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.
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES4.4%
10 / 12
31.8%
2 / 11
79%
2 / 11
144.8%
1 / 10
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES6.8%
1 / 7
30.9%
4 / 7
100.2%
1 / 7
219.6%
1 / 7
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.6%
9 / 184
30.3%
4 / 180
79%
1 / 159
-
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.4%
11 / 63
25.4%
9 / 63
74.2%
2 / 57
103%
3 / 49
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.6%
-
21%
-
31.3%
-
63.3%
-
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.3%
-
20.9%
-
77.1%
-
127.6%
-
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES0.1%
94 / 110
20.9%
12 / 106
99.1%
1 / 101
156.7%
2 / 84
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.8%
23 / 63
20.2%
29 / 63
67.9%
9 / 57
101%
6 / 49
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-1%
11 / 15
19%
8 / 15
69.2%
4 / 15
125.5%
2 / 15
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-0.1%
10 / 15
17.7%
10 / 15
30.6%
13 / 15
82.2%
9 / 15
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-1.8%
7 / 7
16.5%
5 / 7
78.4%
4 / 7
124.5%
5 / 7
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2%
5 / 15
14.3%
13 / 15
50.9%
8 / 15
90%
8 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES2.2%
5 / 7
13.3%
5 / 7
62.4%
2 / 6
96%
3 / 6
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3%
16 / 63
12.8%
57 / 63
-
-
-
-
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.1%
9 / 15
10.7%
15 / 15
55.5%
7 / 15
115.9%
4 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES1%
60 / 63
8%
63 / 63
41.8%
36 / 57
74.3%
27 / 49
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.3%
15 / 184
6.5%
163 / 180
55.7%
9 / 159
104.5%
5 / 127
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS3.4%
18 / 290
29.2%
3 / 274
66.8%
1 / 229
99.7%
3 / 173
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS0.4%
2 / 2
28.9%
2 / 2
38.3%
1 / 2
37.7%
1 / 2
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS5.1%
8 / 110
25.7%
5 / 106
25.5%
49 / 101
19.5%
57 / 84
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS2.7%
37 / 60
22.4%
19 / 58
47.5%
13 / 52
81%
2 / 42
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.7%
7 / 11
20.6%
3 / 10
35.6%
3 / 10
131%
1 / 9
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.6%
-
19.1%
-
59%
-
99.3%
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS5.6%
3 / 110
19%
16 / 106
26.5%
45 / 101
17.7%
58 / 84
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS2.1%
40 / 110
14.4%
22 / 106
29.3%
39 / 101
29.3%
51 / 84
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS0.1%
9 / 11
12.6%
6 / 10
34.1%
4 / 10
62.3%
4 / 9
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS5.7%
2 / 11
10.4%
7 / 10
20.1%
8 / 10
40.7%
7 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS-0.7%
101 / 110
10.1%
50 / 106
33.9%
30 / 101
84.2%
18 / 84
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.8%
6 / 13
8.7%
1 / 12
51%
1 / 11
58.4%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS3.2%
1 / 13
5.4%
8 / 12
45.3%
3 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4.9%
1 / 4
62.5%
1 / 4
129.6%
1 / 4
305.4%
1 / 4
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES-0.5%
7 / 8
38.1%
1 / 8
66.2%
2 / 8
179.3%
1 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2%
62 / 102
35.6%
2 / 97
103.3%
2 / 86
165.1%
2 / 78
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES3.6%
1 / 8
34.9%
3 / 8
63.6%
3 / 8
150.7%
2 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4%
2 / 4
30.6%
3 / 4
74.8%
4 / 4
208.5%
3 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES0.3%
5 / 8
26.4%
6 / 8
76%
1 / 8
140.2%
4 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4.1%
3 / 12
25.4%
5 / 12
82.8%
4 / 11
172.3%
5 / 11
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.5%
3 / 102
25.1%
19 / 97
107.9%
1 / 86
185.8%
1 / 78
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.5%
38 / 102
20.2%
68 / 97
67.7%
7 / 86
130.2%
10 / 78
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.4%
12 / 102
17.5%
87 / 97
56.1%
