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.
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES11.8%
2 / 12
30.3%
4 / 12
65.6%
2 / 11
129.4%
2 / 11
Fidelity China Spec Sits Plc
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES9.5%
1 / 7
28.2%
2 / 7
59.7%
3 / 7
183.2%
1 / 7
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES7.4%
-
22.9%
-
69.6%
-
106.5%
-
Old Mutual Asia Pacific
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES6.7%
35 / 61
22.2%
1 / 59
64.9%
5 / 55
91.8%
1 / 48
Barings Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.2%
61 / 61
20.8%
3 / 59
56.8%
9 / 55
83.6%
4 / 48
Fidelity Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES7.1%
29 / 61
20.4%
5 / 59
62.1%
7 / 55
84.9%
3 / 48
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.2%
-
18.8%
-
39.6%
-
48.3%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES7%
30 / 61
18.1%
10 / 59
53.1%
11 / 55
81.8%
5 / 48
Smith & Williamson FarEstnIandG
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES3.8%
7 / 7
17.2%
4 / 7
64.7%
1 / 5
70.4%
3 / 5
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES9.2%
1 / 188
16.6%
75 / 185
61.8%
3 / 164
133.9%
1 / 140
Invesco Asia Trust plc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES6.2%
3 / 15
11.8%
6 / 15
54.9%
6 / 15
87.5%
4 / 15
Schroder Oriental Inc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES7%
1 / 15
11.6%
7 / 15
46.9%
7 / 15
49.4%
8 / 15
Guinness Asian Eq Inc
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.6%
-
11.2%
-
43.7%
-
-
-
Pacific Assets Trust plc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES2.8%
15 / 15
1.5%
14 / 15
31.3%
12 / 15
69.4%
7 / 15
Scot Oriental SmCo
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES3.4%
14 / 15
0.2%
15 / 15
27.6%
14 / 15
17.6%
13 / 15
Aberdeen New Ind IT PLC
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES4.6%
3 / 7
-1.3%
5 / 7
44.6%
5 / 7
88.1%
5 / 7
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-0%
104 / 111
-13.4%
104 / 108
43.8%
15 / 102
86.4%
6 / 90
UBS Global Emg Mkts Equity
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS6.8%
4 / 60
17%
3 / 57
58.1%
2 / 52
54.2%
7 / 45
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS4.9%
-
14.3%
-
56.1%
-
77.8%
-
BlkRck Frontiers Inv Trst
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS2.9%
5 / 11
13.9%
1 / 11
58.5%
1 / 10
82%
1 / 9
Fidelity Emerging Markets
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS5.7%
18 / 60
13%
11 / 57
44%
17 / 52
56.7%
4 / 45
JPM Emg Mkts IT plc
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS4.7%
1 / 11
11.8%
3 / 11
47.6%
2 / 10
46.4%
2 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS6%
13 / 60
10%
27 / 57
46.6%
14 / 52
54.1%
9 / 45
Templeton Emg Mkts
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS3.4%
3 / 11
8.3%
7 / 11
38.9%
3 / 10
23%
6 / 9
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS9.5%
1 / 2
6.4%
2 / 2
58.6%
1 / 2
35.3%
1 / 2
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS2.3%
-
5.7%
-
35.9%
-
63.9%
-
Utilico Emg Mkts
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-0.2%
10 / 11
0.3%
9 / 11
24.8%
8 / 10
28.2%
4 / 9
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS2.7%
4 / 12
-1.2%
2 / 12
34.8%
