Browse Money Observer Rated Funds

Fund & Sector▲	Rated Funds Group	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲
Hermes AsexJap Eq FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	-0.9% 169 / 182	28.4% 18 / 179	74.7% 2 / 158	- -
Henderson China Oppos UT China/Greater China View Factsheet	ASIA EQUITIES	2.2% 6 / 12	27.9% 3 / 11	82.8% 2 / 11	154.8% 1 / 10
Baring Eastern Trust UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	2.9% 2 / 63	26.5% 7 / 63	76.6% 1 / 57	107.4% 3 / 49
Schroder ISFAsnTR FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	4.2% -	25.8% -	36.1% -	64.8% -
Fidelity China Spec Sits Plc IT Country Specialists Asia Pacific View Factsheet	ASIA EQUITIES	-2.5% 7 / 7	24.7% 3 / 7	85.4% 2 / 7	221.7% 1 / 7
Veritas Asian FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	0.2% -	20.3% -	71.4% -	127.5% -
Aberdeen New Ind IT PLC IT Country Specialists Asia Pacific View Factsheet	ASIA EQUITIES	-1% 5 / 7	19% 5 / 7	60.9% 5 / 7	116% 5 / 7
Fidelity Emerging Asia UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	-0.1% 22 / 63	18.6% 27 / 63	63.2% 9 / 57	101.1% 6 / 49
Fd Asn Valu PLC IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-1.9% 8 / 15	18.1% 7 / 15	58.1% 4 / 15	119.2% 3 / 15
Jupiter India UT Specialist View Factsheet	ASIA EQUITIES	-0.8% 73 / 112	14.9% 26 / 107	77.4% 1 / 102	139.5% 3 / 86
Scot Oriental SmCo IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-0.6% 5 / 15	14.4% 11 / 15	20.4% 13 / 15	67.1% 9 / 15
Schroder Oriental Inc IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-2.3% 11 / 15	13.8% 12 / 15	46.1% 7 / 15	82.8% 8 / 15
Jupiter Asian Inc UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	-2.3% 54 / 63	10.9% 58 / 63	- -	- -
Pacific Assets Trust plc IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-2.8% 13 / 15	7.6% 15 / 15	34.9% 9 / 15	98.3% 6 / 15
Baillie Gifford Devd Asia Pac UT Asia Pacific Including Japan View Factsheet	ASIA EQUITIES	-3.7% 7 / 7	6.9% 7 / 7	55.8% 2 / 6	91.1% 3 / 6
Stewart Investors Asia PacLdr UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	-2% 49 / 63	5.9% 63 / 63	35.6% 47 / 57	66.2% 32 / 49
JOHCM AsiaexJapSmandMdCap FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	1.6% 138 / 182	3.8% 171 / 179	48.2% 11 / 158	99.2% 5 / 127
Neptune Latin America UT Specialist View Factsheet	EMERGING MARKETS	2% 17 / 112	34.8% 1 / 107	25% 47 / 102	23.6% 54 / 86
BlackRock Emg Eur Plc IT European Emerging Markets View Factsheet	EMERGING MARKETS	5.4% 1 / 2	32.2% 2 / 2	46.3% 1 / 2	35.3% 1 / 2
Aberdeen Latin American Eq UT Specialist View Factsheet	EMERGING MARKETS	2.6% 11 / 112	29.3% 3 / 107	29% 40 / 102	20.4% 55 / 86
Hermes Gbl Emrg Mkts FO Equity - Emerging Markets View Factsheet	EMERGING MARKETS	1.1% 237 / 293	29% 34 / 274	63.7% 1 / 229	101.6% 3 / 172
BlkRck Frontiers Inv Trst IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	-0.6% 5 / 11	22.5% 3 / 10	28.8% 5 / 10	120% 1 / 9
Invesco Perp Gbl Emg Mkts UT Global Emerging Markets View Factsheet	EMERGING MARKETS	-0.4% 39 / 60	21% 31 / 58	45% 16 / 52	79.7% 3 / 42
JPM GblEM Inc Tst plc IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	-2.3% 10 / 11	16.3% 5 / 10	17.5% 7 / 10	39.5% 7 / 9
