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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2.9%
12 / 292
22.6%
1 / 280
49.7%
2 / 240
95%
2 / 219
0.51%
MFM Hathaway
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1.1%
228 / 292
21.4%
2 / 280
43.5%
9 / 240
82.3%
5 / 219
1.58%
Aberdeen Divfd Cre Advntr
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2.9%
8 / 292
20.2%
3 / 280
-
-
-
-
0.45%
Rathbone Sussex Growth
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3.3%
2 / 292
19.7%
4 / 280
47.6%
5 / 240
77.4%
6 / 219
1.33%
Royal London Sus Wrld Trst
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1.8%
72 / 292
18.7%
5 / 280
48.8%
3 / 240
99.2%
1 / 219
0.77%
SVS TPI Aggressive 6
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2.5%
26 / 292
18.2%
6 / 280
-
-
-
-
0.6%
Premier Diversified
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1.3%
178 / 292
17.9%
7 / 280
42.8%
10 / 240
54.7%
82 / 219
0.67%
M&G Episode Growth
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2.7%
19 / 292
17.2%
8 / 280
35.6%
24 / 240
58%
54 / 219
0.94%
Liontrust SF Managed
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2.2%
39 / 292
16.5%
9 / 280
39.1%
17 / 240
74.3%
11 / 219
0.85%
Rathbone Sherwood
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2.2%
45 / 292
16.3%
10 / 280
41%
14 / 240
65.1%
22 / 219
1.22%
IFSL TlyBtnGlAgGP
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3.3%
1 / 292
16.3%
11 / 280
-
-
-
-
-
Omnis Mgd Adven
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2.2%
38 / 292
16.2%
12 / 280
42.2%
12 / 240
75%
9 / 219
0.91%
SVS TPI Growth 6
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2.2%
47 / 292
16.1%
13 / 280
-
-
-
-
0.6%
Barclays Growth Portfolio
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3.3%
3 / 292
16%
14 / 280
22.8%
185 / 240
42%
169 / 219
-
Practical Investment
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1.5%
125 / 292
15.9%
15 / 280
30.7%
80 / 240
64%
28 / 219
1.16%
Barclays Div & Gth Pfl
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3.1%
4 / 292
15.8%
16 / 280
23.7%
174 / 240
44.6%
155 / 219
-
Threadneedle Advntr Pathway
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2.3%
35 / 292
15.8%
17 / 280
-
-
-
-
0.65%
Scottish Friendly Managed Growth
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1.4%
151 / 292
15.5%
18 / 280
28.9%
108 / 240
62%
35 / 219
1.46%
Baillie Gifford Managed
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2.2%
43 / 292
15.1%
19 / 280
44.2%
7 / 240
70.6%
13 / 219
0.42%
Omnis MM Adven
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1.9%
62 / 292
14.9%
20 / 280
39.1%
18 / 240
67.7%
15 / 219
1.46%
Neptune Balanced
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2%
60 / 292
14.8%
21 / 280
33.7%
37 / 240
54.3%
83 / 219
0.87%
HSBC Wld Seltn Advntr Pfl
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2.3%
37 / 292
14.7%
22 / 280
48.2%
4 / 240
-
-
0.8%
SVS TPI Aggressive 1
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2.2%
40 / 292
14.5%
23 / 280
-
-
-
-
1.08%
S&W Pityoulish
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2.1%
50 / 292
14.5%
24 / 280
40.4%
15 / 240
67.6%
16 / 219
1.34%
IFSL TlyBtnvGlGrPf
View Factsheet
2.8%
14 / 292
14.4%
25 / 280
-
-
-
-
-
LF Seneca Diversified Growth
View Factsheet
1.1%
231 / 292
14.2%
26 / 280
33.3%
43 / 240
55.1%
78 / 219
1.23%
Zurich Horizon Multi-Asset IV
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1.6%
106 / 292
14%
27 / 280
42.4%
11 / 240
-
-
0.8%
S&W Ourax
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1.1%
208 / 292
14%
28 / 280
40.2%
16 / 240
66.4%
19 / 219
0.9%
Lazard Managed Balanced
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1.9%
67 / 292
14%
29 / 280
32.1%
60 / 240
62%
34 / 219
0.88%
Newton Gth and Inc For Chrts
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0.4%