1 / 10
35.8%
1 / 10
Aberdeen Gbl Latin Ameri Eq
FO Equity - Latin America
View Factsheet
EMERGING MARKETS-7.8%
22 / 41
-1.3%
28 / 41
13.2%
12 / 41
-19%
15 / 37
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES7.7%
2 / 8
16.1%
1 / 8
45.6%
1 / 8
96.9%
1 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.8%
65 / 105
13.3%
4 / 100
69.4%
2 / 90
133.3%
1 / 83
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES7.9%
3 / 4
11.8%
3 / 4
84.1%
1 / 4
187.8%
1 / 4
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES4.9%
10 / 12
11.2%
8 / 12
55.1%
8 / 12
120.1%
5 / 11
Montanaro Europ Inc
FO Equity - Small Cap Europe
View Factsheet
EUROPEAN EQUITIES5.9%
3 / 62
10.2%
28 / 59
58%
2 / 53
77.7%
27 / 44
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES5%
55 / 105
6.2%
32 / 100
85.1%
1 / 90
118.8%
2 / 83
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES4.5%
73 / 105
5.4%
43 / 100
46.8%
11 / 90
74.6%
18 / 83
JP Mgn Eupn IT IncSh
IT Europe
View Factsheet
EUROPEAN EQUITIES5.5%
6 / 8
3.9%
6 / 8
35.2%
4 / 8
93.6%
2 / 8
GAM Star Cntl Eurpn Eq
FO Equity - Europe ex UK
View Factsheet
EUROPEAN EQUITIES3.6%
-
3.4%
-
38.2%
-
62.9%
-
Erpn Asts Tst NV
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES1.6%
4 / 4
1.7%
4 / 4
31%
4 / 4
94.6%
3 / 4
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES2%
8 / 8
-6%
8 / 8
24.2%
7 / 8
79.2%
4 / 8
Real Est Cr Inv NPV
IT Debt
View Factsheet
GLOBAL BONDS3.4%
3 / 30
9.9%
1 / 28
23.7%
3 / 17
64.6%
1 / 8
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS-0.5%
29 / 30
8.6%
3 / 28
22.5%
5 / 17
-
-
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS-1%
67 / 101
2.4%
29 / 89
14.6%
9 / 69
25.4%
6 / 49
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS1.2%
18 / 68
-0.2%
29 / 63
19%
18 / 51
24.1%
7 / 47
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-1.2%
-
-2.1%
-
4.4%
-
7.4%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS3.3%
4 / 68
-2.9%
58 / 63
20.6%
14 / 51
18%
19 / 47
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME8.2%
4 / 55
16.5%
2 / 50
52.7%
1 / 38
83.6%
1 / 32
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME6.4%
15 / 21
16%
10 / 21
47.5%
12 / 21
83.2%
12 / 21
JPM Gbl Grw&Inc plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.6%
3 / 7
12%
1 / 7
61%
1 / 7
97.3%
2 / 7
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME6.3%
2 / 7
9.8%
3 / 7
37.3%
5 / 7
74.7%
4 / 7
Hnd Int Inc Tst plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME7.1%
1 / 7
9.5%
4 / 7
43.6%
4 / 7
62.6%
5 / 7
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME9.7%
1 / 55
8.8%
8 / 50
37%
15 / 38
75.5%
3 / 32
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME5.2%
145 / 518
7.8%
314 / 489
38.8%
51 / 398
61.9%
70 / 306
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME4.1%
47 / 55
3.6%
36 / 50
36%
19 / 38
61.2%
14 / 32
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.4%
29 / 55
0.9%
40 / 50
36.8%
16 / 38
63.8%
11 / 32
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.4%
6 / 7
-1.2%
7 / 7
30.5%
7 / 7
19.2%
7 / 7
Edinburgh Ww IT PLC
IT Global
View Factsheet
GLOBAL GROWTH10.8%
2 / 21
47.2%
2 / 21
86.8%
5 / 21
161.4%
4 / 21
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH12.4%
1 / 21
33.6%
4 / 21
97.3%
