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 EQUITIES0.4%
4 / 7
22.9%
2 / 7
43.1%
3 / 7
178.9%
1 / 7
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES-2%
9 / 12
20.9%
4 / 12
41.2%
2 / 11
120.3%
2 / 11
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-2.6%
-
18.2%
-
33.5%
-
47%
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-3.1%
60 / 61
18.1%
2 / 59
43%
9 / 55
84.2%
3 / 48
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-2.5%
-
16.7%
-
49%
-
101.4%
-
Fidelity Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0.5%
46 / 61
16.5%
5 / 59
43.8%
8 / 55
82.1%
4 / 48
Old Mutual Asia Pacific
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0.8%
52 / 61
16%
7 / 59
46.4%
6 / 55
85.7%
2 / 48
Smith & Williamson FarEstnIandG
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES-2%
7 / 7
14.5%
1 / 7
50.9%
1 / 5
68.5%
3 / 5
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES-0.7%
51 / 61
12.6%
10 / 59
36.1%
13 / 55
81.7%
5 / 48
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES0.1%
42 / 187
10%
121 / 182
39.5%
5 / 163
125.9%
1 / 137
Invesco Asia Trust plc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES2.2%
6 / 15
9.7%
6 / 15
40.3%
6 / 15
90%
3 / 15
Guinness Asian Eq Inc
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES-0.4%
-
7.2%
-
29.5%
-
-
-
Schroder Oriental Inc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES1.1%
11 / 15
7%
8 / 15
33.1%
7 / 15
47.4%
8 / 15
Pacific Assets Trust plc
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES4.5%
1 / 15
2.3%
12 / 15
20.9%
13 / 15
76.5%
7 / 15
Aberdeen New Ind IT PLC
IT Country Specialists: Asia Pacific
View Factsheet
ASIA EQUITIES6.7%
2 / 7
1.8%
6 / 7
41.3%
4 / 7
91.6%
5 / 7
Scot Oriental SmCo
IT Asia Pacific - Excluding Japan
View Factsheet
ASIA EQUITIES4.5%
2 / 15
-1.4%
15 / 15
18.1%
14 / 15
17.6%
13 / 15
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES2.7%
41 / 111
-12.1%
104 / 109
39%
11 / 102
101.7%
4 / 89
BlkRck Frontiers Inv Trst
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS1.6%
3 / 11
14.9%
1 / 10
58.4%
1 / 10
83.8%
1 / 9
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS-2%
-
13.2%
-
42.8%
-
79.4%
-
JPM Emg Mkts IT plc
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS1%
7 / 11
12.8%
2 / 10
37.1%
3 / 10
45.7%
2 / 9
UBS Global Emg Mkts Equity
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-3.6%
58 / 60
12.4%
7 / 57
42.3%
2 / 52
50.3%
11 / 45
Aberdeen Gbl Latin Ameri Eq
FO Equity - Latin America
View Factsheet
EMERGING MARKETS-1.5%
11 / 41
12%
24 / 41
24.1%
8 / 41
-13.1%
18 / 37
Fidelity Emerging Markets
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-3%
54 / 60
11.1%
14 / 57
30.7%
19 / 52
58.6%
3 / 45
Templeton Emg Mkts
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-1.5%
9 / 11
10.6%
4 / 10
28.4%
5 / 10
25.1%
5 / 9
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS-1.4%
27 / 60
7.7%
26 / 57
34.3%
11 / 52
53%
7 / 45
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-2.6%
1 / 2
5%
2 / 2
47.3%
1 / 2
38.3%
1 / 2
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS0.3%
-
3.9%
-
29.9%
-
69%
-
Utilico Emg Mkts
IT Global Emerging Markets
View Factsheet
EMERGING MARKETS-1.4%
8 / 11
-0.2%
8 / 10
19.5%
8 / 10
27.2%
