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 EQUITIES-3.9%
6 / 12
34.7%
3 / 11
79.6%
2 / 11
128.6%
1 / 10
Fidelity China Spec Sits Plc
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES-3.5%
3 / 7
34%
2 / 7
93.8%
2 / 7
172.4%
1 / 7
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-3.9%
17 / 60
31.4%
2 / 59
67.6%
4 / 55
93.4%
3 / 47
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-1%
-
30.9%
-
41.4%
-
59%
-
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-3.9%
-
23.2%
-
72%
-
107%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-2.2%
1 / 60
20.7%
11 / 59
53.8%
13 / 55
88.2%
5 / 47
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-6.9%
182 / 185
17%
122 / 182
65.3%
1 / 161
128.3%
1 / 138
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES-2.7%
1 / 7
14.9%
4 / 7
62.9%
2 / 5
88.7%
3 / 5
Aberdeen New Ind IT PLC
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES-5.9%
5 / 7
9.7%
6 / 7
26.9%
6 / 7
89.3%
5 / 7
Pacific Assets Trust plc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES-
1 / 15
9.5%
10 / 15
35.2%
11 / 15
88%
5 / 15
Schroder Oriental Inc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES-3.5%
10 / 15
8.5%
11 / 15
43.2%
7 / 15
56.2%
9 / 15
Scot Oriental SmCo
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES-6.8%
15 / 15
7.3%
13 / 15
21.3%
14 / 15
27.4%
13 / 15
Fd Asn Valu PLC
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES-4.3%
13 / 15
6%
15 / 15
59.3%
6 / 15
95.5%
4 / 15
Stewart Investors AsiaPacLdr
UT Specialist
View Factsheet
ASIA EQUITIES-4.1%
62 / 111
4%
53 / 105
27.9%
39 / 101
52.9%
24 / 88
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-4.4%
28 / 60
3.8%
54 / 59
-
-
-
-
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-7.7%
99 / 111
3.3%
58 / 105
41.7%
21 / 101
104.6%
5 / 88
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-5.9%
177 / 185
-3.9%
179 / 182
22.7%
106 / 161
49.7%
46 / 138
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-2.3%
-
24.7%
-
62.9%
-
85%
-
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-1.5%
2 / 2
23.2%
1 / 2
78.7%
1 / 2
44.3%
1 / 2
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-2.1%
21 / 61
16%
27 / 57
50.9%
16 / 52
62.7%
5 / 45
BlkRck Frontiers Inv Trst
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-3%
5 / 11
15.4%
6 / 10
61.3%
1 / 10
104.1%
1 / 9
JPM GblEM Inc Tst plc
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-4.6%
8 / 11
14.3%
7 / 10
25.3%
8 / 10
27%
7 / 9
Utilico Emg Mkts
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-2.5%
3 / 11
10%
8 / 10
29.2%
7 / 10
40%
3 / 9
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-3.3%
-
9.1%
-
42.2%
-
72.1%
-
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS-1.6%
29 / 111
8.8%
20 / 105
50.2%
8 / 101
2.9%
70 / 88
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS1.5%
2 / 111
6.9%
33 / 105
56.8%
7 / 101
8.9%
64 / 88
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS-5.1%
77 / 111
6.3%
38 / 105
27.8%
40 / 101
57%
20 / 88
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS-2.4%
45 / 111
3.6%
56 / 105
43.5%
20 / 101
10.4%
63 / 88
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-3.5%
9 / 12
-2.4%
8 / 11
33.2%
1 / 10
41.2%
1 / 10
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-5%
12 / 12
-6%
9 / 11
24.3%
4 / 10
30.9%
2 / 10
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-2.3%
3 / 4
40.1%
1 / 4
130.2%
1 / 4
229.5%
1 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES-6.2%
7 / 8
31.4%
1 / 8
51.9%
1 / 8
103%
4 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-2.7%
