Investment funds in Mixed Investment 40%-85% Shares

Browse other sectors
Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Orbis Gbl Bal
View Factsheet
-0.1%
215 / 281
29.4%
1 / 267
52.7%
2 / 242
-
-
-
HSBC Wld Seltn Advntr Pfl
View Factsheet
0.5%
118 / 281
28.3%
2 / 267
-
-
-
-
0.8%
S&W Acacia
View Factsheet
2.6%
4 / 281
26.8%
3 / 267
39%
11 / 242
94%
2 / 210
0.51%
SVS TPI Aggressive 1
View Factsheet
0.9%
61 / 281
26.7%
4 / 267
-
-
-
-
1.08%
HSBC Gbl Strat Dyn Pfl
View Factsheet
0.5%
123 / 281
26%
5 / 267
46.6%
4 / 242
74.3%
7 / 210
0.21%
Old Mutual CiriliumDynPas
View Factsheet
0.1%
193 / 281
25.7%
6 / 267
40.4%
7 / 242
-
-
0.85%
Royal London Sus Wrld Trst
View Factsheet
0.5%
120 / 281
25.4%
7 / 267
51.2%
3 / 242
97.9%
1 / 210
0.78%
FP MA DRP VIII
View Factsheet
-1.5%
269 / 281
25.1%
8 / 267
26.7%
127 / 242
32.3%
201 / 210
0.51%
Premier Diversified
View Factsheet
2.4%
6 / 281
24.7%
9 / 267
37.9%
15 / 242
58.5%
61 / 210
0.67%
SVS TPI Growth 2
View Factsheet
0.8%
78 / 281
24.3%
10 / 267
-
-
-
-
1.07%
Old Mutual Cirilium Mod
View Factsheet
1.1%
48 / 281
24.2%
11 / 267
35.6%
22 / 242
69.7%
18 / 210
1.24%
Rathbone Sussex Growth
View Factsheet
-0.3%
228 / 281
24.1%
12 / 267
34.7%
28 / 242
67.5%
21 / 210
1.33%
CF Greenmount
View Factsheet
-1.2%
257 / 281
23.5%
13 / 267
25.1%
159 / 242
48.1%
137 / 210
1.3%
Scot Wid Advn Gth
View Factsheet
0.3%
156 / 281
23.3%
14 / 267
27.6%
110 / 242
60.8%
49 / 210
1.75%
Omnis Mgd Adven
View Factsheet
1%
52 / 281
23.3%
15 / 267
38.8%
13 / 242
74%
10 / 210
0.91%
S&W MF
View Factsheet
-0.9%
249 / 281
23.2%
16 / 267
39.7%
9 / 242
62.5%
38 / 210
1.41%
Aberdeen Divfd Cre Advntr
View Factsheet
2.3%
8 / 281
23%
17 / 267
-
-
-
-
0.45%
Marks & Spencer Worldwide Mgd
View Factsheet
0.4%
132 / 281
23%
18 / 267
34.7%
29 / 242
62.6%
37 / 210
1.56%
Baillie Gifford Managed
View Factsheet
2.1%
10 / 281
23%
19 / 267
38.1%
14 / 242
72.1%
13 / 210
0.45%
Vanguard LifeStrategy80%Equi
View Factsheet
0.4%
150 / 281
22.9%
20 / 267
42.2%
6 / 242
74.2%
8 / 210
0.22%
Omnis MM Adven
View Factsheet
0.5%
129 / 281
22.7%
21 / 267
33.9%
32 / 242
64.8%
28 / 210
1.46%
Old Mutual CiriliumModPas
View Factsheet
0.3%
166 / 281
22.5%
22 / 267
37%
17 / 242
-
-
0.85%
Old Mutual Fdtn 4
View Factsheet
0.4%
143 / 281
22.4%
23 / 267
27%
123 / 242
-
-
0.79%
S&W Millbank East River
View Factsheet
-0.3%
225 / 281
22%
24 / 267
31.9%
50 / 242
51.6%
121 / 210
1.42%
Premier Liberation VI
View Factsheet
1%
50 / 281
22%
25 / 267
34.4%
31 / 242
68.9%
19 / 210
1.44%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
1.2%
42 / 281
21.9%
26 / 267
27.8%
101 / 242
47.8%
140 / 210
0.85%
FP MA DRP VII
View Factsheet
-1%
253 / 281
21.9%
27 / 267
23.4%
183 / 242
45.9%
155 / 210
0.29%
Scot Wid IPS Growth Portfolio
View Factsheet
0.6%
110 / 281
21.8%
35 / 267
33.1%
47 / 242
64.6%
-
0.9%
Zurich Horizon Multi-Asset IV
View Factsheet
1.4%
25 / 281
21.8%
28 / 267
44.3%
5 / 242
-
-
0.81%
S&W Pityoulish
View Factsheet
-0.1%
212 / 281
21.8%
29 / 267
33.1%
40 / 242
65.3%
27 / 210
1.42%
WSSF 5 Aggressive Pfl
View Factsheet
0.3%
153 / 281
21.5%
30 / 267
33%
41 / 242
63.6%
30 / 210
1.28%
S&W Millbank Peapod
View Factsheet
-0.3%
224 / 281
21.4%
31 / 267
30.9%
57 / 242
50.3%
126 / 210
1.43%
IFSL Sinfonia Advntrs Gth Pfl
View Factsheet
0.2%
174 / 281
21.2%
32 / 267
28.6%
91 / 242
57.6%
65 / 210
1.05%
BlackRock NURS II Consensus 85
View Factsheet
0.2%
170 / 281
21.2%
33 / 267
33.1%
39 / 242
57.8%
-
-
M&G Episode Growth
View Factsheet
2.1%
9 / 281
21.1%
34 / 267
28.3%
95 / 242
56.4%
