 / 219
0.94%
LF Greenmount
View Factsheet
2.4%
61 / 292
10.8%
94 / 280
32.2%
89 / 240
48.9%
128 / 219
1.3%
LF Canlife Portfolio VI
View Factsheet
1.9%
127 / 292
10.8%
95 / 280
28.5%
141 / 240
-
-
0.87%
OM Cirilium Dynamic Pass Pf
View Factsheet
2.7%
40 / 292
10.8%
96 / 280
42%
16 / 240
-
-
0.6%
Janus Henderson Inst GblRsMg
View Factsheet
0.7%
269 / 292
10.8%
97 / 280
30.9%
106 / 240
70.1%
14 / 219
0.84%
Vanguard Tgt Retm 2045
View Factsheet
1.3%
222 / 292
10.8%
98 / 280
-
-
-
-
0.24%
FP Mattioli Woods Balanced
View Factsheet
1.6%
181 / 292
10.8%
99 / 280
25.6%
178 / 240
46.8%
140 / 219
1.89%
IFSL James Hambro Master
View Factsheet
1.6%
183 / 292
10.7%
100 / 280
30.4%
116 / 240
55.9%
74 / 219
1%
Schroder Managed Balanced
View Factsheet
2.5%
60 / 292
10.7%
101 / 280
29.8%
125 / 240
50.7%
117 / 219
0.94%
Vanguard Tgt Retm 2055
View Factsheet
1.3%
225 / 292
10.7%
102 / 280
-
-
-
-
0.24%
Close Managed Balanced
View Factsheet
2%
109 / 292
10.7%
103 / 280
31%
105 / 240
52.4%
102 / 219
1.14%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
1.7%
166 / 292
10.7%
104 / 280
34.8%
54 / 240
45.3%
153 / 219
0.85%
Thesis Stratford
View Factsheet
1.4%
211 / 292
10.7%
105 / 280
29.1%
136 / 240
46.2%
145 / 219
1.39%
Scot Wid IPS Growth Portfolio
View Factsheet
1.2%
230 / 292
10.6%
106 / 280
36.5%
31 / 240
60.8%
43 / 219
0.9%
LF New Floco
View Factsheet
1.7%
163 / 292
10.6%
107 / 280
47.1%
7 / 240
92.9%
3 / 219
0.88%
SVSBrownShipleyGth
View Factsheet
2.1%
99 / 292
10.6%
108 / 280
30.8%
108 / 240
57%
63 / 219
1.28%
LF JOHIM Arbor
View Factsheet
3%
16 / 292
10.6%
109 / 280
31.2%
101 / 240
52.2%
105 / 219
1.48%
Baring Targeted Return
View Factsheet
1.9%
125 / 292
10.5%
110 / 280
21.5%
211 / 240
36.3%
200 / 219
-
L&G MM Balanced Trust
View Factsheet
2.2%
84 / 292
10.5%
111 / 280
27.3%
157 / 240
36.5%
198 / 219
1.45%
HC Stirling House Growth
View Factsheet
1.4%
216 / 292
10.5%
112 / 280
29.1%
134 / 240
-
-
1.79%
Marlborough Balanced
View Factsheet
2%
117 / 292
10.5%
113 / 280
35.1%
48 / 240
50.7%
116 / 219
1.75%
Vanguard Tgt Retm 2040
View Factsheet
1.3%
229 / 292
10.4%
114 / 280
-
-
-
-
0.24%
S&W Sylvan Hornbeam
View Factsheet
4.7%
1 / 292
10.4%
115 / 280
34.6%
58 / 240
56.6%
67 / 219
0.64%
Royal Bank of Scot Balanced Growth
View Factsheet
1.4%
214 / 292
10.4%
116 / 280
29.5%
129 / 240
51%
114 / 219
1.98%
Thesis Wharton
View Factsheet
1.4%
218 / 292
10.4%
117 / 280
29.1%
137 / 240
46.1%
146 / 219
1.39%
EF Brompton Global Growth