Templeton EmegMkts SmlCos FO Equity - Emerging Markets View Factsheet	EMERGING MARKETS	-1.3% -	14.6% -	48.5% -	96.2% -
Aberdeen Estrn Eurpn Equty UT Specialist View Factsheet	EMERGING MARKETS	-0.3% 62 / 112	13.6% 31 / 107	31.9% 29 / 102	27.5% 53 / 86
Schroder Small Cap Discovery UT Specialist View Factsheet	EMERGING MARKETS	-0.6% 68 / 112	9.5% 48 / 107	25.6% 46 / 102	80.9% 18 / 86
Utilico Emg Mkts IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	-3.7% 11 / 11	7.8% 8 / 10	23.9% 6 / 10	56.2% 4 / 9
M&G Emerging Mkts Bd UT Global Emerging Markets Bond View Factsheet	EMERGING MARKETS	-2.9% 9 / 13	5.7% 6 / 12	42.5% 1 / 11	56.2% 1 / 6
Stan Life Inv EmMktDt UT Global Emerging Markets Bond View Factsheet	EMERGING MARKETS	-3.2% 11 / 13	2.6% 11 / 12	39.2% 3 / 11	- -
TR European Gth Tst PLC IT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	3.3% 1 / 4	62% 1 / 4	124.5% 1 / 4	283.8% 1 / 4
Hndrsn Erpn Fcs Tst IT Europe View Factsheet	EUROPEAN EQUITIES	-1.4% 6 / 8	33.4% 1 / 8	54.4% 3 / 8	162.8% 1 / 8
JP Morgan European IT Inc IT Europe View Factsheet	EUROPEAN EQUITIES	0.7% 3 / 8	32.6% 2 / 8	54.5% 2 / 8	132.2% 3 / 8
Marlborough Eurpn Multi-Cap UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	-1.3% 72 / 101	30.8% 2 / 96	100.1% 1 / 86	152.4% 2 / 78
European Assets Trust IT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	-2.3% 4 / 4	25.5% 4 / 4	62.1% 4 / 4	164.7% 3 / 4
Lazard European Sm Cos UT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	0.3% 4 / 12	24.3% 4 / 12	79.8% 4 / 11	160.5% 5 / 11
Man GLG Con Er Gth UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	-2.4% 96 / 101	20.4% 44 / 96	94.1% 2 / 86	166.4% 1 / 78
Jupiter European Opps IT Europe View Factsheet	EUROPEAN EQUITIES	-4.1% 8 / 8	20.3% 8 / 8	55% 1 / 8	115.7% 4 / 8
FP CRUX Eurpn Spl Sits UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	0.1% 11 / 101	18.2% 63 / 96	64.4% 4 / 86	120.2% 10 / 78
BlackRock Cont Eurpn Inc UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	-1.6% 82 / 101	16.7% 82 / 96	48.3% 30 / 86	114.1% 15 / 78
TwentyfourSelctMnthlyIncFd 1P IT Debt View Factsheet	GLOBAL BONDS	1.5% 4 / 28	17.7% 3 / 24	20.3% 6 / 14	- -
GAM StarCreditOpps$ FO Fixed Int - Global View Factsheet	GLOBAL BONDS	0.8% 47 / 345	11.9% 9 / 306	23.3% 11 / 256	65.5% 3 / 185
Schroder ISFGbHiIYd FO Fixed Int - Global High Yield View Factsheet	GLOBAL BONDS	1.2% -	9.8% -	15.8% -	35.2% -
Marlborough Global Bond UT Global Bonds View Factsheet	GLOBAL BONDS	-2.7% 51 / 71	2.5% 26 / 65	24.7% 13 / 57	37.5% 5 / 49
M&G Global Macro Bond UT Global Bonds View Factsheet	GLOBAL BONDS	-4.5% 63 / 71	0.3% 37 / 65	25.1% 9 / 57	31.9% 13 / 49
Schroder ISF GbInfLkdBd FO Fixed Int - Global View Factsheet	GLOBAL BONDS	-1.3% -	-1.7% -	9.5% -	12% -
The Bnkrs IT IT Global View Factsheet	GLOBAL EQUITY INCOME	-1.2% 15 / 23	23.4% 9 / 23	53% 10 / 23	117.4% 9 / 23
Scottish Am Inv Co PLC IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-0.7% 6 / 8	18.9% 3 / 8	62% 2 / 8	95.4% 4 / 8
M&G Global Dividend UT Global View Factsheet	GLOBAL EQUITY INCOME	1% 17 / 264	16.9% 48 / 247	33.6% 159 / 222	79% 112 / 198
