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	2.6% 2 / 7	41.6% 2 / 7	112.7% 1 / 7	207.9% 1 / 7
Henderson China Oppos UT China/Greater China View Factsheet	ASIA EQUITIES	3.5% 7 / 12	36.9% 2 / 11	86.6% 2 / 11	142.6% 2 / 10
Hermes AsexJap Eq FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	4.2% 48 / 182	34.8% 5 / 179	86.5% 1 / 158	- -
Baring Eastern Trust UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	3.9% 5 / 63	31.1% 9 / 63	76.1% 4 / 57	105.2% 4 / 49
Jupiter India UT Specialist View Factsheet	ASIA EQUITIES	0.9% 30 / 109	27.1% 4 / 106	105.7% 1 / 100	155.5% 2 / 84
Fd Asn Valu PLC IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-4.1% 15 / 15	26.5% 8 / 15	79.7% 2 / 15	137.6% 1 / 15
Schroder ISFAsnTR FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	4.6% -	25.1% -	31.8% -	66.5% -
Aberdeen New Ind IT PLC IT Country Specialists Asia Pacific View Factsheet	ASIA EQUITIES	0.1% 4 / 7	24.3% 5 / 7	87.2% 4 / 7	129.7% 4 / 7
Fidelity Emerging Asia UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	2% 29 / 63	24% 30 / 63	73.2% 7 / 57	100.4% 8 / 49
Scot Oriental SmCo IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-2.5% 14 / 15	23.6% 11 / 15	29.9% 13 / 15	77.1% 10 / 15
Veritas Asian FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	1.4% -	23.3% -	77.7% -	129.3% -
Schroder Oriental Inc IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-0.1% 11 / 15	21.5% 12 / 15	51.7% 9 / 15	93.2% 7 / 15
Baillie Gifford Devd Asia Pac UT Asia Pacific Including Japan View Factsheet	ASIA EQUITIES	-1.3% 6 / 7	18.7% 4 / 7	66.2% 1 / 6	97.8% 3 / 6
Jupiter Asian Inc UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	-0.7% 58 / 63	14.9% 59 / 63	- -	- -
Pacific Assets Trust plc IT Asia Pacific excluding Japan Equities View Factsheet	ASIA EQUITIES	-1.7% 13 / 15	13.1% 15 / 15	52.9% 8 / 15	117.7% 4 / 15
JOHCM AsiaexJapSmandMdCap FO Equity - Asia Pacific ex Japan View Factsheet	ASIA EQUITIES	2.8% 87 / 182	11.7% 151 / 179	61.9% 7 / 158	110.1% 5 / 126
Stewart Investors AsPcLd UT Asia Pacific Excluding Japan View Factsheet	ASIA EQUITIES	-0% 54 / 63	10.9% 62 / 63	49.9% 27 / 57	79.1% 26 / 49
Hermes Gbl Emrg Mkts FO Equity - Emerging Markets View Factsheet	EMERGING MARKETS	2.3% 186 / 284	33.9% 2 / 272	69.6% 1 / 224	97.4% 2 / 172
BlackRock Emg Eur Plc IT European Emerging Markets View Factsheet	EMERGING MARKETS	1.8% 1 / 2	33.6% 2 / 2	33.2% 1 / 2	39.8% 1 / 2
Invesco Perp Gbl Emg Mkts UT Global Emerging Markets View Factsheet	EMERGING MARKETS	3.6% 18 / 59	27.2% 18 / 57	51.2% 11 / 50	83.7% 2 / 40
Neptune Latin America UT Specialist View Factsheet	EMERGING MARKETS	8.6% 1 / 109	26% 7 / 106	23.8% 48 / 100	17.8% 58 / 84
Templeton EmegMkts SmlCos FO Equity - Emerging Markets View Factsheet	EMERGING MARKETS	-0.2% -	23.4% -	62.2% -	105.2% -
BlkRck Frontiers Inv Trst IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	-1.5% 10 / 11	23.3% 4 / 10	37.3% 2 / 10	136.7% 1 / 9
Aberdeen Latin American Eq UT Specialist View Factsheet	EMERGING MARKETS	5.9% 5 / 109	20% 16 / 106	23% 51 / 100	16.9% 59 / 84
Utilico Emg Mkts IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	1.2% 4 / 11	19.3% 5 / 10	35.2% 4 / 10	63.9% 3 / 9
