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
Liontrust Sust Fut Mgd 2 Net Inc
Mixed Investment 40-85% Shares
0.1 % 3.4 % 37.9 % 54.5 % 1.3 % 0.92 %
Neptune Balanced C Inc GBP
Mixed Investment 40-85% Shares
1.9 % 3.1 % 33.9 % 40.5 % 0.3 % 0.88 %
Neptune Balanced C Acc GBP
Mixed Investment 40-85% Shares
1.9 % 3.1 % 33.9 % 41.3 % 0.2 % 0.88 %
Royal London Sustainable World C Acc
Rated Fund
Mixed Investment 40-85% Shares
1.1 % 2.1 % 44.1 % 71.9 % 1 % 0.77 %
Royal London Sustainable World C Inc
Mixed Investment 40-85% Shares
1.1 % 2.1 % 44.1 % 71.8 % 1 % 0.77 %
LF Seneca Diversified Growth B Acc
Mixed Investment 40-85% Shares
2 % 1.4 % 30.5 % 40.2 % 3.4 % 1.23 %
Baillie Gifford Managed B Acc
Mixed Investment 40-85% Shares
0.7 % 1.3 % 40.1 % 54.5 % 1.5 % 0.43 %
Baillie Gifford Managed B Inc
Mixed Investment 40-85% Shares
0.7 % 1.3 % 40 % 54.4 % 1.5 % 0.43 %
Vanguard Global Balanced A GBP Inc
Mixed Investment 40-85% Shares
0.1 % 1.2 % N/A N/A 1.8 % 0.6 %
Vanguard Global Balanced A GBP Acc
Mixed Investment 40-85% Shares
0.1 % 1.2 % N/A N/A 1.7 % 0.6 %
McInroy & Wood Balance Pers Inc
Mixed Investment 40-85% Shares
1.4 % 1.1 % 30.1 % 42.1 % 1.1 % 1.11 %
Jupiter Merlin Balanced I Inc
Mixed Investment 40-85% Shares
0.2 % 1.1 % 31.9 % 46.5 % 2.1 % 1.62 %
Jupiter Merlin Balanced I Acc
Mixed Investment 40-85% Shares
0.2 % 1.1 % 31.8 % 47.1 % 2.1 % 1.62 %
Newton Global Balanced W GBP Acc
Mixed Investment 40-85% Shares
-0.1 % 1 % N/A N/A 1.6 % 0.67 %
Liontrust Sust Fut Cau Mgd 2 Net Inc
Mixed Investment 40-85% Shares
-0.5 % 0.4 % 27 % N/A 2.1 % 0.93 %
LF Miton Balanced Multi Asset B Acc
Mixed Investment 40-85% Shares
-1.6 % N/A N/A N/A 0 % 1.5 %
LF Miton Balanced Multi Asset F Acc
Mixed Investment 40-85% Shares
-1.6 % N/A N/A N/A 0 % 1 %
Newton Multi-Asset Balanced Inst W Acc
Mixed Investment 40-85% Shares
-0 % N/A 22.5 % 33.2 % 2.2 % 0.67 %
Newton Multi-Asset Balanced Inst W Inc
Mixed Investment 40-85% Shares
-0.1 % -0 % 22.4 % 33.2 % 2.3 % 0.67 %
Royal London GMAP Adventurous M GBP Acc
Mixed Investment 40-85% Shares
-0.9 % -0.2 % N/A N/A 1.6 % 0.6 %
Close Balanced Portfolio X Acc
Mixed Investment 40-85% Shares
-0.7 % -0.2 % 21 % 33.5 % 1.5 % 0.92 %
Royal London GMAP Adventurous M GBP Inc
Mixed Investment 40-85% Shares
-0.9 % -0.2 % N/A N/A 1.7 % 0.6 %
SVS Church House Balanced Eq Inc B Acc
Mixed Investment 40-85% Shares
-2.5 % -0.2 % 23.3 % N/A 3.5 % 0.95 %
SVS Church House Balanced Eq Inc B Inc
Mixed Investment 40-85% Shares
-2.6 % -0.3 % 23.3 % N/A 3.6 % 0.95 %
MI Hawksmoor Distribution C Acc
Mixed Investment 40-85% Shares
-0.9 % -0.4 % 30 % 43.4 % 3.5 % 1.47 %
MI Hawksmoor Distribution C Inc
Mixed Investment 40-85% Shares
-0.9 % -0.4 % 29.9 % 43.2 % 3.5 % 1.47 %
Vanguard LifeStrategy 80% Equity A Acc
Rated Fund
Mixed Investment 40-85% Shares
-0.1 % -0.5 % 38.9 % 53.9 % 1.6 % 0.22 %
Vanguard LifeStrategy 80% Equity A Inc
Mixed Investment 40-85% Shares
-0.1 % -0.5 % 38.9 % 53.9 % 1.6 % 0.22 %
Vanguard LifeStrategy 60% Equity A Acc
Rated Fund
Mixed Investment 40-85% Shares
0.3 % -0.5 % 30.6 % 44.9 % 1.4 % 0.22 %
Vanguard LifeStrategy 60% Equity A Inc
Mixed Investment 40-85% Shares
0.3 % -0.5 % 30.6 % 44.9 % 1.5 % 0.22 %

Showing page 1/5. Found 148 instruments from a total of 6098.

Data provided by Morningstar.

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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.