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.
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.9%
1 / 60
45.7%
2 / 59
87.9%
1 / 55
125.1%
2 / 46
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES5.9%
-
40.6%
-
87.2%
-
145.3%
-
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.4%
-
40.5%
-
44.9%
-
72.2%
-
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES3.9%
3 / 12
40.4%
4 / 11
89.1%
2 / 11
161.6%
2 / 10
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES2.5%
3 / 7
38.2%
3 / 7
97.5%
1 / 7
236.2%
1 / 7
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES2.4%
71 / 184
37%
48 / 181
84.9%
2 / 162
172.5%
1 / 135
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES2.2%
19 / 60
29.6%
19 / 59
64.4%
13 / 55
108.9%
7 / 46
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-1.3%
7 / 7
24.2%
6 / 7
44.1%
6 / 7
117%
5 / 7
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-0.4%
58 / 114
19.1%
19 / 110
63.6%
3 / 105
130.3%
6 / 90
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES0.2%
12 / 15
19%
10 / 15
51%
7 / 15
82.4%
8 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES0.5%
43 / 60
18.3%
50 / 59
-
-
-
-
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2%
8 / 15
16.4%
12 / 15
68.3%
5 / 15
121.5%
3 / 15
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-1.4%
14 / 15
16.2%
13 / 15
25.7%
13 / 15
61.8%
11 / 15
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES2.1%
5 / 7
14.2%
7 / 7
63%
3 / 6
109.1%
3 / 6
Stewart Investors AsiaPacLdr
UT Specialist
View Factsheet
ASIA EQUITIES0.4%
23 / 114
13.4%
43 / 110
35.7%
33 / 105
71.1%
25 / 90
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES0.9%
113 / 184
12.1%
170 / 181
44.7%
36 / 162
88.5%
13 / 135
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES-1.8%
15 / 15
6.6%
15 / 15
34.4%
12 / 15
102%
7 / 15
Hermes Gbl Emrg Mkts
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS1.9%
40 / 277
39.1%
41 / 258
69.5%
1 / 210
112%
2 / 159
BlackRock Emg Eur Plc
IT European Emerging Markets
View Factsheet
EMERGING MARKETS-
2 / 2
30%
2 / 2
59.5%
1 / 2
52.7%
1 / 2
Invesco Perp Gbl Emg Mkts
UT Global Emerging Markets
View Factsheet
EMERGING MARKETS1%
16 / 61
29.5%
24 / 58
51%
16 / 53
86.5%
5 / 44
BlkRck Frontiers Inv Trst
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS0.9%
6 / 11
25.5%
4 / 10
42%
5 / 10
137.2%
1 / 9
JPM GblEM Inc Tst plc
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS1.1%
5 / 11
23%
6 / 10
27.6%
7 / 10
47.2%
7 / 9
Neptune Latin America
UT Specialist
View Factsheet
EMERGING MARKETS-7.6%
109 / 114
21.2%
14 / 110
29.1%
48 / 105
14%
68 / 90
Aberdeen Latin American Eq
UT Specialist
View Factsheet
EMERGING MARKETS-6.8%
107 / 114
19.9%
18 / 110
35.4%
35 / 105
14.4%
67 / 90
Templeton EmegMkts SmlCos
FO Equity - Emerging Markets
View Factsheet
EMERGING MARKETS0.8%
-
19%
-
50.6%
-
100.3%
-
Schroder Small Cap Discovery
UT Specialist
View Factsheet
EMERGING MARKETS1.2%
