Investment funds in Specialist

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
SF Petrhse Sm Cos Gold
View Factsheet
-3.5%
96 / 118
77.3%
1 / 119
32.2%
-
-62.1%
-
5.32%
WAY Charteris Gd Prcsml
View Factsheet
-8.8%
116 / 118
57.2%
2 / 119
22.3%
65 / 112
-42.8%
91 / 93
1.78%
Old Mutual JPM Nat Res
View Factsheet
-5.7%
110 / 118
55.8%
3 / 119
3.6%
96 / 112
-
-
0.75%
JPM Natural Resources
View Factsheet
-5.4%
107 / 118
54.6%
4 / 119
2%
101 / 112
-32.2%
89 / 93
0.93%
Jupiter India
View Factsheet
3.7%
2 / 118
49.1%
5 / 119
135.2%
1 / 112
120.3%
5 / 93
1.09%
Neptune Russia & Gtr Rus
View Factsheet
-5.7%
111 / 118
48.9%
6 / 119
33.8%
40 / 112
-0.8%
76 / 93
1.1%
Aberdeen Latin American Eq
View Factsheet
-1.6%
88 / 118
47.4%
7 / 119
30.8%
45 / 112
4%
71 / 93
1.27%
Neptune Latin America
View Factsheet
-6.5%
113 / 118
46.8%
8 / 119
28.5%
50 / 112
5.4%
68 / 93
1.22%
Scot Wid Latin American
View Factsheet
-1.8%
91 / 118
46.6%
9 / 119
28.9%
47 / 112
-8.8%
79 / 93
2%
Stewart Investors Ltn Amr
View Factsheet
1.7%
19 / 118
42.2%
10 / 119
47.1%
15 / 112
28.3%
49 / 93
1.19%
Neptune India
View Factsheet
3%
6 / 118
40.5%
11 / 119
103%
3 / 112
102.8%
8 / 93
1.18%
F&C UK Equity Linked Inflation
View Factsheet
2.2%
16 / 118
40.3%
12 / 119
64.4%
6 / 112
105.3%
6 / 93
0.35%
JPM Global Financials
View Factsheet
-1.7%
90 / 118
39.7%
13 / 119
50%
10 / 112
89.3%
12 / 93
0.93%
Invesco Perp Emerging Eurpn
View Factsheet
-4.3%
101 / 118
39.2%
14 / 119
40.3%
24 / 112
22.7%
55 / 93
1.17%
CF Ruffer Gold
View Factsheet
-4.8%
104 / 118
38.9%
15 / 119
49.5%
12 / 112
-40.9%
90 / 93
1.29%
Artemis Global Energy
View Factsheet
-6%
112 / 118
38.2%
16 / 119
-18.8%
110 / 112
-30.4%
87 / 93
1.02%
BlackRock Nat Res Gth & Inc
View Factsheet
-4.9%
105 / 118
37.7%
17 / 119
25.2%
58 / 112
19.4%
61 / 93
0.97%
AXA Framlington Financial
View Factsheet
-0.6%
72 / 118
37.6%
18 / 119
44.1%
20 / 112
90.4%
11 / 93
0.87%
Smith & Williamson GblGld&Res
View Factsheet
-6.9%
114 / 118
37.2%
19 / 119
34.6%
37 / 112
-23.6%
86 / 93
0.72%
Jupiter Emerging Euro Opps
View Factsheet
-3%
94 / 118
36.6%
20 / 119
27.3%
53 / 112
4.4%
70 / 93
1.26%
Stewart Investors IndSbnt
View Factsheet
1.4%
23 / 118
35.6%
21 / 119
106.9%
2 / 112
140.2%
-
1.2%
Threadneedle Latin Amer
View Factsheet
-3.5%
97 / 118
35.3%
22 / 119
13.5%
82 / 112
-16%
83 / 93
0.91%
MFM Junior Gold
View Factsheet
-9.4%
117 / 118
35%
23 / 119
7.6%
92 / 112
-63.6%
93 / 93
1.28%
