Browse Money Observer Rated Funds

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term (read more on our methodology). If you need to narrow down the playing field when looking for funds and trusts for your portfolio this could be a great place to start. Look for the Money Observer Rated Funds stamp as a sign of quality and consistency in fund management.

Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.6%
13 / 15
56.1%
4 / 15
90.8%
1 / 15
136.8%
2 / 15
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-4.8%
106 / 112
53.4%
1 / 110
95.2%
1 / 103
152.5%
4 / 86
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES3.6%
3 / 7
53.3%
3 / 7
108.7%
2 / 7
187.2%
2 / 7
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES4.6%
7 / 12
52.3%
3 / 11
77.1%
2 / 11
124.7%
3 / 10
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.4%
48 / 180
50%
3 / 178
76.7%
1 / 157
-
-
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES4%
2 / 7
47.2%
5 / 7
84.4%
4 / 7
135.7%
4 / 7
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.9%
11 / 64
46.2%
21 / 64
68.2%
3 / 57
92.2%
10 / 50
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3%
19 / 64
44%
30 / 64
66.6%
5 / 57
96.9%
6 / 50
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.6%
-
39.6%
-
66.8%
-
123.2%
-
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.9%
11 / 15
37.1%
12 / 15
36%
12 / 15
87.6%
8 / 15
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.4%
4 / 15
36.8%
13 / 15
68%
4 / 15
137.6%
1 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES1.4%
46 / 64
34.5%
60 / 64
-
-
-
-
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.2%
14 / 15
34.3%
14 / 15
52.7%
7 / 15
91.6%
7 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES1.2%
7 / 7
31%
6 / 7
66.4%
1 / 6
102.2%
3 / 6
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES1.7%
40 / 64
30%
62 / 64
47.4%
26 / 57
88.6%
13 / 50
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.8%
-
25.3%
-
26%
-
59.4%
-
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-0.8%
167 / 180
24.6%
97 / 178
57.2%
5 / 157
99.5%
6 / 126
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS5.5%
1 / 2
55.1%
1 / 2
32%
1 / 2
55.4%
1 / 2
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS4.2%
40 / 274
51.2%
1 / 262
62.2%
2 / 220
75.8%
5 / 166
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-3.8%
102 / 112
44.5%
4 / 110
13.4%
72 / 103
12.9%
65 / 86
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS3.4%
10 / 58
44.3%
36 / 56
44.9%
9 / 49
82.3%
2 / 39
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS-2.9%
98 / 112
44.3%
6 / 110
13.9%
70 / 103
17.2%
64 / 86
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-
7 / 10
42.4%
2 / 10
21.1%
8 / 9
44%
5 / 9
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-0.3%
-
38.7%
-
58.1%
-
101.4%
-
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS0.5%
6 / 10
38.2%
4 / 10
40%
3 / 9
127.4%
1 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS1.9%
33 / 112
35.5%
23 / 110
22.4%
55 / 103
42%
43 / 86
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.2%
5 / 10
33.4%
7 / 10
34.9%
4 / 9
61.3%
4 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS0.4%
72 / 112
32.2%
34 / 110
40.8%
21 / 103
87.3%
19 / 86
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-0.2%
3 / 13
26.2%
2 / 12
49.7%
1 / 11
60.7%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-0.4%
6 / 13
23.8%
9 / 12
44.2%
3 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.6%
1 / 4
62.4%
1 / 4
85.6%
1 / 4
278.3%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.7%
23 / 100
54%
2 / 97
82.7%
2 / 85
179.7%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES6.9%
3 / 8
44.8%
1 / 8
49.3%
2 / 8
207.8%
1 / 8
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES5.9%
5 / 8
42.6%
3 / 8
47.4%
3 / 8
162.7%
4 / 8
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.8%
19 / 100
33.7%
55 / 97
55.7%
7 / 85
140.3%
10 / 78
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.3%
29 / 100
32.6%
64 / 97
83.5%
1 / 85
199.6%
1 / 78
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.4%
9 / 12
31.8%
10 / 12
71.8%
1 / 11
173.6%
4 / 11
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.5%