80 / 210
0.94%
Scot Wid Stgc Gth Pfl
View Factsheet
0.1%
196 / 281
21%
36 / 267
27.8%
102 / 242
54%
97 / 210
1.57%
Clmt Ass
View Factsheet
1.7%
15 / 281
20.8%
37 / 267
36%
20 / 242
69.7%
17 / 210
1.36%
Close Tactical Slct Psv Bln
View Factsheet
0.7%
86 / 281
20.4%
38 / 267
32.5%
43 / 242
55%
88 / 210
0.51%
Scot Wid Advn Sol
View Factsheet
0.1%
198 / 281
20.4%
39 / 267
28.9%
83 / 242
61.6%
-
1.35%
FP MA DRP VI
View Factsheet
-0.6%
236 / 281
20.3%
40 / 267
27.7%
104 / 242
-
-
0.28%
Aberdeen Multi Asset
View Factsheet
1.5%
24 / 281
20.3%
41 / 267
23.8%
176 / 242
46.8%
148 / 210
0.93%
HSBC Gbl Strat Bal Pfl
View Factsheet
0.6%
104 / 281
20.2%
42 / 267
36.1%
19 / 242
58.8%
59 / 210
0.19%
Practical Investment
View Factsheet
3%
3 / 281
20.1%
43 / 267
25.3%
155 / 242
74.1%
9 / 210
1.16%
HL MMgrBalMgd
View Factsheet
0.7%
91 / 281
20%
44 / 267
32.4%
44 / 242
67%
22 / 210
-
BlackRock Bal Growth Pfl
View Factsheet
1.7%
16 / 281
20%
45 / 267
26.1%
139 / 242
48.5%
132 / 210
0.97%
FP 8AM Focussed
View Factsheet
0.9%
62 / 281
20%
46 / 267
29.3%
77 / 242
-
-
3.01%
Stan Life Inv Gbl Advtg
View Factsheet
0.3%
157 / 281
19.9%
47 / 267
28.7%
90 / 242
63.4%
32 / 210
0.66%
Lazard Managed Balanced
View Factsheet
0.6%
105 / 281
19.9%
48 / 267
31%
56 / 242
59.8%
52 / 210
0.88%
S&W Ourax
View Factsheet
-1.5%
270 / 281
19.9%
49 / 267
35.2%
24 / 242
62%
41 / 210
0.91%
Architas MA Active Prog
View Factsheet
0.3%
161 / 281
19.8%
50 / 267
32.1%
49 / 242
59.7%
53 / 210
1.5%
Neptune Balanced
View Factsheet
-0.2%
222 / 281
19.8%
51 / 267
25.2%
158 / 242
42.3%
175 / 210
0.82%
Marlborough Balanced
View Factsheet
0.2%
178 / 281
19.8%
52 / 267
29.1%
80 / 242
54.4%
93 / 210
1.87%
Invesco Perp Managed Income
View Factsheet
0.8%
77 / 281
19.7%
53 / 267
33.4%
34 / 242
74.7%
6 / 210
1.08%
Invesco Perp Gbl Bal Ind
View Factsheet
1.4%
28 / 281
19.7%
54 / 267
33.1%
38 / 242
65.7%
25 / 210
0.7%
TM Levitas A
View Factsheet
1.1%
45 / 281
19.7%
55 / 267
30.7%
62 / 242
-
-
1.55%
Rathbone Sherwood
View Factsheet
-1%
254 / 281
19.7%
56 / 267
30.6%
63 / 242
55.3%
86 / 210
1.22%
Premier MultiAsset Gth & Inc
View Factsheet
0.7%
97 / 281
19.6%
57 / 267
39.2%
10 / 242
83.8%
4 / 210
1.71%
UBS Global Allocation UK
View Factsheet
0.7%
93 / 281
19.6%
58 / 267
25.8%
147 / 242
55.3%
87 / 210
0.81%
PUTM Growth
View Factsheet
0.7%
84 / 281
19.5%
59 / 267
29.8%
68 / 242
61.5%
43 / 210
0.19%
L&G Mixed Investment 40-85%
View Factsheet
0.9%
69 / 281
19.5%
60 / 267
30.8%
60 / 242
53.6%
103 / 210
0.49%
Liontrust SF Managed
View Factsheet
1.3%
31 / 281
19.3%
61 / 267
34.6%
30 / 242
71.9%
14 / 210
0.85%
S&W Sylvan Bromfield
View Factsheet
-1.1%
256 / 281
19.3%
62 / 267
34.7%
27 / 242
66.2%
24 / 210
1.04%
Thesis Lockerley
View Factsheet
0.5%
121 / 281
19.3%
63 / 267
29.8%
69 / 242
54.7%
92 / 210
1.43%
S&W Blu-Frog Investment
View Factsheet
-1.8%
273 / 281
19.3%
64 / 267
36.8%
18 / 242
69.9%
16 / 210
1.21%
Omnis Mgd Bal
View Factsheet
0.8%
75 / 281
19.2%
65 / 267
32.2%
46 / 242
63.4%
31 / 210
0.87%
Aviva Inv MM 40-85% shares
View Factsheet
0.1%
199 / 281
19.2%
66 / 267
30.7%
61 / 242
61.5%
45 / 210
1.47%
MGTS Greystone Bal Managed
View Factsheet
1.3%
38 / 281
19.2%
67 / 267
32.3%
45 / 242
61.3%
46 / 210
1.77%
MFM Hathaway
View Factsheet
3.1%
2 / 281
19.1%
68 / 267
30.9%
58 / 242
76.7%
5 / 210
1.59%
WSSF 4 Progressive Pfl
View Factsheet
0.4%
139 / 281
19%
69 / 267
29.5%
76 / 242
56.6%
76 / 210
1.33%
Scot Wid Progressive Growth
View Factsheet
0.3%
164 / 281
19%
70 / 267
26.6%
129 / 242
52.2%
118 / 210
1.77%
Thesis Oenoke