HL MMgr Asia and Emg Mrkts
View Factsheet
3%
5 / 118
34.6%
24 / 119
-
-
-
-
-
CF Canlife Global Resource
View Factsheet
-8.6%
115 / 118
34.3%
25 / 119
0.8%
105 / 112
-
-
1.2%
JPM EmEurEq
View Factsheet
-3.6%
98 / 118
33.8%
26 / 119
26.6%
57 / 112
3.9%
72 / 93
0.93%
BlackRock Gold & General
View Factsheet
-3.9%
100 / 118
33.8%
27 / 119
40.1%
26 / 112
-20.6%
84 / 93
1.17%
Fidelity EmEur Md Et Af
View Factsheet
1.9%
18 / 118
33.7%
28 / 119
40.3%
25 / 112
42.1%
35 / 93
1.1%
Aberdeen Financial Equity
View Factsheet
-0.9%
77 / 118
33.4%
29 / 119
44%
21 / 112
-
-
0.9%
Old Mutual Blckrk Gd & Gnr
View Factsheet
-3.7%
99 / 118
33.1%
30 / 119
39.5%
28 / 112
-
-
0.85%
Investec Enhanced Nat Res
View Factsheet
-5.5%
108 / 118
32.9%
31 / 119
22.5%
64 / 112
5.6%
67 / 93
0.84%
F&C UK Equity Linked Gilt
View Factsheet
2.1%
17 / 118
32.5%
32 / 119
60.3%
8 / 112
95.7%
9 / 93
0.37%
F&C Overseas Eq Lkd UK Infln
View Factsheet
1.1%
32 / 118
32.3%
33 / 119
70.8%
4 / 112
138.5%
2 / 93
0.35%
Stewart Investors Gbl EmMk
View Factsheet
2.3%
15 / 118
32.1%
34 / 119
43.8%
22 / 112
55.4%
28 / 93
1.09%
Invesco Perp Latin American
View Factsheet
-4.5%
102 / 118
31.7%
35 / 119
8.7%
88 / 112
-13.4%
81 / 93
1%
Henderson Gbl Financials
View Factsheet
-2.2%
93 / 118
31.1%
36 / 119
33.9%
39 / 112
84.2%
13 / 93
1.09%
Baring German Gth
View Factsheet
2.8%
9 / 118
30.7%
37 / 119
38.9%
30 / 112
104%
7 / 93
0.82%
Stewart Investors Gb EMLd
View Factsheet
2.5%
12 / 118
30.3%
38 / 119
49.8%
11 / 112
58.9%
26 / 93
0.92%
Stewart Investors GbEMSus
View Factsheet
3%
7 / 118
29.9%
39 / 119
47.9%
13 / 112
70.8%
19 / 93
1.06%
Schroder Small Cap Discovery
View Factsheet
2.3%
14 / 118
29.2%
40 / 119
47.3%
14 / 112
74.6%
18 / 93
0.98%
SJP Ethical
View Factsheet
-
60 / 118
29.1%
41 / 119
30.8%
46 / 112
44.5%
34 / 93
1.63%
Close Winchester Investment
View Factsheet
2.7%
10 / 118
29%
42 / 119
41.2%
23 / 112
66.3%
21 / 93
-
Moray Plc Invs Cmp
View Factsheet
2.5%
13 / 118
28.7%
43 / 119
62.5%
7 / 112
-
-
0.57%
Jupiter Int Financials
View Factsheet
-0.9%
79 / 118
28.6%
44 / 119
33.5%
41 / 112
91.7%
10 / 93
1.13%
Aberdeen MMgr Ethical Pfl
View Factsheet
1.5%
21 / 118
28.4%
45 / 119
44.7%
17 / 112
78.5%
16 / 93
1.65%
Aberdeen Estrn Eurpn Equty
View Factsheet
-1.4%
84 / 118
28.1%
46 / 119
35.6%
35 / 112
21.1%
59 / 93
1.13%
Baring Gbl Agriculture
View Factsheet
-0.9%
76 / 118
27.4%
47 / 119
34.1%
38 / 112
45.2%
33 / 93
1.08%