Aberdeen Estrn Eurpn Equty UT Specialist View Factsheet	EMERGING MARKETS	2% 16 / 109	18.3% 21 / 106	25.3% 44 / 100	31.6% 48 / 84
Schroder Small Cap Discovery UT Specialist View Factsheet	EMERGING MARKETS	0.2% 49 / 109	18.2% 23 / 106	41.2% 22 / 100	89.4% 17 / 84
JPM GblEM Inc Tst plc IT Global Emerging Markets Equities View Factsheet	EMERGING MARKETS	-1.7% 11 / 11	14% 8 / 10	18.1% 8 / 10	39.4% 7 / 9
M&G Emerging Mkts Bd UT Global Emerging Markets Bond View Factsheet	EMERGING MARKETS	-1.8% 11 / 13	9.6% 1 / 12	49.6% 1 / 11	53.9% 1 / 6
Stan Life Inv EmMktDt UT Global Emerging Markets Bond View Factsheet	EMERGING MARKETS	-2.2% 13 / 13	5.9% 9 / 12	44.7% 3 / 11	- -
TR European Gth Tst PLC IT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	-0.6% 3 / 4	69% 1 / 4	105.9% 1 / 4	311.4% 1 / 4
Hndrsn Erpn Fcs Tst IT Europe View Factsheet	EUROPEAN EQUITIES	1.3% 1 / 8	45.3% 1 / 8	60% 2 / 8	197% 1 / 8
Marlborough Eurpn Multi-Cap UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	0.3% 16 / 103	44.7% 2 / 97	94.9% 2 / 86	172.2% 2 / 78
European Assets Trust IT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	- 2 / 4	35.8% 4 / 4	66.2% 3 / 4	209.9% 3 / 4
JP Morgan European IT Inc IT Europe View Factsheet	EUROPEAN EQUITIES	-3.5% 8 / 8	34.3% 5 / 8	48% 6 / 8	148.7% 4 / 8
Lazard European Sm Cos UT European Smaller Companies View Factsheet	EUROPEAN EQUITIES	- 7 / 12	28.2% 9 / 12	78.5% 5 / 11	171.4% 5 / 11
Jupiter European Opps IT Europe View Factsheet	EUROPEAN EQUITIES	-0.6% 3 / 8	27.6% 7 / 8	63.2% 1 / 8	153.3% 3 / 8
Man GLG Con Er Gth UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	1.6% 3 / 103	26.4% 44 / 97	98% 1 / 86	195.2% 1 / 78
FP CRUX Eurpn Spl Sits UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	-1.5% 84 / 103	23.4% 69 / 97	63.7% 5 / 86	134.6% 10 / 78
BlackRock Cont Eurpn Inc UT Europe Excluding UK View Factsheet	EUROPEAN EQUITIES	-1.9% 98 / 103	18.5% 91 / 97	48.4% 35 / 86	128.9% 17 / 78
TwentyfourSelctMnthlyIncFd 1P IT Debt View Factsheet	GLOBAL BONDS	-0.8% 18 / 27	21.8% 4 / 24	17.1% 6 / 13	- -
GAM StarCreditOpps$ FO Fixed Int - Global View Factsheet	GLOBAL BONDS	0.9% 50 / 339	13.7% 5 / 305	21.6% 13 / 260	71.9% 3 / 187
Schroder ISFGbHiIYd FO Fixed Int - Global High Yield View Factsheet	GLOBAL BONDS	0.5% -	10.2% -	14.6% -	39.2% -
Marlborough Global Bond UT Global Bonds View Factsheet	GLOBAL BONDS	-0.6% 46 / 73	5.7% 16 / 66	27.8% 14 / 57	39.4% 4 / 44
M&G Global Macro Bond UT Global Bonds View Factsheet	GLOBAL BONDS	-1.4% 62 / 73	3.4% 27 / 66	33.2% 7 / 57	36.4% 9 / 44
Schroder ISF GbInfLkdBd FO Fixed Int - Global View Factsheet	GLOBAL BONDS	-0.8% -	-0.1% -	9.4% -	12.1% -
The Bnkrs IT IT Global View Factsheet	GLOBAL EQUITY INCOME	-1.1% 18 / 23	27.7% 12 / 23	51.7% 13 / 23	118.9% 13 / 23
Scottish Am Inv Co PLC IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	0.8% 2 / 8	25.5% 3 / 8	61.6% 2 / 8	106.3% 4 / 8
Murray Intl Tst PLC IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-0.8% 5 / 8	24.7% 4 / 8	35.8% 6 / 8	56.8% 8 / 8
M&G Global Dividend UT Global View Factsheet	GLOBAL EQUITY INCOME	-0% 91 / 256	22.1% 36 / 243	40.7% 152 / 222	80.7% 129 / 197