4 / 9
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS1.1%
4 / 12
-3.1%
8 / 12
28.6%
1 / 10
36.4%
1 / 10
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES5.1%
1 / 4
15.4%
2 / 4
81%
1 / 4
189.8%
1 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES9.8%
1 / 8
14.7%
1 / 8
38.3%
1 / 8
94.6%
1 / 8
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.3%
85 / 105
12.5%
6 / 98
63.1%
2 / 90
136.2%
1 / 83
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES2.8%
4 / 12
10.9%
7 / 12
53.2%
7 / 12
124.6%
5 / 11
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-0.1%
4 / 4
8.3%
4 / 4
32.1%
4 / 4
99.7%
3 / 4
JP Mgn Eupn IT IncSh
IT Europe
View Factsheet
EUROPEAN EQUITIES5.6%
2 / 8
8.2%
3 / 8
27.6%
4 / 8
94.2%
2 / 8
Montanaro Europ Inc
FO Equity - Small Cap Europe
View Factsheet
EUROPEAN EQUITIES3.1%
25 / 61
8%
26 / 58
52.7%
3 / 52
75.6%
31 / 44
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES1.2%
102 / 105
6.4%
35 / 98
83.1%
1 / 90
119.5%
2 / 83
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES2.1%
94 / 105
5.9%
40 / 98
41.5%
9 / 90
75.3%
20 / 83
GAM Star Cntl Eurpn Eq
FO Equity - Europe ex UK
View Factsheet
EUROPEAN EQUITIES3.9%
-
2.9%
-
32.3%
-
67.4%
-
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES2%
8 / 8
-1.7%
8 / 8
20.4%
7 / 8
79.9%
4 / 8
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS1%
14 / 29
9.5%
4 / 28
24%
3 / 15
-
-
Real Est Cr Inv NPV
IT Debt
View Factsheet
GLOBAL BONDS1.6%
10 / 29
7.2%
9 / 28
20%
7 / 15
58.4%
1 / 8
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS0.6%
23 / 101
3.4%
27 / 89
15%
10 / 68
26.9%
6 / 50
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.1%
22 / 68
-1.1%
36 / 62
14%
15 / 51
23.9%
6 / 47
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS-0.9%
-
-1.6%
-
2.2%
-
6.4%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0.3%
15 / 68
-5.6%
59 / 62
14.8%
13 / 51
17.6%
18 / 47
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME5%
6 / 22
14%
8 / 22
42.9%
10 / 22
82.2%
12 / 22
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME5.8%
3 / 54
11.4%
3 / 50
39.1%
1 / 38
82.4%
2 / 31
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.5%
2 / 7
9.1%
1 / 7
33.5%
4 / 7
81%
4 / 7
JPM Gbl Grw&Inc plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3%
6 / 7
8.3%
3 / 7
49.5%
3 / 7
98.4%
2 / 7
Hnd Int Inc Tst plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.2%
5 / 7
8.1%
4 / 7
31%
5 / 7
61.7%
5 / 7
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME2.5%
161 / 516
3%
358 / 488
26.6%
72 / 397
63.7%
66 / 305
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.3%
46 / 54
2.3%
28 / 50
24%
23 / 38
72.9%
4 / 31
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.5%
20 / 54
1.2%
34 / 50
27.3%
16 / 38
62.9%
13 / 31
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.8%
7 / 7
-1.9%
7 / 7
29.5%
6 / 7
23.3%
7 / 7
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME3.2%
25 / 54
-2%
41 / 50
27.2%
17 / 38
63%
12 / 31
Edinburgh Ww IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.5%
21 / 22
41.9%
2 / 22
68.1%
5 / 22
149.8%
4 / 22
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.8%
7 / 22
23.8%
4 / 22
72.5%
4 / 22
203.8%
3 / 22
Stan Life Inv GlSmlr Cmp
UT Global
View Factsheet
