Investment funds in Mixed Investment 40-85% Shares

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
S&W Acacia
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-0.3%
55 / 286
22.7%
1 / 276
44.3%
5 / 241
93.9%
2 / 210
0.51%
MFM Hathaway
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2.2%
2 / 286
20.4%
2 / 276
45.6%
3 / 241
87.1%
4 / 210
1.58%
M&G Episode Growth
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2%
3 / 286
20.2%
3 / 276
27.4%
86 / 241
59.7%
43 / 210
0.97%
S&W Ourax
View Factsheet
-0.2%
47 / 286
18.3%
4 / 276
37.2%
11 / 241
65.1%
26 / 210
0.91%
Aberdeen Divfd Cre Advntr
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1.7%
5 / 286
18%
5 / 276
-
-
-
-
0.45%
Rathbone Sussex Growth
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-0.3%
53 / 286
17.3%
6 / 276
38.1%
10 / 241
72.8%
10 / 210
1.33%
Premier Diversified
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-0.5%
81 / 286
17.1%
7 / 276
36.5%
14 / 241
54.8%
79 / 210
0.67%
S&W Pityoulish
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-1.1%
175 / 286
17%
8 / 276
36.2%
15 / 241
65.3%
25 / 210
1.34%
CF Seneca Diversified Growth
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-0.6%
88 / 286
16.4%
9 / 276
29%
63 / 241
56.9%
62 / 210
1.28%
HSBC Wld Seltn Advntr Pfl
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0.4%
17 / 286
16.1%
10 / 276
-
-
-
-
0.8%
VT MA DRP VIII
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-1.7%
257 / 286
16.1%
11 / 276
23.2%
158 / 241
33%
200 / 210
0.51%
Practical Investment
View Factsheet
-0.1%
38 / 286
15.6%
12 / 276
26.3%
102 / 241
70.2%
15 / 210
1.16%
Old Mutual Fdtn 5
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-0.3%
57 / 286
15.3%
13 / 276
30.3%
48 / 241
-
-
0.79%
S&W The Touchstone
View Factsheet
-
30 / 286
14.8%
14 / 276
25.4%
116 / 241
-
-
1.41%
Omnis Mgd Adven
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-1.5%
243 / 286
14.7%
15 / 276
39.3%
8 / 241
75.7%
6 / 210
0.91%
SVS TPI Aggressive 1
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-0.7%
109 / 286
14.5%
16 / 276
-
-
-
-
1.08%
SVS TPI Aggressive 6
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0.3%
21 / 286
14.4%
17 / 276
-
-
-
-
0.6%
Scot Wid Advn Gth
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-0.8%
123 / 286
14.2%
18 / 276
28.8%
68 / 241
58.9%
51 / 210
1.75%
Omnis MM Adven
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-1.2%
213 / 286
14%
19 / 276
33.3%
24 / 241
67.2%
21 / 210
1.46%
Rathbone Sherwood
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-0.6%
89 / 286
14%
20 / 276
33.3%
25 / 241
60.6%
39 / 210
1.22%
Baillie Gifford Managed
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-0.9%
144 / 286
14%
21 / 276
39%
9 / 241
73.7%
8 / 210
0.45%
MGTS Greystone Bal Managed
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-0.8%
117 / 286
14%
22 / 276
33.1%
27 / 241
60.3%
41 / 210
1.73%
S&W Blu-Frog Investment
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0.2%
26 / 286
13.9%
23 / 276
35.6%
17 / 241
68.3%
18 / 210
1.1%
S&W MF
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-0.8%
122 / 286
13.7%
24 / 276
35.5%
18 / 241
61.7%
34 / 210
1.41%
Royal London Sus Wrld Trst
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-0.5%
84 / 286
13.7%
25 / 276
45.8%
2 / 241
94%
1 / 210
0.78%
Barclays Wealth Gbl Mkts 4
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-0.5%
78 / 286
13.6%
26 / 276
21.1%
186 / 241
40.1%
173 / 210
0.45%
HSBC Gbl Strat Dyn Pfl
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-0.4%
71 / 286
13.5%
27 / 276
42.1%
6 / 241
74%
7 / 210
0.21%
Zurich Horizon Multi-Asset IV
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-0.7%
105 / 286
13.5%
28 / 276
39.8%
7 / 241
-
-
0.8%
CF New Grande Motte
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0.4%
15 / 286
