Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort descending Perf. 3Y Perf. 5Y Yield OCF
Marwyn Value Investors Realisation Ord
UK Smaller Companies
-16.2 % -16.2 % 26.3 % N/A 0 % 2.61 %
SVM UK Emerging Ord
UK Smaller Companies
6.1 % -16 % 52.5 % 93.1 % 0 % 1.83 %
JPEL Private Equity Ord
Private Equity
-3.3 % -15.8 % 11.2 % 91 % 0 % 1.23 %
AEW UK Long Lease REIT Ord
Property - UK Commercial
-6.2 % -15.7 % N/A N/A 5.8 % 1.74 %
Oxford Technology VCT 3 Ord
VCT Specialist: Technology
2.1 % -15.7 % 1.1 % 22 % 0 % 1.9 %
Better Capital PCC 2012 Ord
Private Equity
N/A -15.6 % -27 % -68.4 % 0 % 1 %
NB Distressed Debt Ord
Debt - Loans & Bonds
-3.3 % -15.5 % -19.3 % -6.2 % 0 % 2.45 %
NB Distressed Debt New Glb
Debt - Loans & Bonds
-4.2 % -15.4 % -8.9 % -17.7 % 0 % 2.45 %
Oxford Technology VCT Ord
VCT Specialist: Technology
-2.9 % -15 % -7.8 % -34.1 % 0 % 3.09 %
Doric Nimrod Air Three Ord
Sector Specialist: Leasing
-5.3 % -15 % 2.2 % 15.9 % 11.8 % 0.93 %
UK Mortgages
Debt - Structured Finance
-5.6 % -14.8 % -12.4 % N/A 6.5 % 1.49 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
N/A -14.7 % N/A N/A 0 % 1.73 %
LF Woodford Income Focus C Sterling Acc
UK Equity Income
-0.8 % -14.5 % N/A N/A 7.2 % 0.75 %
LF Woodford Income Focus C Sterling Inc
UK Equity Income
-0.8 % -14.4 % N/A N/A 7.5 % 0.75 %
Mobius Investment Trust Ord
Global Emerging Markets
-7.6 % -14.3 % N/A N/A 0 % 0 %
Worsley Investors Limited
Property Direct - Europe
-3.9 % -14 % -49.3 % -24.2 % 0 % 10.06 %
Carador Income Repurchase Pool Ord
Debt - Structured Finance
-12.3 % -13.5 % N/A N/A 0 % 0 %
Miton UK Microcap
Rated Fund
UK Smaller Companies
5 % -13.5 % -11.5 % N/A 0.4 % 1.5 %
Ground Rents Income Fund Plc
Property - UK Commercial
-1.1 % -13.4 % -25.2 % 0.3 % 2.7 % 1.1 %
India Capital Growth Ord
Country Specialists: Asia Pacific
-4.3 % -13.3 % 0.8 % 24.2 % 0 % 2 %
Africa Opportunity Ord
Global Emerging Markets
-1.3 % -12.8 % -10.2 % -18 % 0 % 2.41 %
Barings Korea I GBP Acc
Specialist
-4.4 % -12.2 % -0.9 % 17.7 % 0.7 % 0.94 %
Barings Korea I GBP Inc
Specialist
-4.4 % -12.2 % -0.9 % 17.7 % 0.2 % 0.93 %
Drum Income Plus REIT Ord
Property - UK Commercial
-3.7 % -12.1 % -8.3 % N/A 7 % 2.23 %
MI Downing UK Micro-Cap Growth B
UK Smaller Companies
0.8 % -12.1 % -13.6 % 2.4 % 0.6 % 1.42 %
Fair Oaks Income 2017 Ord
Debt - Structured Finance
-11.5 % -12 % -0.1 % 42.8 % 14.4 % 0.25 %
The Local Shopping REIT Ord
-0.7 % -11.6 % -5.1 % -4.3 % 0 % 0 %
Downing Strategic Micro-Cap Inv. Trust
UK Smaller Companies
3 % -11.5 % N/A N/A 1.7 % 1.82 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A -11.1 % -1.4 % -7.2 % 0 % 3.65 %
Better Capital PCC 2009 Ord
Private Equity
N/A -11 % -7.3 % 35.4 % 0 % 0.78 %

Showing page 3/138. Found 4115 instruments from a total of 6292.

Data provided by Morningstar.

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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.