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.
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.6%
13 / 15
48.5%
2 / 15
58.7%
5 / 15
94.1%
3 / 15
Invesco Perp Pacific
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES4.7%
7 / 7
43.5%
1 / 5
48.2%
2 / 5
101.8%
1 / 5
Henderson Far East Inc Ltd
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.4%
14 / 15
40.1%
9 / 15
37.4%
8 / 15
67.7%
9 / 15
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES2%
6 / 8
39.6%
3 / 8
72%
5 / 8
149.3%
2 / 8
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.8%
-
35.3%
-
62.2%
-
93.9%
-
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES7.5%
5 / 15
34.2%
13 / 15
30.7%
12 / 15
81.5%
5 / 15
Baillie Gifford Pacific
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5%
52 / 65
33.3%
57 / 63
40.1%
36 / 57
76.5%
7 / 50
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES3.9%
15 / 15
29.6%
15 / 15
64.5%
2 / 15
130.7%
1 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.6%
58 / 65
28.9%
62 / 63
52.5%
12 / 57
75.8%
8 / 50
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.1%
17 / 183
20.1%
80 / 175
61.4%
3 / 156
101.4%
2 / 122
JPM Europe Smaller Comp
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7%
7 / 12
22.2%
9 / 12
44.1%
5 / 11
128.4%
7 / 11
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES7.2%
16 / 101
21%
68 / 98
66.9%
2 / 87
161%
1 / 79
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES6.7%
43 / 101
17.3%
84 / 98
35.9%
15 / 87
107.5%
17 / 79
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES6.8%
9 / 12
17%
10 / 12
51.5%
2 / 11
146%
3 / 11
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES9.9%
1 / 8
16.9%
3 / 8
34%
2 / 8
143.3%
2 / 8
Threadneedle EurpnSlct
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.5%
94 / 101
16.8%
87 / 98
32.9%
19 / 87
91%
34 / 79
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES5.5%
8 / 8
8.2%
7 / 8
29.8%
5 / 8
111.5%
4 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES8%
3 / 4
5.6%
4 / 4
30.4%
3 / 4
164.1%
2 / 4
Liontrust Eurpn Enhnd Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.1%
101 / 101
2.1%
98 / 98
23.5%
78 / 87
75.2%
74 / 79
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES8.2%
4 / 8
-1.6%
8 / 8
31.7%
3 / 8
146%
1 / 8
M&G Emerging Mkts Bd
UT Global Emerging Market Bond
View Factsheet
GLOBAL BONDS5.1%
1 / 12
32%
2 / 11
54.6%
1 / 10
60.3%
1 / 7
Stan Life Inv EmMktDt
UT Global Emerging Market Bond
View Factsheet
GLOBAL BONDS4.9%
3 / 12
31.1%
5 / 11
52.8%
3 / 10
-
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS2.9%
24 / 70
22.4%
6 / 68
34.2%
7 / 60
41.9%
5 / 48
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS3.6%
23 / 70
16.6%
24 / 68
31.9%
11 / 60
41%
6 / 48
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.4%
64 / 320
9.9%
32 / 296
20.6%
25 / 233
71.7%
4 / 167
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.9%
-
8.9%
-
16.8%
-
17.6%
-
TwentyFour MonumtBd
UT Specialist
View Factsheet
GLOBAL BONDS0.7%
115 / 125
4.1%
113 / 125
6.2%
98 / 115
27.2%
54 / 91
LM BWGblFxInc
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-1.2%
-
3.9%
-
-3.1%
-
1.4%
-
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.3%
5 / 10
58.9%
2 / 10
23%
6 / 9
40.5%
4 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES6.6%
7 / 58
48.2%
31 / 56
42.8%
7 / 47
62.7%
2 / 39
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES9%
1 / 10
47.6%
3 / 10
24.6%
5 / 9
125.5%
1 / 9
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.1%
-
41.6%
-
46.9%
-
67.4%
-
MI Somerset EmgMktsDivGth
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.7%
26 / 58
36.7%