29 / 86
127%
13 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS-0.1%
19 / 27
16%
6 / 23
18.7%
7 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.2%
72 / 339
12.4%
4 / 303
23.2%
12 / 258
70.3%
3 / 185
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0.4%
-
8.6%
-
15.1%
-
37.7%
-
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS2.4%
22 / 72
4.5%
14 / 65
28.2%
14 / 56
41.2%
7 / 46
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS2.5%
21 / 72
3.4%
20 / 65
33.2%
6 / 56
38.2%
10 / 46
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.8%
-
-1.1%
-
9.7%
-
14.1%
-
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME4.5%
5 / 23
29.5%
6 / 23
58%
10 / 23
122.1%
10 / 23
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2%
3 / 8
22%
3 / 8
33.6%
7 / 8
54.2%
8 / 8
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.7%
5 / 8
21.8%
4 / 8
69.6%
2 / 8
100.9%
4 / 8
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.5%
7 / 50
19.1%
3 / 46
56.1%
5 / 36
95.5%
5 / 27
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.1%
6 / 8
18.6%
6 / 8
54.3%
4 / 8
129%
2 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.6%
46 / 50
17.9%
8 / 46
48.2%
18 / 36
120.5%
1 / 27
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-0.2%
253 / 259
16.4%
97 / 244
38.8%
164 / 222
77.8%
129 / 197
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.8%
26 / 50
12.5%
27 / 46
55.2%
6 / 36
90.6%
12 / 27
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.8%
5 / 50
11.2%
35 / 46
63.5%
1 / 36
92.4%
10 / 27
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.1%
20 / 50
9.7%
39 / 46
57%
4 / 36
101.2%
3 / 27
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME1.1%
114 / 502
8.1%
376 / 470
46.8%
39 / 374
89.7%
34 / 285
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.2%
12 / 23
42.5%
2 / 23
91.6%
4 / 23
133.8%
6 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH6.1%
3 / 23
39%
3 / 23
100.4%
3 / 23
227.2%
2 / 23
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH1.8%
16 / 23
26.4%
9 / 23
57.3%
12 / 23
141%
5 / 23
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH3.5%
8 / 23
24.1%
12 / 23
71.4%
8 / 23
121.9%
11 / 23
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.7%
130 / 259
23.6%
15 / 244
76.6%
3 / 222
143.9%
4 / 197
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH2.1%
66 / 259
22.6%
20 / 244
73.3%
6 / 222
162.6%
3 / 197
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH2.4%
39 / 259
22.2%
21 / 244
75%
4 / 222
137%
9 / 197
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.9%
3 / 502
21.6%
24 / 470
91.6%
1 / 374
162%
1 / 285
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.9%
108 / 259
20.8%
30 / 244
63%
28 / 222
137.5%
8 / 197
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH0.5%
181 / 502
20.4%
33 / 470
74.7%
3 / 374
140.7%
2 / 285
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH3.1%
17 / 259
19.6%
38 / 244
74%
5 / 222
122.7%
19 / 197
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH0.2%
20 / 23
19%
16 / 23
51%
14 / 23
90.8%
20 / 23
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH2.5%
33 / 259
18.7%
47 / 244
102%
1 / 222
169.3%
1 / 197
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH0.6%
18 / 23
18.2%
17 / 23
57.5%
11 / 23
133%
7 / 23
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3%
10 / 23
15.7%
21 / 23
75.4%
7 / 23
106.8%
13 / 23
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH2.1%
67 / 259
15.2%
125 / 244
52.4%
81 / 222
113.3%
26 / 197
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.6%
74 / 502
15.1%
152 / 470
62.3%
12 / 374
127.4%
3 / 285
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH2%
-
15%
-
68.5%
-
109.3%
-
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH2%
93 / 259
13%
177 / 244
66%
16 / 222
-
-
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1%
206 / 259
12.7%
183 / 244
63%
29 / 222
92.5%
80 / 197
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH2.5%
24 / 502
9.7%
340 / 470
63.7%
11 / 374
111.8%
13 / 285
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH2.1%
72 / 259
9.4%
229 / 244
56%