View Factsheet
2.8%
27 / 292
10.4%
118 / 280
36.8%
29 / 240
-
-
1.87%
PUTM Growth
View Factsheet
1.7%
172 / 292
10.4%
119 / 280
33.3%
74 / 240
59.3%
50 / 219
0.19%
7IM AAP Moderately Advtur
View Factsheet
2.3%
72 / 292
10.3%
120 / 280
26.1%
170 / 240
52.1%
106 / 219
0.63%
Vanguard Tgt Retm 2050
View Factsheet
0.9%
261 / 292
10.3%
121 / 280
-
-
-
-
0.24%
LF OHP
View Factsheet
1.7%
161 / 292
10.3%
122 / 280
35.6%
37 / 240
59%
54 / 219
1.37%
Thesis Oenoke
View Factsheet
1.8%
154 / 292
10.3%
123 / 280
37.4%
24 / 240
61.6%
39 / 219
1.22%
Sarasin FoF-Gbl Div Grw
View Factsheet
2.5%
55 / 292
10.2%
124 / 280
25.7%
176 / 240
-
-
1.39%
Marks & Spencer Worldwide Mgd
View Factsheet
1.9%
128 / 292
10.2%
125 / 280
34.7%
55 / 240
60.9%
42 / 219
1.43%
7IM Moderately Adventurous
View Factsheet
2.9%
24 / 292
10.2%
126 / 280
26.7%
165 / 240
54.3%
83 / 219
1.35%
TM UBS (UK) UK Growth
View Factsheet
1.1%
249 / 292
10.1%
127 / 280
30%
121 / 240
49.8%
123 / 219
1.36%
Threadneedle Mgd Eq Focused
View Factsheet
1.2%
233 / 292
10.1%
128 / 280
31.4%
99 / 240
55.1%
80 / 219
1.02%
Sarasin Alpha CIF fr Endm
View Factsheet
1%
251 / 292
10%
129 / 280
28.2%
146 / 240
53.3%
92 / 219
0.96%
Janus Henderson MMMng
View Factsheet
2%
118 / 292
10%
130 / 280
31.1%
103 / 240
55.3%
78 / 219
1.52%
Threadneedle Navigator Gth Mgd
View Factsheet
1.5%
197 / 292
10%
131 / 280
32.1%
91 / 240
58%
58 / 219
1.49%
HL MMgrBalMgd
View Factsheet
2.7%
36 / 292
10%
132 / 280
37.2%
25 / 240
61.8%
38 / 219
-
HSBC Gbl Strat Bal Pfl
View Factsheet
0.9%
259 / 292
10%
133 / 280
34%
67 / 240
57.4%
61 / 219
0.19%
Vanguard Tgt Retm 2035
View Factsheet
1.1%
243 / 292
9.9%
134 / 280
-
-
-
-
0.24%
Scot Wid Progressive Growth
View Factsheet
2.5%
59 / 292
9.9%
135 / 280
33.4%
73 / 240
52%
109 / 219
1.77%
Royal Bank of Scot Balanced
View Factsheet
1.1%
246 / 292
9.9%
136 / 280
28.5%
143 / 240
45.9%
147 / 219
-
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
1.9%
131 / 292
9.8%
137 / 280
32.4%
87 / 240
56.3%
70 / 219
1.5%
Rathbone CorInvFdForCha
View Factsheet
1.1%
250 / 292
9.8%
138 / 280
-
-
-
-
-
Family Balanced International
View Factsheet
1.9%
138 / 292
9.8%
139 / 280
26%
171 / 240
42%
173 / 219
-
Royal London GMAP Adventurous
View Factsheet
1.6%
173 / 292
9.7%
140 / 280
-
-
-
-
0.59%
Architas MA Active Prog
View Factsheet
2.1%
98 / 292
9.7%
141 / 280
34.5%
59 / 240
57.3%
62 / 219
1.5%
Clmt Ass
View Factsheet
1.1%
247 / 292
9.7%
142 / 280
34.4%
60 / 240
64.9%
