Investment funds in Mixed Investment 40-85% Shares

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
S&W Acacia
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3.3%
36 / 293
21.8%
1 / 281
53.4%
2 / 241
95.5%
3 / 220
0.51%
MFM Hathaway
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2.7%
109 / 293
21.6%
2 / 281
47.6%
6 / 241
83.6%
5 / 220
1.58%
Rathbone Sussex Growth
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4%
7 / 293
20.1%
3 / 281
47.1%
8 / 241
79.9%
6 / 220
1.33%
Aberdeen Divfd Cre Advntr
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3.3%
37 / 293
19.1%
4 / 281
-
-
-
-
0.45%
Premier Diversified
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2.9%
75 / 293
17%
5 / 281
45.1%
12 / 241
56.4%
83 / 220
0.67%
SVS TPI Aggressive 6
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2.1%
195 / 293
16.8%
6 / 281
-
-
-
-
0.6%
Royal London Sus Wrld Trst
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2.3%
167 / 293
16.7%
7 / 281
51.1%
4 / 241
101.6%
1 / 220
0.77%
Rathbone Sherwood
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3.3%
43 / 293
16.5%
8 / 281
41.5%
18 / 241
67%
23 / 220
1.22%
M&G Episode Growth
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3.7%
15 / 293
16.3%
9 / 281
39.4%
22 / 241
60.2%
52 / 220
0.94%
IFSL TlyBtnGlAgGP
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3.4%
29 / 293
15.5%
10 / 281
-
-
-
-
-
S&W Sylvan Bromfield
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3.3%
35 / 293
15.5%
11 / 281
36.5%
33 / 241
64.1%
35 / 220
1.04%
Practical Investment
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3.6%
19 / 293
15.4%
12 / 281
34.3%
66 / 241
67.8%
21 / 220
1.16%
Liontrust SF Managed
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3%
65 / 293
14.8%
13 / 281
41.7%
17 / 241
76.1%
11 / 220
0.85%
Barclays Growth Portfolio
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3.7%
17 / 293
14.8%
14 / 281
24.6%
192 / 241
43%
174 / 220
-
SVS TPI Growth 6
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1.8%
236 / 293
14.8%
15 / 281
-
-
-
-
0.6%
Scottish Friendly Managed Growth
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4.1%
6 / 293
14.7%
16 / 281
32.8%
83 / 241
65.6%
30 / 220
1.46%
Barclays Div & Gth Pfl
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3.5%
22 / 293
14.6%
17 / 281
25.7%
182 / 241
45.6%
158 / 220
-
Omnis Mgd Adven
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3.2%
45 / 293
14.5%
18 / 281
46.2%
10 / 241
77.1%
10 / 220
0.91%
LF Seneca Diversified Growth
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2.8%
104 / 293
14%
19 / 281
35.4%
50 / 241
57.4%
73 / 220
1.23%
S&W Ourax
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1.1%
283 / 293
14%
20 / 281
40.2%
21 / 241
66.4%
26 / 220
0.91%
Threadneedle Advntr Pathway
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4.2%
4 / 293
13.9%
21 / 281
-
-
-
-
0.65%
Omnis MM Adven
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3.8%
12 / 293
13.9%
22 / 281
42.9%
14 / 241
70.4%
15 / 220
1.46%
Baillie Gifford Managed
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3.7%
16 / 293
13.8%
23 / 281
49.2%
5 / 241
73.6%
12 / 220
0.42%
S&W Pityoulish
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2.4%
157 / 293
13.8%
24 / 281
42.5%
15 / 241
66.8%
24 / 220
1.34%
IFSL TlyBtnvGlGrPf
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2.9%
76 / 293
13.8%
25 / 281
-
-
-
-
-
S&W The Touchstone
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3%
62 / 293
13.7%
26 / 281
34%
72 / 241
-
-
1.14%
S&W MF
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2.4%
153 / 293
13.4%