60 / 222
94.6%
76 / 197
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES4%
3 / 5
32%
1 / 5
98.9%
1 / 4
250.8%
1 / 4
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES3.1%
3 / 3
29%
1 / 3
89.3%
2 / 3
178%
2 / 3
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES7.1%
1 / 4
27.6%
1 / 4
131.9%
1 / 4
281.5%
1 / 4
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES3.3%
19 / 47
24.2%
2 / 45
73.1%
7 / 40
123.5%
8 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES4.9%
-
20.2%
-
96.8%
-
141.9%
-
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES4.8%
6 / 47
15.6%
23 / 45
77.2%
6 / 40
152%
2 / 36
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES8.6%
1 / 47
13%
40 / 45
119.2%
1 / 40
320.5%
1 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES4%
13 / 47
10.1%
44 / 45
82.6%
2 / 40
139.5%
4 / 36
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1%
188 / 261
23.4%
5 / 237
42.2%
26 / 202
101.1%
5 / 172
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK5.5%
1 / 24
22.6%
2 / 24
29.1%
11 / 24
74.8%
12 / 24
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.9%
57 / 261
16.7%
22 / 237
52%
3 / 202
101.4%
4 / 172
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.9%
43 / 290
14.7%
16 / 280
54.3%
2 / 242
99.8%
2 / 210
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.6%
93 / 290
13.5%
36 / 280
41.1%
17 / 242
86.2%
4 / 210
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.8%
4 / 16
10.7%
10 / 16
54.4%
2 / 14
81.1%
4 / 13
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.6%
86 / 290
10.4%
129 / 280
38.7%
28 / 242
63.7%
43 / 210
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.4%
138 / 290
10.1%
141 / 280
35.2%
48 / 242
75.1%
13 / 210
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-0%
27 / 28
8.8%
19 / 28
30.1%
8 / 25
72.6%
3 / 23
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.7%
73 / 261
6.3%
192 / 237
44%
17 / 202
81.3%
22 / 172
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0%
286 / 290
1.9%
275 / 280
22.2%
212 / 242
46.1%
162 / 210
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK3.3%
2 / 16
20%
7 / 16
47.5%
4 / 14
111.3%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.1%
15 / 28
15.4%
1 / 28
34.8%
4 / 25
77%
1 / 23
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2.2%
3 / 16
9.8%
11 / 16
27.9%
9 / 14
27.6%
9 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1%
128 / 206
9.2%
35 / 199
24.6%
54 / 173
59.6%
8 / 147
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.5%
33 / 206
8.7%
44 / 199
35.7%
3 / 173
65.1%
3 / 147
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.3%
22 / 88
4.8%
26 / 82
20.8%
10 / 57
39.3%
3 / 45
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK0%
90 / 108
-3%
100 / 101
7.7%
51 / 79
18.7%
28 / 54
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.3%
39 / 78
-3.6%
72 / 74
9.1%
26 / 59
17%
26 / 49
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY1.7%
2 / 13
26.9%
2 / 11
34.1%
4 / 7
77.4%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY6%
1 / 1
22.2%
1 / 1
53.6%
1 / 1
165.8%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.7%
28 / 55
16.3%
2 / 54
22.7%
27 / 52
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY1%
23 / 55
10.4%
11 / 54
24.7%
23 / 52
44.6%
19 / 41
Fidelity Global Property
UT Property
View Factsheet
PROPERTY3%
8 / 55
2.3%
39 / 54
45.2%
5 / 52
72.2%
5 / 41
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST3.2%
1 / 2
37.7%
1 / 2
120.1%
1 / 2
170.7%
2 / 2
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST-3.8%
15 / 16
33.5%
2 / 16
49.1%
3 / 14
-
-
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST1.6%
8 / 23
29.7%
13 / 23
75.1%
8 / 22
167.8%
4 / 22
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST1.2%
-
29%
-
114%
-
184%
-
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST5.3%
4 / 110
28.6%
4 / 106
62.9%
5 / 101
125.1%
7 / 84
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST0.9%
11 / 23
27.3%
15 / 23
58.3%
12 / 22
144.6%
7 / 22
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST3.2%
2 / 9
24%
4 / 9
-10.1%
5 / 9
-13.2%
1 / 7
