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 EQUITIES6.1%
2 / 12
60.1%
2 / 11
89.5%
2 / 11
138.6%
2 / 10
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES6.4%
2 / 7
54.9%
2 / 7
115.1%
1 / 7
206.2%
3 / 7
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.2%
18 / 181
53.6%
2 / 178
87.8%
1 / 158
-
-
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES3.4%
12 / 108
52.6%
1 / 106
105%
1 / 99
162.9%
3 / 84
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2%
14 / 15
51.1%
6 / 15
90.8%
1 / 15
137%
1 / 15
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5.2%
11 / 63
48.9%
12 / 63
76.7%
4 / 57
101.3%
8 / 49
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5.2%
10 / 63
46.1%
24 / 63
78.4%
2 / 57
103.7%
6 / 49
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES6%
-
44.3%
-
79.8%
-
137.5%
-
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES4.3%
5 / 7
41.9%
6 / 7
92.4%
3 / 7
142.9%
4 / 7
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.8%
4 / 15
40.4%
11 / 15
34.4%
13 / 15
92.6%
8 / 15
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4%
10 / 15
38.5%
12 / 15
53.6%
7 / 15
101.9%
7 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5%
15 / 63
36.9%
57 / 63
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES5.2%
2 / 7
36%
5 / 7
69.7%
1 / 6
108.9%
3 / 6
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES1.4%
15 / 15
33%
15 / 15
62.7%
6 / 15
132.6%
2 / 15
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.8%
57 / 63
29.2%
63 / 63
53.7%
26 / 57
90.2%
16 / 49
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.3%
91 / 181
27.3%
57 / 178
60.3%
7 / 158
104.2%
5 / 125
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4%
-
26%
-
31%
-
65.2%
-
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS5%
7 / 283
53.6%
2 / 273
68.6%
2 / 223
97.4%
3 / 169
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-3.5%
2 / 2
47.1%
2 / 2
22.4%
1 / 2
45.2%
1 / 2
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS3.2%
6 / 11
44.6%
3 / 10
20.5%
8 / 9
45.4%
5 / 9
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS4.9%
-
43.4%
-
66.5%
-
110.3%
-
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS3%
30 / 58
43.4%
27 / 57
48.9%
10 / 50
82.6%
2 / 40
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS2.9%
18 / 108
42.2%
6 / 106
12.7%
66 / 99
11.3%
63 / 84
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS2.1%
24 / 108
39.8%
8 / 106
13.7%
64 / 99
13.3%
61 / 84
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS3.6%
5 / 11
38.7%
4 / 10
41.6%
2 / 9
146.4%
1 / 9
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS4.4%
5 / 108
37.1%
17 / 106
47.5%
17 / 99
94.1%
17 / 84
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS-0.3%
76 / 108
32.6%
24 / 106
21.2%
50 / 99
36.2%
45 / 84
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS0.2%
9 / 11
29.6%
7 / 10
31.7%
5 / 9
62.2%
3 / 9
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.8%
6 / 13
29.1%
1 / 12
52.7%
1 / 11
61.1%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.7%
7 / 13
27.2%
3 / 12
48%
3 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES8%
1 / 4
70.5%
1 / 4
98.2%
1 / 4
318.8%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.6%
15 / 103
56.2%
1 / 98
87.6%
1 / 87
183.9%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES2.9%
5 / 8
50.3%
1 / 8
51.6%
2 / 8
216.2%
1 / 8
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES1%
8 / 8
42.9%
4 / 8
47.2%
4 / 8
164.1%
4 / 8
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.6%
12 / 103
36.4%
38 / 98
60.8%
5 / 87
145.2%
8 / 78
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES4.1%
1 / 8
35.1%
7 / 8
58.5%
1 / 8
172.9%
3 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES3%
3 / 4
34.6%
4 / 4
61.3%
3 / 4
219.1%
3 / 4
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.6%
14 / 103
34.1%
55 / 98
86.1%
2 / 87
199.6%
1 / 78
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES1.9%
7 / 12
32%
12 / 12
72.2%
3 / 11
175.3%
5 / 11
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.5%
17 / 103
30.1%
87 / 98
44.8%
24 / 87
138.5%
13 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS1.5%