3 / 21
212.3%
3 / 21
Stan Life Inv GlSmlr Cmp
UT Global
View Factsheet
GLOBAL GROWTH8.2%
23 / 277
24.3%
7 / 250
85.8%
1 / 224
118.8%
4 / 203
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH7.9%
6 / 21
22.6%
5 / 21
94.5%
4 / 21
134.1%
5 / 21
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH7%
35 / 518
20.2%
30 / 489
74.3%
2 / 398
127.8%
2 / 306
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH8.3%
4 / 21
19.8%
6 / 21
61.3%
6 / 21
100.9%
8 / 21
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH7.1%
12 / 21
17.6%
7 / 21
53.6%
9 / 21
107.3%
6 / 21
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH7.5%
60 / 277
17.1%
11 / 250
62.5%
7 / 224
108%
6 / 203
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH5.3%
132 / 518
17%
59 / 489
62.1%
5 / 398
107.4%
6 / 306
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH6.8%
42 / 518
16.6%
70 / 489
72.1%
3 / 398
121.3%
3 / 306
Orbis Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH0.3%
364 / 518
14.9%
109 / 489
33.5%
72 / 398
62.5%
67 / 306
Schroder Global Equity
UT Global
View Factsheet
GLOBAL GROWTH7.5%
58 / 277
14.1%
25 / 250
49.2%
34 / 224
79.9%
35 / 203
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH7.8%
40 / 277
13.3%
30 / 250
45.6%
54 / 224
92.8%
15 / 203
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH7.9%
31 / 277
13.3%
31 / 250
60.1%
8 / 224
115.5%
5 / 203
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH8.2%
5 / 21
12.3%
13 / 21
43.3%
14 / 21
94.1%
9 / 21
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH6%
179 / 277
11.8%
48 / 250
74.4%
3 / 224
128.3%
2 / 203
Janus Henderson GlGt
UT Global
View Factsheet
GLOBAL GROWTH6.7%
133 / 277
10.9%
60 / 250
56.3%
14 / 224
119.2%
3 / 203
Fidelity Gbl Spl Sit
UT Global
View Factsheet
GLOBAL GROWTH5.9%
189 / 277
10.8%
63 / 250
54.8%
16 / 224
95.7%
11 / 203
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH6.7%
14 / 21
10.4%
14 / 21
43.3%
15 / 21
64.1%
18 / 21
MI Metropolis Value
UT Global
View Factsheet
GLOBAL GROWTH4.2%
248 / 277
6.6%
184 / 250
56.4%
13 / 224
84.6%
27 / 203
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH5.6%
209 / 277
3.2%
232 / 250
48.2%
38 / 224
68.5%
70 / 203
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH5.5%
118 / 518
2.5%
443 / 489
41.8%
44 / 398
77.7%
26 / 306
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES6.7%
1 / 4
55.9%
1 / 4
163%
1 / 4
216.6%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES6.4%
43 / 48
34.4%
1 / 46
157.5%
1 / 41
163.6%
1 / 38
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES5.4%
3 / 5
31.6%
1 / 5
82.9%
1 / 4
138.3%
1 / 4
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES7.1%
14 / 114
27.3%
6 / 111
98.5%
2 / 99
125.1%
2 / 84
JP Morgan Japanese IT plc
IT Japan
View Factsheet
JAPANESE EQUITIES5.1%
4 / 5
26.7%
3 / 5
66.3%
2 / 4
99.5%
2 / 4
Baillie Gifford Japanese
UT Japan
View Factsheet
JAPANESE EQUITIES9%
3 / 48
24.2%
4 / 46
71.6%
4 / 41
99.1%
3 / 38
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES5.8%
46 / 48
18%
12 / 46
75.5%
3 / 41
96.8%
4 / 38
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES6.5%
3 / 3
17.2%
3 / 3
74.4%
3 / 3
112.9%
3 / 3
LF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES6.9%
36 / 48
15.4%
20 / 46
60.6%
7 / 41
85.7%