Invesco Perp Select GE plc IT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	0.1% 4 / 8	21.8% 6 / 8	49.5% 4 / 8	134.5% 2 / 8
Artemis Global Income UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	0.7% 6 / 49	21.4% 5 / 44	48.2% 15 / 35	126.4% 1 / 26
Schroder Global Equity Income UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	0.8% 4 / 49	20.9% 9 / 44	53.6% 8 / 35	97.9% 6 / 26
Sarasin Gbl Hhr Div UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-2.1% 42 / 49	12.2% 32 / 44	54.5% 5 / 35	93% 13 / 26
Guinness Gbl Eq Inc FO Equity - International View Factsheet	GLOBAL EQUITY INCOME	-2.4% 447 / 500	11.2% 339 / 472	45.8% 46 / 381	92.9% 41 / 293
Newton Gbl Inc UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-2% 40 / 49	10.6% 36 / 44	60.7% 1 / 35	93.3% 12 / 26
Fidelity Global Dividend UT Global Equity Income View Factsheet	GLOBAL EQUITY INCOME	-2.5% 48 / 49	10.1% 38 / 44	56.4% 3 / 35	103.9% 3 / 26
Monks IT PLC IT Global View Factsheet	GLOBAL GROWTH	-0.8% 17 / 23	52% 1 / 23	91.3% 4 / 23	129.7% 7 / 23
Sct Mtg IT PLC IT Global View Factsheet	GLOBAL GROWTH	-0.6% 14 / 23	43.3% 2 / 23	100.8% 2 / 23	231.2% 1 / 23
Wtn IT plc IT Global View Factsheet	GLOBAL GROWTH	0.7% 7 / 23	32.1% 9 / 23	56% 11 / 23	146.2% 4 / 23
Foreign & Colonial Inv Tst IT Global View Factsheet	GLOBAL GROWTH	0.3% 9 / 23	29.9% 10 / 23	69% 7 / 23	120% 12 / 23
T. Rowe Price GblFcsGrEq FO Equity - International View Factsheet	GLOBAL GROWTH	-0.1% 264 / 500	27.5% 15 / 472	82.4% 2 / 381	151.9% 2 / 293
Henderson Global Growth UT Global View Factsheet	GLOBAL GROWTH	0.5% 44 / 256	26.8% 16 / 243	82.5% 3 / 222	151.4% 4 / 197
F&C Gbl Sm Cos IT Global View Factsheet	GLOBAL GROWTH	-0.4% 11 / 23	25.7% 14 / 23	58.6% 10 / 23	134.2% 5 / 23
Fidelity Global Special Sit UT Global View Factsheet	GLOBAL GROWTH	-0.3% 122 / 256	25.3% 23 / 243	73.3% 6 / 222	142% 5 / 197
The Scottish Inv Tst PLC IT Global View Factsheet	GLOBAL GROWTH	-1.7% 21 / 23	24.2% 15 / 23	52.6% 12 / 23	95.2% 20 / 23
Old Mutual Global Equity UT Global View Factsheet	GLOBAL GROWTH	0.3% 65 / 256	23.9% 29 / 243	73.9% 5 / 222	167.9% 3 / 197
Artemis Global Growth UT Global View Factsheet	GLOBAL GROWTH	1.9% 5 / 256	22.4% 34 / 243	64.7% 20 / 222	140.8% 7 / 197
Rathbone Global Opp UT Global View Factsheet	GLOBAL GROWTH	-1% 208 / 256	20.4% 55 / 243	71.4% 8 / 222	122.6% 20 / 197
Fundsmith Equity UT Global View Factsheet	GLOBAL GROWTH	-1.1% 214 / 256	19.6% 72 / 243	101.3% 1 / 222	168.4% 2 / 197
Mid Wynd Intl IT PLC IT Global View Factsheet	GLOBAL GROWTH	1.6% 3 / 23	18.6% 20 / 23	71.6% 6 / 23	108.5% 14 / 23
Schroder MM International UT Global View Factsheet	GLOBAL GROWTH	- 86 / 256	17.7% 132 / 243	51.5% 83 / 222	115.6% 28 / 197
Fidelity Gbl Csmr Inds FO Equity - Other Specialist View Factsheet	GLOBAL GROWTH	-1.6% -	17.2% -	66.3% -	112.4% -
Stewart Investors WW Sust UT Global View Factsheet	GLOBAL GROWTH	-1.6% 243 / 256	16.2% 162 / 243	64.3% 22 / 222	- -
Ardevora Global Equity FO Equity - International View Factsheet	GLOBAL GROWTH	-1.2% 362 / 500	16.2% 201 / 472	62.7% 13 / 381	131.1% 5 / 293
Lindsell Train Global Equity FO Equity - International View Factsheet	GLOBAL GROWTH	-2.2% 440 / 500	14.7% 260 / 472	86.4% 1 / 381	153.3% 1 / 293