View Factsheet
-0.2%
221 / 281
19%
71 / 267
37.8%
16 / 242
58.4%
62 / 210
1.08%
BlackRock Bal Managed
View Factsheet
1.6%
21 / 281
18.9%
72 / 267
23.9%
175 / 242
45.5%
158 / 210
1.55%
Schroder Managed Balanced
View Factsheet
0.6%
108 / 281
18.9%
73 / 267
26.4%
132 / 242
53.8%
99 / 210
0.97%
CF Navajo
View Factsheet
-1.6%
272 / 281
18.9%
74 / 267
30.8%
59 / 242
56.5%
77 / 210
1.48%
Scot Wid Progressive Pfl
View Factsheet
-
207 / 281
18.8%
75 / 267
31.4%
53 / 242
62.9%
34 / 210
2%
Santander Bal Intl Tracking
View Factsheet
-0%
210 / 281
18.8%
76 / 267
28.2%
96 / 242
54.8%
90 / 210
1.5%
BlackRock Charifaith ComInv
View Factsheet
1.5%
22 / 281
18.8%
77 / 267
30.4%
64 / 242
54.3%
94 / 210
-
Jupiter Merlin Bal Pfl
View Factsheet
0.3%
155 / 281
18.8%
78 / 267
34.9%
26 / 242
62.6%
36 / 210
1.63%
Thesis Wharton
View Factsheet
0.5%
127 / 281
18.7%
79 / 267
27.3%
120 / 242
45.7%
157 / 210
1.39%
CF Seneca Diversified Growth
View Factsheet
1.4%
27 / 281
18.6%
80 / 267
26.3%
135 / 242
54.7%
91 / 210
1.33%
TM Balanced
View Factsheet
-0.8%
247 / 281
18.5%
81 / 267
29.5%
74 / 242
58.4%
63 / 210
1.28%
Threadneedle Navigator Gth Mgd
View Factsheet
1.3%
33 / 281
18.5%
82 / 267
29.6%
73 / 242
62.6%
35 / 210
1.5%
S&W Marathon
View Factsheet
0.9%
56 / 281
18.5%
83 / 267
31.1%
55 / 242
57.4%
68 / 210
0.99%
IFSL Sinfonia Bal Mgd Pfl
View Factsheet
0.3%
152 / 281
18.5%
84 / 267
27.6%
108 / 242
54.1%
96 / 210
1.04%
7IM Moderately Adventurous
View Factsheet
0.7%
94 / 281
18.5%
85 / 267
26%
143 / 242
56.4%
78 / 210
1.42%
MGTS Fut Money Dyn Gth
View Factsheet
0.7%
82 / 281
18.4%
86 / 267
23.5%
182 / 242
53.3%
106 / 210
1.55%
CF Helm Investment
View Factsheet
0%
206 / 281
18.4%
87 / 267
27.4%
117 / 242
39.1%
186 / 210
1.9%
S&W Sylvan Hornbeam
View Factsheet
-1.4%
266 / 281
18.4%
88 / 267
25.2%
157 / 242
57.5%
66 / 210
0.64%
Sentinel Unvrsl Prtflo
View Factsheet
0.7%
89 / 281
18.3%
89 / 267
32.2%
48 / 242
60.8%
48 / 210
1.27%
CF Resilient MM Balanced Managed
View Factsheet
0.4%
138 / 281
18.3%
90 / 267
30%
67 / 242
52.3%
114 / 210
1.25%
HC Sequel Gbl Trg Inc Str
View Factsheet
0.9%
57 / 281
18.3%
91 / 267
33.4%
35 / 242
68.4%
20 / 210
1.64%
Thesis The Global Multi Asset
View Factsheet
0.7%
87 / 281
18.2%
92 / 267
29.3%
78 / 242
55.7%
83 / 210
2.26%
F&C MM Navigator Progressive
View Factsheet
0.7%
95 / 281
18.2%
93 / 267
29.7%
70 / 242
63%
33 / 210
1.79%
BlackRock Armed Frcs Com Inv
View Factsheet
0.9%
58 / 281
18.2%
94 / 267
33.3%
37 / 242
61.5%
44 / 210
-
Close Managed Balanced
View Factsheet
0.6%
98 / 281
18.2%
95 / 267
25.9%
145 / 242
52.5%
113 / 210
1.17%
Thesis Stratford
View Factsheet
0.5%
116 / 281
18.2%
96 / 267
25.3%
154 / 242
47.3%
144 / 210
1.39%
TM UBSUKGbl Growth
View Factsheet
0.7%
92 / 281
18.1%
97 / 267
27.6%
107 / 242
54.2%
95 / 210
1.9%
Sand Aire First Ilona LgTm Cap
View Factsheet
-2.4%
278 / 281
18.1%
98 / 267
28%
98 / 242
50.6%
124 / 210
1.11%
SVS TPI Aggressive 7
View Factsheet
0.8%
79 / 281
18.1%
99 / 267
-
-
-
-
0.62%
IFSL James Hambro Barnham Broom
View Factsheet
0.2%
183 / 281
18.1%
100 / 267
28.8%
87 / 242
-
-
1.49%
Barclays Wealth Gbl Mkts 4
View Factsheet
0.2%
179 / 281
18.1%
101 / 267
22.9%
192 / 242
38.7%
188 / 210
0.45%
Rathbone Spenser
View Factsheet
-1.4%
265 / 281
18.1%
102 / 267
24.3%
168 / 242
43.2%
173 / 210
1.11%
Vanguard LifeStrategy60%Equi
View Factsheet
0.4%
133 / 281
18.1%
103 / 267
35.4%
23 / 242
60.4%
50 / 210
0.22%
CF New Floco
View Factsheet
-2.3%
275 / 281
18%
104 / 267
53.2%
1 / 242
91.9%
3 / 210
0.88%
Fidelity MA Open Grth
