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
Calculus VCT Ord
VCT Generalist
6.5 % -0.1 % -12 % N/A 5.3 % 3.78 %
Merian Gold & Silver R GBP Acc
Specialist
20.1 % 15.7 % -12 % N/A 0 % 0.99 %
Africa Opportunity Ord
Global Emerging Markets
0.2 % -20.6 % -12 % -24.5 % 0 % 3.03 %
Aberdeen Standard Asia Focus 2025 CULS
Asia Pacific Smaller Companies
1.5 % -19.3 % -10.4 % -11.7 % 0 % 1.24 %
Oxford Technology VCT 3 Ord
VCT Specialist: Technology
N/A -9.5 % -9.6 % 36.5 % 0 % 1.9 %
Merian UK Opportunities R GBP Acc
Targeted Absolute Return
-0.2 % -2.1 % -9.2 % -13.3 % 0 % 0.9 %
Riverstone Energy Ord
Sector Specialist: Commodities & Natural Resources
N/A -31.5 % -8.9 % -7.3 % 0 % 2.25 %
UK Mortgages
Debt - Structured Finance
-7.4 % -13 % -8.9 % N/A 7.4 % 3.25 %
L&G UK Alpha I Acc
UK All Companies
-3.9 % -25.3 % -8.8 % -10.3 % 0.7 % 0.78 %
Absolute Insight Currency B3p GBP
Targeted Absolute Return
-0 % -2.6 % -8.7 % -3.7 % 0 % 0.97 %
Schroder European Eq Abs Ret P2 Acc GBPH
Targeted Absolute Return
1 % -4 % -7.4 % -3.1 % 0 % 1.05 %
Hadrian's Wall Secured Investments Ord
Debt - Direct Lending
-10.3 % -12.6 % -7.3 % N/A 6.3 % 2.06 %
BlackRock Gold and General D Acc
Specialist
15.5 % 32.8 % -7 % 43.4 % 0.7 % 1.17 %
BlackRock Gold and General D Inc
Specialist
15.6 % 32.8 % -6.9 % 43.4 % 0.7 % 1.17 %
Jupiter Absolute Return I Acc
Targeted Absolute Return
-0.5 % -4.2 % -6.8 % 6.7 % 0.6 % 0.85 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 90 % -6.6 % -12.5 % 0 % 3.01 %
Puma VCT 10
VCT Generalist
-5.6 % -5.6 % -6.6 % -8.5 % 9 % 3 %
Drum Income Plus REIT Ord
Property - UK Commercial
-10.1 % -8.5 % -6.1 % N/A 6.7 % 2.23 %
Invesco UK Strategic Inc UK Z Acc
UK All Companies
1 % -12.4 % -5.7 % 7.7 % 3.7 % 0.92 %
Invesco UK Strategic Inc UK Z Inc
UK All Companies
1 % -12.4 % -5.7 % 7.8 % 3.7 % 0.92 %
HC Charteris Property A Inc
Property
-0.5 % -12.8 % -5.6 % -3 % 4.5 % 8.45 %
Invesco UK Strategic Inc UK Y Acc
UK All Companies
1 % -12.3 % -5.6 % 8 % 3.6 % 0.87 %
Invesco UK Strategic Inc UK Y Inc
UK All Companies
1.1 % -12.3 % -5.5 % 8 % 3.7 % 0.87 %
HC Charteris Property A Acc
Property
-0.5 % -12.8 % -5.4 % -2.9 % 4.4 % 8.45 %
BMO Global Equity Market Netrl V10 C Acc
Targeted Absolute Return
-1.7 % -15.3 % -5.4 % N/A 0.6 % 0.79 %
Kames UK Equity Absolute Ret GBP D Acc
Targeted Absolute Return
1.4 % 0.5 % -5.1 % -2.9 % 0 % 1.11 %
The Local Shopping REIT Ord
-0.7 % -11.6 % -5.1 % -4.3 % 0 % 0 %
Perpetual Income & Growth Ord
UK Equity Income
3.9 % -9.4 % -4.8 % 1.6 % 4.1 % 0.72 %
Threadneedle Abs Ret Bd Ins Grs Acc GBP
Targeted Absolute Return
0.1 % 1.3 % -4.5 % -7.3 % 0.3 % 0.65 %
Junior Oils P Acc
Specialist
-2.1 % -25.2 % -4.5 % -58.2 % 0 % 1.23 %

Showing page 3/133. Found 3979 instruments from a total of 6309.

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.