Trojan Global Equity UT Global View Factsheet	GLOBAL GROWTH	-0.6% 163 / 256	14.2% 204 / 243	65% 18 / 222	94% 88 / 197
JOHCM Gbl Opps FO Equity - International View Factsheet	GLOBAL GROWTH	-2.4% 443 / 500	10.4% 358 / 472	62.3% 15 / 381	114.4% 17 / 293
Newton Glob Opps UT Global View Factsheet	GLOBAL GROWTH	-1.6% 242 / 256	10% 228 / 243	56.3% 57 / 222	97.5% 78 / 197
Baillie Gifford Jap Tst PLC IT Japan Equities View Factsheet	JAPANESE EQUITIES	-2.1% 2 / 5	34.1% 1 / 5	90.7% 1 / 4	247.2% 1 / 4
M&G Japan Smaller Cos UT Japanese Smaller Companies View Factsheet	JAPANESE EQUITIES	0.8% 1 / 3	32.8% 1 / 3	93% 2 / 3	171.9% 2 / 3
CF Morant Wright Nippon Yield UT Japan View Factsheet	JAPANESE EQUITIES	-0.4% 5 / 47	26.5% 5 / 45	72.2% 7 / 40	116.6% 9 / 36
Baillie Giff Shin Nippon PLC IT Japanese Smaller Companies View Factsheet	JAPANESE EQUITIES	-2.4% 5 / 5	19.2% 4 / 5	113% 1 / 5	274.7% 1 / 5
Lindsell Train Japnse Eq FO Equity - Japan View Factsheet	JAPANESE EQUITIES	-1.6% -	14.5% -	94.5% -	138.7% -
AXA Framlington Japan UT Japan View Factsheet	JAPANESE EQUITIES	-1.5% 18 / 47	13.9% 39 / 45	74.4% 5 / 40	143.3% 3 / 36
JPM Japan UT Japan View Factsheet	JAPANESE EQUITIES	-2.8% 43 / 47	7.4% 44 / 45	81.6% 2 / 40	128.4% 7 / 36
Legg Mason IFJaEq UT Japan View Factsheet	JAPANESE EQUITIES	-3.4% 47 / 47	5.2% 45 / 45	129.5% 1 / 40	291.6% 1 / 36
TB Wise Income UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-1.7% 258 / 268	29.9% 1 / 245	41.3% 25 / 201	105.2% 5 / 171
Shires Income plc IT UK Equity Income View Factsheet	MIXED ASSET - HIGHER RISK	1.7% 2 / 24	26.9% 3 / 24	18.1% 15 / 24	72.7% 14 / 24
Premier MultiAsset Glbl Gth UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	0.3% 36 / 268	20.4% 18 / 245	50.9% 4 / 201	105.5% 4 / 171
Royal London Sus Wrld Trst UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-1% 219 / 280	17.2% 20 / 269	54.1% 2 / 239	103.4% 1 / 209
Premier MultiAsset Gth & Inc UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	0.1% 30 / 280	16.3% 37 / 269	39.9% 16 / 239	89.3% 4 / 209
RIT Capital Partners plc IT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	0.1% 8 / 16	14.1% 10 / 16	54.8% 3 / 14	68.6% 4 / 13
Threadneedle MthlyEx In UT UK Equity & Bond Income View Factsheet	MIXED ASSET - HIGHER RISK	-2.2% 27 / 28	13.5% 11 / 28	31.6% 5 / 25	78.1% 2 / 23
Henderson Inst Gbl Care Mgd UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-0.7% 158 / 280	12.4% 143 / 269	35.5% 36 / 239	77.6% 12 / 209
Jupiter Merlin Bal Pfl UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-1.1% 237 / 280	12.3% 149 / 269	38.1% 21 / 239	64.3% 51 / 209
Newton MA Gth UT Flexible Investment View Factsheet	MIXED ASSET - HIGHER RISK	-1.8% 260 / 268	7% 213 / 245	44% 15 / 201	83.8% 24 / 171
Fidelity Moneybuilder Bln UT Mixed Investment 40-85% Shares View Factsheet	MIXED ASSET - HIGHER RISK	-2.5% 280 / 280	5.3% 256 / 269	22.7% 199 / 239	47.6% 162 / 209
Seneca Gbl Inc & Gth Tst IT Flexible Investment View Factsheet	MIXED ASSET - LOWER RISK	-0.6% 13 / 16	23.6% 8 / 16	43.5% 7 / 14	108.8% 1 / 13
Jupiter Monthly Income UT UK Equity & Bond Income View Factsheet	MIXED ASSET - LOWER RISK	-0% 2 / 28	20% 1 / 28	33.5% 4 / 25	79.1% 1 / 23
