Rated Funds 2017

Money Observer's Rated Funds are a mark of quality. They are a range of investment funds and investment trusts presented in easy-to-understand asset class groups. Our aim is to help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which we believe are good choices in the current investment environment.

You can find out more about how funds attained Money Observer Rated Fund status in our methodology and in the video introduction by Rated Funds editor Andrew Pitts. You can find out more about the asset groups and their constituent Rated Funds by clicking on the links below.

  BROWSE ALL RATED FUNDS >>

Browse Rated Funds by Grouping
Rated Funds Group
Average 3 Year Perf.
Top Fund 3 Year Perf.
Top Trust 3 Year Perf.
JAPANESE EQUITIES
108.1%161.8%191.9%
UK SMALL COMPANIES
64.8%115.7%77.1%
EUROPEAN EQUITIES
63.2%97.4%126.3%
GLOBAL GROWTH
54.7%74.1%94.3%
US EQUITIES
47.2%57.7%65.3%
ASIA EQUITIES
47.1%78.9%92.1%
SPECIALIST
46.9%93.1%95.5%
EMERGING MARKETS
44.8%61.9%76.9%
GLOBAL EQUITY INCOME
40.9%43.4%62.7%
UK GROWTH
39.8%68.9%50%
MIXED ASSET - HIGHER RISK
28.2%39.9%34.1%
PROPERTY
23.1%20.9%38.5%
UK EQUITY INCOME
22.3%38.3%38%
MIXED ASSET - LOWER RISK
18.3%28.7%37.2%
STERLING BONDS
18.1%28.6%-
GLOBAL BONDS
18%24%26.8%
Data provided by
Top 10 Performing Rated Funds
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES1.7%
2 / 4
49.9%
1 / 4
191.9%
1 / 4
309.6%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES2.1%
1 / 47
40.8%
1 / 44
161.8%
1 / 40
298.2%
1 / 37
Syncona Limited
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-7.6%
6 / 6
39.7%
1 / 6
80.2%
1 / 5
104.9%
4 / 5
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-1.2%
2 / 4
39.4%
1 / 4
126.3%
1 / 4
216.7%
1 / 4
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES-3.1%
1 / 5
35.3%
1 / 5
108.2%
1 / 4
229%
1 / 4
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES-1.6%
-
33.8%
-
115.7%
-
191%
-
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES-3.4%
5 / 12
32.6%
2 / 11
78.9%
2 / 11
128.1%
1 / 10
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-1.6%
4 / 22
32%
3 / 22
85%
4 / 22
190.1%
2 / 22
Fidelity China Spec Sits Plc
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES-4.5%
4 / 7
31.9%
2 / 7
92.1%
2 / 7
171.4%
1 / 7
TR Property IT plc
IT Property Securities
View Factsheet
PROPERTY-3.3%
1 / 1
31.3%
1 / 1
33.4%
1 / 1
135.1%
1 / 1
Browse all Rated Funds
Data provided by
Reviewed 01/03/2016

Rated Funds Update: Funds invested in 'safe haven' assets outperform markets