12 / 114
15.6%
31 / 110
31.6%
42 / 105
82.9%
20 / 90
Utilico Emg Mkts
IT Global Emerging Markets Equities
View Factsheet
EMERGING MARKETS-2.9%
11 / 11
14.9%
7 / 10
22%
8 / 10
59.9%
4 / 9
Aberdeen Estrn Eurpn Equty
UT Specialist
View Factsheet
EMERGING MARKETS-2.9%
98 / 114
12.7%
49 / 110
34%
37 / 105
25.4%
59 / 90
M&G Emerging Mkts Bd
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-0.4%
2 / 13
6.7%
7 / 12
39.2%
1 / 11
52.9%
1 / 8
Stan Life Inv EmMktDt
UT Global Emerging Markets Bond
View Factsheet
EMERGING MARKETS-0.4%
1 / 13
4%
11 / 12
35.8%
4 / 11
46.3%
2 / 8
TR European Gth Tst PLC
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-7.1%
4 / 4
61.3%
1 / 4
140.8%
1 / 4
296.7%
1 / 4
Jupiter European Opps
IT Europe
View Factsheet
EUROPEAN EQUITIES1.6%
1 / 8
38.7%
1 / 8
65.2%
1 / 8
123.9%
5 / 8
European Assets Trust
IT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-2.3%
1 / 4
36%
3 / 4
61.6%
4 / 4
177.4%
3 / 4
JP Morgan European IT Inc
IT Europe
View Factsheet
EUROPEAN EQUITIES0.6%
3 / 8
35.5%
3 / 8
56%
5 / 8
138.8%
3 / 8
Hndrsn Erpn Fcs Tst
IT Europe
View Factsheet
EUROPEAN EQUITIES-3.1%
8 / 8
34.1%
4 / 8
54.4%
6 / 8
159.9%
1 / 8
Lazard European Sm Cos
UT European Smaller Companies
View Factsheet
EUROPEAN EQUITIES-2.2%
5 / 12
31.9%
6 / 12
86.6%
3 / 11
171.7%
5 / 11
Marlborough Eurpn Multi-Cap
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-3.7%
101 / 101
27.9%
15 / 96
105.9%
1 / 86
158.7%
2 / 78
BlackRock Cont Eurpn Inc
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-0.4%
20 / 101
25.9%
30 / 96
54.8%
24 / 86
121.6%
15 / 78
FP CRUX Eurpn Spl Sits
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-1.8%
84 / 101
25.6%
35 / 96
67.5%
7 / 86
124.8%
11 / 78
Man GLG Con Er Gth
UT Europe Excluding UK
View Factsheet
EUROPEAN EQUITIES-2.4%
96 / 101
25.6%
36 / 96
94%
2 / 86
172.4%
1 / 78
TwentyfourSelctMnthlyIncFd 1P
IT Debt
View Factsheet
GLOBAL BONDS1.3%
6 / 28
23.4%
2 / 24
24.1%
6 / 14
-
-
GAM StarCreditOpps$
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0.4%
19 / 339
13.4%
5 / 298
24.9%
6 / 240
62.7%
3 / 175
Schroder ISFGbHiIYd
FO Fixed Int - Global High Yield
View Factsheet
GLOBAL BONDS-0.7%
74 / 97
9.6%
16 / 82
16.5%
10 / 64
35.5%
6 / 45
Marlborough Global Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS-0.2%
52 / 70
4.7%
16 / 63
23.2%
11 / 54
34.1%
6 / 49
Schroder ISF GbInfLkdBd
FO Fixed Int - Global
View Factsheet
GLOBAL BONDS0%
-
0.8%
-
8.6%
-
11.4%
-
M&G Global Macro Bond
UT Global Bonds
View Factsheet
GLOBAL BONDS0%
33 / 70
-1.1%
54 / 63
22.8%
13 / 54
31.3%
11 / 49
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME2.8%
8 / 23
30.5%
8 / 23
62%
9 / 23
129.2%
9 / 23
Scottish Am Inv Co PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME0.2%
5 / 8
22.3%
3 / 8
68.6%
3 / 8
105.8%
4 / 8
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.4%
7 / 8
17.6%
5 / 8
54.4%
5 / 8
122.5%
3 / 8
