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
Gresham House Strategic plc
UK Smaller Companies
3.5 % 32.2 % 67.6 % N/A 1.6 % 2.86 %
Merian Gold & Silver R GBP Acc
Specialist
3 % 31.4 % 4.7 % N/A 0 % 0.96 %
Baring Emerging Europe Ord
Rated Fund
European Emerging Markets
9.6 % 31 % 55.4 % 81.8 % 3.9 % 1.5 %
Menhaden Ord
Sector Specialist: Environmental
1.7 % 30.9 % 39.4 % N/A 0.6 % 2.05 %
Fidelity Global Technology W-Acc-GBP
Rated Fund
Technology and Telecommunications
6 % 30.4 % 77.2 % 192.9 % 0 % 1.04 %
Polar Capital Technology Ord
Technology & Media
5.3 % 30.4 % 79.7 % 172 % 0 % 0.95 %
BGF World Gold D2 GBP Hedged
-1 % 29.8 % 7.5 % 16.4 % 0 % 1.31 %
Smith & Williamson Global Gold & Res B
Specialist
-0.7 % 29.7 % -3.5 % 36.6 % 0 % 0.71 %
L&G Global Technology Index I Acc
Technology and Telecommunications
6.7 % 29.4 % 79 % 160.5 % 0.9 % 0.32 %
Close FTSE TechMark X Acc
Technology and Telecommunications
7.6 % 28.8 % 38 % 81.3 % 1.5 % 0.67 %
Smith & Williamson Artfcl Intllgnc Z GBP
Specialist
5.1 % 28.7 % N/A N/A 0 % 0.55 %
Oakley Capital Investments Ord
Private Equity
4 % 28.5 % 65.9 % 62.9 % 1.4 % 0.81 %
Smith & Williamson Artfcl Intllgnc B GBP
Specialist
5 % 28.3 % N/A N/A 0 % 0.84 %
Securities Trust of Scotland Ord
Global Equity Income
2.6 % 28.1 % 43 % 68.4 % 3.2 % 1.34 %
Pershing Square Holdings Ord GBP
Hedge Funds
-5.6 % 27.9 % 42.6 % 16.9 % 1.2 % 0 %
Mercantile Ord
Rated Fund
UK All Companies
1.7 % 27.7 % 52.4 % 89.7 % 2.7 % 0.47 %
Triple Point Income VCT C
VCT Generalist
N/A 27.6 % 54.1 % 66.6 % 3.6 % 2.38 %
Threadneedle (Lux) Glb Smlr Coms GBP ZGH
5.7 % 27 % 66.2 % 105.8 % 0 % 1.05 %
Threadneedle Pan Eurp Focus Z Acc GBP
Europe Including UK
4.6 % 26.9 % 53.4 % 69.4 % 0.6 % 0.91 %
Montanaro European Smaller Ord
European Smaller Companies
6.6 % 26.9 % 86.7 % 156.2 % 0.8 % 1.18 %
Kames Global Sustainable Eq GBP C Acc
Global
7.6 % 26.9 % 54.3 % N/A 0 % 0.58 %
AXA Framlington FinTech Z Inc
Specialist
3.1 % 26.9 % 47.2 % 80.3 % 4.4 % 0.87 %
Ashoka India Equity Investment Ord
Country Specialists: Asia Pacific
2.3 % 26.5 % N/A N/A 0 % 1.04 %
Fidelity European Dynamic Gr W-Acc-GBP
Europe Including UK
4.6 % 26.3 % 57.1 % 109.6 % 0 % 1.06 %
VT Gravis Clean Energy Income C GBP Acc
Global
1.8 % 26 % N/A N/A 3.5 % 0.8 %
VT Gravis Clean Energy Income C GBP Inc
Global
1.8 % 26 % N/A N/A 3.5 % 0.8 %
BlackRock European Dynamic FD H Acc
Europe Excluding UK
7.2 % 26 % 53.7 % N/A 0.6 % 0.93 %
JPMorgan Smaller Companies Ord
UK Smaller Companies
8.1 % 25.8 % 71.4 % 85.4 % 2 % 1.1 %
Ecofin Global Utilities & Infra Ord
Sector Specialist: Utilities
-6 % 25.6 % 58.1 % N/A 4.8 % 2.01 %
BlackRock European Dynamic FD H Inc
Europe Excluding UK
7.2 % 25.5 % 52.5 % N/A 0.7 % 0.94 %

Showing page 2/137. Found 4108 instruments from a total of 6250.

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.