13.4%
29 / 276
33.8%
22 / 241
61.7%
35 / 210
1.14%
CF Greenmount
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-1.1%
181 / 286
13.4%
30 / 276
22.8%
162 / 241
46.6%
136 / 210
1.3%
Man GLG Balanced Managed
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-0.7%
107 / 286
13.3%
31 / 276
22.1%
175 / 241
59.1%
49 / 210
0.9%
Neptune Balanced
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-0.9%
147 / 286
13.3%
32 / 276
24.4%
134 / 241
48.3%
122 / 210
0.82%
CF Navajo
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-2.6%
283 / 286
13.3%
33 / 276
28.9%
65 / 241
59.6%
44 / 210
1.48%
OM Cirilium Moderate Pf
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-0.9%
142 / 286
13.2%
34 / 276
31.6%
38 / 241
69.5%
16 / 210
1.24%
TM Levitas A
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-1.1%
196 / 286
13.2%
35 / 276
29.8%
52 / 241
52.6%
-
1.55%
Old Mutual Fdtn 4
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-0.1%
37 / 286
13.2%
36 / 276
26.4%
100 / 241
-
-
0.8%
Premier MultiAsset Gth & Inc
View Factsheet
-1%
157 / 286
13.2%
37 / 276
37.1%
12 / 241
81.2%
5 / 210
1.6%
Liontrust SF Managed
View Factsheet
-0.6%
97 / 286
13.1%
38 / 276
37%
13 / 241
72.6%
11 / 210
0.85%
Stan Life Inv Gbl Advtg
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-1.3%
221 / 286
13%
39 / 276
28.7%
69 / 241
61.5%
36 / 210
0.66%
SVS TPI Growth 6
View Factsheet
-
30 / 286
13%
40 / 276
-
-
-
-
0.6%
VT MA DRP VII
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-1.8%
265 / 286
12.9%
41 / 276
20.4%
197 / 241
43.7%
155 / 210
0.29%
Premier Liberation VI
View Factsheet
-0.9%
138 / 286
12.9%
42 / 276
32.5%
32 / 241
66.1%
23 / 210
1.44%
F&C MM Navigator Progressive
View Factsheet
-1.4%
234 / 286
12.9%
43 / 276
31.4%
40 / 241
68.1%
20 / 210
1.79%
The Hendom
View Factsheet
-0.2%
45 / 286
12.8%
44 / 276
24.5%
128 / 241
47.3%
128 / 210
1.43%
Sarasin FoF-Gbl Div Grw
View Factsheet
-0.1%
43 / 286
12.7%
45 / 276
-
-
-
-
1.39%
Barclays Growth Portfolio
View Factsheet
1.3%
7 / 286
12.7%
46 / 276
16.3%
227 / 241
42.7%
163 / 210
-
IFSL James Hambro Rires
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-1.2%
199 / 286
12.6%
47 / 276
30.5%
44 / 241
57.4%
60 / 210
1.36%
OM Cirilium Dynamic Pass Pf
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-1.9%
269 / 286
12.5%
48 / 276
35.4%
19 / 241
-
-
0.6%
IFSL James Hambro Harrier Cap Gth
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-1.3%
228 / 286
12.5%
49 / 276
28.8%
66 / 241
-
-
1.5%
Sand Aire First Ilona Bal Cap
View Factsheet
-1.2%
201 / 286
12.4%
50 / 276
25.5%
115 / 241
46.8%
132 / 210
1.11%
BlackRock Charifaith ComInv
View Factsheet
-0.6%
90 / 286
12.4%
51 / 276
27.1%
90 / 241
54.3%
82 / 210
-
SVS TPI Growth 2
View Factsheet
-0.8%
114 / 286
12.3%
52 / 276
-
-
-
-
1.07%
S&W Marathon
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-1.6%
245 / 286
12.3%
53 / 276
28.1%
76 / 241
55.4%
73 / 210
0.99%
Marks & Spencer Worldwide Mgd
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-1.4%
237 / 286
12.2%
54 / 276
32.5%
33 / 241
60.9%
38 / 210
1.43%
HC Sequel Gbl Trg Inc Str
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0.5%
13 / 286
12.2%
55 / 276
28.4%
72 / 241
68.4%
17 / 210
1.58%
CF New Floco
View Factsheet
-2.7%
285 / 286
12.2%
56 / 276
45.2%
4 / 241
89.8%
3 / 210
0.88%
Scot Wid Advn Sol
View Factsheet
-1.7%
258 / 286
12.1%
57 / 276
27%
91 / 241
58.1%
-
1.35%
CF New Viaduct
View Factsheet
-1.9%
268 / 286
12.1%
58 / 276
33.8%
23 / 241
73%
9 / 210
1.23%
MI Hawksmoor Dist
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-0.3%
63 / 286
12%
59 / 276
29.5%
56 / 241
68.2%
19 / 210
1.72%
Aviva Inv MM 40-85% shares
View Factsheet
-1.1%
195 / 286
11.9%
60 / 276
30.4%
46 / 241
58.3%
54 / 210
1.49%
Scot Wid Stgc Gth Pfl
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-0.9%
146 / 286