AXA Framlington Biotech
View Factsheet
-0.6%
71 / 118
27.1%
48 / 119
44.7%
18 / 112
195.9%
1 / 93
0.82%
Sarasin Food & Agri Opp
View Factsheet
-1.3%
83 / 118
26.4%
49 / 119
46.1%
16 / 112
53.9%
30 / 93
0.99%
MFM Junior Oils Trust
View Factsheet
-11.2%
118 / 118
26%
50 / 119
-44.4%
112 / 112
-59.4%
92 / 93
1.21%
Investec Global Gold
View Factsheet
-5.4%
106 / 118
25.7%
51 / 119
32.4%
43 / 112
-21.1%
85 / 93
0.97%
Aviva Inv Mlti Ast V
View Factsheet
1.2%
29 / 118
25.7%
52 / 119
44.6%
19 / 112
63%
22 / 93
0.59%
AXA Framlington Health
View Factsheet
0.7%
39 / 118
25.3%
53 / 119
55.5%
9 / 112
135.6%
3 / 93
0.82%
Jupiter Financial Opps
View Factsheet
-1.4%
87 / 118
25.1%
54 / 119
27.7%
51 / 112
78.9%
15 / 93
0.99%
WAY GblMomentum
View Factsheet
0%
58 / 118
24.8%
55 / 119
20.6%
68 / 112
39.5%
38 / 93
1.42%
F&C Overseas Eq Linked UK Gilt
View Factsheet
1.3%
25 / 118
24.7%
56 / 119
66.6%
5 / 112
126.8%
4 / 93
0.39%
McInroy & Wood Emg Mkts
View Factsheet
1.2%
31 / 118
24.6%
57 / 119
39.1%
29 / 112
37.2%
39 / 93
1.35%
Charishare Restricted
View Factsheet
1.1%
33 / 118
23.6%
58 / 119
28.7%
49 / 112
62.3%
24 / 93
-
FP WM Global Trend
View Factsheet
-1.2%
82 / 118
23.6%
59 / 119
27.6%
52 / 112
23.3%
54 / 93
1.48%
CF Canlife Global Infrastructure
View Factsheet
2.8%
8 / 118
22.7%
60 / 119
36.7%
34 / 112
-
-
1.22%
Investec Global Energy
View Factsheet
-5.5%
109 / 118
22.6%
61 / 119
-14%
108 / 112
-13.7%
82 / 93
0.88%
WAY Green Portfolio
View Factsheet
1.3%
26 / 118
22%
62 / 119
25.1%
59 / 112
21.3%
57 / 93
2.25%
CF Eclectica Agriculture
View Factsheet
-3.2%
95 / 118
21.7%
63 / 119
28.8%
48 / 112
32.9%
42 / 93
2.14%
CF PE Managed
View Factsheet
2.7%
11 / 118
21.5%
64 / 119
37.2%
32 / 112
55%
29 / 93
1.69%
Baring Korea Trust
View Factsheet
3.7%
1 / 118
21.3%
65 / 119
34.7%
36 / 112
29.1%
48 / 93
0.96%
Aviva Inv Mlti Ast IV
View Factsheet
1%
34 / 118
20.9%
66 / 119
37.3%
31 / 112
62.6%
23 / 93
0.58%
CF Ruffer Pacific
View Factsheet
-0.1%
61 / 118
20.7%
67 / 119
39.9%
27 / 112
79.1%
14 / 93
1.29%
Barclays Charity
View Factsheet
0.7%
41 / 118
20.4%
68 / 119
26.9%
55 / 112
-
-
-
Marlborough ETF Comm
View Factsheet
-4.7%
103 / 118
19.7%
69 / 119
-17.2%
109 / 112
-32.1%
88 / 93
1.13%
S&W TS Campana
View Factsheet
3.2%
4 / 118
19.5%
70 / 119
27.2%
54 / 112
-
-
0.76%
Newton 50/50 Global Equity
View Factsheet
0.7%
40 / 118
18.2%
71 / 119
30.9%
44 / 112
60%
25 / 93
0.57%
Scot Wid Environmental Inv
