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
Dodge & Cox Worldwide US Stock A GBP
North America
-3.3 % 10.4 % 73.3 % 108 % 0 % 0.63 %
Neptune US Income C Inc GBP
North America
-4.7 % 10.2 % 67.1 % 106 % 2 % 0.99 %
Neptune US Income C Acc GBP
North America
-4.7 % 10.2 % 67 % 106.8 % 1.5 % 1 %
Robeco Global Consumer Trends Eqs F £
-6.5 % 10.2 % N/A N/A 0 % 0.95 %
Vanguard US Equity Index Acc
North America
-4.6 % 10.2 % 68 % 107.9 % 1.3 % 0.1 %
Vanguard US Equity Index Inc
North America
-4.6 % 10.2 % 67.9 % 107.9 % 1.3 % 0.1 %
North Atlantic Smaller Cos Ord
North American Smaller Companies
2.6 % 10.2 % 40.9 % 90.4 % 0 % 1.03 %
Fidelity Japanese Values Ord
Japan
-1.2 % 10.1 % 90.8 % 108.7 % 0 % 1.31 %
iShares North American Eq Idx (UK) D Acc
North America
-3.6 % 10.1 % 68.3 % 108.3 % 1.4 % 0.08 %
CFP SDL UK Buffettology Inst Inc
Rated Fund
UK All Companies
-5.9 % 10.1 % 59.7 % 97.9 % 0.9 % 1.28 %
Polar Capital UK Absolute Equity I GBP
Targeted Absolute Return
-6.9 % 10.1 % 70.9 % N/A 0 % 1.18 %
Janus Henderson Institutional North American Index Opportunities I Acc
North America
-3.5 % 10 % 67.3 % 105.3 % 1.2 % 0.34 %
JPMorgan Smaller Companies Ord
UK Smaller Companies
-7.3 % 9.9 % 28.6 % 55.2 % 1.7 % 1.02 %
LF Miton US Opportunities B Acc
Rated Fund
North America
-4.4 % 9.9 % 71.4 % 105.4 % 0 % 0.97 %
Smith & Williamson North American Eq B
North America
-5.1 % 9.9 % 64.8 % 85 % 0.4 % 0.7 %
Morgan Stanley UK Global Brands I GBP
Global
-2.5 % 9.8 % 59.3 % 98.2 % 0.8 % 0.9 %
Morgan Stanley UK Global Brands I Inc
Global
-2.5 % 9.8 % 59.3 % 98 % 0.8 % 0.9 %
Aberdeen North American Equity I
North America
-3.8 % 9.8 % 61 % 82.2 % 0.5 % 0.87 %
Aberdeen Global North American Equity X Acc GBP
North America
-3.7 % 9.7 % 59.2 % 78.8 % 0 % 0.94 %
Brown Advisory US Smaller Companies £ B
North American Smaller Companies
-7.5 % 9.7 % 72.7 % N/A 0 % 0.94 %
Polar Capital Technology Ord
Sector Specialist: Tech Media & Telecomm
-7.8 % 9.7 % 116.2 % 159.3 % 0 % 0.99 %
Alpha Real Trust Ord
Property Direct - Europe
4.6 % 9.6 % 101.4 % 212 % 1.4 % 4.84 %
BGF World Energy D4 GBP
Specialist
-3.3 % 9.5 % 28 % -3.1 % 1 % 1.31 %
Threadneedle American Sel Z Acc GBP
North America
-4.1 % 9.5 % 69.5 % 102.1 % 0.3 % 0.83 %
Threadneedle American Sel Z Inc GBP
North America
-4.1 % 9.5 % 69.5 % 102.1 % 0.3 % 0.83 %
Marlborough ETF Commodity P Acc
Specialist
2 % 9.5 % 29.6 % -11.8 % 0 % 1.25 %
FP Octopus UK Micro Cap Growth P Acc
UK Smaller Companies
-8.6 % 9.4 % 56.1 % 72.9 % 0 % 1.62 %
Kubera Cross-Border Ord
Country Specialists: Asia Pacific
-1.1 % 9.4 % 71.6 % -19.7 % 0 % 1.57 %
Foreign & Colonial Investment Trust Ord
Rated Fund
Global
-6.3 % 9.4 % 67.6 % 100 % 1.1 % 0.52 %
Pershing Square Holdings Ord GBP
Hedge Funds
-4 % 9.4 % -5 % N/A 0 % 0 %

Showing page 7/131. 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.