Browse Money Observer Rated Funds

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term (read more on our methodology). If you need to narrow down the playing field when looking for funds and trusts for your portfolio this could be a great place to start. Look for the Money Observer Rated Funds stamp as a sign of quality and consistency in fund management.

Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES2.6%
2 / 7
41.6%
2 / 7
112.7%
1 / 7
207.9%
1 / 7
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES3.5%
7 / 12
36.9%
2 / 11
86.6%
2 / 11
142.6%
2 / 10
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.2%
48 / 182
34.8%
5 / 179
86.5%
1 / 158
-
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.9%
5 / 63
31.1%
9 / 63
76.1%
4 / 57
105.2%
4 / 49
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES0.9%
30 / 109
27.1%
4 / 106
105.7%
1 / 100
155.5%
2 / 84
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-4.1%
15 / 15
26.5%
8 / 15
79.7%
2 / 15
137.6%
1 / 15
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.6%
-
25.1%
-
31.8%
-
66.5%
-
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES0.1%
4 / 7
24.3%
5 / 7
87.2%
4 / 7
129.7%
4 / 7
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2%
29 / 63
24%
30 / 63
73.2%
7 / 57
100.4%
8 / 49
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-2.5%
14 / 15
23.6%
11 / 15
29.9%
13 / 15
77.1%
10 / 15
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.4%
-
23.3%
-
77.7%
-
129.3%
-
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-0.1%
11 / 15
21.5%
12 / 15
51.7%
9 / 15
93.2%
7 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES-1.3%
6 / 7
18.7%
4 / 7
66.2%
1 / 6
97.8%
3 / 6
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0.7%
58 / 63
14.9%
59 / 63
-
-
-
-
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-1.7%
13 / 15
13.1%
15 / 15
52.9%
8 / 15
117.7%
4 / 15
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.8%
87 / 182
11.7%
151 / 179
61.9%
7 / 158
110.1%
5 / 126
Stewart Investors AsPcLd
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0%
54 / 63
10.9%
62 / 63
49.9%
27 / 57
79.1%
26 / 49
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS2.3%
186 / 284
33.9%
2 / 272
69.6%
1 / 224
97.4%
2 / 172
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS1.8%
1 / 2
33.6%
2 / 2
33.2%
1 / 2
39.8%
1 / 2
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS3.6%
18 / 59
27.2%
18 / 57
51.2%
11 / 50
83.7%
2 / 40
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS8.6%
1 / 109
26%
7 / 106
23.8%
48 / 100
17.8%
58 / 84
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-0.2%
-
23.4%
-
62.2%
-
105.2%
-
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-1.5%
10 / 11
23.3%
4 / 10
37.3%
2 / 10
136.7%
1 / 9
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS5.9%
5 / 109
20%
16 / 106
23%
51 / 100
16.9%
59 / 84
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.2%
4 / 11
19.3%
5 / 10
35.2%
4 / 10
63.9%
3 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS2%
16 / 109
18.3%
21 / 106
25.3%
44 / 100
31.6%
48 / 84
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS0.2%
49 / 109
18.2%
23 / 106
41.2%
22 / 100
89.4%
17 / 84
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-1.7%
11 / 11
14%
8 / 10
18.1%
8 / 10
39.4%
7 / 9
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-1.8%
11 / 13
9.6%
1 / 12
49.6%
1 / 11
53.9%
1 / 6
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-2.2%
13 / 13
5.9%
9 / 12
44.7%
3 / 11
-
-
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-0.6%
3 / 4
69%
1 / 4
105.9%
1 / 4
311.4%
1 / 4
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES1.3%
1 / 8
45.3%
1 / 8
60%
2 / 8
197%
1 / 8
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES0.3%
16 / 103
44.7%
2 / 97
94.9%
2 / 86
172.2%
2 / 78
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-
2 / 4
35.8%
4 / 4
66.2%
3 / 4
209.9%
3 / 4
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES-3.5%
8 / 8
34.3%
5 / 8
48%
6 / 8
148.7%
4 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-
7 / 12
28.2%
9 / 12
78.5%
5 / 11
171.4%
5 / 11
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES-0.6%
3 / 8
27.6%
7 / 8
63.2%
1 / 8
153.3%
3 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES1.6%