11 / 27
22.4%
4 / 24
17.8%
6 / 13
-
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS2.1%
14 / 72
19%
7 / 66
35.4%
7 / 57
40%
6 / 45
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS2.1%
16 / 72
15.8%
16 / 66
29.4%
14 / 57
44.2%
5 / 45
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS1.2%
34 / 338
14.2%
15 / 304
20.6%
18 / 251
72.9%
3 / 178
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0%
-
11.5%
-
12.7%
-
40.2%
-
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-0.6%
-
4.9%
-
12.2%
-
15.1%
-
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME2.9%
97 / 254
39.5%
23 / 241
38.4%
155 / 219
88.6%
120 / 197
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME0.4%
18 / 23
38.5%
10 / 23
51.5%
13 / 23
124.7%
12 / 23
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
38 / 48
36%
4 / 44
50.2%
11 / 35
104.9%
7 / 26
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.1%
5 / 8
35.5%
3 / 8
34.3%
6 / 8
63.1%
8 / 8
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.6%
3 / 8
35.1%
4 / 8
59.4%
2 / 8
109.6%
4 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.5%
47 / 48
32.6%
14 / 44
44.3%
21 / 35
130.9%
1 / 26
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.2%
4 / 8
32.6%
6 / 8
47.4%
4 / 8
129%
3 / 8
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.3%
22 / 48
30.1%
20 / 44
54.4%
6 / 35
101.9%
12 / 26
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.5%
17 / 48
29.5%
24 / 44
61%
1 / 35
106.1%
5 / 26
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME4%
17 / 497
29.2%
69 / 471
49.7%
36 / 381
104.5%
32 / 291
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.9%
7 / 48
28.3%
30 / 44
57.6%
3 / 35
118.3%
3 / 26
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3.3%
7 / 23
64.9%
1 / 23
89.6%
4 / 23
133.5%
7 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH7.9%
1 / 23
63.8%
2 / 23
109.5%
2 / 23
242.3%
1 / 23
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH4.5%
13 / 497
48.6%
1 / 471
82.6%
3 / 381
159.8%
2 / 291
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH3.4%
52 / 254
43.7%
9 / 241
82.8%
2 / 219
154.9%
5 / 197
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH2.7%
118 / 254
43.3%
11 / 241
72.7%
4 / 219
149.9%
7 / 197
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH3.2%
68 / 254
42.1%
13 / 241
71.7%
7 / 219
178.2%
3 / 197
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH4.5%
10 / 497
40.9%
8 / 471
90.6%
1 / 381
169.3%
1 / 291
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH2.5%
10 / 23
40.2%
8 / 23
53%
10 / 23
158%
4 / 23
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH4.2%
18 / 254
38.9%
26 / 241
102.9%
1 / 219
181.7%
1 / 197
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH3.2%
8 / 23
38.7%
9 / 23
69.7%
6 / 23
129.9%
10 / 23
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH2.3%
12 / 23
36.8%
11 / 23
49.5%
15 / 23
105.2%
18 / 23
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH2.5%
135 / 254
35.6%
73 / 241
63.3%
24 / 219
-
-
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH2.5%
11 / 23
35%
14 / 23
57.7%
9 / 23
144.8%
5 / 23
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH3.2%
69 / 254
34.6%
92 / 241
63.2%
25 / 219
147%
8 / 197
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH3.6%
45 / 254
34.3%
97 / 241
70.9%
9 / 219
130.1%
19 / 197
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH2.8%
-
34.1%
-
68.9%
-
121.2%
-
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH2.6%
128 / 254
33.5%
110 / 241
50.8%
82 / 219
118.3%
34 / 197
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH2.8%
79 / 497
32.5%
51 / 471
63.5%
13 / 381
140.7%
4 / 291
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH3.7%
41 / 254
31.3%
144 / 241
65.9%
13 / 219
102.6%
78 / 197
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH1.4%
16 / 23
30.4%
17 / 23
69%
7 / 23
104.4%
19 / 23
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH1.9%
187 / 254
27.8%
180 / 241
56.7%
49 / 219
108.3%
62 / 197
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH1.8%
169 / 497
27%
83 / 471
64.1%
12 / 381
-
-
