Browse Money Observer Rated Funds

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

Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES7.6%
1 / 15
56.7%
1 / 15
94.5%
1 / 15
109.6%
2 / 15
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES6.8%
1 / 118
55%
6 / 124
134.8%
1 / 117
130.7%
4 / 98
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES4.9%
5 / 7
51%
3 / 8
100.4%
2 / 8
161.9%
2 / 8
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES4.2%
3 / 11
43.7%
3 / 11
73.9%
2 / 11
101.9%
3 / 10
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES6.9%
1 / 7
40.3%
4 / 8
93.8%
3 / 8
94.9%
5 / 8
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.3%
15 / 15
38.9%
9 / 15
58.7%
7 / 15
82.6%
4 / 15
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES3.3%
110 / 183
38.8%
8 / 178
80.1%
1 / 156
-
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.8%
9 / 65
37.7%
43 / 65
72.4%
3 / 57
84.3%
5 / 51
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.8%
-
37.4%
-
70.6%
-
104.2%
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES5.8%
2 / 65
34.1%
54 / 65
70.9%
5 / 57
73.6%
15 / 51
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.1%
7 / 15
32.7%
14 / 15
38.7%
13 / 15
61.4%
9 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3%
57 / 65
32.4%
58 / 65
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES3.9%
4 / 7
31.2%
5 / 6
72.7%
1 / 6
91.8%
2 / 6
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.4%
48 / 65
28.8%
65 / 65
59.9%
15 / 57
78.4%
7 / 51
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES3%
11 / 15
27.3%
15 / 15
71.2%
4 / 15
117%
1 / 15
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.1%
152 / 183
25.2%
44 / 178
67.1%
4 / 156
97.7%
1 / 123
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.6%
-
20.2%
-
23.8%
-
45.9%
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS2%
21 / 118
51.2%
7 / 124
28%
52 / 117
7.3%
73 / 98
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-1.4%
104 / 118
50.5%
8 / 124
28.7%
51 / 117
7.8%
72 / 98
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS2.8%
5 / 10
46.9%
2 / 10
45.1%
2 / 9
111.9%
1 / 9
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS0.5%
1 / 2
44.6%
2 / 2
36%
1 / 2
18.8%
1 / 2
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS2.7%
6 / 10
43.9%
3 / 10
28.9%
8 / 9
37.5%
5 / 9
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS4.9%
-
39.7%
-
64.6%
-
58.9%
-
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS2.7%
52 / 58
39.6%
34 / 56
50.6%
12 / 48
60.2%
2 / 39
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.7%
-
35.9%
-
67%
-
85%
-
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS3.8%
6 / 118
32.5%
40 / 124
47.5%
15 / 117
77.9%
16 / 98
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS2.6%
14 / 118
32%
41 / 124
32.7%
43 / 117
22.8%
61 / 98
M&G Emerging Mkts Bd
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS0.9%
8 / 13
28%
1 / 12
55%
1 / 11
64.6%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Market Bond
View Factsheet
EMERGING MARKETS0.6%
11 / 13
25.3%
4 / 12
51.3%
3 / 11
-
-
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS4.5%
2 / 10
25.1%
8 / 10
33.2%
6 / 9
56.8%
3 / 9
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.9%
1 / 4
51.6%
1 / 4
68.4%
1 / 4
199.6%
1 / 4
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.6%
65 / 101
47.2%
2 / 98
72.3%
1 / 87
139.3%
2 / 78
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES6.1%
4 / 8
38.6%
1 / 8
43.2%
1 / 8
156.9%
1 / 8
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3%
97 / 101
25.1%
63 / 98
46.6%
6 / 87
106.2%
9 / 78
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES3.8%
91 / 101
24.1%
70 / 98
69.6%
2 / 87
145.9%
1 / 78
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES8.6%
1 / 8
23.1%
6 / 8
37.8%
4 / 8
113.4%
4 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.3%
11 / 12
21.2%
12 / 12
52.8%
4 / 11
133.4%
4 / 11
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5.8%
9 / 101
20.3%
86 / 98
37.2%
17 / 87
106.6%
8 / 78
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES8.5%
2 / 8
18.6%
8 / 8
39.2%
3 / 8
129.9%
2 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4.6%