4 / 4
24.6%
4 / 4
52.1%
4 / 4
117.5%
3 / 4
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES-1.7%
2 / 8
22.8%
2 / 8
44.3%
5 / 8
113.4%
1 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES1.8%
1 / 104
19.6%
8 / 97
83.6%
2 / 87
136.5%
1 / 80
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-4.7%
12 / 12
19.4%
7 / 12
67.2%
7 / 11
128.1%
4 / 11
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-2.3%
6 / 104
15.7%
20 / 97
100.5%
1 / 87
128.7%
2 / 80
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-3.7%
30 / 104
15.1%
26 / 97
51.8%
12 / 87
85.8%
15 / 80
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES0.6%
1 / 8
12.9%
8 / 8
39.2%
7 / 8
110.6%
2 / 8
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-5.4%
97 / 104
11.9%
65 / 97
38%
48 / 87
76.1%
23 / 80
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS2%
2 / 27
14.2%
3 / 26
28%
2 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-1%
196 / 346
9.9%
18 / 309
24.2%
3 / 238
52.5%
2 / 184
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS-1.3%
55 / 99
4.7%
23 / 88
17.4%
10 / 67
30%
6 / 49
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-2.1%
63 / 69
0.6%
32 / 65
17.3%
12 / 54
27.6%
5 / 50
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-1.4%
-
-0.8%
-
5.4%
-
9.7%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-1.3%
36 / 69
-5.6%
62 / 65
17.2%
13 / 54
19.2%
20 / 50
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME-3.6%
12 / 22
19.8%
6 / 22
53%
9 / 22
93.1%
11 / 22
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-5.1%
6 / 7
12.2%
3 / 7
66.5%
1 / 7
82.1%
4 / 7
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2.6%
1 / 7
10.4%
5 / 7
43.6%
4 / 7
91.1%
3 / 7
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-3.6%
3 / 7
9.5%
6 / 7
35.6%
7 / 7
38.7%
7 / 7
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-4.7%
29 / 53
6.9%
10 / 48
39.5%
6 / 37
80.9%
4 / 29
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME-1.6%
74 / 505
6.5%
313 / 486
35.8%
65 / 392
78.7%
48 / 303
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-4.7%
163 / 272
4.8%
186 / 248
39.7%
86 / 222
62.2%
131 / 199
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-5.1%
36 / 53
4.2%
25 / 48
35.6%
16 / 37
87.2%
2 / 29
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-5.3%
40 / 53
3.5%
30 / 48
34.5%
19 / 37
69.9%
14 / 29
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-3.6%
7 / 53
2.6%
36 / 48
42.6%
3 / 37
72.8%
9 / 29
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-4.6%
26 / 53
0.4%
44 / 48
33.1%
21 / 37
76%
6 / 29
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-2.2%
6 / 22
32%
3 / 22
84.2%
5 / 22
192.8%
3 / 22
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-2.6%
8 / 22
30.2%
4 / 22
98%
3 / 22
140.6%
5 / 22
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.4%
29 / 505
23.6%
38 / 486
75.7%
2 / 392
142.8%
2 / 303
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH-2.3%
7 / 22
18.5%
8 / 22
49.1%
11 / 22
107.7%
7 / 22
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH-0.9%
7 / 272
17.4%
13 / 248
65.1%
3 / 222
109%
10 / 199
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH-2.6%
26 / 272
16.2%
18 / 248
73.3%
2 / 222
146.2%
1 / 199
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH-1.8%
93 / 505
16.1%
160 / 486
66.8%
3 / 392
131.2%
4 / 303
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH-5.2%
17 / 22
14.7%
10 / 22
42.9%
15 / 22
106.1%
9 / 22
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH-2.3%
-
13.7%
-
47.8%
-
91.6%
-
Janus Henderson GlGt
UT Global