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES7.3%
2 / 5
53%
1 / 5
87.5%
1 / 4
262.2%
1 / 4
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES4.4%
3 / 3
51.8%
1 / 3
92%
2 / 3
176.5%
2 / 3
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES4.2%
37 / 47
49.8%
5 / 44
74.3%
7 / 40
125.6%
8 / 36
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES7.1%
-
49.4%
-
100.6%
-
153%
-
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES10.1%
3 / 5
40.7%
1 / 5
114.8%
1 / 5
292.3%
1 / 5
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES5.6%
2 / 47
32.7%
36 / 44
79.2%
4 / 40
155.1%
3 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES5.4%
7 / 47
27%
43 / 44
87.4%
2 / 40
145.4%
4 / 36
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES6.2%
1 / 47
21.9%
44 / 44
135.5%
1 / 40
330.2%
1 / 36
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.3%
256 / 262
33%
17 / 244
42.6%
17 / 198
112.6%
4 / 169
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.6%
36 / 262
32.4%
21 / 244
52.1%
3 / 198
110.3%
5 / 169
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.6%
25 / 281
30.7%
9 / 271
54.9%
2 / 241
113.4%
1 / 208
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK0.4%
9 / 24
29%
2 / 24
13.3%
21 / 24
76.6%
18 / 24
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.9%
82 / 281
23.9%
63 / 271
40.4%
15 / 241
93.5%
4 / 208
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.1%
64 / 281
23.5%
69 / 271
37.9%
26 / 241
71.2%
40 / 208
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK3.9%
4 / 16
21%
10 / 16
56.6%
3 / 14
71%
4 / 13
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.3%
157 / 262
20.4%
145 / 244
43.7%
12 / 198
94%
14 / 169
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.9%
73 / 281
19.9%
156 / 271
34.9%
42 / 241
84.3%
10 / 208
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK0.2%
19 / 28
18.5%
14 / 28
31.5%
7 / 25
87.9%
1 / 23
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0.4%
278 / 281
11.5%
260 / 271
23.6%
198 / 241
55.3%
137 / 208
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.8%
10 / 16
24.7%
9 / 16
44.4%
6 / 14
110.4%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1.1%
13 / 28
22.3%
6 / 28
33.1%
4 / 25
84%
2 / 23
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.7%
17 / 204
20.1%
17 / 197
36.6%
2 / 170
73.3%
3 / 144
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK1.3%
9 / 16
14.7%
12 / 16
24.3%
10 / 14
24.5%
12 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.6%
138 / 204
13.6%
119 / 197
24.7%
49 / 170
66.8%
6 / 144
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.8%
32 / 87
12.8%
20 / 81
21.5%
10 / 56
43.5%
3 / 43
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.6%
23 / 78
3.6%
34 / 71
10.6%
24 / 57
23%
21 / 49
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1.5%
5 / 103
-1.7%
94 / 95
7.3%
42 / 70
17.4%
38 / 52
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-0.1%
10 / 11
20.3%
3 / 10
38.1%
3 / 6
79%
5 / 6
Fidelity Global Property
UT Property
View Factsheet
PROPERTY3.5%
8 / 53
19.7%
4 / 53
52.1%
3 / 51
85.7%
5 / 40
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY0.2%
1 / 1
15.4%
1 / 1
51%
1 / 1
179.8%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.6%
26 / 53
2.6%
32 / 53
22.6%
28 / 51
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.7%
20 / 53
2.3%
34 / 53
26%
23 / 51
43%
20 / 40
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST3.4%
2 / 2
71.5%
1 / 2
114.4%
1 / 2
184.6%
2 / 2
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST-0%
17 / 23
60.6%
2 / 23
98.7%
4 / 22
173.3%
6 / 22
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST3.5%
-
57.2%
-
122.4%
-
204.6%
-
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST8%
3 / 5
45.5%
1 / 4
112.5%
1 / 4
231.6%
2 / 4
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST11.2%
1 / 108
44.7%
5 / 106
62.9%
8 / 99
207%
1 / 84
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST2.3%
9 / 23
44.3%
7 / 23
58.8%
14 / 22
153.6%
11 / 22
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST7.7%
4 / 5
43.3%
2 / 4
97.8%
2 / 4
235.4%
1 / 4
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-4.7%