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2.7%
8 / 8
16.3%
7 / 8
33.6%
6 / 8
57.6%
8 / 8
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.5%
31 / 51
15.3%
15 / 48
45%
13 / 35
126.2%
1 / 28
M&G Global Dividend
UT Global
View Factsheet
GLOBAL EQUITY INCOME0.4%
128 / 268
14.8%
166 / 249
38.2%
157 / 225
86.8%
126 / 201
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME1.2%
4 / 51
14.4%
20 / 48
51.4%
2 / 35
106.7%
4 / 28
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.7%
34 / 51
12.3%
35 / 48
45.6%
10 / 35
97.1%
9 / 28
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.2%
24 / 51
11.3%
39 / 48
44.6%
16 / 35
106.6%
5 / 28
Newton Gbl Inc
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.3%
25 / 51
11%
40 / 48
52.4%
1 / 35
96.9%
10 / 28
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME-0.6%
376 / 505
9.2%
414 / 484
38.3%
71 / 384
97.6%
46 / 290
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH4.4%
4 / 23
46.3%
3 / 23
86.6%
4 / 23
261.9%
1 / 23
Monks IT PLC
IT Global
View Factsheet
GLOBAL GROWTH5.1%
3 / 23
44.5%
4 / 23
101.4%
3 / 23
167.7%
4 / 23
Lindsell Train Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH2.2%
29 / 505
28.1%
22 / 484
86.7%
1 / 384
171.8%
2 / 290
Fundsmith Equity
UT Global
View Factsheet
GLOBAL GROWTH2.8%
10 / 268
27.5%
6 / 249
85.4%
1 / 225
183.3%
2 / 201
Wtn IT plc
IT Global
View Factsheet
GLOBAL GROWTH0.4%
15 / 23
26.4%
11 / 23
52%
13 / 23
149.2%
6 / 23
Rathbone Global Opp
UT Global
View Factsheet
GLOBAL GROWTH3.3%
5 / 268
24.3%
17 / 249
66.4%
8 / 225
136.7%
18 / 201
Foreign & Colonial Inv Tst
IT Global
View Factsheet
GLOBAL GROWTH1.4%
10 / 23
24%
12 / 23
61.5%
10 / 23
131.6%
8 / 23
T. Rowe Price GblFcsGrEq
FO Equity - International
View Factsheet
GLOBAL GROWTH3.4%
10 / 505
23.7%
79 / 484
72.4%
2 / 384
168.4%
3 / 290
Artemis Global Growth
UT Global
View Factsheet
GLOBAL GROWTH1.8%
27 / 268
23.4%
22 / 249
59.9%
22 / 225
144.1%
10 / 201
Henderson Global Growth
UT Global
View Factsheet
GLOBAL GROWTH-0.3%
206 / 268
22%
30 / 249
62.1%
15 / 225
154.4%
4 / 201
Old Mutual Global Equity
UT Global
View Factsheet
GLOBAL GROWTH1.3%
46 / 268
21.6%
31 / 249
67.6%
6 / 225
178.9%
3 / 201
Fidelity Global Special Sit
UT Global
View Factsheet
GLOBAL GROWTH2.7%
11 / 268
21.6%
33 / 249
68.6%
4 / 225
153.4%
5 / 201
Mid Wynd Intl IT PLC
IT Global
View Factsheet
GLOBAL GROWTH2.4%
9 / 23
21.4%
14 / 23
70.8%
7 / 23
127.6%
11 / 23
Ardevora Global Equity
FO Equity - International
View Factsheet
GLOBAL GROWTH1.8%
46 / 505
20.1%
166 / 484
63.6%
8 / 384
149.2%
5 / 290
Fidelity Gbl Csmr Inds
FO Equity - Other Specialist
View Factsheet
GLOBAL GROWTH1.8%
-
19.8%
-
59%
-
116.5%
-
Stewart Investors WW Sust
UT Global
View Factsheet
GLOBAL GROWTH-0.2%
196 / 268
18.1%
78 / 249
55.9%
32 / 225
108.7%
59 / 201
F&C Gbl Sm Cos
IT Global
View Factsheet
GLOBAL GROWTH-0.3%
18 / 23
17.1%
17 / 23
55.5%
12 / 23
134.1%
7 / 23
Trojan Global Equity
UT Global
View Factsheet
