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 139.5 % 175.4 % 302.7 % 0 % 3.29 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 119.9 % 779.2 % 779.8 % 0 % 4.88 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 62.8 % 10.6 % 2.2 % 0 % 3.01 %
Lindsell Train Ord
Global
-0.2 % 54 % 176.9 % 349.2 % 2.6 % 0.86 %
Fidelity Asian Values 2019 Subs
Asia Pacific - Excluding Japan
3.3 % 45.6 % N/A N/A 0 % 1.19 %
Pershing Square Holdings Ord GBP
Hedge Funds
1.1 % 44 % 59 % N/A 0.4 % 0 %
Gulf Investment Fund Ord
Country Specialists: Other
1.7 % 41.1 % 30.9 % 39.2 % 2.4 % 1.95 %
3i Infrastructure Ord
Sector Specialist: Infrastructure
3.6 % 38.4 % 71.5 % 136.4 % 3.2 % 1.96 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
N/A 33.3 % 171.1 % 430.4 % 0 % 3.54 %
BB Healthcare Ord
Sector Specialist: Biotechnology & Healthcare
0.4 % 32 % N/A N/A 0 % 1.21 %
Kames Property Inc Feeder(Inc) GBP B Inc
34.9 % 30.1 % 40.1 % N/A 4.5 % 0.83 %
LXI REIT Ord
Property Direct - UK
1.5 % 30 % N/A N/A 5.1 % 1.28 %
Syncona Ord
Sector Specialist: Biotechnology & Healthcare
-7.3 % 28.8 % 102.5 % 124.6 % 0 % 1.55 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
N/A 26.9 % 98.4 % -55 % 0 % 2.82 %
Odey Swan I GBP Inc
2 % 26.9 % -21.5 % -46.1 % 0 % 1.35 %
BBGI SICAV Ord
Sector Specialist: Infrastructure
-1.6 % 26.1 % 39.2 % 70.7 % 7.7 % 1.28 %
Legg Mason IF RARE Gbl Infras Inc X Acc
Global Equity Income
2.4 % 25.2 % N/A N/A 5 % 0.93 %
Legg Mason IF RARE Gbl Infras Inc X Inc
Global Equity Income
2.3 % 25.2 % N/A N/A 5.2 % 0.93 %
MFM Techinvest Technology B Acc
Technology and Telecommunications
3.4 % 24.7 % 74.8 % 57.6 % 0 % 1.21 %
MFM Techinvest Technology A Acc
Technology and Telecommunications
3.4 % 24.1 % 72.1 % 53.7 % 0 % 1.71 %
Alpha Real Trust Ord
Property Direct - Europe
15.1 % 23.8 % 102.3 % 229.6 % 1.5 % 4.85 %
Polar Capital Healthcare Opports I Inc GBP
Specialist
-0.3 % 23.7 % 67.7 % 91.2 % 0 % 1.16 %
Fidelity Global Health Care W-Acc-GBP
Global
3.2 % 23.6 % 48.7 % 90.9 % 0 % 1.07 %
HgCapital Trust Ord
Private Equity
5 % 22.5 % 101.9 % 140.6 % 2.2 % 0.33 %
M&G Global Listed Infras GBP I Acc
Global
1.7 % 22.5 % N/A N/A 2.3 % 1.07 %
M&G Global Listed Infras GBP I Inc
Global
1.7 % 22.5 % N/A N/A 3.2 % 1.06 %
L&G Global Real Estate Div Index I Inc
Property
2.1 % 22.2 % 32.1 % N/A 3.2 % 0.2 %
L&G Global Real Estate Div Index I Acc
Property
2.1 % 22 % 32 % N/A 3.1 % 0.2 %
Lindsell Train Global Equity D GBP Inc
Global
2.4 % 22 % 84.7 % 152.6 % 1 % 0.51 %
Legg Mason IF RARE Gbl Infras Inc X Hdg
Global Equity Income
2.9 % 22 % N/A N/A 5 % 1.03 %

Showing page 1/132. Found 3937 instruments from a total of 6211.

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.