Schroder Global Equity Income UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-0.5% 14 / 51	16.7% 5 / 47	46% 7 / 36	88.4% 8 / 27
Murray Intl Tst PLC IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	0.8% 3 / 8	16.7% 5 / 8	29.9% 8 / 8	52.4% 8 / 8
Invesco Perp Select GE plc IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-1.6% 7 / 8	16.4% 6 / 8	47.6% 5 / 8	117.3% 3 / 8
Artemis Global Income UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-1.2% 26 / 51	14.2% 11 / 47	39.9% 18 / 36	113.7% 1 / 27
Sarasin Gbl Hhr Div UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-1.4% 31 / 51	10.7% 31 / 47	47.1% 4 / 36	88% 9 / 27
Newton Gbl Inc UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-2.6% 47 / 51	7.8% 43 / 47	51.9% 1 / 36	85.1% 13 / 27
Guinness Gbl Eq Inc FO Equity - International View Factsheet	GLOBAL EQUITY INCOME	-1.3% 448 / 502	6.2% 424 / 471	38% 46 / 374	86.6% 35 / 286
Fidelity Global Dividend UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-2.6% 48 / 51	6.1% 46 / 47	45.9% 8 / 36	95.4% 3 / 27
Monks IT PLC IT Global View Factsheet	GLOBAL GROWTH	-2.1% 20 / 23	36.8% 2 / 23	84.9% 3 / 23	128.8% 7 / 23
Sct Mtg IT PLC IT Global View Factsheet	GLOBAL GROWTH	-0.5% 11 / 23	31.4% 4 / 23	79.1% 4 / 23	210% 3 / 23
Wtn IT plc IT Global View Factsheet	GLOBAL GROWTH	-0.5% 12 / 23	24.9% 8 / 23	51.7% 12 / 23	130.9% 6 / 23
Foreign & Colonial Inv Tst IT Global View Factsheet	GLOBAL GROWTH	-1.4% 19 / 23	21.6% 11 / 23	59.9% 9 / 23	110.5% 12 / 23
The Scottish Inv Tst PLC IT Global View Factsheet	GLOBAL GROWTH	0.9% 5 / 23	21% 13 / 23	46% 13 / 23	90.3% 20 / 23
Henderson Global Growth UT Global View Factsheet	GLOBAL GROWTH	-1.1% 158 / 264	21% 16 / 247	67.1% 3 / 222	136.3% 5 / 198
Old Mutual Global Equity UT Global View Factsheet	GLOBAL GROWTH	-0.7% 105 / 264	20.7% 19 / 247	63.3% 7 / 222	153.4% 3 / 198
Fidelity Global Special Sit UT Global View Factsheet	GLOBAL GROWTH	-1.2% 180 / 264	19.1% 26 / 247	62.6% 9 / 222	132.3% 7 / 198
Artemis Global Growth UT Global View Factsheet	GLOBAL GROWTH	-1% 140 / 264	18.4% 31 / 247	54.6% 27 / 222	129.5% 10 / 198
Mid Wynd Intl IT PLC IT Global View Factsheet	GLOBAL GROWTH	-0.1% 9 / 23	17.4% 15 / 23	69.3% 6 / 23	108.5% 14 / 23
T. Rowe Price GblFcsGrEq FO Equity - International View Factsheet	GLOBAL GROWTH	-1.3% 451 / 502	17.1% 144 / 471	65% 4 / 374	133.8% 3 / 286
Rathbone Global Opp UT Global View Factsheet	GLOBAL GROWTH	-0.7% 94 / 264	16.7% 53 / 247	65.4% 5 / 222	118% 17 / 198
Fundsmith Equity UT Global View Factsheet	GLOBAL GROWTH	-1.8% 222 / 264	16.1% 68 / 247	88.8% 1 / 222	163% 2 / 198
Lindsell Train Global Equity FO Equity - International View Factsheet	GLOBAL GROWTH	-3% 495 / 502	16.1% 177 / 471	79% 1 / 374	150.9% 1 / 286
F&C Gbl Sm Cos IT Global View Factsheet	GLOBAL GROWTH	-1.2% 16 / 23	14.6% 18 / 23	52.3% 11 / 23	131.1% 5 / 23
Ardevora Global Equity FO Equity - International View Factsheet	GLOBAL GROWTH	-0.3% 418 / 502	14.5% 226 / 471	56.7% 9 / 374	128.3% 4 / 286
Schroder MM International UT Global View Factsheet	GLOBAL GROWTH	-2.1% 233 / 264	13.9% 123 / 247	45.4% 71 / 222	104.4% 34 / 198
Stewart Investors WW Sust UT Global View Factsheet	GLOBAL GROWTH	-1.6% 205 / 264	11.3% 193 / 247	60% 13 / 222	- -