View Factsheet
GLOBAL GROWTH-1.5%
8 / 272
13.6%
25 / 248
58.6%
8 / 222
128.2%
4 / 199
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-6.1%
18 / 22
11.9%
12 / 22
56.6%
8 / 22
106.9%
8 / 22
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-1.8%
92 / 505
11.2%
239 / 486
54.7%
8 / 392
124.6%
5 / 303
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH-5.6%
244 / 272
10.7%
40 / 248
49.2%
26 / 222
104.5%
13 / 199
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH-4.6%
132 / 272
9.3%
56 / 248
55.1%
14 / 222
111.3%
8 / 199
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH-3.6%
52 / 272
8.2%
79 / 248
56.2%
12 / 222
130.5%
3 / 199
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH-4.1%
87 / 272
7.7%
93 / 248
45.4%
40 / 222
77.6%
61 / 199
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH-6.2%
20 / 22
6.8%
19 / 22
45.4%
12 / 22
71%
19 / 22
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH-3.6%
55 / 272
6.4%
135 / 248
43.4%
51 / 222
79.4%
54 / 199
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH-6.7%
21 / 22
5.9%
20 / 22
44.2%
13 / 22
92.5%
12 / 22
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH-5.1%
208 / 272
2.3%
221 / 248
37.2%
103 / 222
73.3%
75 / 199
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH-4.6%
133 / 272
1%
229 / 248
36.9%
106 / 222
72.9%
79 / 199
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH-5.2%
456 / 505
-0.4%
443 / 486
38.8%
46 / 392
85.2%
30 / 303
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-
2 / 4
46.6%
2 / 4
189%
1 / 4
301.8%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES1.3%
1 / 47
39.5%
1 / 44
161.4%
1 / 40
304%
1 / 37
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES-3.4%
1 / 5
36.9%
1 / 5
113.8%
1 / 4
245.8%
1 / 4
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES1.1%
1 / 110
26.7%
12 / 109
103.3%
2 / 93
149.3%
3 / 81
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-3.6%
2 / 47
21.5%
4 / 44
79.6%
4 / 40
154.2%
3 / 37
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-6.6%
26 / 47
16.6%
7 / 44
81.7%
3 / 40
155.4%
2 / 37
LF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES-6.9%
36 / 47
10%
19 / 44
66.7%
6 / 40
114.8%
7 / 37
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-6.9%
3 / 3
6.7%
3 / 3
76%
3 / 3
163.6%
3 / 3
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK-5.1%
15 / 25
24.9%
1 / 25
28.8%
7 / 25
61%
7 / 25
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-3.4%
74 / 293
12.3%
4 / 282
40.6%
3 / 242
85.6%
1 / 223
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-4.1%
165 / 266
7%
69 / 247
39.4%
12 / 213
76%
4 / 183
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-3.3%
53 / 293
6.8%
48 / 282
27.4%
33 / 242
49.8%
46 / 223
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-4.8%
228 / 266
6.8%
73 / 247
29.8%
48 / 213
66.8%
21 / 183
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-3.5%
83 / 293
6.4%
62 / 282
31%
18 / 242
65.4%
6 / 223
Janus Henderson Inst GblRsMg
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-3.7%
113 / 293
6.2%
66 / 282
22.2%
103 / 242
59.1%
14 / 223
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-3.7%
9 / 16
5.2%
11 / 16
36%
7 / 15
81.9%
2 / 15
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-5%
237 / 266
4.9%
130 / 247
35.9%
18 / 213
75.6%
5 / 183
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-4.8%
16 / 27
1.5%
21 / 27
16.4%
16 / 24
52.6%
3 / 22
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-5%
254 / 293
-2.2%
279 / 282
7.9%
236 / 242
31.6%
187 / 223
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-3.4%