26 / 219
1.24%
Margetts Select Strategy
View Factsheet
2.5%
52 / 292
9.7%
143 / 280
29.8%
123 / 240
53.6%
88 / 219
1.39%
Scot Wid Advn Sol
View Factsheet
2.7%
38 / 292
9.7%
144 / 280
34.3%
61 / 240
59.2%
51 / 219
1.35%
TM UBSUKGbl Growth
View Factsheet
1.8%
153 / 292
9.7%
145 / 280
31.6%
95 / 240
53.2%
96 / 219
1.59%
VT MA DRP VII
View Factsheet
2.3%
70 / 292
9.7%
146 / 280
30%
120 / 240
39.5%
187 / 219
0.27%
Newton Gbl Balanced
View Factsheet
-0.1%
291 / 292
9.7%
147 / 280
30.4%
115 / 240
56.2%
71 / 219
0.5%
UBS Global Allocation UK
View Factsheet
1.5%
196 / 292
9.6%
148 / 280
26.3%
169 / 240
49.5%
125 / 219
0.81%
S&W Plain Andrews
View Factsheet
2.6%
43 / 292
9.6%
149 / 280
28.5%
144 / 240
39.6%
186 / 219
1.52%
Courtiers TR Balanced Risk
View Factsheet
2.2%
96 / 292
9.6%
150 / 280
31.9%
93 / 240
64.7%
28 / 219
-
LF PruDy40-80Pf
View Factsheet
2.6%
46 / 292
9.6%
151 / 280
27.6%
154 / 240
50.5%
119 / 219
1.53%
Scot Wid Stgc Gth Pfl
View Factsheet
2.6%
49 / 292
9.6%
152 / 280
32.8%
82 / 240
53.5%
89 / 219
1.57%
Aviva Inv MM 40-85% shares
View Factsheet
2.2%
91 / 292
9.6%
153 / 280
34%
66 / 240
56.8%
64 / 219
1.49%
MGTS Fut Money Dyn Gth
View Factsheet
2.8%
28 / 292
9.6%
154 / 280
29.5%
130 / 240
51.4%
111 / 219
1.46%
EdenTree Amity Bal FdFor Chrt
View Factsheet
0.7%
272 / 292
9.6%
155 / 280
22.7%
201 / 240
45.1%
154 / 219
0.66%
IFSL James Hambro Harrier Bal
View Factsheet
1.4%
220 / 292
9.6%
156 / 280
-
-
-
-
1.5%
Vanguard Tgt Retm 2030
View Factsheet
1%
256 / 292
9.4%
157 / 280
-
-
-
-
0.24%
S&W Lancaster
View Factsheet
2.9%
21 / 292
9.3%
158 / 280
31.8%
94 / 240
47.4%
137 / 219
1.93%
Thesis Optima Growth
View Factsheet
1.9%
142 / 292
9.3%
159 / 280
27.8%
152 / 240
52.8%
98 / 219
1.44%
LF New Grande Motte
View Factsheet
1.8%
151 / 292
9.3%
160 / 280
31.5%
96 / 240
63%
35 / 219
1.14%
WSSF 5 Aggressive Pfl
View Factsheet
1.4%
210 / 292
9.3%
161 / 280
35.5%
39 / 240
60.5%
45 / 219
1.28%
MGTS IBOSS 4
View Factsheet
2.2%
87 / 292
9.2%
162 / 280
-
-
-
-
1%
S&W Knotts Investment
View Factsheet
2.7%
37 / 292
9.2%
163 / 280
22.3%
204 / 240
40%
182 / 219
1.03%
TM UBS (UK) UK Income Focus
View Factsheet
1.1%
241 / 292
9.1%
164 / 280
24.5%
190 / 240
44%
161 / 219
1.27%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
1.7%
167 / 292
9.1%
165 / 280
16.1%
231 / 240
23.9%
217 / 219
1.97%
Smith & Williamson MMEnduraBal
View Factsheet
1.9%
129 / 292
9.1%
166 / 280
25.4%
181 / 240
45.7%
148 / 219
1.39%