6 / 38
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET 0-40% EQUITY3.1%
21 / 27
3.6%
19 / 27
26.8%
5 / 26
47.3%
4 / 22
Kames Divfd Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY1.3%
187 / 211
3.3%
73 / 199
18.6%
54 / 177
-
-
Artemis Monthly Distribution
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY3.3%
51 / 211
3.2%
83 / 199
28.8%
6 / 177
54.5%
1 / 152
TM Fulcrum DvfdCreAbRet
UT Targeted Absolute Return
View Factsheet
MIXED ASSET 0-40% EQUITY0.2%
43 / 81
2.8%
19 / 78
-0.3%
52 / 68
-
-
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET 0-40% EQUITY1.9%
10 / 18
2.6%
14 / 17
12.9%
14 / 16
12.2%
13 / 16
OM Cirilium Conservative Pf
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY0.7%
70 / 89
1.4%
39 / 82
18%
5 / 60
27.8%
5 / 50
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY1.4%
50 / 89
-0.4%
75 / 82
12.9%
23 / 60
24.9%
8 / 50
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 41-60% EQUITY4.4%
9 / 211
6.9%
4 / 199
29.8%
4 / 177
50.2%
2 / 152
MI MitonCautMthInc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 41-60% EQUITY3.1%
72 / 211
4.9%
25 / 199
20%
38 / 177
34.8%
21 / 152
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET 41-60% EQUITY2.8%
8 / 18
4.9%
11 / 17
38%
4 / 16
63.1%
4 / 16
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET 61-100% EQUITY6.2%
15 / 24
19%
1 / 24
31.8%
7 / 24
49%
10 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET 61-100% EQUITY6.1%
32 / 297
11.5%
6 / 282
45.6%
2 / 244
77.6%
2 / 222
Unicorn Mastertrust
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY4.6%
130 / 261
10.4%
18 / 241
45.4%
2 / 210
74.4%
2 / 180
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY7.4%
5 / 261
8.2%
53 / 241
33.6%
33 / 210
62.1%
16 / 180
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY4.9%
111 / 261
7.1%
82 / 241
39.7%
14 / 210
65.4%
6 / 180
F&C MM Navigator Select
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY4.6%
135 / 261
6.7%
91 / 241
31.5%
44 / 210
53.9%
29 / 180
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET 61-100% EQUITY3.7%
219 / 297
6.4%
90 / 282
31.2%
28 / 244
57.5%
11 / 222
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET 61-100% EQUITY5.2%
6 / 27
2.2%
21 / 27
22.1%
12 / 26
48.6%
2 / 22
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY4.6%
132 / 261
1.6%
214 / 241
35%
25 / 210
71.6%
3 / 180
TR Property IT plc
IT Property Securities
View Factsheet
PROPERTY4.7%
1 / 1
26.8%
1 / 1
43%
1 / 1
124.9%
1 / 1
Picton Prop Inc Ltd
IT Property Direct - UK
View Factsheet
PROPERTY2.1%
7 / 14
9.7%
3 / 13
42.7%
1 / 10
148.4%
1 / 7
Kames Property Income
UT Property
View Factsheet
PROPERTY0.5%
26 / 46
6.3%
22 / 47
18.9%
23 / 45
-
-
F&C Commercial Property
IT Property Direct - UK
View Factsheet
PROPERTY2.3%
6 / 14
5.5%
7 / 13
20.3%
5 / 10
71.2%
5 / 7
Fidelity Global Property
UT Property
View Factsheet
PROPERTY6.5%
9 / 46
2.5%
36 / 47
23.5%
14 / 45
35.5%
20 / 39
Allianz Tech Tst PLC
IT Tech, Media & Telecomm
View Factsheet
SPECIALIST10.9%
1 / 3
43.6%
1 / 2
127.9%
1 / 2
249.8%
1 / 2
BlackRock World Mining IT
IT Commodities & Natural Resources
View Factsheet
SPECIALIST12.5%
2 / 9
29.2%
1 / 9
56.1%
2 / 9
8.5%
1 / 7
Polar Capital Biotechnology
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST6.7%