3 / 4
30.9%
4 / 4
59.4%
3 / 4
211.1%
3 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES5.8%
6 / 8
30.9%
8 / 8
54.9%
1 / 8
177.1%
2 / 8
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4%
85 / 100
25.9%
92 / 97
42.2%
30 / 85
138.2%
12 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS0.8%
15 / 27
19.6%
6 / 23
16.6%
5 / 11
-
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-0.7%
62 / 71
14.8%
14 / 67
31.2%
7 / 58
37.8%
7 / 44
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.5%
26 / 71
14.3%
16 / 67
26.8%
12 / 58
43%
5 / 44
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.5%
15 / 335
14%
12 / 303
20.6%
18 / 251
70.6%
3 / 179
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS1.1%
-
13.1%
-
14.4%
-
42%
-
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.2%
-
6.4%
-
13.1%
-
16%
-
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME2.6%
12 / 23
37.6%
8 / 23
49.8%
12 / 23
126.9%
11 / 23
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME0.1%
245 / 255
36.6%
26 / 240
36.7%
161 / 221
88.9%
120 / 197
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.6%
7 / 8
36.2%
3 / 8
32.3%
6 / 8
70.1%
8 / 8
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.2%
40 / 45
36.2%
3 / 41
50.5%
8 / 33
106.4%
5 / 25
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4%
2 / 8
34.6%
4 / 8
57.8%
2 / 8
102.2%
4 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.7%
43 / 45
31.9%
10 / 41
47.7%
13 / 33
133.9%
1 / 25
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3%
3 / 8
30.2%
8 / 8
48.2%
4 / 8
122%
3 / 8
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.3%
5 / 45
28.6%
24 / 41
58.7%
1 / 33
106.2%
7 / 25
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2%
23 / 45
28.5%
25 / 41
53.9%
4 / 33
102.1%
12 / 25
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME1.1%
-
26.9%
-
46.2%
-
102%
-
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.6%
33 / 45
26.2%
33 / 41
55.2%
3 / 33
119%
3 / 25
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH6.2%
5 / 23
65%
1 / 23
88.8%
4 / 23
127%
10 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.9%
6 / 23
51.1%
2 / 23
103.9%
2 / 23
223.8%
2 / 23
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH2.4%
195 / 506
41.8%
3 / 480
80.4%
3 / 390
150.9%
3 / 296
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH2.3%
132 / 255
40.6%
10 / 240
72.1%
4 / 221
145.6%
6 / 197
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4.3%
14 / 255
40.6%
12 / 240
78.8%
2 / 221
144.4%
7 / 197
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH2.4%
13 / 23
39.1%
7 / 23
53%
11 / 23
157.2%
4 / 23
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1.7%
187 / 255
38.4%
16 / 240
70.5%
5 / 221
170.9%
2 / 197
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH1.6%
17 / 23
37%
9 / 23
49.1%
13 / 23
104.7%
17 / 23
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.3%
10 / 506
36.5%
10 / 480
86%
1 / 390
166.2%
1 / 296
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH3.1%
10 / 23
36%
11 / 23
66.6%
8 / 23
126.1%
12 / 23
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH4.7%
8 / 255
35.7%
33 / 240
98.2%
1 / 221
176.9%
1 / 197
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH3.9%
27 / 255
34.4%
45 / 240
60%
28 / 221
-
-
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH0.7%
231 / 255
32.6%
80 / 240
61.8%
19 / 221
142.5%
8 / 197
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH3.5%
-
32.5%
-
64.6%
-
118.9%
-
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH4.4%
12 / 255
30.4%
122 / 240
69.5%
6 / 221
122.6%
22 / 197
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH2.9%
81 / 255
30.3%
125 / 240
50.7%
77 / 221
118.3%
27 / 197
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH0.8%
355 / 506
30.3%
50 / 480
62.5%
12 / 390
136.8%
7 / 296
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH1.1%
19 / 23
29.8%
16 / 23
76.5%
5 / 23
102.4%
19 / 23
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH1.2%
18 / 23
28.9%
17 / 23
62.6%
9 / 23
139.6%
7 / 23
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH3.8%
33 / 255
27.9%
165 / 240
61.9%
18 / 221
100.5%
77 / 197
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH1.8%
