Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Sort descending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
Odey Odyssey I GBP Inc
-3.3 % -10.8 % -19.6 % -51.3 % 0 % 1.17 %
UIL Ord
Flexible Investment
-3.2 % -22.8 % 1.2 % 61.5 % 2.8 % 2.08 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
-3.2 % -36.8 % -40 % N/A 0 % 3 %
Seneca Growth Capital VCT
VCT Specialist: Healthcare & Biotechnology
-3.2 % 42.9 % 50.2 % 5.6 % 0 % 0 %
Premier Optimum Income B Inc
UK Equity Income
-3.2 % -18.1 % -23.2 % -10.2 % 8.9 % 1.34 %
Premier Optimum Income C Inc
UK Equity Income
-3.2 % -17.8 % -22.7 % -9.2 % 8.7 % 1.09 %
Kames Property Inc Feeder(Acc) GBP B Acc
UK Direct Property
-3.2 % -6.6 % -4.6 % 4 % 4.8 % 0.84 %
RM Secured Direct Lending
Debt - Direct Lending
-3.1 % -18.5 % -9.5 % N/A 7.9 % 1.94 %
Kames Property Income GBP B Net Acc
UK Direct Property
-3.1 % -6.6 % -4.7 % 3.9 % 3.5 % 0.83 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
-3.1 % -33.5 % -14.4 % -58.1 % 0 % 3.32 %
JPMorgan China Growth & Income plc
Country Specialists: Asia Pacific
-3 % 51.1 % 66 % 97.7 % 1.4 % 1.26 %
Kames Property Inc Feeder(Inc) GBP B Inc
-3 % -6.5 % -4.9 % 3.1 % 4.9 % 0.85 %
Custodian REIT Ord
Property - UK Commercial
-3 % -24.6 % -11.9 % 3.6 % 6.7 % 2.09 %
Kames Property Income GBP B Net Inc
UK Direct Property
-3 % -6.2 % -4.1 % 4 % 5.3 % 0.83 %
Jupiter China I Acc
China/Greater China
-3 % -9.3 % -8.8 % -6.1 % 1.3 % 0.99 %
Kames Property Income GBP B Gross Inc
UK Direct Property
-2.9 % -6.3 % -3.6 % 5.9 % 5.2 % 0.83 %
Jupiter China I Inc
China/Greater China
-2.9 % -9.3 % -8.8 % -6.1 % 1.4 % 0.99 %
Jupiter China Select L GBP A Inc
-2.9 % -9.4 % -11.1 % -9.3 % 0.5 % 1.72 %
Menhaden Ord
Sector Specialist: Environmental
-2.8 % -1.9 % 30.3 % N/A 0.4 % 1.99 %
Chelverton UK Dividend Trust Ord
UK Equity Income
-2.8 % -26.5 % -41.8 % -8.3 % 9.3 % 1.98 %
Brunner Ord
Rated Fund
Global
-2.7 % 3.2 % 19.3 % 55.2 % 2.3 % 0.67 %
Worsley Investors Limited
UK Smaller Companies
-2.7 % -22.1 % -57.7 % -42.3 % 0 % 10.22 %
Henderson EuroTrust Ord
Europe
-2.6 % 7.7 % 3.9 % 37.7 % 2.4 % 0.82 %
Ashmore Global Opp USD Ord
Global Emerging Markets
-2.6 % -60.4 % -51.5 % -52.4 % 0 % 1.37 %
Chelverton UK Dividend Trust ZDP 2025
UK Equity Income
-2.5 % -9.1 % N/A N/A 0 % 1.98 %
M&G Property Portfolio GBP I Inc
UK Direct Property
-2.4 % -10.3 % -3 % -2.7 % 4.7 % 0.81 %
M&G Property Portfolio GBP I Acc
UK Direct Property
-2.4 % -10.4 % -3.1 % -2.7 % 3.8 % 0.81 %
RIT Capital Partners Ord
Flexible Investment
-2.4 % -8.6 % 1.4 % 24.1 % 0 % 0.68 %
BMO UK Property 2 Acc
UK Direct Property
-2.4 % -4.6 % 3.6 % 13.3 % 3.3 % 0.79 %
BMO UK Property Feeder 2 Acc
UK Direct Property
-2.4 % -4.6 % 3.4 % N/A 2.9 % 0.86 %

Showing page 3/139. Found 4144 instruments from a total of 6379.

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.