Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Sort descending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
Global Resources IT Ord
Sector Specialist: Commodities & Natural Resources
-40 % -84.6 % -75.5 % -95.2 % 0 % 5.57 %
CATCo Reinsurance Opps C
Sector Specialist: Insurance & Reinsurance Strategies
-36.8 % -78.6 % N/A N/A 8.8 % 0 %
Vinaland Ord
Property Direct - Asia Pacific
-34.3 % -71.5 % -62.3 % -40.1 % 0 % 1.49 %
Lindsell Train Ord
Global
-24 % 47.7 % 96.4 % 367.4 % 2.2 % 0.88 %
CATCo Reinsurance Opps Ord
Sector Specialist: Insurance & Reinsurance Strategies
-23.7 % -75.6 % -86.2 % -74.9 % 9.7 % 5.53 %
Origo Partners Ord
Private Equity
-20 % -30 % -49.1 % -98.2 % 0 % 15.18 %
Infrastructure India Ord
Sector Specialist: Infrastructure
-18.8 % 8.2 % -86.1 % -86.6 % 0 % 3.27 %
Edge Performance VCT 'I' Ord
VCT Specialist: Media, Leisure & Events
-15.9 % -47 % -70.4 % -74.6 % 0 % 3.38 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
-15 % -30.1 % 57.1 % 128.8 % 0 % 4.84 %
St Peter Port Capital Ord
Private Equity
-12.9 % -18.2 % -30.8 % -86.8 % 0 % 6.02 %
Drum Income Plus REIT Ord
Property - UK Commercial
-10.1 % -8.5 % -6.1 % N/A 6.7 % 2.23 %
Hadrian's Wall Secured Investments Ord
Debt - Direct Lending
-8.5 % -9.9 % -3.5 % N/A 6.3 % 2.06 %
Ground Rents Income Fund Plc
Property - UK Commercial
-8 % -17.1 % -21.3 % -3.3 % 3.5 % 1.1 %
British & American Ord
UK Equity Income
-7.8 % -39.2 % -38.5 % -30.6 % 18.1 % 4.98 %
India Capital Growth Ord
Country Specialists: Asia Pacific
-7.6 % -11.8 % 21.2 % 62.6 % 0 % 2 %
Downing Strategic Micro-Cap Inv. Trust
UK Smaller Companies
-7.5 % -27.9 % N/A N/A 1.7 % 1.82 %
UK Mortgages
Debt - Structured Finance
-7.3 % -13.2 % -8.9 % N/A 7.4 % 3.25 %
Crystal Amber Ord
UK Smaller Companies
-7.3 % -14.3 % 46 % 49.2 % 2.1 % 2.01 %
Energiser Investments Ord
Property - Debt
-7.1 % -55.2 % -76.4 % -82.7 % 0 % 4.45 %
Odey Odyssey I GBP Inc
-7 % -4.5 % -32.3 % -40.7 % 0 % 1.14 %
VT Garraway Absolute Eq I GBP Acc
-6.4 % -37 % -33.5 % -31.9 % 0 % 0.95 %
VT Garraway Absolute Eq I GBP Inc
-6.4 % -37 % -33.4 % -32 % 0 % 0.95 %
Puma VCT 10
VCT Generalist
-5.6 % -5.6 % -6.6 % -8.5 % 9 % 3 %
Independent Ord
UK All Companies
-5.4 % -33.3 % 52.4 % 101.2 % 1.8 % 0.21 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
-5.3 % -10 % N/A N/A 0 % 0.93 %
Woodford Patient Capital Trust
Rated Fund
Growth Capital
-5.2 % -32.8 % -39.1 % N/A 0 % 0.17 %
Henderson Opportunities Ord
UK All Companies
-5 % -12.4 % 44.1 % 16.8 % 1.8 % 0.83 %
Aberforth Smaller Companies Ord
UK Smaller Companies
-4.8 % -11.5 % 35.1 % 27.7 % 2.9 % 0.79 %
SVM UK Emerging Ord
UK Smaller Companies
-4.8 % -21.8 % 54.7 % 75.1 % 0 % 1.83 %
EPE Special Opportunities Ord
Private Equity
-4.8 % 37.9 % 34.7 % 77.8 % 0 % 4.43 %

Showing page 1/133. Found 3969 instruments from a total of 6299.

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.