8 / 16
9.7%
7 / 16
38.3%
5 / 15
72.9%
4 / 15
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK-1.8%
49 / 111
8.6%
6 / 106
3%
59 / 82
20.9%
16 / 56
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-3.1%
121 / 212
7.8%
6 / 202
25.3%
5 / 177
54.3%
2 / 154
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK-2.2%
3 / 27
6%
4 / 27
28.6%
2 / 24
51.6%
4 / 22
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-2.6%
67 / 212
4.1%
60 / 202
16.4%
62 / 177
43.9%
10 / 154
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-1.6%
5 / 16
2.1%
12 / 16
18.4%
12 / 15
15.4%
14 / 15
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK-2.5%
51 / 89
1.5%
47 / 83
13%
11 / 57
30.1%
7 / 51
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK-2.3%
62 / 78
-0.7%
65 / 76
2.1%
44 / 64
11.9%
32 / 52
TR Property IT plc
IT Property Securities
View Factsheet
PROPERTY-4.3%
1 / 1
33.4%
1 / 1
34.1%
1 / 1
143.1%
1 / 1
Picton Prop Inc Ltd
IT Property Direct - UK
View Factsheet
PROPERTY0.5%
5 / 13
10.7%
7 / 11
38.8%
1 / 9
175.5%
1 / 6
F&C Commercial Property
IT Property Direct - UK
View Factsheet
PROPERTY2.1%
3 / 13
9.2%
8 / 11
11.8%
9 / 9
73.7%
5 / 6
L&G UK Property
UT Property
View Factsheet
PROPERTY0.1%
22 / 49
8.1%
12 / 49
20.7%
11 / 47
49.7%
10 / 40
Kames Property Income
UT Property
View Factsheet
PROPERTY-0.1%
27 / 49
6.3%
23 / 49
20.1%
14 / 47
-
-
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-4.9%
41 / 49
-6.6%
43 / 49
13.2%
25 / 47
40.8%
16 / 40
Syncona Limited
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-6.1%
6 / 6
46.2%
1 / 6
82.5%
1 / 5
112.8%
4 / 5
Polar Cap Tech Tst PLC
IT Tech, Media & Telecomm
View Factsheet
SPECIALIST-3.7%
2 / 2
24.6%
2 / 2
96.9%
2 / 2
191%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST-2.3%
-
15.9%
-
93.4%
-
186.5%
-
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST-5.2%
3 / 3
15.7%
1 / 3
71.4%
1 / 2
127%
1 / 2
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST-1.9%
37 / 111
15.5%
6 / 105
47.1%
12 / 101
79.3%
11 / 88
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST-0.5%
14 / 111
11.6%
11 / 105
45.6%
14 / 101
52.4%
25 / 88
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST-6.8%
91 / 111
11.6%
12 / 105
44.7%
17 / 101
124.2%
2 / 88
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST1.9%
3 / 23
11.5%
10 / 23
47.6%
13 / 22
103.8%
10 / 22
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-3.2%
6 / 7
10.6%
1 / 6
34.9%
2 / 6
-
-
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-5.2%
4 / 6
8%
2 / 6
40%
2 / 5
180%
2 / 5
BlackRock World Mining IT
IT Commodities & Natural Resources
View Factsheet
SPECIALIST-5.1%
6 / 9
5.8%
3 / 9
46.8%
2 / 9
-11.2%
1 / 7
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-1.9%
36 / 111
5.6%
43 / 105
11.8%
78 / 101
158.9%
1 / 88
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-1%
1 / 6
5%
3 / 6
34.3%
3 / 5
199.6%
1 / 5
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST-2.3%
17 / 31
4%
22 / 30
25.2%
3 / 27
142.6%
1 / 23
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-3.8%
3 / 7
3.2%
2 / 7
27%
2 / 6
51.9%
3 / 6
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST-6.5%
-
3%
-
44.4%
-
70.7%
-
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-0.7%
3 / 11
1.6%
10 / 11
55.5%
2 / 11
110.9%
1 / 10
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST-4.2%
20 / 23
0%
18 / 23
44.5%
14 / 22
117.3%
4 / 22
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-6.8%
93 / 111
-16.1%
98 / 105
29.4%
38 / 101
-21.1%
80 / 88
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS-1%
