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
Liontrust Sust Fut Absolute Gr 2 Net Acc
Flexible Investment
4.7 % 18.8 % 55 % 81.2 % 0.3 % 0.93 %
Fidelity Multi Asset Allctr Advtrs Y Acc
Flexible Investment
3.4 % 10.8 % 33 % 47.9 % 1.4 % 0.25 %
Neptune Global Alpha C Acc GBP
Flexible Investment
3.2 % 10.4 % 61.7 % 85.9 % 0 % 0.89 %
Newton Multi-Asset Growth Inst W Acc
Rated Fund
Flexible Investment
4.1 % 9.6 % 31.1 % 64.9 % 1.5 % 0.67 %
Newton Multi-Asset Growth Inst W Inc
Flexible Investment
4.1 % 9.6 % 31.1 % 64.9 % 1.5 % 0.67 %
LF Waverton Portfolio B Inc
Flexible Investment
3.3 % 9.4 % 33.8 % 49.6 % 1.1 % 0.96 %
Jupiter Merlin Growth I Acc
Flexible Investment
3.2 % 8.3 % 34.7 % 59.7 % 0.3 % 1.72 %
Jupiter Merlin Growth Portfolio I Inc
Flexible Investment
3.2 % 8.3 % 34.7 % 59.7 % 0.3 % 1.72 %
Troy Spectrum O Acc
Flexible Investment
2.7 % 8.2 % 31.3 % 57.6 % 0.5 % 1.5 %
Troy Spectrum O Inc
Flexible Investment
2.7 % 8.2 % 31.1 % 57.4 % 0.5 % 1.5 %
AHFM Defined Returns B GBP Acc
Flexible Investment
1.7 % 8 % 32.9 % 44.5 % 0 % 0.72 %
Osprey Institutional W Inc
Flexible Investment
3.4 % 7.9 % 32.1 % N/A 1.1 % 0.95 %
Osprey Institutional W Acc
Flexible Investment
3.4 % 7.9 % 32.1 % N/A 1.1 % 0.95 %
MGTS Frontier Adventurous Z Acc
Flexible Investment
5.2 % 7.8 % 39.3 % 59.1 % 1.2 % 1.54 %
Margetts Venture Strategy Fd R GBP Acc
Flexible Investment
5.2 % 7.8 % 39.6 % 56.5 % 1 % 1.54 %
Capital Group EM Ttl Opps (LUX) Zgd GBP
Flexible Investment
3.2 % 7.5 % 30 % 37.8 % 4.8 % 1.03 %
Capital Group EM Ttl Opps (LUX) Z GBP
Flexible Investment
3.2 % 7.5 % 30 % 38.6 % 0 % 1.03 %
Capital Group EM Ttl Opps (LUX) Zd GBP
Flexible Investment
3.2 % 7.5 % 29.9 % 37.8 % 3.7 % 1.03 %
Close Tactical Select Passive Gr X Acc
Flexible Investment
3.3 % 7.4 % 34.2 % 49.2 % 1.5 % 0.5 %
Close Growth Portfolio X Acc
Flexible Investment
3.1 % 7.3 % 28.5 % 43.3 % 1.1 % 0.96 %
SVS Brown Shipley Dynamic I Inc
Flexible Investment
3.5 % 7.3 % 31.6 % 44.3 % 1.3 % 1.4 %
SVS Brown Shipley Dynamic I Acc
Flexible Investment
3.5 % 7.3 % 31.7 % 44.3 % 1.3 % 1.4 %
Sarasin Global Equity Real Return P Inc
Flexible Investment
3.4 % 7.2 % 33.6 % 43.9 % 1.6 % 1.74 %
Sarasin Global Equity Real Return P Acc
Flexible Investment
3.4 % 7.2 % 33.6 % 44 % 1.6 % 1.74 %
BMO Multi-Manager Investment Trust C Acc
Flexible Investment
2.6 % 7 % 43.5 % 59.8 % 0.7 % 0.81 %
Close Managed Growth X Acc
Flexible Investment
3.7 % 6.7 % 33.5 % 47.3 % 0.8 % 1.12 %
Architas MA Active Growth A Inc
Flexible Investment
4.2 % 6.7 % 34.7 % 54.8 % 0.4 % 1.53 %
Architas MA Active Growth A Acc
Flexible Investment
4.3 % 6.7 % 34.7 % 54.7 % 0.4 % 1.53 %
Fidelity MltAsst Open Adv N Acc
Flexible Investment
2.7 % 6.6 % 32.6 % 42.4 % 0.7 % 1.15 %
Close Strategic Alpha X Acc
Flexible Investment
4.8 % 6.5 % 35.9 % 52.8 % 0.1 % 1.59 %

Showing page 1/4. Found 109 instruments from a total of 6242.

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.