View Factsheet
0.1%
200 / 281
18%
105 / 267
24.2%
169 / 242
43%
174 / 210
1.5%
Scot Wid Dyn Sol
View Factsheet
0.1%
192 / 281
18%
106 / 267
25.4%
152 / 242
56.2%
-
1.38%
Ttl Clarty Prtf 5
View Factsheet
0.3%
154 / 281
17.9%
107 / 267
28.4%
93 / 242
53.6%
102 / 210
0.73%
BlackRock NURS II Consensus 70
View Factsheet
0.1%
190 / 281
17.8%
108 / 267
29%
81 / 242
-
-
-
AXA FrmlngtnMgdBal
View Factsheet
0.8%
73 / 281
17.8%
109 / 267
27.6%
106 / 242
59.3%
55 / 210
0.7%
FP Brompton Global Growth
View Factsheet
0.1%
187 / 281
17.8%
110 / 267
27.7%
105 / 242
-
-
1.66%
CF Circus
View Factsheet
-2.4%
277 / 281
17.7%
111 / 267
28%
100 / 242
44.6%
166 / 210
1.21%
MI Hawksmoor Dist
View Factsheet
1.1%
46 / 281
17.7%
112 / 267
29.5%
75 / 242
71.5%
15 / 210
1.78%
CF The Abbotsford
View Factsheet
-1.1%
255 / 281
17.6%
113 / 267
26.8%
126 / 242
59.4%
54 / 210
1.12%
S&W Lancaster
View Factsheet
-0.4%
229 / 281
17.6%
114 / 267
27.2%
121 / 242
43.5%
172 / 210
1.93%
Royal London GMAP Adventurous
View Factsheet
-0.8%
246 / 281
17.6%
115 / 267
-
-
-
-
0.62%
Newton Gbl Balanced
View Factsheet
0.2%
171 / 281
17.6%
116 / 267
31.6%
52 / 242
60.2%
51 / 210
0.5%
CF Canlife Portfolio VI
View Factsheet
0.3%
163 / 281
17.5%
117 / 267
28.9%
84 / 242
-
-
0.87%
IFSL James Hambro Harrier Cap Gth
View Factsheet
0.5%
113 / 281
17.5%
118 / 267
27.4%
115 / 242
-
-
1.5%
Thesis Optima Growth
View Factsheet
0.8%
81 / 281
17.4%
119 / 267
25.9%
146 / 242
57.2%
71 / 210
1.64%
Newton Gth and Inc For Chrts
View Factsheet
0.1%
195 / 281
17.4%
120 / 267
-
-
-
-
0.65%
Sand Aire First Ilona Bal Cap
View Factsheet
-1.5%
271 / 281
17.3%
121 / 267
26.3%
134 / 242
45.1%
162 / 210
1.09%
Zurich Hrzn MA III
View Factsheet
1.3%
30 / 281
17.3%
122 / 267
35.6%
21 / 242
-
-
0.82%
Royal Bank of Scot Balanced
View Factsheet
0.7%
96 / 281
17.3%
123 / 267
27.3%
119 / 242
51%
123 / 210
-
FP MA DRP V
View Factsheet
-0.3%
226 / 281
17.3%
124 / 267
24.9%
162 / 242
47.4%
143 / 210
0.22%
7IM AAP Moderately Advtur
View Factsheet
0.4%
136 / 281
17.3%
125 / 267
25.2%
156 / 242
53.1%
108 / 210
0.66%
S&W Gloucester
View Factsheet
-0.7%
243 / 281
17.2%
126 / 267
30.2%
65 / 242
50%
128 / 210
0.86%
Lib Bal
View Factsheet
0.4%
142 / 281
17.2%
127 / 267
26.2%
136 / 242
53%
109 / 210
1.61%
Margetts Select Strategy
View Factsheet
0.5%
125 / 281
17.2%
128 / 267
26.6%
128 / 242
59.1%
58 / 210
1.43%
Your Portfolio VI
View Factsheet
-
207 / 281
17.1%
129 / 267
28.6%
92 / 242
-
-
1.6%
CF PruDy40-80Pf
View Factsheet
1.2%
43 / 281
17%
130 / 267
27.6%
112 / 242
52.3%
115 / 210
1.58%
Carvetian Edenbeg
View Factsheet
-1.4%
268 / 281
16.9%
131 / 267
24.8%
164 / 242
47.4%
142 / 210
0.94%
CF Canlife Balanced
View Factsheet
0.3%
159 / 281
16.8%
132 / 267
29%
82 / 242
54.8%
89 / 210
1.04%
FP New Horizon Gth
View Factsheet
0.7%
83 / 281
16.8%
133 / 267
28.8%
89 / 242
46.6%
150 / 210
2.32%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
0.8%
76 / 281
16.8%
134 / 267
28.4%
94 / 242
59.3%
57 / 210
1.59%
IFSL James Hambro Master
View Factsheet
-0.7%
244 / 281
16.8%
135 / 267
27.5%
113 / 242
56.8%
74 / 210
1%
Sarasin FoF-Gbl Div Grw
View Factsheet
0.6%
106 / 281
16.8%
136 / 267
-
-
-
-
1.34%
Henderson Multi Mngr Managed
View Factsheet
0.6%
107 / 281
16.7%
137 / 267
26.5%
131 / 242
58.7%
60 / 210
1.55%
Family Balanced International
View Factsheet
0.6%
102 / 281
16.7%
138 / 267
22.7%
198 / 242
43.8%
170 / 210
-
TM UBS (UK) UK Growth
View Factsheet
0.5%
126 / 281
16.7%
139 / 267
25.4%
153 / 242
50.4%
125 / 210
1.65%
FP Tatton Oak Capital Growth