3 / 31
21.9%
3 / 30
48.6%
1 / 28
-
-
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST8.8%
1 / 3
19.9%
1 / 3
76%
1 / 2
118.5%
1 / 2
Guinness Global Energy
FO Commodity & Energy
View Factsheet
SPECIALIST15.2%
3 / 96
17.8%
19 / 95
12.7%
26 / 91
6.5%
28 / 78
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST7%
-
17.3%
-
100%
-
174.7%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST7.3%
22 / 111
16.1%
6 / 108
50.1%
6 / 102
54.6%
20 / 90
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST10.2%
10 / 111
15.1%
7 / 108
45.6%
9 / 102
72.4%
9 / 90
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST6.1%
5 / 22
11.2%
8 / 22
54.8%
10 / 21
88.9%
13 / 21
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST6.5%
5 / 6
9.3%
2 / 6
37.1%
2 / 5
138.3%
2 / 5
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST4.6%
1 / 7
8.9%
1 / 6
33.3%
1 / 6
-
-
Std Lf PvtEqTstPLC
IT Private Equity
View Factsheet
SPECIALIST6.5%
4 / 22
8.6%
9 / 22
79.2%
5 / 21
110.2%
5 / 21
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST6.4%
6 / 6
6.6%
4 / 6
19.2%
3 / 5
143%
1 / 5
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST2.5%
64 / 111
6.4%
38 / 108
38.9%
19 / 102
100.2%
3 / 90
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST4.6%
-
4.4%
-
43.8%
-
64.9%
-
LF Ruffer Gold
UT Specialist
View Factsheet
SPECIALIST4.7%
42 / 111
0.8%
79 / 108
74.3%
1 / 102
19.9%
50 / 90
Woodford PatientCapTrt
IT UK All Companies
View Factsheet
SPECIALIST-11%
15 / 15
-18.5%
15 / 15
-28.5%
15 / 15
-
-
Royal London Stg ExYdBd
FO Fixed Int - GBP High Yield
View Factsheet
STERLING BONDS0.6%
1 / 5
7%
1 / 5
26.1%
1 / 4
45.7%
1 / 3
GAM Star Crd Opp GBP
FO Fixed Int - GBP
View Factsheet
STERLING BONDS-0.4%
10 / 14
5.1%
2 / 15
23.5%
1 / 10
53.6%
1 / 10
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
2 / 85
4%
2 / 81
15.1%
9 / 75
32.5%
4 / 70
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.5%
1 / 85
3.8%
3 / 81
16.9%
5 / 75
34.1%
3 / 70
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-0.5%
74 / 95
2.9%
1 / 94
16.6%
11 / 83
31.7%
6 / 75
Baillie Gifford Stg Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.2%
20 / 85
2.5%
12 / 81
15.4%
8 / 75
27.2%
10 / 70
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
3 / 85
2.1%
17 / 81
11.3%
29 / 75
23.9%
17 / 70
M&G Corporate Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.1%
10 / 95
0.9%
17 / 94
12.5%
34 / 83
22.1%
32 / 75
Fidelity Moneybld Income
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-0.4%
57 / 95
-0.1%
52 / 94
10.7%
55 / 83
20%
46 / 75
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.6%
58 / 85
-0.2%
43 / 81
9.7%
43 / 75
18.9%
35 / 70
Janus Henderson UKSmlCmp
UT UK Smaller Companies
View Factsheet
UK EQUITY INCOME6.6%
5 / 51
16.8%
16 / 49
46.8%
28 / 48
102.8%
24 / 47
Schroder Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7.9%
12 / 100
16.4%
1 / 94
31.3%
7 / 85
64.4%
9 / 81
Man GLG UK Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7.2%
27 / 100
15.8%
2 / 94
40.9%
1 / 85
78.5%
3 / 81
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.7%
94 / 100
12%
8 / 94
38.8%
3 / 85
87.5%
2 / 81
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME5.3%
-
10.4%
-
37.4%
-
77.7%
-