GLOBAL GROWTH3.3%
108 / 273
21%
5 / 250
68.5%
1 / 224
117.8%
3 / 202
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4%
10 / 22
20.7%
5 / 22
76.9%
3 / 22
133%
5 / 22
Orbis Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.2%
427 / 516
20.3%
19 / 488
36.6%
20 / 397
71.6%
46 / 305
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH3.3%
85 / 516
17.6%
38 / 488
59.3%
2 / 397
121.2%
2 / 305
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH6%
3 / 22
15.8%
7 / 22
52.9%
6 / 22
100.6%
8 / 22
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH1.7%
18 / 22
12.9%
10 / 22
44.5%
8 / 22
107.1%
6 / 22
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH0.8%
237 / 273
11.2%
18 / 250
47.9%
8 / 224
104.5%
7 / 202
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH-0.8%
464 / 516
10.4%
163 / 488
53.2%
3 / 397
120.6%
3 / 305
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH0.1%
406 / 516
9.1%
198 / 488
46.6%
7 / 397
107%
6 / 305
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH2.9%
142 / 273
8.7%
39 / 250
34.8%
50 / 224
93.3%
15 / 202
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH8.5%
1 / 22
8.3%
13 / 22
38.7%
11 / 22
70.5%
18 / 22
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH4.7%
8 / 22
8.2%
14 / 22
33.6%
15 / 22
94.8%
9 / 22
Schroder Global Equity
UT Global
View Factsheet
GLOBAL GROWTH3.6%
76 / 273
7.5%
47 / 250
35.8%
43 / 224
81.8%
30 / 202
Janus Henderson GlGt
UT Global
View Factsheet
GLOBAL GROWTH2.4%
183 / 273
7.4%
48 / 250
43.6%
15 / 224
116.8%
4 / 202
Fidelity Gbl Spl Sit
UT Global
View Factsheet
GLOBAL GROWTH2.1%
197 / 273
7.3%
50 / 250
43.6%
14 / 224
98%
11 / 202
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH3.2%
113 / 273
6.2%
74 / 250
45.1%
12 / 224
113%
5 / 202
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH1.9%
205 / 273
6.2%
78 / 250
60.9%
2 / 224
124.5%
2 / 202
MI Metropolis Value
UT Global
View Factsheet
GLOBAL GROWTH3.1%
125 / 273
4.3%
137 / 250
49.4%
6 / 224
86.5%
24 / 202
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH2.8%
147 / 273
2.2%
201 / 250
39.2%
25 / 224
68.6%
62 / 202
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH3.8%
59 / 516
-0.5%
437 / 488
34%
34 / 397
78.7%
28 / 305
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES1.1%
2 / 4
49.4%
1 / 4
141.6%
1 / 4
204.7%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES-4.9%
48 / 48
30.9%
1 / 45
134.6%
1 / 41
165.2%
1 / 38
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES-
4 / 4
29.8%
1 / 5
69.5%
1 / 4
137.1%
1 / 4
JP Morgan Japanese IT plc
IT Japan
View Factsheet
JAPANESE EQUITIES-
4 / 4
27.2%
2 / 5
50.1%
2 / 4
102.6%
2 / 4
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES1.7%
101 / 113
23.3%
20 / 111
76.7%
2 / 97
114.4%
3 / 82
Baillie Gifford Japanese
UT Japan
View Factsheet
JAPANESE EQUITIES3%
38 / 48
18%
6 / 45
55.5%
5 / 41
100.6%
5 / 38
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES2.4%
44 / 48
15.9%
8 / 45
63.3%
2 / 41
109.7%
2 / 38
LF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES6%
5 / 48
12.1%
14 / 45
50.5%
6 / 41
86.9%
6 / 38
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES8.8%
1 / 3
10.7%
3 / 3
65.4%
3 / 3
123.9%
2 / 3
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET 0-40% EQUITY2.2%