283 / 292
13.9%
30 / 280
32.3%
57 / 240
-
-
0.65%
MGTS Greystone Bal Managed
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1.2%
199 / 292
13.9%
31 / 280
33.5%
40 / 240
57.8%
56 / 219
1.75%
HC Sequel Gbl Trg Inc Str
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1.7%
99 / 292
13.9%
32 / 280
32.7%
50 / 240
67%
18 / 219
1.58%
S&W The Touchstone
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3%
6 / 292
13.7%
33 / 280
34%
33 / 240
-
-
1.14%
IFSL James Hambro Rires
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1.4%
148 / 292
13.7%
34 / 280
33.9%
35 / 240
60%
44 / 219
1.36%
Liontrust SF Caut Mngd
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1.4%
156 / 292
13.5%
35 / 280
30.1%
89 / 240
-
-
1.05%
HSBC Gbl Strat Dyn Pfl
View Factsheet
1.7%
97 / 292
13.5%
36 / 280
43.9%
8 / 240
75.1%
8 / 219
0.21%
S&W Marathon
View Factsheet
1.2%
192 / 292
13.4%
37 / 280
31.6%
66 / 240
56.6%
61 / 219
1.04%
Thesis The Global Multi Asset
View Factsheet
2.3%
34 / 292
13.4%
38 / 280
32.5%
53 / 240
56.6%
63 / 219
2.26%
Barclays Wealth Gbl Mkts 4
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1.7%
91 / 292
13.2%
39 / 280
28.1%
115 / 240
44%
157 / 219
0.45%
BlackRock Armed Frcs Com Inv
View Factsheet
1.8%
75 / 292
13.2%
40 / 280
33.1%
46 / 240
60.5%
42 / 219
-
Thesis Thameside Managed
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1.2%
190 / 292
13.2%
41 / 280
27.5%
126 / 240
51.4%
104 / 219
2.17%
Thesis Juniper
View Factsheet
1.7%
101 / 292
13.1%
42 / 280
31.4%
68 / 240
59.7%
47 / 219
0.63%
Marlborough Extra Income
View Factsheet
0.4%
285 / 292
13.1%
43 / 280
26.4%
146 / 240
56.4%
65 / 219
0.88%
UBS (UK) Gbl Gth Allocation
View Factsheet
2.1%
52 / 292
13%
44 / 280
-
-
-
-
1.04%
S&W Pendennis
View Factsheet
1.5%
123 / 292
13%
45 / 280
32.6%
51 / 240
63.3%
30 / 219
0.79%
LF Navajo
View Factsheet
2.8%
15 / 292
12.9%
46 / 280
35.2%
26 / 240
66%
20 / 219
1.48%
Man GLG Balanced Managed
View Factsheet
1.7%
98 / 292
12.9%
47 / 280
26.9%
136 / 240
55.8%
68 / 219
0.9%
Sand Aire First Ilona Bal Cap
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2.2%
41 / 292
12.9%
48 / 280
30.9%
77 / 240
48.7%
127 / 219
1.11%
Old Mutual Fdtn 4
View Factsheet
1.7%
82 / 292
12.9%
49 / 280
31.7%
63 / 240
-
-
0.8%
SVS TPI Aggressive 7
View Factsheet
2.5%
22 / 292
12.8%
50 / 280
-
-
-
-
0.62%
Stan Life Inv Gbl Advtg
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1.7%
100 / 292
12.8%
51 / 280
33.3%
42 / 240
59.6%
48 / 219
0.66%
BlackRock Bal Managed
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1.4%
165 / 292
12.8%
52 / 280
27.3%
128 / 240
45.7%
144 / 219
-
TM Levitas A
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1.7%
103 / 292
12.8%
53 / 280
30.1%
88 / 240
51.1%
108 / 219
2.28%
S&W Sylvan Bromfield
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1.1%
216 / 292
12.7%
54 / 280
33.6%
39 / 240
64.1%
27 / 219
1%
S&W MF
View Factsheet
1.9%
68 / 292
12.6%
55 / 280
41.7%
13 / 240
64.2%
26 / 219
1.28%
Close Balanced Portfolio
View Factsheet
1.9%
65 / 292
12.6%
56 / 280
21%
201 / 240
49.1%
124 / 219
0.88%
S&W Headway
View Factsheet
2.8%
13 / 292
12.5%
57 / 280
30%
91 / 240
42.6%
166 / 219
1.77%
FP Russell Investments MAGth V
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2.1%
55 / 292
12.4%
58 / 280
-
-
-
-
0.91%
BlackRock Charifaith ComInv
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1.3%
171 / 292
12.3%
59 / 280
29.5%
99 / 240
55.3%
76 / 219
-
SVS TPI Growth 2
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1.8%
77 / 292
12.3%
60 / 280
-
-
-
-
1.07%
SVS TPI Balanced 1
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2%
57 / 292
12.3%
61 / 280
-
-
-
-
0.85%
Scot Wid Advn Gth
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2.3%
33 / 292
12.3%
62 / 280
34.8%
29 / 240
57.4%
58 / 219
1.75%
Omnis Mgd Bal
View Factsheet
