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 ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.2%
-
29.9%
-
46.6%
-
65.9%
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES7.1%
1 / 60
27.4%
2 / 60
94.9%
1 / 55
114.2%
3 / 46
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.8%
16 / 184
27.2%
44 / 181
90.1%
2 / 160
-
-
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES10.1%
1 / 7
26.1%
3 / 7
116.6%
1 / 7
227.5%
1 / 7
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES6.6%
4 / 12
26.1%
2 / 11
97.4%
2 / 11
152.7%
2 / 10
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.1%
-
18.2%
-
85.7%
-
131.9%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.9%
19 / 60
16.4%
26 / 60
74%
11 / 55
103.1%
6 / 46
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES7.8%
2 / 15
15.8%
10 / 15
66.4%
7 / 15
89%
8 / 15
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES6.4%
5 / 15
15.2%
11 / 15
39.3%
13 / 15
70.2%
11 / 15
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-0.4%
7 / 7
15%
6 / 7
69%
6 / 7
104.9%
5 / 7
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.2%
11 / 15
12.4%
12 / 15
77.5%
5 / 15
118.4%
3 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.1%
54 / 60
8.5%
56 / 60
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES5.8%
2 / 7
6.8%
6 / 7
70.6%
3 / 6
102.8%
3 / 6
Stewart Investors AsiaPacLdr
UT Specialist
View Factsheet
ASIA EQUITIES4.4%
25 / 113
4.8%
75 / 109
44%
30 / 104
68.7%
24 / 89
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES0.1%
98 / 113
4.8%
76 / 109
83%
3 / 104
125.1%
5 / 89
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES3.9%
12 / 15
4.7%
15 / 15
48.5%
10 / 15
103.9%
5 / 15
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.9%
70 / 184
0.4%
178 / 181
54.1%
20 / 160
94.2%
9 / 129
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS2.1%
1 / 2
29.3%
1 / 2
62.4%
1 / 2
39.6%
1 / 2
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS5.4%
10 / 290
25.9%
93 / 273
77.1%
1 / 227
100.3%
3 / 173
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS3%
7 / 11
20.2%
2 / 10
54.9%
2 / 10
130.6%
1 / 9
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS1.3%
69 / 113
18.8%
10 / 109
33.7%
54 / 104
21.1%
61 / 89
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS9.9%
1 / 11
18.1%
4 / 10
34.1%
8 / 10
49.9%
5 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS3.7%
34 / 60
18%
29 / 58
58%
18 / 52
83.1%
4 / 44
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS1.6%
62 / 113
15.5%
17 / 109
35.4%
50 / 104
19.6%
62 / 89
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS6.6%
3 / 11
13.6%
7 / 10
41.3%
6 / 10
66.6%
2 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS1.1%
74 / 113
8.7%
46 / 109
41.8%
35 / 104
27.3%
56 / 89
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS2.2%
-
7.7%
-
54.6%
-
94.3%
-
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS3%
45 / 113
6.3%
66 / 109
35.6%
49 / 104
79.3%
19 / 89
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.3%
1 / 13
1%
3 / 12
44.4%
1 / 11
54.7%
1 / 7
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.1%
3 / 13
-2%
10 / 12
38.3%
4 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.7%
1 / 4
64.2%
1 / 4
190.1%
1 / 4
310.2%
1 / 4
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.3%
4 / 4
34.2%
3 / 4
94.8%
4 / 4
171.9%
3 / 4
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES1.5%
8 / 8
33.1%
1 / 8
79.6%
4 / 8
137.8%
3 / 8
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES6.2%
1 / 8
32.8%
2 / 8
84.1%
3 / 8
163.5%
1 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.1%
59 / 100
26.3%
3 / 96
128.1%
1 / 86
159.1%
2 / 77
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.2%
3 / 12
26.2%
3 / 12
109.8%
4 / 11
171.3%
5 / 11
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES5.8%
2 / 8
24.6%
7 / 8
88.6%
1 / 8
115.6%
5 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.6%
88 / 100
19.8%
30 / 96
123%
2 / 86
172.6%
1 / 77
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.9%
12 / 100
17.3%
60 / 96
89%
5 / 86
122.2%
10 / 77
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.7%
73 / 100
15.5%
78 / 96
69.7%
30 / 86