3 / 103
26.4%
44 / 97
98%
1 / 86
195.2%
1 / 78
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-1.5%
84 / 103
23.4%
69 / 97
63.7%
5 / 86
134.6%
10 / 78
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-1.9%
98 / 103
18.5%
91 / 97
48.4%
35 / 86
128.9%
17 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS-0.8%
18 / 27
21.8%
4 / 24
17.1%
6 / 13
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.9%
50 / 339
13.7%
5 / 305
21.6%
13 / 260
71.9%
3 / 187
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0.5%
-
10.2%
-
14.6%
-
39.2%
-
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-0.6%
46 / 73
5.7%
16 / 66
27.8%
14 / 57
39.4%
4 / 44
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-1.4%
62 / 73
3.4%
27 / 66
33.2%
7 / 57
36.4%
9 / 44
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-0.8%
-
-0.1%
-
9.4%
-
12.1%
-
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME-1.1%
18 / 23
27.7%
12 / 23
51.7%
13 / 23
118.9%
13 / 23
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.8%
2 / 8
25.5%
3 / 8
61.6%
2 / 8
106.3%
4 / 8
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.8%
5 / 8
24.7%
4 / 8
35.8%
6 / 8
56.8%
8 / 8
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME-0%
91 / 256
22.1%
36 / 243
40.7%
152 / 222
80.7%
129 / 197
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.1%
4 / 8
21.8%
6 / 8
49.5%
4 / 8
134.5%
2 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.7%
6 / 49
21.4%
5 / 44
48.2%
15 / 35
126.4%
1 / 26
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.8%
4 / 49
20.9%
9 / 44
53.6%
8 / 35
97.9%
6 / 26
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2.1%
42 / 49
12.2%
32 / 44
54.5%
5 / 35
93%
13 / 26
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME-2.4%
447 / 500
11.2%
339 / 472
45.8%
46 / 381
92.9%
41 / 293
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2%
40 / 49
10.6%
36 / 44
60.7%
1 / 35
93.3%
12 / 26
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2.5%
48 / 49
10.1%
38 / 44
56.4%
3 / 35
103.9%
3 / 26
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.8%
17 / 23
52%
1 / 23
91.3%
4 / 23
129.7%
7 / 23
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.6%
14 / 23
43.3%
2 / 23
100.8%
2 / 23
231.2%
1 / 23
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH0.7%
7 / 23
32.1%
9 / 23
56%
11 / 23
146.2%
4 / 23
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH0.3%
9 / 23
29.9%
10 / 23
69%
7 / 23
120%
12 / 23
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.1%
264 / 500
27.5%
15 / 472
82.4%
2 / 381
151.9%
2 / 293
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH0.5%
44 / 256
26.8%
16 / 243
82.5%
3 / 222
151.4%
4 / 197
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH-0.4%
11 / 23
25.7%
14 / 23
58.6%
10 / 23
134.2%
5 / 23
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH-0.3%
122 / 256
25.3%
23 / 243
73.3%
6 / 222
142%
5 / 197
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH-1.7%
21 / 23
24.2%
15 / 23
52.6%
12 / 23
95.2%
20 / 23
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.3%
65 / 256
23.9%
29 / 243
73.9%
5 / 222
167.9%
3 / 197
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.9%
5 / 256
22.4%
34 / 243
64.7%
20 / 222
140.8%
7 / 197
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH-1%
208 / 256
20.4%
55 / 243
71.4%
8 / 222
122.6%
20 / 197
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH-1.1%
214 / 256
19.6%
72 / 243
101.3%
1 / 222
168.4%
2 / 197
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH1.6%
3 / 23
18.6%
20 / 23
71.6%
6 / 23
108.5%
14 / 23
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH-
86 / 256
17.7%
132 / 243
51.5%
83 / 222
115.6%
28 / 197
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH-1.6%
-
17.2%
-
66.3%
-
112.4%
-
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH-1.6%
243 / 256
16.2%
162 / 243
64.3%
22 / 222
-
-
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-1.2%
362 / 500
16.2%
201 / 472
62.7%
13 / 381
131.1%
5 / 293
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-2.2%
440 / 500
14.7%
260 / 472
86.4%
1 / 381
153.3%
1 / 293
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH-0.6%
163 / 256
14.2%
204 / 243
65%
18 / 222
94%
88 / 197
