Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
L&G UK Property I Acc
UK Direct Property
-0.3 % 6.7 % 17.4 % 47.6 % 2.4 % 0.75 %
M&G Global Listed Infras GBP I Acc
Global
3.9 % 6.7 % N/A N/A 2.2 % 1.1 %
M&G Global Listed Infras GBP I Inc
Global
3.9 % 6.7 % N/A N/A 3.1 % 1.1 %
Sarasin Food & Agriculture Opps I Acc
Specialist
-1.7 % 6.7 % 66.8 % 69.9 % 1.2 % 1.74 %
Fidelity American Special Sits W Acc
Rated Fund
North America
-2.2 % 6.6 % 48 % 101 % 0.5 % 0.92 %
Schroder QEP US Core I Acc
North America
-0.5 % 6.6 % 63.2 % 99.8 % 1.4 % 0.32 %
iShares North American Eq Idx (UK) D Acc
North America
-0.4 % 6.6 % 64.8 % 101.9 % 1.5 % 0.08 %
L&G Global Real Estate Div Index I Acc
Property
3.1 % 6.6 % N/A N/A 3.1 % 0.2 %
L&G Global Real Estate Div Index I Inc
Property
3.1 % 6.6 % N/A N/A 3.2 % 0.2 %
F&C Investment Trust Ord
Rated Fund
Global
-0.9 % 6.5 % 65.5 % 98.2 % 1.6 % 0.52 %
BMO North American Equity 2 Acc
North America
-0.1 % 6.5 % 67.2 % 109.7 % 0.9 % 0.82 %
L&G UK Property I Inc
UK Direct Property
-0.4 % 6.5 % 16.6 % 46.1 % 2.4 % 0.75 %
Drum Income Plus REIT Ord
Property Direct - UK
N/A 6.5 % 6.5 % N/A 6.5 % 2.18 %
Threadneedle US Eq Inc L Inc GBP
North America
0.2 % 6.4 % 60.2 % 90.4 % 2.5 % 0.68 %
Pantheon International Ord PLC
Rated Fund
Private Equity
-2 % 6.4 % 51.2 % 92.5 % 0 % 1.34 %
Mobeus Income & Growth VCT Ord
VCT Generalist
N/A 6.4 % 21.5 % 67.5 % 2.1 % 2.82 %
International Public Partnerships Ord
Sector Specialist: Infrastructure
0.7 % 6.4 % 25.7 % 54.6 % 4.8 % 1.47 %
Fidelity US High Yield W-Acc-GBP
2.5 % 6.4 % 47.9 % 59.4 % 0 % 0.89 %
Vanguard US Opportunities Inv GBP Inc
North America
0.1 % 6.4 % 79.5 % 139.8 % 0 % 0.95 %
JPM Diversified Real Return C Net Inc
Unclassified Sector
1.6 % 6.4 % N/A N/A 1.3 % 0.89 %
Fidelity Asian Values Ord
Asia Pacific - Excluding Japan
0.8 % 6.4 % 80.3 % 97.5 % 1.4 % 1.19 %
EJF Investments 2022 ZDP
Sector Specialist: Financials
N/A 6.3 % N/A N/A 0 % 3.48 %
HgCapital Trust Ord
Private Equity
-6.5 % 6.3 % 84.8 % 103.5 % 2.2 % 0.42 %
UBS S&P 500 Index C Inc
North America
0.5 % 6.3 % 65.6 % N/A 0.7 % 0.09 %
Fidelity Global Property W Acc
Rated Fund
Property
2.3 % 6.3 % 38.9 % 75.2 % 1.7 % 0.95 %
Fidelity Global Property W Inc
Property
2.2 % 6.3 % 38.9 % N/A 2.5 % 0.95 %
Liontrust Sust Fut Absolute Gr 2 Net Acc
Flexible Investment
1.5 % 6.3 % 49.9 % 65 % 0.3 % 0.93 %
iShares Glb Prpty Secs Eq Idx (UK) D Acc
Rated Fund
Property
2.5 % 6.3 % 41.5 % 74.3 % 2.7 % 0.22 %
Aviva Investors US Equity Inc II 2 £ Inc
North America
0 % 6.3 % 58.3 % 78.8 % 2.6 % 0.88 %
BMO US Smaller Companies C Inc
North American Smaller Companies
-3 % 6.3 % 55.2 % 79 % 0 % 0.83 %

Showing page 9/131. 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.