Fidelity Gbl Csmr Inds FO Equity - Other Specialist View Factsheet	GLOBAL GROWTH	-4.3% -	10.3% -	54.5% -	99.9% -
Trojan Global Equity UT Global View Factsheet	GLOBAL GROWTH	-2.3% 243 / 264	9.3% 217 / 247	51.7% 36 / 222	84.4% 96 / 198
Newton Glob Opps UT Global View Factsheet	GLOBAL GROWTH	-1.6% 204 / 264	7.7% 235 / 247	46.5% 65 / 222	90% 71 / 198
JOHCM Gbl Opps FO Equity - International View Factsheet	GLOBAL GROWTH	-3% 494 / 502	6.5% 420 / 471	54.7% 14 / 374	102.9% 20 / 286
Baillie Giff Shin Nippon PLC IT Japanese Smaller Companies View Factsheet	JAPANESE EQUITIES	0.5% 3 / 4	30.3% 2 / 4	128.4% 1 / 4	286.4% 1 / 4
Baillie Gifford Jap Tst PLC IT Japan Equities View Factsheet	JAPANESE EQUITIES	0.3% 2 / 5	29.2% 1 / 5	90.2% 1 / 4	253.3% 1 / 4
M&G Japan Smaller Cos UT Japanese Smaller Companies View Factsheet	JAPANESE EQUITIES	-1.8% 1 / 3	21.3% 1 / 3	82.4% 3 / 3	182.1% 2 / 3
CF Morant Wright Nippon Yield UT Japan View Factsheet	JAPANESE EQUITIES	-2.6% 17 / 47	15.8% 7 / 45	69.1% 8 / 40	126.7% 8 / 36
AXA Framlington Japan UT Japan View Factsheet	JAPANESE EQUITIES	-3% 37 / 47	10.2% 20 / 45	70.8% 6 / 40	149.5% 3 / 36
Lindsell Train Japnse Eq FO Equity - Japan View Factsheet	JAPANESE EQUITIES	-5.6% 109 / 109	9.4% 88 / 106	91.1% 1 / 91	132.3% 18 / 78
Legg Mason IFJaEq UT Japan View Factsheet	JAPANESE EQUITIES	-3.1% 41 / 47	9.3% 27 / 45	126.4% 1 / 40	308.7% 1 / 36
JPM Japan UT Japan View Factsheet	JAPANESE EQUITIES	-2.9% 35 / 47	5.6% 42 / 45	77.9% 2 / 40	135% 6 / 36
Shires Income plc IT UK Equity Income View Factsheet	MIXED ASSET - HIGHER RISK	-1.2% 15 / 24	19.9% 4 / 24	21.5% 12 / 24	58.3% 22 / 24
TB Wise Multi-Asset Income UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-0.5% 93 / 265	18.6% 10 / 237	38.7% 17 / 204	94.1% 5 / 172
Premier MultiAsset Glbl Gth UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-0.9% 164 / 265	15.9% 21 / 237	46.7% 1 / 204	97% 3 / 172
Royal London Sus Wrld Trst UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-0.5% 100 / 285	13.5% 20 / 275	45.7% 2 / 240	93.8% 1 / 210
Premier MultiAsset Gth & Inc UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-0.5% 103 / 285	12.8% 34 / 275	37.2% 11 / 240	81.6% 5 / 210
RIT Capital Partners plc IT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-1.2% 13 / 16	11.1% 9 / 16	45% 5 / 14	80.4% 3 / 13
Henderson Inst Gbl Care Mgd UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-1.3% 233 / 285	8.4% 185 / 275	29.2% 56 / 240	70.8% 14 / 210
Jupiter Merlin Bal Pfl UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-1.3% 231 / 285	8.3% 189 / 275	32.1% 33 / 240	59.5% 48 / 210
Threadneedle MthlyEx In UT UK Equity & Bond Income View Factsheet	MIXED ASSET - HIGHER RISK	-0.3% 7 / 28	6.9% 19 / 28	25.8% 9 / 25	68.1% 3 / 23
Newton MA Gth UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-0.3% 70 / 265	5.9% 195 / 237	36.7% 25 / 204	77.9% 22 / 172
Fidelity Moneybuilder Bln UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-1.5% 245 / 285	0.1% 274 / 275	17.3% 221 / 240	42.9% 160 / 210
Seneca Gbl Inc & Gth Tst IT Flexible Investment View Factsheet	MIXED ASSET - LOWER RISK	-0.4% 9 / 16	16.1% 7 / 16	40.8% 6 / 14	101.9% 1 / 13