115.5%
16 / 77
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS1%
13 / 28
17.2%
5 / 24
23.6%
6 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.7%
36 / 345
12.4%
5 / 308
25%
7 / 252
63.9%
3 / 185
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS1.1%
13 / 94
9.4%
12 / 79
20.1%
11 / 62
35.1%
6 / 45
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1.2%
16 / 71
0.9%
28 / 64
23.3%
9 / 56
36.1%
5 / 51
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.5%
-
-1.4%
-
8.2%
-
12.6%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1.6%
7 / 71
-4.8%
55 / 64
24.3%
8 / 56
31.3%
12 / 51
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME6.1%
7 / 23
26.2%
7 / 23
76%
10 / 23
118.5%
10 / 23
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.1%
3 / 8
21.3%
3 / 8
83.4%
2 / 8
101.6%
4 / 8
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.6%
1 / 8
19.2%
5 / 8
65.5%
5 / 8
122.5%
3 / 8
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.4%
6 / 8
18.8%
6 / 8
43.7%
7 / 8
55.9%
8 / 8
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME6.2%
1 / 51
14.1%
8 / 47
64.9%
3 / 35
96.1%
6 / 27
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.9%
7 / 51
12.3%
14 / 47
58.5%
14 / 35
118%
1 / 27
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME2.8%
200 / 265
10.5%
179 / 248
51%
143 / 224
81.1%
124 / 199
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.2%
18 / 51
8.7%
36 / 47
60.7%
8 / 35
92.1%
9 / 27
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME5%
33 / 505
7.3%
427 / 477
53.7%
51 / 382
92.1%
37 / 292
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.3%
37 / 51
7.2%
43 / 47
66.5%
1 / 35
89.4%
13 / 27
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.4%
36 / 51
5.1%
46 / 47
59.9%
10 / 35
101.1%
3 / 27
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH6.9%
5 / 23
36.3%
3 / 23
111%
4 / 23
146.8%
5 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3.7%
15 / 23
31.1%
4 / 23
114.2%
3 / 23
222.6%
3 / 23
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH4.5%
13 / 23
25.6%
8 / 23
71.9%
12 / 23
138.5%
6 / 23
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH5.2%
10 / 23
22.3%
10 / 23
78%
9 / 23
118.1%
11 / 23
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH6%
9 / 23
19%
16 / 23
74.3%
11 / 23
132.3%
8 / 23
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH5.5%
10 / 265
18.7%
27 / 248
84%
5 / 224
162.7%
3 / 199
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.6%
18 / 23
18.5%
18 / 23
85.2%
8 / 23
113.4%
12 / 23
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4%
135 / 265
18.4%
29 / 248
83.7%
6 / 224
143%
5 / 199
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.5%
54 / 505
17.9%
194 / 477
96.8%
1 / 382
161.4%
2 / 292
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH3.5%
17 / 23
17.6%
19 / 23
65.5%
14 / 23
96.7%
18 / 23
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH4.7%
52 / 265
16.6%
36 / 248
75.1%
22 / 224
134.9%
10 / 199
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH3.9%
148 / 265
16.1%
46 / 248
101.6%
1 / 224
170.7%
2 / 199
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH4.9%
33 / 265
16%
48 / 248
84.7%
4 / 224
139.9%
6 / 199
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH5.1%
27 / 505
15.1%
266 / 477
87.5%
2 / 382
146.9%
3 / 292
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH4%
137 / 265
15.1%
54 / 248
83.1%
7 / 224
122.9%
20 / 199
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.6%
8 / 505
13.2%
319 / 477
78.1%
8 / 382
138.6%
5 / 292
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH1.9%
240 / 265
11.2%
164 / 248
55.6%
116 / 224
110.3%
34 / 199
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH4.4%
95 / 265
9.9%
193 / 248
64.3%
58 / 224
90.3%
96 / 199
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH3.8%
-
9%
-
72.2%
-
107.4%
-
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH2.2%
227 / 265
8.1%
223 / 248
70.5%
33 / 224
-
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH3.3%
184 / 265
4.6%
240 / 248
59.8%
89 / 224
94.1%
80 / 199
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH2.2%
308 / 505
4.3%
456 / 477
67.9%
19 / 382