50 / 56
36.3%
19 / 47
48.5%
6 / 39
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.4%
-
35.2%
-
54.9%
-
86.9%
-
Fidelity Emerging Markets
UT Global Emerging Markets
View Factsheet
GLOBAL EMERGING MARKET EQUITIES5.3%
38 / 58
32.5%
55 / 56
33.2%
26 / 47
53%
5 / 39
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
GLOBAL EMERGING MARKET EQUITIES1.2%
9 / 10
27.6%
8 / 10
19.1%
8 / 9
54.4%
3 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
GLOBAL EMERGING MARKET EQUITIES3.8%
62 / 125
26.3%
56 / 125
43.9%
19 / 115
-
-
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.4%
8 / 8
56%
1 / 8
33.3%
4 / 8
52.1%
8 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME5.3%
47 / 268
52.8%
5 / 252
38.6%
117 / 229
85.5%
92 / 204
Schroder Global Equity Income
UT Global
View Factsheet
GLOBAL EQUITY INCOME3.5%
221 / 268
43.4%
15 / 252
57.2%
21 / 229
105.3%
32 / 204
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.8%
4 / 8
39.9%
3 / 8
47%
2 / 8
90.3%
4 / 8
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.4%
24 / 43
32.3%
18 / 39
58.7%
1 / 31
97.7%
5 / 22
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.8%
16 / 43
30.9%
22 / 39
52.2%
5 / 31
128.3%
1 / 22
Invesco Perp Global Eq Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.1%
8 / 43
30.6%
25 / 39
40.3%
21 / 31
96.7%
6 / 22
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME6.7%
1 / 8
30.3%
6 / 8
49.2%
1 / 8
121.7%
1 / 8
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5%
12 / 43
26.3%
32 / 39
52.8%
4 / 31
-
-
Stan Life Inv Gl Equ Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.4%
4 / 43
25.4%
33 / 39
41.2%
19 / 31
101.9%
3 / 22
Majedie Investments PLC
IT Global
View Factsheet
GLOBAL EQUITY INCOME12.5%
1 / 24
20.6%
18 / 24
72.3%
2 / 24
136.6%
3 / 24
Sarasin Gbl Hig Div(StgHg)
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.6%
42 / 43
12.9%
38 / 39
23.9%
30 / 31
66.9%
20 / 22
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH5.4%
39 / 268
42.2%
18 / 252
67%
3 / 229
160.6%
1 / 204
Alliance Trust PLC
IT Global
View Factsheet
GLOBAL GROWTH10.9%
3 / 24
36.4%
7 / 24
56%
7 / 24
109.1%
9 / 24
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH5.3%
43 / 268
36.1%
66 / 252
65.9%
4 / 229
134.5%
7 / 204
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH5.2%
50 / 268
35%
79 / 252
58.6%
17 / 229
134.2%
8 / 204
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH4.2%
178 / 268
34.6%
85 / 252
47.8%
61 / 229
108.9%
27 / 204
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH5.6%
31 / 268
33.8%
92 / 252
87.8%
1 / 229
158.2%
2 / 204
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH4.2%
20 / 24
33.7%
8 / 24
49%
12 / 24
132.8%
4 / 24
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4.4%
152 / 268
33.4%
99 / 252
63.2%
7 / 229
128.7%
11 / 204
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH9.7%
4 / 24
32.8%
9 / 24
68%
3 / 24
195.8%
2 / 24
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH6.6%
8 / 511
32%
55 / 476
59%
12 / 387
125.1%
6 / 288
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH4.9%
16 / 24
31.8%
10 / 24
53.7%
9 / 24
111.3%
8 / 24
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.2%
81 / 511
31.8%
56 / 476
67.3%
2 / 387
140.4%
2 / 288
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH2.9%
241 / 268
28.5%
150 / 252
56.2%
25 / 229
103.5%
40 / 204
Alliance Trust SF Gbl Gth
UT Global
View Factsheet
GLOBAL GROWTH5.3%
46 / 268
28.3%
153 / 252
37.5%
123 / 229
88%
84 / 204
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH4.9%
-
25.4%
-
51.8%
-
104.8%
-
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH4.6%
128 / 268
24.2%
183 / 252
