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
EF Realisation Ord
Sector Specialist: Utilities
6.8 % 149.1 % N/A N/A 0 % 2.93 %
Downing Four VCT Dp2011 Str A Shs
VCT Generalist
N/A 133.3 % 536.5 % 366.7 % 0 % 2.97 %
Triple Point Income VCT
VCT Generalist
N/A 121.5 % 238.5 % 303 % 0 % 3.25 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 100 % 300.1 % 300.1 % 0 % 3.03 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
N/A 64.9 % 178.3 % 259.1 % 0 % 3.54 %
Syncona Ord
Sector Specialist: Biotechnology & Healthcare
-5.5 % 60.9 % 117.6 % 141.1 % 0 % 1.55 %
Edinburgh Worldwide Ord
Rated Fund
Global
7.5 % 54.4 % 129.2 % N/A 0 % 0.87 %
SVM UK Emerging Ord
UK Smaller Companies
6.2 % 50 % 93.6 % 126.4 % 0 % 0.96 %
Artemis VCT PLC O Inc
VCT AIM Quoted
6 % 48.5 % 174.1 % 288 % 0 % 2.16 %
Dunedin Enterprise Ord
Private Equity
2.2 % 47.2 % 84.9 % 54.1 % 3.2 % 0.58 %
Baillie Gifford American B Acc
North America
0.2 % 46.1 % 137 % 192.4 % 0 % 0.52 %
Baillie Gifford American B Inc
North America
0.2 % 46.1 % 137.1 % 192.4 % 0 % 0.67 %
Allianz Technology Trust Ord
Rated Fund
Sector Specialist: Tech Media & Telecomm
1.7 % 44.6 % 165.8 % 213.7 % 0 % 0.99 %
Lindsell Train Ord
Global
-3.3 % 43.9 % 146.3 % 272.3 % 2.7 % 0.86 %
Baillie Gifford Global Discovery B Acc
Global
3.3 % 42.3 % 97.8 % 139.5 % 0 % 0.79 %
Baillie Gifford Global Discovery B Inc
Global
3.3 % 42.2 % 97.8 % 139.5 % 0 % 0.79 %
Neptune Global Technology C GBP Acc
Technology and Telecommunications
-1.1 % 39.7 % N/A N/A 0 % 1.06 %
Manchester & London Ord
UK All Companies
-1.4 % 39.3 % 137.2 % 100.4 % 1.8 % 0.96 %
JPMorgan US Smaller Companies C Acc
North American Smaller Companies
0.3 % 38.6 % 103.9 % 125.3 % 0 % 0.8 %
JPMorgan US Smaller Companies C Inc
North American Smaller Companies
0.3 % 38.5 % 103.9 % 125.2 % 0 % 0.8 %
Smith & Williamson Artfcl Intllgnc Z GBP
Specialist
0.4 % 36.6 % N/A N/A 0 % 0.62 %
Smith & Williamson Artfcl Intllgnc B GBP
Specialist
0.4 % 36.2 % N/A N/A 0 % 0.92 %
Globalworth Real Estate Investments Ord
Property Direct - Europe
0.4 % 35.8 % 106.7 % 76 % 5.6 % 1.52 %
Artemis US Smaller Companies I Acc GBP
Rated Fund
North American Smaller Companies
3.2 % 35.5 % 102.7 % N/A 0 % 0.87 %
Neptune Global Smaller Companies C Acc GBP
Global
-0.8 % 34.2 % 56.4 % 77.7 % 0.2 % 1.36 %
AXA Framlington Global Technology Z Inc
Technology and Telecommunications
-1.6 % 34.2 % 125.8 % 192.1 % 0 % 0.84 %
AXA Framlington Global Technology Z Acc
Technology and Telecommunications
-1.6 % 34.2 % 125.9 % 192.2 % 0 % 0.83 %
Polar Capital Global Technology I Inc GBP
Technology and Telecommunications
N/A 34.1 % 147 % 203.9 % 0 % 1.16 %
Jupiter US Smaller Companies
North American Smaller Companies
0.2 % 33.9 % 76.8 % 64.3 % 0 % 1.01 %
Baillie Gifford Shin Nippon Ord
Japanese Smaller Companies
2.6 % 33.9 % 160.8 % 225.1 % 0 % 0.89 %

Showing page 1/132. Found 3955 instruments from a total of 6089.

Data provided by Morningstar.

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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.