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 Mgd 2 Net Inc
Mixed Investment 40-85% Shares
5.6 % 10.1 % 51.6 % 56.7 % 1.3 % 0.92 %
Liontrust Sust Fut Mgd 6 Net Acc
Mixed Investment 40-85% Shares
5.6 % 10.1 % 51.5 % 56.8 % 1.3 % 0.92 %
Royal London Sustainable World C Acc
Rated Fund
Mixed Investment 40-85% Shares
6.4 % 9.5 % 56.5 % 75.2 % 1 % 0.77 %
Royal London Sustainable World C Inc
Mixed Investment 40-85% Shares
6.5 % 9.5 % 56.4 % 75.2 % 1 % 0.77 %
Newton Global Balanced W GBP Acc
Mixed Investment 40-85% Shares
4.5 % 8.4 % N/A N/A 1.7 % 0.67 %
SVS Church House Balanced Eq Inc B Acc
Mixed Investment 40-85% Shares
5.1 % 8.2 % 33 % N/A 3.5 % 0.95 %
SVS Church House Balanced Eq Inc B Inc
Mixed Investment 40-85% Shares
5.1 % 8.2 % 33 % N/A 3.5 % 0.95 %
Newton Multi-Asset Balanced Inst W Acc
Mixed Investment 40-85% Shares
4.3 % 8.1 % 29.3 % 35.5 % 2.3 % 0.67 %
Newton Multi-Asset Balanced Inst W Inc
Mixed Investment 40-85% Shares
4.3 % 8.1 % 29.3 % 35.5 % 2.4 % 0.67 %
McInroy & Wood Balance Pers Inc
Mixed Investment 40-85% Shares
3.1 % 6.6 % 31.1 % 46.7 % 1.1 % 1.11 %
Janus Henderson Instl Gl Rpnsb Mgd I Acc
Mixed Investment 40-85% Shares
6.1 % 6.4 % 38.2 % 45.6 % 1.5 % 0.84 %
Liontrust Sust Fut Cau Mgd 2 Net Inc
Mixed Investment 40-85% Shares
3.9 % 6.3 % 37.2 % N/A 2.1 % 0.93 %
Aberdeen Multi-Asset I
Mixed Investment 40-85% Shares
4.5 % 6.3 % 39.2 % 37.7 % 1.9 % 0.94 %
Climate Assets B GBP Acc
Mixed Investment 40-85% Shares
4.8 % 6.2 % 40.9 % 48.6 % 2.2 % 1.24 %
Climate Assets B GBP Inc
Mixed Investment 40-85% Shares
4.8 % 6.2 % 40.9 % 48.7 % 2.2 % 1.24 %
Aberdeen Multi-Asset I Inc
Mixed Investment 40-85% Shares
4.5 % 6.2 % 39.2 % 37.7 % 1.9 % 0.94 %
LF Seneca Diversified Growth B Acc
Mixed Investment 40-85% Shares
1.6 % 6 % 44.1 % 42.7 % 3.2 % 1.23 %
Vanguard Global Balanced A GBP Inc
Mixed Investment 40-85% Shares
3.4 % 5.9 % N/A N/A 1.8 % 0.6 %
Vanguard Global Balanced A GBP Acc
Mixed Investment 40-85% Shares
3.4 % 5.9 % N/A N/A 1.8 % 0.6 %
McInroy & Wood Income Pers Inc
Mixed Investment 40-85% Shares
3 % 5.5 % 19.4 % 27.9 % 2.2 % 1.11 %
Vanguard LifeStrategy 80% Equity A Acc
Rated Fund
Mixed Investment 40-85% Shares
4 % 5.5 % 47.6 % 58.1 % 1.6 % 0.22 %
Vanguard LifeStrategy 80% Equity A Inc
Mixed Investment 40-85% Shares
4 % 5.5 % 47.6 % 58.1 % 1.6 % 0.22 %
Vanguard Target Retirement 2055 Acc
Mixed Investment 40-85% Shares
4.1 % 5.4 % 47 % N/A 1.3 % 0.24 %
Vanguard Target Retirement 2045 Acc
Mixed Investment 40-85% Shares
4.1 % 5.4 % 46.5 % N/A 1.3 % 0.24 %
Vanguard Target Retirement 2050 Acc
Mixed Investment 40-85% Shares
4 % 5.4 % 46.5 % N/A 1.3 % 0.24 %
Vanguard Target Retirement 2040 Acc
Mixed Investment 40-85% Shares
3.9 % 5.3 % 45.6 % N/A 1.3 % 0.24 %
Vanguard Target Retirement 2035 Acc
Mixed Investment 40-85% Shares
3.7 % 5.2 % 42.7 % N/A 1.4 % 0.24 %
Baillie Gifford Managed B Acc
Rated Fund
Mixed Investment 40-85% Shares
4.6 % 5.1 % 51.5 % 58.5 % 1.5 % 0.43 %
Vanguard Target Retirement 2030 Acc
Mixed Investment 40-85% Shares
3.5 % 5 % 40.2 % N/A 1.3 % 0.24 %
Vanguard LifeStrategy 60% Equity A Acc
Rated Fund
Mixed Investment 40-85% Shares
3.2 % 5 % 36.7 % 48 % 1.4 % 0.22 %

Showing page 1/5. Found 149 instruments from a total of 6192.

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.