Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Yield OCF
LF Miton Balanced Multi Asset F Acc
Mixed Investment 40-85% Shares
1.7 % 9.9 % N/A N/A 2.5 % 0.9 %
Premier Diversified Balanced Gr D Inc
Mixed Investment 40-85% Shares
0.2 % N/A N/A N/A 0 % 0.75 %
Barclays Multi-Impact Growth I Dis GBP
Mixed Investment 40-85% Shares
-0.3 % 10.4 % N/A N/A 0.8 % 1.15 %
BNY Mellon Global Balanced W GBP Acc
Mixed Investment 40-85% Shares
-0.7 % 12.6 % N/A N/A 1.5 % 0.67 %
Volare Balanced A GBP Acc
Mixed Investment 40-85% Shares
-0.6 % 8.2 % N/A N/A 1 % 1.14 %
Volare Growth A GBP Acc
Mixed Investment 40-85% Shares
-0.7 % 10 % N/A N/A 0.8 % 1.35 %
Volare Strategic Income A GBP Inc
Mixed Investment 40-85% Shares
-0.5 % 7.6 % N/A N/A 3.4 % 1.42 %
VT AJ Bell Passive Balanced I Acc
Mixed Investment 40-85% Shares
-0 % 11.6 % N/A N/A 2.1 % 0.35 %
VT AJ Bell Passive Moderately Adv I Acc
Mixed Investment 40-85% Shares
-0.3 % 12 % N/A N/A 1.9 % 0.35 %
LF Miton Balanced Multi Asset B Acc
Mixed Investment 40-85% Shares
1.7 % 9.8 % N/A N/A 2.3 % 1 %
VT Garraway Multi Asset Growth I Inc
Mixed Investment 40-85% Shares
-0.7 % 5.4 % 0.7 % 11.1 % 3.1 % 1.58 %
VT Garraway Multi Asset Growth I Acc
Mixed Investment 40-85% Shares
-0.7 % 5.4 % 0.7 % 11.2 % 3.1 % 1.58 %
Jupiter Distribution and Growth I Inc
Mixed Investment 40-85% Shares
-0 % 7.8 % 3.7 % 18.7 % 4.3 % 1.04 %
Schroder MM Diversity Balanced Z Acc
Mixed Investment 40-85% Shares
-0.8 % 4.8 % 5.9 % 25.3 % 0.7 % 1.33 %
Schroder MM Diversity Balanced Z Inc
Mixed Investment 40-85% Shares
-0.8 % 4.8 % 5.9 % 25.2 % 0.8 % 1.33 %
Invesco Managed Income UK Z Inc
Mixed Investment 40-85% Shares
-1.7 % 3.5 % 7.6 % 30 % 3.1 % 1.08 %
Invesco Managed Income UK Y Inc
Mixed Investment 40-85% Shares
-1.7 % 3.6 % 7.7 % 30.3 % 3.1 % 1.03 %
Optimal Multi Asset Opportunities A GBP
Mixed Investment 40-85% Shares
0.4 % 7 % 8.5 % N/A 0 % 1.33 %
Invesco Managed Income UK Z Acc
Mixed Investment 40-85% Shares
-0.8 % 4.4 % 8.5 % 31.2 % 3.1 % 1.08 %
Invesco Managed Income UK Y Acc
Mixed Investment 40-85% Shares
-0.8 % 4.5 % 8.7 % 31.4 % 3.1 % 1.03 %
Orbis OEIC Global Balanced Standard
Rated Fund
Mixed Investment 40-85% Shares
-0.5 % 4.6 % 9.6 % 54.7 % 5.6 % 0 %
7IM Moderately Adventurous C Inc
Mixed Investment 40-85% Shares
-0.7 % 6.9 % 9.8 % 26.7 % 0.8 % 1.44 %
7IM Moderately Adventurous C Acc
Mixed Investment 40-85% Shares
-0.7 % 6.9 % 9.9 % 26.8 % 0.8 % 1.44 %
VT MS Infmd Smrtfd ICVC Gr Stgy Z GBPInc
Mixed Investment 40-85% Shares
-1 % 7.2 % 11.8 % N/A 1.1 % 1.14 %
Fidelity MoneyBuilder Balanced W Inc
Mixed Investment 40-85% Shares
0.3 % 9.1 % 11.9 % 25.2 % 4 % 0.67 %
Fidelity MoneyBuilder Balanced W Acc
Mixed Investment 40-85% Shares
0.5 % 9.4 % 12.1 % N/A 3.3 % 0.67 %
7IM AAP Moderately Adventurous C Acc
Mixed Investment 40-85% Shares
-0.8 % 6.6 % 13.1 % 30.4 % 1.4 % 0.65 %
7IM AAP Moderately Adventurous C Inc
Mixed Investment 40-85% Shares
-0.8 % 6.6 % 13.1 % 30.4 % 1.4 % 0.65 %
Quilter Investors Cirilium Moderate R
Mixed Investment 40-85% Shares
-0.4 % 8 % 13.2 % 37.1 % 1.6 % 1.24 %
McInroy & Wood Income Pers Inc
Mixed Investment 40-85% Shares
-1.1 % 8.5 % 13.4 % 31.6 % 2.9 % 1.14 %

Showing page 1/6. Found 154 instruments from a total of 6292.

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.