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
Finsbury Growth & Income Ord
UK Equity Income
0.1 % 2 % 46.4 % 71.5 % 2 % 0.71 %
British&American 2025 3.5%
UK Equity Income
N/A N/A N/A N/A 0 % 7.9 %
Chelverton UK Dividend Trust ZDP 2025
UK Equity Income
N/A N/A N/A N/A 0 % 1.96 %
Value And Income Ord
UK Equity Income
-2.3 % -1.7 % 22.3 % 20.3 % 3.6 % 1.45 %
Troy Income & Growth Ord
Rated Fund
UK Equity Income
-1.1 % -1.9 % 18.2 % 43.6 % 3.5 % 0.94 %
JPMorgan Claverhouse Ord
UK Equity Income
-5.1 % -2.3 % 27.7 % 35.4 % 4.1 % 0.76 %
Murray Income Trust Ord
UK Equity Income
-0 % -2.4 % 29.5 % 19.7 % 4.2 % 0.72 %
Merchants Trust Ord
UK Equity Income
-7.8 % -3.6 % 29.1 % 16.3 % 5.4 % 0.58 %
Dunedin Income Growth Ord
UK Equity Income
-2.7 % -4.3 % 26.1 % 9.9 % 4.9 % 0.62 %
Investment Company Ord
UK Equity Income
-2.6 % -5.6 % -8.5 % 3.3 % 6.3 % 2.56 %
City of London Ord
Rated Fund
UK Equity Income
-2.9 % -6.1 % 19.5 % 30.6 % 4.6 % 0.42 %
BMO UK High Income B Share Ord
UK Equity Income
-3.2 % -7.1 % 15.1 % 15.5 % 0 % 0.35 %
Schroder Income Growth Ord
UK Equity Income
-5.5 % -7.1 % 18 % 23.3 % 4.2 % 0.94 %
Diverse Income Trust Ord
Rated Fund
UK Equity Income
-7.1 % -7.2 % 7.4 % 33.4 % 3.9 % 1.13 %
Temple Bar Ord
Rated Fund
UK Equity Income
-5 % -7.3 % 27.7 % 13.8 % 3.5 % 0.49 %
Lowland Ord
Rated Fund
UK Equity Income
-5 % -8.3 % 11.5 % 12 % 3.7 % 0.57 %
BMO UK High Income Ord
UK Equity Income
-4.8 % -8.7 % 13.9 % 21.2 % 5.1 % 0.35 %
Edinburgh Investment Ord
UK Equity Income
-4.5 % -9.2 % -2.3 % 24.2 % 3.9 % 0.57 %
BMO Capital & Income Ord
UK Equity Income
-4.8 % -9.3 % 25.9 % 32.3 % 3.7 % 0.58 %
BlackRock Income and Growth Ord
UK Equity Income
-1.4 % -9.4 % 7.6 % 30.2 % 3.5 % 1.08 %
BMO UK High Income Units Unit
UK Equity Income
-3.2 % -9.7 % 13.3 % 22.9 % 2.8 % 0.35 %
Invesco Income Growth Ord
UK Equity Income
-4 % -10.1 % 6 % 12.8 % 3.8 % 0.75 %
JPMorgan Elect Managed Inc Ord
UK Equity Income
-4.8 % -10.3 % 11.6 % 22.9 % 4.4 % 0.72 %
Shires Income Ord
Rated Fund
UK Equity Income
-4.1 % -10.5 % 32.1 % 30.9 % 5.3 % 0.99 %
Aberdeen Standard Equity Inc Trust Ord
UK Equity Income
-9.9 % -11.1 % -1 % 17.9 % 4.6 % 0.87 %
Perpetual Income & Growth Ord
UK Equity Income
-5.1 % -12.9 % -11.6 % 5.1 % 4.9 % 0.7 %
British & American Ord
UK Equity Income
-12 % -25.2 % -31.7 % -27.2 % 85.8 % 7.9 %
Chelverton UK Dividend Trust Ord
UK Equity Income
-9 % -26.3 % 7.1 % 31.8 % 4.6 % 1.96 %

Showing page 1/1. Found 28 instruments from a total of 6098.

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.