MGTS Clarion Meridian Ptfl
View Factsheet
2.2%
95 / 292
9.1%
167 / 280
28.7%
139 / 240
50.4%
120 / 219
1.69%
Aberdeen Multi Asset
View Factsheet
1.5%
205 / 292
9.1%
168 / 280
25.7%
177 / 240
41.6%
174 / 219
0.93%
TM Balanced
View Factsheet
2%
110 / 292
9.1%
169 / 280
27.2%
158 / 240
55.5%
76 / 219
1.28%
Santander Max70%ShUT
View Factsheet
0.8%
263 / 292
9.1%
170 / 280
26.7%
166 / 240
43.5%
167 / 219
0.9%
Scot Wid Dyn Sol
View Factsheet
2.3%
68 / 292
9.1%
171 / 280
31.2%
102 / 240
52.9%
97 / 219
1.38%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
2.2%
93 / 292
9.1%
172 / 280
31.3%
100 / 240
53.2%
95 / 219
1.39%
Close Tactical Slct Psv Bln
View Factsheet
1.3%
226 / 292
9.1%
173 / 280
32%
92 / 240
53.9%
87 / 219
0.54%
Old Mutual Managed
View Factsheet
1.6%
177 / 292
9%
174 / 280
26.8%
162 / 240
54.8%
81 / 219
0.99%
Carvetian Edenbeg
View Factsheet
2.6%
44 / 292
9%
175 / 280
26.6%
167 / 240
45.6%
151 / 219
0.94%
Orbis Gbl Bal
View Factsheet
1.7%
170 / 292
9%
176 / 280
54.8%
1 / 240
86.9%
4 / 219
-
LF Circus
View Factsheet
1.5%
199 / 292
9%
177 / 280
30.2%
118 / 240
47.2%
138 / 219
1.21%
Volare Growth
View Factsheet
2.1%
105 / 292
8.9%
178 / 280
-
-
-
-
1.38%
Scot Wid Progressive Pfl
View Factsheet
1.6%
185 / 292
8.9%
179 / 280
32.6%
83 / 240
60.8%
44 / 219
2%
LF PrudentialDynFsd 40-80Pfl
View Factsheet
1.9%
136 / 292
8.9%
180 / 280
-
-
-
-
1.15%
LF Gulland
View Factsheet
1.3%
223 / 292
8.9%
181 / 280
37.1%
27 / 240
64.6%
29 / 219
1.33%
OM Cirilium Moderate Pass Pf
View Factsheet
1.9%
134 / 292
8.9%
182 / 280
35.6%
38 / 240
-
-
0.6%
L&G Mixed Investment 40-85%
View Factsheet
0.5%
279 / 292
8.9%
183 / 280
31%
104 / 240
48.6%
131 / 219
0.49%
Vanguard Tgt Retm 2025
View Factsheet
0.8%
264 / 292
8.8%
184 / 280
-
-
-
-
0.24%
S&W Gryphon East River
View Factsheet
2.3%
73 / 292
8.8%
185 / 280
34.2%
62 / 240
50%
122 / 219
1.42%
S&W Gloucester
View Factsheet
2.8%
31 / 292
8.8%
186 / 280
30.8%
109 / 240
48.1%
134 / 219
0.86%
LF Drygate
View Factsheet
2.3%
69 / 292
8.7%
187 / 280
22.2%
205 / 240
47.5%
135 / 219
1.42%
LF Resilient MM Balanced Managed
View Factsheet
2.5%
57 / 292
8.7%
188 / 280
32.6%
85 / 240
50.1%
121 / 219
1.18%
SVS Brown Shipley Balanced
View Factsheet
1.6%
184 / 292
8.7%
189 / 280
25.6%
179 / 240
-
-
1.2%
Fidelity MA Open Grth
View Factsheet
2.2%
82 / 292
8.7%
190 / 280
28%
148 / 240
43%
170 / 219
1.47%
BlackRock NURS II Consensus 85
View Factsheet
0.8%
266 / 292
8.7%
191 / 280
34.9%
51 / 240
55.7%
75 / 219