Jupiter Monthly Income UT UK Equity & Bond Income View Factsheet	MIXED ASSET - LOWER RISK	-0.5% 11 / 28	12.3% 3 / 28	31.5% 3 / 25	71.9% 2 / 23
Premier Mlt Ast Monthly Inc UT Mixed Investment 20-60% Shares View Factsheet	MIXED ASSET - LOWER RISK	-0.3% 60 / 205	8.1% 49 / 198	22% 49 / 173	56.6% 6 / 147
Capital Gearing Trust plc IT Flexible Investment View Factsheet	MIXED ASSET - LOWER RISK	-1.2% 12 / 16	7.6% 11 / 16	18.9% 12 / 14	25.7% 9 / 13
Royal London Sus Div Trst UT Mixed Investment 20-60% Shares View Factsheet	MIXED ASSET - LOWER RISK	-0.9% 153 / 205	7.5% 65 / 198	30.8% 4 / 173	60.7% 4 / 147
Fidelity Mlti Ast Inc UT Mixed Investment 0-35% Shares View Factsheet	MIXED ASSET - LOWER RISK	-1.2% 70 / 87	3.8% 38 / 80	18.2% 11 / 56	35.9% 4 / 45
JPM Glbl Mac Bal FO Mixed Asset - Cautious View Factsheet	MIXED ASSET - LOWER RISK	1.4% 4 / 106	-0.2% 91 / 99	6.2% 55 / 77	20.6% 17 / 50
Newton Real Return UT Targeted Absolute Return View Factsheet	MIXED ASSET - LOWER RISK	-0.6% 61 / 78	-2.6% 66 / 73	7.4% 29 / 59	15.2% 29 / 49
F&C Commercial Property IT Property - Direct UK View Factsheet	PROPERTY	0.1% 7 / 13	22.7% 2 / 11	37% 3 / 7	81.8% 5 / 6
TR Property IT plc IT Property - Securities View Factsheet	PROPERTY	0.1% 1 / 1	21.2% 1 / 1	52.5% 1 / 1	158.2% 1 / 1
Kames Property Income UT Property View Factsheet	PROPERTY	0.3% 20 / 54	14.1% 2 / 54	22.1% 26 / 52	- -
L&G UK Property UT Property View Factsheet	PROPERTY	0.3% 18 / 54	8.2% 13 / 54	23.7% 23 / 52	45.3% 20 / 41
Fidelity Global Property UT Property View Factsheet	PROPERTY	-2.9% 46 / 54	-0.2% 45 / 54	40.6% 6 / 52	67.4% 5 / 41
Syncona Limited IT Flexible Investment View Factsheet	SPECIALIST	5.2% 1 / 16	35.7% 1 / 16	50.5% 3 / 14	- -
BlackRock World Mining IT IT Commodities & Nat Resources View Factsheet	SPECIALIST	-0.1% 6 / 9	31.5% 3 / 9	-4.9% 4 / 9	-18% 2 / 7
Polar Cap Tech Tst PLC IT Tech Media & Telecomm View Factsheet	SPECIALIST	- 2 / 2	30.1% 2 / 2	99.6% 1 / 2	158% 2 / 2
Fidelity Gbl Tech FO Equity - Tech Media & Telecom View Factsheet	SPECIALIST	-1% -	21.6% -	99.2% -	179.6% -
Jupiter Int Financials UT Specialist View Factsheet	SPECIALIST	-2.9% 106 / 112	21.3% 11 / 107	50.9% 9 / 102	111.8% 8 / 86
Intl Biotechnology Trust IT Biotechnology & Healthcare View Factsheet	SPECIALIST	4% 2 / 6	19.8% 1 / 4	97.4% 1 / 4	199.8% 2 / 4
F&C Overseas Eq Lkd UK Infln UT Specialist View Factsheet	SPECIALIST	1.1% 31 / 112	18% 17 / 107	58.3% 5 / 102	147.5% 2 / 86
NBPvtEqPtnrsLtd IT Private Equity View Factsheet	SPECIALIST	-1% 12 / 23	17.8% 15 / 23	60.7% 8 / 22	172% 3 / 22
Impax Envt Mkts O10P IT Environmental View Factsheet	SPECIALIST	-0.8% 3 / 3	17.5% 1 / 3	60.5% 1 / 2	145.4% 1 / 2
Wldwide Hlthcare Tst PLC IT Biotechnology & Healthcare View Factsheet	SPECIALIST	1.4% 3 / 6	16.5% 2 / 4	73.4% 2 / 4	207.6% 1 / 4
Sarasin Food & Agri Opp UT Specialist View Factsheet	SPECIALIST	0.2% 51 / 112	16.1% 24 / 107	44.4% 17 / 102	61.7% 25 / 86
BluefieldSolar Inc Fd Ltd IT Infrastructure - Renewable Energy View Factsheet	SPECIALIST	2.2% 2 / 7	13.5% 4 / 6	32.8% 2 / 6	- -
Pnthn Intl Plc IT Private Equity View Factsheet	SPECIALIST	-3.1% 17 / 23	13.5% 19 / 23	47.7% 12 / 22	127.5% 7 / 22