1.6%
105 / 292
12.2%
63 / 280
33.4%
41 / 240
60.7%
40 / 219
0.87%
ACUMEN Progressive Ptfl
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2.5%
23 / 292
12.2%
64 / 280
25.7%
157 / 240
-
-
1.19%
LF Ruffer European
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2.4%
31 / 292
12%
65 / 280
23.1%
182 / 240
46.5%
138 / 219
1.28%
Sand Aire First Ilona LgTm Cap
View Factsheet
1.8%
70 / 292
12%
66 / 280
30.7%
81 / 240
53.9%
85 / 219
1.1%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
2.2%
42 / 292
12%
67 / 280
21.9%
191 / 240
33.7%
210 / 219
2.22%
Wesleyan ModHiRiskRewardInc
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0.6%
271 / 292
12%
68 / 280
-
-
-
-
1.4%
IFSL Brooks Macdd Bal
View Factsheet
1.5%
138 / 292
12%
69 / 280
27.1%
133 / 240
46.5%
137 / 219
1.28%
Premier MultiAsset Gth & Inc
View Factsheet
1.3%
176 / 292
11.9%
70 / 280
38.3%
20 / 240
75.7%
7 / 219
1.6%
Zurich Hrzn MA III
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1.2%
189 / 292
11.9%
71 / 280
33.9%
34 / 240
-
-
0.81%
Invesco Perp Gbl Bal Ind
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1.4%
157 / 292
11.8%
72 / 280
32.6%
52 / 240
65.5%
21 / 219
0.7%
Thesis Lockerley
View Factsheet
0.9%
256 / 292
11.8%
73 / 280
30%
92 / 240
52.6%
93 / 219
1.43%
LF Canlife Portfolio VI
View Factsheet
1.6%
111 / 292
11.8%
74 / 280
26.8%
139 / 240
-
-
0.87%
LF The Abbotsford
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2.9%
11 / 292
11.8%
75 / 280
30.5%
83 / 240
61.4%
36 / 219
1.18%
Elite Balanced
View Factsheet
1.7%
92 / 292
11.7%
76 / 280
26.7%
141 / 240
48.4%
129 / 219
1.88%
IFSL James Hambro Harrier Cap Gth
View Factsheet
1.4%
164 / 292
11.7%
77 / 280
29.7%
97 / 240
56.6%
60 / 219
1.5%
Jupiter Merlin Bal Pfl
View Factsheet
1.3%
180 / 292
11.7%
78 / 280
33.2%
45 / 240
58.8%
53 / 219
1.63%
VT MA DRP VIII
View Factsheet
2.4%
32 / 292
11.7%
79 / 280
30.9%
76 / 240
28.1%
216 / 219
0.37%
S&W Blu-Frog Investment
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2%
58 / 292
11.6%
80 / 280
35.9%
23 / 240
67%
17 / 219
1.11%
Premier Liberation VI
View Factsheet
1.2%
205 / 292
11.6%
81 / 280
34.5%
30 / 240
62.7%
32 / 219
1.44%
Janus Henderson Inst GblRsMg
View Factsheet
1.1%
227 / 292
11.5%
82 / 280
29%
106 / 240
70%
14 / 219
0.84%
F&C MM Navigator Progressive
View Factsheet
1.3%
168 / 292
11.5%
83 / 280
33%
47 / 240
62.8%
31 / 219
1.79%
BlackRock Bal Growth Pfl
View Factsheet
0.6%
276 / 292
11.4%
84 / 280
26.9%
135 / 240
46.4%
140 / 219
0.97%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
1.4%
154 / 292
11.4%
85 / 280
31.3%
69 / 240
45%
151 / 219
0.85%
Marlborough Balanced
View Factsheet
1.9%
64 / 292
11.4%
86 / 280
33.8%
36 / 240
50.8%
112 / 219
1.75%
The Buckingham
View Factsheet
2.5%
24 / 292
11.4%
87 / 280
27.1%
132 / 240
40.5%
177 / 219
1.25%
OM Cirilium Moderate Pf
View Factsheet
1.7%
86 / 292
11.4%
88 / 280
35.6%
25 / 240
62.4%
33 / 219
1.24%
Vanguard LifeStrategy80%Equi
View Factsheet
1.5%
131 / 292
11.4%
89 / 280
37.6%
21 / 240
71.6%
12 / 219
0.22%
Close Managed Balanced
View Factsheet
1.5%
134 / 292
11.3%
90 / 280
28.8%
109 / 240
51.4%
103 / 219
1.14%
TC Share Centre Multi Mgr Bal
View Factsheet
0.1%
290 / 292
11.3%
91 / 280
31%
74 / 240
49.7%
118 / 219
1.74%
MI CharStMuAs4Gwt
View Factsheet
1.3%
172 / 292
11.3%
92 / 280
19.5%
214 / 240
35.1%
203 / 219
0.94%
MI Hawksmoor Dist
View Factsheet
0.9%
253 / 292
11.3%
93 / 280
33.3%
44 / 240
61.2%
38 / 219
1.68%
OM Cirilium Dynamic Pass Pf
View Factsheet
1.6%
117 / 292
11.2%
94 / 280
38.5%
19 / 240
-
-
0.6%
Vanguard Tgt Retm 2045
View Factsheet
1.5%
129 / 292
11.2%
95 / 280
-
-
-
-
0.24%
Vanguard Tgt Retm 2050
View Factsheet
1.5%
128 / 292
11.2%
96 / 280
-
-
-
-
0.24%
Thesis Stratford
View Factsheet
0.9%
254 / 292
11.2%
97 / 280
26.8%
137 / 240
45.5%
147 / 219
1.39%
Baring Targeted Return
View Factsheet
1.8%
74 / 292
11.2%