0.23%
Lib Bal
View Factsheet
2.3%
76 / 292
8.7%
192 / 280
28.9%
138 / 240
51.3%
112 / 219
1.62%
Invesco Perp Managed Income
View Factsheet
1.6%
178 / 292
8.7%
193 / 280
34.1%
64 / 240
65.4%
25 / 219
1.08%
Vanguard LifeStrategy60%Equi
View Factsheet
0.8%
268 / 292
8.7%
194 / 280
31.5%
98 / 240
56.7%
65 / 219
0.22%
Thesis Palfrey
View Factsheet
1%
257 / 292
8.6%
195 / 280
26%
172 / 240
44.1%
159 / 219
1.47%
Sentinel Unvrsl Prtflo
View Factsheet
1.4%
208 / 292
8.6%
196 / 280
32.8%
81 / 240
57.4%
60 / 219
1.14%
S&W Gryphon Peapod
View Factsheet
2.2%
83 / 292
8.5%
197 / 280
33%
78 / 240
48.6%
132 / 219
1.43%
WSSF 4 Progressive Pfl
View Factsheet
1.2%
234 / 292
8.5%
198 / 280
30.5%
112 / 240
53.4%
90 / 219
1.33%
Ttl Clarty Prtf 5
View Factsheet
1.7%
168 / 292
8.5%
199 / 280
30.4%
114 / 240
48.5%
133 / 219
0.76%
EdenTree Higher Income
View Factsheet
1.5%
201 / 292
8.5%
200 / 280
25.5%
180 / 240
43.9%
163 / 219
0.78%
AXA FrmlngtnMgdBal
View Factsheet
1%
253 / 292
8.4%
201 / 280
30.2%
117 / 240
52.2%
104 / 219
0.7%
LF Canlife Portfolio V
View Factsheet
1.5%
203 / 292
8.4%
202 / 280
25.1%
183 / 240
-
-
0.85%
Stan Life Wealth Bal Bridge
View Factsheet
0.4%
281 / 292
8.3%
203 / 280
27.6%
155 / 240
44.9%
157 / 219
1.02%
VT MA DRP VI
View Factsheet
1.8%
149 / 292
8.3%
204 / 280
28%
150 / 240
-
-
0.27%
S&W Devonshire
View Factsheet
2.9%
22 / 292
8.3%
205 / 280
16.7%
229 / 240
35.4%
204 / 219
1.42%
FP New Horizon Gth
View Factsheet
1.5%
192 / 292
8.2%
206 / 280
24.4%
191 / 240
46.7%
141 / 219
2.21%
HC Stirling House Baln
View Factsheet
0.7%
271 / 292
8.2%
207 / 280
22.5%
203 / 240
-
-
1.97%
Santander Bal Intl Tracking
View Factsheet
1.7%
162 / 292
8.2%
208 / 280
29.4%
131 / 240
52.7%
99 / 219
1.5%
VT The Prestney
View Factsheet
2.2%
97 / 292
8.2%
209 / 280
26.7%
163 / 240
37.9%
193 / 219
1.2%
TM Private Portfolio
View Factsheet
1.6%
186 / 292
8.1%
210 / 280
18.5%
224 / 240
52%
108 / 219
1.07%
Royal London GMAP Growth
View Factsheet
1.4%
213 / 292
8.1%
211 / 280
-
-
-
-
0.6%
EFA Eden SRI
View Factsheet
1.9%
132 / 292
8.1%
212 / 280
22.9%
200 / 240
-
-
2.25%
HSBC Balanced
View Factsheet
1%
254 / 292
8%
213 / 280
28.2%
147 / 240
49.7%
124 / 219
0.78%
Vanguard Tgt Retm 2020
View Factsheet
0.7%
273 / 292
8%
214 / 280
-
-
-
-
0.24%
IFSL Tlny Btinv Gth Pfl
View Factsheet
1.7%
160 / 292
7.9%
215 / 280
27.5%
156 / 240
48.7%
130 / 219
1.44%
FP Tatton Oak Capital Growth
View Factsheet
1.9%
141 / 292
7.9%
216 / 280
30.5%
113 / 240