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH-2.4%
443 / 500
10.4%
358 / 472
62.3%
15 / 381
114.4%
17 / 293
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH-1.6%
242 / 256
10%
228 / 243
56.3%
57 / 222
97.5%
78 / 197
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES-2.1%
2 / 5
34.1%
1 / 5
90.7%
1 / 4
247.2%
1 / 4
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES0.8%
1 / 3
32.8%
1 / 3
93%
2 / 3
171.9%
2 / 3
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES-0.4%
5 / 47
26.5%
5 / 45
72.2%
7 / 40
116.6%
9 / 36
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES-2.4%
5 / 5
19.2%
4 / 5
113%
1 / 5
274.7%
1 / 5
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES-1.6%
-
14.5%
-
94.5%
-
138.7%
-
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-1.5%
18 / 47
13.9%
39 / 45
74.4%
5 / 40
143.3%
3 / 36
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES-2.8%
43 / 47
7.4%
44 / 45
81.6%
2 / 40
128.4%
7 / 36
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES-3.4%
47 / 47
5.2%
45 / 45
129.5%
1 / 40
291.6%
1 / 36
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.7%
258 / 268
29.9%
1 / 245
41.3%
25 / 201
105.2%
5 / 171
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK1.7%
2 / 24
26.9%
3 / 24
18.1%
15 / 24
72.7%
14 / 24
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
36 / 268
20.4%
18 / 245
50.9%
4 / 201
105.5%
4 / 171
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-1%
219 / 280
17.2%
20 / 269
54.1%
2 / 239
103.4%
1 / 209
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.1%
30 / 280
16.3%
37 / 269
39.9%
16 / 239
89.3%
4 / 209
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.1%
8 / 16
14.1%
10 / 16
54.8%
3 / 14
68.6%
4 / 13
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-2.2%
27 / 28
13.5%
11 / 28
31.6%
5 / 25
78.1%
2 / 23
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0.7%
158 / 280
12.4%
143 / 269
35.5%
36 / 239
77.6%
12 / 209
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-1.1%
237 / 280
12.3%
149 / 269
38.1%
21 / 239
64.3%
51 / 209
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.8%
260 / 268
7%
213 / 245
44%
15 / 201
83.8%
24 / 171
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-2.5%
280 / 280
5.3%
256 / 269
22.7%
199 / 239
47.6%
162 / 209
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-0.6%
13 / 16
23.6%
8 / 16
43.5%
7 / 14
108.8%
1 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK-0%
2 / 28
20%
1 / 28
33.5%
4 / 25
79.1%
1 / 23
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-0.8%
149 / 206
11.9%
30 / 197
35.6%
3 / 172
65.6%
4 / 147
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-0.3%
68 / 206
11.7%
34 / 197
24.2%
52 / 172
62.5%
6 / 147
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-0.1%
9 / 16
10.1%
12 / 16
23.7%
10 / 14
29.1%
9 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK-0.9%
69 / 88
6.8%
21 / 81
20.6%
8 / 56
38.7%
3 / 44
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK-1.8%
76 / 78
-3%
67 / 73
9.1%
28 / 59
18.1%
26 / 49
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK0.9%
4 / 108
-3.8%
99 / 100
7.5%
47 / 78
17.3%
30 / 53
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY2%
1 / 1
27.1%
1 / 1
51.6%
1 / 1
165.2%
1 / 1
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-0.5%
6 / 12
22.6%
5 / 10
38%
5 / 6
76.3%
5 / 6
Kames Property Income
UT Property
View Factsheet
PROPERTY0.5%
16 / 53
18.5%
4 / 54
22.9%
26 / 51
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.4%
25 / 53
12.3%
12 / 54
25.1%
23 / 51
43.6%
20 / 40
Fidelity Global Property
UT Property
View Factsheet
PROPERTY-2.7%
46 / 53
2.2%
36 / 54
46.8%
3 / 51
71%
5 / 40
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST0.6%
2 / 2
51%
1 / 2
118.3%
1 / 2
177.3%
2 / 2
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST-5.5%
20 / 22
36.7%
11 / 22
84.7%
5 / 21
163.5%
6 / 21
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST-0.4%
-
34.4%
-
117.2%
-
204%
-
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST7.7%
3 / 9
32.9%
3 / 9
-10.1%
4 / 9
-15.5%
2 / 7
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST-2.2%
18 / 22
32.7%
14 / 22
56.6%
12 / 21
144.5%
8 / 21
Syncona Limited
IT Flexible Investment
View Factsheet
SPECIALIST13.9%
1 / 16
31.7%