98 / 280
19.8%
211 / 240
36.1%
196 / 219
-
Schroder Managed Balanced
View Factsheet
2.4%
30 / 292
11.2%
99 / 280
27.6%
123 / 240
50.7%
115 / 219
0.94%
LF New Viaduct
View Factsheet
2.5%
20 / 292
11.2%
100 / 280
35.1%
27 / 240
74.5%
10 / 219
1.23%
LF Greenmount
View Factsheet
2.8%
18 / 292
11.2%
101 / 280
31.7%
64 / 240
47.4%
134 / 219
1.3%
Scot Wid IPS Growth Portfolio
View Factsheet
1.4%
161 / 292
11.2%
102 / 280
33.7%
38 / 240
60.7%
41 / 219
0.9%
PUTM Growth
View Factsheet
1.3%
173 / 292
11.2%
103 / 280
30.3%
85 / 240
59.5%
49 / 219
0.19%
Vanguard Tgt Retm 2055
View Factsheet
1.5%
132 / 292
11.2%
104 / 280
-
-
-
-
0.24%
FP Russell Investments MAGth IV
View Factsheet
1.7%
84 / 292
11.1%
105 / 280
-
-
-
-
0.96%
SVSBrownShipleyGth
View Factsheet
1.5%
130 / 292
11.1%
106 / 280
27.9%
117 / 240
55.7%
70 / 219
1.28%
IFSL James Hambro Barnham Broom
View Factsheet
1.2%
204 / 292
11%
107 / 280
31.2%
72 / 240
58.9%
52 / 219
1.48%
IFSL James Hambro Penrhos
View Factsheet
1.1%
214 / 292
11%
108 / 280
27.8%
120 / 240
53.3%
88 / 219
1.89%
L&G MM Balanced Trust
View Factsheet
1.6%
114 / 292
11%
109 / 280
25.2%
160 / 240
35.4%
199 / 219
1.45%
Royal Bank of Scot Balanced Growth
View Factsheet
1.4%
145 / 292
10.9%
110 / 280
27.2%
129 / 240
51.1%
107 / 219
1.98%
HC Stirling House Growth
View Factsheet
1.5%
127 / 292
10.9%
111 / 280
27.5%
125 / 240
-
-
1.79%
Vanguard Tgt Retm 2040
View Factsheet
1.4%
142 / 292
10.9%
112 / 280
-
-
-
-
0.24%
FP Mattioli Woods Balanced
View Factsheet
1%
244 / 292
10.9%
113 / 280
23.8%
171 / 240
45.2%
149 / 219
1.89%
TM UBS (UK) UK Growth
View Factsheet
1.1%
221 / 292
10.8%
114 / 280
27.8%
119 / 240
49.7%
119 / 219
1.36%
Thesis Wharton
View Factsheet
0.8%
258 / 292
10.8%
115 / 280
26.7%
140 / 240
45.3%
148 / 219
1.39%
Sarasin Alpha CIF fr Endm
View Factsheet
1.1%
213 / 292
10.8%
116 / 280
25.9%
151 / 240
52.9%
92 / 219
0.96%
Threadneedle Mgd Eq Focused
View Factsheet
1.3%
170 / 292
10.8%
117 / 280
29.2%
104 / 240
55.3%
75 / 219
1.02%
Royal Bank of Scot Balanced
View Factsheet
1.4%
160 / 292
10.7%
118 / 280
26.6%
143 / 240
46.2%
142 / 219
-
IFSL James Hambro Master
View Factsheet
1.3%
166 / 292
10.7%
119 / 280
29%
107 / 240
55.9%
66 / 219
1%
Thesis Oenoke
View Factsheet
1.7%
90 / 292
10.7%
120 / 280
34.8%
28 / 240
61.2%
37 / 219
1.22%
EF Brompton Global Growth
View Factsheet
2.1%
53 / 292
10.7%
121 / 280
34.1%
32 / 240
-
-
1.87%
HSBC Gbl Strat Bal Pfl
View Factsheet
1.2%
186 / 292
10.7%
122 / 280
32.4%
55 / 240
57.5%
57 / 219
0.19%
7IM AAP Moderately Advtur
View Factsheet
2.1%
54 / 292
10.6%
123 / 280
24.2%
168 / 240
52.1%
100 / 219
0.63%
LF New Floco
View Factsheet
1.7%
87 / 292
10.6%
124 / 280
47.1%
6 / 240
92.9%
3 / 219
0.88%
LF JOHIM Arbor
View Factsheet
3%
5 / 292
10.6%
125 / 280
31.2%
71 / 240
52.2%
97 / 219
1.48%
Threadneedle Navigator Gth Mgd
View Factsheet
1.4%
144 / 292
10.6%
126 / 280
29.4%
102 / 240
57.9%
55 / 219
1.49%
Scot Wid Advn Sol
View Factsheet
1.6%
122 / 292
10.5%
127 / 280
30.8%
78 / 240
57.3%
59 / 219
1.35%
Royal London GMAP Adventurous
View Factsheet
1.3%
175 / 292
10.5%
128 / 280
-
-
-
-
0.59%
The Hendom
View Factsheet
1.6%
113 / 292
10.5%
129 / 280
29.1%
105 / 240
46.2%
141 / 219
1.43%
Margetts Select Strategy
View Factsheet
1.6%
120 / 292
10.4%
130 / 280
27.1%
130 / 240
52.1%
99 / 219
1.39%
S&W Sylvan Hornbeam
View Factsheet
2.8%
17 / 292
10.4%
131 / 280
31.1%
73 / 240
56.6%
62 / 219
0.64%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
1.2%
187 / 292
10.4%
132 / 280
29.8%
94 / 240
54.9%
79 / 219
1.5%
Janus Henderson MMMng
View Factsheet
1.8%
78 / 292
10.4%
133 / 280
28.8%
111 / 240
54.8%
80 / 219
1.52%
Rathbone CorInvFdForCha
View Factsheet
0.8%
260 / 292
10.4%
134 / 280
-
-
-
-
-
Family Balanced International
View Factsheet
1.6%
112 / 292
10.4%
135 / 280
23.3%
179 / 240
41.8%
171 / 219
-
Courtiers TR Balanced Risk