5 / 9
38.2%
3 / 9
-14.4%
5 / 9
-24.5%
3 / 7
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST2.1%
25 / 108
38.1%
12 / 106
50.4%
15 / 99
123.1%
8 / 84
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST-0.7%
80 / 108
37.7%
13 / 106
68.1%
4 / 99
170.2%
2 / 84
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST3.8%
1 / 3
35.8%
1 / 3
59.2%
1 / 3
162.7%
1 / 3
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST3.7%
-
33.9%
-
79.6%
-
149.9%
-
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST2.9%
-
31.5%
-
55.7%
-
108.1%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST1.8%
31 / 108
29.8%
32 / 106
45.4%
19 / 99
69.7%
25 / 84
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST-1.6%
16 / 16
24.9%
8 / 16
43%
8 / 14
-
-
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-0.6%
3 / 6
23.9%
3 / 6
37.1%
2 / 6
-
-
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST7.5%
-
17%
-
25.3%
-
157.8%
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-0.5%
5 / 8
12%
2 / 8
38.8%
4 / 7
72.4%
3 / 7
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST0.3%
65 / 108
0.2%
104 / 106
22.9%
46 / 99
-19.4%
78 / 84
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS0.9%
3 / 16
18.2%
1 / 14
24%
2 / 14
70.7%
1 / 13
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS1.1%
3 / 15
15.7%
1 / 14
29.2%
2 / 14
91.4%
1 / 14
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.7%
28 / 84
13.3%
4 / 83
19%
19 / 74
59.4%
3 / 64
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS-0%
19 / 23
12.2%
2 / 23
21%
1 / 22
57.6%
1 / 21
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.6%
38 / 84
12.1%
8 / 83
19.6%
17 / 74
45.9%
8 / 64
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
64 / 84
11.8%
10 / 83
15.5%
31 / 74
60.3%
2 / 64
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS1%
32 / 97
11.4%
15 / 90
22.2%
32 / 84
53.3%
4 / 70
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.8%
20 / 84
10.6%
12 / 83
14.7%
36 / 74
47%
6 / 64
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.7%
67 / 97
9.6%
39 / 90
22.8%
25 / 84
39.1%
26 / 70
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.9%
16 / 84
7.9%
40 / 83
12.6%
45 / 74
36.2%
22 / 64
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.6%
5 / 24
25.6%
5 / 24
52.5%
1 / 24
142.4%
2 / 24
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.7%
3 / 280
24.3%
27 / 273
46.6%
14 / 259
110.5%
31 / 243
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.4%
21 / 24
23.3%
9 / 24
15.9%
17 / 24
105.2%
5 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0%
22 / 101
22.4%
5 / 96
32.7%
10 / 85
80.7%
31 / 80
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.7%
45 / 101
21.9%
6 / 96
37%
4 / 85
139.6%
1 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.3%
8 / 101
21.1%
12 / 96
33%
9 / 85
99.5%
9 / 80
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.7%
49 / 101
19.6%
21 / 96
34.3%
7 / 85
90.7%
20 / 80
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.3%
36 / 101
18.9%
25 / 96
34%
8 / 85
94.3%
15 / 80
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME-0.8%
37 / 65
18.7%
31 / 61
43.6%
3 / 50
113.9%
4 / 42
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.8%
54 / 101
18.5%
28 / 96
32.4%
13 / 85
109.2%
6 / 80
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.7%
15 / 24
16.2%
15 / 24
27.5%
9 / 24
82.8%
15 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.6%
44 / 101
14.9%
62 / 96
25.7%
44 / 85
75.4%
47 / 80
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.8%
82 / 101
14.8%
63 / 96
19.7%
71 / 85
72.1%
51 / 80
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.2%
10 / 24
14.5%
19 / 24
36.4%
5 / 24
80.8%
16 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME-0.7%
109 / 280
13.7%
243 / 273
32.6%
68 / 259
99.6%
51 / 243
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-0.2%
59 / 280
13.6%
245 / 273
25.5%
115 / 259
77.1%
126 / 243
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.5%
77 / 101
12.1%
84 / 96
28.4%
29 / 85
100.4%
8 / 80
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.5%
22 / 24
11.4%
21 / 24
28.8%
8 / 24
137%