11.8%
61 / 276
25.9%
110 / 241
51.6%
103 / 210
1.57%
S&W Sylvan Hornbeam
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-0.5%
86 / 286
11.8%
62 / 276
24.5%
132 / 241
54.9%
78 / 210
0.64%
S&W Brighton Rock
View Factsheet
-0.7%
110 / 286
11.8%
63 / 276
32.4%
34 / 241
58.3%
55 / 210
1.53%
HC Sequel Bal Tgt Rtn Strtgy
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-0.3%
59 / 286
11.8%
64 / 276
19.9%
200 / 241
-
-
1.83%
IFSL James Hambro Master
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-1.6%
250 / 286
11.7%
65 / 276
27.7%
83 / 241
55.8%
71 / 210
1%
CF Circus
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-2.4%
282 / 286
11.7%
66 / 276
24.6%
126 / 241
44.3%
149 / 210
1.21%
Scot Wid Progressive Growth
View Factsheet
-0.6%
91 / 286
11.7%
67 / 276
24.3%
135 / 241
50.2%
112 / 210
1.77%
Orbis Gbl Bal
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-1.1%
198 / 286
11.7%
68 / 276
47.1%
1 / 241
-
-
-
JPM Balanced Managed
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2.3%
1 / 286
11.7%
69 / 276
20.9%
190 / 241
65.1%
-
0.83%
IFSL James Hambro Barnham Broom
View Factsheet
-1.3%
229 / 286
11.7%
70 / 276
30%
51 / 241
-
-
1.48%
Scot Wid IPS Growth Portfolio
View Factsheet
-0.9%
130 / 286
11.7%
71 / 276
29.3%
60 / 241
60.7%
-
0.9%
HL MMgrBalMgd
View Factsheet
-1.6%
253 / 286
11.6%
72 / 276
31.4%
39 / 241
63.6%
28 / 210
-
Royal London GMAP Adventurous
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0.5%
14 / 286
11.6%
73 / 276
-
-
-
-
0.59%
IFSL James Hambro Penrhos
View Factsheet
-1.5%
240 / 286
11.6%
74 / 276
27.5%
85 / 241
51.1%
108 / 210
1.89%
Sentinel Unvrsl Prtflo
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-0.6%
94 / 286
11.6%
75 / 276
31.4%
42 / 241
59.4%
46 / 210
1.24%
S&W Gloucester
View Factsheet
0.4%
16 / 286
11.5%
76 / 276
26.6%
98 / 241
47.7%
127 / 210
0.86%
S&W Headway
View Factsheet
0.3%
20 / 286
11.5%
77 / 276
24.2%
140 / 241
40.6%
170 / 210
1.82%
Sand Aire First Ilona LgTm Cap
View Factsheet
-1.6%
247 / 286
11.4%
78 / 276
26.2%
105 / 241
52.7%
91 / 210
1.1%
CF The Abbotsford
View Factsheet
-0.9%
135 / 286
11.4%
79 / 276
27.2%
89 / 241
57%
61 / 210
1.18%
IFSL Brooks Macdd Bal
View Factsheet
-1%
156 / 286
11.4%
80 / 276
23.7%
148 / 241
46.6%
135 / 210
1.28%
TM Balanced
View Factsheet
-2.3%
278 / 286
11.4%
81 / 276
27.9%
79 / 241
56.4%
67 / 210
1.28%
Aberdeen MMgr Bal Mgd Pfl
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-1.6%
249 / 286
11.4%
82 / 276
26.1%
107 / 241
54.9%
77 / 210
1.39%
PUTM Growth
View Factsheet
-0.5%
82 / 286
11.3%
83 / 276
27.2%
87 / 241
60.5%
40 / 210
0.19%
The Buckingham
View Factsheet
-1.7%
259 / 286
11.3%
84 / 276
17.9%
219 / 241
34.8%
196 / 210
1.31%
Scot Wid Dyn Sol
View Factsheet
-1.5%
242 / 286
11.2%
85 / 276
24%
141 / 241
52.4%
-
1.38%
Vanguard LifeStrategy80%Equi
View Factsheet
-1.1%
193 / 286
11.2%
86 / 276
36%
16 / 241
71%
13 / 210
0.22%
Carvetian Andromeda Growth
View Factsheet
-1.6%
244 / 286
11.1%
87 / 276
25%
122 / 241
48.2%
124 / 210
1.2%
Barclays Dividend & Growth
View Factsheet
1.1%
8 / 286
11.1%
88 / 276
19.3%
204 / 241
45.7%
142 / 210
-
UBS Global Allocation UK
View Factsheet
-1%
159 / 286
11.1%
89 / 276
21.6%
182 / 241
52.8%
90 / 210
0.81%
Invesco Perp Managed Income
View Factsheet
-0.8%
115 / 286
11.1%
90 / 276
29%
64 / 241
72%
12 / 210
1.08%
Vanguard Tgt Retm 2055
View Factsheet
-1.1%
189 / 286
11%
91 / 276
-
-
-
-
0.24%
BlackRock Armed Frcs Com Inv
View Factsheet
-0.1%
40 / 286
11%
92 / 276
30.5%
45 / 241
58.1%
56 / 210
-
Close Managed Balanced
View Factsheet
-1%
160 / 286
10.9%
93 / 276
26.7%
94 / 241
51%
109 / 210
1.14%
BlackRock Bal Managed
View Factsheet
-0.1%
42 / 286
10.9%
94 / 276
22.2%
173 / 241
44.2%
150 / 210
1.55%
Vanguard Tgt Retm 2045
View Factsheet
-1.1%
191 / 286
10.9%
95 / 276
-
-
-
-
0.24%
Vanguard Tgt Retm 2050