57.1%
23 / 229
84%
100 / 204
Stan Life Inv GlEqUncon
UT Global
View Factsheet
GLOBAL GROWTH5.6%
34 / 268
24.2%
185 / 252
41.9%
97 / 229
102.5%
45 / 204
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH5.6%
11 / 24
23.9%
15 / 24
44.3%
14 / 24
126.3%
6 / 24
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH4.1%
190 / 268
23.1%
191 / 252
49.3%
52 / 229
106.2%
31 / 204
The Bnkrs IT
IT Global
View Factsheet
GLOBAL GROWTH4.8%
17 / 24
22.3%
16 / 24
30.3%
20 / 24
106%
12 / 24
Caledonia Investments PLC
IT Global
View Factsheet
GLOBAL GROWTH11.5%
2 / 24
21.3%
17 / 24
51.9%
10 / 24
119%
7 / 24
Edinburgh Worldwide IT PLC
IT Global
View Factsheet
GLOBAL GROWTH5.1%
14 / 24
14.8%
21 / 24
23.5%
22 / 24
104.2%
13 / 24
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES6.6%
3 / 3
53%
1 / 3
88.1%
1 / 3
188.5%
2 / 3
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES3.8%
37 / 46
39.4%
6 / 44
68.2%
4 / 39
114.2%
7 / 36
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES13.6%
2 / 5
38.8%
1 / 5
93.9%
1 / 5
275.7%
1 / 5
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES12.8%
1 / 46
38.7%
7 / 44
92.6%
1 / 39
268%
1 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES3.3%
-
35.1%
-
71%
-
105.4%
-
Schroder Japan Growth plc
IT Japan Equities
View Factsheet
JAPANESE EQUITIES5.4%
4 / 5
35%
1 / 5
60.3%
1 / 4
145.5%
2 / 4
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES5.1%
5 / 5
31.2%
2 / 5
54%
3 / 4
206.5%
1 / 4
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES6.4%
5 / 46
29.8%
38 / 44
58.3%
9 / 39
109.8%
9 / 36
CF Ruffer Japanese
UT Flexible Investment
View Factsheet
JAPANESE EQUITIES3.4%
140 / 253
17.9%
132 / 237
26.9%
75 / 193
119.8%
1 / 162
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
130 / 253
29.6%
19 / 237
35.3%
22 / 193
99.6%
4 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4.6%
32 / 284
21.8%
63 / 268
40.7%
5 / 242
96.9%
1 / 208
7IM Adventurous
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.5%
194 / 253
21.5%
95 / 237
28%
63 / 193
68%
37 / 162
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.2%
181 / 284
20.6%
86 / 268
35.3%
10 / 242
89%
2 / 208
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4%
76 / 284
17%
171 / 268
29.1%
50 / 242
73.7%
11 / 208
Practical Investment
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4.2%
50 / 284
16.6%
179 / 268
19%
204 / 242
73.1%
12 / 208
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK4%
6 / 29
15.9%
16 / 29
25.9%
8 / 25
79.5%
1 / 24
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.8%
107 / 253
15.5%
159 / 237
35.5%
21 / 193
82.2%
13 / 162
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.4%
15 / 16
14.3%
12 / 15
48.3%
2 / 14
70.7%
4 / 13
Jupiter Dist and Gth
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4%
70 / 284
11.2%
246 / 268
21.3%
176 / 242
59.7%
57 / 208
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.3%
175 / 284
8.8%
260 / 268
23.6%
140 / 242
51.2%
124 / 208
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.9%
5 / 16
16.2%
8 / 15
25.8%
8 / 14
27.5%
9 / 13
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK1%
9 / 16
16.1%
9 / 15
34.3%
5 / 14
93.2%
1 / 13
F&C Mngd Prtfolio Tst Gth
IT Global
View Factsheet
MIXED ASSET - LOWER RISK4.4%
19 / 24
10.9%
23 / 24
23.6%
21 / 24
81.1%
21 / 24
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.1%
162 / 213
10.7%
153 / 202
21.9%
59 / 177
64.7%
3 / 145
Jupiter Distribution
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.3%
19 / 86
8.7%
55 / 75
19.9%
12 / 58
42.7%
3 / 44
Stan Life Inv Dyn Dist
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.8%
70 / 213
6.2%
