Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Gresham House Strategic plc
UK Smaller Companies
-0.4 % 8.8 % 13.5 % N/A 2.1 % 3.35 %
Pacific Assets Ord
Asia Pacific - Excluding Japan
7.1 % 8.7 % 59.2 % 98.1 % 0.9 % 1.26 %
NB Global Floating Rate Income USD Ord
Sector Specialist: Debt
2.4 % 8.7 % 34.7 % 42.2 % 3.9 % 1.18 %
Amedeo Air Four Plus
Sector Specialist: Leasing
-0.9 % 8.6 % 30.4 % N/A 9.1 % 0.97 %
JPM US Small Cap Growth C Acc
North American Smaller Companies
-0.6 % 8.6 % 81.7 % 96.1 % 0 % 0.8 %
JPM US Small Cap Growth C Inc
North American Smaller Companies
-0.6 % 8.5 % 81.7 % 96.1 % 0 % 0.8 %
Threadneedle Amer Extnd Alpha Ins AccGBP
North America
0.7 % 8.5 % 68.4 % 107.4 % 0 % 0.82 %
NextEnergy Solar Ord
Sector Specialist: Infrastructure - Renewable Energy
1.5 % 8.5 % 35.4 % N/A 6.3 % 1.05 %
Morgan Stanley Glb Brands Eq Inc I Inc
Global Equity Income
2.2 % 8.4 % N/A N/A 3.8 % 1 %
Morgan Stanley Glb Brands Eq Inc I Acc
Global Equity Income
2.3 % 8.4 % N/A N/A 3.7 % 1 %
Stewart Investors AsiaPac Ldrs B Acc GBP
Specialist
5.1 % 8.4 % 52.1 % 77.4 % 1.2 % 0.89 %
Stewart Investors AsiaPac Ldrs B Inc GBP
Specialist
5.1 % 8.4 % 52 % 77.2 % 1.2 % 0.91 %
Templeton Global Bond W(Mdis)GBP
Global Bonds
3.1 % 8.3 % 32 % 34.7 % 6.5 % 0.9 %
HSBC American Index Institutional Acc
North America
0.5 % 8.3 % 66.7 % 110.2 % 1.4 % 0.02 %
Polar Capital Glb Healthcare Ord
Sector Specialist: Biotechnology & Healthcare
-0.5 % 8.3 % 32.3 % 69.5 % 0.8 % 1.4 %
Troy Trojan Global Eq S Acc
Global
2.8 % 8.3 % 52.2 % 94.9 % 0.7 % 0.85 %
HSBC American Index C Acc
Rated Fund
North America
0.5 % 8.3 % 66.5 % 109.2 % 1.4 % 0.06 %
HSBC American Index C Inc
North America
0.5 % 8.3 % 66.5 % 109.3 % 1.4 % 0.06 %
Troy Trojan Global Eq S Inc
Global
2.8 % 8.3 % 52.2 % 94.9 % 0.7 % 0.85 %
Robeco Global Consumer Trends Eqs F £
1.6 % 8.2 % N/A N/A 0 % 0.95 %
Janus Henderson Hrzn Glbl Pty Eqs H2 GBP
Property
2.6 % 8.2 % 46.7 % 73.8 % 0 % 1.08 %
Greencoat UK Wind
Sector Specialist: Infrastructure - Renewable Energy
-1.4 % 8.2 % 40.5 % 62.9 % 6.3 % 1.53 %
Troy Trojan Global Eq O Acc
Global
2.8 % 8.2 % 51.6 % 93.2 % 0.6 % 0.93 %
Troy Trojan Global Eq O Inc
Global
2.8 % 8.2 % 51.6 % 93.2 % 0.6 % 0.93 %
Neptune US Income C Inc GBP
North America
-0.3 % 8.1 % 62.5 % 100.8 % 2.1 % 0.99 %
Investec SIV Global Franchise I Acc
Global
1 % 8.1 % 56.6 % 96.8 % 0.9 % 0.84 %
NB Private Equity Partners Ord
Private Equity
-3.2 % 8.1 % 66.5 % 131.4 % 2.9 % 2.75 %
L&G Global Technology Index I Acc
Technology and Telecommunications
0.5 % 8.1 % 91.5 % 155.7 % 0.9 % 0.32 %
Neptune US Income C Acc GBP
North America
-0.3 % 8.1 % 62.5 % 101.5 % 1 % 1 %
Triple Point Income VCT D
VCT Generalist
5.7 % 8.1 % 15.8 % N/A 4.8 % 2.43 %

Showing page 6/131. Found 3922 instruments from a total of 6098.

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.