Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Sort ascending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
Edge Performance VCT 'H' Ord
VCT Specialist: Media, Leisure & Events
113.5 % 38.6 % -20.2 % -49.8 % 0 % 4.26 %
Global Resources IT Ord
Sector Specialist: Commodities & Natural Resources
52.3 % 4.2 % -40.7 % -84 % 0 % 8.93 %
Origo Partners Ord
Private Equity
42.8 % -12.1 % -82.4 % -96.2 % 0 % 15.18 %
Downing Three VCT 'F' Ord
VCT Generalist
25 % 58.3 % 20.4 % 10.7 % 0 % 3.65 %
Downing Two VCT 'F' Ord
VCT Generalist
25 % 8.2 % -9.3 % -9.4 % 0 % 3.06 %
Downing Two VCT 'G' Ord
VCT Generalist
23.7 % 24.6 % 10.8 % 8.2 % 0 % 2.91 %
Leaf Clean Energy Ord
Sector Specialist: Environmental
20.8 % 683.8 % 258 % 291.9 % 0 % 2.73 %
FastForward Innovations Limited Ord
Private Equity
17.4 % -38.6 % -47.1 % N/A 0 % 6.08 %
Downing Three VCT 'H' Ord
VCT Generalist
12.7 % -26.8 % -27.2 % -33.2 % 0 % 2.99 %
Ground Rents Income Fund Plc
Property - UK Commercial
10.4 % -14.3 % -22.1 % 7.8 % 2.7 % 1.1 %
Phoenix Spree Deutschland Ord
Property Direct - Europe
9.9 % -9.3 % 45.7 % N/A 1.6 % 2.76 %
Downing Four VCT DSO 1 D
VCT Generalist
9.7 % 9.7 % -16.7 % -13.1 % 0 % 3.5 %
Aurora Ord
UK All Companies
9.6 % 1.4 % 26.8 % 44.4 % 2.1 % 0.74 %
Chelverton UK Dividend Trust Ord
UK Equity Income
9 % -8.8 % 5.8 % 45.1 % 6.1 % 1.98 %
UIL Ord/Inc
Flexible Investment
8.1 % 47.1 % 59.5 % 213.7 % 2 % 2.08 %
Middlefield Canadian Income Ord
North America
7.3 % 13 % 26.3 % 39.1 % 4.3 % 1.35 %
Premier Pan Europe Prop Share C Acc
Property
7.1 % 15 % 29.5 % 67.2 % 3.1 % 0.9 %
Premier Pan Europe Prop Share C Inc
Property
7.1 % 15 % 29.6 % 67.3 % 3.1 % 0.9 %
Ecofin Global Utilities & Infra Ord
Sector Specialist: Utilities
7 % 30.9 % 44.7 % N/A 3.7 % 2.01 %
Tritax Big Box
Property - UK Commercial
7 % 10.1 % 27.9 % 77.9 % 0 % 0.84 %
LMS Capital Ord
Private Equity
6.9 % 16.1 % -0.6 % -26.9 % 0 % 1.89 %
Livermore Investments Ord
Flexible Investment
6.7 % 21.5 % 21.4 % 38.2 % 0 % 6.63 %
Lindsell Train Ord
Global
6.5 % 19.1 % 85.3 % 319.6 % 2.8 % 0.88 %
GCP Student Living Ord
Property - UK Residential
6.5 % 24.3 % 36 % 94.5 % 3.9 % 0.85 %
Infrastructure India Ord
Sector Specialist: Infrastructure
6.5 % -21.4 % -86 % -85.5 % 0 % 7.17 %
KCR Residential REIT
Property - UK Residential
6.5 % -26.7 % N/A N/A 0 % 32.41 %
Aberforth Smaller Companies Ord
UK Smaller Companies
5.8 % 7.9 % 41.4 % 53.3 % 2.8 % 0.79 %
Ashoka India Equity Investment Ord
Country Specialists: Asia Pacific
5.8 % 27.7 % N/A N/A 0 % 0 %
BMO European Real Estate Scs B Acc GBP
Property
5.6 % 17.9 % 31.1 % 97.5 % 0 % 1.25 %
BMO European Real Estate Scs C Inc GBP
Property
5.6 % 17.9 % 31.2 % 97 % 1.8 % 1.25 %

Showing page 1/138. Found 4127 instruments from a total of 6271.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

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.