3 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH-0.1%
16 / 65
31.2%
2 / 61
76.1%
2 / 50
188.2%
2 / 42
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH1.3%
5 / 280
30.7%
7 / 273
81.7%
2 / 259
189.3%
1 / 243
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH1%
11 / 280
24.7%
22 / 273
50.5%
9 / 259
135.8%
6 / 243
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH-0.4%
70 / 280
24.5%
26 / 273
56.6%
4 / 259
121.9%
14 / 243
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1.5%
4 / 280
23.4%
34 / 273
40.9%
25 / 259
114.6%
19 / 243
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH-0.1%
53 / 280
22.9%
45 / 273
55.4%
5 / 259
156.6%
3 / 243
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH-0.4%
69 / 280
22.8%
48 / 273
39.9%
27 / 259
88%
83 / 243
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH-2.4%
12 / 16
22.5%
5 / 16
37.1%
5 / 14
161.7%
2 / 14
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-0.9%
4 / 16
21.8%
6 / 16
36%
6 / 14
143.3%
4 / 14
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH0.9%
15 / 280
21%
78 / 273
48%
11 / 259
125.8%
12 / 243
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH-0.2%
61 / 280
20.2%
114 / 273
42%
24 / 259
126.9%
11 / 243
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH0.3%
33 / 280
19.6%
133 / 273
51.1%
8 / 259
-
-
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-1%
134 / 280
19.4%
141 / 273
51.4%
6 / 259
117.5%
18 / 243
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH0.1%
42 / 280
15%
228 / 273
36.6%
39 / 259
96.6%
58 / 243
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-1.1%
147 / 280
14.9%
231 / 273
43.1%
20 / 259
134.4%
7 / 243
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH-0.9%
3 / 16
14.2%
10 / 16
41.8%
4 / 14
134.9%
7 / 14
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-1%
42 / 65
13.7%
48 / 61
34.6%
7 / 50
116%
3 / 42
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH-0.9%
125 / 280
11.2%
258 / 273
26%
113 / 259
71.7%
143 / 243
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES0.1%
-
56.9%
-
106.5%
-
231.4%
-
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.3%
10 / 49
33.7%
8 / 49
49.9%
19 / 47
153%
11 / 45
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.7%
47 / 49
31%
13 / 49
65.4%
3 / 47
130.1%
26 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.6%
19 / 49
31%
14 / 49
57.4%
11 / 47
162.7%
7 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.2%
10 / 19
30.9%
5 / 18
59%
6 / 16
170.1%
7 / 16
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2.6%
13 / 19
27.6%
6 / 18
56.7%
8 / 16
193.6%
3 / 16
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.8%
11 / 19
27.3%
7 / 18
63.8%
2 / 16
186.7%
4 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.7%
20 / 49
24.4%
31 / 49
59.6%
8 / 47
122%
28 / 45
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES4.2%
3 / 19
15.3%
16 / 18
48.3%
9 / 16
182.8%
5 / 16
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2%
12 / 19
12.7%
17 / 18
-
-
-
-
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES11.4%
1 / 3
60.2%
1 / 3
89%
1 / 3
198.8%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES4.6%
5 / 90
51.5%
2 / 83
89.4%
3 / 74
171.3%
2 / 63
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES4.1%
2 / 7
45.5%
2 / 7
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES4%
16 / 90
44.3%
8 / 83
85.6%
4 / 74
180.5%
1 / 63
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES4.1%
3 / 6
39.5%
3 / 6
65.5%
1 / 5
112.4%
2 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES2.9%
70 / 90
36.4%
51 / 83
80.5%
6 / 74
155.3%
6 / 63
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES4%
20 / 90
34.4%
67 / 83
72.7%
21 / 74
151.6%
7 / 63
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-0.1%
6 / 6
33.5%
5 / 6
3.5%
5 / 5
35.4%
4 / 4
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES3.2%
7 / 38
32.8%
3 / 34
69.6%
1 / 27
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES3%
68 / 90
29.1%
81 / 83
74.5%
13 / 74
160%
4 / 63
Data provided by

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

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.