Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort descending Perf. 3Y Perf. 5Y Yield OCF
Jupiter Distribution and Growth I Inc
Mixed Investment 40-85% Shares
-4.7 % -15.6 % -19.2 % -8.1 % 4.8 % 0.99 %
EdenTree Higher Income B
Mixed Investment 40-85% Shares
-2.9 % -11.1 % -3.9 % 13.3 % 5.2 % 0.78 %
SVS Church House Balanced Eq Inc B Acc
Mixed Investment 40-85% Shares
-3.1 % -10.9 % 0.3 % 16.8 % 3.7 % 0.94 %
SVS Church House Balanced Eq Inc B Inc
Mixed Investment 40-85% Shares
-3.1 % -10.9 % 0.3 % 16.9 % 3.8 % 0.94 %
Invesco Managed Income UK Z Inc
Mixed Investment 40-85% Shares
-0.3 % -10.6 % -10.3 % 10.2 % 2.4 % 1.08 %
Invesco Managed Income UK Y Inc
Mixed Investment 40-85% Shares
-0.3 % -10.6 % -10.2 % 10.5 % 2.4 % 1.03 %
Invesco Managed Income UK Z Acc
Mixed Investment 40-85% Shares
-0.3 % -9.9 % -9.5 % 11.2 % 2.3 % 1.08 %
Invesco Managed Income UK Y Acc
Mixed Investment 40-85% Shares
-0.3 % -9.9 % -9.4 % 11.4 % 2.3 % 1.03 %
VT Garraway Multi Asset Growth I Acc
Mixed Investment 40-85% Shares
0.1 % -9.3 % -12.2 % -4.9 % 3.7 % 1.69 %
VT Garraway Multi Asset Growth I Inc
Mixed Investment 40-85% Shares
0.1 % -9.3 % -12.3 % -4.9 % 3.8 % 1.69 %
VT Seneca Diversified Growth B Acc
Mixed Investment 40-85% Shares
-1.5 % -9.1 % 5.6 % 27.1 % 3.3 % 1.22 %
VT SmartFund Growth Strategy Z GBP Inc
Mixed Investment 40-85% Shares
-16.1 % -8.8 % -7.7 % 6.2 % 1.4 % 1.34 %
Premier Liberation No. VI Class C Acc
Mixed Investment 40-85% Shares
-1.7 % -8 % -1.2 % 24.4 % 2.1 % 1.33 %
Royal London GMAP Adventurous M GBP Inc
Mixed Investment 40-85% Shares
-0.7 % -7.5 % 3.5 % N/A 2.2 % 0.6 %
Royal London GMAP Adventurous M GBP Acc
Mixed Investment 40-85% Shares
-0.7 % -7.4 % 3.4 % N/A 2.2 % 0.6 %
UBS Global Allocation (UK) C Acc
Mixed Investment 40-85% Shares
-0.3 % -7.3 % 3.5 % 21.3 % 1.3 % 0.81 %
Premier Multi-Asset Growth&Inc C Inc
Mixed Investment 40-85% Shares
-2.4 % -6.5 % 1.2 % 26.6 % 3.4 % 1.54 %
Premier Multi-Asset Growth&Inc C Acc
Mixed Investment 40-85% Shares
-2.4 % -6.5 % 1.2 % 26.7 % 3.4 % 1.54 %
Royal London GMAP Gr M GBP Inc
Mixed Investment 40-85% Shares
-0.7 % -6.3 % 4 % N/A 2 % 0.6 %
Barclays Dividend and Growth I Acc GBP
Mixed Investment 40-85% Shares
-1 % -6.2 % 1.2 % 13.9 % 2.8 % 1.71 %
Royal London GMAP Gr M GBP Acc
Mixed Investment 40-85% Shares
-0.6 % -6.1 % 4 % N/A 2 % 0.6 %
HSBC Balanced Acc C
Mixed Investment 40-85% Shares
-0.9 % -6.1 % 2.7 % 21.6 % 2.6 % 0.77 %
Man Balanced Managed Profl Acc C
Mixed Investment 40-85% Shares
-0.4 % -6.1 % 0.4 % 15.5 % 1.7 % 0.9 %
L&G Real Income Builder I Inc
Mixed Investment 40-85% Shares
-2.4 % -6.1 % 4.4 % N/A 2.8 % 0.55 %
L&G Real Income Builder I Acc
Mixed Investment 40-85% Shares
-2.4 % -6.1 % 4.3 % N/A 2.7 % 0.55 %
Smith & Williamson MM Endurance Bal B
Mixed Investment 40-85% Shares
-0.7 % -6.1 % 1.2 % 15.7 % 2 % 1.42 %
HSBC Balanced Inc C
Mixed Investment 40-85% Shares
-0.9 % -6 % 2.9 % 21.7 % 2.7 % 0.77 %
BMO MM Navigator Balanced C Acc
Mixed Investment 40-85% Shares
-0.7 % -5.7 % -0.5 % 22.3 % 1.8 % 1.68 %
BMO MM Navigator Balanced C Inc
Mixed Investment 40-85% Shares
-0.6 % -5.7 % 0.1 % 23.1 % 1.8 % 1.68 %
FP Russell Invsmts Multi Asst Gr V C Acc
Mixed Investment 40-85% Shares
-1.5 % -5.5 % 4.1 % N/A 1.4 % 0.67 %

Showing page 1/6. Found 153 instruments from a total of 6508.

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.