Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Yield OCF
Aviva Investors European Prpty I GBP Inc
-6.1 % -9.9 % -22.7 % -17.3 % 0 % 1.77 %
Symphony International Holding Ord
Private Equity
-12.7 % -15.9 % -22.3 % 25.4 % 3.5 % 2.6 %
BGF World Energy D4 GBP
Specialist
-11.4 % -14.8 % -22 % -17.6 % 2.2 % 1.31 %
Adams Ord
Sector Specialist: Biotechnology & Healthcare
63.6 % 500 % -21.7 % -37.9 % 0 % 6.55 %
Doric Nimrod Air Two Ord
Sector Specialist: Leasing
-4.1 % -27.6 % -21 % -17 % 10 % 1.09 %
NB Distressed Debt Inv Extended Life
Debt - Loans & Bonds
1.5 % -10.5 % -20.2 % -14.6 % 0.9 % 2.45 %
Downing Four Healthcare Shs
VCT Specialist: Healthcare & Biotechnology Pre Qualifying
N/A -20 % -20 % N/A 0 % 2.29 %
NB Distressed Debt Ord
Debt - Loans & Bonds
0.6 % -4.9 % -19.7 % -6.9 % 0 % 2.45 %
Downing Two VCT 'G' Ord
VCT Generalist
N/A -22.9 % -19.4 % -24.3 % 0 % 2.91 %
EIH Ord
Country Specialists: Asia Pacific
1.2 % -0.5 % -19.2 % -11.4 % 0 % 2.77 %
Investec Glb Energy I Acc GBP
Specialist
-10.8 % -10.9 % -19 % -17 % 2.8 % 0.89 %
Miton UK Microcap
UK Smaller Companies
-2.9 % -11 % -18.9 % N/A 0.4 % 1.5 %
Jupiter Absolute Return I Acc
Targeted Absolute Return
-6.5 % -14.1 % -18.8 % -8.9 % 1.4 % 0.85 %
Oxford Technology VCT 4 Ord
VCT Specialist: Technology
N/A N/A -18.8 % 26.2 % 0 % 1.97 %
Aseana Properties Ord
Property Direct - Asia Pacific
-2.2 % -16.9 % -18.2 % 16.6 % 0 % 19.37 %
Aberdeen Standard Asia Focus 2025 CULS
Asia Pacific Smaller Companies
0.5 % 0.5 % -18 % -12.5 % 0 % 1.16 %
Threadneedle (Lux) Enhanced Cmdts ZGH
-3.1 % -7.7 % -17.6 % -30.5 % 0 % 1.05 %
Threadneedle (Lux) Enhanced Cmdts IGH
-3.1 % -7.6 % -17.6 % -30.7 % 0 % 1 %
Doric Nimrod Air Three Ord
Sector Specialist: Leasing
-7.3 % -22.7 % -17.1 % -10.5 % 11.8 % 0.93 %
LF Canlife Global Resource C Acc
Specialist
-7.6 % -8.5 % -16.7 % 4.3 % 1.4 % 1.04 %
TB Guinness Global Energy I Acc
Specialist
-15.2 % -16.8 % -16.5 % -3.6 % 1.8 % 0.95 %
Alquity Africa GBP I
Specialist
-5.6 % -7.2 % -16.3 % -20.3 % 0 % 2.04 %
Majedie Investments Ord
Global
-10.9 % -16.8 % -16.3 % 9.8 % 4.1 % 1.03 %
Jupiter India I Acc
Specialist
-4.8 % 4.6 % -16 % 19.4 % 0.6 % 1.05 %
India Capital Growth Ord
Country Specialists: Asia Pacific
-8.2 % -14.5 % -15.3 % 7.2 % 0 % 2 %
Africa Opportunity Ord
Global Emerging Markets
1.2 % -1.9 % -14.3 % -19.6 % 0 % 2.41 %
Puma VCT 12
VCT Generalist Pre Qualifying
N/A -8.7 % -14.2 % N/A 1.2 % 2.86 %
BMO Commercial Property Trust
Rated Fund
Property - UK Commercial
-6.9 % -11.6 % -14 % -9.8 % 4.6 % 1.18 %
UK Mortgages
Debt - Structured Finance
-1.8 % -8.2 % -13.9 % N/A 6 % 1.49 %
LF Miton UK Smaller Companies B Acc
UK Smaller Companies
-3.9 % -18.3 % -13.8 % 11 % 0.1 % 1 %

Showing page 3/139. Found 4145 instruments from a total of 6334.

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.