View Factsheet
2.3%
36 / 292
10.4%
136 / 280
29.3%
103 / 240
63.9%
29 / 219
-
Marks & Spencer Worldwide Mgd
View Factsheet
1.1%
222 / 292
10.4%
137 / 280
31.6%
65 / 240
59.8%
45 / 219
1.43%
Vanguard Tgt Retm 2035
View Factsheet
1.3%
169 / 292
10.4%
138 / 280
-
-
-
-
0.24%
Volare Growth
View Factsheet
1.3%
181 / 292
10.4%
139 / 280
-
-
-
-
1.38%
7IM Moderately Adventurous
View Factsheet
2%
61 / 292
10.3%
140 / 280
24.4%
167 / 240
53.4%
86 / 219
1.35%
Newton Gbl Balanced
View Factsheet
0.1%
289 / 292
10.3%
141 / 280
28.3%
113 / 240
55.5%
73 / 219
0.5%
Scot Wid Progressive Growth
View Factsheet
1.7%
85 / 292
10.3%
142 / 280
29.6%
98 / 240
50.8%
111 / 219
1.77%
HL MMgrBalMgd
View Factsheet
1.6%
109 / 292
10.3%
143 / 280
34.2%
31 / 240
59.8%
46 / 219
-
LF OHP
View Factsheet
1.7%
83 / 292
10.3%
144 / 280
33%
48 / 240
59%
51 / 219
1.37%
TM UBSUKGbl Growth
View Factsheet
1.4%
163 / 292
10.3%
145 / 280
29.9%
93 / 240
52.3%
95 / 219
1.59%
Sarasin FoF-Gbl Div Grw
View Factsheet
2.2%
48 / 292
10.2%
146 / 280
24.1%
169 / 240
-
-
1.39%
UBS Global Allocation UK
View Factsheet
1.6%
118 / 292
10.2%
147 / 280
24.1%
170 / 240
49.6%
121 / 219
0.81%
Scot Wid Stgc Gth Pfl
View Factsheet
1.8%
80 / 292
10.2%
148 / 280
29.8%
96 / 240
52.5%
94 / 219
1.57%
Close Tactical Slct Psv Bln
View Factsheet
1.2%
198 / 292
10.2%
149 / 280
30.6%
82 / 240
53%
90 / 219
0.54%
Architas MA Active Prog
View Factsheet
1.1%
226 / 292
10.2%
150 / 280
32.1%
58 / 240
55.2%
77 / 219
1.5%
Aviva Inv MM 40-85% shares
View Factsheet
1.7%
89 / 292
10.2%
151 / 280
31.8%
62 / 240
55.7%
71 / 219
1.49%
LF PruDy40-80Pf
View Factsheet
1.5%
137 / 292
10.1%
152 / 280
25.7%
154 / 240
49.1%
125 / 219
1.53%
MGTS Fut Money Dyn Gth
View Factsheet
1.7%
94 / 292
10.1%
153 / 280
26.3%
149 / 240
49.9%
117 / 219
1.46%
WSSF 5 Aggressive Pfl
View Factsheet
1.3%
167 / 292
10.1%
154 / 280
32.4%
54 / 240
60.4%
43 / 219
1.28%
EdenTree Amity Bal FdFor Chrt
View Factsheet
0.8%
261 / 292
10%
155 / 280
20.7%
204 / 240
45.1%
150 / 219
0.66%
Clmt Ass
View Factsheet
1%
234 / 292
10%
156 / 280
32.1%
59 / 240
64.5%
25 / 219
1.24%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
1.7%
96 / 292
9.9%
157 / 280
15.2%
229 / 240
23.2%
218 / 219
1.97%
VT MA DRP VII
View Factsheet
1.7%
95 / 292
9.9%
158 / 280
27%
134 / 240
40.7%
174 / 219
0.27%
MGTS IBOSS 4
View Factsheet
1.4%
153 / 292
9.8%
159 / 280
-
-
-
-
1%
Vanguard Tgt Retm 2030
View Factsheet
1.2%
191 / 292
9.8%
160 / 280
-
-
-
-
0.24%
Santander Max70%ShUT
View Factsheet
1%
238 / 292
9.8%
161 / 280
24.6%
166 / 240
43.5%
162 / 219
0.9%
Old Mutual Managed
View Factsheet
1.2%
203 / 292
9.7%
162 / 280
24.9%
163 / 240
54.8%
81 / 219
0.99%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
1.2%
188 / 292
9.7%
163 / 280
28.7%
112 / 240
51.7%
102 / 219
1.39%
TM UBS (UK) UK Income Focus
View Factsheet
1.1%
211 / 292
9.7%
164 / 280
22.5%
187 / 240
43.9%
158 / 219
1.27%
TM Balanced
View Factsheet
1.5%
140 / 292
9.7%
165 / 280
27.3%
127 / 240
55.6%
72 / 219
1.28%
Scot Wid Dyn Sol
View Factsheet
1.4%
158 / 292
9.7%
166 / 280
27.7%
122 / 240
51.3%
106 / 219
1.38%
S&W Plain Andrews
View Factsheet
2.5%
27 / 292
9.6%
167 / 280
28.2%
114 / 240
39.6%
185 / 219
1.52%
MGTS Clarion Meridian Ptfl
View Factsheet
1.1%
206 / 292
9.6%
168 / 280
25.8%
153 / 240
49.2%
123 / 219
1.69%
Lib Bal
View Factsheet
1.8%
73 / 292
9.6%
169 / 280
26.4%
147 / 240
50.7%
114 / 219
1.62%
L&G Mixed Investment 40-85%
View Factsheet
1%
247 / 292
9.6%
170 / 280
28.8%
110 / 240
48.7%
128 / 219
0.49%
IFSL James Hambro Harrier Bal
View Factsheet
1%
240 / 292
9.6%
171 / 280
-
-
-
-
1.5%
Orbis Gbl Bal
View Factsheet
1.5%
136 / 292
9.5%
172 / 280
50.8%
1 / 240
87%
4 / 219
-
BlackRock NURS II Consensus 85
View Factsheet
0.9%
252 / 292
9.4%
173 / 280
32.4%
56 / 240
55.7%
69 / 219
0.22%
Thesis Optima Growth
View Factsheet
1.2%
200 / 292
9.4%
174 / 280