109.2%
19 / 292
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES10.2%
2 / 5
32.5%
1 / 5
133.7%
1 / 4
293%
1 / 4
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES5.8%
3 / 4
32.3%
2 / 4
170%
1 / 4
294.6%
1 / 4
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES8.1%
1 / 3
20.1%
2 / 3
105.2%
3 / 3
204.3%
2 / 3
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES7.8%
6 / 46
17%
5 / 44
83.7%
9 / 39
140.5%
8 / 35
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES5.8%
24 / 109
12.7%
87 / 105
101.7%
1 / 91
146.8%
15 / 78
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES6.6%
29 / 46
12.1%
17 / 44
94.4%
6 / 39
169.5%
2 / 35
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES4.6%
44 / 46
8.3%
39 / 44
150.4%
1 / 39
309.6%
1 / 35
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES6.9%
24 / 46
7%
42 / 44
96.4%
4 / 39
155.6%
5 / 35
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK9.4%
1 / 24
30.2%
2 / 24
46.4%
5 / 24
69.1%
14 / 24
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.6%
104 / 269
19.8%
8 / 240
51.4%
21 / 206
97%
5 / 173
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK4.2%
4 / 286
14%
11 / 276
60%
2 / 239
99.6%
2 / 212
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.2%
134 / 269
13.7%
35 / 240
56.2%
13 / 206
102.6%
3 / 173
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3%
6 / 15
13.4%
8 / 15
60.5%
4 / 14
84.5%
3 / 13
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.8%
196 / 286
11.8%
48 / 276
44.5%
23 / 239
84.9%
5 / 212
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.4%
35 / 286
9.2%
138 / 276
40.9%
54 / 239
76.8%
12 / 212
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK3.2%
8 / 28
8.7%
15 / 28
38.9%
5 / 25
72.3%
1 / 23
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
22 / 286
8.4%
176 / 276
45.1%
22 / 239
62.9%
49 / 212
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.6%
44 / 269
6.7%
169 / 240
51.5%
20 / 206
81.5%
25 / 173
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2%
179 / 286
2.5%
269 / 276
24.9%
214 / 239
45%
168 / 212
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK2%
9 / 15
16.9%
7 / 15
53.2%
5 / 14
102.4%
2 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.2%
26 / 28
12.5%
3 / 28
41.3%
3 / 25
71.1%
3 / 23
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK2.5%
14 / 207
9.1%
29 / 201
37.5%
5 / 176
62.6%
5 / 151
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.2%
117 / 207
9%
30 / 201
26.1%
72 / 176
57.5%
9 / 151
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK5.7%
3 / 15
8.7%
10 / 15
29.1%
9 / 14
20.4%
13 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK1%
39 / 90
3.7%
47 / 83
20.1%
14 / 57
36%
5 / 48
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1.7%
10 / 109
2.2%
80 / 102
11%
46 / 81
22.1%
18 / 51
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.7%
34 / 78
-1.1%
64 / 73
11.5%
27 / 59
15.5%
29 / 50
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY0.4%
1 / 1
26.5%
1 / 1
70.8%
1 / 1
161.7%
1 / 1
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-0.6%
9 / 13
25.9%
1 / 11
34.1%
4 / 7
81.3%
5 / 6
Kames Property Income
UT Property
View Factsheet
PROPERTY0.6%
29 / 53
14.1%
3 / 53
22.7%
26 / 51
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.6%
33 / 53
9%
14 / 53
23.7%
22 / 51
45.8%
20 / 41
Fidelity Global Property
UT Property
View Factsheet
PROPERTY2.3%
9 / 53
0.5%
40 / 53
45.8%
6 / 51
69.9%
5 / 41
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST13.7%
1 / 15
53.6%
1 / 15
77.6%
3 / 14
-
-
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST9.8%
1 / 2
36.6%
2 / 2
137.2%
2 / 2
184.7%
2 / 2
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST5.8%
3 / 9
35.6%
3 / 9
34.3%
3 / 9
-11.3%
1 / 7
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST6.7%
2 / 5
24.7%
2 / 4
112.6%
1 / 4
207%
2 / 4
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST5.6%
3 / 5
24.2%
3 / 4
95.8%
2 / 4
218.3%
1 / 4
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST5%
18 / 113
21.3%
7 / 109
73.6%
4 / 104
161.4%
2 / 89
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST5.4%
-
21.3%
-
127.1%
-
205.1%
-