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.7%
18 / 24
10.3%
7 / 24
39.3%
5 / 24
91.7%
2 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME8%
10 / 100
8.5%
23 / 94
32%
5 / 85
59.2%
13 / 81
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6.3%
57 / 100
7.3%
28 / 94
24%
24 / 85
69.8%
6 / 81
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME6.2%
210 / 280
7.3%
148 / 274
39.3%
21 / 259
72.4%
30 / 245
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7.6%
18 / 100
6.4%
40 / 94
26.5%
14 / 85
64.6%
8 / 81
Tmpl Br IT PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.4%
21 / 24
6.2%
12 / 24
21.5%
14 / 24
33.1%
21 / 24
AXA Framlington Mly Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME5.1%
85 / 100
6%
44 / 94
29.5%
9 / 85
71.2%
5 / 81
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME6.6%
14 / 24
5%
15 / 24
26.5%
9 / 24
45.8%
12 / 24
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.6%
19 / 24
4.6%
16 / 24
20.1%
15 / 24
44.6%
14 / 24
Franklin UK Rising Dividends
UT UK All Companies
View Factsheet
UK EQUITY INCOME5.7%
237 / 280
3.1%
243 / 274
27.9%
71 / 259
56.6%
77 / 245
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7%
31 / 100
2.4%
71 / 94
23.2%
31 / 85
55.7%
16 / 81
Premier Optimum Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME4.6%
95 / 100
2.4%
72 / 94
21.9%
41 / 85
55.2%
17 / 81
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6.2%
59 / 100
0.6%
80 / 94
20.3%
49 / 85
47.8%
40 / 81
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.9%
24 / 24
-0.3%
20 / 24
19.4%
16 / 24
44.6%
13 / 24
Perp Inc & Gth IT plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME5.4%
20 / 24
-3.6%
22 / 24
-1.2%
23 / 24
26.3%
22 / 24
MI Chelverton UK Equ Grth
UT UK All Companies
View Factsheet
UK GROWTH3.5%
270 / 280
19.5%
2 / 274
91.2%
1 / 259
-
-
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH7.2%
9 / 15
18.2%
4 / 15
45.5%
6 / 15
88.8%
4 / 13
Man GLG Uvalued Ass
UT UK All Companies
View Factsheet
UK GROWTH6.3%
203 / 280
18.1%
5 / 274
41.3%
18 / 259
-
-
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH6.9%
159 / 280
17.7%
6 / 274
55.6%
6 / 259
91.7%
11 / 245
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH2.8%
274 / 280
17.5%
8 / 274
68.1%
4 / 259
119.2%
2 / 245
Unicorn UK Growth
UT UK All Companies
View Factsheet
UK GROWTH7.1%
138 / 280
15.7%
14 / 274
76.1%
3 / 259
110.2%
6 / 245
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH7.9%
10 / 80
15.4%
2 / 78
37.5%
8 / 65
71.1%
6 / 50
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH11.4%
2 / 15
15.3%
6 / 15
50.1%
5 / 15
97.4%
3 / 13
R&M UK Equity Long Term Recovery
UT UK All Companies
View Factsheet
UK GROWTH8.9%
10 / 280
14.1%
23 / 274
42.2%
15 / 259
92.5%
9 / 245
Liontrust Spl Sits
UT UK All Companies
View Factsheet
UK GROWTH6.6%
181 / 280
12.9%
35 / 274
45.7%
12 / 259
77.8%
22 / 245
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH5.6%
249 / 280
12.8%
38 / 274
40.6%
19 / 259
115.4%
4 / 245
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH6.1%
47 / 80
12.4%
9 / 78
58.8%
2 / 65
121%
2 / 50
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH6%
219 / 280
12.3%
42 / 274
52.4%
9 / 259
114.4%
5 / 245
Liontrust UK Ethical
UT UK All Companies
View Factsheet
UK GROWTH7.3%