256 / 506
25.8%
82 / 480
61.4%
15 / 390
-
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH1.7%
188 / 255
25.6%
184 / 240
55.7%
43 / 221
108.1%
61 / 197
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-0.1%
3 / 3
44.8%
1 / 3
96.9%
2 / 3
171.7%
2 / 3
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES3.9%
4 / 5
43.3%
2 / 5
93.6%
1 / 4
235.3%
1 / 4
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES3.2%
-
40%
-
95.5%
-
142.6%
-
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES2.5%
17 / 46
38.1%
6 / 44
77.7%
6 / 39
122.3%
9 / 36
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES3.1%
3 / 5
26.9%
2 / 5
124.7%
1 / 5
285.3%
1 / 5
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES3.5%
6 / 46
24.4%
42 / 44
84.7%
5 / 39
148.2%
3 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES4.5%
5 / 46
20.2%
43 / 44
92.9%
2 / 39
135.8%
4 / 36
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES5.7%
2 / 46
12.7%
44 / 44
154.8%
1 / 39
311.4%
1 / 36
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
11 / 258
34.9%
3 / 241
44.3%
12 / 193
120.2%
3 / 165
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK0.8%
22 / 24
30.2%
4 / 24
15.4%
19 / 24
83.6%
17 / 24
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.7%
62 / 258
29.9%
22 / 241
51.3%
2 / 193
111.8%
5 / 165
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
11 / 282
29.5%
9 / 267
53%
2 / 241
110.1%
1 / 208
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.5%
90 / 282
22.2%
78 / 267
40.1%
11 / 241
94.1%
4 / 208
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.4%
111 / 282
21.6%
98 / 267
36.7%
23 / 241
71.2%
43 / 208
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
2 / 28
20.7%
9 / 28
31.3%
6 / 25
92.3%
1 / 23
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.3%
23 / 258
20.3%
132 / 241
43.5%
15 / 193
96.8%
12 / 165
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.9%
41 / 282
19.1%
159 / 267
34.6%
37 / 241
83.6%
10 / 208
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
11 / 16
16.1%
10 / 15
51.1%
3 / 14
85.4%
4 / 13
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.8%
47 / 282
13.9%
246 / 267
25.7%
163 / 241
60.2%
120 / 208
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.2%
5 / 16
22.8%
9 / 15
42.7%
7 / 14
109.8%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK2.1%
20 / 28
21.5%
7 / 28
34%
4 / 25
82%
3 / 23
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.6%
11 / 203
19.8%
17 / 195
35.4%
3 / 169
73.5%
4 / 142
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.3%
10 / 16
13.8%
12 / 15
21.9%
11 / 14
31.4%
10 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.4%
19 / 203
13.7%
115 / 195
25.4%
43 / 169
69.1%
6 / 142
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.2%
36 / 87
13%
15 / 78
21.3%
8 / 56
44.9%
4 / 43
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK1.5%
13 / 77
3.8%
30 / 71
10.1%
25 / 56
23.7%
20 / 48
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1.8%
5 / 104
-3.1%
96 / 97
7.4%
43 / 70
15.3%
42 / 53
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY2.2%
3 / 11
22.5%
1 / 10
62.2%
1 / 6
205.9%
1 / 6
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-1.5%
8 / 11
19.8%
2 / 10
39.4%
4 / 6
84.5%
5 / 6
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-1.8%
49 / 52
18.9%
4 / 53
49.2%
3 / 50
84.2%
5 / 40
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY3.9%
1 / 1
18.7%
1 / 1
45.3%
1 / 1
178.3%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.2%
29 / 52
2.6%
34 / 53
22.6%
28 / 50
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.5%
16 / 52
2.3%
35 / 53
25.2%
24 / 50
42.1%
22 / 40
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST6.7%
2 / 2
70.7%
2 / 2
122.2%
1 / 2
179.8%
2 / 2
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST4.7%
8 / 23
60.7%
2 / 23
94.3%
5 / 22
196.1%
4 / 22
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST4.4%
-
58.5%
-
123%
-
204%
-
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-3.2%
6 / 9
55.5%
3 / 9
-12.7%
6 / 9
-23%
2 / 7
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST1.9%
35 / 112
44%
7 / 110
73.7%
3 / 103
174.1%
2 / 86
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST2.3%