View Factsheet
0%
203 / 281
16.7%
140 / 267
28.1%
97 / 242
55.5%
84 / 210
0.97%
Santander Max70%ShUT
View Factsheet
1.1%
44 / 281
16.7%
141 / 267
25.4%
151 / 242
47.1%
145 / 210
0.9%
Man GLG Balanced Managed
View Factsheet
1%
51 / 281
16.6%
142 / 267
22.3%
203 / 242
59.3%
56 / 210
0.9%
COURTIERS TR Balanced Risk
View Factsheet
0.6%
100 / 281
16.6%
143 / 267
32.8%
42 / 242
66.3%
23 / 210
-
Stan Life Wealth Bal Bridge
View Factsheet
0.4%
148 / 281
16.6%
144 / 267
27.6%
109 / 242
46.2%
152 / 210
1.02%
TM Private Portfolio
View Factsheet
2.6%
5 / 281
16.4%
145 / 267
25.5%
149 / 242
63.9%
29 / 210
1.07%
MGTS Clarion Meridian Ptfl
View Factsheet
0.4%
135 / 281
16.4%
146 / 267
24.7%
165 / 242
55.4%
85 / 210
1.71%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
-0.1%
216 / 281
16.4%
147 / 267
-
-
-
-
-
IFSL James Hambro Rires
View Factsheet
1.2%
40 / 281
16.4%
148 / 267
30.1%
66 / 242
56.9%
73 / 210
1.43%
CF JOHIM Arbor
View Factsheet
-1.4%
262 / 281
16.3%
149 / 267
27.2%
122 / 242
45.3%
160 / 210
1.48%
IFSL James Hambro Penrhos
View Factsheet
0.1%
191 / 281
16.3%
150 / 267
26.3%
133 / 242
52.3%
116 / 210
2.12%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
0.3%
158 / 281
16.3%
151 / 267
26.1%
140 / 242
55.7%
82 / 210
1.39%
Virgin Bd Glt UK and Overseas Share
View Factsheet
0.2%
182 / 281
16.3%
152 / 267
-
-
-
-
-
S&W Plain Andrews
View Factsheet
-0.4%
230 / 281
16.2%
153 / 267
22.5%
202 / 242
36.3%
190 / 210
1.52%
CF PrudentialDynFsd 40-80Pfl
View Factsheet
0.1%
188 / 281
16.2%
154 / 267
-
-
-
-
1.6%
Liontrust SF Caut Mngd
View Factsheet
1.5%
23 / 281
16.2%
155 / 267
-
-
-
-
1.05%
CF OHP
View Factsheet
-2.4%
276 / 281
16.2%
156 / 267
33.7%
33 / 242
53.2%
107 / 210
1.45%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
0.4%
134 / 281
16.1%
157 / 267
22.7%
196 / 242
54.7%
-
1.98%
Threadneedle Mgd Eq Focused
View Factsheet
0.9%
54 / 281
16%
158 / 267
29.6%
71 / 242
57%
72 / 210
0.98%
ACUMEN Progressive Ptfl
View Factsheet
1.3%
29 / 281
16%
159 / 267
-
-
-
-
1.26%
S&W Pendennis
View Factsheet
-0.7%
240 / 281
15.9%
160 / 267
28.9%
86 / 242
57.2%
70 / 210
0.79%
Carvetian Andromeda Growth
View Factsheet
0.1%
197 / 281
15.9%
161 / 267
25.5%
150 / 242
48.6%
131 / 210
1.33%
Thesis Palfrey
View Factsheet
0.5%
122 / 281
15.9%
162 / 267
23.3%
186 / 242
44.9%
163 / 210
1.47%
Royal Bank of Scot Balanced Growth
View Factsheet
0.9%
65 / 281
15.9%
163 / 267
26.9%
125 / 242
53.8%
100 / 210
1.98%
City Financial Ml Ass Gth
View Factsheet
1.7%
17 / 281
15.9%
164 / 267
15.9%
231 / 242
40%
183 / 210
1.59%
IFSL Brooks Macdd Bal
View Factsheet
0.9%
66 / 281
15.9%
165 / 267
23.9%
173 / 242
47.5%
141 / 210
1.39%
SJP Balanced Managed
View Factsheet
0.6%
99 / 281
15.8%
166 / 267
23.6%
180 / 242
51.2%
122 / 210
1.68%
SJP Managed Growth
View Factsheet
0.3%
160 / 281
15.8%
167 / 267
26%
142 / 242
61%
47 / 210
1.54%
HC Stirling House Growth
View Factsheet
1.1%
49 / 281
15.8%
168 / 267
28%
99 / 242
-
-
1.73%
The Hendom
View Factsheet
-1%
251 / 281
15.7%
169 / 267
22.6%
199 / 242
45.9%
156 / 210
1.4%
HSBC Ash
View Factsheet
-0.5%
232 / 281
15.7%
170 / 267
27.4%
114 / 242
58.4%
64 / 210
0.82%
HSBC Balanced
View Factsheet
0.2%
173 / 281
15.7%
171 / 267
27.6%
111 / 242
53.5%
104 / 210
0.72%
SJP Strategic Managed
View Factsheet
0.6%
103 / 281
15.7%
172 / 267
22.7%
197 / 242
46%
153 / 210
1.63%
Elite Balanced
View Factsheet
0.8%
71 / 281
15.6%
173 / 267
23.3%
187 / 242
49.6%
129 / 210
1.85%
Smith & Williamson MMEnduraBal
View Factsheet
1.3%
37 / 281
15.6%
174 / 267