18 / 27
3.5%
12 / 27
24.9%
1 / 26
47.6%
3 / 22
TM Fulcrum DvfdCreAbRet
UT Targeted Absolute Return
View Factsheet
MIXED ASSET 0-40% EQUITY1.1%
29 / 80
3.1%
18 / 76
-1.2%
52 / 67
-
-
Kames Divfd Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY1.5%
123 / 212
2.6%
58 / 200
15.7%
35 / 178
-
-
Artemis Monthly Distribution
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY1.8%
84 / 212
1.8%
94 / 200
24.1%
3 / 178
55%
1 / 152
OM Cirilium Conservative Pf
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY0.7%
64 / 89
1.8%
19 / 82
15.9%
3 / 60
28.6%
3 / 50
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET 0-40% EQUITY1.8%
9 / 16
1.6%
11 / 15
18.4%
11 / 15
12.6%
13 / 15
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET 0-40% EQUITY1.3%
22 / 89
-0.6%
73 / 82
11%
17 / 60
24.6%
11 / 50
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 41-60% EQUITY2.4%
37 / 212
5.2%
8 / 200
24%
4 / 178
49.6%
2 / 152
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET 41-60% EQUITY3.1%
5 / 16
5.1%
8 / 15
38.2%
4 / 15
66.1%
3 / 15
MI MitonCautMthInc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET 41-60% EQUITY1.9%
81 / 212
3.3%
36 / 200
15.4%
37 / 178
36.2%
21 / 152
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET 61-100% EQUITY10.1%
2 / 24
13.6%
1 / 24
27.9%
8 / 24
46%
15 / 24
Unicorn Mastertrust
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY2.4%
82 / 267
9.6%
11 / 246
40.6%
2 / 209
72.8%
2 / 180
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET 61-100% EQUITY2.7%
103 / 298
8.5%
9 / 283
36.3%
3 / 244
79.1%
1 / 223
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY2.1%
105 / 267
5.5%
51 / 246
30.8%
12 / 209
66.4%
5 / 180
F&C MM Navigator Select
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY1.7%
150 / 267
5.4%
55 / 246
24.8%
34 / 209
55.5%
29 / 180
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET 61-100% EQUITY2.3%
139 / 298
5.3%
43 / 283
25.3%
20 / 244
58.3%
9 / 223
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY3.2%
29 / 267
4.5%
89 / 246
24.3%
37 / 209
58.6%
24 / 180
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET 61-100% EQUITY5.4%
2 / 27
1.4%
21 / 27
16.8%
12 / 26
49.4%
2 / 22
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET 61-100% EQUITY5.4%
5 / 267
1.1%
187 / 246
31.6%
11 / 209
69.9%
4 / 180
TR Property IT plc
IT Property Securities
View Factsheet
PROPERTY8.9%
1 / 1
23.2%
1 / 1
39.8%
1 / 1
138.3%
1 / 1
Picton Prop Inc Ltd
IT Property Direct - UK
View Factsheet
PROPERTY8.1%
1 / 14
10.8%
2 / 13
39.2%
1 / 9
166.5%
1 / 7
Kames Property Income
UT Property
View Factsheet
PROPERTY0.7%
27 / 46
6.2%
23 / 47
19.4%
12 / 45
-
-
F&C Commercial Property
IT Property Direct - UK
View Factsheet
PROPERTY4.7%
7 / 14
0.2%
10 / 13
17.1%
6 / 9
70.5%
5 / 7
Fidelity Global Property
UT Property
View Factsheet
PROPERTY3.7%
8 / 46
-5.1%
40 / 47
12.8%
29 / 45
33.1%
24 / 39
Allianz Tech Tst PLC
IT Tech, Media & Telecomm
View Factsheet
SPECIALIST1.6%
2 / 3
36.8%
1 / 2
99.5%
1 / 2
252.8%
1 / 2
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST6.2%
1 / 3
17.1%
1 / 3
66%
1 / 2
122.4%
1 / 2
BlackRock World Mining IT
IT Commodities & Natural Resources
View Factsheet
SPECIALIST3%
3 / 9
13.1%
2 / 9