5 / 16
54.6%
4 / 14
-
-
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST5.2%
2 / 5
29.6%
1 / 4
124.9%
1 / 4
216.3%
2 / 4
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-1.1%
5 / 6
26.8%
1 / 6
35.4%
2 / 6
-
-
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST0.9%
31 / 109
26.5%
6 / 106
55.6%
12 / 100
120.2%
9 / 84
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST2.3%
3 / 5
25.7%
2 / 4
97.2%
2 / 4
221.9%
1 / 4
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST1.4%
1 / 3
25.1%
1 / 3
68.1%
1 / 3
163.9%
1 / 3
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST-3.1%
101 / 109
22.5%
13 / 106
61.9%
6 / 100
152.9%
3 / 84
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST-0.9%
-
21.1%
-
80.7%
-
145.4%
-
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST4.7%
8 / 109
16.4%
28 / 106
66.7%
4 / 100
178.3%
1 / 84
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST-1.6%
-
15.1%
-
57.2%
-
98.8%
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST-1.4%
86 / 109
14.3%
37 / 106
46%
20 / 100
61.1%
26 / 84
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST2.1%
-
13.3%
-
26.9%
-
144.2%
-
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-0.2%
5 / 8
8.6%
3 / 8
40.4%
2 / 7
66%
4 / 7
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-1.6%
88 / 109
-26.3%
105 / 106
15.1%
66 / 100
-16%
77 / 84
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS0.4%
1 / 18
15.1%
1 / 16
23.8%
2 / 15
68.3%
1 / 14
GAM Star Credit Opps £
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS0.6%
1 / 15
13.6%
1 / 14
29.3%
1 / 14
88.7%
1 / 14
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.1%
43 / 85
11.2%
3 / 83
18.7%
17 / 74
56.3%
3 / 64
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS0.2%
8 / 23
11.2%
2 / 23
22.7%
1 / 22
55.9%
1 / 21
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.1%
26 / 85
10.7%
4 / 83
16.4%
25 / 74
57.5%
2 / 64
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
19 / 85
10.3%
5 / 83
15.3%
31 / 74
43.9%
6 / 64
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0%
7 / 97
9.1%
2 / 90
21.2%
22 / 84
49.6%
2 / 70
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.4%
54 / 85
7.8%
13 / 83
19.4%
14 / 74
41.8%
8 / 64
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.6%
57 / 85
4.5%
37 / 83
12%
49 / 74
32.9%
23 / 64
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-0.8%
63 / 97
3.1%
59 / 90
20.9%
28 / 84
32.9%
34 / 70
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.1%
7 / 99
30.3%
1 / 95
39.6%
2 / 85
132.1%
1 / 80
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME-0.4%
10 / 65
25%
4 / 61
45.5%
3 / 52
110.2%
4 / 44
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.1%
13 / 24
24.6%
4 / 24
17.8%
16 / 24
90.7%
7 / 24
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.8%
4 / 24
18.3%
13 / 24
34.7%
7 / 24
127.5%
3 / 24
MFM Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.9%
66 / 99
18%
15 / 95
27.8%
35 / 85
93.7%
8 / 80
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.5%
82 / 99
16%
30 / 95
33.8%
10 / 85
88.1%
13 / 80
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.5%
19 / 24
15.6%
16 / 24
53.7%
2 / 24
124.7%
4 / 24
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.5%
15 / 99
15.4%
40 / 95
21.7%
71 / 85
70.9%
41 / 80
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.3%
79 / 99
15%
46 / 95
33.4%
12 / 85
98.6%
7 / 80
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.5%
85 / 99
14.6%
51 / 95
33.8%
11 / 85
85.6%
16 / 80
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.6%
20 / 24
13.2%
19 / 24
27.4%
10 / 24
71.9%
16 / 24
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.2%
75 / 99
13.1%
68 / 95
32.8%
13 / 85
71.4%
39 / 80
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.4%
42 / 99
12.8%
70 / 95
34.9%
6 / 85
80.6%
18 / 80
Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-2.2%
252 / 282
12.5%
239 / 273
45.7%
18 / 258
99.7%
41 / 245
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME-1.7%
203 / 282
12.3%
241 / 273
33%
71 / 258
90.4%
59 / 245
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-1.9%
234 / 282
10%
260 / 273
26.1%
125 / 258
67.3%
141 / 245
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-3.1%
93 / 99
8.7%
86 / 95
25.6%
