Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Yield OCF
Guinness Global Energy X
Global
2.3 % -9.1 % -14.9 % -20.4 % 0 % 1.24 %
Marwyn Value Investors Ord
UK Smaller Companies
-11 % -11.7 % -14.2 % -39.1 % 0 % 2.61 %
Edge Performance VCT 'H' Ord
VCT Specialist: Media, Leisure & Events
7.6 % 49.1 % -14.1 % -45.7 % 0 % 4.26 %
Puma VCT 12
VCT Generalist Pre Qualifying
N/A -7.6 % -13.2 % N/A 1.2 % 2.86 %
Aberdeen Standard Asia Focus 2025 CULS
Asia Pacific Smaller Companies
-1 % 1.5 % -13.1 % -14.4 % 0 % 1.16 %
Electra Private Equity Ord
Private Equity
-4.7 % -21.2 % -13 % 62 % 0 % 1.3 %
Macau Property Opportunities Ord
Property Direct - Asia Pacific
-3.7 % -33.1 % -12.7 % -51.5 % 0 % 4.91 %
Miton UK Microcap
Rated Fund
UK Smaller Companies
-0.2 % -19.4 % -12.1 % N/A 0.4 % 1.5 %
MI Downing UK Micro-Cap Growth B
UK Smaller Companies
2.4 % -13.8 % -12 % 3.9 % 0.7 % 1.42 %
Sanditon Investment Trust
UK All Companies
3.2 % 5 % -12 % -12.4 % 0.5 % 1.29 %
BGF World Energy D4 GBP
Specialist
3.8 % -4.1 % -11.7 % -16.7 % 2.1 % 1.31 %
Aseana Properties Ord
Property Direct - Asia Pacific
0.5 % -15.3 % -11.6 % 25.4 % 0 % 19.37 %
Africa Opportunity Ord
Global Emerging Markets
0.5 % -15.8 % -10.7 % -23.4 % 0 % 2.41 %
L&G UK Alpha I Acc
UK All Companies
-0.9 % -11.6 % -10.6 % -9.4 % 0.7 % 0.78 %
Threadneedle (Lux) Enhanced Cmdts IGH
-0.4 % -5.7 % -9.8 % -37.7 % 0 % 1 %
Threadneedle (Lux) Enhanced Cmdts ZGH
-0.4 % -5.9 % -9.8 % -37.5 % 0 % 1.05 %
Absolute Insight Currency B3p GBP
Targeted Absolute Return
-0.3 % -0.4 % -9.6 % -8.1 % 0 % 0.97 %
Better Capital PCC 2009 Ord
Private Equity
N/A -13.4 % -9.3 % 42.7 % 0 % 0.78 %
Jupiter Absolute Return I Acc
Targeted Absolute Return
-1.3 % -5.8 % -9.1 % 4.8 % 0.6 % 0.85 %
Reconstruction Capital II Ord
Private Equity
-0.2 % -12 % -9.1 % 99.5 % 0 % 2.95 %
Civitas Social Housing Ord
Property - UK Residential
0.5 % -15.7 % -7.5 % N/A 4.9 % 1.93 %
Downing Two VCT 'F' Ord
VCT Generalist
N/A 25 % -7.2 % -12.3 % 0 % 3.06 %
Merian Global Equity Abs Ret R GBP H Acc
Targeted Absolute Return
-0.8 % -10.7 % -7.1 % 0.5 % 0 % 0.87 %
Investec Glb Energy I Acc GBP
Specialist
2.7 % 3.7 % -6.9 % -18.2 % 2.5 % 0.91 %
DP Aircraft I Ord
Sector Specialist: Leasing
4.7 % -16.9 % -6.8 % 39.3 % 9 % 0.9 %
Maven Income and Growth VCT 6 Ord
VCT Generalist
N/A -5.7 % -6.7 % 21.2 % 3.5 % 3.48 %
Alternative Liquidity Fund
Hedge Funds
-16.7 % -40 % -6.6 % N/A 0 % 3.82 %
LF Miton UK Smaller Companies B Acc
UK Smaller Companies
-0.2 % -20.2 % -6.5 % 9.2 % 0.1 % 0.92 %
LF Miton UK Smaller Companies B Inc
UK Smaller Companies
-0.2 % -20.2 % -6.5 % 9.5 % 0.1 % 0.92 %
LF Canlife Global Resource C Acc
Specialist
3.2 % -1.2 % -6.3 % 2.9 % 1.4 % 1.04 %

Showing page 3/138. Found 4114 instruments from a total of 6274.

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.