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST4%
31 / 113
19.4%
9 / 109
65.2%
8 / 104
110.2%
9 / 89
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST4.9%
1 / 7
17.6%
1 / 6
38.7%
1 / 6
-
-
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST8.6%
4 / 23
17.2%
18 / 23
68%
11 / 22
133.1%
7 / 22
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST7%
1 / 3
17.1%
1 / 3
90.7%
1 / 2
168%
1 / 2
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST4.7%
24 / 113
16.3%
16 / 109
57%
18 / 104
188.4%
1 / 89
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST3.5%
34 / 113
11.7%
27 / 109
58.9%
17 / 104
64.5%
27 / 89
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST4.2%
-
11.1%
-
65.4%
-
103.4%
-
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST5.4%
4 / 11
10.9%
11 / 11
83.3%
1 / 11
141%
1 / 10
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST0.6%
17 / 23
10.1%
19 / 23
67.5%
12 / 22
166.3%
4 / 22
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST2.6%
5 / 31
8.9%
20 / 30
57.7%
4 / 28
177.1%
1 / 24
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST0.7%
2 / 8
7.4%
3 / 8
37.1%
3 / 7
65.9%
4 / 7
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-0.7%
107 / 113
-7.5%
104 / 109
39.8%
40 / 104
-26.9%
83 / 89
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1.1%
1 / 13
13.2%
2 / 14
27.2%
1 / 11
61.1%
1 / 10
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS0.7%
1 / 18
11.7%
2 / 17
31.4%
1 / 17
76.1%
1 / 17
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS1%
6 / 23
10.3%
2 / 23
30.1%
1 / 23
51.1%
1 / 21
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.2%
4 / 84
9.7%
3 / 81
21.3%
5 / 74
49.8%
2 / 64
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
15 / 84
8.7%
5 / 81
17.8%
12 / 74
38.4%
7 / 64
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.5%
8 / 97
8.1%
2 / 92
19.3%
9 / 85
41.5%
4 / 70
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
13 / 84
8%
7 / 81
19.3%
8 / 74
45.9%
3 / 64
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.1%
53 / 84
6.9%
11 / 81
18.1%
11 / 74
36.5%
8 / 64
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
38 / 84
3.7%
39 / 81
13.4%
33 / 74
28.9%
24 / 64
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.2%
31 / 97
2.8%
53 / 92
16.1%
26 / 85
29.7%
25 / 70
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.6%
28 / 98
26.1%
2 / 93
61.3%
2 / 84
125.1%
1 / 79
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME5.4%
7 / 72
23.7%
4 / 68
67%
3 / 59
109.8%
4 / 45
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.4%
12 / 24
20.8%
7 / 24
34.5%
14 / 24
75.5%
10 / 24
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.4%
7 / 24
18.3%
11 / 24
68.6%
2 / 24
122.4%
2 / 24
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-0%
23 / 24
17.6%
12 / 24
51%
4 / 24
108.3%
3 / 24
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.6%
67 / 98
14.3%
23 / 93
38.6%
44 / 84
90.1%
9 / 79
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4%
53 / 98
12.6%
33 / 93
35.1%
66 / 84
62.5%
52 / 79
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.3%
15 / 24
11.8%
19 / 24
39.4%
10 / 24
68.9%
15 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.6%
134 / 279
10.6%
207 / 272
44.9%
95 / 255
85.7%
61 / 242
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.3%
39 / 98
10.6%
47 / 93
45.4%
16 / 84
84.5%
12 / 79
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4%
55 / 98
10.3%
52 / 93
48.8%
6 / 84
81.2%
17 / 79
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4%
52 / 98
10.3%
53 / 93
40.9%
35 / 84
74.9%
23 / 79
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.8%
15 / 98
9.9%
58 / 93
45.9%
11 / 84
95.1%
7 / 79
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME3.9%
211 / 279
9.7%
228 / 272
58.4%
34 / 255
100.6%
30 / 242
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.4%
6 / 24
8.9%
20 / 24
45.2%
6 / 24
67.5%
17 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.1%
48 / 98
8.7%
71 / 93
45.7%
14 / 84
72.3%
28 / 79
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.3%
268 / 279
6.4%
261 / 272
28.9%
242 / 255
64.8%
136 / 242
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME2.9%