52 / 85
64.8%
52 / 80
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-3.1%
24 / 24
7.4%
23 / 24
35.2%
6 / 24
68.9%
19 / 24
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH-0.6%
14 / 65
38.9%
2 / 61
78.4%
2 / 52
183%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-1.6%
198 / 282
38.7%
4 / 273
84.7%
2 / 258
178%
1 / 245
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH3%
2 / 15
36.9%
2 / 15
52.4%
2 / 14
165.9%
2 / 13
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH-1.3%
151 / 282
30.2%
10 / 273
50.3%
8 / 258
-
-
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.8%
3 / 15
28.5%
6 / 15
45.6%
4 / 14
128.6%
7 / 13
MFM Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH-0.5%
50 / 282
28.3%
17 / 273
47.6%
12 / 258
127.4%
8 / 245
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH-0.9%
79 / 282
24.7%
30 / 273
59.9%
4 / 258
116%
16 / 245
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH-2.1%
245 / 282
23.1%
39 / 273
58.2%
5 / 258
145.5%
6 / 245
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-0.2%
29 / 282
20.3%
61 / 273
45.4%
20 / 258
127.5%
7 / 245
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH-1.3%
134 / 282
19.6%
69 / 273
41.3%
30 / 258
124.6%
11 / 245
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-1.8%
210 / 282
16.7%
117 / 273
51.4%
7 / 258
109.9%
25 / 245
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH-2.6%
271 / 282
15.1%
175 / 273
51.6%
6 / 258
119.5%
13 / 245
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH-1.4%
157 / 282
15%
180 / 273
40.8%
33 / 258
102.6%
35 / 245
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-2.6%
13 / 15
14.5%
12 / 15
33.5%
6 / 14
138.7%
5 / 13
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH-2.2%
247 / 282
14%
209 / 273
41.4%
29 / 258
78%
94 / 245
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH-2%
240 / 282
5.6%
271 / 273
26.6%
119 / 258
63%
164 / 245
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH-3.3%
281 / 282
5%
272 / 273
37.1%
44 / 258
83.9%
74 / 245
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH-1.5%
32 / 65
3.9%
60 / 61
37.1%
7 / 52
110.3%
3 / 44
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES1.7%
-
73.5%
-
112.1%
-
234.2%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
6 / 18
45.3%
4 / 17
66.2%
3 / 15
168.1%
6 / 15
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES6.9%
1 / 18
43.8%
5 / 17
78.6%
2 / 15
188.9%
2 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.7%
3 / 49
39.4%
10 / 49
55.4%
18 / 47
151.6%
10 / 45
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.6%
11 / 18
39.3%
6 / 17
61.5%
5 / 15
177.9%
4 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1.1%
11 / 49
34.8%
22 / 49
64.4%
7 / 47
161.1%
6 / 45
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.2%
32 / 49
34.5%
23 / 49
69.2%
4 / 47
139.5%
19 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-3.4%
49 / 49
29.3%
34 / 49
57.1%
16 / 47
114.5%
29 / 45
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-4%
17 / 18
18.4%
15 / 17
-
-
-
-
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1%
12 / 18
10.8%
16 / 17
44.4%
9 / 15
179.7%
3 / 15
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES-5.8%
3 / 3
35%
1 / 3
89.9%
1 / 3
178.5%
1 / 3
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-2.1%
87 / 91
26.9%
2 / 83
95.4%
3 / 74
154.3%
3 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES1%
2 / 7
24.5%
2 / 7
-
-
-
-
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES0.1%
20 / 91
21.6%
15 / 83
85.4%
4 / 74
170.2%
1 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES-0.5%
3 / 6
19.7%
4 / 6
66.3%
2 / 5
107.1%
2 / 4
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES0.4%
1 / 6
19.2%
5 / 6
8.8%
5 / 5
30.5%
4 / 4
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES-0.3%
36 / 91
17.1%
35 / 83
71.5%
25 / 74
142.8%
8 / 64
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES-1.9%
84 / 91
16.2%
49 / 83
80.3%
8 / 74
143.3%
7 / 64
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-1.8%
43 / 43
12.8%
34 / 40
72.1%
2 / 31
-
-
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-1.1%
71 / 91
9.7%
81 / 83
72%
23 / 74
146.7%
4 / 64
Data provided by

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