Browse Money Observer Rated Funds

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 EQUITIES	0.4% 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 EQUITIES	0.1% 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 EQUITIES	2.2% 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 EQUITIES	1.1% 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 EQUITIES	4.5% 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 EQUITIES	6.7% 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 EQUITIES	4.5% 2 / 15	-1.4% 15 / 15	18.1% 14 / 15	17.6% 13 / 15
Jupiter India UT Specialist View Factsheet	ASIA EQUITIES	2.7% 41 / 111	-12.1% 104 / 109	39% 11 / 102	101.7% 4 / 89
BlkRck Frontiers Inv Trst IT Global Emerging Markets View Factsheet	EMERGING MARKETS	1.6% 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 MARKETS	1% 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 MARKETS	0.3% -	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 MARKETS	1.1% 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 EQUITIES	5.1% 1 / 4	15.4% 2 / 4	81% 1 / 4	189.8% 1 / 4
Jupiter European Opps IT Europe View Factsheet	EUROPEAN EQUITIES	9.8% 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 EQUITIES	2.3% 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 EQUITIES	2.8% 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 EQUITIES	5.6% 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 EQUITIES	3.1% 25 / 61	8% 26 / 58	52.7% 3 / 52	75.6% 31 / 44
Marlborough Eurpn Multi-Cap UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	1.2% 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 EQUITIES	2.1% 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 EQUITIES	3.9% -	2.9% -	32.3% -	67.4% -
Hndrsn Erpn Fcs Tst IT Europe View Factsheet	EUROPEAN EQUITIES	2% 8 / 8	-1.7% 8 / 8	20.4% 7 / 8	79.9% 4 / 8
TwentyfourSelctMnthlyIncFd 1P IT Debt View Factsheet	GLOBAL BONDS	1% 14 / 29	9.5% 4 / 28	24% 3 / 15	- -
Real Est Cr Inv NPV IT Debt View Factsheet	GLOBAL BONDS	1.6% 10 / 29	7.2% 9 / 28	20% 7 / 15	58.4% 1 / 8
Schroder ISFGbHiIYd FO Fixed Int - Global High Yield View Factsheet	GLOBAL BONDS	0.6% 23 / 101	3.4% 27 / 89	15% 10 / 68	26.9% 6 / 50
Marlborough Global Bond UT Global Bonds View Factsheet	GLOBAL BONDS	0.1% 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 BONDS	0.3% 15 / 68	-5.6% 59 / 62	14.8% 13 / 51	17.6% 18 / 47
The Bnkrs IT IT Global View Factsheet	GLOBAL EQUITY INCOME	5% 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 INCOME	5.8% 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 INCOME	3.5% 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 INCOME	3% 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 INCOME	3.2% 5 / 7	8.1% 4 / 7	31% 5 / 7	61.7% 5 / 7
Guinness Gbl Eq Inc FO Equity - International View Factsheet	GLOBAL EQUITY INCOME	2.5% 161 / 516	3% 358 / 488	26.6% 72 / 397	63.7% 66 / 305
Artemis Global Income UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	2.3% 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 INCOME	3.5% 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 INCOME	1.8% 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 INCOME	3.2% 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 GROWTH	4.8% 7 / 22	23.8% 4 / 22	72.5% 4 / 22	203.8% 3 / 22
Stan Life Inv GlSmlr Cmp UT Global View Factsheet	GLOBAL GROWTH	3.3% 108 / 273	21% 5 / 250	68.5% 1 / 224	117.8% 3 / 202
Monks IT PLC IT Global View Factsheet	GLOBAL GROWTH	4% 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 GROWTH	3.3% 85 / 516	17.6% 38 / 488	59.3% 2 / 397	121.2% 2 / 305
Foreign & Colonial Inv Tst IT Global View Factsheet	GLOBAL GROWTH	6% 3 / 22	15.8% 7 / 22	52.9% 6 / 22	100.6% 8 / 22
Mid Wynd Intl IT PLC IT Global View Factsheet	GLOBAL GROWTH	1.7% 18 / 22	12.9% 10 / 22	44.5% 8 / 22	107.1% 6 / 22
Rathbone Global Opp UT Global View Factsheet	GLOBAL GROWTH	0.8% 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 GROWTH	0.1% 406 / 516	9.1% 198 / 488	46.6% 7 / 397	107% 6 / 305
