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
Pembroke VCT B
VCT Generalist
-0.9 % 5.9 % 16.2 % N/A 2.7 % 2.77 %
Capital Group Global Allc (LUX) Z GBP
Flexible Investment
-3.1 % 5.9 % 13 % 45.7 % 0 % 0.9 %
Brown Advisory Global Leaders B GBP Inc
Rated Fund
Global
-8.8 % 5.9 % N/A N/A 0.3 % 1 %
Schroder Long Dated Corporate Bond I
£ Corporate Bond
-8.7 % 5.8 % 16.5 % 34 % 3.4 % 0.27 %
LF Miton European Opportunities F Acc
Europe Excluding UK
-11.1 % 5.8 % 34.4 % N/A 0.7 % 0.59 %
Legg Mason MC Glb L-T Uncons X GBP Acc
Global
-7.6 % 5.8 % 29 % N/A 0 % 1.24 %
VT Gravis Clean Energy Income C GBP Acc
Rated Fund
Global
-15.5 % 5.7 % N/A N/A 3.4 % 0.8 %
VT Gravis Clean Energy Income C GBP Inc
Global
-15.5 % 5.7 % N/A N/A 3.5 % 0.8 %
Kames Global Eq Mkts Netrl GBP B Acc
Targeted Absolute Return
-0.1 % 5.7 % 4.9 % N/A 0 % 1.14 %
Vanguard Euro Govt Bd Idx GBPH Acc
Global Bonds
-1.7 % 5.6 % 13.1 % 13.1 % 0.8 % 0.12 %
TIME Freehold Inc Authorised D Net Inc
Property
0.1 % 5.6 % 22.8 % 47.3 % 3.5 % 1.68 %
Albion Enterprise VCT Ord
VCT Generalist
N/A 5.6 % 36.1 % 63.8 % 5.1 % 2.83 %
Odey Swan I GBP Inc
21.1 % 5.5 % 8.1 % -43.3 % 0 % 1.35 %
LF Miton European Opportunities B Acc
Rated Fund
Europe Excluding UK
-11.1 % 5.5 % 33.4 % N/A 0.5 % 0.84 %
Liontrust Balanced C Inc GBP
Mixed Investment 40-85% Shares
-6.2 % 5.4 % 20.9 % 32.9 % 0.1 % 0.83 %
Jupiter Japan Income I Acc
Rated Fund
Japan
-3.6 % 5.4 % 17.8 % 53.9 % 2.5 % 0.98 %
PIMCO GIS Ttl Ret Bd Instl GBPH Inc
Global Bonds
-1.7 % 5.4 % 8 % 10 % 2.8 % 0.5 %
Liontrust Balanced C Acc GBP
Mixed Investment 40-85% Shares
-6.2 % 5.4 % 20.9 % 33.1 % 0.1 % 1.64 %
Jupiter Japan Income I Inc
Japan
-3.6 % 5.4 % 17.8 % 53.8 % 2.6 % 0.98 %
BNY Mellon Index Linked Gilt Inst Acc
UK Index Linked Gilts
-2.7 % 5.3 % 13.7 % 37.1 % 0.9 % 0.57 %
AXA Framlington Global Thematics Z Acc
Global
-12.2 % 5.3 % 23.7 % 52.7 % 5.2 % 0.86 %
BlackRock European Absolute Alpha D Acc
Targeted Absolute Return
0.5 % 5.3 % 16.6 % 18.7 % 0 % 0.93 %
AXA Framlington Global Thematics Z Inc
Global
-12.2 % 5.2 % 23.7 % 52.7 % 0.2 % 0.86 %
TIME Freehold Inc Authorised B Net Acc
Property
0.1 % 5.2 % 22.5 % 47 % 3.4 % 1.68 %
Liontrust Sust Fut Managed Gr 2 Net Acc
Flexible Investment
-8.9 % 5.2 % 31.4 % 58.9 % 0.2 % 0.91 %
Morgan Stanley US Advantage I Acc GBP
North America
-6.6 % 5.2 % 45.2 % N/A 0 % 0.85 %
Smith & Williamson North American Eq B
North America
-8.9 % 5.2 % 26.2 % 60.7 % 0.5 % 0.7 %
Foresight 4 VCT Ord
VCT Generalist
-1.7 % 5.1 % 22.7 % 50 % 0 % 2.39 %
L&G Global Inflation Linked Bd Idx I Acc
Global Bonds
-1.6 % 5.1 % 7.3 % 7.9 % 0.9 % 0.27 %
L&G Global Inflation Linked Bd Idx I Inc
Global Bonds
-1.6 % 5.1 % 7.3 % 7.9 % 0.9 % 0.27 %

Showing page 9/138. Found 4136 instruments from a total of 6321.

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.