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
Leaf Clean Energy Ord
Sector Specialist: Environmental
273 % 487.5 % 245.6 % 136.2 % 0 % 1.69 %
Life Settlement Assets E Ord
Sector Specialist: Insurance & Reinsurance Strategies
39.1 % 160 % N/A N/A 0 % 0 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
-9.1 % 144.3 % 876.9 % 877.5 % 0 % 4.88 %
Triple Point Income VCT
VCT Generalist
N/A 139.5 % 175.4 % 302.7 % 0 % 3.29 %
Life Settlement Assets D Ord
Sector Specialist: Insurance & Reinsurance Strategies
68.3 % 87.6 % N/A N/A 0 % 0 %
Lindsell Train Ord
Global
11.1 % 80.8 % 215 % 478.8 % 2.4 % 0.86 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 75.8 % -13 % -19.1 % 0 % 3.01 %
Pershing Square Holdings Ord GBP
Hedge Funds
-0.4 % 37 % 65.4 % N/A 0.4 % 0 %
Fidelity Asian Values 2019 Subs
Asia Pacific - Excluding Japan
-20.3 % 33.5 % N/A N/A 0 % 1.23 %
Gresham House Strategic plc
UK Smaller Companies
5.9 % 31.7 % 42.3 % N/A 2.3 % 3.35 %
Gulf Investment Fund Ord
Country Specialists: Other
7.8 % 31.6 % 39.2 % 39.1 % 2.2 % 1.95 %
LXI REIT Ord
Property Direct - UK
-0.6 % 30.4 % N/A N/A 5.5 % 1.28 %
BH Macro USD Ord
Hedge Funds
2.9 % 27.8 % 47.8 % 69.6 % 0 % 0.83 %
Life Settlement Assets A Ord
Sector Specialist: Insurance & Reinsurance Strategies
7 % 27.6 % N/A N/A 0 % 0 %
HarbourVest Global Priv Equity Ord
Private Equity
6.4 % 27.2 % 65.4 % 131.8 % 0 % 0.89 %
UIL Ord/Inc
Flexible Investment
1.3 % 27 % 98.4 % 120.7 % 2.2 % 1.15 %
3i Infrastructure Ord
Sector Specialist: Infrastructure
N/A 26.5 % 72.5 % 133.4 % 3.6 % 1.75 %
BBGI SICAV Ord
Sector Specialist: Infrastructure
-0.6 % 26.1 % 36.2 % 71.5 % 5.2 % 1.08 %
Renewables Infrastructure Grp
Rated Fund
Sector Specialist: Infrastructure - Renewable Energy
2.2 % 24.1 % 48.3 % 59 % 5.8 % 1.08 %
Lindsell Train Global Equity D GBP Inc
Global
5.2 % 23.9 % 98.3 % 174.2 % 0.9 % 0.51 %
Albion Enterprise VCT Ord
VCT Generalist
N/A 23.8 % 44.5 % 60.3 % 5.2 % 2.86 %
Lindsell Train Global Equity B GBP Inc
Rated Fund
Global
5.2 % 23.7 % 97.1 % 171.6 % 0.7 % 0.71 %
Alpha Real Trust Ord
Property Direct - Europe
-4.4 % 22.8 % 87.6 % 213.3 % 1.4 % 4.85 %
ProVen VCT Ord
VCT Generalist
N/A 22.7 % 34 % 46.7 % 27.1 % 2.46 %
Morgan Stanley UK Global Brands I GBP
Global
5.4 % 22.5 % 65.1 % 113.9 % 0.9 % 0.9 %
Morgan Stanley UK Global Brands I Inc
Global
5.4 % 22.5 % 65.1 % 113.7 % 0.9 % 0.9 %
L&G Global Infrastructure Index I Acc
Global
3 % 22.4 % N/A N/A 2.2 % 0.31 %
LF Blue Whale Growth R Sterling Acc
Global
4.7 % 22.4 % N/A N/A 0 % 1.14 %
L&G Global Infrastructure Index I Inc
Global
3 % 22.4 % N/A N/A 2.3 % 0.31 %
LF Blue Whale Growth R Sterling Inc
Global
4.7 % 22.4 % N/A N/A 0 % 1.14 %

Showing page 1/132. Found 3954 instruments from a total of 6244.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

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.