2 / 17
11.5%
1 / 17
28.8%
1 / 16
64.3%
1 / 15
Royal London Stg ExYdBd
FO Fixed Int - GBP High Yield
View Factsheet
STERLING BONDS-1.5%
5 / 5
9.8%
1 / 4
26.6%
1 / 4
49.6%
1 / 1
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS-1.3%
16 / 23
7.5%
2 / 23
26.5%
1 / 23
46.4%
1 / 21
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-2.1%
55 / 97
6.8%
2 / 96
15.4%
6 / 85
37.2%
8 / 76
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-1.5%
47 / 85
6.3%
6 / 81
16.4%
4 / 75
37.9%
3 / 67
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-1.4%
44 / 85
5.9%
8 / 81
12.5%
20 / 75
29.2%
13 / 67
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-1.3%
37 / 85
5.6%
10 / 81
17.3%
2 / 75
36.3%
4 / 67
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-1.8%
60 / 85
5.3%
12 / 81
13.9%
11 / 75
33.7%
7 / 67
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-2.3%
78 / 97
2.4%
63 / 96
10.4%
39 / 85
29.5%
24 / 76
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.9%
17 / 85
2.1%
54 / 81
11%
29 / 75
23.9%
32 / 67
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-
2 / 25
13.5%
6 / 25
40.3%
2 / 25
89.9%
2 / 25
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-6.1%
59 / 99
13.4%
2 / 94
38.4%
2 / 84
90%
2 / 78
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.9%
7 / 25
13%
7 / 25
37.2%
3 / 25
87.4%
3 / 25
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME-5.4%
35 / 80
11.4%
10 / 76
37.7%
9 / 65
73%
5 / 49
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-4.5%
41 / 278
8%
65 / 275
35.3%
29 / 258
78.2%
18 / 243
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.4%
3 / 25
7.8%
10 / 25
24.6%
9 / 25
60.8%
8 / 25
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-3.8%
8 / 99
6.5%
18 / 94
22%
14 / 84
72.7%
4 / 78
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-4.9%
18 / 99
5.7%
23 / 94
21.3%
21 / 84
71.1%
9 / 78
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-5.8%
18 / 25
5.4%
14 / 25
17.2%
16 / 25
51.6%
12 / 25
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-6%
57 / 99
4.6%
36 / 94
23.8%
12 / 84
60.5%
15 / 78
Janus Henderson UKRsInc
UT UK All Companies
View Factsheet
UK EQUITY INCOME-5.6%
143 / 278
4.2%
167 / 275
17.3%
166 / 258
59.5%
75 / 243
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-3.6%
7 / 99
4.1%
40 / 94
15.1%
57 / 84
47.8%
46 / 78
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-6.3%
74 / 99
3.5%
50 / 94
23.8%
11 / 84
60.9%
14 / 78
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-6%
20 / 25
1.8%
22 / 25
19.5%
12 / 25
51.7%
11 / 25
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-4.2%
10 / 99
1.4%
70 / 94
17.2%
46 / 84
55.5%
20 / 78
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-5.8%
47 / 99
-0.2%
81 / 94
16.3%
53 / 84
57.6%
19 / 78
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-7.4%
268 / 278
-2.9%
269 / 275
4%
255 / 258
42.4%
150 / 243
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-6.7%
90 / 99
-3.6%
93 / 94
8.4%
78 / 84
38.3%
64 / 78
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH-2.4%
9 / 278
21.1%
7 / 275
57.8%
8 / 258
99%
10 / 243
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-2.2%
6 / 278
19.6%
10 / 275
64.6%
6 / 258
131.4%
2 / 243
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH-4.8%
7 / 15
19.5%
3 / 15
47.3%
4 / 14
98.3%
4 / 13
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH-3.1%
6 / 80
19.4%
2 / 76
71.4%
2 / 65
142%
2 / 49
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH-3.5%
17 / 278
18.4%
11 / 275
42.8%
15 / 258
112.3%
5 / 243