View Factsheet
-1.2%
215 / 286
10.9%
96 / 276
-
-
-
-
0.24%
CF OHP
View Factsheet
-3%
286 / 286
10.9%
97 / 276
31.4%
41 / 241
52.3%
96 / 210
1.37%
BlackRock Bal Growth Pfl
View Factsheet
-1.2%
202 / 286
10.9%
98 / 276
23.3%
154 / 241
46.1%
140 / 210
0.97%
S&W Pendennis
View Factsheet
-1.6%
254 / 286
10.9%
99 / 276
27%
92 / 241
59%
50 / 210
0.79%
Invesco Perp Gbl Bal Ind
View Factsheet
-0.8%
116 / 286
10.8%
100 / 276
28.2%
74 / 241
65.5%
24 / 210
0.7%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
-0.5%
83 / 286
10.7%
101 / 276
25.7%
111 / 241
45.9%
141 / 210
0.85%
Liontrust SF Caut Mngd
View Factsheet
-0.4%
70 / 286
10.7%
102 / 276
31.7%
37 / 241
-
-
1.05%
VT MA DRP VI
View Factsheet
-1.9%
266 / 286
10.7%
103 / 276
22.7%
165 / 241
-
-
0.28%
Close Balanced Portfolio
View Factsheet
-0.2%
51 / 286
10.7%
104 / 276
21.9%
177 / 241
45.7%
143 / 210
0.89%
Vanguard Tgt Retm 2040
View Factsheet
-1.1%
186 / 286
10.6%
105 / 276
-
-
-
-
0.24%
7IM Moderately Adventurous
View Factsheet
-0.1%
41 / 286
10.6%
106 / 276
23.3%
155 / 241
56.5%
64 / 210
1.35%
Omnis Mgd Bal
View Factsheet
-1.6%
246 / 286
10.6%
107 / 276
31.8%
36 / 241
62.2%
32 / 210
0.87%
IFSL TlyBtnGlAgGP
View Factsheet
1.7%
4 / 286
10.6%
108 / 276
-
-
-
-
-
S&W Millbank East River
View Factsheet
-1.1%
183 / 286
10.6%
109 / 276
28.1%
75 / 241
50.1%
114 / 210
1.42%
Marlborough Balanced
View Factsheet
-1.2%
208 / 286
10.5%
110 / 276
29.6%
55 / 241
54.3%
83 / 210
1.75%
L&G MM Balanced Trust
View Factsheet
-1.2%
216 / 286
10.5%
111 / 276
21.1%
188 / 241
33.9%
199 / 210
1.44%
Courtiers TR Balanced Risk
View Factsheet
0.7%
11 / 286
10.5%
112 / 276
28.3%
73 / 241
62.4%
31 / 210
-
TM UBSUKGbl Growth
View Factsheet
-0.9%
134 / 286
10.5%
113 / 276
26.3%
101 / 241
52.5%
95 / 210
1.9%
CF PruDy40-80Pf
View Factsheet
-1.1%
184 / 286
10.5%
114 / 276
24.3%
137 / 241
51.9%
100 / 210
1.58%
Zurich Hrzn MA III
View Factsheet
-0.8%
125 / 286
10.5%
115 / 276
33%
29 / 241
-
-
0.81%
Scot Wid Progressive Pfl
View Factsheet
-1.2%
211 / 286
10.4%
116 / 276
28.1%
77 / 241
59.3%
47 / 210
2%
S&W Lancaster
View Factsheet
-1.8%
262 / 286
10.4%
117 / 276
23.4%
152 / 241
39.7%
177 / 210
1.93%
L&G Mixed Investment 40-85%
View Factsheet
-0.3%
64 / 286
10.4%
118 / 276
26.9%
93 / 241
51.2%
107 / 210
0.49%
OM Cirilium Moderate Pass Pf
View Factsheet
-1.5%
241 / 286
10.3%
119 / 276
32.8%
30 / 241
-
-
0.6%
SVS TPI Aggressive 7
View Factsheet
0.2%
22 / 286
10.3%
120 / 276
-
-
-
-
0.62%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
-1.2%
214 / 286
10.3%
121 / 276
27.8%
81 / 241
57.9%
57 / 210
1.5%
Thesis Optima Growth
View Factsheet
-0.7%
108 / 286
10.3%
122 / 276
21.4%
184 / 241
53.3%
88 / 210
1.64%
CF Helm Investment
View Factsheet
-0.8%
121 / 286
10.3%
123 / 276
23.9%
144 / 241
37.4%
187 / 210
1.9%
S&W Millbank Peapod
View Factsheet
-1%
174 / 286
10.3%
124 / 276
27.2%
88 / 241
48.9%
120 / 210
1.43%
CF Gulland
View Factsheet
-1.8%
263 / 286
10.3%
125 / 276
34.5%
20 / 241
62.5%
30 / 210
1.33%
Fidelity MA Open Grth
View Factsheet
-1.4%
236 / 286
10.3%
126 / 276
24.8%
124 / 241
42.2%
165 / 210
1.47%
WSSF 5 Aggressive Pfl
View Factsheet
-0.9%
149 / 286
10.2%
127 / 276
29.5%
57 / 241
61.3%
37 / 210
1.28%
EF Brompton Global Growth
View Factsheet
-0.4%
65 / 286
10.2%
128 / 276
28.1%
78 / 241
-
-
1.66%
IFSL James Hambro Harrier Bal
View Factsheet
-1.4%
235 / 286
10.2%
129 / 276
-
-
-
-
1.5%
Schroder Managed Balanced
View Factsheet
-0.4%
66 / 286
10.2%
130 / 276
23.4%
151 / 241
52%
98 / 210
0.95%
MGTS Fut Money Dyn Gth
View Factsheet
-1.1%
187 / 286
10.2%
131 / 276
23.8%
147 / 241
51.2%
106 / 210
1.52%
Thesis Oenoke
View Factsheet
-1%
167 / 286
10.1%
132 / 276
30.6%
43 / 241
55.9%
68 / 210
1.08%
City Financial Ml Ass Gth
View Factsheet
-2.4%
279 / 286
10.1%
133 / 276
19%
210 / 241
39.8%
175 / 210
1.69%
TC Share Centre Multi Mgr Bal