23.6%
181 / 242
46.7%
149 / 210
1.39%
EdenTree Higher Income
View Factsheet
0.7%
88 / 281
15.5%
175 / 267
22.6%
200 / 242
53%
110 / 210
0.79%
S&W Norton
View Factsheet
-1.4%
261 / 281
15.5%
176 / 267
22.8%
194 / 242
48.2%
135 / 210
1.4%
Henderson Inst Gbl Care Mgd
View Factsheet
0.9%
63 / 281
15.4%
177 / 267
31.7%
51 / 242
73.3%
11 / 210
0.84%
Scottish Friendly Managed Growth
View Factsheet
2.4%
7 / 281
15.4%
178 / 267
26.5%
130 / 242
62.1%
40 / 210
1.46%
L&G MM Balanced Trust
View Factsheet
0.2%
181 / 281
15.4%
179 / 267
23%
190 / 242
34.5%
195 / 210
1.44%
S&W The Touchstone
View Factsheet
-1%
252 / 281
15.4%
180 / 267
24.7%
166 / 242
-
-
1.41%
CF Gulland
View Factsheet
-1.4%
263 / 281
15.4%
181 / 267
39.8%
8 / 242
65.3%
26 / 210
1.35%
Old Mutual Managed
View Factsheet
0.2%
172 / 281
15.4%
182 / 267
22.7%
195 / 242
62.5%
39 / 210
0.87%
Thesis Thameside Managed
View Factsheet
0.9%
59 / 281
15.3%
183 / 267
27.8%
103 / 242
50%
127 / 210
2.17%
Royal London GMAP Growth
View Factsheet
0.5%
119 / 281
15.3%
184 / 267
-
-
-
-
0.6%
CF New Viaduct
View Factsheet
-2.3%
274 / 281
15.3%
185 / 267
38.9%
12 / 242
72.4%
12 / 210
1.23%
Carvetian Aetos
View Factsheet
-0.9%
250 / 281
15.3%
186 / 267
22.9%
191 / 242
44.6%
168 / 210
0.7%
IFSL James Hambro Harrier Bal
View Factsheet
0.5%
115 / 281
15.2%
187 / 267
-
-
-
-
1.5%
Fidelity Ml Ast Grth
View Factsheet
-0.1%
218 / 281
15.2%
188 / 267
27.3%
118 / 242
46.3%
151 / 210
1.13%
Sarasin Alpha CIF fr Endm
View Factsheet
0.6%
111 / 281
15.2%
189 / 267
26.1%
138 / 242
57.3%
69 / 210
0.96%
McInroy & Wood Balanced
View Factsheet
-0.2%
220 / 281
15.1%
190 / 267
33.4%
36 / 242
53.7%
101 / 210
1.13%
Thesis Juniper
View Factsheet
0.8%
70 / 281
15%
191 / 267
31.2%
54 / 242
56.4%
79 / 210
0.63%
S&W Brighton Rock
View Factsheet
-1.3%
259 / 281
15%
192 / 267
29.6%
72 / 242
56.7%
75 / 210
1.53%
Lib Stgc
View Factsheet
0.5%
117 / 281
14.9%
193 / 267
22.1%
204 / 242
40.9%
178 / 210
1.98%
HC KB Endeavour MA Balanced
View Factsheet
0.2%
176 / 281
14.9%
194 / 267
21.6%
206 / 242
32.9%
199 / 210
2.23%
Schroder MM Dvrsty Bln
View Factsheet
-0.6%
235 / 281
14.7%
195 / 267
21.5%
207 / 242
55.9%
81 / 210
1.31%
The Buckingham
View Factsheet
-1.3%
260 / 281
14.6%
196 / 267
20.5%
214 / 242
30.4%
205 / 210
1.31%
Fidelity Ml Ast All Gr
View Factsheet
0.2%
180 / 281
14.6%
197 / 267
23.8%
177 / 242
39.1%
185 / 210
0.28%
CF New Grande Motte
View Factsheet
-1.4%
267 / 281
14.6%
198 / 267
35.2%
25 / 242
57.5%
67 / 210
1.13%
CF Canlife Portfolio V
View Factsheet
0.4%
140 / 281
14.5%
199 / 267
27.4%
116 / 242
-
-
0.85%
Thesis PM
View Factsheet
0.5%
124 / 281
14.5%
200 / 267
28.8%
88 / 242
44%
169 / 210
1.77%
S&W Headway
View Factsheet
-0.1%
214 / 281
14.5%
201 / 267
26.1%
137 / 242
39.1%
184 / 210
1.82%
Scot Wid Stgc Sol
View Factsheet
0.1%
189 / 281
14.5%
202 / 267
20.4%
215 / 242
47.2%
-
1.39%
TM Credit Suisse Growth
View Factsheet
0.4%
131 / 281
14.4%
203 / 267
-
-
-
-
-
The Dream Trust
View Factsheet
-1.2%
258 / 281
14.4%
204 / 267
22.1%
205 / 242
33.7%
197 / 210
0.85%
TB Doherty Active Mgd
View Factsheet
0%
205 / 281
14.3%
205 / 267
23.1%
189 / 242
48.3%
134 / 210
1.84%
Close Balanced Portfolio
View Factsheet
1.2%
39 / 281
14.3%
206 / 267
24.1%
171 / 242
51.7%
120 / 210
0.85%
TM UBS (UK) UK Income Focus
View Factsheet
0.4%
141 / 281
14.1%
207 / 267
22.5%
201 / 242
44.6%
167 / 210
1.6%
SVS Church House Bal Eq Inc
View Factsheet
0.5%
114 / 281
14.1%
208 / 267
19.3%
219 / 242
52.3%
117 / 210
1.58%
Margetts Sentinel Gth Pfl
View Factsheet