25.2%
161 / 240
51.3%
105 / 219
1.44%
OM Cirilium Moderate Pass Pf
View Factsheet
1.1%
218 / 292
9.4%
175 / 280
32.8%
49 / 240
-
-
0.6%
S&W Lancaster
View Factsheet
2.9%
9 / 292
9.3%
176 / 280
31.8%
61 / 240
47.4%
133 / 219
1.93%
Aberdeen Multi Asset
View Factsheet
0.8%
259 / 292
9.3%
177 / 280
22.8%
186 / 240
41.2%
173 / 219
0.93%
SVS Brown Shipley Balanced
View Factsheet
1.1%
223 / 292
9.3%
178 / 280
23.2%
180 / 240
-
-
1.2%
LF Resilient MM Balanced Managed
View Factsheet
1.7%
93 / 292
9.3%
179 / 280
29.8%
95 / 240
49.2%
122 / 219
1.18%
Fidelity MA Open Grth
View Factsheet
1.2%
185 / 292
9.3%
180 / 280
25.9%
150 / 240
41.6%
172 / 219
1.47%
Invesco Perp Managed Income
View Factsheet
1.4%
155 / 292
9.3%
181 / 280
31.6%
67 / 240
65.1%
23 / 219
1.08%
LF New Grande Motte
View Factsheet
1.8%
79 / 292
9.3%
182 / 280
30.5%
84 / 240
60.7%
39 / 219
1.14%
Vanguard Tgt Retm 2025
View Factsheet
1.1%
215 / 292
9.2%
183 / 280
-
-
-
-
0.24%
WSSF 4 Progressive Pfl
View Factsheet
1.1%
225 / 292
9.2%
184 / 280
27.9%
118 / 240
53.2%
89 / 219
1.33%
Smith & Williamson MMEnduraBal
View Factsheet
1%
239 / 292
9.2%
185 / 280
23.1%
181 / 240
44.1%
156 / 219
1.39%
Thesis Palfrey
View Factsheet
0.7%
264 / 292
9.2%
186 / 280
23.6%
175 / 240
43.2%
165 / 219
1.47%
Scot Wid Progressive Pfl
View Factsheet
1.1%
224 / 292
9.2%
187 / 280
30%
90 / 240
59.4%
50 / 219
2%
Vanguard LifeStrategy60%Equi
View Factsheet
1.1%
233 / 292
9.1%
188 / 280
29.5%
100 / 240
56.5%
64 / 219
0.22%
LF Canlife Portfolio V
View Factsheet
1.3%
184 / 292
9.1%
189 / 280
23.6%
176 / 240
-
-
0.85%
LF Gulland
View Factsheet
1.5%
124 / 292
9.1%
190 / 280
37.4%
22 / 240
65%
24 / 219
1.33%
Stan Life Wealth Bal Bridge
View Factsheet
0.7%
270 / 292
9.1%
191 / 280
25.7%
156 / 240
44.8%
152 / 219
1.02%
Ttl Clarty Prtf 5
View Factsheet
1%
237 / 292
9.1%
192 / 280
27.7%
121 / 240
47.4%
135 / 219
0.76%
Santander Bal Intl Tracking
View Factsheet
1.2%
196 / 292
9.1%
193 / 280
26.6%
142 / 240
51.9%
101 / 219
1.5%
EdenTree Higher Income
View Factsheet
1.4%
162 / 292
9%
194 / 280
23.4%
178 / 240
43.7%
159 / 219
0.78%
Carvetian Edenbeg
View Factsheet
1.8%
76 / 292
9%
195 / 280
26.5%
145 / 240
43.6%
161 / 219
0.94%
LF Circus
View Factsheet
1.5%
126 / 292
9%
196 / 280
30.2%
87 / 240
47.2%
136 / 219
1.21%
AXA FrmlngtnMgdBal
View Factsheet
1%
246 / 292
9%
197 / 280
27.5%
124 / 240
52.3%
96 / 219
0.7%
S&W Knotts Investment
View Factsheet
2.5%
25 / 292
8.9%
198 / 280
21.3%
197 / 240
38.4%
191 / 219
1.03%
VT The Prestney
View Factsheet
1.5%
141 / 292
8.9%
199 / 280
26.5%
144 / 240
37.7%
192 / 219
1.2%
LF PrudentialDynFsd 40-80Pfl
View Factsheet
1%
242 / 292
8.9%
200 / 280
-
-
-
-
1.15%
S&W Gryphon East River
View Factsheet
1.6%
110 / 292
8.8%
201 / 280
31.3%
70 / 240
49%
126 / 219
1.37%
S&W Gloucester
View Factsheet
2.8%
16 / 292
8.8%
202 / 280
30.8%
79 / 240
48.1%
130 / 219
0.86%
Royal London GMAP Growth
View Factsheet
1%
235 / 292
8.8%
203 / 280
-
-
-
-
0.6%
HSBC Balanced
View Factsheet
1.1%
230 / 292
8.7%
204 / 280
25.7%
155 / 240
49.6%
120 / 219
0.78%
Volare Balanced
View Factsheet
1%
236 / 292
8.7%
205 / 280
-
-
-
-
1.32%
SVS Church House Bal Eq Inc
View Factsheet
1.1%
212 / 292
8.6%
206 / 280
19.9%
210 / 240
45.6%
146 / 219
1.57%
Carvetian Andromeda Growth
View Factsheet
0.8%
262 / 292
8.6%
207 / 280
26.4%
148 / 240
50.8%
110 / 219
1.19%
VT MA DRP VI
View Factsheet
1.5%
139 / 292
8.6%
208 / 280
25.5%
158 / 240
-
-
0.27%
Sentinel Unvrsl Prtflo
View Factsheet
0.7%
267 / 292
8.6%
209 / 280
31%
75 / 240
55.9%
67 / 219
1.14%
EFA Eden SRI
View Factsheet
1.1%
219 / 292
8.6%
210 / 280
20.5%
208 / 240
-
-
2.25%
IFSL Tlny Btinv Gth Pfl
View Factsheet
1.2%
197 / 292
8.6%
211 / 280
25.2%
159 / 240
47.7%
131 / 219
1.44%
HC Stirling House Baln
View Factsheet
0.9%
250 / 292
8.5%
212 / 280
21.3%
196 / 240
-
-
1.97%
S&W Gryphon Peapod
View Factsheet
1.6%