Royal London Sus Div Trst UT Mixed Investment 20-60% Shares View Factsheet	MIXED ASSET - LOWER RISK	-0.8% 149 / 206	11.9% 30 / 197	35.6% 3 / 172	65.6% 4 / 147
Premier Mlt Ast Monthly Inc UT Mixed Investment 20-60% Shares View Factsheet	MIXED ASSET - LOWER RISK	-0.3% 68 / 206	11.7% 34 / 197	24.2% 52 / 172	62.5% 6 / 147
Capital Gearing Trust plc IT Flexible Investment View Factsheet	MIXED ASSET - LOWER RISK	-0.1% 9 / 16	10.1% 12 / 16	23.7% 10 / 14	29.1% 9 / 13
Fidelity Mlti Ast Inc UT Mixed Investment 0-35% Shares View Factsheet	MIXED ASSET - LOWER RISK	-0.9% 69 / 88	6.8% 21 / 81	20.6% 8 / 56	38.7% 3 / 44
Newton Real Return UT Targeted Absolute Return View Factsheet	MIXED ASSET - LOWER RISK	-1.8% 76 / 78	-3% 67 / 73	9.1% 28 / 59	18.1% 26 / 49
JPM Glbl Mac Bal FO Mixed Asset - Cautious View Factsheet	MIXED ASSET - LOWER RISK	0.9% 4 / 108	-3.8% 99 / 100	7.5% 47 / 78	17.3% 30 / 53
TR Property IT plc IT Property - Securities View Factsheet	PROPERTY	2% 1 / 1	27.1% 1 / 1	51.6% 1 / 1	165.2% 1 / 1
F&C Commercial Property IT Property - Direct UK View Factsheet	PROPERTY	-0.5% 6 / 12	22.6% 5 / 10	38% 5 / 6	76.3% 5 / 6
Kames Property Income UT Property View Factsheet	PROPERTY	0.5% 16 / 53	18.5% 4 / 54	22.9% 26 / 51	- -
L&G UK Property UT Property View Factsheet	PROPERTY	0.4% 25 / 53	12.3% 12 / 54	25.1% 23 / 51	43.6% 20 / 40
Fidelity Global Property UT Property View Factsheet	PROPERTY	-2.7% 46 / 53	2.2% 36 / 54	46.8% 3 / 51	71% 5 / 40
Polar Cap Tech Tst PLC IT Tech Media & Telecomm View Factsheet	SPECIALIST	0.6% 2 / 2	51% 1 / 2	118.3% 1 / 2	177.3% 2 / 2
NBPvtEqPtnrsLtd IT Private Equity View Factsheet	SPECIALIST	-5.5% 20 / 22	36.7% 11 / 22	84.7% 5 / 21	163.5% 6 / 21
Fidelity Gbl Tech FO Equity - Tech Media & Telecom View Factsheet	SPECIALIST	-0.4% -	34.4% -	117.2% -	204% -
BlackRock World Mining IT IT Commodities & Nat Resources View Factsheet	SPECIALIST	7.7% 3 / 9	32.9% 3 / 9	-10.1% 4 / 9	-15.5% 2 / 7
Pnthn Intl Plc IT Private Equity View Factsheet	SPECIALIST	-2.2% 18 / 22	32.7% 14 / 22	56.6% 12 / 21	144.5% 8 / 21
Syncona Limited IT Flexible Investment View Factsheet	SPECIALIST	13.9% 1 / 16	31.7% 5 / 16	54.6% 4 / 14	- -
Intl Biotechnology Trust IT Biotechnology & Healthcare View Factsheet	SPECIALIST	5.2% 2 / 5	29.6% 1 / 4	124.9% 1 / 4	216.3% 2 / 4
BluefieldSolar Inc Fd Ltd IT Infrastructure - Renewable Energy View Factsheet	SPECIALIST	-1.1% 5 / 6	26.8% 1 / 6	35.4% 2 / 6	- -
Jupiter Int Financials UT Specialist View Factsheet	SPECIALIST	0.9% 31 / 109	26.5% 6 / 106	55.6% 12 / 100	120.2% 9 / 84
Wldwide Hlthcare Tst PLC IT Biotechnology & Healthcare View Factsheet	SPECIALIST	2.3% 3 / 5	25.7% 2 / 4	97.2% 2 / 4	221.9% 1 / 4
Impax Envt Mkts O10P IT Environmental View Factsheet	SPECIALIST	1.4% 1 / 3	25.1% 1 / 3	68.1% 1 / 3	163.9% 1 / 3
F&C Overseas Eq Lkd UK Infln UT Specialist View Factsheet	SPECIALIST	-3.1% 101 / 109	22.5% 13 / 106	61.9% 6 / 100	152.9% 3 / 84
Polar Capital GblInsnrc FO Equity - Financial View Factsheet	SPECIALIST	-0.9% -	21.1% -	80.7% -	145.4% -
AXA Framlington Biotech UT Specialist View Factsheet	SPECIALIST	4.7% 8 / 109	16.4% 28 / 106	66.7% 4 / 100	178.3% 1 / 84