GLOBAL GROWTH0.9%
77 / 268
16.4%
112 / 249
52.5%
47 / 225
98.2%
96 / 201
The Scottish Inv Tst PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.7%
19 / 23
15.2%
20 / 23
47.9%
15 / 23
102.5%
19 / 23
Schroder MM International
UT Global
View Factsheet
GLOBAL GROWTH0.1%
172 / 268
12%
213 / 249
47.1%
85 / 225
115.9%
41 / 201
JOHCM Gbl Opps
FO Equity - International
View Factsheet
GLOBAL GROWTH0.7%
157 / 505
9.3%
412 / 484
56.6%
17 / 384
118%
21 / 290
Newton Glob Opps
UT Global
View Factsheet
GLOBAL GROWTH0.3%
145 / 268
8.3%
238 / 249
46.4%
94 / 225
102%
77 / 201
Baillie Gifford Jap Tst PLC
IT Japan Equities
View Factsheet
JAPANESE EQUITIES7.2%
3 / 5
42.8%
1 / 5
117.9%
1 / 4
312.9%
1 / 4
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES5.5%
4 / 4
40.5%
2 / 4
173.1%
1 / 4
340.9%
1 / 4
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES3.3%
17 / 46
26.3%
5 / 44
156.8%
1 / 40
310.7%
1 / 35
Lindsell Train Japnse Eq
FO Equity - Japan
View Factsheet
JAPANESE EQUITIES1.5%
87 / 111
24.1%
56 / 109
106.3%
1 / 94
154.6%
14 / 81
M&G Japan Smaller Cos
UT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES1.5%
3 / 3
22%
3 / 3
99.6%
3 / 3
207.7%
2 / 3
AXA Framlington Japan
UT Japan
View Factsheet
JAPANESE EQUITIES4.1%
11 / 46
21.5%
8 / 44
95.9%
3 / 40
178.4%
2 / 35
JPM Japan
UT Japan
View Factsheet
JAPANESE EQUITIES6.8%
1 / 46
21.3%
9 / 44
96.1%
2 / 40
174%
3 / 35
CF Morant Wright Nippon Yield
UT Japan
View Factsheet
JAPANESE EQUITIES1.3%
40 / 46
17.2%
20 / 44
84.2%
6 / 40
141.5%
8 / 35
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK-4.2%
24 / 24
27.7%
2 / 24
22.6%
13 / 24
62.3%
18 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK2.3%
4 / 288
23.2%
2 / 277
50.7%
2 / 239
111.7%
1 / 218
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1%
250 / 268
17.6%
24 / 240
42.1%
21 / 207
95.9%
12 / 179
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.1%
90 / 268
16.7%
35 / 240
47.8%
5 / 207
105.4%
4 / 179
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK2.1%
4 / 268
16.1%
48 / 240
41.7%
24 / 207
91.6%
18 / 179
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0%
105 / 288
14.1%
69 / 277
38.1%
19 / 239
86.5%
5 / 218
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1%
23 / 288
14%
72 / 277
31.6%
66 / 239
81.8%
11 / 218
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.5%
48 / 288
12.6%
118 / 277
35.2%
29 / 239
66.4%
49 / 218
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-1.9%
27 / 28
11.3%
10 / 28
26.1%
13 / 25
71.5%
3 / 23
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.6%
11 / 14
7.8%
9 / 14
44.2%
5 / 13
89.5%
3 / 13
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-2%
287 / 288
4.2%
269 / 277
16.7%
227 / 239
45.3%
178 / 218
Royal London Sus Div Trst
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK1.1%
4 / 206
15.4%
2 / 200
33.5%
3 / 175
66.2%
3 / 152
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK-2.2%
13 / 14
