Funds, ETFs & Investment Trusts

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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
16.4 % 92 % 224.1 % 232.4 % 0 % 3.54 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
3.3 % 51.5 % 506.1 % 506.1 % 0 % 4.88 %
SVM UK Emerging Ord
UK Smaller Companies
N/A 47.2 % 93.6 % 119.2 % 0 % 0.96 %
Lindsell Train Ord
Global
0.8 % 45 % 147 % 271.3 % 2.6 % 0.86 %
Syncona Ord
Sector Specialist: Biotechnology & Healthcare
-4.1 % 35.3 % 105.7 % 135 % 0 % 1.55 %
Artemis VCT PLC O Inc
VCT AIM Quoted
-7 % 33 % 145.1 % 252.9 % 0 % 2.16 %
Baillie Gifford American B Acc
North America
-8 % 29.2 % 115.3 % 171.8 % 0 % 0.52 %
Baillie Gifford American B Inc
North America
-8 % 29.2 % 115.3 % 171.7 % 0 % 0.52 %
Dunedin Enterprise Ord
Private Equity
8 % 29 % 90.2 % 61.3 % 3.2 % 0.58 %
Odey Swan I GBP Inc
13.5 % 28.5 % -35.7 % -42.7 % 0 % 1.21 %
EJF Investments Ord
Sector Specialist: Financials
-0.3 % 27.8 % N/A N/A 5.5 % 3.63 %
Marwyn Value Investors Realisation Ord
Global Smaller Companies
N/A 26.3 % N/A N/A 0 % 0 %
Geiger Counter Ord
Sector Specialist: Commodities & Natural Resources
0.9 % 26.1 % 56.6 % -7.4 % 0 % 3.12 %
Allianz Technology Trust Ord
Rated Fund
Sector Specialist: Tech Media & Telecomm
-6.9 % 24.8 % 148.4 % 176.1 % 0 % 0.99 %
Edinburgh Worldwide Ord
Rated Fund
Global
-13.3 % 24.7 % 95.9 % N/A 0 % 0.87 %
Manchester & London Ord
UK All Companies
-7.3 % 24.4 % 116 % 87.8 % 1.8 % 0.96 %
Neptune Global Technology C GBP Acc
Technology and Telecommunications
-5.6 % 24.2 % N/A N/A 0 % 1.06 %
British & American Ord
UK Equity Income
-14.8 % 23.9 % 14.9 % 31.3 % 30.4 % 7.55 %
AXA Framlington American Growth Z Inc
North America
-4.2 % 23.8 % 71.6 % 120.8 % 0 % 0.82 %
AXA Framlington American Growth Z Acc
North America
-4.2 % 23.8 % 71.6 % 120.8 % 0 % 0.82 %
Oxford Technology VCT 3 Ord
VCT Specialist: Technology
N/A 23.5 % 37.8 % 27.8 % 0 % 1.93 %
Baillie Gifford Shin Nippon Ord
Japanese Smaller Companies
-4.5 % 23.4 % 141.8 % 191.6 % 0 % 0.89 %
Adams Ord
Sector Specialist: Biotechnology & Healthcare
-1.1 % 23 % 90.8 % 231 % 0 % 7.79 %
BB Healthcare Ord
Sector Specialist: Biotechnology & Healthcare
-3.8 % 22.5 % N/A N/A 0 % 1.36 %
BH Macro USD Ord
Hedge Funds
3 % 21.4 % 43.2 % 50.7 % 0 % 2.72 %
Artemis US Smaller Companies I Acc GBP
Rated Fund
North American Smaller Companies
-6.8 % 20.9 % 94.2 % N/A 0 % 0.87 %
T. Rowe Price US Large Cap Gr Eq Q GBP
North America
-3.2 % 20.7 % 92.8 % N/A 0 % 0.82 %
Artemis Global Energy I Acc
Specialist
-3 % 20.5 % 50.6 % -16.4 % 1.1 % 1.01 %
Baillie Gifford Global Discovery B Inc
Global
-10.1 % 20.5 % 82.9 % 111.2 % 0 % 0.79 %

Showing page 1/131. Found 3918 instruments from a total of 6066.

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.