1 / 3
38.9%
1 / 3
58.9%
1 / 3
148.8%
1 / 3
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST3%
11 / 23
38.6%
11 / 23
60.8%
13 / 22
138%
11 / 22
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST2.4%
1 / 5
36%
1 / 4
91.1%
2 / 4
225.4%
1 / 4
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST5%
3 / 112
34.8%
25 / 110
49.4%
13 / 103
122.7%
9 / 86
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-1.6%
4 / 5
33.2%
2 / 4
117.2%
1 / 4
224.7%
2 / 4
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST10.7%
1 / 16
28.8%
7 / 15
46.1%
5 / 14
-
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST3.2%
17 / 112
28.6%
40 / 110
45.8%
16 / 103
71.1%
26 / 86
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-1.4%
-
28.3%
-
75.9%
-
141%
-
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST0.6%
-
27.9%
-
54%
-
100.7%
-
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-0.4%
87 / 112
21.3%
59 / 110
60.4%
8 / 103
181.5%
1 / 86
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST3.1%
3 / 6
21.2%
4 / 6
39.5%
2 / 6
-
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST4.7%
2 / 8
14.1%
4 / 8
41.9%
4 / 7
74.1%
3 / 7
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST0.4%
-
9.7%
-
23.9%
-
146.2%
-
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-6.1%
110 / 112
3.3%
102 / 110
27.7%
43 / 103
-18.4%
80 / 86
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1.5%
2 / 17
18.2%
1 / 15
23.6%
2 / 15
70.4%
1 / 14
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.9%
1 / 14
15.1%
1 / 14
29.4%
2 / 14
89.1%
1 / 14
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1%
16 / 23
13.5%
3 / 23
22.8%
1 / 22
57.9%
1 / 21
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.8%
4 / 84
13%
5 / 83
16.4%
26 / 73
62.2%
1 / 63
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.1%
21 / 84
12.9%
6 / 83
19.2%
16 / 73
59.9%
2 / 63
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.4%
8 / 84
12.8%
7 / 83
20.5%
14 / 73
46.9%
7 / 63
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.7%
3 / 96
11.2%
17 / 89
21.7%
26 / 83
53.9%
5 / 69
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1%
49 / 96
9.9%
36 / 89
22.3%
22 / 83
40.1%
25 / 69
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS2%
3 / 84
9.9%
18 / 83
14.6%
32 / 73
48.2%
4 / 63
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
58 / 84
7.6%
50 / 83
12.7%
42 / 73
36.1%
24 / 63
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.1%
7 / 24
28.6%
7 / 24
19.8%
15 / 24
113.3%
6 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.8%
42 / 100
26.4%
6 / 96
33.6%
12 / 84
87%
38 / 80
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.6%
250 / 277
25.2%
75 / 269
44.6%
17 / 255
115.6%
39 / 240
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.4%
13 / 24
25.2%
12 / 24
49.9%
2 / 24
147.5%
2 / 24
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.2%
9 / 100
24.3%
11 / 96
36%
6 / 84
99.4%
20 / 80
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.7%
43 / 100
24.2%
12 / 96
34.2%
8 / 84
118.4%
6 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.2%
15 / 100
23.6%
18 / 96
33.2%
13 / 84
104.6%
14 / 80
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.2%
94 / 100
21.8%
27 / 96
39%
1 / 84
143.3%
2 / 80
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.4%
54 / 100
21.7%
29 / 96
22.5%
68 / 84
88.5%
35 / 80
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.1%
72 / 100
20.8%
38 / 96
34.9%
7 / 84
100.3%
19 / 80
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME3.5%
29 / 64
19.1%
39 / 59
44.8%
3 / 49
122.2%
3 / 42
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.2%
15 / 24
19%
16 / 24
28.6%
9 / 24
90.5%
12 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.9%
29 / 100
18.2%
62 / 96
28.7%
32 / 84
83.3%
47 / 80
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3%
17 / 24
17.5%
18 / 24
37.2%
4 / 24
83.9%
16 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME5.1%
12 / 277
16.9%
234 / 269
34.1%
63 / 255
109%
46 / 240
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.8%
148 / 277
14.6%
252 / 269
28.7%
104 / 255
83.5%
126 / 240
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.1%
95 / 100
14.3%