View Factsheet
-1.2%
200 / 286
10.1%
134 / 276
29.6%
54 / 241
53.4%
87 / 210
1.74%
Vanguard Global Balanced
View Factsheet
-1.1%
192 / 286
10.1%
135 / 276
-
-
-
-
0.6%
S&W Plain Andrews
View Factsheet
-1.1%
179 / 286
10.1%
136 / 276
22.6%
168 / 241
35.3%
193 / 210
1.52%
SVS TPI Balanced 1
View Factsheet
-0.3%
54 / 286
10.1%
137 / 276
-
-
-
-
0.85%
Thesis Juniper
View Factsheet
-0.1%
44 / 286
10%
138 / 276
27.8%
82 / 241
56.8%
63 / 210
0.63%
Vanguard Tgt Retm 2035
View Factsheet
-1.1%
180 / 286
10%
139 / 276
-
-
-
-
0.24%
Royal Bank of Scot Balanced Growth
View Factsheet
-0.9%
136 / 286
10%
140 / 276
26.6%
99 / 241
53.2%
89 / 210
1.98%
BlackRock NURS II Consensus 85
View Factsheet
-1.3%
223 / 286
9.9%
141 / 276
30.1%
49 / 241
55.9%
69 / 210
-
S&W Sylvan Bromfield
View Factsheet
-2.4%
281 / 286
9.8%
142 / 276
33.1%
26 / 241
61.7%
33 / 210
1.04%
Thesis The Global Multi Asset
View Factsheet
-0.8%
113 / 286
9.8%
143 / 276
26.6%
96 / 241
51.7%
102 / 210
2.26%
CF Robin
View Factsheet
-1.6%
248 / 286
9.7%
144 / 276
21.7%
181 / 241
37.4%
186 / 210
1.39%
Architas MA Active Prog
View Factsheet
-2.4%
280 / 286
9.7%
145 / 276
30.3%
47 / 241
56.5%
65 / 210
1.5%
CF JOHIM Arbor
View Factsheet
-2.1%
275 / 286
9.7%
146 / 276
24.3%
138 / 241
46.8%
133 / 210
1.48%
S&W Knotts Investment
View Factsheet
-1.1%
185 / 286
9.7%
147 / 276
15.1%
230 / 241
39.8%
176 / 210
1.03%
MGTS Clarion Meridian Ptfl
View Factsheet
-1.3%
231 / 286
9.6%
148 / 276
23.7%
149 / 241
50.6%
111 / 210
1.68%
7IM AAP Moderately Advtur
View Factsheet
0.2%
24 / 286
9.6%
149 / 276
23.1%
160 / 241
53.6%
86 / 210
0.63%
HSBC Gbl Strat Bal Pfl
View Factsheet
-0.6%
92 / 286
9.6%
150 / 276
32.7%
31 / 241
57.6%
58 / 210
0.19%
Thesis Lockerley
View Factsheet
-1.2%
204 / 286
9.5%
151 / 276
27.9%
80 / 241
51.8%
101 / 210
1.43%
CF Canlife Portfolio VI
View Factsheet
-0%
34 / 286
9.5%
152 / 276
25.7%
112 / 241
-
-
1.01%
Royal London GMAP Growth
View Factsheet
0.3%
19 / 286
9.5%
153 / 276
-
-
-
-
0.61%
HC Stirling House Growth
View Factsheet
-0.1%
36 / 286
9.5%
154 / 276
25.3%
120 / 241
-
-
1.79%
Smith & Williamson MMEnduraBal
View Factsheet
-1.7%
261 / 286
9.5%
155 / 276
22.3%
172 / 241
45.2%
146 / 210
1.39%
MGTS IBOSS 4
View Factsheet
-1.1%
194 / 286
9.5%
156 / 276
-
-
-
-
0.96%
Close Tactical Slct Psv Bln
View Factsheet
-0.7%
103 / 286
9.4%
157 / 276
29.1%
62 / 241
52.2%
97 / 210
0.58%
Henderson Multi Mngr Managed
View Factsheet
-0.4%
72 / 286
9.4%
158 / 276
26%
109 / 241
58.4%
53 / 210
1.54%
IFSL TlyBtnvGlGrPf
View Factsheet
1.6%
6 / 286
9.4%
159 / 276
-
-
-
-
-
Lazard Managed Balanced
View Factsheet
-0.5%
85 / 286
9.4%
160 / 276
27.6%
84 / 241
58.7%
52 / 210
0.88%
Sarasin Alpha CIF fr Endm
View Factsheet
-0.6%
93 / 286
9.3%
161 / 276
23.7%
150 / 241
55.1%
75 / 210
0.96%
ACUMEN Progressive Ptfl
View Factsheet
1.1%
9 / 286
9.3%
162 / 276
26.6%
97 / 241
-
-
1.19%
Elite Balanced
View Factsheet
-0.9%
131 / 286
9.3%
163 / 276
23.2%
156 / 241
46.5%
137 / 210
1.88%
Carvetian Edenbeg
View Factsheet
-0.9%
140 / 286
9.3%
164 / 276
22%
176 / 241
44.1%
152 / 210
0.94%
CF PrudentialDynFsd 40-80Pfl
View Factsheet
-1.3%
222 / 286
9.3%
165 / 276
-
-
-
-
1.6%
Margetts Select Strategy
View Factsheet
-1.4%
233 / 286
9.2%
166 / 276
25.4%
117 / 241
54.7%
80 / 210
1.44%
WSSF 4 Progressive Pfl
View Factsheet
-0.8%
112 / 286
9.2%
167 / 276
26.7%
95 / 241
54.5%
81 / 210
1.33%
Old Mutual Managed
View Factsheet
-0.4%
75 / 286
9.2%
168 / 276
23.4%
153 / 241
59.3%
48 / 210
0.99%
Marlborough Extra Income
View Factsheet
-0.6%
95 / 286
9.2%
169 / 276
24.6%
127 / 241
63%
29 / 210
0.88%
Vanguard Tgt Retm 2030
View Factsheet
-1%
168 / 286
9.2%
170 / 276
-
-
-
-
0.24%
Threadneedle Navigator Gth Mgd
View Factsheet
-0.6%
98 / 286
9.2%
171 / 276
28.4%
70 / 241
60.2%
42 / 210
1.49%
Scot Wid Stgc Sol
View Factsheet
-1.2%
217 / 286