27 / 281
43%
13 / 241
66.7%
25 / 220
1.28%
S&W Marathon
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3.5%
25 / 293
13.3%
28 / 281
35.4%
51 / 241
59.9%
57 / 220
1.04%
MGTS Greystone Bal Managed
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2%
214 / 293
13.1%
29 / 281
36.6%
32 / 241
60.1%
53 / 220
1.75%
LF Navajo
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2.8%
93 / 293
12.9%
30 / 281
35.2%
53 / 241
68.2%
19 / 220
1.48%
IFSL James Hambro Rires
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1.9%
229 / 293
12.9%
31 / 281
34.8%
60 / 241
60%
55 / 220
1.36%
HSBC Wld Seltn Advntr Pfl
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3.4%
33 / 293
12.8%
32 / 281
51.1%
3 / 241
-
-
0.8%
HC Sequel Gbl Trg Inc Str
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2.1%
204 / 293
12.7%
33 / 281
35.3%
52 / 241
69%
16 / 220
1.58%
SVS TPI Aggressive 1
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3.5%
23 / 293
12.6%
34 / 281
-
-
-
-
1.08%
Neptune Balanced
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3.6%
20 / 293
12.6%
35 / 281
36.3%
36 / 241
57%
79 / 220
0.82%
Lazard Managed Balanced
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3.6%
18 / 293
12.6%
36 / 281
35.5%
46 / 241
64.2%
34 / 220
0.88%
LF Helm Investment
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2.8%
101 / 293
12.6%
37 / 281
26.1%
176 / 241
38.9%
195 / 220
1.9%
S&W Headway
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3.3%
38 / 293
12.6%
38 / 281
29.8%
132 / 241
44.1%
169 / 220
1.82%
Sand Aire First Ilona Bal Cap
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0.9%
289 / 293
12.5%
39 / 281
31.2%
107 / 241
46.2%
155 / 220
1.11%
S&W Pendennis
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2%
220 / 293
12.3%
40 / 281
33%
79 / 241
65.7%
29 / 220
0.79%
BlackRock Armed Frcs Com Inv
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3.4%
34 / 293
12.3%
41 / 281
36.2%
37 / 241
62.6%
42 / 220
-
Marlborough Extra Income
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1.5%
268 / 293
12.3%
42 / 281
29.2%
140 / 241
59.1%
60 / 220
0.88%
LF Ruffer European
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2.3%
173 / 293
12.2%
43 / 281
24%
195 / 241
47%
148 / 220
1.28%
Thesis Thameside Managed
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2.3%
175 / 293
12.2%
44 / 281
28.9%
145 / 241
53.4%
103 / 220
2.17%
Sand Aire First Ilona LgTm Cap
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1.1%
285 / 293
12.1%
45 / 281
31%
112 / 241
51.7%
120 / 220
1.1%
Newton Gth and Inc For Chrts
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2%
209 / 293
12.1%
46 / 281
34.7%
61 / 241
-
-
0.65%
HSBC Gbl Strat Dyn Pfl
View Factsheet
2.9%
79 / 293
12.1%
47 / 281
46.9%
9 / 241
77.6%
9 / 220
0.21%
Zurich Horizon Multi-Asset IV
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3.2%
50 / 293
12.1%
48 / 281
45.2%
11 / 241
-
-
0.8%
Liontrust SF Caut Mngd
View Factsheet
1.9%
234 / 293
12.1%
49 / 281
31.8%
96 / 241
-
-
1.05%
Thesis Juniper
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2.3%
166 / 293
12.1%
50 / 281
34.1%
69 / 241
61.6%
48 / 220
0.63%
TM Levitas A
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3%
73 / 293
11.9%
51 / 281
33.2%
76 / 241
53.1%
108 / 220
2.28%
Old Mutual Fdtn 4
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2.9%
77 / 293
11.9%
52 / 281
34.1%
71 / 241
-
-
0.8%
LF The Abbotsford
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2.9%
84 / 293
11.8%
53 / 281
32.9%
81 / 241
61.4%
50 / 220
1.18%
BlackRock Bal Managed
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2.9%
80 / 293