Pictet Water FO Commodity & Energy View Factsheet	SPECIALIST	-1.6% -	15.1% -	57.2% -	98.8% -
Sarasin Food & Agri Opp UT Specialist View Factsheet	SPECIALIST	-1.4% 86 / 109	14.3% 37 / 106	46% 20 / 100	61.1% 26 / 84
Polar Capital Healthcare Opp FO Equity - Pharma Health & Biotech View Factsheet	SPECIALIST	2.1% -	13.3% -	26.9% -	144.2% -
Intl Public Prtnrship Ltd IT Infrastructure View Factsheet	SPECIALIST	-0.2% 5 / 8	8.6% 3 / 8	40.4% 2 / 7	66% 4 / 7
Investec Global Gold UT Specialist View Factsheet	SPECIALIST	-1.6% 88 / 109	-26.3% 105 / 106	15.1% 66 / 100	-16% 77 / 84
Royal London Stg ExYdBd FO Fixed Int - GBP View Factsheet	STERLING BONDS	0.4% 1 / 18	15.1% 1 / 16	23.8% 2 / 15	68.3% 1 / 14
GAM Star Credit Opps £ FO Fixed Int - GBP Investment Grade View Factsheet	STERLING BONDS	0.6% 1 / 15	13.6% 1 / 14	29.3% 1 / 14	88.7% 1 / 14
AXA Framlington Mgd Inc UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.1% 43 / 85	11.2% 3 / 83	18.7% 17 / 74	56.3% 3 / 64
Schroder Hi Yield Opps UT Sterling High Yield View Factsheet	STERLING BONDS	0.2% 8 / 23	11.2% 2 / 23	22.7% 1 / 22	55.9% 1 / 21
Artemis High Income UT Sterling Strategic Bond View Factsheet	STERLING BONDS	0.1% 26 / 85	10.7% 4 / 83	16.4% 25 / 74	57.5% 2 / 64
Invesco Perp Mthly Inc Plus UT Sterling Strategic Bond View Factsheet	STERLING BONDS	0.2% 19 / 85	10.3% 5 / 83	15.3% 31 / 74	43.9% 6 / 64
Rathbone Ethical Bond UT Sterling Corporate Bond View Factsheet	STERLING BONDS	0% 7 / 97	9.1% 2 / 90	21.2% 22 / 84	49.6% 2 / 70
Baillie Gifford Corp Bd UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.4% 54 / 85	7.8% 13 / 83	19.4% 14 / 74	41.8% 8 / 64
Jupiter Strategic Bond UT Sterling Strategic Bond View Factsheet	STERLING BONDS	-0.6% 57 / 85	4.5% 37 / 83	12% 49 / 74	32.9% 23 / 64
JPM Sterling Corp Bd UT Sterling Corporate Bond View Factsheet	STERLING BONDS	-0.8% 63 / 97	3.1% 59 / 90	20.9% 28 / 84	32.9% 34 / 70
MI Chelverton UK Eq Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.1% 7 / 99	30.3% 1 / 95	39.6% 2 / 85	132.1% 1 / 80
Montanaro UK Income FO Equity - UK View Factsheet	UK EQUITY INCOME	-0.4% 10 / 65	25% 4 / 61	45.5% 3 / 52	110.2% 4 / 44
Lowland Investment Company IT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.1% 13 / 24	24.6% 4 / 24	17.8% 16 / 24	90.7% 7 / 24
The Divrs Inc Tst PLC IT UK Equity Income View Factsheet	UK EQUITY INCOME	0.8% 4 / 24	18.3% 13 / 24	34.7% 7 / 24	127.5% 3 / 24
MFM Slater Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.9% 66 / 99	18% 15 / 95	27.8% 35 / 85	93.7% 8 / 80
Threadneedle UK Eq Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.5% 82 / 99	16% 30 / 95	33.8% 10 / 85	88.1% 13 / 80
Finsbury Growth & Inc Tst PLC IT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.5% 19 / 24	15.6% 16 / 24	53.7% 2 / 24	124.7% 4 / 24
Schroder Income Maximiser UT UK Equity Income View Factsheet	UK EQUITY INCOME	-0.5% 15 / 99	15.4% 40 / 95	21.7% 71 / 85	70.9% 41 / 80
Royal London UK Equity Inc UT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.3% 79 / 99	15% 46 / 95	33.4% 12 / 85	98.6% 7 / 80
Rathbone Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.5% 85 / 99	14.6% 51 / 95	33.8% 11 / 85	85.6% 16 / 80
