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
0.5 % 9.5 % 29.6 % 59.5 % 1.5 % 0.77 %
Royal London Sustainable Div C Inc
Rated Fund
Mixed Investment 20-60% Shares
0.5 % 9.5 % 29.5 % 58.9 % 1.5 % 0.77 %
Fidelity Mlt Asst Allctr Strat Y Acc
Mixed Investment 20-60% Shares
0.9 % 7.5 % 13.5 % 32.6 % 1.1 % 0.25 %
Liontrust Sust Fut Defesv Mgd 2 Net Inc
Mixed Investment 20-60% Shares
-0.5 % 6.8 % 23.7 % 45.9 % 2 % 0.93 %
Kames Diversified Monthly Inc GBP B Inc
Rated Fund
Mixed Investment 20-60% Shares
-1.5 % 6.7 % 18.9 % 38.6 % 4.8 % 0.6 %
VT Seneca Diversified Income B Inc
Mixed Investment 20-60% Shares
-1.4 % 6.6 % 21.9 % 36.5 % 5.2 % 1.14 %
Kames Diversified Monthly Inc GBP B Acc
Mixed Investment 20-60% Shares
-1.5 % 6.6 % 19 % 38.7 % 4.7 % 0.6 %
Vanguard LifeStrategy 40% Equity A Acc
Rated Fund
Mixed Investment 20-60% Shares
-0.1 % 6.5 % 16.5 % 39.7 % 1.4 % 0.22 %
Vanguard LifeStrategy 40% Equity A Inc
Mixed Investment 20-60% Shares
-0.1 % 6.5 % 16.5 % 39.7 % 1.4 % 0.22 %
Sarasin Globalsar Strategic P Acc
Mixed Investment 20-60% Shares
-0.2 % 5.7 % 16.8 % 34.8 % 1.4 % 1.83 %
Close Conservative Portfolio X Inc
Mixed Investment 20-60% Shares
0.7 % 5.7 % 17.8 % 29.9 % 1.2 % 0.94 %
VT AJ Bell Passive Moderately Cau I Acc
Mixed Investment 20-60% Shares
-0.1 % 5.7 % N/A N/A 1.8 % 0.35 %
Close Conservative Portfolio X Acc
Mixed Investment 20-60% Shares
0.7 % 5.7 % 17.9 % 30.1 % 1.2 % 0.91 %
Fidelity MltAsst Open Str N Acc
Mixed Investment 20-60% Shares
-0.6 % 5.4 % 16.7 % 32.7 % 1.2 % 1.05 %
Fidelity MltAsst Bal Inc N Inc
Mixed Investment 20-60% Shares
-0.3 % 5.3 % 13.2 % 32.8 % 3.9 % 0.94 %
Vanguard Target Retirement 2015 Acc
Mixed Investment 20-60% Shares
-0.5 % 5.2 % 16.9 % N/A 1.1 % 0.24 %
AXA Global Distribution Z Inc
Mixed Investment 20-60% Shares
-0.1 % 5.2 % 23.3 % 50.3 % 1.5 % 0.8 %
AXA Global Distribution Z Acc
Mixed Investment 20-60% Shares
-0.2 % 5.1 % 22.3 % 49.3 % 1.5 % 0.8 %
Barclays Wealth Global Mkts 3 R Dis GBP
Mixed Investment 20-60% Shares
-0.6 % 5.1 % 22.9 % 31 % 2.1 % 0.45 %
Jupiter Merlin Income I Acc
Mixed Investment 20-60% Shares
-0.2 % 5.1 % 16.9 % 29.6 % 2.7 % 1.48 %
Jupiter Merlin Income I Inc
Mixed Investment 20-60% Shares
-0.2 % 5.1 % 16.9 % 29.5 % 2.7 % 1.48 %
Barclays Wealth Global Mkts 3 R Acc GBP
Mixed Investment 20-60% Shares
-0.6 % 5 % 22.9 % 31.1 % 2 % 0.45 %
Sarasin Globalsar Strategic P Inc
Mixed Investment 20-60% Shares
-0.3 % 5 % 15.4 % 33.5 % 1.4 % 1.83 %
BNY Mellon Global Multi-StrategyInstWInc
Mixed Investment 20-60% Shares
0.2 % 4.9 % 14.4 % 25.3 % 1 % 0.79 %
BNY Mellon Global Multi-StrategyInstWAcc
Mixed Investment 20-60% Shares
0.2 % 4.9 % 14.4 % 25.3 % 1 % 0.79 %
BlackRock Consensus 60 D Acc
Mixed Investment 20-60% Shares
-0.2 % 4.9 % 14.8 % 36.8 % 1.9 % 0.22 %
BNY Mellon Global Multi-Strategy InstAcc
Mixed Investment 20-60% Shares
0.2 % 4.8 % 14.1 % 24.6 % 0.9 % 0.91 %
ASI Mlt Mgr Cautious Managed PtfI Acc
Mixed Investment 20-60% Shares
0.1 % 4.8 % 17.2 % 30.4 % 1.8 % 1.33 %
ASI Mlt Mgr Cautious Managed PtfI Inc
Mixed Investment 20-60% Shares
0.1 % 4.8 % 17.2 % 30.3 % 1.9 % 1.33 %
Threadneedle Managed Eq and Bond Z Acc
Mixed Investment 20-60% Shares
-0.1 % 4.7 % 14 % 35 % 1.3 % 0.76 %

Showing page 1/7. Found 183 instruments from a total of 6353.

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.