Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Value And Income Ord
UK Equity Income
0.2 % -32.6 % -30.4 % -17.6 % 4.6 % 1.34 %
SQN Asset Finance Income C
Sector Specialist: Leasing
4.2 % -33.2 % -34.5 % N/A 6.2 % 0.93 %
Lindsell Train Ord
Global
4.6 % -33.2 % 71.1 % 160.9 % 2.9 % 0.83 %
Brown Advisory Latin American B GBP Inc
Specialist
9.1 % -33.5 % -34.6 % -11.3 % 1.1 % 1.59 %
Invesco Latin American UK Y Acc
Specialist
3.4 % -33.7 % -21.5 % -6.6 % 2.9 % 0.95 %
Invesco Latin American UK Y Inc
Specialist
3.4 % -33.7 % -21.5 % -6.6 % 2.9 % 0.95 %
Invesco Latin American UK Z Acc
Specialist
3.4 % -33.8 % -21.6 % -6.9 % 2.8 % 1 %
Invesco Latin American UK Z Inc
Specialist
3.4 % -33.8 % -21.6 % -6.8 % 2.9 % 1 %
Chelverton Growth Trust Ord
UK Smaller Companies
3.3 % -34.7 % -55.7 % -24.4 % 0 % 5.74 %
Aberforth Split Level Income Ord
UK Smaller Companies
2.8 % -35.1 % N/A N/A 8.6 % 1.18 %
NB Distressed Debt New Glb
Debt - Loans & Bonds
N/A -35.5 % -34.8 % -30.1 % 0 % 2.44 %
Temple Bar Ord
Rated Fund
UK Equity Income
4.2 % -36.2 % -29.6 % -19.5 % 6 % 0.49 %
Drum Income Plus REIT Ord
Property - UK Commercial
N/A -36.3 % -38.3 % -53.8 % 5.6 % 2.32 %
Chenavari Capital Solutions
Sector Specialist: Financials
-4 % -36.7 % -40.8 % -36 % 2.1 % 1.67 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
N/A -36.8 % -40 % N/A 0 % 3 %
Downing Two VCT 'G' Ord
VCT Generalist
-5.7 % -37.1 % -43.7 % -43 % 0 % 2.95 %
India Capital Growth Ord
Country Specialists: Asia Pacific
6.4 % -37.4 % -43 % -6.7 % 0 % 2 %
Ediston Property Investment Company
Property - UK Commercial
14.2 % -38 % -42.6 % -33.8 % 5.9 % 1.38 %
TB Guinness Global Energy I Acc
Specialist
-1.5 % -38.6 % -25.1 % -22.5 % 2.5 % 0.95 %
Dolphin Capital Investors Ord
Property Direct - Asia Pacific
24 % -38.6 % -48.3 % -84.5 % 0 % 4.99 %
Marble Point Loan Financing Ord
Debt - Structured Finance
4.7 % -38.7 % N/A N/A 13.2 % 1.38 %
New Century AIM 2 VCT Ord
VCT AIM Quoted
-5 % -38.7 % -25.7 % -9.3 % 0 % 3.24 %
Downing Three VCT 'H' Ord
VCT Generalist
N/A -39 % -58.2 % -58.6 % 0 % 3.9 %
Fair Oaks Income 2017 Ord
Debt - Structured Finance
21.7 % -39.3 % -36.4 % 1.5 % 15.4 % 0.22 %
Guinness Global Energy X
Global
-0.5 % -40.6 % -36.2 % -37.3 % 0 % 1.24 %
NB Distressed Debt Inv Extended Life
Debt - Loans & Bonds
-4 % -41.2 % -40.9 % -38 % 1.2 % 2.44 %
Electra Private Equity Ord
Private Equity
-4.1 % -41.2 % -52.3 % -14 % 0 % 2.5 %
BMO Commercial Property Trust
Rated Fund
Property - UK Commercial
-21.4 % -41.3 % -50.7 % -44.5 % 4 % 1.2 %
JZ Capital Partners ZDP 2022
Flexible Investment
N/A -41.6 % -38.3 % N/A 0 % 3.22 %
Reconstruction Capital II Ord
Private Equity
1 % -41.6 % -42.9 % 17.3 % 0 % 2.93 %

Showing page 138/139. Found 4169 instruments from a total of 6485.

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.