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH-4.8%
55 / 278
16.1%
15 / 275
66.2%
4 / 258
123%
3 / 243
LF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH-5%
70 / 278
11.6%
33 / 275
43.5%
13 / 258
-
-
LF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH-3.6%
19 / 278
11.5%
34 / 275
35.6%
28 / 258
85.7%
16 / 243
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH-6.5%
11 / 15
10%
8 / 15
52.6%
3 / 14
108.2%
3 / 13
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-5.1%
73 / 278
8.8%
51 / 275
34.4%
33 / 258
88.6%
12 / 243
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-5.3%
105 / 278
8.6%
55 / 275
37.7%
22 / 258
76.1%
21 / 243
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH-4.1%
27 / 278
8.6%
56 / 275
26.3%
72 / 258
75.9%
24 / 243
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH-4.9%
61 / 278
7.7%
68 / 275
27.5%
66 / 258
87.9%
14 / 243
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-1.6%
3 / 80
7.2%
20 / 76
38%
8 / 65
76.2%
4 / 49
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH-5.6%
141 / 278
5.3%
119 / 275
33.6%
37 / 258
62.4%
61 / 243
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH-5.9%
194 / 278
4.6%
146 / 275
23.5%
89 / 258
61.4%
65 / 243
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-7.6%
15 / 15
2.5%
11 / 15
22.2%
9 / 14
79.1%
6 / 13
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH-5.7%
83 / 111
-1.4%
83 / 105
14.2%
73 / 101
43.9%
29 / 88
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES-2.3%
-
33.2%
-
115.7%
-
190.7%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2.3%
9 / 19
27.6%
5 / 17
78.3%
4 / 16
137.4%
5 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2.5%
7 / 50
23.1%
4 / 48
86.9%
2 / 47
140.2%
5 / 46
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.8%
5 / 50
22.4%
7 / 48
66.8%
10 / 47
105.8%
21 / 46
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.9%
20 / 50
21.6%
8 / 48
77.4%
6 / 47
128.5%
11 / 46
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.5%
12 / 19
20.5%
8 / 17
62.4%
8 / 16
135.7%
6 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.5%
16 / 50
19.4%
16 / 48
74.5%
8 / 47
129.6%
10 / 46
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2.7%
10 / 19
17%
9 / 17
20.9%
15 / 16
144.8%
2 / 15
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.6%
13 / 19
16.1%
10 / 17
68.7%
7 / 16
141.1%
4 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES2.3%
1 / 19
7.8%
15 / 17
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES-3.5%
29 / 87
6.5%
24 / 83
57.3%
5 / 77
148.6%
2 / 64
The NthAmrcn InTstplc
IT North America
View Factsheet
US EQUITIES-5.5%
4 / 6
5.2%
3 / 6
64%
1 / 5
103.4%
2 / 5
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-5.4%
7 / 8
2.9%
2 / 7
57.4%
2 / 7
-
-
Middlefield Cndn Inc Tst
IT North America
View Factsheet
US EQUITIES-1.3%
1 / 6
0.6%
5 / 6
22%
5 / 5
18.7%
5 / 5
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES-4.3%
56 / 87
-0.5%
71 / 83
40.5%
61 / 77
105.1%
38 / 64
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-5.7%
81 / 87
-2.5%
76 / 83
47%
35 / 77
111%
23 / 64
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-7.4%
87 / 87
-2.7%
78 / 83
54.3%
12 / 77
113.8%
17 / 64
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-6.5%
3 / 3
-3%
2 / 3
54.4%
1 / 3
139.9%
1 / 3
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-4.9%
68 / 87
-4.1%
80 / 83
37%
68 / 77
111.8%
22 / 64
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-5.6%
44 / 45
-4.4%
40 / 42
42.7%
5 / 32
92.7%
8 / 28
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