0.2%
184 / 281
14.1%
209 / 267
-
-
-
-
1.22%
SVS TPI Balanced 3
View Factsheet
-0.5%
233 / 281
14%
210 / 267
-
-
-
-
1.31%
SVS TPI Balanced 1
View Factsheet
1.6%
20 / 281
13.9%
211 / 267
-
-
-
-
0.85%
Your Portfolio V
View Factsheet
0.3%
169 / 281
13.9%
212 / 267
24.9%
161 / 242
-
-
1.55%
Jupiter Dist and Gth
View Factsheet
1.3%
32 / 281
13.8%
213 / 267
24.8%
163 / 242
61.6%
42 / 210
1.04%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
1.3%
34 / 281
13.7%
214 / 267
16.3%
229 / 242
32.3%
202 / 210
2.22%
IFSL Tlny Btinv Gth Pfl
View Factsheet
0.7%
90 / 281
13.7%
215 / 267
24.9%
160 / 242
52.1%
119 / 210
1.54%
S&W Knotts Investment
View Factsheet
-0.1%
213 / 281
13.7%
216 / 267
18.7%
222 / 242
48.4%
133 / 210
1.03%
MGTS IBOSS 4
View Factsheet
0.4%
144 / 281
13.6%
217 / 267
-
-
-
-
0.93%
SF Positive
View Factsheet
1.3%
36 / 281
13.6%
218 / 267
27%
124 / 242
52.9%
111 / 210
2%
TB Doherty Balanced Mgd
View Factsheet
-0%
211 / 281
13.6%
219 / 267
23.3%
185 / 242
45.9%
154 / 210
1.89%
SVS Brown Shipley Balanced
View Factsheet
0.1%
194 / 281
13.6%
220 / 267
-
-
-
-
1.28%
CF Dartmoor
View Factsheet
0.2%
175 / 281
13.5%
221 / 267
23.9%
174 / 242
40.2%
181 / 210
2.05%
Newton Multi-Asset Bal
View Factsheet
0%
204 / 281
13.5%
222 / 267
26%
141 / 242
47.9%
138 / 210
0.67%
Thesis Northern Lights
View Factsheet
0%
202 / 281
13.5%
223 / 267
20.5%
213 / 242
38.6%
189 / 210
1.32%
Scot Wid Bal Gth
View Factsheet
0.5%
130 / 281
13.5%
224 / 267
21%
210 / 242
41.8%
176 / 210
1.81%
HC Stirling House Baln
View Factsheet
1.1%
47 / 281
13.5%
225 / 267
24.1%
172 / 242
-
-
1.82%
VT The Prestney
View Factsheet
-0.7%
238 / 281
13.4%
226 / 267
24.1%
170 / 242
36.2%
191 / 210
1.2%
Fidelity Ml AssInc&Gth
View Factsheet
0.2%
186 / 281
13.4%
227 / 267
25.8%
148 / 242
-
-
1.27%
S&W Devonshire
View Factsheet
-0.4%
231 / 281
13.2%
228 / 267
5.5%
241 / 242
33.7%
198 / 210
1.39%
FP Thoroughbred Core Alpha
View Factsheet
0.9%
64 / 281
13%
229 / 267
22.8%
193 / 242
48.1%
136 / 210
1.39%
CF Institutional World
View Factsheet
0.4%
145 / 281
13%
230 / 267
28.9%
85 / 242
54%
98 / 210
0.98%
CF Robin
View Factsheet
0.4%
149 / 281
13%
231 / 267
23.7%
179 / 242
41.4%
177 / 210
1.39%
L&G Real Income Builder
View Factsheet
0.5%
128 / 281
12.9%
232 / 267
-
-
-
-
-
McInroy & Wood Income
View Factsheet
-0.1%
217 / 281
12.8%
233 / 267
21%
209 / 242
44.9%
164 / 210
1.12%
EFA Eden SRI
View Factsheet
0.9%
67 / 281
12.7%
234 / 267
19.7%
217 / 242
-
-
2.13%
Old Mutual Gen Target 5
View Factsheet
0.2%
185 / 281
12.7%
235 / 267
-
-
-
-
1.12%
CF New Villture
View Factsheet
0.6%
109 / 281
12.5%
236 / 267
23.1%
188 / 242
44.8%
165 / 210
1.26%
Scot Wid Bal Sol
View Factsheet
0.3%
165 / 281
12.4%
237 / 267
18.2%
225 / 242
41.6%
-
1.4%
Barclays Dividend & Growth
View Factsheet
1.6%
19 / 281
12.4%
238 / 267
17.5%
227 / 242
47.1%
146 / 210
-
TM Managed
View Factsheet
0.4%
137 / 281
12.3%
239 / 267
20.6%
212 / 242
45.2%
161 / 210
1.51%
Legal and General Rl Inc Bldr
View Factsheet
0.4%
-
12.2%
-
-
-
-
-
0.62%
Hawthorn Portfolio
View Factsheet
-1.4%
264 / 281
12.1%
240 / 267
19.3%
218 / 242
46.8%
147 / 210
1.28%
Barclays Growth Portfolio
View Factsheet
1.7%
18 / 281
12.1%
241 / 267
14.1%
235 / 242
40.5%
180 / 210
-
Fidelity Moneybuilder Bln
View Factsheet
0.3%
168 / 281
11.9%
242 / 267
24.5%
167 / 242
53.5%
105 / 210
0.67%
The Cranmer Investment
View Factsheet
-0.3%
227 / 281
11.9%
243 / 267
18.1%
226 / 242
40.7%
179 / 210
1.76%
Latour Growth
View Factsheet
-0.7%
242 / 281
11.7%
244 / 267
21.1%
208 / 242
45.3%