86 / 98
4%
87 / 93
33.1%
74 / 84
60.9%
56 / 79
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH2.9%
58 / 72
31.9%
2 / 68
100.2%
2 / 59
171.7%
2 / 45
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH4.8%
5 / 15
28.3%
3 / 15
68%
3 / 14
125.8%
5 / 13
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH1.5%
277 / 279
27.9%
13 / 272
97.7%
2 / 255
162.1%
1 / 242
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH6.8%
3 / 279
26.9%
14 / 272
91.7%
4 / 255
148.1%
3 / 242
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH5.2%
4 / 15
26.4%
6 / 15
63.6%
4 / 14
147%
2 / 13
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH5.5%
23 / 279
26.4%
15 / 272
58%
36 / 255
119.3%
11 / 242
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH4.6%
133 / 279
25.8%
16 / 272
65%
15 / 255
-
-
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH3.4%
237 / 279
25.7%
17 / 272
86.9%
5 / 255
123.7%
9 / 242
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH5.4%
32 / 279
17.7%
57 / 272
64.8%
16 / 255
120.9%
10 / 242
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH4%
202 / 279
16%
74 / 272
65.5%
13 / 255
119.2%
12 / 242
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH4.5%
138 / 279
15.9%
75 / 272
56.3%
39 / 255
117.9%
13 / 242
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH4.5%
8 / 15
15.3%
9 / 15
46.2%
6 / 14
104.7%
7 / 13
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH5.5%
22 / 279
12.7%
129 / 272
65.7%
11 / 255
106.5%
20 / 242
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH4.3%
167 / 279
12.1%
159 / 272
52.8%
53 / 255
98.6%
38 / 242
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH5.4%
30 / 279
11.5%
187 / 272
59.4%
29 / 255
79.1%
81 / 242
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH4.1%
185 / 279
5.6%
266 / 272
49.4%
73 / 255
80.5%
74 / 242
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH5.3%
9 / 72
5.1%
63 / 68
52.4%
9 / 59
105.1%
5 / 45
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH1.9%
58 / 113
3.1%
89 / 109
37.1%
45 / 104
60.4%
29 / 89
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES2.2%
-
60.3%
-
143.3%
-
233.3%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.8%
8 / 19
41.7%
3 / 17
101.9%
3 / 15
165.9%
5 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.9%
11 / 50
35.9%
5 / 49
105.6%
2 / 48
159.2%
6 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.4%
20 / 50
34.6%
6 / 49
82.7%
15 / 48
156.6%
8 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.6%
15 / 19
33.5%
7 / 17
103.7%
2 / 15
172.7%
3 / 15
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.9%
4 / 19
33%
8 / 17
87.6%
6 / 15
163.7%
7 / 15
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.6%
35 / 50
30.3%
20 / 49
84.7%
13 / 48
118.7%
27 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4%
29 / 50
27.4%
32 / 49
86%
12 / 48
145.9%
15 / 45
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.2%
5 / 19
21.5%
14 / 17
48.2%
12 / 15
164.3%
6 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.2%
10 / 19
12.5%
15 / 17
-
-
-
-
VT De Lisle America
UT North America
View Factsheet
US EQUITIES9.3%
1 / 87
27.2%
1 / 83
96.3%
3 / 76
169.1%
2 / 63
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES8.5%
1 / 3
27%
1 / 3
100.7%
1 / 3
177.9%
1 / 3
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES11.3%
1 / 6
18.7%
2 / 6
77.1%
2 / 5
115.4%
2 / 4
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES5.2%
16 / 87
16.7%
7 / 83
87.3%
5 / 76
172.6%
1 / 63
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES6.3%
3 / 8
15.7%
2 / 7
-
-
-
-
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES3.4%
6 / 6
13%
5 / 6
24.4%
5 / 5
27.7%
4 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES5%
24 / 87
8.7%
72 / 83
81.6%
9 / 76
146.1%
5 / 63
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES2.4%
84 / 87
8.4%
73 / 83
72.4%
32 / 76
139.2%
8 / 63
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES5.8%
15 / 46
5.2%
41 / 41
72.3%
3 / 32
135.5%
2 / 28
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES4%
71 / 87
3.1%
83 / 83
68%
49 / 76
140.8%
7 / 63
Data provided by

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