11.7%
54 / 281
30.4%
122 / 241
47.7%
143 / 220
-
S&W Sylvan Hornbeam
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4.7%
3 / 293
11.7%
55 / 281
34.6%
63 / 241
56.6%
82 / 220
0.64%
UBS (UK) Gbl Gth Allocation
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2.5%
144 / 293
11.7%
56 / 281
-
-
-
-
1.04%
Thesis The Global Multi Asset
View Factsheet
3.9%
9 / 293
11.7%
57 / 281
35.8%
42 / 241
58.3%
64 / 220
2.26%
S&W Blu-Frog Investment
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2%
210 / 293
11.6%
58 / 281
35.9%
41 / 241
67%
22 / 220
1.1%
Man GLG Balanced Managed
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2.9%
89 / 293
11.6%
59 / 281
28.9%
144 / 241
57.6%
72 / 220
0.9%
BlackRock Charifaith ComInv
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2.6%
119 / 293
11.5%
60 / 281
33.3%
75 / 241
57.2%
76 / 220
-
MI Hawksmoor Dist
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2.5%
140 / 293
11.5%
61 / 281
35.5%
47 / 241
63.3%
39 / 220
1.72%
IFSL James Hambro Harrier Cap Gth
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2%
218 / 293
11.4%
62 / 281
31%
114 / 241
57%
78 / 220
1.5%
Premier MultiAsset Gth & Inc
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2.2%
190 / 293
11.4%
63 / 281
40.5%
19 / 241
78.3%
7 / 220
1.6%
The Buckingham
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2.4%
151 / 293
11.3%
64 / 281
27%
162 / 241
40.4%
184 / 220
1.31%
Close Balanced Portfolio
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2.3%
165 / 293
11.3%
65 / 281
22.4%
207 / 241
50.5%
127 / 220
0.88%
IFSL Brooks Macdd Bal
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2.2%
181 / 293
11.3%
66 / 281
29.3%
138 / 241
48.4%
136 / 220
1.28%
The Hendom
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1.7%
250 / 293
11.3%
67 / 281
29.3%
139 / 241
47.8%
142 / 220
1.43%
Stan Life Inv Gbl Advtg
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3%
72 / 293
11.2%
68 / 281
36.1%
39 / 241
61.6%
49 / 220
0.66%
Stonehage Fleming Gbl Gth Ptfl
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3.3%
41 / 293
11.2%
69 / 281
23.5%
198 / 241
35.8%
208 / 220
2.22%
SVS TPI Aggressive 7
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3.5%
24 / 293
11.2%
70 / 281
-
-
-
-
0.62%
Premier Liberation VI
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2.4%
163 / 293
11.2%
71 / 281
37.4%
28 / 241
65.2%
31 / 220
1.44%
LF New Viaduct
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2.5%
135 / 293
11.2%
72 / 281
35.1%
56 / 241
78%
8 / 220
1.23%
Barclays Wealth Gbl Mkts 4
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2%
208 / 293
11%
73 / 281
30.2%
125 / 241
44.6%
165 / 220
0.45%
Omnis Mgd Bal
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2.3%
168 / 293
11%
74 / 281
36.3%
35 / 241
62.4%
43 / 220
0.87%
OM Cirilium Moderate Pf
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3%
69 / 293
10.9%
75 / 281
37.4%
26 / 241
64.9%
32 / 220
1.24%
ACUMEN Progressive Ptfl
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3.2%
51 / 293
10.9%
76 / 281
28.1%
152 / 241
-
-
1.19%
BlackRock Bal Growth Pfl
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2.4%
162 / 293
10.9%
77 / 281
30.6%
120 / 241
48.9%
132 / 220
0.97%
LF Greenmount
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3%
60 / 293
10.8%
78 / 281
32.2%
91 / 241
48.9%
133 / 220
1.3%
Baring Targeted Return
View Factsheet
2.9%
87 / 293
10.8%
79 / 281
21.9%
213 / 241
37.6%
199 / 220
-
IFSL James Hambro Master
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2.1%
199 / 293
10.8%
80 / 281
31%
113 / 241
56.7%
80 / 220
1%
IFSL James Hambro Penrhos