The CtyofLdn IT IT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.6% 20 / 24	13.2% 19 / 24	27.4% 10 / 24	71.9% 16 / 24
Jupiter Income Trust UT UK Equity Income View Factsheet	UK EQUITY INCOME	-2.2% 75 / 99	13.1% 68 / 95	32.8% 13 / 85	71.4% 39 / 80
Franklin UK Equity Income UT UK Equity Income View Factsheet	UK EQUITY INCOME	-1.4% 42 / 99	12.8% 70 / 95	34.9% 6 / 85	80.6% 18 / 80
Evenlode Income UT UK All Companies View Factsheet	UK EQUITY INCOME	-2.2% 252 / 282	12.5% 239 / 273	45.7% 18 / 258	99.7% 41 / 245
Henderson Global Care UK Inc UT UK All Companies View Factsheet	UK EQUITY INCOME	-1.7% 203 / 282	12.3% 241 / 273	33% 71 / 258	90.4% 59 / 245
Invesco Perp Income UT UK All Companies View Factsheet	UK EQUITY INCOME	-1.9% 234 / 282	10% 260 / 273	26.1% 125 / 258	67.3% 141 / 245
Fidelity Moneybuilder Div UT UK Equity Income View Factsheet	UK EQUITY INCOME	-3.1% 93 / 99	8.7% 86 / 95	25.6% 52 / 85	64.8% 52 / 80
Troy Income & Growth Trust plc IT UK Equity Income View Factsheet	UK EQUITY INCOME	-3.1% 24 / 24	7.4% 23 / 24	35.2% 6 / 24	68.9% 19 / 24
Old Mutual UK Dynmc Eq FO Equity - UK View Factsheet	UK GROWTH	-0.6% 14 / 65	38.9% 2 / 61	78.4% 2 / 52	183% 2 / 44
Old Mutual UK Mid Cap UT UK All Companies View Factsheet	UK GROWTH	-1.6% 198 / 282	38.7% 4 / 273	84.7% 2 / 258	178% 1 / 245
Fidelity Special Values PLC IT UK All Companies View Factsheet	UK GROWTH	3% 2 / 15	36.9% 2 / 15	52.4% 2 / 14	165.9% 2 / 13
CF Miton UK Val Opps UT UK All Companies View Factsheet	UK GROWTH	-1.3% 151 / 282	30.2% 10 / 273	50.3% 8 / 258	- -
Mrtl IT PLC IT UK All Companies View Factsheet	UK GROWTH	0.8% 3 / 15	28.5% 6 / 15	45.6% 4 / 14	128.6% 7 / 13
MFM Slater Growth UT UK All Companies View Factsheet	UK GROWTH	-0.5% 50 / 282	28.3% 17 / 273	47.6% 12 / 258	127.4% 8 / 245
Marlborough UK Multi-Cap Gth UT UK All Companies View Factsheet	UK GROWTH	-0.9% 79 / 282	24.7% 30 / 273	59.9% 4 / 258	116% 16 / 245
CFP SDLUKBftolgy UT UK All Companies View Factsheet	UK GROWTH	-2.1% 245 / 282	23.1% 39 / 273	58.2% 5 / 258	145.5% 6 / 245
AXA Framlington UK Mid Cap UT UK All Companies View Factsheet	UK GROWTH	-0.2% 29 / 282	20.3% 61 / 273	45.4% 20 / 258	127.5% 7 / 245
Franklin UK Mgrs Focus UT UK All Companies View Factsheet	UK GROWTH	-1.3% 134 / 282	19.6% 69 / 273	41.3% 30 / 258	124.6% 11 / 245
L&G UK Special Sits Trst UT UK All Companies View Factsheet	UK GROWTH	-1.8% 210 / 282	16.7% 117 / 273	51.4% 7 / 258	109.9% 25 / 245
CF Lindsell Train UK Equity UT UK All Companies View Factsheet	UK GROWTH	-2.6% 271 / 282	15.1% 175 / 273	51.6% 6 / 258	119.5% 13 / 245
Royal London Sus Ldrs Trst UT UK All Companies View Factsheet	UK GROWTH	-1.4% 157 / 282	15% 180 / 273	40.8% 33 / 258	102.6% 35 / 245
Invesco Perp Sel UK Eq plc IT UK All Companies View Factsheet	UK GROWTH	-2.6% 13 / 15	14.5% 12 / 15	33.5% 6 / 14	138.7% 5 / 13
Liontrust UK Growth UT UK All Companies View Factsheet	UK GROWTH	-2.2% 247 / 282	14% 209 / 273	41.4% 29 / 258	78% 94 / 245
JOHCM UK Opportunities UT UK All Companies View Factsheet	UK GROWTH	-2% 240 / 282	5.6% 271 / 273	26.6% 119 / 258	63% 164 / 245
Newton UK Opportnts UT UK All Companies View Factsheet	UK GROWTH	-3.3% 281 / 282	5% 272 / 273	37.1% 44 / 258	83.9% 74 / 245