4 / 4
13.6%
4 / 4
35%
3 / 4
158.9%
2 / 4
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.6%
18 / 69
18%
4 / 68
34.3%
6 / 59
41%
5 / 45
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS3%
4 / 26
16.4%
9 / 22
12.7%
7 / 11
-
-
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.3%
28 / 69
14.3%
13 / 68
29%
13 / 59
42.7%
3 / 45
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.4%
75 / 328
14.1%
14 / 301
21%
22 / 239
60.8%
4 / 170
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS-0.6%
-
13.7%
-
13.4%
-
37.1%
-
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-0.2%
-
5.7%
-
14.2%
-
17%
-
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.1%
3 / 8
45.2%
2 / 8
34.8%
5 / 8
52%
8 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-0.5%
253 / 261
36.8%
18 / 253
42%
128 / 230
80%
92 / 205
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.7%
6 / 8
34.5%
3 / 8
57%
1 / 8
80.1%
5 / 8
Schroder Global Equity Income
UT Global
View Factsheet
GLOBAL EQUITY INCOME0.1%
231 / 261
33.9%
42 / 253
56.4%
49 / 230
91.9%
60 / 205
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME-2.6%
24 / 24
33.6%
12 / 24
41.5%
18 / 24
102.9%
11 / 24
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
31 / 43
30.7%
12 / 40
51.6%
11 / 31
122.3%
1 / 23
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.8%
18 / 43
27.2%
22 / 40
55.8%
6 / 31
92.8%
8 / 23
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.3%
32 / 43
26.6%
26 / 40
62.5%
1 / 31
98.1%
5 / 23
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.6%
5 / 8
26.4%
7 / 8
47.3%
3 / 8
120.7%
2 / 8
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME0.7%
-
25.4%
-
49.3%
-
93.2%
-
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.2%
8 / 43
25%
32 / 40
58.5%
3 / 31
109.9%
2 / 23
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH3.3%
4 / 24
54.9%
1 / 24
65.5%
4 / 24
99.6%
13 / 24
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.9%
2 / 24
44.8%
5 / 24
85%
2 / 24
180.1%
2 / 24
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH2.8%
-
42.1%
-
75.2%
-
119.7%
-
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1.1%
127 / 261
38.5%
11 / 253
73%
4 / 230
150.4%
2 / 205
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH0.9%
12 / 24
38.1%
8 / 24
46.9%
15 / 24
87%
17 / 24
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH1.5%
77 / 261
37.9%
12 / 253
73%
5 / 230
125.5%
7 / 205
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH1.3%
11 / 24
35.8%
10 / 24
63.8%
7 / 24
106.5%
9 / 24
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.6%
72 / 261
35.6%
25 / 253
75.3%
3 / 230
123.2%
10 / 205
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH2.4%
6 / 24
32.6%
14 / 24
50.6%
14 / 24
118.7%
5 / 24
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH2.8%
12 / 261
31.8%
64 / 253
56.5%
48 / 230
-
-
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH2.4%
24 / 261
31.4%
71 / 253
96.9%
1 / 230
162.7%
1 / 205
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH0.6%
15 / 24
31.3%
15 / 24
60.2%
9 / 24
90.5%
14 / 24
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.3%
105 / 261
31.1%
76 / 253
67.9%
9 / 230
123.9%
9 / 205
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.4%
158 / 510
30.8%
43 / 478
62.5%
10 / 391
121.2%
4 / 291
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH0.6%
16 / 24
29.9%
16 / 24
52.3%
12 / 24
116.7%
6 / 24
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH0.8%
161 / 261
29.4%
109 / 253
51%
76 / 230
99.1%
34 / 205
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH3.5%
7 / 510
27.6%
65 / 478
75.2%
2 / 391
144.8%
2 / 291
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH1.7%
62 / 261
26.7%
150 / 253
60.1%
32 / 230
103.5%
25 / 205
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH3.7%
-
26.1%
-
62.4%
-
107.5%
-
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.8%
160 / 261
25%
174 / 253
60.3%
29 / 230
90.1%
68 / 205
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH0.8%
-
24.1%
-
63.8%
-
-
-
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH-0.1%
241 / 261
22.6%
203 / 253
58%
46 / 230
97.6%
38 / 205