45.4%
3 / 9
-0.9%
1 / 7
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST4.5%
19 / 111
11.9%
4 / 109
41.4%
8 / 102
53.3%
21 / 89
Std Lf PvtEqTstPLC
IT Private Equity
View Factsheet
SPECIALIST5%
5 / 22
11.4%
10 / 22
83.4%
5 / 21
118.1%
5 / 21
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST4.6%
6 / 22
10.9%
11 / 22
48.7%
11 / 21
87.3%
13 / 21
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST-0.3%
-
10.8%
-
77.6%
-
178%
-
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST2%
50 / 111
10.7%
7 / 109
32.5%
20 / 102
70%
10 / 89
Polar Capital Biotechnology
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST0.8%
14 / 30
9.7%
6 / 30
33%
2 / 28
-
-
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST3.8%
1 / 7
8.6%
1 / 6
30.2%
2 / 6
-
-
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST2.1%
2 / 6
6.4%
2 / 6
27.8%
2 / 5
141.4%
1 / 5
Guinness Global Energy
FO Commodity & Energy
View Factsheet
SPECIALIST12.8%
3 / 96
5.4%
45 / 95
-1.8%
47 / 91
5.4%
25 / 77
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST1.4%
63 / 111
5%
35 / 109
30.7%
23 / 102
102.1%
3 / 89
LF Ruffer Gold
UT Specialist
View Factsheet
SPECIALIST4.4%
21 / 111
1.5%
67 / 109
72.9%
1 / 102
12.2%
62 / 89
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST1.7%
-
-0.4%
-
34.4%
-
65.8%
-
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-0.4%
6 / 6
-2.3%
4 / 6
4.5%
4 / 5
135.9%
2 / 5
Woodford PatientCapTrt
IT UK All Companies
View Factsheet
SPECIALIST-3.3%
15 / 15
-17.8%
15 / 15
-26.9%
15 / 15
-
-
Royal London Stg ExYdBd
FO Fixed Int - GBP High Yield
View Factsheet
STERLING BONDS0.9%
2 / 5
7.6%
1 / 4
25.4%
1 / 4
46.2%
1 / 3
GAM Star Crd Opp GBP
FO Fixed Int - GBP
View Factsheet
STERLING BONDS0.3%
6 / 15
6.8%
2 / 15
24.1%
1 / 10
56.3%
1 / 10
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1.3%
1 / 85
5.1%
3 / 81
15.2%
4 / 75
34.4%
4 / 69
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.5%
5 / 95
4.2%
1 / 94
15.4%
7 / 83
32.2%
6 / 75
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS1%
4 / 85
4.1%
10 / 81
16.3%
3 / 75
34.6%
3 / 69
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.8%
5 / 85
3.5%
13 / 81
10.5%
26 / 75
25.5%
12 / 69
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.2%
29 / 85
3.4%
14 / 81
14.1%
8 / 75
28%
9 / 69
Fidelity Moneybld Income
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-0.1%
55 / 95
0.6%
48 / 94
9%
57 / 83
20.1%
47 / 75
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.5%
67 / 85
0.6%
49 / 81
8.4%
46 / 75
20.8%
24 / 69
M&G Corporate Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.1%
39 / 95
0.5%
57 / 94
10.5%
39 / 83
21.6%
37 / 75
Janus Henderson UKSmlCmp
UT UK Smaller Companies
View Factsheet
UK EQUITY INCOME5%
10 / 51
14.2%
25 / 49
44.2%
29 / 48
102.8%
25 / 47
Man GLG UK Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6.2%
42 / 100
14.1%
1 / 94
36.2%
2 / 85
80.5%
3 / 81
Schroder Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME7.2%
11 / 100
13.7%
2 / 94
24.5%
9 / 85
64.4%
9 / 81
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6.4%
37 / 100
9.8%
8 / 94
38.8%
1 / 85
90.3%
1 / 81
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME2%
22 / 24
8.9%
8 / 24
38.9%
2 / 24
86.4%
2 / 24
