Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
BMO Commercial Property Trust
Rated Fund
Property - UK Commercial
6.5 % -14.9 % 5.5 % 16 % 4.4 % 1.18 %
NB Distressed Debt Inv Extended Life
Debt - Loans & Bonds
-8.8 % -15.1 % -7.5 % -12.1 % 1.4 % 2.45 %
Reconstruction Capital II Ord
Private Equity
-9.7 % -15.2 % -6.5 % 111.5 % 0 % 2.95 %
Octopus AIM VCT 2
VCT AIM Quoted
2.1 % -15.9 % 7.6 % 19.7 % 0 % 2.12 %
Aptus Global Financials B Inc
Global Equity Income
0.7 % -16 % 22.8 % 30.7 % 5.6 % 1.44 %
Aberdeen Standard Equity Inc Trust Ord
UK Equity Income
7.9 % -16.1 % 3.5 % 19.2 % 5.3 % 0.87 %
Alternative Liquidity Fund
Hedge Funds
-17.9 % -16.4 % 74.7 % N/A 0 % 2.39 %
Aptus Global Financials B Acc
Global Equity Income
0.7 % -16.4 % 22.3 % 30.1 % 4.5 % 1.44 %
Chelverton UK Dividend Trust Ord
UK Equity Income
3.7 % -16.4 % 0.5 % 29.1 % 6.3 % 1.98 %
Amati AIM VCT Ord
VCT AIM Quoted
N/A -16.5 % 38.3 % 56.2 % 4.9 % 1.96 %
Octopus AIM VCT Ord
VCT AIM Quoted
N/A -16.9 % 6.9 % 18.4 % 0 % 2.1 %
Barings Korea I GBP Acc
Specialist
4.1 % -16.9 % -0.8 % 8.8 % 0.7 % 0.94 %
Barings Korea I GBP Inc
Specialist
4.1 % -16.9 % -0.9 % 8.8 % 0.2 % 0.93 %
Aberforth Split Level Income Ord
UK Smaller Companies
0.7 % -17.4 % N/A N/A 5.4 % 1.18 %
Geiger Counter Ord
Sector Specialist: Commodities & Natural Resources
5.9 % -17.6 % -4.1 % -33.4 % 0 % 3.6 %
Alquity Indian Subcontinent GBP Y
Specialist
-4.4 % -17.7 % 9.8 % N/A 0 % 1.9 %
Civitas Social Housing Ord
Property - UK Residential
5.3 % -18 % N/A N/A 4.9 % 1.93 %
BMO Global Equity Market Netrl V10 3 Acc
Targeted Absolute Return
-0.1 % -18 % -9.5 % N/A 2.1 % 0.44 %
BMO Global Equity Market Netrl V10 C Acc
Targeted Absolute Return
-0.2 % -18.3 % -10.5 % N/A 1.7 % 0.79 %
Alquity Indian Subcontinent GBP R
Specialist
-4.5 % -18.6 % 2 % 35.1 % 0 % 3 %
Baillie Gifford British Smlr Coms B Inc
UK Smaller Companies
3.6 % -18.7 % -2 % 21 % 0.8 % 0.67 %
Baillie Gifford British Smlr Coms B Acc
UK Smaller Companies
3.6 % -18.7 % -2 % 20.9 % 0.8 % 0.67 %
Hadrian's Wall Secured Investments Ord
Debt - Direct Lending
0.7 % -18.8 % -15 % N/A 6.3 % 2.06 %
Aberdeen Standard Asia Focus 2025 CULS
Asia Pacific Smaller Companies
N/A -18.9 % -12.6 % -16.4 % 0 % 1.24 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
-7.4 % -19 % N/A N/A 0 % 1.73 %
Downing Four Healthcare Shs
VCT Specialist: Healthcare & Biotechnology Pre Qualifying
-5.9 % -20 % N/A N/A 0 % 2.58 %
Africa Opportunity Ord
Global Emerging Markets
-2.7 % -20.1 % -7.9 % -27.8 % 0 % 2.41 %
Phoenix Spree Deutschland Ord
Property Direct - Europe
1.8 % -20.7 % 38.4 % N/A 1.7 % 3.09 %
LF Woodford Income Focus C Sterling Acc
UK Equity Income
4.2 % -20.8 % N/A N/A 7.3 % 0.75 %
MI Downing UK Micro-Cap Growth B
UK Smaller Companies
2.2 % -21 % -11.2 % 7.1 % 0.6 % 1.33 %

Showing page 132/134. Found 4014 instruments from a total of 6308.

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.