51.7%
110 / 219
0.88%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
1.7%
155 / 292
7.9%
217 / 280
-
-
-
-
-
Carvetian Havenrock
View Factsheet
0.7%
270 / 292
7.9%
218 / 280
19.1%
222 / 240
35.2%
205 / 219
0.99%
SVS Church House Bal Eq Inc
View Factsheet
1.5%
191 / 292
7.9%
219 / 280
22.9%
199 / 240
45.6%
150 / 219
1.57%
Carvetian Andromeda Growth
View Factsheet
1.8%
147 / 292
7.8%
220 / 280
30.7%
111 / 240
50.7%
118 / 219
1.19%
Scot Wid Bal Gth
View Factsheet
1.7%
169 / 292
7.8%
221 / 280
23.9%
192 / 240
39.9%
183 / 219
1.81%
LF New Villture
View Factsheet
2.1%
102 / 292
7.7%
222 / 280
19.1%
221 / 240
39.7%
184 / 219
1.26%
Jupiter Dist and Gth
View Factsheet
0.7%
274 / 292
7.7%
223 / 280
26%
174 / 240
53.2%
94 / 219
1.04%
HSBC Ash
View Factsheet
3.1%
14 / 292
7.7%
224 / 280
26.8%
161 / 240
54.2%
84 / 219
0.82%
Vanguard Global Balanced
View Factsheet
1.2%
232 / 292
7.7%
225 / 280
-
-
-
-
0.6%
Virgin Bd Glt UK and Overseas Share
View Factsheet
1.5%
193 / 292
7.6%
226 / 280
-
-
-
-
-
Scot Wid Stgc Sol
View Factsheet
2%
123 / 292
7.6%
227 / 280
25%
184 / 240
43.3%
168 / 219
1.39%
SJP Managed Growth
View Factsheet
1.8%
152 / 292
7.4%
228 / 280
26.9%
160 / 240
52.1%
107 / 219
1.55%
S&W Brighton Rock
View Factsheet
2.4%
62 / 292
7.4%
229 / 280
30.2%
119 / 240
55.5%
77 / 219
1.53%
Hawthorn Portfolio
View Factsheet
2.2%
90 / 292
7.4%
230 / 280
17.7%
227 / 240
39.5%
188 / 219
1.28%
LF Robin
View Factsheet
1.7%
159 / 292
7.4%
231 / 280
19.2%
220 / 240
39.5%
189 / 219
1.39%
Lib Stgc
View Factsheet
2%
124 / 292
7.4%
232 / 280
23.1%
196 / 240
38.4%
191 / 219
1.98%
SVS TPI RiskMaster 3
View Factsheet
1.7%
-
7.4%
-
-
-
-
-
0.89%
Volare Balanced
View Factsheet
1.7%
165 / 292
7.4%
233 / 280
-
-
-
-
1.32%
LF Canlife Balanced
View Factsheet
1.4%
212 / 292
7.3%
234 / 280
29.3%
132 / 240
50.9%
115 / 219
1.03%
TM Credit Suisse Growth
View Factsheet
1.3%
227 / 292
7.1%
235 / 280
-
-
-
-
1.66%
Carvetian Aetos
View Factsheet
3%
18 / 292
7.1%
236 / 280
24.7%
188 / 240
43.8%
164 / 219
0.7%
Latour Growth
View Factsheet
2%
116 / 292
7.1%
237 / 280
18.3%
225 / 240
40.3%
180 / 219
1.8%
SJP Balanced Managed
View Factsheet
1.1%
237 / 292
7%
238 / 280
26%
173 / 240
45.5%
152 / 219
1.7%
Thesis Northern Lights
View Factsheet
1.5%
198 / 292
6.8%
239 / 280
21.3%
214 / 240
34.4%
209 / 219
1.32%
VT MA DRP V
View Factsheet
1.2%
235 / 292
6.7%
240 / 280
23.4%
195 / 240
38.3%
192 / 219
0.23%
Legal and General Rl Inc Bldr
View Factsheet