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST1.3%
1 / 3
21.2%
1 / 3
67.7%
1 / 2
161.4%
1 / 2
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-2%
6 / 6
20.8%
1 / 6
33.3%
1 / 6
-
-
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST3%
3 / 11
20.7%
9 / 11
86.4%
1 / 11
152.5%
1 / 10
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-1.4%
4 / 6
19.1%
1 / 4
112.2%
1 / 4
200.7%
2 / 4
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST3.8%
17 / 110
18%
18 / 106
62.8%
7 / 101
151.4%
3 / 84
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-1.4%
3 / 6
17.3%
2 / 4
91%
2 / 4
214%
1 / 4
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST3.9%
15 / 110
15.8%
20 / 106
49.1%
18 / 101
64.2%
25 / 84
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST0.9%
-
13.1%
-
58.4%
-
93.8%
-
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST-1.3%
12 / 30
10.9%
6 / 29
58.9%
3 / 26
191.5%
1 / 23
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-0.2%
99 / 110
8.9%
56 / 106
50.1%
16 / 101
181.6%
1 / 84
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST1.5%
5 / 8
5.9%
3 / 8
38.8%
2 / 7
65%
4 / 7
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST7.7%
1 / 110
-23.2%
103 / 106
19.3%
62 / 101
-18.1%
74 / 84
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1.9%
2 / 16
13.3%
1 / 14
24.9%
1 / 13
67.5%
1 / 12
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.4%
12 / 17
10.6%
2 / 16
30.7%
1 / 16
87.1%
1 / 16
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1.2%
1 / 23
9.7%
2 / 23
24.5%
1 / 22
54.4%
1 / 21
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1%
42 / 85
9%
3 / 83
16.4%
29 / 74
42.8%
6 / 64
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.7%
11 / 85
8.9%
4 / 83
20.4%
9 / 74
55.6%
2 / 64
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.8%
57 / 85
8.7%
5 / 83
17.6%
21 / 74
55.3%
3 / 64
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.8%
18 / 97
7.2%
2 / 90
22.2%
14 / 83
49.1%
4 / 69
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.6%
13 / 85
5.5%
16 / 83
20%
12 / 74
42%
7 / 64
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.8%
53 / 85
4.1%
25 / 83
13.3%
41 / 74
32.9%
23 / 64
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1.5%
48 / 97
0.6%
61 / 90
20.7%
26 / 83
34.6%
28 / 69
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.7%
3 / 98
24.6%
2 / 93
42.5%
1 / 85
128.7%
1 / 80
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
7 / 24
21.6%
4 / 24
21.8%
16 / 24
90.6%
7 / 24
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME2.2%
9 / 65
20.9%
4 / 61
45.6%
3 / 52
104.7%
4 / 44
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.2%
11 / 24
18%
8 / 24
39.4%
4 / 24
123.2%
3 / 24
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.7%
2 / 24
16.2%
12 / 24
58%
2 / 24
127%
2 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.7%
61 / 98
13.6%
20 / 93
22.7%
67 / 85
66.3%
44 / 80
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.9%
26 / 98
12.9%
26 / 93
29.4%
28 / 85
90.7%
8 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.1%
83 / 98
10.8%
50 / 93
33.1%
13 / 85
81.5%
14 / 80
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.5%
43 / 98
10.3%
54 / 93
35.3%
5 / 85
78.2%
19 / 80
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.6%
67 / 98
10.3%
55 / 93
32.7%
17 / 85
80.5%
16 / 80
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.4%
72 / 98
9.9%
61 / 93
33.9%
8 / 85
68.2%
40 / 80
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.7%
105 / 282
9.8%
227 / 275
47.7%
16 / 257
98.1%
38 / 244
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.4%
73 / 98
9.5%
63 / 93
31.1%
21 / 85
92.7%
7 / 80
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.9%
15 / 24
9.4%
18 / 24
28.8%
12 / 24
68.8%
16 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.2%
157 / 282
8.6%
243 / 275
32.6%
82 / 257
85.2%
61 / 244
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME0.2%
257 / 282
7.1%
255 / 275
25.5%
146 / 257
66%
131 / 244
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.3%
14 / 24
5.3%
21 / 24
35.1%
5 / 24
65.7%