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME5.2%
56 / 80
8.4%
14 / 78
33.9%
8 / 65
79.7%
4 / 50
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME8.1%
3 / 100
7.2%
20 / 94
25.8%
6 / 85
59.4%
13 / 81
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME5.1%
81 / 100
5.2%
30 / 94
19.5%
24 / 85
68%
7 / 81
Tmpl Br IT PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME8.4%
5 / 24
5%
12 / 24
19.3%
11 / 24
34%
18 / 24
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME3.3%
21 / 24
5%
13 / 24
27.9%
7 / 24
49.6%
11 / 24
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.7%
220 / 280
4.9%
167 / 274
32.8%
25 / 259
71.3%
36 / 244
AXA Framlington Mly Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME3.9%
96 / 100
4.8%
35 / 94
25.2%
7 / 85
69.5%
5 / 81
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME8.1%
7 / 24
4.1%
15 / 24
17.4%
14 / 24
45.8%
16 / 24
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6%
52 / 100
3.8%
48 / 94
19.9%
20 / 85
64.9%
8 / 81
Premier Optimum Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME5.3%
73 / 100
1.4%
71 / 94
19.5%
23 / 85
57.9%
15 / 81
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME6.6%
26 / 100
0.9%
75 / 94
17.3%
42 / 85
56%
17 / 81
Franklin UK Rising Dividends
UT UK All Companies
View Factsheet
UK EQUITY INCOME4.4%
237 / 280
0.7%
250 / 274
21.5%
89 / 259
56.9%
80 / 244
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME5.7%
63 / 100
-1.7%
81 / 94
14.4%
57 / 85
47.4%
39 / 81
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME4.5%
18 / 24
-2%
20 / 24
15.2%
15 / 24
46.1%
14 / 24
Perp Inc & Gth IT plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME6.4%
13 / 24
-5.5%
22 / 24
-3.3%
23 / 24
26.8%
22 / 24
MI Chelverton UK Equ Grth
UT UK All Companies
View Factsheet
UK GROWTH2.9%
272 / 280
20.2%
1 / 274
90.9%
1 / 259
-
-
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH2.7%
273 / 280
18%
4 / 274
68.1%
4 / 259
125.1%
2 / 244
Man GLG Uvalued Ass
UT UK All Companies
View Factsheet
UK GROWTH5.6%
161 / 280
17.1%
5 / 274
37.8%
14 / 259
-
-
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH2.1%
275 / 280
16.1%
8 / 274
49.3%
8 / 259
90.8%
11 / 244
Unicorn UK Growth
UT UK All Companies
View Factsheet
UK GROWTH4.5%
226 / 280
14.6%
11 / 274
71.1%
3 / 259
108.7%
6 / 244
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH5%
8 / 15
13.7%
3 / 15
43.1%
6 / 15
90.2%
5 / 13
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH2.4%
13 / 15
11.9%
5 / 15
47.2%
4 / 15
99.8%
2 / 13
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH6%
133 / 280
11.3%
21 / 274
39.2%
13 / 259
115%
5 / 244
R&M UK Equity Long Term Recovery
UT UK All Companies
View Factsheet
UK GROWTH5.7%
158 / 280
10.7%
27 / 274
35.7%
18 / 259
94.6%
10 / 244
Liontrust UK Ethical
UT UK All Companies
View Factsheet
UK GROWTH4.8%
214 / 280
10.7%
28 / 274
27.5%
48 / 259
72.1%
33 / 244
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH3.9%
66 / 80
10.4%
7 / 78
56.5%
2 / 65
127.3%
2 / 50
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH3.8%
69 / 80
10.3%
8 / 78
29.5%
10 / 65
71.6%
6 / 50
Liontrust Spl Sits
UT UK All Companies
View Factsheet
UK GROWTH5.8%
145 / 280
10.2%
37 / 274
39.9%
12 / 259
77.4%
23 / 244