194 / 202
17.8%
112 / 177
62.3%
5 / 145
Kames Ethical Cautious Mgd
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.7%
99 / 213
5.5%
197 / 202
17.2%
117 / 177
60.2%
6 / 145
Premier Defensive Growth
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.3%
50 / 75
2.4%
31 / 72
7.7%
27 / 58
20%
24 / 47
JPM Global Macro Balanced
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.6%
84 / 86
-0.8%
75 / 75
11.1%
48 / 58
15.4%
42 / 44
Stand Life Inv Prop Inc Tst
IT Property - Direct UK
View Factsheet
PROPERTY-
5 / 11
8.9%
3 / 11
39.9%
2 / 6
117.6%
3 / 6
Kames Property Income
UT Property
View Factsheet
PROPERTY0.9%
30 / 52
4.1%
21 / 53
-
-
-
-
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY5.2%
1 / 1
3.3%
1 / 1
37.8%
1 / 1
141.8%
1 / 1
L&G UK Property
UT Property
View Factsheet
PROPERTY1.9%
17 / 52
1.9%
32 / 53
27.8%
24 / 47
40.8%
22 / 40
Stan Life Inv Global REIT
UT Property
View Factsheet
PROPERTY0.8%
35 / 52
1.6%
35 / 53
14.4%
40 / 47
53.7%
14 / 40
Henderson UK Prop PAIF
UT Property
View Factsheet
PROPERTY0.6%
39 / 52
-4.2%
48 / 53
16.8%
35 / 47
32.9%
26 / 40
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST4.6%
8 / 10
137.8%
3 / 10
-1.8%
6 / 9
-28.3%
3 / 8
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST14%
4 / 125
86.5%
10 / 125
52.5%
16 / 115
-29.7%
85 / 91
SVG Capital plc
IT Private Equity
View Factsheet
SPECIALIST0.3%
19 / 23
49.3%
4 / 23
56.4%
11 / 22
226.1%
4 / 21
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST7.1%
2 / 2
46.9%
1 / 2
78.1%
1 / 2
165.1%
2 / 2
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST2.5%
1 / 3
44.2%
1 / 3
46.9%
1 / 3
134.5%
1 / 3
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST2.4%
86 / 125
40%
33 / 125
43.2%
20 / 115
61.5%
26 / 91
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST4.6%
-
39.3%
-
77.7%
-
153.5%
-
HarbourvestGlb PvtEqty
IT Private Equity
View Factsheet
SPECIALIST8.6%
6 / 23
35%
8 / 23
92.4%
4 / 22
198.9%
5 / 21
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST1.6%
16 / 23
34.8%
9 / 23
60%
10 / 22
163.5%
6 / 21
Herald Investment Trust plc
IT Small Media Comms & IT Cos
View Factsheet
SPECIALIST6.4%
1 / 1
27.2%
1 / 1
28.2%
1 / 1
92.6%
1 / 1
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST4.6%
43 / 125
25.8%
57 / 125
31.4%
36 / 115
104.4%
9 / 91
Schroder Global Healthcare
UT Global
View Factsheet
SPECIALIST6.6%
6 / 268
18.1%
212 / 252
56.5%
24 / 229
138.3%
5 / 204
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST7.7%
1 / 5
17.6%
2 / 4
77.8%
2 / 4
215.8%
3 / 4
The Renwbls InfstrGrp LtdOrd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-0.2%
4 / 6
14.6%
2 / 6
28%
4 / 4
-
-
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST6.6%
19 / 125
12.6%
93 / 125
56.4%
12 / 115
212%
1 / 91
The Biotech Growth Trust PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST4.6%
4 / 5
9.1%
4 / 4
44.7%
4 / 4
258.6%
2 / 4
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST-2.5%
16 / 16
2.1%
14 / 15
16.8%
11 / 14
-
-
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS2.9%
1 / 22
11.5%
1 / 19
22.2%
3 / 20
68.3%
1 / 19
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.9%
6 / 24
11%
4 / 23
29.4%
2 / 21
88.4%
1 / 19
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.6%
30 / 83
9.1%
15 / 77
19.4%
13 / 72
46.8%
7 / 61
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.6%
31 / 83
9%
17 / 77
15.6%
27 / 72
61.7%
1 / 61
Aviva Inv High Yield Bond
UT Sterling High Yield
View Factsheet
STERLING BONDS1.2%
17 / 23
8.9%
19 / 23
17.8%
2 / 22
54%
4 / 20
Royal London Ethical Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.9%
18 / 83
7.8%
33 / 77
