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.
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 EQUITIES2.2%
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 EQUITIES2.9%
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 EQUITIES4.2%
-
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 EQUITIES0.2%
-
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 EQUITIES1.6%
138 / 182
3.8%
171 / 179
48.2%
11 / 158
99.2%
5 / 127
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS2%
17 / 112
34.8%
1 / 107
25%
47 / 102
23.6%
54 / 86
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS5.4%
1 / 2
32.2%
2 / 2
46.3%
1 / 2
35.3%
1 / 2
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS2.6%
11 / 112
29.3%
3 / 107
29%
40 / 102
20.4%
55 / 86
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.1%
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 EQUITIES3.3%
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 EQUITIES0.7%
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 EQUITIES0.3%
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 EQUITIES0.1%
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 BONDS1.5%
4 / 28
17.7%
3 / 24
20.3%
6 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.8%
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 BONDS1.2%
-
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 INCOME1%
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 INCOME0.8%
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 GROWTH0.9%
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 EQUITIES0.5%
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 EQUITIES0.3%
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 RISK1.4%
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
PROPERTY0.1%
7 / 13
22.7%
2 / 11
37%
3 / 7
81.8%
5 / 6
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY0.1%
1 / 1
21.2%
1 / 1
52.5%
1 / 1
158.2%
1 / 1
Kames Property Income
UT Property
View Factsheet
PROPERTY0.3%
20 / 54
14.1%
2 / 54
22.1%
26 / 52
-
-
L&G UK Property
UT Property
View Factsheet
PROPERTY0.3%
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
SPECIALIST5.2%
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
SPECIALIST4%
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
SPECIALIST1.1%
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
SPECIALIST1.4%
3 / 6
16.5%
2 / 4
73.4%
2 / 4
207.6%
1 / 4
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST0.2%
51 / 112
16.1%
24 / 107
44.4%
17 / 102
61.7%
25 / 86
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST2.2%
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
SPECIALIST2.8%
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
SPECIALIST6.6%
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 BONDS1.2%
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 BONDS0.5%
1 / 18
10.6%
2 / 17
30.4%
1 / 17
81.8%
1 / 17
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.4%
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 INCOME0.4%
16 / 97
20.1%
2 / 92
41.8%
1 / 84
120.4%
1 / 79
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME0.6%
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 INCOME1%
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 INCOME1.3%
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 INCOME0.2%
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 INCOME0%
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 GROWTH1.3%
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 GROWTH0%
79 / 280
22.4%
16 / 272
64.2%
5 / 255
116.1%
9 / 243
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.4%
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 GROWTH0%
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 GROWTH0.4%
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 GROWTH0.4%
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 COMPANIES1%
-
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 COMPANIES1.6%
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 COMPANIES2.9%
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 COMPANIES1.9%
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 COMPANIES0%
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 COMPANIES1.8%
8 / 19
12.4%
14 / 17
42.8%
9 / 15
164%
3 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES1%
11 / 19
11.2%
15 / 17
-
-
-
-
VT De Lisle America
UT North America
View Factsheet
US EQUITIES0.9%
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 EQUITIES0.3%
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 EQUITIES2%
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
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