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES2.7%
3 / 3
54.5%
1 / 3
105.9%
1 / 3
166.7%
2 / 3
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES4%
1 / 5
38.5%
2 / 5
95.9%
1 / 4
210.9%
1 / 4
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES2.1%
31 / 46
37.9%
7 / 45
77.7%
8 / 40
110.2%
6 / 37
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES7.3%
-
36.9%
-
90.8%
-
122.9%
-
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES4.5%
2 / 5
30.5%
1 / 5
117.4%
1 / 5
265.1%
1 / 5
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES3.2%
6 / 46
27.7%
38 / 45
82%
5 / 40
125.5%
3 / 37
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES3.5%
4 / 46
20.2%
44 / 45
83.3%
4 / 40
115.8%
4 / 37
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES4.6%
2 / 46
14.6%
45 / 45
119.4%
1 / 40
304.4%
1 / 37
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.7%
123 / 254
29.6%
11 / 245
39.3%
25 / 194
91.7%
3 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.3%
10 / 288
27.2%
9 / 271
51.8%
3 / 245
97.6%
1 / 208
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.5%
37 / 254
26.8%
24 / 245
51.4%
2 / 194
90%
5 / 162
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK2.1%
10 / 24
26.6%
3 / 24
14.5%
15 / 24
64.1%
20 / 24
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.4%
52 / 288
19.8%
96 / 271
35.8%
24 / 245
60.9%
30 / 208
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.2%
89 / 288
19.8%
100 / 271
39.2%
11 / 245
77.9%
4 / 208
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.3%
14 / 16
18.5%
9 / 15
51.5%
3 / 14
73%
4 / 13
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK1.2%
9 / 28
17%
14 / 29
29.4%
7 / 26
75.6%
1 / 24
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK1.4%
45 / 254
16.8%
149 / 245
41.9%
13 / 194
84.6%
8 / 162
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.3%
73 / 288
16.8%
183 / 271
31.3%
67 / 245
69.8%
11 / 208
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.2%
87 / 288
11.4%
253 / 271
24.8%
175 / 245
53.6%
79 / 208
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK3.7%
2 / 16
26.3%
8 / 15
44.6%
5 / 14
101.4%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK1%
11 / 28
20.5%
7 / 29
31.9%
4 / 26
70.1%
3 / 24
Royal London Sus Div Trst
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.6%
10 / 215
18.5%
18 / 207
34.5%
5 / 179
64.8%
1 / 146
Fidelity Mlti Ast Inc
UT Mixed Investment 0%-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.7%
7 / 89
13.2%
8 / 80
22.2%
8 / 58
42.8%
2 / 44
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.5%
9 / 16
12.6%
12 / 15
18.3%
12 / 14
31.9%
7 / 13
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK0.9%
38 / 215
11.2%
151 / 207
24.7%
47 / 179
59.2%
4 / 146
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK0.8%
22 / 76
2.6%
38 / 71
9.6%
23 / 55
20.2%
21 / 47
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1.5%
3 / 103
-5%
96 / 96
4.7%
55 / 67
10.1%
48 / 53
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY2.1%
6 / 12
26.1%
1 / 11
69.6%
1 / 7
171.7%
1 / 6
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-2.1%
39 / 47
18.6%
4 / 54
58.7%
2 / 51
80%
6 / 40
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY4.6%
1 / 12
17.1%
2 / 11
40.3%
4 / 7
84.2%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY3.2%
1 / 1
9.5%
1 / 1
39.4%
1 / 1
141.9%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0%
22 / 47
3.5%
24 / 54
21.9%
29 / 51
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.2%
11 / 47
2.5%
27 / 54
26.6%
24 / 51
40.9%
19 / 40
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-1.7%
4 / 9
73.1%
3 / 9
-7.5%
6 / 9
-30.2%
3 / 7
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST-0.3%
2 / 2
64.8%
1 / 2
95.6%
1 / 2
134.2%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST1.6%
-
52.5%
-
117.4%
-
168.6%
-
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST0.7%
3 / 5
47.8%
1 / 4
114.5%
1 / 4
230.7%
1 / 4
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST2.2%
8 / 23
40.6%
9 / 23
58.9%
12 / 22
126.6%
9 / 22
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-2.7%
5 / 5
37.2%
2 / 4
83.3%
2 / 4
213.4%
3 / 4
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST2.2%