Artemis Global Growth UT Global View Factsheet	GLOBAL GROWTH	2.9% 142 / 273	8.7% 39 / 250	34.8% 50 / 224	93.3% 15 / 202
The Scottish Inv Tst PLC IT Global View Factsheet	GLOBAL GROWTH	8.5% 1 / 22	8.3% 13 / 22	38.7% 11 / 22	70.5% 18 / 22
Wtn IT plc IT Global View Factsheet	GLOBAL GROWTH	4.7% 8 / 22	8.2% 14 / 22	33.6% 15 / 22	94.8% 9 / 22
Schroder Global Equity UT Global View Factsheet	GLOBAL GROWTH	3.6% 76 / 273	7.5% 47 / 250	35.8% 43 / 224	81.8% 30 / 202
Janus Henderson GlGt UT Global View Factsheet	GLOBAL GROWTH	2.4% 183 / 273	7.4% 48 / 250	43.6% 15 / 224	116.8% 4 / 202
Fidelity Gbl Spl Sit UT Global View Factsheet	GLOBAL GROWTH	2.1% 197 / 273	7.3% 50 / 250	43.6% 14 / 224	98% 11 / 202
Old Mutual Global Equity UT Global View Factsheet	GLOBAL GROWTH	3.2% 113 / 273	6.2% 74 / 250	45.1% 12 / 224	113% 5 / 202
Fundsmith Equity UT Global View Factsheet	GLOBAL GROWTH	1.9% 205 / 273	6.2% 78 / 250	60.9% 2 / 224	124.5% 2 / 202
MI Metropolis Value UT Global View Factsheet	GLOBAL GROWTH	3.1% 125 / 273	4.3% 137 / 250	49.4% 6 / 224	86.5% 24 / 202
Stewart Investors WW Sust UT Global View Factsheet	GLOBAL GROWTH	2.8% 147 / 273	2.2% 201 / 250	39.2% 25 / 224	68.6% 62 / 202
JOHCM Gbl Opps FO Equity - International View Factsheet	GLOBAL GROWTH	3.8% 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 EQUITIES	1.1% 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 EQUITIES	1.7% 101 / 113	23.3% 20 / 111	76.7% 2 / 97	114.4% 3 / 82
Baillie Gifford Japanese UT Japan View Factsheet	JAPANESE EQUITIES	3% 38 / 48	18% 6 / 45	55.5% 5 / 41	100.6% 5 / 38
AXA Framlington Japan UT Japan View Factsheet	JAPANESE EQUITIES	2.4% 44 / 48	15.9% 8 / 45	63.3% 2 / 41	109.7% 2 / 38
LF Morant Wright Nippon Yield UT Japan View Factsheet	JAPANESE EQUITIES	6% 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 EQUITIES	8.8% 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% EQUITY	2.2% 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% EQUITY	1.1% 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% EQUITY	1.5% 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% EQUITY	1.8% 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% EQUITY	0.7% 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% EQUITY	1.8% 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% EQUITY	1.3% 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% EQUITY	2.4% 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% EQUITY	3.1% 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% EQUITY	1.9% 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% EQUITY	10.1% 2 / 24	13.6% 1 / 24	27.9% 8 / 24	46% 15 / 24
Unicorn Mastertrust UT Flexible Investment View Factsheet	MIXED ASSET 61-100% EQUITY	2.4% 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% EQUITY	2.7% 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% EQUITY	2.1% 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% EQUITY	1.7% 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% EQUITY	2.3% 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% EQUITY	3.2% 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% EQUITY	5.4% 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% EQUITY	5.4% 5 / 267	1.1% 187 / 246	31.6% 11 / 209	69.9% 4 / 180
TR Property IT plc IT Property Securities View Factsheet	PROPERTY	8.9% 1 / 1	23.2% 1 / 1	39.8% 1 / 1	138.3% 1 / 1
Picton Prop Inc Ltd IT Property Direct - UK View Factsheet	PROPERTY	8.1% 1 / 14	10.8% 2 / 13	39.2% 1 / 9	166.5% 1 / 7
Kames Property Income UT Property View Factsheet	PROPERTY	0.7% 27 / 46	6.2% 23 / 47	19.4% 12 / 45	- -
F&C Commercial Property IT Property Direct - UK View Factsheet	PROPERTY	4.7% 7 / 14	0.2% 10 / 13	17.1% 6 / 9	70.5% 5 / 7
Fidelity Global Property UT Property View Factsheet	PROPERTY	3.7% 8 / 46	-5.1% 40 / 47	12.8% 29 / 45	33.1% 24 / 39