9.1%
172 / 276
19%
209 / 241
43.1%
-
1.39%
Thesis Stratford
View Factsheet
-1.2%
203 / 286
9.1%
173 / 276
23.2%
159 / 241
45.2%
145 / 210
1.39%
Scottish Friendly Managed Growth
View Factsheet
0.1%
29 / 286
9.1%
174 / 276
26.1%
108 / 241
63.8%
27 / 210
1.46%
CF New Villture
View Factsheet
-1.6%
252 / 286
9.1%
175 / 276
20.7%
193 / 241
40%
174 / 210
1.26%
The Dream Trust
View Factsheet
-0.9%
148 / 286
9.1%
176 / 276
22.2%
174 / 241
34.9%
195 / 210
0.85%
EdenTree Higher Income
View Factsheet
-0.2%
49 / 286
9%
177 / 276
21.1%
187 / 241
47.1%
129 / 210
0.78%
Royal Bank of Scot Balanced
View Factsheet
-1.1%
197 / 286
9%
178 / 276
25.6%
113 / 241
48.4%
121 / 210
-
Threadneedle Mgd Eq Focused
View Factsheet
-0.8%
127 / 286
9%
179 / 276
28.4%
71 / 241
57.5%
59 / 210
0.98%
SVS TPI RiskMaster 3
View Factsheet
-1.3%
-
9%
-
-
-
-
-
0.89%
Clmt Ass
View Factsheet
-0.3%
56 / 286
8.9%
180 / 276
34.3%
21 / 241
66.5%
22 / 210
1.36%
Thesis Thameside Managed
View Factsheet
-2.1%
274 / 286
8.9%
181 / 276
24.5%
130 / 241
49.2%
119 / 210
2.17%
Hawthorn Portfolio
View Factsheet
-2.2%
277 / 286
8.9%
182 / 276
16.3%
226 / 241
42.4%
164 / 210
1.28%
FP Mattioli Woods Balanced
View Factsheet
-1.2%
212 / 286
8.8%
183 / 276
22.6%
169 / 241
46.2%
139 / 210
1.89%
Aberdeen Multi Asset
View Factsheet
-0.8%
120 / 286
8.8%
184 / 276
20.7%
194 / 241
43%
160 / 210
0.93%
Henderson Inst Gbl Care Mgd
View Factsheet
-1.1%
190 / 286
8.8%
185 / 276
29.4%
58 / 241
70.7%
14 / 210
0.84%
HSBC Ash
View Factsheet
-1%
155 / 286
8.8%
186 / 276
24%
142 / 241
54%
84 / 210
0.82%
Thesis Wharton
View Factsheet
-1.1%
177 / 286
8.7%
187 / 276
24.7%
125 / 241
43.4%
158 / 210
1.39%
FP Tatton Oak Capital Growth
View Factsheet
-2%
273 / 286
8.7%
188 / 276
25.6%
114 / 241
52.6%
93 / 210
0.83%
CF Packel Global
View Factsheet
-0.4%
77 / 286
8.7%
189 / 276
22.7%
164 / 241
37.6%
185 / 210
1.39%
Latour Growth
View Factsheet
-2%
271 / 286
8.6%
190 / 276
19.2%
207 / 241
41.5%
167 / 210
1.8%
Jupiter Merlin Bal Pfl
View Factsheet
-1.3%
219 / 286
8.6%
191 / 276
32.3%
35 / 241
59.6%
45 / 210
1.63%
TM Private Portfolio
View Factsheet
-2.1%
276 / 286
8.5%
192 / 276
19.2%
205 / 241
52.5%
94 / 210
1.07%
CF Resilient MM Balanced Managed
View Factsheet
-0.8%
119 / 286
8.5%
193 / 276
28.8%
67 / 241
48.2%
123 / 210
1.18%
Schroder MM Dvrsty Bln
View Factsheet
-1.3%
232 / 286
8.5%
194 / 276
20.5%
196 / 241
51.6%
104 / 210
1.33%
VT The Prestney
View Factsheet
-0%
35 / 286
8.5%
195 / 276
22.3%
171 / 241
39.1%
180 / 210
1.2%
Santander Bal Intl Tracking
View Factsheet
-1.6%
251 / 286
8.4%
196 / 276
23.8%
146 / 241
50.8%
110 / 210
1.5%
SJP Managed Growth
View Factsheet
-0.7%
111 / 286
8.4%
197 / 276
24.3%
136 / 241
55.7%
72 / 210
1.55%
TM UBS (UK) UK Growth
View Factsheet
-1.3%
218 / 286
8.4%
198 / 276
24.4%
133 / 241
49.7%
116 / 210
1.65%
AXA FrmlngtnMgdBal
View Factsheet
-0.4%
73 / 286
8.4%
199 / 276
25.3%
119 / 241
55.8%
70 / 210
0.7%
Vanguard Tgt Retm 2025
View Factsheet
-1%
163 / 286
8.4%
200 / 276
-
-
-
-
0.24%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
-0.3%
60 / 286
8.3%
201 / 276
16.1%
228 / 241
31%
204 / 210
2.22%
Lib Bal
View Factsheet
-0.9%
137 / 286
8.3%
202 / 276
24.5%
131 / 241
50.2%
113 / 210
1.61%
S&W Norton
View Factsheet
-1.3%
230 / 286
8.3%
203 / 276
17.4%
222 / 241
46.9%
130 / 210
1.4%
Family Balanced International
View Factsheet
-1.1%
178 / 286
8.3%
204 / 276
19.6%
201 / 241
41%
169 / 210
-
TM Managed
View Factsheet
-2.7%
284 / 286
8.3%
205 / 276
17.4%
223 / 241
38.7%
183 / 210
1.51%
Baring Targeted Return
View Factsheet
0.2%
27 / 286
8.3%
206 / 276
18.4%
216 / 241
35.5%
192 / 210
-
Jupiter Dist and Gth
View Factsheet
0.2%
25 / 286
8.2%
207 / 276
23.2%
157 / 241
55.3%
74 / 210
1.04%
Thesis Palfrey
View Factsheet
-1.2%
206 / 286
8.2%
208 / 276
21.9%
179 / 241
44.7%
147 / 210
1.47%