124 / 280
12.1%
43 / 274
31.7%
52 / 259
69.5%
38 / 245
LF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH7.1%
146 / 280
11.9%
47 / 274
40.3%
20 / 259
82.8%
16 / 245
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH7.4%
118 / 280
9.7%
73 / 274
33.7%
40 / 259
70%
36 / 245
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH4.6%
266 / 280
9.1%
89 / 274
30.3%
60 / 259
77.1%
23 / 245
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH6.2%
207 / 280
8.3%
113 / 274
27.3%
77 / 259
79.3%
20 / 245
LF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH4.8%
261 / 280
7.8%
124 / 274
38.6%
24 / 259
103.3%
8 / 245
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH6.9%
158 / 280
5.4%
212 / 274
24.5%
123 / 259
59.5%
69 / 245
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES10.8%
2 / 19
28.7%
2 / 18
57.3%
10 / 17
135.8%
5 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES7.2%
3 / 51
26.3%
4 / 49
98%
1 / 48
158.6%
1 / 47
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES6.4%
6 / 19
26%
5 / 18
78.7%
3 / 17
144.5%
3 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES3.7%
43 / 51
17.7%
11 / 49
69.9%
8 / 48
139.5%
7 / 47
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES4.3%
33 / 51
17.6%
12 / 49
65.9%
10 / 48
101.7%
25 / 47
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALLER COMPANIES5%
-
17.2%
-
105.3%
-
177.8%
-
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES4.6%
10 / 19
14.5%
8 / 18
61.7%
7 / 17
136.4%
4 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES2.8%
50 / 51
14.2%
28 / 49
73.4%
5 / 48
138.6%
8 / 47
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES3.1%
13 / 19
5.7%
12 / 18
27.8%
14 / 17
-
-
Rights & Issues IT
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES4.1%
11 / 19
5.6%
13 / 18
110%
1 / 17
220.4%
1 / 15
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES-0.2%
18 / 19
1.5%
15 / 18
5.3%
17 / 17
117.7%
6 / 15
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES12.9%
1 / 9
21.5%
2 / 8
75.6%
2 / 7
-
-
Brown Advisory US Sm Cos
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-
46 / 46
18.2%
17 / 43
38.3%
9 / 32
81.9%
12 / 27
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES10.9%
2 / 3
17.7%
2 / 3
75.2%
1 / 3
135.1%
1 / 3
Natixis LS U.S. Eq Ldrs
UT North America
View Factsheet
US EQUITIES7.7%
45 / 87
14.2%
18 / 84
72.6%
3 / 78
126.5%
3 / 68
The NthAmrcn InTstplc
IT North America
View Factsheet
US EQUITIES6.9%
6 / 8
13.3%
2 / 6
70.1%
1 / 6
72.6%
3 / 5
Old Mutual North Am Eq
UT North America
View Factsheet
US EQUITIES8.7%
14 / 87
13.1%
20 / 84
65.1%
10 / 78
131.5%
2 / 68
LF Miton US Opportunities
UT North America
View Factsheet
US EQUITIES7.5%
56 / 87
12.7%
24 / 84
63.1%
12 / 78
108.5%
12 / 68
Artemis US Extd Al
UT North America
View Factsheet
US EQUITIES7.4%
61 / 87
11.2%
39 / 84
73.7%
2 / 78
-
-
VT De Lisle America
UT North America
View Factsheet
US EQUITIES7.8%
42 / 87
8.3%
61 / 84
71.6%
4 / 78
113.2%
7 / 68
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES7.4%
58 / 87
5.1%
76 / 84
51.7%
48 / 78
102.7%
21 / 68
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES6.9%
77 / 87
3.3%
81 / 84
40%
74 / 78
92.4%
45 / 68
Data provided by

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