Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Triple Point Income VCT
VCT Generalist
N/A 121.5 % 238.5 % 303 % 0 % 3.25 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
N/A 77.3 % 224.1 % 164.5 % 0 % 3.54 %
Lindsell Train Ord
Global
3.1 % 59.3 % 141.7 % 287.8 % 2.7 % 0.86 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 51.5 % 726.4 % 506.1 % 0 % 4.88 %
Syncona Ord
Sector Specialist: Biotechnology & Healthcare
3.1 % 44.4 % 111.2 % 139.9 % 0 % 1.55 %
Downing Three VCT 'F' Ord
VCT Generalist
12.5 % 43.2 % 5.9 % 4 % 0 % 3.01 %
Oxford Technology VCT 3 Ord
VCT Specialist: Technology
9.5 % 35.3 % 43.4 % 39.9 % 0 % 1.93 %
SVM UK Emerging Ord
UK Smaller Companies
-6.3 % 33.9 % 67.9 % 106.4 % 0 % 0.96 %
Gulf Investment Fund Ord
Country Specialists: Other
5.3 % 30.9 % 6.5 % 36.4 % 2.5 % 1.94 %
BH Macro USD Ord
Hedge Funds
4.8 % 27.7 % 45.9 % 56 % 0 % 2.72 %
Odey Swan I GBP Inc
1.5 % 27 % -35.2 % -40.4 % 0 % 1.21 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
13.1 % 26.8 % 73.1 % -68.8 % 0 % 2.81 %
Adams Ord
Sector Specialist: Biotechnology & Healthcare
1.7 % 26.6 % 110.2 % 241.6 % 0 % 7.79 %
Artemis VCT PLC O Inc
VCT AIM Quoted
-1 % 25.5 % 135.6 % 232.1 % 0 % 2.16 %
EJF Investments Ord
Sector Specialist: Financials
1.1 % 25.5 % N/A N/A 4.1 % 3.53 %
Chrysalis VCT Ord
VCT Generalist
N/A 24.1 % 48.7 % 138.4 % 0.6 % 2.82 %
3i Infrastructure Ord
Sector Specialist: Infrastructure
1.7 % 23.7 % 51.9 % 116 % 3.4 % 1.7 %
Crown Place VCT Ord
VCT Generalist
6.2 % 23.3 % 42.5 % 62.5 % 6.1 % 2.38 %
Dunedin Enterprise Ord
Private Equity
0.6 % 23.1 % 92.3 % 59 % 3.1 % 0.58 %
Ranger Direct Lending Fund Ord
Sector Specialist: Debt
7.6 % 22.1 % 5.8 % N/A 8.1 % 4.15 %
Jupiter US Smaller Companies
North American Smaller Companies
-1.7 % 22 % 67.1 % 54.3 % 0 % 1.01 %
Polar Capital Healthcare Opports I Inc GBP
Specialist
-0.7 % 21.5 % 50.8 % 127.9 % 0 % 1.21 %
Phaunos Timber Ord
Sector Specialist: Forestry & Timber
1.7 % 21.3 % 92.9 % 37 % 0 % 2.04 %
EIH Ord
Private Equity
1.7 % 19.9 % 22.8 % 107.6 % 0 % 1.74 %
Crystal Amber Ord
UK All Companies
-2.7 % 19.6 % 34.8 % 54.4 % 2.3 % 2.02 %
LXI REIT Ord
Property Direct - UK
3.1 % 19.4 % N/A N/A 6 % 1.21 %
BB Healthcare Ord
Sector Specialist: Biotechnology & Healthcare
-1.8 % 19.4 % N/A N/A 0 % 1.36 %
Albion Development VCT Ord
VCT Generalist
N/A 18.9 % 34.6 % 53.9 % 5 % 2.63 %
BH Macro GBP Ord
Hedge Funds
-1.2 % 18.9 % 15.3 % 12.7 % 0 % 2.72 %
Albion Enterprise VCT Ord
VCT Generalist
N/A 18.6 % 38.9 % 59.4 % 4.9 % 2.9 %

Showing page 1/131. Found 3914 instruments from a total of 6078.

Data provided by Morningstar.

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This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.