21.9%
8 / 72
42.3%
16 / 61
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.2%
62 / 83
7.7%
34 / 77
13.4%
40 / 72
41.1%
18 / 61
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.8%
57 / 98
7.5%
60 / 91
20.7%
27 / 86
50.3%
6 / 71
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS2.1%
8 / 83
7.4%
40 / 77
12.6%
46 / 72
48.3%
6 / 61
TwentyFour Dyn Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.4%
43 / 83
5.8%
56 / 77
13.2%
41 / 72
49.9%
3 / 61
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.4%
85 / 96
27.3%
5 / 90
18.2%
58 / 82
81.3%
15 / 77
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME5.4%
31 / 286
23.1%
86 / 278
41.7%
6 / 266
98.3%
41 / 252
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.3%
7 / 24
19.2%
6 / 24
35.4%
2 / 24
124.9%
3 / 24
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.6%
33 / 96
18.3%
22 / 90
27%
9 / 82
88.7%
11 / 77
Artemis Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.4%
46 / 96
16.1%
31 / 90
22.3%
34 / 82
73.6%
34 / 77
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.3%
5 / 24
15.4%
10 / 24
22.2%
6 / 24
76.6%
12 / 24
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.9%
10 / 24
14.1%
12 / 24
35.8%
1 / 24
73.3%
15 / 24
Rathbone Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.7%
248 / 286
13.7%
199 / 278
27.8%
31 / 266
85.2%
69 / 252
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.1%
22 / 24
11.7%
16 / 24
1.3%
23 / 24
96.6%
4 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.1%
65 / 96
10.5%
69 / 90
25.6%
16 / 82
69.3%
39 / 77
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.6%
159 / 286
9.8%
241 / 278
24.5%
58 / 266
92.2%
50 / 252
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.2%
61 / 96
8.4%
78 / 90
22.8%
32 / 82
127.2%
2 / 77
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME5.9%
4 / 63
7.1%
56 / 59
25.4%
9 / 51
102%
5 / 45
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.7%
150 / 286
5.7%
264 / 278
24.8%
57 / 266
69.4%
128 / 252
Invesco Perp UK Strat Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.6%
161 / 286
4.1%
269 / 278
21.7%
85 / 266
83.8%
75 / 252
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.6%
30 / 96
3.6%
87 / 90
23.6%
29 / 82
95.5%
9 / 77
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.1%
23 / 24
2.9%
20 / 24
21.2%
8 / 24
145%
2 / 24
Marlborough Multi Cap Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.8%
73 / 96
1.3%
90 / 90
15.8%
70 / 82
106.2%
5 / 77
Perp Inc & Gth IT plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.6%
11 / 24
-4.4%
22 / 24
9%
17 / 24
73.2%
16 / 24
Majedie UK Focus
UT UK All Companies
View Factsheet
UK GROWTH3.8%
243 / 286
27.1%
24 / 278
31.2%
16 / 266
103%
28 / 252
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH5%
11 / 17
21.8%
2 / 17
30.6%
3 / 15
166.5%
3 / 15
Old Mutual UK Alp
UT UK All Companies
View Factsheet
UK GROWTH5.1%
65 / 286
21%
115 / 278
12.1%
230 / 266
77.8%
90 / 252
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH6.2%
5 / 286
19.6%
127 / 278
47.1%
4 / 266
163.9%
3 / 252
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH5%
81 / 286
18.4%
147 / 278
34.7%
11 / 266
119.5%
12 / 252
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH4.8%
32 / 63
17%
30 / 59
44%
2 / 51
162.8%
2 / 45
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH5.8%
7 / 63
15%
35 / 59
23.8%
11 / 51
116.3%
3 / 45
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH4.2%
211 / 286
13%
207 / 278
27%
38 / 266
109.2%
19 / 252
AXA Framlington UK Sel Opps
UT UK All Companies
View Factsheet
UK GROWTH4.9%
87 / 286
11.4%
227 / 278
15.9%
190 / 266
62.6%
156 / 252