Polar Capital GblInsnrc FO Equity - Financial View Factsheet	SPECIALIST	-4.4% 11 / 11	11.2% 11 / 11	69.6% 1 / 11	137.7% 1 / 10
Intl Public Prtnrship Ltd IT Infrastructure View Factsheet	SPECIALIST	2.8% 2 / 8	10.8% 1 / 8	40% 2 / 7	69.6% 5 / 7
Pictet Water FO Commodity & Energy View Factsheet	SPECIALIST	-0.5% -	10.6% -	52.1% -	97.8% -
AXA Framlington Biotech UT Specialist View Factsheet	SPECIALIST	6.6% 1 / 112	9.2% 54 / 107	45.7% 14 / 102	180.1% 1 / 86
Polar Capital Healthcare Opp FO Equity - Pharma Health & Biotech View Factsheet	SPECIALIST	-0.1% 27 / 30	6.7% 16 / 29	45.5% 4 / 27	173.7% 1 / 23
Investec Global Gold UT Specialist View Factsheet	SPECIALIST	-3.3% 110 / 112	-14.2% 104 / 107	31.6% 30 / 102	-31% 80 / 86
Royal London Stg ExYdBd FO Fixed Int - GBP View Factsheet	STERLING BONDS	-0.1% 4 / 14	12.7% 2 / 14	24.7% 1 / 11	62.8% 1 / 10
Schroder Hi Yield Opps UT Sterling High Yield View Factsheet	STERLING BONDS	1.2% 3 / 23	10.7% 2 / 23	24.4% 1 / 23	51.2% 1 / 21
GAM Star Crd Opp GBP FO Fixed Int - GBP Investment Grade View Factsheet	STERLING BONDS	0.5% 1 / 18	10.6% 2 / 17	30.4% 1 / 17	81.8% 1 / 17
Artemis High Income UT Sterling Strategic Bond View Factsheet	STERLING BONDS	0.4% 17 / 83	8.8% 3 / 81	17% 20 / 73	50.3% 2 / 63
Invesco Perp Mthly Inc Plus UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.1% 27 / 83	8.4% 4 / 81	15% 29 / 73	38.9% 7 / 63
AXA Framlington Mgd Inc UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.3% 36 / 83	7.9% 6 / 81	18.8% 9 / 73	48.5% 3 / 63
Rathbone Ethical Bond UT Sterling Corporate Bond View Factsheet	STERLING BONDS	-0.9% 24 / 97	6.7% 3 / 90	20.7% 12 / 84	43.7% 3 / 70
Baillie Gifford Corp Bd UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.6% 52 / 83	5.6% 17 / 81	18.6% 11 / 73	37.8% 8 / 63
Jupiter Strategic Bond UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.4% 45 / 83	4% 31 / 81	12.4% 45 / 73	29.6% 25 / 63
JPM Sterling Corp Bd UT Sterling Corporate Bond View Factsheet	STERLING BONDS	-1.8% 83 / 97	0.2% 67 / 90	18.2% 32 / 84	31% 27 / 70
MI Chelverton UK Eq Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	0.4% 16 / 97	20.1% 2 / 92	41.8% 1 / 84	120.4% 1 / 79
Montanaro UK Income FO Equity - UK View Factsheet	UK EQUITY INCOME	0.6% 10 / 71	17.3% 4 / 67	46% 3 / 59	99.7% 4 / 45
Lowland Investment Company IT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.3% 16 / 24	14.3% 8 / 24	20.6% 13 / 24	75.8% 8 / 24
The Divrs Inc Tst PLC IT UK Equity Income View Factsheet	UK EQUITY INCOME	1% 3 / 24	12.6% 9 / 24	41.1% 3 / 24	116.1% 3 / 24
Finsbury Growth & Inc Tst PLC IT UK Equity Income View Factsheet	UK EQUITY INCOME	-3.3% 21 / 24	12.1% 10 / 24	49.3% 2 / 24	116.3% 2 / 24
Schroder Income Maximiser UT UK Equity Income View Factsheet	UK EQUITY INCOME	1.3% 9 / 97	11.7% 16 / 92	18.7% 67 / 84	59.7% 50 / 79
Threadneedle UK Eq Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	0.2% 23 / 97	8.8% 42 / 92	27.3% 16 / 84	77.6% 12 / 79
Slater Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.6% 50 / 97	8.6% 43 / 92	25.4% 26 / 84	85% 10 / 79
Franklin UK Equity Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.7% 56 / 97	8.5% 44 / 92	30.1% 6 / 84	75.4% 17 / 79