121 / 292
8.5%
213 / 280
30.2%
86 / 240
47.6%
132 / 219
1.4%
FP New Horizon Gth
View Factsheet
1.2%
201 / 292
8.5%
214 / 280
21.8%
192 / 240
46.4%
139 / 219
2.21%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
1.6%
116 / 292
8.5%
215 / 280
-
-
-
-
-
Jupiter Dist and Gth
View Factsheet
0.7%
269 / 292
8.4%
216 / 280
23%
183 / 240
53.3%
87 / 219
1.04%
S&W Brighton Rock
View Factsheet
1.5%
135 / 292
8.4%
217 / 280
26.8%
138 / 240
55.5%
74 / 219
1.56%
Vanguard Tgt Retm 2020
View Factsheet
0.9%
249 / 292
8.4%
218 / 280
-
-
-
-
0.24%
FP Tatton Oak Capital Growth
View Factsheet
1.1%
229 / 292
8.3%
219 / 280
28%
116 / 240
50.7%
113 / 219
0.88%
S&W Devonshire
View Factsheet
2.9%
10 / 292
8.3%
220 / 280
16.7%
227 / 240
35.4%
200 / 219
1.42%
SVS TPI RiskMaster 3
View Factsheet
1.4%
-
8.3%
-
-
-
-
-
0.89%
Lib Stgc
View Factsheet
1.6%
107 / 292
8.2%
221 / 280
21%
200 / 240
37.7%
193 / 219
1.98%
LF Drygate
View Factsheet
1.8%
71 / 292
8.2%
222 / 280
20.9%
202 / 240
45.8%
143 / 219
1.42%
LF Canlife Balanced
View Factsheet
1.2%
194 / 292
8.2%
223 / 280
27.1%
131 / 240
51%
109 / 219
1.03%
TM Private Portfolio
View Factsheet
1.6%
104 / 292
8.1%
224 / 280
18%
224 / 240
50%
116 / 219
1.07%
Scot Wid Bal Gth
View Factsheet
1.2%
202 / 292
8.1%
225 / 280
21.2%
199 / 240
38.9%
189 / 219
1.81%
Virgin Bd Glt UK and Overseas Share
View Factsheet
1.3%
182 / 292
8.1%
226 / 280
-
-
-
-
-
Scot Wid Stgc Sol
View Factsheet
1.1%
207 / 292
8%
227 / 280
21.8%
193 / 240
42%
170 / 219
1.39%
Carvetian Havenrock
View Factsheet
0.5%
279 / 292
7.9%
228 / 280
18.5%
219 / 240
34.1%
207 / 219
0.99%
SJP Managed Growth
View Factsheet
1.8%
81 / 292
7.9%
229 / 280
24.7%
164 / 240
52.2%
98 / 219
1.55%
LF Robin
View Factsheet
1.8%
69 / 292
7.8%
230 / 280
18.4%
222 / 240
39.1%
187 / 219
1.39%
Vanguard Global Balanced
View Factsheet
1.3%
179 / 292
7.8%
231 / 280
-
-
-
-
0.6%
SJP Balanced Managed
View Factsheet
1.2%
195 / 292
7.7%
232 / 280
23.6%
177 / 240
45.7%
145 / 219
1.7%
HSBC Ash
View Factsheet
1.7%
88 / 292
7.7%
233 / 280
23.7%
172 / 240
54.2%
84 / 219
0.82%
LF New Villture
View Factsheet
1.4%
149 / 292
7.7%
234 / 280
18.3%
223 / 240
39.7%
183 / 219
1.26%
Latour Growth
View Factsheet
1.4%
159 / 292
7.6%
235 / 280
18.4%
220 / 240
40.4%
179 / 219
1.8%
TM Credit Suisse Growth
View Factsheet
1.1%
217 / 292
7.5%
236 / 280
-
-
-
-
1.66%
Thesis Northern Lights
View Factsheet
1.1%
220 / 292
7.5%
237 / 280
20.2%
209 / 240
33.7%
209 / 219
1.32%
Legal and General Rl Inc Bldr
View Factsheet
1.1%
-
7.5%
-
-
-
-
-
0.55%
Hawthorn Portfolio
View Factsheet
2.2%
44 / 292
7.4%
238 / 280
17.7%
225 / 240
39.5%
186 / 219
1.28%
HC KH MA Bal
View Factsheet
1.1%
210 / 292
7.2%
239 / 280
19.6%
213 / 240
31.5%
213 / 219
2.33%
Carvetian Aetos
View Factsheet
2.4%
28 / 292
7.1%
240 / 280
24.7%
165 / 240
42.3%
168 / 219
0.7%
VT MA DRP V
View Factsheet
1%
241 / 292
7.1%
241 / 280
21.2%
198 / 240
39.8%
182 / 219
0.23%
Margetts Sentinel Gth Pfl
View Factsheet
0.5%
278 / 292
7%
242 / 280
-
-
-
-
1.3%
TM Managed
View Factsheet
1.6%
108 / 292
7%
243 / 280
15.7%
228 / 240
37.5%
194 / 219
1.51%
LF Packel Global
View Factsheet
1.3%
183 / 292
6.9%
244 / 280
22.2%
190 / 240
39.6%
184 / 219
1.39%
Scot Wid Bal Sol
View Factsheet
1%
243 / 292
6.9%
245 / 280
18.4%
221 / 240
36%
197 / 219
1.4%
BlackRock NURS II Consensus 70
View Factsheet
0.4%
282 / 292
6.9%
246 / 280
25.8%
152 / 240
44.8%
153 / 219
0.23%
TB Doherty Active Mgd
View Factsheet
1.4%
150 / 292
6.6%
247 / 280
23.7%
173 / 240
44.6%
154 / 219
1.92%
SVS TPI RiskMaster 2
View Factsheet
1%
-
6.6%
-
-
-
-
-
0.89%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
1.3%
177 / 292
6.5%
248 / 280
20.6%
205 / 240
-
-
1.83%
SJP Strategic Managed
View Factsheet
0.9%
257 / 292
6.5%
249 / 280
22.4%
189 / 240
43.2%
163 / 219
1.58%
Crystal
View Factsheet
0.4%
281 / 292
6.4%
250 / 280
22.9%
184 / 240
34.3%