Ardevora UK Equity FO Equity - UK View Factsheet	UK GROWTH	-1.5% 32 / 65	3.9% 60 / 61	37.1% 7 / 52	110.3% 3 / 44
Old Mutual UK SmCos Fcus FO Equity - UK View Factsheet	UK SMALL COMPANIES	1.7% -	73.5% -	112.1% -	234.2% -
BlkRck Throgmrtn TstPLC IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	0.6% 6 / 18	45.3% 4 / 17	66.2% 3 / 15	168.1% 6 / 15
Invesco Perp UK Sm Cos plc IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	6.9% 1 / 18	43.8% 5 / 17	78.6% 2 / 15	188.9% 2 / 15
Marlborough UK Micro Cap Gwth UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1.7% 3 / 49	39.4% 10 / 49	55.4% 18 / 47	151.6% 10 / 45
Hndrsn SmCos IT IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-0.6% 11 / 18	39.3% 6 / 17	61.5% 5 / 15	177.9% 4 / 15
Liontrust UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	1.1% 11 / 49	34.8% 22 / 49	64.4% 7 / 47	161.1% 6 / 45
TB Amati UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-0.2% 32 / 49	34.5% 23 / 49	69.2% 4 / 47	139.5% 19 / 45
Stan Life Inv UK Sm Cos UT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-3.4% 49 / 49	29.3% 34 / 49	57.1% 16 / 47	114.5% 29 / 45
MitonUKMicCapTst IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-4% 17 / 18	18.4% 15 / 17	- -	- -
Strategic Equity Capital plc IT UK Smaller Companies View Factsheet	UK SMALL COMPANIES	-1% 12 / 18	10.8% 16 / 17	44.4% 9 / 15	179.7% 3 / 15
JPMrgnUSSmC IT PLC 2.5P IT North American Smaller Companies View Factsheet	US EQUITIES	-5.8% 3 / 3	35% 1 / 3	89.9% 1 / 3	178.5% 1 / 3
VT De Lisle America UT North America View Factsheet	US EQUITIES	-2.1% 87 / 91	26.9% 2 / 83	95.4% 3 / 74	154.3% 3 / 64
Artemis US Sm Cos UT North American Smaller Companies View Factsheet	US EQUITIES	1% 2 / 7	24.5% 2 / 7	- -	- -
Old Mutual North Am Equity UT North America View Factsheet	US EQUITIES	0.1% 20 / 91	21.6% 15 / 83	85.4% 4 / 74	170.2% 1 / 64
The NthAmrcn InTstplc IT North America Equities View Factsheet	US EQUITIES	-0.5% 3 / 6	19.7% 4 / 6	66.3% 2 / 5	107.1% 2 / 4
Middlefield Cndn Inc Tst IT North America Equities View Factsheet	US EQUITIES	0.4% 1 / 6	19.2% 5 / 6	8.8% 5 / 5	30.5% 4 / 4
Stan Life Inv Amn Eq Uncon UT North America View Factsheet	US EQUITIES	-0.3% 36 / 91	17.1% 35 / 83	71.5% 25 / 74	142.8% 8 / 64
Schroder US Mid Cap UT North America View Factsheet	US EQUITIES	-1.9% 84 / 91	16.2% 49 / 83	80.3% 8 / 74	143.3% 7 / 64
Hermes US SMID Equity FO Equity - Small Cap USA View Factsheet	US EQUITIES	-1.8% 43 / 43	12.8% 34 / 40	72.1% 2 / 31	- -
Fidelity American Spec Sit UT North America View Factsheet	US EQUITIES	-1.1% 71 / 91	9.7% 81 / 83	72% 23 / 74	146.7% 4 / 64

Data provided by

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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.

MI Chelverton UK Equ Grth	42.9%
Unicorn UK Growth	40%
Old Mutual Equity 1	38.8%
Old Mutual UK Mid Cap	38.7%
Blackrock Inst Eq UK Sm Cos	38.5%
MFM Slater Recovery	36.7%
Stan Life Inv UK Opps	36.3%

FL Old Mutual UK Mid Cap Pn	39.7%
FL O M UK MC EP	39%
Zurich OM UK MidCap Pn	38.8%
Aegon OldMtlUKMdCpPn	38.4%
OMW Old Mutual UK Dynamic Equity	38%
OMW Old Mtl UK Mid Cap	37.9%
OMW Old Mutual Equity 1	37.7%