Rated Funds 2018

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
76.4%133.1%136.9%
UK SMALLER COMPANIES
67.3%104.9%103.4%
GLOBAL GROWTH
50.3%67.1%74.9%
US EQUITIES
48.5%61.4%53.1%
EUROPEAN EQUITIES
47.4%83.2%74.9%
UK GROWTH
43.8%92.7%45.4%
SPECIALIST
42%82.2%105.5%
ASIA EQUITIES
38.7%51.8%47.2%
EMERGING MARKETS
36.4%46.8%54.4%
GLOBAL EQUITY INCOME
32.6%37.5%49.1%
MIXED ASSET 61-100% EQUITY
28.1%39%27.8%
MIXED ASSET 41-60% EQUITY
25.9%24%37.3%
PROPERTY
24.5%19.3%37.8%
UK EQUITY INCOME
23.9%46.5%31.5%
MIXED ASSET 0-40% EQUITY
15.4%23.8%18.9%
STERLING BONDS
14.7%25.3%-
GLOBAL BONDS
14.4%16%24.4%
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 EQUITIES-3.1%
3 / 4
49.1%
1 / 4
136.9%
1 / 4
226%
1 / 4
Edinburgh Ww IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-4.1%
21 / 22
42.3%
2 / 22
69.1%
5 / 22
150.9%
4 / 22
Allianz Tech Tst PLC
IT Tech, Media & Telecomm
View Factsheet
SPECIALIST2.2%
1 / 3
40.6%
1 / 2
105.5%
1 / 2
258.2%
1 / 2
JP Morgan Japanese IT plc
IT Japan
View Factsheet
JAPANESE EQUITIES-0.5%
1 / 5
31.6%
1 / 5
50.1%
2 / 4
108.7%
2 / 4
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES-4%
5 / 5
30.1%
2 / 5
69.2%
1 / 4
145.8%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES-6.8%
48 / 48
29.9%
1 / 45
133.1%
1 / 41
183.3%
1 / 38
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES4.8%
2 / 19
29.8%
1 / 17
84%
2 / 16
143.3%
2 / 15
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH0.9%
10 / 22
27.4%
4 / 22
74.9%
4 / 22
204.9%
3 / 22
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES-5.4%
7 / 12
27.1%
5 / 12
49.3%
2 / 11
126.6%
2 / 10
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-3.9%
54 / 61
26.1%
2 / 59
46.8%
9 / 55
90%
4 / 48
Browse all Rated Funds
Data provided by
Reviewed 01 January 2018

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