206 / 219
1.17%
Old Mutual Gen Target 5
View Factsheet
0.6%
274 / 292
6.4%
251 / 280
-
-
-
-
1.17%
McInroy & Wood Balanced
View Factsheet
0.7%
266 / 292
6.1%
252 / 280
29.5%
101 / 240
52.9%
91 / 219
1.12%
LF Dartmoor
View Factsheet
2.2%
46 / 292
5.9%
253 / 280
19%
216 / 240
40%
181 / 219
1.85%
Volare Strategic Income
View Factsheet
1.1%
209 / 292
5.9%
254 / 280
-
-
-
-
1.37%
Scot Wid Disc Sol
View Factsheet
0.7%
263 / 292
5.9%
255 / 280
14.7%
232 / 240
30%
215 / 219
1.11%
LF Odey Pfl
View Factsheet
3%
7 / 292
5.7%
256 / 280
12.1%
234 / 240
39%
188 / 219
1.22%
Rathbone Spenser
View Factsheet
0.6%
272 / 292
5.6%
257 / 280
25.1%
162 / 240
38.8%
190 / 219
1.09%
S&W Norton
View Factsheet
2%
59 / 292
5.5%
258 / 280
18.7%
218 / 240
43.7%
160 / 219
1.4%
Carvetian Marley Investment
View Factsheet
1.4%
152 / 292
5.5%
259 / 280
14.7%
231 / 240
34.9%
204 / 219
1.12%
The Cranmer Investment
View Factsheet
2.5%
21 / 292
5.5%
260 / 280
18.7%
217 / 240
34.9%
205 / 219
1.75%
IFSL Galatea Opportunity
View Factsheet
1.7%
102 / 292
5.4%
261 / 280
11.5%
235 / 240
23.1%
219 / 219
1.59%
The Dream Trust
View Factsheet
0.7%
268 / 292
5.4%
262 / 280
21.4%
195 / 240
35.1%
201 / 219
0.85%
Fidelity Ml AssInc&Gth
View Factsheet
0.4%
284 / 292
5.4%
263 / 280
20.6%
206 / 240
-
-
1.27%
Thesis PM
View Factsheet
1.9%
63 / 292
5.3%
264 / 280
20.8%
203 / 240
40.6%
176 / 219
1.77%
Newton Multi-Asset Bal
View Factsheet
-0.1%
292 / 292
5.1%
265 / 280
19.7%
212 / 240
40.5%
178 / 219
0.67%
TB Doherty Balanced Mgd
View Factsheet
0.9%
251 / 292
4.8%
266 / 280
22.4%
188 / 240
40.7%
175 / 219
1.98%
Fidelity Ml Ast Grth
View Factsheet
0.6%
275 / 292
4.4%
267 / 280
20.5%
207 / 240
42.4%
167 / 219
1.08%
Carvetian Andromeda Income
View Factsheet
0.5%
280 / 292
4.2%
268 / 280
15%
230 / 240
31.1%
214 / 219
1.23%
Fidelity Moneybuilder Bln
View Factsheet
0.2%
288 / 292
4.1%
269 / 280
13.2%
233 / 240
40.2%
180 / 219
0.67%
Fidelity Ml Ast All Gr
View Factsheet
0.2%
286 / 292
3.9%
270 / 280
19%
215 / 240
36.6%
195 / 219
0.28%
McInroy & Wood Income
View Factsheet
0.2%
287 / 292
3.8%
271 / 280
17%
226 / 240
35.9%
198 / 219
1.11%
Schroder MM Dvrsty Bln
View Factsheet
1.2%
193 / 292
3.4%
272 / 280
21.5%
194 / 240
43.2%
164 / 219
1.32%
SVS TPI Balanced 3
View Factsheet
1%
248 / 292
3.3%
273 / 280
-
-
-
-
1.31%
City Financial Ml Ass Gth
View Factsheet
2.1%
56 / 292
3%
274 / 280
11.4%
236 / 240
35.1%
202 / 219
1.69%
S&W Quercus
View Factsheet
2.4%
29 / 292
2.9%
275 / 280
11.1%
237 / 240
23.7%
217 / 219
1.3%
SVS TPI Cautious 5
View Factsheet
0.5%
277 / 292
1.8%
276 / 280
-
-
-
-
1.23%
Carvetian Juno
View Factsheet
1.4%
146 / 292
1.7%
277 / 280
7.1%
239 / 240
33.8%
208 / 219
0.68%
Carvetian Savanna
View Factsheet
0.6%
273 / 292
1.1%
278 / 280
6.8%
240 / 240
33.3%
211 / 219
1.02%
Carvetian Fenix Balanced
View Factsheet
1.5%
133 / 292
0.6%
279 / 280
8.5%
238 / 240
32.3%
212 / 219
0.75%
VT MSInSfGth Strat
View Factsheet
-
291 / 292
-
280 / 280
-0.4%
-
-
-
1.43%
MI CharStMuAs3Mdt
View Factsheet
1.1%
232 / 292
-
-
-
-
-
-
1.28%
VT AJ Bell Pasv Adventurous
View Factsheet
0.9%
255 / 292
-
-
-
-
-
-
0.5%
VT AJ Bell Pasv Mod Adventurous
View Factsheet
0.7%
265 / 292
-
-
-
-
-
-
0.5%
OM Creation Adventurous Pf
View Factsheet
1.3%
174 / 292
-
-
-
-
-
-
1.1%
VT Chelsea Mgd Aggr Gth
View Factsheet
2.1%
49 / 292
-
-
-
-
-
-
1.27%
Barclays Multi-Impact Growth
View Factsheet
1%
245 / 292
-
-
-
-
-
-
-
Santander Multi Index 4
View Factsheet
1.6%
119 / 292
-
-
-
-
-
-
0.49%
Vanguard Tgt Retm 2060
View Factsheet
1.4%
143 / 292
-
-
-
-
-
-
0.24%
Vanguard Tgt Retm 2065
View Factsheet
1.4%
147 / 292
-
-
-
-
-
-
0.24%
SJP AdvGrw
View Factsheet
1.6%
115 / 292
-
-
-
-
-
-
-
SJP AdvIntGrw
View Factsheet
2.1%
51 / 292
-
-
-
-
-
-
-
SJP GlGrw
View Factsheet
1.9%
66 / 292
-
-
-
-
-
-
-
Data provided by

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