View Factsheet
3.6%
3 / 118
17.5%
72 / 119
16.7%
72 / 112
55.5%
-
1.62%
Scot Wid Ethical
View Factsheet
1.6%
20 / 118
17.3%
73 / 119
14.6%
79 / 112
44.7%
-
1.62%
Aviva Inv Mlti Ast III
View Factsheet
0.8%
38 / 118
17.2%
74 / 119
32.9%
42 / 112
53.6%
31 / 93
0.59%
Marlborough ETF Gbl Gth
View Factsheet
1%
35 / 118
17.1%
75 / 119
23.8%
61 / 112
51.5%
32 / 93
1.2%
Newton Maiden
View Factsheet
1.2%
30 / 118
17.1%
76 / 119
36.8%
33 / 112
78.1%
17 / 93
0.47%
FP Octopus Dyn Mxd Ast
View Factsheet
0.6%
44 / 118
16.8%
77 / 119
26.7%
56 / 112
33.6%
41 / 93
0.69%
Henderson Dvsfd Alternatives
View Factsheet
0.5%
49 / 118
16.5%
78 / 119
21.3%
67 / 112
-
-
0.63%
Newton MultiAssetDivfdRtn
View Factsheet
1.5%
22 / 118
16.1%
79 / 119
22.8%
63 / 112
37%
40 / 93
0.71%
The Wine Investment
View Factsheet
-
-
14.9%
80 / 119
8.6%
89 / 112
-6.5%
78 / 93
-
TwentyFour Asset Backed Income
View Factsheet
1.2%
28 / 118
13.8%
81 / 119
14.3%
81 / 112
-
-
0.67%
Stonehage Fleming UK Eq Inc
View Factsheet
1.3%
27 / 118
13.6%
82 / 119
21.7%
66 / 112
55.8%
27 / 93
1.64%
Consistent Unit Trust
View Factsheet
1.4%
24 / 118
13.2%
83 / 119
17.3%
71 / 112
41.7%
36 / 93
1.15%
FP Bwk Div Pfl
View Factsheet
0.6%
47 / 118
12.9%
84 / 119
19.6%
69 / 112
32.7%
43 / 93
1.62%
Invesco Perp Baln Risk 10
View Factsheet
-1.7%
89 / 118
12.8%
85 / 119
16.5%
73 / 112
27.4%
51 / 93
0.77%
Invesco Perpetual Gbl FinCap
View Factsheet
0.5%
48 / 118
12.3%
86 / 119
15%
77 / 112
66.5%
20 / 93
0.77%
Man GLG ABS
View Factsheet
0.9%
37 / 118
11.9%
87 / 119
8.4%
90 / 112
30.2%
46 / 93
0.25%
VT UK Infra Inc
View Factsheet
0.9%
36 / 118
11.6%
88 / 119
-
-
-
-
0.75%
Aviva Inv Mlti Ast II
View Factsheet
0.6%
46 / 118
11.5%
89 / 119
24.5%
60 / 112
40.3%
37 / 93
0.63%
FP Russell Investments RlAsts
View Factsheet
-0.9%
78 / 118
10.8%
90 / 119
11.3%
86 / 112
15.9%
63 / 93
1.22%
Invesco Perp Baln Risk 8
View Factsheet
-1.4%
85 / 118
10.3%
91 / 119
13.4%
83 / 112
21.1%
58 / 93
0.73%
Baillie Gifford MlAssGth
View Factsheet
-0.4%
69 / 118
10.3%
92 / 119
-
-
-
-
0.61%
Henderson Secured Loans
View Factsheet
0.7%
42 / 118
10.2%
93 / 119
14.4%
80 / 112
32.2%
44 / 93
1.01%
FP Tellsons Endeavour
View Factsheet
-0.1%
64 / 118
9.8%
94 / 119
8.1%
91 / 112
-
-
1.32%
CF Canlife Strategic Return
View Factsheet
-1.4%
86 / 118
9.5%
95 / 119
-
-
-
-
1%
Baillie Gifford DivfdGth
View Factsheet
-0.2%
65 / 118
9.5%
96 / 119
16.3%
74 / 112
27.7%
50 / 93
0.83%
M&G Episode Macro