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH4.3%
241 / 280
9.3%
46 / 274
50.8%
7 / 259
118.8%
4 / 244
LF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH3.8%
255 / 280
9.1%
49 / 274
32.9%
24 / 259
82.2%
16 / 244
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH5.5%
166 / 280
8.5%
60 / 274
27.1%
51 / 259
74.4%
29 / 244
LF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH3.3%
268 / 280
6.8%
91 / 274
37.5%
16 / 259
101.9%
8 / 244
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.1%
271 / 280
6.6%
97 / 274
29.5%
40 / 259
81%
18 / 244
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH4.3%
242 / 280
6.5%
100 / 274
24.9%
70 / 259
82%
17 / 244
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH4.7%
219 / 280
3.7%
203 / 274
19.8%
103 / 259
58.4%
73 / 244
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES9.2%
2 / 19
33%
1 / 17
88.3%
2 / 16
150.3%
2 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES6.4%
3 / 51
24.6%
4 / 49
91.5%
2 / 48
154.1%
1 / 47
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES6.9%
4 / 19
24.3%
6 / 17
59.1%
7 / 16
133.7%
5 / 15
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALLER COMPANIES3.8%
-
18.3%
-
105.1%
-
184.3%
-
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES3.1%
39 / 51
18.3%
9 / 49
78.2%
5 / 48
137.6%
9 / 47
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES2.6%
41 / 51
17.9%
10 / 49
65.8%
10 / 48
106.6%
24 / 47
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES2.7%
40 / 51
14.9%
22 / 49
76.1%
6 / 48
138%
7 / 47
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES5.7%
6 / 19
10.4%
10 / 17
64.5%
6 / 16
138.2%
4 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES1.5%
11 / 19
6.6%
12 / 17
-
-
-
-
Rights & Issues IT
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES-2.2%
18 / 19
5.9%
13 / 17
102.4%
1 / 16
204.7%
1 / 15
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES-2.2%
19 / 19
3.9%
14 / 17
13.7%
16 / 16
116.7%
6 / 15
Brown Advisory US Sm Cos
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-1.2%
40 / 46
13.1%
11 / 43
33.2%
8 / 32
89.5%
10 / 27
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES2.9%
6 / 9
9.4%
2 / 8
52.1%
2 / 7
-
-
Natixis LS U.S. Eq Ldrs
UT North America
View Factsheet
US EQUITIES0.6%
84 / 88
8.6%
10 / 85
56.8%
3 / 79
127.2%
3 / 69
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES4.3%
1 / 3
5.8%
1 / 3
53.8%
1 / 3
124.6%
1 / 3
LF Miton US Opportunities
UT North America
View Factsheet
US EQUITIES4.2%
26 / 88
5.5%
23 / 85
47.9%
10 / 79
108.3%
8 / 69
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES3.4%
47 / 88
4.8%
28 / 85
47.1%
12 / 79
127.5%
2 / 69
The NthAmrcn InTstplc
IT North America
View Factsheet
US EQUITIES3.4%
3 / 8
4.7%
2 / 6
54.6%
1 / 6
73.7%
2 / 5
Artemis US Extd Al
UT North America
View Factsheet
US EQUITIES1.5%
76 / 88
4.7%
30 / 85
58.1%
2 / 79
-
-
VT De Lisle America
UT North America
View Factsheet
US EQUITIES5.2%
8 / 88
2%
58 / 85
55.8%
4 / 79
115.6%
4 / 69
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES2.5%
62 / 88
-1.8%
78 / 85
37.6%
47 / 79
103.5%
17 / 69
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES4%
30 / 88
-2.8%
80 / 85
29.9%
69 / 79
95.6%
35 / 69
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