Allianz Tech Tst PLC IT Tech, Media & Telecomm View Factsheet	SPECIALIST	1.6% 2 / 3	36.8% 1 / 2	99.5% 1 / 2	252.8% 1 / 2
Impax Envt Mkts O10P IT Environmental View Factsheet	SPECIALIST	6.2% 1 / 3	17.1% 1 / 3	66% 1 / 2	122.4% 1 / 2
BlackRock World Mining IT IT Commodities & Natural Resources View Factsheet	SPECIALIST	3% 3 / 9	13.1% 2 / 9	45.4% 3 / 9	-0.9% 1 / 7
Sarasin Food & Agri Opp UT Specialist View Factsheet	SPECIALIST	4.5% 19 / 111	11.9% 4 / 109	41.4% 8 / 102	53.3% 21 / 89
Std Lf PvtEqTstPLC IT Private Equity View Factsheet	SPECIALIST	5% 5 / 22	11.4% 10 / 22	83.4% 5 / 21	118.1% 5 / 21
Pnthn Intl Plc IT Private Equity View Factsheet	SPECIALIST	4.6% 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	SPECIALIST	2% 50 / 111	10.7% 7 / 109	32.5% 20 / 102	70% 10 / 89
Polar Capital Biotechnology FO Equity - Pharma Health & Biotech View Factsheet	SPECIALIST	0.8% 14 / 30	9.7% 6 / 30	33% 2 / 28	- -
BluefieldSolar Inc Fd Ltd IT Infrastructure - Renewable Energy View Factsheet	SPECIALIST	3.8% 1 / 7	8.6% 1 / 6	30.2% 2 / 6	- -
Wldwide Hlthcare Tst PLC IT Biotechnology & Healthcare View Factsheet	SPECIALIST	2.1% 2 / 6	6.4% 2 / 6	27.8% 2 / 5	141.4% 1 / 5
Guinness Global Energy FO Commodity & Energy View Factsheet	SPECIALIST	12.8% 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	SPECIALIST	1.4% 63 / 111	5% 35 / 109	30.7% 23 / 102	102.1% 3 / 89
LF Ruffer Gold UT Specialist View Factsheet	SPECIALIST	4.4% 21 / 111	1.5% 67 / 109	72.9% 1 / 102	12.2% 62 / 89
Pictet Water FO Commodity & Energy View Factsheet	SPECIALIST	1.7% -	-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 BONDS	0.9% 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 BONDS	0.3% 6 / 15	6.8% 2 / 15	24.1% 1 / 10	56.3% 1 / 10
Artemis High Income UT Sterling Strategic Bond View Factsheet	STERLING BONDS	1.3% 1 / 85	5.1% 3 / 81	15.2% 4 / 75	34.4% 4 / 69
Rathbone Ethical Bond UT Sterling Corporate Bond View Factsheet	STERLING BONDS	0.5% 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 BONDS	1% 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 BONDS	0.8% 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 BONDS	0.2% 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 BONDS	0.1% 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 INCOME	5% 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 INCOME	6.2% 42 / 100	14.1% 1 / 94	36.2% 2 / 85	80.5% 3 / 81
Schroder Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	7.2% 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 INCOME	6.4% 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 INCOME	2% 22 / 24	8.9% 8 / 24	38.9% 2 / 24	86.4% 2 / 24
Montanaro UK Income FO Equity - UK View Factsheet	UK EQUITY INCOME	5.2% 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 INCOME	8.1% 3 / 100	7.2% 20 / 94	25.8% 6 / 85	59.4% 13 / 81
Slater Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	5.1% 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 INCOME	8.4% 5 / 24	5% 12 / 24	19.3% 11 / 24	34% 18 / 24
Lowland Investment Company IT UK Equity Income View Factsheet	UK EQUITY INCOME	3.3% 21 / 24	5% 13 / 24	27.9% 7 / 24	49.6% 11 / 24
TB Evenlode Income UT UK All Companies View Factsheet	UK EQUITY INCOME	4.7% 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 INCOME	3.9% 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 INCOME	8.1% 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 INCOME	6% 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 INCOME	5.3% 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 INCOME	6.6% 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 INCOME	4.4% 237 / 280	0.7% 250 / 274	21.5% 89 / 259	56.9% 80 / 244
Rathbone Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	5.7% 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 INCOME	4.5% 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 INCOME	6.4% 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 GROWTH	2.9% 272 / 280	20.2% 1 / 274	90.9% 1 / 259	- -
