Funds, ETFs & Investment Trusts

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% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Royal London Sustainable World C Acc
Rated Fund
Mixed Investment 40-85% Shares
1.1 % 12.6 % 47.1 % 93.5 % 0.9 % 0.77 %
Royal London Sustainable World C Inc
Mixed Investment 40-85% Shares
1.1 % 12.6 % 47.1 % 93.5 % 0.9 % 0.77 %
Climate Assets B GBP Acc
Mixed Investment 40-85% Shares
-0.4 % 10.2 % 26.5 % 58.2 % 1.5 % 1.2 %
Climate Assets B GBP Inc
Mixed Investment 40-85% Shares
-0.5 % 9.6 % 25.9 % 57.4 % 1.6 % 1.2 %
Liontrust Sust Fut Mgd 2 Net Inc
Mixed Investment 40-85% Shares
-1.5 % 9.2 % 39.7 % 69.2 % 1.1 % 0.92 %
Liontrust Sust Fut Mgd 6 Net Acc
Mixed Investment 40-85% Shares
-1.5 % 9.1 % 39.6 % 69.2 % 1.1 % 0.92 %
VT Seneca Diversified Growth B Acc
Mixed Investment 40-85% Shares
-1.6 % 9 % 31.7 % 46.4 % 3.3 % 1.13 %
BNY Mellon Mlt-Asst Balanced Inst W Acc
Mixed Investment 40-85% Shares
-0.9 % 8.4 % 18.3 % 43.1 % 2 % 0.67 %
BNY Mellon Mlt-Asst Balanced Inst W Inc
Mixed Investment 40-85% Shares
-0.9 % 8.4 % 18.3 % 43.1 % 2.1 % 0.67 %
Fidelity MltAsst Inc & Gr N Acc
Mixed Investment 40-85% Shares
-0.9 % 8.2 % 23.3 % 53.1 % 2.9 % 0.93 %
Janus Henderson Instl Gl Rpnsb Mgd I Acc
Mixed Investment 40-85% Shares
-0.3 % 8.1 % 28.6 % 55.4 % 1.3 % 0.85 %
Close Balanced Portfolio X Acc
Mixed Investment 40-85% Shares
0.9 % 7.6 % 25.5 % 41.1 % 1.3 % 0.92 %
Vanguard Global Balanced A GBP Acc
Mixed Investment 40-85% Shares
-1 % 7.2 % 27.4 % N/A 1.6 % 0.48 %
Vanguard Global Balanced A GBP Inc
Mixed Investment 40-85% Shares
-1 % 7.2 % 27.4 % N/A 1.6 % 0.48 %
BNY Mellon Global Balanced W GBP Acc
Mixed Investment 40-85% Shares
-1.2 % 7.1 % N/A N/A 1.5 % 0.67 %
Liontrust Sust Fut Cau Mgd 2 Net Inc
Mixed Investment 40-85% Shares
-0.9 % 7 % 27.8 % 52.7 % 2 % 0.93 %
Jupiter Merlin Balanced I Acc
Mixed Investment 40-85% Shares
-0.7 % 6.1 % 26.2 % 55.6 % 2 % 1.6 %
Jupiter Merlin Balanced I Inc
Mixed Investment 40-85% Shares
-0.7 % 6.1 % 26.3 % 55.7 % 2 % 1.6 %
AXA Framlington Managed Balanced Z Inc
Mixed Investment 40-85% Shares
-0.8 % 5.9 % 22.8 % 43.5 % 1.1 % 0.7 %
AXA Framlington Managed Balanced Z Acc
Mixed Investment 40-85% Shares
-0.9 % 5.9 % 22.8 % 43.3 % 1.1 % 0.7 %
Neptune Balanced C Acc GBP
Mixed Investment 40-85% Shares
-0.2 % 5.7 % 35.3 % 50.9 % 0.1 % 0.83 %
Neptune Balanced C Inc GBP
Mixed Investment 40-85% Shares
-0.2 % 5.7 % 35.3 % 50.5 % 0.1 % 0.83 %
McInroy & Wood Balance Pers Inc
Mixed Investment 40-85% Shares
-0.6 % 5.6 % 18 % 49.3 % 1.4 % 1.11 %
VT AJ Bell Passive Balanced I Acc
Mixed Investment 40-85% Shares
-0.8 % 5.5 % N/A N/A 1.9 % 0.35 %
Barclays Multi-Impact Growth I Dis GBP
Mixed Investment 40-85% Shares
N/A 5.4 % N/A N/A 0.5 % 1.15 %
Sarasin IE GlobalSar Dynamic GBP I Acc
Mixed Investment 40-85% Shares
-1 % 5.3 % 21.1 % 40.6 % 1.4 % 0 %
Sarasin IE GlobalSar Dynamic GBP P Inc
Mixed Investment 40-85% Shares
-1 % 5.3 % 21.1 % 40.6 % 1.4 % 1 %
Barclays Wealth Global Mkts 4 R Acc GBP
Mixed Investment 40-85% Shares
-1 % 5.1 % 28.6 % 37.1 % 1.9 % 0.45 %
Fidelity MltAsst Inc & Gr N Inc
Mixed Investment 40-85% Shares
-0.8 % 5.1 % 13.3 % 33.8 % 3.9 % 0.93 %
Vanguard LifeStrategy 60% Equity A Acc
Rated Fund
Mixed Investment 40-85% Shares
-1.5 % 4.9 % 21.5 % 48.4 % 1.5 % 0.22 %

Showing page 1/5. Found 148 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.