Rated Funds 2017

Money Observer's Rated Funds are a mark of quality. They are a range of investment funds and investment trusts presented in easy-to-understand asset class groups. Our aim is to help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which we believe are good choices in the current investment environment.

You can find out more about how funds attained Money Observer Rated Fund status in our methodology and in the video introduction by Rated Funds editor Andrew Pitts. You can find out more about the asset groups and their constituent Rated Funds by clicking on the links below.

  BROWSE ALL RATED FUNDS >>

Browse Rated Funds by Grouping
Rated Funds Group
Average 3 Year Perf.
Top Fund 3 Year Perf.
Top Trust 3 Year Perf.
JAPANESE EQUITIES
93.6%129.5%113%
EUROPEAN EQUITIES
72.7%98%105.9%
GLOBAL GROWTH
71.1%101.3%100.8%
ASIA EQUITIES
66.4%105.7%112.7%
US EQUITIES
64.2%95.4%89.9%
SPECIALIST
63%117.2%124.9%
UK SMALL COMPANIES
60.9%112.1%78.6%
GLOBAL EQUITY INCOME
50.8%60.7%61.6%
UK GROWTH
49.1%84.7%52.4%
EMERGING MARKETS
39.6%69.6%37.3%
MIXED ASSET - HIGHER RISK
39.2%54.1%54.8%
PROPERTY
36.9%46.8%51.6%
UK EQUITY INCOME
33.5%45.7%53.7%
MIXED ASSET - LOWER RISK
24.7%35.6%43.5%
GLOBAL BONDS
20.6%33.2%17.1%
STERLING BONDS
20%29.3%-
Data provided by
Top 10 Performing Rated Funds
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES1.7%
-
73.5%
-
112.1%
-
234.2%
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-0.6%
3 / 4
69%
1 / 4
105.9%
1 / 4
311.4%
1 / 4
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.8%
17 / 23
52%
1 / 23
91.3%
4 / 23
129.7%
7 / 23
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST0.6%
2 / 2
51%
1 / 2
118.3%
1 / 2
177.3%
2 / 2
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
6 / 18
45.3%
4 / 17
66.2%
3 / 15
168.1%
6 / 15
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES1.3%
1 / 8
45.3%
1 / 8
60%
2 / 8
197%
1 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES0.3%
16 / 103
44.7%
2 / 97
94.9%
2 / 86
172.2%
2 / 78
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.9%
1 / 18
43.8%
5 / 17
78.6%
2 / 15
188.9%
2 / 15
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.6%
14 / 23
43.3%
2 / 23
100.8%
2 / 23
231.2%
1 / 23
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES2.6%
2 / 7
41.6%
2 / 7
112.7%
1 / 7
207.9%
1 / 7
Browse all Rated Funds
Data provided by
Reviewed 01/03/2016

Rated Funds Update: Funds invested in 'safe haven' assets outperform markets

In our final review of the 2015 Money Observer Rated Fund selection, bond funds dominated the top performers as global equity markets experienced one of their worst ever starts to the year.

Of the five top-performing Rated Funds, three were bond funds; Man GLG Corporate Bond topped the list with a return of 3 per cent over the month to 1 February.

Money Observer's Rated Funds are a collection of funds and trusts compiled from a potential universe of around 3,000 open-ended funds and 400 investment trusts.

Independently selected and reviewed by the Money Observer team in conjunction with Financial Express, our Rated Funds showcase some of the best-performing investment vehicles across a broad range of regions, sectors and asset classes.

BlackRock Gold and General was our third best performer in January, as gold also enjoyed a strong month on equity market volatility, with the fund returning 2.7 per cent.

Over one and three years, however, it remains one of our worst performers, with losses of 25 per cent and 53 per cent respectively.

Among our bottom performers in January, four out of five were investment trusts. However, our worst performer overall was a fund: Axa Framlington Biotech, which lost more than 20 per cent as investors fled from high-risk sectors.

Fidelity China Special Situations trust also suffered badly, with shares shedding 15 per cent as Asian markets plunged.