13.9%
7 / 14
46%
4 / 13
95.8%
2 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - LOWER RISK-0.6%
14 / 28
12.8%
6 / 28
32.8%
4 / 25
69.8%
4 / 23
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
View Factsheet
MIXED ASSET - LOWER RISK1.4%
1 / 109
9.4%
13 / 102
10.7%
27 / 82
28%
13 / 56
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20-60% Shares
View Factsheet
MIXED ASSET - LOWER RISK-1%
191 / 206
9.3%
66 / 200
21.4%
70 / 175
55.9%
12 / 152
Capital Gearing Trust plc
IT Flexible Investment
View Factsheet
MIXED ASSET - LOWER RISK0.5%
7 / 14
7.3%
10 / 14
22.2%
10 / 13
19%
13 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0-35% Shares
View Factsheet
MIXED ASSET - LOWER RISK-0.5%
72 / 90
6.2%
33 / 83
17.4%
14 / 57
35.7%
7 / 50
Newton Real Return
UT Targeted Absolute Return
View Factsheet
MIXED ASSET - LOWER RISK-0.1%
44 / 78
2.2%
46 / 73
8.2%
30 / 61
19.2%
23 / 50
TR Property IT plc
IT Property - Securities
View Factsheet
PROPERTY0.9%
1 / 1
35.8%
1 / 1
54.7%
1 / 1
179.4%
1 / 1
Picton Prop Inc Ltd
IT Property - Direct UK
View Factsheet
PROPERTY3.4%
1 / 13
18.4%
1 / 11
52.1%
1 / 8
194.4%
1 / 6
F&C Commercial Property
IT Property - Direct UK
View Factsheet
PROPERTY-2.1%
13 / 13
10.9%
8 / 11
26.1%
5 / 8
76.2%
5 / 6
L&G UK Property
UT Property
View Factsheet
PROPERTY0.6%
24 / 53
9.3%
15 / 53
21.8%
24 / 51
46.5%
20 / 41
Fidelity Global Property
UT Property
View Factsheet
PROPERTY0.4%
39 / 53
7.9%
18 / 53
34.8%
8 / 51
73.3%
6 / 41
Kames Property Income
UT Property
View Factsheet
PROPERTY0.6%
20 / 53
7.2%
22 / 53
21.8%
23 / 51
-
-
Syncona Limited
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-4%
3 / 6
45.6%
1 / 5
64.5%
1 / 5
96.8%
4 / 5
Polar Cap Tech Tst PLC
IT Tech Media & Telecomm
View Factsheet
SPECIALIST6.3%
1 / 2
45%
2 / 2
118.2%
1 / 2
231.4%
2 / 2
Fidelity Gbl Tech
FO Equity - Tech Media & Telecom
View Factsheet
SPECIALIST5%
-
29.6%
-
111.7%
-
240.8%
-
Impax Envt Mkts O10P
IT Environmental
View Factsheet
SPECIALIST2%
1 / 3
24.5%
1 / 3
78%
1 / 2
171.2%
1 / 2
Jupiter Int Financials
UT Specialist
View Factsheet
SPECIALIST-1%
70 / 114
24.3%
6 / 110
50.8%
12 / 105
114.8%
10 / 90
F&C Overseas Eq Lkd UK Infln
UT Specialist
View Factsheet
SPECIALIST-0.1%
45 / 114
24%
8 / 110
60.7%
4 / 105
165.8%
2 / 90
Wldwide Hlthcare Tst PLC
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-4.4%
4 / 6
20.6%
2 / 5
56.5%
3 / 5
219.7%
1 / 5
BlackRock World Mining IT
IT Commodities & Nat Resources
View Factsheet
SPECIALIST-2.7%
7 / 9
20%
3 / 9
31%
3 / 9
-7.9%
1 / 7
Pictet Water
FO Commodity & Energy
View Factsheet
SPECIALIST1.1%
-
15.5%
-
53.8%
-
113.9%
-
BluefieldSolar Inc Fd Ltd
IT Infrastructure - Renewable Energy
View Factsheet
SPECIALIST-1.7%
3 / 7
14.6%
1 / 6
31%
1 / 6
-
-
Sarasin Food & Agri Opp
UT Specialist
View Factsheet
SPECIALIST-2.3%
92 / 114
12.7%
48 / 110
41.7%
23 / 105
66%
27 / 90
Polar Capital GblInsnrc
FO Equity - Financial
View Factsheet
