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
ASI Eurpan Real Estate I Inc
Property
3.8 % 17.2 % 36.5 % 86.5 % 2.8 % 0.85 %
GAM Star Capital Apprec US Eq Instl £Acc
North America
-3.5 % 17.2 % 38.7 % 91.4 % 0 % 1.33 %
Baillie Gifford Pacific B Inc
Asia Pacific Excluding Japan
-0.5 % 17.2 % 36.1 % 79.2 % 0.6 % 0.73 %
BNY Mellon Long Gilt Inst Acc
UK Gilts
-2.3 % 17.2 % 14.1 % 46.1 % 1.1 % 0.61 %
ASI Eurpan Real Estate I Acc
Property
3.8 % 17.2 % 36.2 % 87.5 % 2.7 % 0.85 %
Fundsmith Sustainable Equity I Acc
Global
-3.3 % 17.2 % N/A N/A 0.5 % 1.05 %
BGF Asian Dragon D4 GBP
Asia Pacific Excluding Japan
-1.6 % 17.2 % 18.5 % 78.9 % 0.8 % 1.1 %
BlackRock Asia D Acc GBP
Asia Pacific Excluding Japan
-1.6 % 17.2 % 19.9 % 69.4 % 0.9 % 0.98 %
Baillie Gifford Pacific B Acc
Asia Pacific Excluding Japan
-0.5 % 17.2 % 36.1 % 79.2 % 0.6 % 0.73 %
Legg Mason IF CB US Eq Inc X Inc
North America
-3.5 % 17.2 % 37.9 % 102.6 % 1.6 % 0.93 %
Kotak India Midcap B GBP Acc
2.9 % 17.1 % 2.7 % 84.2 % 0 % 3.06 %
Legg Mason IF CB US Eq Inc X Acc
North America
-3.5 % 17.1 % 37.9 % 102.5 % 1.6 % 0.93 %
Carmignac Pf Grande Europe W GBP Acc Hdg
Europe Including UK
1.5 % 17.1 % 36.8 % 46 % 0 % 1.15 %
Legg Mason MC Glb L-T Uncons X GBP Acc
Global
-2.5 % 17.1 % 39.8 % N/A 0 % 1.25 %
Baillie Gifford Act Lng Glt Invmt B Inc
Unclassified Sector
-1 % 17 % 15.8 % 43.2 % 1.6 % 0.26 %
Fidelity Instl Sterl Core Pls Bd Acc
-1.5 % 17 % 18.1 % 46.8 % 1.9 % 0.49 %
Baillie Gifford Act Lng Glt Invmt B Acc
Unclassified Sector
-1 % 17 % 15.7 % 43.2 % 1.6 % 0.26 %
Franklin UK Mid Cap W Acc
UK All Companies
1.9 % 17 % 39.4 % 77.9 % 2.4 % 0.82 %
Fidelity European Values Ord
Rated Fund
Europe
1.1 % 17 % 45.8 % 93.3 % 3.2 % 0.88 %
Franklin India W(acc)GBP
Specialist
4.3 % 17 % 4.1 % 62.3 % 0 % 1.08 %
Franklin UK Mid Cap W Inc
UK All Companies
1.9 % 17 % 39.3 % 77.8 % 2.4 % 0.82 %
VT Halo Global Asian Cnsmr B £ Net Acc
Asia Pacific Excluding Japan
-3.6 % 17 % 15.8 % N/A 1.7 % 1.02 %
AS SICAV I Indian Equity X Acc GBP
Specialist
2.8 % 17 % 16.2 % 73.2 % 0 % 1.31 %
VT Halo Global Asian Cnsmr B £ Net Inc
Asia Pacific Excluding Japan
-3.6 % 17 % 15.8 % N/A 1.7 % 1.02 %
JPM Em Mkts Small Cap A (dist) perf GBP
Global Emerging Markets
-1 % 17 % 15.3 % 68.5 % 0.9 % 1.81 %
Fundsmith Equity I Acc
Rated Fund
Global
-2.9 % 17 % 50.4 % 161.9 % 0.7 % 0.95 %
JPMorgan Mid Cap Ord
UK All Companies
3.8 % 17 % 41 % 86.2 % 2.3 % 0.97 %
NextEnergy Solar Ord
Sector Specialist: Infrastructure - Renewable Energy
1.2 % 17 % 34.5 % 57.1 % 6.1 % 1.1 %
Fundsmith Equity I Inc
Global
-2.9 % 17 % 50.3 % 161.8 % 0.7 % 0.95 %
First State Asian Prpty Secs B Inc GBP
Property
-2.1 % 16.9 % 15.8 % 65 % 1.4 % 1.64 %

Showing page 9/138. Found 4128 instruments from a total of 6275.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

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.