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
Royal London Sustainable Div C Acc
Mixed Investment 20-60% Shares
2.5 % 8.5 % 33 % 54.7 % 1.7 % 0.77 %
Royal London Sustainable Div C Inc
Rated Fund
Mixed Investment 20-60% Shares
2.4 % 8.5 % 32.5 % 54.1 % 1.7 % 0.77 %
LF Seneca Diversified Income B Inc
Mixed Investment 20-60% Shares
1.6 % 8.1 % 27.1 % 39.5 % 4.9 % 1.18 %
HSBC World Selection Div Dis Port C Acc
Mixed Investment 20-60% Shares
2.3 % 7.3 % 21.6 % 36 % 3.8 % 0.93 %
HSBC World Selection Div Dis Port C Inc
Mixed Investment 20-60% Shares
2.3 % 7.3 % 21.6 % 35.7 % 3.9 % 0.93 %
Kames Diversified Monthly Inc GBP B Acc
Mixed Investment 20-60% Shares
2.3 % 7.3 % 24.9 % 43.5 % 4.9 % 0.6 %
Kames Diversified Monthly Inc GBP B Inc
Rated Fund
Mixed Investment 20-60% Shares
2.3 % 7.2 % 24.8 % 43.4 % 5 % 0.6 %
Fidelity Mlt Asst Allctr Strat Y Acc
Mixed Investment 20-60% Shares
2 % 6.9 % 17.1 % 29.3 % 1.2 % 0.25 %
Vanguard LifeStrategy 40% Equity A Acc
Rated Fund
Mixed Investment 20-60% Shares
1.7 % 6.2 % 21.6 % 39.1 % 1.3 % 0.22 %
Vanguard LifeStrategy 40% Equity A Inc
Mixed Investment 20-60% Shares
1.7 % 6.2 % 21.6 % 39.1 % 1.3 % 0.22 %
AXA Global Distribution Z Inc
Mixed Investment 20-60% Shares
2.8 % 6.2 % 29.6 % 49.4 % 1.5 % 0.8 %
AXA Global Distribution Z Acc
Mixed Investment 20-60% Shares
2.8 % 6.1 % 29.3 % 48.5 % 1.5 % 0.8 %
Vanguard Target Retirement 2015 Acc
Mixed Investment 20-60% Shares
1.7 % 6 % 22.2 % N/A 1.2 % 0.24 %
Fidelity MltAsst Bal Inc N Inc
Mixed Investment 20-60% Shares
1.6 % 5.9 % 18.2 % 30.8 % 3.8 % 0.94 %
BlackRock Consensus 60 D Acc
Mixed Investment 20-60% Shares
1.9 % 5.9 % 22.2 % 36.4 % 2 % 0.22 %
Fidelity MltAsst Open Str N Acc
Mixed Investment 20-60% Shares
1.7 % 5.8 % 22 % 31.8 % 1.3 % 1.05 %
HC Verbatim Multi-Index Portfolio 4 A
Mixed Investment 20-60% Shares
1.8 % 5.6 % 21.8 % 35.4 % 1.8 % 0.75 %
Premier Multi-Asset Distribution C Acc
Mixed Investment 20-60% Shares
2 % 5.5 % 20.5 % 37 % 4.3 % 1.31 %
Fidelity MltAsst Open Str Y Inc
Mixed Investment 20-60% Shares
1.7 % 5.5 % 21.2 % 30.3 % 1.3 % 1.3 %
Premier Multi-Asset Distribution C Inc
Mixed Investment 20-60% Shares
2 % 5.5 % 20.5 % 37.9 % 4.4 % 1.31 %
Jupiter Merlin Income I Inc
Mixed Investment 20-60% Shares
2.1 % 5.5 % 21.1 % 28.8 % 2.8 % 1.48 %
Jupiter Merlin Income I Acc
Mixed Investment 20-60% Shares
2.1 % 5.5 % 21.2 % 28.8 % 2.7 % 1.48 %
Close Diversified Income Port X Acc
Mixed Investment 20-60% Shares
1.2 % 5.5 % 16 % 23.7 % 3.7 % 0.74 %
7IM Sustainable Balance C Acc
Mixed Investment 20-60% Shares
2 % 5.4 % 19 % 33.8 % 1.9 % 1.44 %
7IM Sustainable Balance C Inc
Mixed Investment 20-60% Shares
2 % 5.4 % 19 % 33.8 % 1.9 % 1.44 %
Close Diversified Income Port X Inc
Mixed Investment 20-60% Shares
1.2 % 5.4 % 14.8 % 22.4 % 3.8 % 0.75 %
Premier Multi-Asset Distribution B Inc
Mixed Investment 20-60% Shares
2 % 5.3 % 19.7 % 36.3 % 4.4 % 1.56 %
Premier Multi-Asset Monthly Inc C Acc
Mixed Investment 20-60% Shares
1.9 % 5.1 % 19.3 % 34.4 % 4.7 % 1.25 %
Premier Multi-Asset Monthly Inc C Inc
Mixed Investment 20-60% Shares
1.9 % 5.1 % 19.3 % 35.2 % 4.8 % 1.25 %
AXA Distribution Z Acc
Mixed Investment 20-60% Shares
2.1 % 5.1 % 21.5 % 28.1 % 2.7 % 0.77 %

Showing page 1/6. Found 174 instruments from a total of 6241.

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.