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
Baillie Gifford American B Inc
North America
4.9 % 20.8 % 121.8 % 171.6 % 0 % 0.52 %
Fidelity Global Health Care W-Acc-GBP
Global
2.4 % 20.3 % 46.4 % 88 % 0 % 1.07 %
L&G Global Real Estate Div Index I Inc
Property
4.6 % 20.2 % 41.7 % N/A 3.1 % 0.2 %
L&G Global Real Estate Div Index I Acc
Property
4.5 % 20.2 % 41.7 % N/A 3 % 0.2 %
Janus Henderson Hrzn Glbl Pty Eqs H2 GBP
Property
4.5 % 20.2 % 45.2 % 73.7 % 0 % 1.08 %
BH Macro GBP Ord
Hedge Funds
-0.1 % 20 % 20.7 % 24.6 % 0 % 3.53 %
ProVen VCT Ord
VCT Generalist
N/A 20 % 34.1 % 49.1 % 24.8 % 2.46 %
BMO Global Real Estate Securities 3 Acc
Property
5 % 20 % 40.1 % 79.4 % 0 % 0.9 %
BMO Global Real Estate Securities 2 Acc
Property
5 % 19.9 % 39.8 % 78.2 % 0 % 0.94 %
JPM Global Healthcare A (dist) GBP
3 % 19.8 % 45.7 % 67.6 % 0 % 1.8 %
Oakley Capital Investments Ord
Private Equity
8.5 % 19.8 % 40.2 % 14.6 % 1.8 % 1.07 %
iShares Glb Prpty Secs Eq Idx (UK) D Acc
Rated Fund
Property
4.5 % 19.5 % 40.6 % 72.8 % 2.6 % 0.22 %
iShares Glb Prpty Secs Eq Idx (UK) D Inc
Property
4.5 % 19.5 % 40.6 % 72.7 % 2.7 % 0.22 %
Greencoat UK Wind
Sector Specialist: Infrastructure - Renewable Energy
2.3 % 19.3 % 58.8 % 75.7 % 7.2 % 1.24 %
Legg Mason IF RARE Gbl Infras Inc X Acc
Global Equity Income
4.2 % 19.3 % N/A N/A 5 % 0.93 %
Legg Mason IF RARE Gbl Infras Inc X Inc
Global Equity Income
4.1 % 19.2 % N/A N/A 5.2 % 0.93 %
Baillie Gifford Global Discovery B Acc
Global
6.8 % 19.2 % 101.7 % 104.1 % 0 % 0.79 %
Pictet-Health I dy GBP
Specialist
3.9 % 19.2 % 41.6 % 76.1 % 0 % 1.22 %
Polar Capital Global Tech I Inc GBP
Technology and Telecommunications
6.2 % 19.1 % 149.5 % 179.8 % 0 % 1.16 %
Baillie Gifford Global Discovery B Inc
Global
6.7 % 19.1 % 101.6 % 104.1 % 0 % 0.79 %
Oxford Technology VCT 3 Ord
VCT Specialist: Technology
N/A 19.1 % 35.7 % 45.1 % 0 % 1.93 %
Lindsell Train Global Equity B GBP Inc
Rated Fund
Global
4.8 % 19 % 88.3 % 148.4 % 0.8 % 0.71 %
Fidelity Global Property W Inc
Property
4.5 % 18.9 % 43.1 % 76.7 % 2.5 % 0.95 %
Fidelity Global Property W Acc
Rated Fund
Property
4.6 % 18.9 % 43 % 76.8 % 1.7 % 0.95 %
Albion Development VCT Ord
VCT Generalist
N/A 18.9 % 36.5 % 53.9 % 5 % 2.62 %
AXA Framlington Global Technology Z Inc
Technology and Telecommunications
9.2 % 18.8 % 128.7 % 170.1 % 0 % 0.83 %
HarbourVest Global Priv Equity Ord
Private Equity
4.1 % 18.7 % 61.7 % 128.9 % 0 % 0.89 %
AXA Framlington Global Technology Z Acc
Technology and Telecommunications
9.2 % 18.7 % 128.7 % 170.4 % 0 % 0.83 %
Ecofin Global Utilities & Infra Ord
Sector Specialist: Utilities
4.5 % 18.7 % N/A N/A 5.5 % 2.01 %
Renewables Infrastructure Grp
Rated Fund
Sector Specialist: Infrastructure - Renewable Energy
2.4 % 18.7 % 45.5 % 56 % 6.1 % 1.1 %

Showing page 2/131. Found 3919 instruments from a total of 6192.

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.