CFP SDLUKBftolgy UT UK All Companies View Factsheet	UK GROWTH	2.7% 273 / 280	18% 4 / 274	68.1% 4 / 259	125.1% 2 / 244
Man GLG Uvalued Ass UT UK All Companies View Factsheet	UK GROWTH	5.6% 161 / 280	17.1% 5 / 274	37.8% 14 / 259	- -
Marlborough UK Multi-Cap Gth UT UK All Companies View Factsheet	UK GROWTH	2.1% 275 / 280	16.1% 8 / 274	49.3% 8 / 259	90.8% 11 / 244
Unicorn UK Growth UT UK All Companies View Factsheet	UK GROWTH	4.5% 226 / 280	14.6% 11 / 274	71.1% 3 / 259	108.7% 6 / 244
Mrtl IT PLC IT UK All Companies View Factsheet	UK GROWTH	5% 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 GROWTH	2.4% 13 / 15	11.9% 5 / 15	47.2% 4 / 15	99.8% 2 / 13
Slater Growth UT UK All Companies View Factsheet	UK GROWTH	6% 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 GROWTH	5.7% 158 / 280	10.7% 27 / 274	35.7% 18 / 259	94.6% 10 / 244
Liontrust UK Ethical UT UK All Companies View Factsheet	UK GROWTH	4.8% 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 GROWTH	3.9% 66 / 80	10.4% 7 / 78	56.5% 2 / 65	127.3% 2 / 50
Ardevora UK Equity FO Equity - UK View Factsheet	UK GROWTH	3.8% 69 / 80	10.3% 8 / 78	29.5% 10 / 65	71.6% 6 / 50
Liontrust Spl Sits UT UK All Companies View Factsheet	UK GROWTH	5.8% 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 GROWTH	4.3% 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 GROWTH	3.8% 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 GROWTH	5.5% 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 GROWTH	3.3% 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 GROWTH	3.1% 271 / 280	6.6% 97 / 274	29.5% 40 / 259	81% 18 / 244
Franklin UK Mgrs Focus UT UK All Companies View Factsheet	UK GROWTH	4.3% 242 / 280	6.5% 100 / 274	24.9% 70 / 259	82% 17 / 244
Newton UK Opportnts UT UK All Companies View Factsheet	UK GROWTH	4.7% 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 COMPANIES	9.2% 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 COMPANIES	6.4% 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 COMPANIES	6.9% 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 COMPANIES	3.8% -	18.3% -	105.1% -	184.3% -
Marlborough UK Micro Cap Gwth UT UK Smaller Companies View Factsheet	UK SMALLER COMPANIES	3.1% 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 COMPANIES	2.6% 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 COMPANIES	2.7% 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 COMPANIES	5.7% 6 / 19	10.4% 10 / 17	64.5% 6 / 16	138.2% 4 / 15
MitonUKMicCapTst IT UK Smaller Companies View Factsheet	UK SMALLER COMPANIES	1.5% 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 EQUITIES	2.9% 6 / 9	9.4% 2 / 8	52.1% 2 / 7	- -
Natixis LS U.S. Eq Ldrs UT North America View Factsheet	US EQUITIES	0.6% 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 EQUITIES	4.3% 1 / 3	5.8% 1 / 3	53.8% 1 / 3	124.6% 1 / 3
LF Miton US Opportunities UT North America View Factsheet	US EQUITIES	4.2% 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 EQUITIES	3.4% 47 / 88	4.8% 28 / 85	47.1% 12 / 79	127.5% 2 / 69
The NthAmrcn InTstplc IT North America View Factsheet	US EQUITIES	3.4% 3 / 8	4.7% 2 / 6	54.6% 1 / 6	73.7% 2 / 5
Artemis US Extd Al UT North America View Factsheet	US EQUITIES	1.5% 76 / 88	4.7% 30 / 85	58.1% 2 / 79	- -
VT De Lisle America UT North America View Factsheet	US EQUITIES	5.2% 8 / 88	2% 58 / 85	55.8% 4 / 79	115.6% 4 / 69
Schroder US Mid Cap UT North America View Factsheet	US EQUITIES	2.5% 62 / 88	-1.8% 78 / 85	37.6% 47 / 79	103.5% 17 / 69
Fidelity American Spec Sit UT North America View Factsheet	US EQUITIES	4% 30 / 88	-2.8% 80 / 85	29.9% 69 / 79	95.6% 35 / 69

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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.

OMW JPM Mid Cap Inv Trust	20.3%
Wesleyan UK Hgh / Risk Sh Pn	18%
Av Baill Giff UK Eq Alp AP	16.4%
Stan Life SLI UK Eq Uncon Pn	16.2%
AegonBailGifUKEquAlp Pn	15%
OMW Marlborgh UK MltiCap Gth	14%
Aviva Frank UK Mid Cap Pn	13.7%