18 / 118
36.9%
28 / 124
71.1%
4 / 117
141.7%
2 / 98
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST1%
2 / 3
35.4%
1 / 3
53.3%
1 / 3
138.5%
1 / 3
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-0%
-
33.3%
-
82.3%
-
148%
-
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-1%
101 / 118
31.4%
43 / 124
36.9%
36 / 117
-22.3%
90 / 98
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST1.4%
32 / 118
31.4%
44 / 124
38.1%
32 / 117
94.8%
10 / 98
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST1.3%
9 / 23
29.5%
16 / 23
40.3%
15 / 22
124.1%
10 / 22
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-2%
107 / 118
29.4%
46 / 124
60.6%
9 / 117
196.2%
1 / 98
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST1.3%
-
28.9%
-
54.5%
-
93%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST0.2%
74 / 118
27.7%
52 / 124
45.3%
17 / 117
55.5%
31 / 98
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST1.4%
2 / 6
18.2%
3 / 6
32.1%
2 / 4
-
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-1.7%
5 / 9
15.3%
3 / 9
40.3%
4 / 8
65.8%
4 / 8
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST2.7%
5 / 16
13.4%
11 / 15
29.3%
8 / 14
-
-
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST1.4%
-
13.4%
-
19.6%
-
136%
-
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS1%
1 / 17
16.7%
1 / 18
23.5%
2 / 18
65.8%
1 / 17
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS0.5%
2 / 14
14.2%
1 / 14
29.4%
2 / 14
80.6%
1 / 13
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS0.3%
1 / 23
13.7%
4 / 23
22.2%
1 / 22
48.5%
1 / 21
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
15 / 85
12.9%
4 / 81
19.6%
15 / 74
50.2%
3 / 63
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.5%
5 / 85
11.6%
6 / 81
15.9%
23 / 74
55.5%
1 / 63
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.2%
72 / 85
11.3%
8 / 81
19%
16 / 74
43.3%
4 / 63
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.4%
5 / 96
9.7%
26 / 90
20.5%
33 / 83
46.6%
9 / 70
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-
63 / 96
9.1%
41 / 90
22%
17 / 83
37.8%
25 / 70
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
23 / 85
8.8%
20 / 81
12.8%
42 / 74
40.1%
10 / 63
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.5%
4 / 85
8.5%
23 / 81
13%
40 / 74
35.2%
21 / 63
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.6%
33 / 96
23.4%
6 / 92
34.9%
3 / 82
74.2%
21 / 77
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.7%
65 / 283
22%
98 / 278
44.9%
5 / 264
97.3%
19 / 249
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.3%
89 / 96
21%
14 / 92
22.8%
52 / 82
67.4%
41 / 77
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.3%
54 / 96
20.5%
16 / 92
35%
2 / 82
80%
12 / 77
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME1.9%
12 / 24
19.6%
11 / 24
44.4%
2 / 24
122.1%
2 / 24
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.3%
53 / 96
19.3%
20 / 92
27.5%
21 / 82
95.2%
5 / 77
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.1%
71 / 96
18.9%
23 / 92
31.3%
8 / 82
84.8%
9 / 77
Rathbone Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2.4%
17 / 283
18.4%
163 / 278
32.9%
23 / 264
85.8%
46 / 249
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.5%
18 / 24
18.3%
12 / 24
24.7%
8 / 24
74%
10 / 24
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.2%
22 / 24
15.8%
16 / 24
11.3%
20 / 24
86%
5 / 24
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.8%
24 / 96
15.1%
53 / 92
27.6%
20 / 82
71.2%
28 / 77
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME3.3%
1 / 61
14.5%
43 / 61
31.1%
7 / 52
94.5%
5 / 44
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.2%
5 / 24
13.7%
17 / 24
38.4%
3 / 24
71.7%
13 / 24
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME1.7%
27 / 96
12.3%
74 / 92
27.8%
19 / 82
113%
2 / 77
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME1.3%
122 / 283
11.5%
256 / 278
28.2%
54 / 264
83.2%
51 / 249
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME2%
39 / 283
10.4%
265 / 278
24.2%
107 / 264
68.6%
108 / 249
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME0.2%
90 / 96
9.6%
84 / 92
25.8%
31 / 82
90.6%
7 / 77