84 / 96
32%
17 / 84
109.4%
9 / 80
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
19 / 24
12.5%
20 / 24
32.6%
8 / 24
143.3%
3 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH4.6%
5 / 64
33.6%
2 / 59
75.2%
2 / 49
195.1%
2 / 42
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH4.5%
3 / 16
32.6%
3 / 16
42.7%
4 / 14
177.6%
3 / 14
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.9%
131 / 277
32%
10 / 269
78.7%
2 / 255
195.6%
2 / 240
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH6.8%
2 / 277
28.3%
26 / 269
54.2%
5 / 255
131.2%
15 / 240
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH3.1%
219 / 277
27.1%
35 / 269
43.1%
23 / 255
93.7%
87 / 240
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH4.1%
88 / 277
25.5%
62 / 269
48.5%
11 / 255
144.4%
7 / 240
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH2%
268 / 277
23.4%
130 / 269
59.2%
4 / 255
161.2%
4 / 240
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH4.4%
4 / 16
23.3%
7 / 16
42.2%
5 / 14
155.9%
5 / 14
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH4.6%
35 / 277
23.2%
134 / 269
41.1%
27 / 255
114.1%
41 / 240
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH4.4%
52 / 277
22.3%
153 / 269
50.1%
9 / 255
122.9%
25 / 240
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH4.5%
45 / 277
21.8%
163 / 269
43.7%
21 / 255
131.8%
14 / 240
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH2.4%
52 / 64
21.5%
28 / 59
36.1%
8 / 49
120.7%
4 / 42
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH3%
221 / 277
20.5%
185 / 269
48.2%
12 / 255
123.5%
24 / 240
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH3.6%
172 / 277
20.1%
194 / 269
54%
6 / 255
-
-
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.5%
178 / 277
18.1%
226 / 269
43.7%
22 / 255
143.5%
8 / 240
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH1.6%
9 / 16
17.8%
11 / 16
41%
6 / 14
139.8%
7 / 14
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH4%
106 / 277
16.1%
242 / 269
37.3%
44 / 255
102.8%
62 / 240
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH3.6%
166 / 277
15.2%
248 / 269
27.9%
109 / 255
78%
148 / 240
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES7%
-
57.3%
-
101.9%
-
242.6%
-
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.8%
19 / 49
35.6%
6 / 49
71.8%
2 / 47
147.1%
19 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES8.3%
3 / 18
34.9%
5 / 18
61.4%
7 / 16
174.7%
6 / 16
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.8%
4 / 18
34.4%
6 / 18
61.9%
6 / 16
212.9%
3 / 16
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4%
31 / 49
32.8%
10 / 49
61.3%
10 / 47
169.3%
9 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.1%
28 / 49
32.8%
11 / 49
50.6%
21 / 47
153.9%
16 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.2%
16 / 18
29.7%
7 / 18
70.5%
3 / 16
188.5%
4 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.3%
10 / 49
24.7%
34 / 49
58.5%
11 / 47
133.8%
27 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES2%
14 / 18
10.4%
14 / 18
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.5%
9 / 18
5.7%
17 / 18
40.6%
9 / 16
164.8%
7 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-4.5%
2 / 3
49%
1 / 3
75.1%
1 / 3
166.5%
2 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-0%
60 / 88
47.2%
1 / 82
89.2%
2 / 74
161.7%
2 / 63
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES0.2%
2 / 7
42.2%
2 / 7
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES1%
33 / 88
38.4%
11 / 82
83.3%
4 / 74
170.9%
1 / 63
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-5.5%
6 / 6
35%
3 / 6
8.4%
5 / 5
37.3%
4 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-0.7%
78 / 88
34.3%
29 / 82
82%
6 / 74
148.1%
5 / 63
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-1.5%
3 / 6
34.2%
4 / 6
57.7%
2 / 5
105.2%
2 / 4
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES1.8%
14 / 88
30.2%
65 / 82
72.4%
20 / 74
142.8%
8 / 63
Hermes US SMID Equity
FO Equity - USA
View Factsheet
US EQUITIES0%
138 / 217
29.8%
20 / 204
71.5%
8 / 174
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-1.2%
84 / 88
28%
77 / 82
74.7%
9 / 74
155.5%
4 / 63
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