20 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.5%
90 / 98
4.4%
85 / 93
25.2%
59 / 85
61.3%
53 / 80
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH6.7%
1 / 65
37.2%
2 / 61
84.1%
2 / 52
187.7%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH5.4%
7 / 282
35.9%
3 / 275
86.8%
2 / 257
178.8%
1 / 244
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH0.6%
11 / 15
28.4%
1 / 15
49.5%
3 / 14
154.3%
3 / 13
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH3%
36 / 282
24.9%
16 / 275
51.7%
8 / 257
-
-
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH6.7%
1 / 282
24.7%
17 / 275
65.4%
5 / 257
121.1%
12 / 244
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH5.6%
5 / 282
24.6%
18 / 275
67.2%
4 / 257
149.3%
3 / 244
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH2.8%
9 / 15
22.2%
6 / 15
47.4%
4 / 14
127.3%
5 / 13
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH2.2%
63 / 282
21.9%
28 / 275
47.9%
14 / 257
121.3%
11 / 244
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH2.3%
54 / 282
17.1%
60 / 275
42%
29 / 257
119.9%
13 / 244
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH5%
9 / 282
15.8%
78 / 275
56.5%
6 / 257
123.4%
9 / 244
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.1%
74 / 282
15.1%
87 / 275
41.9%
30 / 257
119.7%
14 / 244
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH2.1%
79 / 282
11.7%
178 / 275
48.7%
12 / 257
105.6%
22 / 244
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1.1%
165 / 282
11.1%
207 / 275
40.7%
33 / 257
96.6%
42 / 244
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-0.4%
13 / 15
10.1%
12 / 15
35.4%
6 / 14
122.1%
7 / 13
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH0.1%
261 / 282
9.8%
226 / 275
40.3%
34 / 257
72.6%
98 / 244
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH0.9%
183 / 282
4.9%
271 / 275
27.9%
110 / 257
61.1%
153 / 244
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH3.7%
3 / 65
4.7%
57 / 61
37.4%
7 / 52
107.3%
3 / 44
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH1.9%
91 / 282
4.4%
272 / 275
38.8%
40 / 257
81.1%
71 / 244
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES6.5%
-
68.1%
-
121.9%
-
246.1%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.1%
6 / 19
42.9%
3 / 17
65.3%
4 / 15
168%
6 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.6%
9 / 49
35.7%
9 / 49
62.8%
12 / 48
162.2%
7 / 45
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.9%
8 / 19
34.6%
5 / 17
64.8%
5 / 15
182.6%
2 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES8.6%
2 / 49
34.1%
11 / 49
79.4%
3 / 48
153.8%
12 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2%
17 / 19
32.8%
7 / 17
75.7%
2 / 15
169.8%
5 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.3%
30 / 49
28.3%
24 / 49
69.8%
8 / 48
160%
8 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES5.3%
11 / 49
25.2%
33 / 49
61.8%
13 / 48
119.4%
27 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.8%
4 / 19
24.2%
12 / 17
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
13 / 19
6.8%
16 / 17
45.1%
8 / 15
175.8%
3 / 15
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-2.8%
3 / 3
28.4%
1 / 3
88%
1 / 3
173.2%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES0.9%
67 / 91
27%
1 / 84
90.6%
3 / 74
157.2%
2 / 64
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES2.4%
7 / 91
21.3%
7 / 84
82.8%
4 / 74
169.8%
1 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES0.5%
2 / 7
20.5%
2 / 7
-
-
-
-
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES0.5%
4 / 6
16.6%
3 / 6
8.9%
5 / 5
29.1%
4 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-0.6%
87 / 91
14.1%
61 / 84
74.7%
9 / 74
136.3%
8 / 64
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES1.6%
53 / 91
13.4%
69 / 84
68.5%
27 / 74
140.6%
5 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-0.2%
6 / 6
13%
6 / 6
63.5%
2 / 5
99.9%
2 / 4
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-1%
8 / 44
10.5%
26 / 40
65.6%
2 / 32
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES0.1%
82 / 91
8.2%
84 / 84
66.8%
39 / 74
139.5%
6 / 64
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