SPECIALIST0.2%
4 / 11
12.5%
9 / 11
70.4%
1 / 11
149.2%
1 / 10
Pnthn Intl Plc
IT Private Equity
View Factsheet
SPECIALIST-5%
22 / 23
12.3%
18 / 23
46.2%
14 / 22
115.4%
10 / 22
NBPvtEqPtnrsLtd
IT Private Equity
View Factsheet
SPECIALIST-0.4%
13 / 23
11.5%
19 / 23
55.2%
12 / 22
152.9%
4 / 22
Intl Biotechnology Trust
IT Biotechnology & Healthcare
View Factsheet
SPECIALIST-6.3%
5 / 6
10.8%
3 / 5
58.1%
2 / 5
218.2%
2 / 5
Polar Capital Healthcare Opp
FO Equity - Pharma Health & Biotech
View Factsheet
SPECIALIST-3.8%
15 / 30
9.8%
15 / 29
38.2%
4 / 26
181.4%
1 / 22
Intl Public Prtnrship Ltd
IT Infrastructure
View Factsheet
SPECIALIST-2.6%
2 / 7
6.5%
1 / 7
33.7%
2 / 6
60.9%
2 / 6
AXA Framlington Biotech
UT Specialist
View Factsheet
SPECIALIST-8.7%
113 / 114
4.4%
84 / 110
24%
60 / 105
185%
1 / 90
Investec Global Gold
UT Specialist
View Factsheet
SPECIALIST-3.8%
99 / 114
-4.1%
105 / 110
41.2%
24 / 105
-25.5%
83 / 90
Royal London Stg ExYdBd
FO Fixed Int - GBP
View Factsheet
STERLING BONDS0.5%
3 / 16
15.4%
2 / 17
27%
1 / 12
59.5%
1 / 11
GAM Star Crd Opp GBP
FO Fixed Int - GBP Investment Grade
View Factsheet
STERLING BONDS0.9%
1 / 17
13.9%
1 / 17
31.9%
1 / 16
74.6%
1 / 16
Schroder Hi Yield Opps
UT Sterling High Yield
View Factsheet
STERLING BONDS-0.4%
15 / 23
10.8%
3 / 23
26.6%
1 / 23
48.8%
1 / 21
Artemis High Income
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS-0.1%
41 / 85
10.3%
3 / 83
18.8%
7 / 75
47.3%
2 / 66
Rathbone Ethical Bond
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS0.5%
2 / 97
10.2%
1 / 95
20.2%
12 / 86
40.6%
5 / 75
Baillie Gifford Corp Bd
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
7 / 85
10%
4 / 83
17.9%
11 / 75
35%
9 / 66
Invesco Perp Mthly Inc Plus
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0%
30 / 85
9.8%
6 / 83
15.8%
19 / 75
37.6%
8 / 66
AXA Framlington Mgd Inc
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.1%
23 / 85
8.9%
10 / 83
19.2%
6 / 75
47.1%
3 / 66
JPM Sterling Corp Bd
UT Sterling Corporate Bond
View Factsheet
STERLING BONDS-0.2%
60 / 97
5.2%
58 / 95
16.1%
35 / 86
29%
28 / 75
Jupiter Strategic Bond
UT Sterling Strategic Bond
View Factsheet
STERLING BONDS0.3%
8 / 85
4.7%
52 / 83
13.5%
37 / 75
28.3%
23 / 66
MI Chelverton UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.1%
28 / 98
25.5%
2 / 93
50.8%
1 / 85
123.3%
1 / 79
Montanaro UK Income
FO Equity - UK
View Factsheet
UK EQUITY INCOME-2.6%
70 / 79
24.1%
6 / 74
51%
6 / 64
111.8%
3 / 49
Finsbury Growth & Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-0.1%
7 / 24
23.5%
4 / 24
54%
2 / 24
124.5%
2 / 24
TB Evenlode Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-0.2%
32 / 280
16.4%
89 / 274
44.3%
34 / 258
101.6%
30 / 245
The Divrs Inc Tst PLC
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.6%
3 / 24
14.9%
9 / 24
41.2%
4 / 24
111.7%
3 / 24
Franklin UK Equity Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.5%
49 / 98
13.8%
35 / 93
34%
6 / 85