0.8%
-
6.7%
-
-
-
-
-
0.55%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
1.9%
144 / 292
6.7%
241 / 280
22.6%
202 / 240
-
-
1.83%
HC KH MA Bal
View Factsheet
1.5%
202 / 292
6.6%
242 / 280
21.9%
208 / 240
31.8%
213 / 219
2.33%
Margetts Sentinel Gth Pfl
View Factsheet
0.1%
286 / 292
6.5%
243 / 280
-
-
-
-
1.3%
TM Managed
View Factsheet
1.7%
164 / 292
6.5%
244 / 280
16.4%
230 / 240
37.5%
194 / 219
1.51%
Scot Wid Bal Sol
View Factsheet
1.6%
187 / 292
6.4%
245 / 280
21%
217 / 240
37.1%
197 / 219
1.4%
TB Doherty Active Mgd
View Factsheet
2.1%
103 / 292
6.4%
246 / 280
26.7%
164 / 240
46.4%
143 / 219
1.92%
Crystal
View Factsheet
0.6%
277 / 292
6.3%
247 / 280
24.8%
186 / 240
34.3%
211 / 219
1.17%
BlackRock NURS II Consensus 70
View Factsheet
0.2%
285 / 292
6.2%
248 / 280
27.8%
153 / 240
44.9%
156 / 219
0.23%
LF Packel Global
View Factsheet
1.5%
195 / 292
6.1%
249 / 280
22.9%
198 / 240
39.6%
185 / 219
1.39%
SJP Strategic Managed
View Factsheet
0.9%
258 / 292
6%
250 / 280
24.7%
187 / 240
43.7%
165 / 219
1.58%
The Dream Trust
View Factsheet
2.8%
34 / 292
6%
251 / 280
25.4%
182 / 240
36.4%
199 / 219
0.85%
LF Dartmoor
View Factsheet
2%
120 / 292
5.9%
252 / 280
21%
216 / 240
40%
181 / 219
1.85%
SVS TPI RiskMaster 2
View Factsheet
1.3%
-
5.8%
-
-
-
-
-
0.89%
Old Mutual Gen Target 5
View Factsheet
0.9%
262 / 292
5.8%
253 / 280
-
-
-
-
1.17%
LF Odey Pfl
View Factsheet
4.5%
2 / 292
5.6%
254 / 280
13.8%
234 / 240
38.6%
190 / 219
1.22%
Rathbone Spenser
View Factsheet
1.1%
248 / 292
5.6%
255 / 280
26.5%
168 / 240
40.6%
177 / 219
1.09%
Scot Wid Disc Sol
View Factsheet
1.2%
231 / 292
5.5%
256 / 280
17%
228 / 240
30.8%
215 / 219
1.11%
S&W Norton
View Factsheet
2.4%
66 / 292
5.5%
257 / 280
20.4%
218 / 240
43.7%
166 / 219
1.4%
Carvetian Marley Investment
View Factsheet
1.8%
145 / 292
5.5%
258 / 280
15.4%
232 / 240
36.2%
201 / 219
1.12%
The Cranmer Investment
View Factsheet
2.5%
54 / 292
5.5%
259 / 280
18.7%
223 / 240
34.9%
208 / 219
1.75%
Volare Strategic Income
View Factsheet
1.7%
158 / 292
5.3%
260 / 280
-
-
-
-
1.37%
IFSL Galatea Opportunity
View Factsheet
2.2%
86 / 292
5.3%
261 / 280
13%
236 / 240
23.6%
219 / 219
1.59%
McInroy & Wood Balanced
View Factsheet
0.3%
284 / 292
5.1%
262 / 280
30.9%
107 / 240
52.5%
101 / 219
1.12%
Fidelity Ml AssInc&Gth
View Factsheet
0.1%
288 / 292
5%
263 / 280
21.5%
212 / 240
-
-
1.27%
Thesis PM
View Factsheet
2%
111 / 292
4.7%
264 / 280
21.8%
210 / 240
40.5%
179 / 219
1.77%
TB Doherty Balanced Mgd