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH7.5%
4 / 17
10.5%
9 / 17
35.5%
2 / 15
131.6%
5 / 15
Henderson Opps Tst
IT UK All Companies
View Factsheet
UK GROWTH7.9%
3 / 17
9.6%
10 / 17
5.2%
12 / 15
156.7%
4 / 15
Neptune UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH5.8%
9 / 286
9.5%
243 / 278
33.8%
14 / 266
137.9%
7 / 252
Premier Ethical
UT UK All Companies
View Factsheet
UK GROWTH2.6%
281 / 286
9%
247 / 278
25.3%
49 / 266
110.6%
17 / 252
EdenTree UK Eq Gth
UT UK All Companies
View Factsheet
UK GROWTH4.4%
190 / 286
9%
248 / 278
16.1%
186 / 266
108.3%
20 / 252
Stan Life Inv UK Eth
UT UK All Companies
View Factsheet
UK GROWTH4.7%
141 / 286
7.4%
254 / 278
15%
202 / 266
87%
62 / 252
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.8%
244 / 286
7.4%
256 / 278
28.4%
26 / 266
132.5%
8 / 252
Stan Life Inv UKEqUncns
UT UK All Companies
View Factsheet
UK GROWTH4.3%
193 / 286
6.4%
260 / 278
8.7%
247 / 266
116.8%
13 / 252
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH4.1%
219 / 286
2%
274 / 278
35.8%
9 / 266
-
-
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH2.5%
282 / 286
0.3%
276 / 278
34.3%
12 / 266
99.3%
37 / 252
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH5.6%
8 / 17
0%
13 / 17
19.5%
6 / 15
128.1%
6 / 15
JP Morgan Mid Cap IT plc
IT UK All Companies
View Factsheet
UK GROWTH-0.4%
17 / 17
-9%
17 / 17
27.3%
4 / 15
176.5%
2 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.3%
17 / 49
18.3%
5 / 48
36.1%
12 / 47
135.4%
13 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.9%
35 / 49
16.7%
10 / 48
46.6%
4 / 47
157.7%
5 / 45
AXA Frmlngtn UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.8%
22 / 49
9.4%
35 / 48
37.4%
8 / 47
147%
8 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.1%
30 / 49
9.1%
36 / 48
23.4%
26 / 47
110%
28 / 45
BlackRock Sm Cos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.5%
7 / 18
3.1%
10 / 18
14.8%
9 / 16
143.2%
7 / 16
Franklin UK Smaller Companies
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.5%
14 / 49
2.8%
42 / 48
21.8%
29 / 47
100%
33 / 45
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES7.2%
5 / 18
2%
11 / 18
23.2%
7 / 16
176.6%
4 / 16
Kames UK Smaller Companies
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4%
33 / 49
2%
47 / 48
16.2%
33 / 47
97.2%
38 / 45
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES8.9%
2 / 18
0.5%
12 / 18
42.7%
3 / 16
186.6%
3 / 16
Aberforth Smaller Co Tst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.1%
9 / 18
-1.2%
14 / 18
7.3%
12 / 16
138.6%
10 / 16
VT De Lisle America
UT North America
View Factsheet
US EQUITIES2.4%
82 / 89
64.4%
1 / 82
82.7%
4 / 73
192%
1 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES3.5%
5 / 6
62%
1 / 6
68.3%
2 / 5
119.3%
2 / 4
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES2.5%
2 / 3
55.7%
2 / 3
68.5%
1 / 3
189.2%
1 / 3
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES2.6%
4 / 7
50.2%
4 / 7
-
-
-
-
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES2.1%
85 / 89
49.6%
9 / 82
80.9%
6 / 73
145.9%
5 / 64
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES4%
29 / 89
47%
13 / 82
84.3%
3 / 73
170.3%
2 / 64
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES2.2%
84 / 89
40.1%
49 / 82
85.6%
1 / 73
166.6%
3 / 64
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES5.1%
12 / 89
40%
50 / 82
73%
18 / 73
143.6%
8 / 64
JP Morgan American IT plc
IT North America Equities
View Factsheet
US EQUITIES3.2%
6 / 6
39.8%
6 / 6
58.1%
3 / 5
119.5%
1 / 4
LM Opportunity
FO Equity - USA
View Factsheet
US EQUITIES2.3%
-
37.6%
-
41.6%
-
178.4%
-
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