View Factsheet
0.4%
52 / 118
8.5%
97 / 119
23.3%
62 / 112
19.4%
60 / 93
0.95%
Kames Diversified Growth
View Factsheet
-0.3%
67 / 118
8.2%
98 / 119
17.5%
70 / 112
22.6%
56 / 93
0.61%
Invesco Perp Baln Risk 6
View Factsheet
-1.1%
80 / 118
7.9%
99 / 119
10.4%
87 / 112
15.7%
64 / 93
0.78%
TwentyFour MonumtBd
View Factsheet
0.6%
45 / 118
7.4%
100 / 119
5.9%
93 / 112
24.4%
53 / 93
0.83%
Investec Divfd Gth
View Factsheet
-0.3%
66 / 118
7.4%
101 / 119
14.9%
78 / 112
29.6%
47 / 93
0.86%
M&G Gbl Convertibles
View Factsheet
-0.7%
75 / 118
6.9%
102 / 119
12.7%
84 / 112
34.4%
-
0.92%
CF Canlife Total Return
View Factsheet
-1.2%
81 / 118
6.5%
103 / 119
2.4%
100 / 112
14%
66 / 93
1.36%
Aviva Inv Mlti Ast I
View Factsheet
0.3%
54 / 118
6.4%
104 / 119
15.6%
75 / 112
25%
52 / 93
0.7%
BlackRock Market Advantage
View Factsheet
-0.7%
74 / 118
6.4%
105 / 119
-
-
-
-
0.46%
F&C High Income
View Factsheet
0%
59 / 118
5.1%
106 / 119
3.3%
97 / 112
5%
69 / 93
1.86%
Stan Life Inv EnhdDivGth
View Factsheet
-0.5%
70 / 118
4.9%
107 / 119
15.6%
76 / 112
-
-
0.84%
Investec UK Total Return
View Factsheet
-2.2%
92 / 118
4.5%
108 / 119
11.8%
85 / 112
30.3%
45 / 93
0.76%
M&G Episode Defensive
View Factsheet
-0.3%
68 / 118
3.6%
109 / 119
3.6%
95 / 112
-
-
0.74%
Manek Growth
View Factsheet
0.3%
53 / 118
3.6%
110 / 119
-21.7%
111 / 112
-13%
80 / 93
3.28%
BlackRock Dynamic Allocation
View Factsheet
0.5%
50 / 118
3.1%
111 / 119
-
-
-
-
0.5%
BlackRock Dynamic Divfd Gth
View Factsheet
0.5%
51 / 118
2.7%
112 / 119
2.8%
99 / 112
15.1%
65 / 93
0.76%
FP SCDavies Gbl Altnves
View Factsheet
0.3%
55 / 118
2.6%
113 / 119
3.1%
98 / 112
1.4%
74 / 93
3.09%
CF Bentley US Dollar Balanced
View Factsheet
0.7%
43 / 118
2.4%
114 / 119
0.9%
104 / 112
16.2%
62 / 93
2.2%
Omnis Alt Str
View Factsheet
-0.1%
63 / 118
1.7%
115 / 119
5.5%
94 / 112
-
-
1.39%
CF Bentley Sterling Income
View Factsheet
0.1%
56 / 118
1%
116 / 119
1.4%
103 / 112
0.7%
75 / 93
1.9%
Investec Short Dtd Bd
View Factsheet
-0.1%
62 / 118
0.2%
117 / 119
1.5%
102 / 112
-
-
0.23%
CF Waverton Alternatives II
View Factsheet
0%
57 / 118
-0.1%
118 / 119
0.7%
106 / 112
3.3%
73 / 93
1.48%
Investec Target Return
View Factsheet
-0.7%
73 / 118
-0.6%
119 / 119
-0.5%
107 / 112
-0.8%
77 / 93
0.75%
First State All China
View Factsheet
-
-
-
-
-
-
-
-
1.3%
Data provided by

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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.