Funds, ETFs & Investment Trusts

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% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
NB Distressed Debt New Glb
Sector Specialist: Debt
-3.1 % 14.1 % 28.5 % N/A 1.1 % 2.18 %
Vanguard US Opportunities Inv GBP Inc
North America
-7.8 % 14 % 93.4 % 151.6 % 0 % 0.95 %
Artemis US Select I Acc GBP
North America
-5 % 13.8 % 72.8 % N/A 0.1 % 0.84 %
Artemis US Select I Inc GBP
North America
-5 % 13.8 % 72.8 % N/A 0.1 % 0.84 %
Gresham House Strategic plc
UK Smaller Companies
-9.4 % 13.8 % 19.3 % N/A 1.5 % 3.35 %
Jupiter European Opportunities Ord
Rated Fund
Europe
-8.1 % 13.6 % 51.1 % 97 % 0.8 % 0.9 %
Franklin US Opportunities W Acc
North America
-5.6 % 13.6 % 63.9 % 111 % 0 % 0.83 %
Threadneedle American Extended Alpha INA GBP
North America
-3.3 % 13.4 % 74.7 % 115.4 % 0 % 0.82 %
Franklin US Opportunities Z Acc
North America
-5.6 % 13.4 % 62.9 % 109.9 % 0 % 1.03 %
Investec American I Acc Net GBP
North America
-4.3 % 13.3 % 87 % 122.4 % 0.4 % 0.84 %
Legg Mason IF Martin Currie North American X Acc £ H
North America
-4.1 % 13.3 % 36.2 % 59.6 % 0.4 % 1.05 %
Globalworth Real Estate Investments Ord
Property Direct - Europe
-5 % 13.3 % 98.2 % 75.7 % 5.6 % 1.52 %
Fidelity Global Health Care W-Acc-GBP
Global
-2.3 % 13.2 % 42.3 % 98 % 0 % 1.07 %
Calculus VCT Ord
VCT Generalist Pre Qualifying
N/A 13.1 % N/A N/A 5.8 % 4.6 %
JPMorgan Global Healthcare A (dist) GBP
-1.6 % 13 % 37.1 % 85.6 % 0 % 1.8 %
VPC Specialty Lending Investments Ord
Sector Specialist: Debt
-0.3 % 12.9 % 1.5 % N/A 8.8 % 2.9 %
Artemis US Equity I Acc GBP
North America
-3.9 % 12.8 % 71.2 % N/A 0.1 % 1 %
British&American 2025 3.5%
Private Equity
-3.3 % 12.6 % 68.1 % 140.8 % 2.9 % 2.12 %
BH Global USD Ord
Hedge Funds
1.5 % 12.6 % 41.5 % 61.5 % 0 % 2.86 %
JPMorgan US Smaller Companies Ord
Rated Fund
North American Smaller Companies
-9.2 % 12.5 % 71.1 % 114 % 0.7 % 1.33 %
Fidelity American Growth W-Acc-GBP
-3.9 % 12.5 % 63.3 % N/A 0 % 1.08 %
Albion Technology & General VCT Ord
VCT Generalist
4.4 % 12.5 % 10.9 % 22.9 % 5.3 % 2.81 %
BH Global GBP Ord
Hedge Funds
1 % 12.4 % 17.7 % 28.8 % 0 % 2.86 %
Guinness Global Energy X
Rated Fund
Global
-2.5 % 12.3 % 32 % -4.8 % 0 % 1.24 %
Pacific Alliance China Land Ord
Property Direct - Asia Pacific
0.8 % 12.3 % 56.2 % 91.5 % 0 % 2.96 %
Marlborough US Multi-Cap Income P Inc
North America
-4.8 % 12.3 % 60.3 % 91 % 1 % 0.87 %
L&G US Index Trust I Acc
North America
-3.5 % 12.2 % 70.5 % 113 % 1.3 % 0.1 %
L&G US Index Trust I Dist
North America
-3.5 % 12.2 % 70.4 % 112.9 % 1.3 % 0.1 %
Marlborough Nano Cap Growth P Acc
UK Smaller Companies
-5.7 % 12.2 % 60.6 % N/A 0.2 % 0.81 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
-2.9 % 12.1 % 0.8 % -72.7 % 0 % 2.81 %

Showing page 4/131. Found 3918 instruments from a total of 6066.

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.