IFSL Tlny Btinv Gth Pfl
View Factsheet
-1%
171 / 286
8.2%
209 / 276
24%
143 / 241
49.9%
115 / 210
1.44%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
-1.1%
176 / 286
8.1%
210 / 276
-
-
-
-
-
CF Ruffer European
View Factsheet
-0.4%
74 / 286
8.1%
211 / 276
15.8%
229 / 241
51.4%
105 / 210
1.28%
Ttl Clarty Prtf 5
View Factsheet
-1.6%
255 / 286
8.1%
212 / 276
25.2%
121 / 241
49.2%
118 / 210
0.76%
Newton Gbl Balanced
View Factsheet
-0.9%
132 / 286
8%
213 / 276
29.1%
61 / 241
53.9%
85 / 210
0.5%
Scot Wid Bal Gth
View Factsheet
-0.6%
99 / 286
8%
214 / 276
18.5%
215 / 241
38.8%
182 / 210
1.81%
Margetts Sentinel Gth Pfl
View Factsheet
-1%
169 / 286
7.9%
215 / 276
-
-
-
-
1.25%
Vanguard LifeStrategy60%Equi
View Factsheet
-1%
172 / 286
7.9%
216 / 276
30.1%
50 / 241
56.4%
66 / 210
0.22%
Crystal
View Factsheet
-0.4%
67 / 286
7.9%
217 / 276
29.7%
53 / 241
32.4%
203 / 210
1.17%
EdenTree Amity Bal FdFor Chrt
View Factsheet
-0.1%
39 / 286
7.9%
218 / 276
24.8%
123 / 241
49.6%
117 / 210
0.66%
Rathbone Spenser
View Factsheet
-0.7%
101 / 286
7.8%
219 / 276
24.5%
129 / 241
38.4%
184 / 210
1.09%
Carvetian Aetos
View Factsheet
-0.9%
150 / 286
7.8%
220 / 276
19.2%
208 / 241
40.5%
171 / 210
0.7%
Carvetian Havenrock
View Factsheet
-0.3%
61 / 286
7.8%
221 / 276
17.3%
224 / 241
32.8%
202 / 210
0.99%
VT MA DRP V
View Factsheet
-2%
272 / 286
7.7%
222 / 276
19.6%
202 / 241
42.1%
166 / 210
0.22%
SVS TPI Balanced 3
View Factsheet
-1.3%
226 / 286
7.7%
223 / 276
-
-
-
-
1.31%
Santander Max70%ShUT
View Factsheet
-1.2%
210 / 286
7.6%
224 / 276
22.8%
163 / 241
43.5%
157 / 210
0.9%
Vanguard Tgt Retm 2020
View Factsheet
-0.9%
143 / 286
7.5%
225 / 276
-
-
-
-
0.24%
Scot Wid Bal Sol
View Factsheet
-1%
161 / 286
7.5%
226 / 276
16.8%
225 / 241
37.6%
-
1.4%
HC KB Endeavour MA Balanced
View Factsheet
-1%
165 / 286
7.5%
227 / 276
18.8%
213 / 241
30.8%
206 / 210
2.33%
S&W Devonshire
View Factsheet
0.8%
10 / 286
7.4%
228 / 276
7.2%
240 / 241
42.9%
161 / 210
1.42%
Stan Life Wealth Bal Bridge
View Factsheet
-1%
154 / 286
7.4%
229 / 276
26.2%
103 / 241
43.9%
154 / 210
1.02%
CF Canlife Portfolio V
View Factsheet
-0.3%
58 / 286
7.3%
230 / 276
23.9%
145 / 241
-
-
0.99%
HSBC Balanced
View Factsheet
-0.9%
151 / 286
7.2%
231 / 276
25.4%
118 / 241
52.6%
92 / 210
0.72%
TB Doherty Active Mgd
View Factsheet
-1%
173 / 286
7.2%
232 / 276
21.8%
180 / 241
46.6%
134 / 210
1.92%
CF Canlife Balanced
View Factsheet
-0.7%
106 / 286
7.2%
233 / 276
26.2%
104 / 241
51.9%
99 / 210
1.03%
SJP Balanced Managed
View Factsheet
-0.9%
144 / 286
7%
234 / 276
20.9%
189 / 241
47.9%
125 / 210
1.7%
Old Mutual Gen Target 5
View Factsheet
-0.9%
129 / 286
7%
235 / 276
-
-
-
-
1.17%
FP New Horizon Gth
View Factsheet
-0.4%
69 / 286
6.9%
236 / 276
24.2%
139 / 241
46.3%
138 / 210
2.21%
SVS Brown Shipley Balanced
View Factsheet
-1.1%
182 / 286
6.9%
237 / 276
20.6%
195 / 241
-
-
1.28%
CF Drygate
View Factsheet
-0.7%
102 / 286
6.9%
238 / 276
18.8%
212 / 241
46.9%
131 / 210
1.42%
MI CharStMuAs4Gwt
View Factsheet
-0.8%
118 / 286
6.8%
239 / 276
19.6%
203 / 241
35.2%
194 / 210
0.81%
Virgin Bd Glt UK and Overseas Share
View Factsheet
-1.3%
225 / 286
6.8%
240 / 276
-
-
-
-
-
BlackRock NURS II Consensus 70
View Factsheet
-1.7%
256 / 286
6.8%
241 / 276
26.1%
106 / 241
45.3%
144 / 210
-
SVS Church House Bal Eq Inc
View Factsheet
0.1%
28 / 286
6.5%
242 / 276
19%
211 / 241
47.8%
126 / 210
1.58%
HC Stirling House Baln
View Factsheet
-0.4%
76 / 286
6.5%
243 / 276
21.5%
183 / 241
-
-
1.97%
SJP Strategic Managed
View Factsheet
-
30 / 286
6.4%
244 / 276
21.9%
177 / 241
44.4%
148 / 210
1.58%
L&G Real Income Builder
View Factsheet
-1%
162 / 286
6.4%
245 / 276
-
-
-
-
-
Wesleyan ModHiRiskRewardInc
View Factsheet
-1%
158 / 286
6.4%
246 / 276
-
-
-
-
1.4%
TM Credit Suisse Growth
View Factsheet
-1%
153 / 286
6.4%
247 / 276
-
-
-
-
-
Lib Stgc
View Factsheet
