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
LXI REIT Ord
Property - UK Commercial
2.6 % 22.5 % N/A N/A 6.6 % 1.59 %
Pershing Square Holdings Ord GBP
Hedge Funds
2.8 % 22.2 % 58.3 % N/A 0.9 % 0 %
JPM Emerging Europe Equity C Net Acc
Specialist
5.8 % 22.2 % 56.4 % 28.3 % 3.6 % 0.9 %
JPM Emerging Europe Equity C Net Inc
Specialist
5.8 % 22.2 % 56.3 % 28.5 % 3.8 % 0.9 %
Odey Swan I GBP Inc
2 % 22 % -23.1 % -36.8 % 0 % 1.35 %
Regional REIT Ord
Property - UK Commercial
1.4 % 21.9 % 32.2 % N/A 5.5 % 4.25 %
Aberdeen New Thai Ord
Country Specialists: Asia Pacific
12 % 21.9 % 65.8 % 70 % 2.8 % 1.28 %
Barings Eastern Europe I GBP Acc
Specialist
9.1 % 21.8 % 64.4 % 38.9 % 0 % 1 %
John Laing Environmental Assets Ord
Sector Specialist: Infrastructure - Renewable Energy
2.7 % 21.5 % 48.2 % 54.9 % 6.3 % 1.41 %
First State Glbl Lstd Infras B Acc GBP
Global
4.1 % 21.5 % 44.1 % 91.3 % 3 % 0.78 %
First State Glbl Lstd Infras B Inc GBP
Global
4.1 % 21.5 % 44 % 91.3 % 3.1 % 0.78 %
Life Settlement Assets A Ord
Sector Specialist: Insurance & Reinsurance Strategies
-0.2 % 21.4 % N/A N/A 0 % 0 %
Electric & General Net Income A
Global
3.2 % 21.3 % 50.8 % 75.6 % 1.2 % 0.97 %
Downing Two VCT 'F' Ord
VCT Generalist
N/A 21.1 % -44.1 % -48.1 % 0 % 2.75 %
Morgan Stanley UK Global Brands I GBP
Global
2.9 % 21 % 66.8 % 121.5 % 0.9 % 0.9 %
Morgan Stanley UK Global Brands I Inc
Global
2.9 % 21 % 66.7 % 121.3 % 0.9 % 0.9 %
Legg Mason IF RARE Gbl Infras Inc X Hdg
Global Equity Income
4.3 % 20.9 % N/A N/A 5.2 % 1.03 %
JPMorgan Emerging Markets Ord
Rated Fund
Global Emerging Markets
6.5 % 20.8 % 74.3 % 90.8 % 1.7 % 1.17 %
Legg Mason IF RARE Gbl Infras Inc X GBPH
Global Equity Income
4.3 % 20.7 % N/A N/A 5.4 % 1.03 %
Lindsell Train Global Equity D GBP Inc
Global
2 % 20.5 % 97.9 % 177 % 0.9 % 0.51 %
AXA Framlington FinTech Z Inc
Specialist
5.2 % 20.4 % 83.2 % 90.9 % 5.5 % 0.87 %
Fundsmith Sustainable Equity I Acc
Global
4.6 % 20.4 % N/A N/A 0.4 % 1.05 %
Lindsell Train Global Equity B GBP Inc
Rated Fund
Global
2 % 20.3 % 96.8 % 174.4 % 0.7 % 0.71 %
TB Evenlode Global Income B GBP Acc
Global Equity Income
4.2 % 20 % N/A N/A 2.9 % 0.9 %
TB Evenlode Global Income B GBP Inc
Global Equity Income
4.2 % 19.9 % N/A N/A 3 % 0.9 %
Fidelity Global Dividend W-Acc-GBP
4.2 % 19.7 % 42.9 % 81.6 % 0 % 1.05 %
Fidelity Global Dividend W-QInc(G)-GBP
4.2 % 19.7 % 43.1 % 81.8 % 2.8 % 1.05 %
UIL Ord/Inc
Flexible Investment
0.9 % 19.6 % 91 % 120.6 % 2.2 % 1.15 %
Legg Mason IF MC Nth Am X Acc £
North America
4.3 % 19.4 % 74.7 % 118.3 % 0.4 % 0.94 %
LF Miton Global Infrastructure Inc F Inc
Global Equity Income
4.1 % 19.4 % N/A N/A 4.6 % 0.9 %

Showing page 3/132. Found 3959 instruments from a total of 6277.

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.