TB Evenlode Income UT UK All Companies View Factsheet	UK EQUITY INCOME	-0.8% 223 / 280	8.4% 216 / 272	40.8% 23 / 255	93% 31 / 243
Jupiter Income Trust UT UK Equity Income View Factsheet	UK EQUITY INCOME	0% 25 / 97	8.3% 49 / 92	27.7% 12 / 84	66.3% 31 / 79
The CtyofLdn IT IT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.9% 12 / 24	7.4% 18 / 24	24.1% 10 / 24	62.3% 16 / 24
Royal London UK Equity Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.3% 39 / 97	7.2% 65 / 92	26.6% 20 / 84	86.4% 9 / 79
Rathbone Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.9% 94 / 97	7.1% 67 / 92	25.1% 27 / 84	71.9% 20 / 79
Henderson Global Care UK Inc UT UK All Companies View Factsheet	UK EQUITY INCOME	-0.8% 221 / 280	6.1% 248 / 272	26.5% 88 / 255	78.9% 60 / 243
Invesco Perp Income UT UK All Companies View Factsheet	UK EQUITY INCOME	-1.8% 271 / 280	3.5% 264 / 272	17.4% 194 / 255	62.4% 128 / 243
Troy Income & Growth Trust plc IT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.1% 14 / 24	2.8% 21 / 24	30% 5 / 24	61.2% 17 / 24
Fidelity Moneybuilder Div UT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.4% 82 / 97	1.6% 84 / 92	18.3% 72 / 84	57.2% 52 / 79
Old Mutual UK Dynmc Eq FO Equity - UK View Factsheet	UK GROWTH	-0.9% 51 / 71	29.6% 2 / 67	75.7% 2 / 59	170.3% 2 / 45
Old Mutual UK Mid Cap UT UK All Companies View Factsheet	UK GROWTH	-0.9% 229 / 280	28.3% 5 / 272	75.7% 2 / 255	161.7% 1 / 243
CFP SDLUKBftolgy UT UK All Companies View Factsheet	UK GROWTH	1.3% 8 / 280	22.8% 14 / 272	64.8% 4 / 255	138% 3 / 243
Fidelity Special Values PLC IT UK All Companies View Factsheet	UK GROWTH	-0.8% 10 / 15	22.8% 3 / 15	44.2% 4 / 14	140.3% 3 / 13
Marlborough UK Multi-Cap Gth UT UK All Companies View Factsheet	UK GROWTH	0% 79 / 280	22.4% 16 / 272	64.2% 5 / 255	116.1% 9 / 243
Mrtl IT PLC IT UK All Companies View Factsheet	UK GROWTH	0.4% 7 / 15	20.7% 5 / 15	47.5% 3 / 14	114.3% 5 / 13
CF Miton UK Val Opps UT UK All Companies View Factsheet	UK GROWTH	-0.2% 110 / 280	20.2% 19 / 272	47.7% 8 / 255	- -
Slater Growth UT UK All Companies View Factsheet	UK GROWTH	-1.5% 265 / 280	16.7% 41 / 272	40.6% 24 / 255	107.9% 15 / 243
AXA Framlington UK Mid Cap UT UK All Companies View Factsheet	UK GROWTH	0% 76 / 280	12.5% 87 / 272	40.6% 25 / 255	111.9% 10 / 243
CF Lindsell Train UK Equity UT UK All Companies View Factsheet	UK GROWTH	-2.6% 278 / 280	12.2% 94 / 272	46.7% 9 / 255	110.5% 11 / 243
Franklin UK Mgrs Focus UT UK All Companies View Factsheet	UK GROWTH	-0.8% 220 / 280	11.6% 109 / 272	36.2% 35 / 255	110.2% 12 / 243
Liontrust UK Growth UT UK All Companies View Factsheet	UK GROWTH	0.4% 36 / 280	9.2% 193 / 272	36.5% 34 / 255	70.4% 88 / 243
Invesco Perp Sel UK Eq plc IT UK All Companies View Factsheet	UK GROWTH	-1.4% 11 / 15	9% 10 / 15	32.5% 6 / 14	105.2% 7 / 13
Royal London Sus Ldrs Trst UT UK All Companies View Factsheet	UK GROWTH	-0.5% 145 / 280	8.9% 202 / 272	34.2% 44 / 255	91.7% 33 / 243
L&G UK Special Sits Trst UT UK All Companies View Factsheet	UK GROWTH	0.4% 37 / 280	8.1% 221 / 272	43% 13 / 255	99.2% 19 / 243
Ardevora UK Equity FO Equity - UK View Factsheet	UK GROWTH	-1.6% 61 / 71	3.4% 57 / 67	32.1% 10 / 59	94.1% 5 / 45