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2.7%
7 / 24
4.2%
21 / 24
18.4%
12 / 24
117.8%
3 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH2.5%
6 / 61
27.6%
2 / 61
49.5%
2 / 52
153.3%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3%
8 / 283
26.1%
20 / 278
51.3%
2 / 264
151.1%
1 / 249
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH1.3%
132 / 283
24.7%
35 / 278
38.7%
11 / 264
76.8%
74 / 249
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH0.5%
260 / 283
21.7%
110 / 278
50.4%
3 / 264
141.8%
3 / 249
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH-4.9%
17 / 17
21.7%
7 / 17
26.7%
5 / 15
131.1%
4 / 15
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH2.9%
10 / 283
21.2%
121 / 278
29.6%
42 / 264
94.1%
28 / 249
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-0.6%
61 / 61
20.9%
24 / 61
23.7%
13 / 52
102.6%
3 / 44
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1%
203 / 283
19.6%
149 / 278
35.9%
16 / 264
94.4%
26 / 249
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH0.6%
257 / 283
19.3%
153 / 278
30.8%
33 / 264
95.6%
23 / 249
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH1.5%
97 / 283
16.9%
192 / 278
30.5%
36 / 264
97.8%
18 / 249
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH1.5%
92 / 283
16.7%
193 / 278
41.3%
7 / 264
115.8%
9 / 249
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH0.3%
12 / 17
15.3%
9 / 17
32.6%
3 / 15
123.1%
5 / 15
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH5.9%
2 / 283
14.4%
231 / 278
35%
18 / 264
99.5%
16 / 249
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH1.4%
112 / 283
13.6%
240 / 278
28.1%
55 / 264
65.2%
124 / 249
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.6%
11 / 17
13.1%
11 / 17
24.3%
8 / 15
103.7%
6 / 15
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH1.2%
178 / 283
12.9%
246 / 278
27.8%
58 / 264
117.9%
6 / 249
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH1.8%
62 / 283
12.3%
249 / 278
34.4%
21 / 264
84.3%
49 / 249
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH1.8%
60 / 283
10.1%
267 / 278
39.2%
10 / 264
-
-
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES2.7%
-
44.8%
-
62.7%
-
179%
-
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.2%
6 / 18
29.7%
5 / 18
56.6%
3 / 16
153.9%
4 / 16
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.4%
27 / 49
25.5%
7 / 49
44.1%
4 / 47
142.4%
5 / 45
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.7%
46 / 49
25%
8 / 49
48.2%
2 / 47
105.4%
21 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.4%
37 / 49
24%
11 / 49
33%
20 / 47
115.4%
19 / 45
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1%
13 / 18
23.3%
6 / 18
29.8%
6 / 16
110.4%
10 / 16
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0%
9 / 18
19%
9 / 18
28.8%
7 / 16
146.7%
6 / 16
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.3%
29 / 49
16.5%
35 / 49
30.4%
23 / 47
102.3%
25 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-5.4%
18 / 18
5.4%
17 / 18
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES3.9%
1 / 18
1.7%
18 / 18
31%
5 / 16
150.3%
5 / 16
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-3.2%
2 / 3
54.5%
1 / 3
72.6%
1 / 3
159%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-3%
85 / 86
49.1%
1 / 84
82.1%
7 / 76
157.9%
2 / 65
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-2%
5 / 6
42.6%
3 / 6
70.3%
1 / 5
107%
2 / 4
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-2.6%
5 / 7
42.4%
2 / 7
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES-0.2%
18 / 86
39.8%
6 / 84
89.7%
1 / 76
161.6%
1 / 65
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-1.5%
3 / 6
38.7%
4 / 6
20.6%
5 / 5
30.1%
4 / 4
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-1.4%
76 / 86
38.2%
11 / 84
83.8%
5 / 76
138%
5 / 65
Hermes US SMID Equity
FO Equity - USA
View Factsheet
US EQUITIES-2.9%
210 / 218
34.4%
6 / 206
73.8%
6 / 175
-
-
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES-1.2%
71 / 86
32.5%
63 / 84
74.1%
32 / 76
122.6%
27 / 65
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-1.3%
74 / 86
32.1%
65 / 84
83.6%
6 / 76
150.5%
3 / 65
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