159 / 210
1.8%
Crystal
View Factsheet
-0.5%
234 / 281
11.6%
245 / 267
29.2%
79 / 242
35.4%
192 / 210
1.18%
EdenTree Amity Bal FdFor Chrt
View Factsheet
0.6%
101 / 281
11.2%
246 / 267
23.7%
178 / 242
52.8%
112 / 210
0.82%
CF Packel Global
View Factsheet
-0.3%
223 / 281
11.1%
247 / 267
25.9%
144 / 242
38.8%
187 / 210
1.39%
Your Portfolio IV
View Factsheet
0.4%
151 / 281
11%
248 / 267
20.8%
211 / 242
-
-
1.5%
Carvetian Andromeda Income
View Factsheet
0.4%
147 / 281
10.8%
249 / 267
18.3%
224 / 242
35%
193 / 210
1.27%
Baring Targeted Return
View Factsheet
1.3%
35 / 281
10.8%
250 / 267
19.1%
220 / 242
34.9%
194 / 210
-
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
1.2%
41 / 281
10.8%
251 / 267
10.2%
238 / 242
22.2%
209 / 210
1.97%
CF Drygate
View Factsheet
0.8%
74 / 281
10.4%
252 / 267
18.4%
223 / 242
49%
130 / 210
1.42%
Carvetian Havenrock
View Factsheet
1%
53 / 281
10.3%
253 / 267
19.8%
216 / 242
31.7%
204 / 210
1.02%
Scot Wid Disc Sol
View Factsheet
0.4%
146 / 281
10.2%
254 / 267
15%
232 / 242
-
-
1.11%
Carvetian Marley Investment
View Factsheet
0.2%
177 / 281
9.6%
255 / 267
18.8%
221 / 242
40%
182 / 210
1.15%
S&W Quercus
View Factsheet
-0.7%
239 / 281
9.5%
256 / 267
16.5%
228 / 242
25.1%
207 / 210
1.17%
JPM Balanced Managed
View Factsheet
1.9%
11 / 281
9.1%
257 / 267
23.3%
184 / 242
-
-
0.83%
CF Ruffer European
View Factsheet
0.9%
68 / 281
7.5%
258 / 267
10.5%
237 / 242
43.5%
171 / 210
1.28%
SVS TPI Cautious 5
View Factsheet
-0.7%
245 / 281
7.3%
259 / 267
-
-
-
-
1.23%
IFSL Galatea Opportunity
View Factsheet
-0.2%
219 / 281
6.3%
260 / 267
11.6%
236 / 242
20.4%
210 / 210
1.75%
CF Odey Pfl
View Factsheet
-0.7%
241 / 281
6.3%
261 / 267
8.7%
240 / 242
47.9%
139 / 210
1.23%
Carvetian Fenix Balanced
View Factsheet
-3.2%
279 / 281
3.8%
262 / 267
14.6%
233 / 242
34.2%
196 / 210
1.22%
TM Fulcrum Diversified Growth
View Factsheet
0.9%
60 / 281
3.5%
263 / 267
5.2%
242 / 242
26.5%
206 / 210
1.36%
Sentinel Dfnsve Prtflo
View Factsheet
0.3%
162 / 281
3.5%
264 / 267
9.2%
239 / 242
23.6%
208 / 210
0.66%
Carvetian Juno
View Factsheet
-4%
281 / 281
1%
265 / 267
14.3%
234 / 242
32.6%
200 / 210
0.75%
Carvetian Savanna
View Factsheet
-3.2%
280 / 281
0.4%
266 / 267
16%
230 / 242
31.7%
203 / 210
1.03%
VT MSInSfGth Strat
View Factsheet
-
207 / 281
-
267 / 267
-
-
-
-
1.43%
MI Temple Relative Return
View Factsheet
4.1%
1 / 281
-
-
-
-
-
-
2%
SVS TPI RiskMaster 2
View Factsheet
-0.7%
237 / 281
-
-
-
-
-
-
0.89%
SVS TPI RiskMaster 3
View Factsheet
-0.9%
248 / 281
-
-
-
-
-
-
0.89%
Vanguard Global Balanced
View Factsheet
0%
201 / 281
-
-
-
-
-
-
0.6%
SVS TPI Aggressive 6
View Factsheet
0.9%
55 / 281
-
-
-
-
-
-
0.6%
SVS TPI Growth 6
View Factsheet
0.8%
80 / 281
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlGrPf
View Factsheet
1.8%
13 / 281
-
-
-
-
-
-
-
IFSL TlyBtnGlAgGP
View Factsheet
1.8%
14 / 281
-
-
-
-
-
-
-
MI CharStMuAs3Mdt
View Factsheet
-
-
-
-
-
-
-
-
-
UBS (UK) Gbl Gth Allocation
View Factsheet
1.4%
26 / 281
-
-
-
-
-
-
0.89%
Volare Balanced
View Factsheet
0.7%
85 / 281
-
-
-
-
-
-
1.32%
Volare Growth
View Factsheet
0.8%
72 / 281
-
-
-
-
-
-
1.38%
Volare Strategic Income
View Factsheet
0.6%
112 / 281
-
-
-
-
-
-
1.37%
VT AJ Bell Pasv Adventurous
View Factsheet
-
-
-
-
-
-
-
-
-
VT AJ Bell Pasv Mod Adventurous
View Factsheet
-
-
-
-
-
-
-
-
-
Wesleyan ModHiRiskRewardInc
View Factsheet
1.8%
12 / 281
-
-
-
-
-
-
1.41%
Rathbone CorInvFdForCha
View Factsheet
0.3%
167 / 281
-
-
-
-
-
-
0.88%
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.