JOHCM UK Opportunities UT Specialist View Factsheet	UK GROWTH	-0.8% 77 / 112	3% 88 / 107	23.7% 50 / 102	58.5% 26 / 86
Newton UK Opportnts UT UK All Companies View Factsheet	UK GROWTH	-1.1% 247 / 280	2.5% 267 / 272	31.2% 62 / 255	75.8% 69 / 243
Old Mutual UK SmCos Fcus FO Equity - UK View Factsheet	UK SMALL COMPANIES	1% -	60.4% -	119.4% -	232.5% -
BlkRck Throgmrtn TstPLC IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-0.3% 15 / 19	33.8% 4 / 17	65.9% 5 / 15	156.8% 5 / 15
TB Amati UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1.6% 6 / 50	31.1% 5 / 49	81% 1 / 48	148.9% 9 / 45
Marlborough UK Micro Cap Gwth UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-0.3% 34 / 50	29.8% 8 / 49	60.1% 14 / 48	153.7% 7 / 45
Invesco Perp UK Sm Cos plc IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	2.9% 6 / 19	27.2% 7 / 17	71.5% 3 / 15	174% 2 / 15
Hndrsn SmCos IT IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-0% 13 / 19	25.9% 8 / 17	59.1% 6 / 15	155.9% 6 / 15
Stan Life Inv UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1.9% 5 / 50	22.8% 26 / 49	63.7% 11 / 48	111% 26 / 45
Liontrust UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	0% 29 / 50	21.8% 29 / 49	68% 8 / 48	147.7% 10 / 45
Strategic Equity Capital plc IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1.8% 8 / 19	12.4% 14 / 17	42.8% 9 / 15	164% 3 / 15
MitonUKMicCapTst IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1% 11 / 19	11.2% 15 / 17	- -	- -
VT De Lisle America UT North America View Factsheet	US EQUITIES	0.9% 6 / 89	27.7% 1 / 85	83.9% 2 / 77	155.7% 2 / 64
JPMrgnUSSmC IT PLC 2.5P IT North American Smaller Companies View Factsheet	US EQUITIES	0.3% 1 / 3	22.7% 1 / 3	72.2% 1 / 3	155.2% 1 / 3
Old Mutual North Am Equity UT North America View Factsheet	US EQUITIES	-0.8% 35 / 89	19.7% 8 / 85	68.3% 5 / 77	162.8% 1 / 64
Artemis US Sm Cos UT North American Smaller Companies View Factsheet	US EQUITIES	-0.1% 6 / 8	19.3% 2 / 7	- -	- -
Middlefield Cndn Inc Tst IT North America Equities View Factsheet	US EQUITIES	2% 1 / 6	15.9% 2 / 6	6.9% 5 / 5	26.6% 4 / 4
The NthAmrcn InTstplc IT North America Equities View Factsheet	US EQUITIES	-1.1% 3 / 6	12.1% 5 / 6	51.5% 2 / 5	94.4% 2 / 4
Schroder US Mid Cap UT North America View Factsheet	US EQUITIES	-0.2% 14 / 89	11.6% 71 / 85	64% 9 / 77	134.8% 5 / 64
Stan Life Inv Amn Eq Uncon UT North America View Factsheet	US EQUITIES	-2.8% 89 / 89	11.1% 73 / 85	54.3% 37 / 77	128.3% 11 / 64
Hermes US SMID Equity FO Equity - Small Cap USA View Factsheet	US EQUITIES	-0.5% 45 / 45	7.4% 37 / 40	55% 2 / 32	- -
Fidelity American Spec Sit UT North America View Factsheet	US EQUITIES	-1.1% 62 / 89	6.2% 85 / 85	52.9% 45 / 77	132.5% 7 / 64

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.

Unicorn UK Growth	31.2%
MI Chelverton UK Equ Grth	30.3%
SVS Church House DeepValInvts	29%
Old Mutual Equity 1	28.6%
Old Mutual UK Mid Cap	28.3%
Stan Life Inv UK Opps	28.2%
Blackrock Inst Eq UK Sm Cos	27.5%

FL Old Mutual UK Mid Cap Pn	30.9%
L&G Old Mtl UK Mid Cap Pn	30.4%
OMW Old Mutual UK Dynamic Equity	29.9%
Aviva Old M UK MdCap Pn	29.7%
OMW Old Mutual Equity 1	29.3%
SIP Old Mut UK Mcap Pn	29.3%
FL O M UK MC EP	28.7%