View Factsheet
1.4%
206 / 292
4.6%
265 / 280
25%
185 / 240
42.2%
172 / 219
1.98%
Newton Multi-Asset Bal
View Factsheet
-0.3%
292 / 292
4.4%
266 / 280
21.9%
209 / 240
41.1%
175 / 219
0.67%
Fidelity Ml Ast Grth
View Factsheet
0.8%
265 / 292
3.9%
267 / 280
22.1%
206 / 240
43%
169 / 219
1.08%
SVS TPI Balanced 3
View Factsheet
2.2%
92 / 292
3.8%
268 / 280
-
-
-
-
1.31%
City Financial Ml Ass Gth
View Factsheet
4%
3 / 292
3.6%
269 / 280
13.6%
235 / 240
37.3%
195 / 219
1.69%
Fidelity Ml Ast All Gr
View Factsheet
0.3%
282 / 292
3.6%
270 / 280
21.1%
215 / 240
37.2%
196 / 219
0.28%
Carvetian Andromeda Income
View Factsheet
1.1%
238 / 292
3.5%
271 / 280
18.1%
226 / 240
31.1%
214 / 219
1.23%
Fidelity Moneybuilder Bln
View Factsheet
0.3%
283 / 292
3.5%
272 / 280
15%
233 / 240
40.7%
176 / 219
0.67%
Schroder MM Dvrsty Bln
View Factsheet
2.3%
77 / 292
3.3%
273 / 280
23.9%
193 / 240
44.6%
158 / 219
1.32%
McInroy & Wood Income
View Factsheet
0%
289 / 292
3%
274 / 280
19.5%
219 / 240
35.9%
202 / 219
1.11%
S&W Quercus
View Factsheet
2.4%
67 / 292
2.9%
275 / 280
11.1%
237 / 240
23.7%
218 / 219
1.3%
Carvetian Savanna
View Factsheet
2.7%
42 / 292
2.4%
276 / 280
8.1%
240 / 240
35%
206 / 219
1.02%
SVS TPI Cautious 5
View Factsheet
1.4%
217 / 292
2.2%
277 / 280
-
-
-
-
1.23%
Carvetian Juno
View Factsheet
2%
122 / 292
1.6%
278 / 280
8.2%
239 / 240
33.8%
212 / 219
0.68%
Carvetian Fenix Balanced
View Factsheet
2.2%
94 / 292
1.3%
279 / 280
8.9%
238 / 240
34.9%
207 / 219
0.75%
VT MSInSfGth Strat
View Factsheet
-
290 / 292
-
280 / 280
1.7%
-
-
-
1.43%
MI CharStMuAs3Mdt
View Factsheet
1.5%
204 / 292
-
-
-
-
-
-
1.28%
VT AJ Bell Pasv Adventurous
View Factsheet
1.1%
245 / 292
-
-
-
-
-
-
0.5%
VT AJ Bell Pasv Mod Adventurous
View Factsheet
0.8%
267 / 292
-
-
-
-
-
-
0.5%
OM Creation Adventurous Pf
View Factsheet
1.6%
180 / 292
-
-
-
-
-
-
1.1%
VT Chelsea Mgd Aggr Gth
View Factsheet
3.3%
11 / 292
-
-
-
-
-
-
1.27%
Barclays Multi-Impact Growth
View Factsheet
0.9%
260 / 292
-
-
-
-
-
-
-
Santander Multi Index 4
View Factsheet
1.8%
146 / 292
-
-
-
-
-
-
0.49%
Vanguard Tgt Retm 2060
View Factsheet
1.4%
219 / 292
-
-
-
-
-
-
0.24%
Vanguard Tgt Retm 2065
View Factsheet
1.3%
228 / 292
-
-
-
-
-
-
0.24%
SJP AdvGrw
View Factsheet
1.5%
188 / 292
-
-
-
-
-
-
-
SJP AdvIntGrw
View Factsheet
1.8%
148 / 292
-
-
-
-
-
-
-
SJP GlGrw
View Factsheet
1.1%
242 / 292
-
-
-
-
-
-
-
Data provided by

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