83.2%
17 / 79
Slater Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.5%
84 / 98
13.8%
36 / 93
26.6%
39 / 85
91.8%
10 / 79
The CtyofLdn IT
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.4%
11 / 24
13.6%
11 / 24
24.9%
11 / 24
70.4%
12 / 24
Henderson Global Care UK Inc
UT UK All Companies
View Factsheet
UK EQUITY INCOME-1.6%
176 / 280
13.4%
185 / 274
28.8%
108 / 258
87.4%
62 / 245
Threadneedle UK Eq Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.8%
88 / 98
13%
44 / 93
29%
25 / 85
83.6%
14 / 79
Royal London UK Equity Inc
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.4%
47 / 98
12.6%
51 / 93
30.6%
19 / 85
96%
6 / 79
Lowland Investment Company
IT UK Equity Income
View Factsheet
UK EQUITY INCOME0.4%
4 / 24
11.4%
17 / 24
28.2%
10 / 24
84.9%
6 / 24
Rathbone Income
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.9%
68 / 98
11.2%
61 / 93
28.4%
30 / 85
75%
27 / 79
Jupiter Income Trust
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.4%
48 / 98
10.2%
71 / 93
31.2%
13 / 85
76.8%
21 / 79
Schroder Income Maximiser
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.9%
71 / 98
9.7%
77 / 93
20.2%
73 / 85
62.3%
57 / 79
Troy Income & Growth Trust plc
IT UK Equity Income
View Factsheet
UK EQUITY INCOME-1.9%
14 / 24
9.6%
20 / 24
28.5%
8 / 24
68.8%
16 / 24
Invesco Perp Income
UT UK All Companies
View Factsheet
UK EQUITY INCOME-1.9%
215 / 280
6.6%
267 / 274
17.2%
244 / 258
66.3%
133 / 245
Fidelity Moneybuilder Div
UT UK Equity Income
View Factsheet
UK EQUITY INCOME-2.9%
92 / 98
5.4%
90 / 93
19.2%
77 / 85
61.6%
58 / 79
Old Mutual UK Dynmc Eq
FO Equity - UK
View Factsheet
UK GROWTH-0.6%
12 / 79
34%
2 / 74
83.3%
2 / 64
176.7%
2 / 49
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH0.1%
17 / 280
33.1%
7 / 274
69.8%
6 / 258
126.1%
8 / 245
Old Mutual UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-0%
26 / 280
30%
10 / 274
78.3%
4 / 258
167.2%
1 / 245
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH-0.1%
28 / 280
29.8%
11 / 274
77.6%
5 / 258
147.5%
3 / 245
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH1.5%
4 / 15
28.8%
5 / 15
59.1%
3 / 14
135.7%
4 / 13
Slater Growth
UT UK All Companies
View Factsheet
UK GROWTH0.7%
7 / 280
28.2%
14 / 274
46.3%
27 / 258
122.2%
10 / 245
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH-0.7%
54 / 280
27%
16 / 274
56.3%
10 / 258
-
-
CF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH-0%
25 / 280
22%
34 / 274
51%
15 / 258
121.2%
11 / 245
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH-1.6%
184 / 280
20.2%
46 / 274
48.2%
20 / 258
120.7%
12 / 245
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH1.1%
3 / 280
20%
48 / 274
40%
51 / 258
107.5%
20 / 245
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH-1.6%
178 / 280
19.4%
55 / 274
39.8%
52 / 258
117%
14 / 245
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-1.6%
179 / 280
17%
83 / 274
52.2%
12 / 258
111.5%
17 / 245
Liontrust UK Growth