-0.8%
128 / 286
6.3%
248 / 276
20.9%
191 / 241
37.2%
189 / 210
1.98%
The Cranmer Investment
View Factsheet
-0.2%
48 / 286
6.3%
249 / 276
18.4%
217 / 241
39.2%
179 / 210
1.76%
TB Doherty Balanced Mgd
View Factsheet
-1.1%
188 / 286
6.3%
250 / 276
22.7%
166 / 241
43.2%
159 / 210
1.98%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
-0.2%
46 / 286
6.2%
251 / 276
10.3%
234 / 241
21.6%
208 / 210
1.97%
Scot Wid Disc Sol
View Factsheet
-0.8%
126 / 286
6.1%
252 / 276
13.9%
232 / 241
31.7%
-
1.11%
SVS TPI RiskMaster 2
View Factsheet
-1.4%
-
6%
-
-
-
-
-
0.89%
Thesis Northern Lights
View Factsheet
-0.8%
124 / 286
5.9%
253 / 276
18.7%
214 / 241
34.6%
197 / 210
1.32%
Legal and General Rl Inc Bldr
View Factsheet
-1%
-
5.8%
-
-
-
-
-
0.55%
Newton Gth and Inc For Chrts
View Factsheet
-0.3%
62 / 286
5.4%
254 / 276
33%
28 / 241
-
-
0.65%
Carvetian Andromeda Income
View Factsheet
-1%
166 / 286
5.3%
255 / 276
17.9%
220 / 241
30.8%
205 / 210
1.23%
Fidelity Ml Ast All Gr
View Factsheet
-1%
152 / 286
5.2%
256 / 276
19.9%
199 / 241
37.3%
188 / 210
0.28%
EFA Eden SRI
View Factsheet
-1.2%
207 / 286
5.2%
257 / 276
20.1%
198 / 241
-
-
2.18%
TM UBS (UK) UK Income Focus
View Factsheet
-1.2%
204 / 286
5.2%
258 / 276
20.7%
192 / 241
42.9%
162 / 210
1.6%
Fidelity Ml Ast Grth
View Factsheet
-1.3%
220 / 286
5.1%
259 / 276
22.9%
161 / 241
44.1%
151 / 210
1.08%
Fidelity Ml AssInc&Gth
View Factsheet
-0.9%
139 / 286
4.9%
260 / 276
22.5%
170 / 241
-
-
1.27%
CF Dartmoor
View Factsheet
-0.2%
50 / 286
4.8%
261 / 276
19.2%
206 / 241
38.8%
181 / 210
1.85%
IFSL Galatea Opportunity
View Factsheet
-0.2%
52 / 286
4%
262 / 276
9.3%
237 / 241
20.3%
210 / 210
1.59%
Carvetian Marley Investment
View Factsheet
-0.5%
80 / 286
4%
263 / 276
14.5%
231 / 241
37%
190 / 210
1.12%
Newton Multi-Asset Bal
View Factsheet
-1.2%
209 / 286
3.8%
264 / 276
22.7%
167 / 241
41.2%
168 / 210
0.67%
Thesis PM
View Factsheet
-0.5%
87 / 286
3.7%
265 / 276
21.2%
185 / 241
40.3%
172 / 210
1.77%
Sentinel Dfnsve Prtflo
View Factsheet
0.2%
23 / 286
3.5%
266 / 276
7.8%
239 / 241
20.7%
209 / 210
0.69%
Carvetian Juno
View Factsheet
-0.9%
141 / 286
3.2%
267 / 276
10.1%
235 / 241
34.2%
198 / 210
0.68%
McInroy & Wood Balanced
View Factsheet
-1.5%
239 / 286
3.2%
268 / 276
29.4%
59 / 241
55%
76 / 210
1.12%
S&W Quercus
View Factsheet
0.3%
18 / 286
3%
269 / 276
11%
233 / 241
25.3%
207 / 210
1.17%
SVS TPI Cautious 5
View Factsheet
-0.6%
100 / 286
2.6%
270 / 276
-
-
-
-
1.23%
CF Odey Pfl
View Factsheet
-0.6%
96 / 286
2.5%
271 / 276
7.1%
241 / 241
44%
153 / 210
1.22%
McInroy & Wood Income
View Factsheet
-2%
270 / 286
1.8%
272 / 276
17.9%
218 / 241
39.3%
178 / 210
1.11%
Carvetian Savanna
View Factsheet
-1.9%
267 / 286
1.6%
273 / 276
8.7%
238 / 241
35.6%
191 / 210
0.82%
Carvetian Fenix Balanced
View Factsheet
-1.3%
227 / 286
1.5%
274 / 276
9.5%
236 / 241
32.9%
201 / 210
0.71%
Fidelity Moneybuilder Bln
View Factsheet
-1%
170 / 286
0.5%
275 / 276
17.7%
221 / 241
43.5%
156 / 210
0.67%
VT MSInSfGth Strat
View Factsheet
-
30 / 286
-
276 / 276
-
-
-
-
1.43%
MI CharStMuAs3Mdt
View Factsheet
-0.4%
68 / 286
-
-
-
-
-
-
1.33%
UBS (UK) Gbl Gth Allocation
View Factsheet
0.7%
12 / 286
-
-
-
-
-
-
1.04%
Volare Balanced
View Factsheet
-0.9%
133 / 286
-
-
-
-
-
-
1.32%
Volare Growth
View Factsheet
-1%
164 / 286
-
-
-
-
-
-
1.38%
Volare Strategic Income
View Factsheet
-1.3%
224 / 286
-
-
-
-
-
-
1.37%
VT AJ Bell Pasv Adventurous
View Factsheet
-1.8%
264 / 286
-
-
-
-
-
-
0.5%
VT AJ Bell Pasv Mod Adventurous
View Factsheet
-1.7%
260 / 286
-
-
-
-
-
-
0.5%
OM Creation Adventurous Pf
View Factsheet
-0.5%
79 / 286
-
-
-
-
-
-
1.85%
VT Chelsea Mgd Aggr Gth
View Factsheet
-1.5%
238 / 286
-
-
-
-
-
-
1.49%
Rathbone CorInvFdForCha
View Factsheet
-0.7%
104 / 286
-
-
-
-
-
-
-
Data provided by

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