UT UK All Companies
View Factsheet
UK GROWTH-1.5%
143 / 280
16%
95 / 274
44%
35 / 258
80.4%
77 / 245
Fidelity Special Values PLC
IT UK All Companies
View Factsheet
UK GROWTH-0.9%
9 / 15
15.6%
8 / 15
54.4%
4 / 14
139.3%
3 / 13
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH0.5%
12 / 280
15.2%
104 / 274
37.8%
63 / 258
88.1%
60 / 245
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-0.4%
6 / 15
15.2%
9 / 15
34%
6 / 14
101.5%
7 / 13
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH1.2%
3 / 79
13.8%
32 / 74
46.8%
9 / 64
105.5%
5 / 49
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH-1%
71 / 114
6.4%
80 / 110
26%
54 / 105
63.3%
28 / 90
Old Mutual UK SmCos Fcus
FO Equity - UK
View Factsheet
UK SMALL COMPANIES-2.2%
-
56.3%
-
127.9%
-
236.2%
-
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES0.6%
9 / 19
47.3%
3 / 17
83%
3 / 15
162%
5 / 15
Hndrsn SmCos IT
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES2.7%
3 / 19
38.1%
6 / 17
70.2%
7 / 15
174.4%
2 / 15
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.5%
25 / 51
35.2%
8 / 49
77.1%
8 / 48
151.1%
13 / 45
TB Amati UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.5%
13 / 51
34.9%
9 / 49
95.6%
1 / 48
162.9%
4 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.7%
16 / 51
31.9%
17 / 49
72.6%
12 / 48
124%
24 / 45
Liontrust UK Sm Cos
UT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-0.6%
15 / 51
29.8%
25 / 49
76.7%
9 / 48
141.2%
17 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.4%
14 / 19
28.2%
12 / 17
79.8%
4 / 15
163.2%
4 / 15
Strategic Equity Capital plc
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-1.8%
15 / 19
21.4%
13 / 17
27.2%
13 / 15
158.4%
6 / 15
MitonUKMicCapTst
IT UK Smaller Companies
View Factsheet
UK SMALL COMPANIES-2.9%
17 / 19
17.4%
15 / 17
-
-
-
-
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES3.2%
1 / 3
21.9%
1 / 3
75%
1 / 3
193.6%
1 / 3
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES2.8%
8 / 88
19.4%
10 / 84
70.6%
5 / 77
195.7%
1 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-0.1%
3 / 8
16.1%
2 / 7
76.2%
1 / 7
-
-
VT De Lisle America
UT North America
View Factsheet
US EQUITIES-1.5%
87 / 88
15.8%
23 / 84
78.1%
4 / 77
174.3%
2 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES0.1%
4 / 6
11.3%
3 / 6
62.1%
1 / 5
124.6%
2 / 5
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES0.4%
67 / 88
11.2%
64 / 84
53.6%
42 / 77
150.4%
14 / 64
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES0.8%
60 / 88
8.7%
74 / 84
63%
11 / 77
157%
7 / 64
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-2%
5 / 6
7.6%
4 / 6
8.6%
5 / 5
27.5%
5 / 5
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES1.3%
4 / 44
5.5%
36 / 39
55.6%
3 / 30
139%
3 / 27
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES-1%
85 / 88
1.5%
84 / 84
46.9%
64 / 77
147%
24 / 64
Data provided by

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