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1.9%
231 / 293
10.8%
81 / 281
29.6%
135 / 241
53.7%
100 / 220
1.89%
SVS TPI Balanced 1
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1.6%
260 / 293
10.7%
82 / 281
-
-
-
-
0.85%
Elite Balanced
View Factsheet
2.2%
183 / 293
10.7%
83 / 281
28.1%
153 / 241
49.5%
129 / 220
1.88%
IFSL James Hambro Barnham Broom
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1.9%
227 / 293
10.7%
84 / 281
32.7%
88 / 241
59.4%
58 / 220
1.48%
F&C MM Navigator Progressive
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2.5%
143 / 293
10.7%
85 / 281
35.6%
45 / 241
64.8%
33 / 220
1.79%
TC Share Centre Multi Mgr Bal
View Factsheet
0.6%
292 / 293
10.7%
86 / 281
33.3%
74 / 241
51.7%
119 / 220
1.74%
SVS TPI Growth 2
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2.8%
96 / 293
10.7%
87 / 281
-
-
-
-
1.07%
Thesis Lockerley
View Factsheet
2.6%
127 / 293
10.7%
88 / 281
32.8%
87 / 241
55.1%
91 / 220
1.43%
FP Russell Investments MAGth V
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3%
67 / 293
10.7%
89 / 281
-
-
-
-
0.91%
Wesleyan ModHiRiskRewardInc
View Factsheet
1.8%
239 / 293
10.7%
90 / 281
-
-
-
-
1.4%
Scot Wid Advn Gth
View Factsheet
3.9%
8 / 293
10.6%
91 / 281
38.4%
23 / 241
60.1%
54 / 220
1.75%
LF New Floco
View Factsheet
1.7%
249 / 293
10.6%
92 / 281
47.1%
7 / 241
95.7%
2 / 220
0.88%
LF JOHIM Arbor
View Factsheet
3%
61 / 293
10.6%
93 / 281
31.2%
108 / 241
53.7%
99 / 220
1.48%
Close Managed Balanced
View Factsheet
2.7%
114 / 293
10.5%
94 / 281
31.5%
102 / 241
53.4%
104 / 220
1.14%
FP Mattioli Woods Balanced
View Factsheet
2.1%
201 / 293
10.5%
95 / 281
26%
177 / 241
47.4%
147 / 220
1.89%
LF Canlife Portfolio VI
View Factsheet
3.4%
30 / 293
10.5%
96 / 281
29.4%
137 / 241
-
-
0.87%
MI CharStMuAs4Gwt
View Factsheet
2.5%
139 / 293
10.5%
97 / 281
21.8%
214 / 241
36.8%
203 / 220
0.94%
Thesis Stratford
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2.6%
122 / 293
10.3%
98 / 281
29.8%
131 / 241
48.2%
137 / 220
1.39%
LF OHP
View Factsheet
1.7%
248 / 293
10.3%
99 / 281
35.6%
44 / 241
59%
61 / 220
1.37%
Jupiter Merlin Bal Pfl
View Factsheet
2.7%
113 / 293
10.3%
100 / 281
36.5%
34 / 241
61.9%
46 / 220
1.63%
Zurich Hrzn MA III
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2.3%
170 / 293
10.2%
101 / 281
36.2%
38 / 241
-
-
0.81%
Invesco Perp Gbl Bal Ind
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3%
71 / 293
10.2%
102 / 281
35.4%
48 / 241
68%
20 / 220
0.7%
SVSBrownShipleyGth
View Factsheet
2.9%
88 / 293
10.1%
103 / 281
31.2%
110 / 241
57.7%
69 / 220
1.28%
HC Stirling House Growth
View Factsheet
2.2%
186 / 293
10%
104 / 281
29.5%
136 / 241
-
-
1.79%
Marlborough Balanced
View Factsheet
2.5%
133 / 293
10%
105 / 281
35.4%
49 / 241
52.3%
113 / 220
1.75%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
2.4%
150 / 293
10%
106 / 281
35.1%
57 / 241
46.8%
151 / 220
0.85%
Thesis Wharton
View Factsheet
2.7%
115 / 293
10%
107 / 281
29.8%
130 / 241
48.1%
139 / 220
1.39%
Schroder Managed Balanced
View Factsheet
3.6%
21 / 293
9.9%
108 / 281
30.4%
121 / 241
53%
109 / 220
0.94%
Scot Wid IPS Growth Portfolio
View Factsheet
2.7%
106 / 293
9.9%
109 / 281
37.4%
27 / 241
63.7%
37 / 220
0.9%
HL MMgrBalMgd
View Factsheet
3.1%
57 / 293
9.9%
110 / 281
37.8%
25 / 241
62.7%
41 / 220
-
VT MA DRP VIII
View Factsheet
3.9%
10 / 293
9.8%
111 / 281
34.3%
65 / 241
28.5%
217 / 220
0.37%
OM Cirilium Dynamic Pass Pf
View Factsheet
2.8%
94 / 293
9.8%
112 / 281
42.3%
16 / 241
-
-
0.6%
L&G MM Balanced Trust
View Factsheet
2.6%
131 / 293
9.8%
113 / 281
27.6%
158 / 241
37.3%
201 / 220
1.45%
Janus Henderson Inst GblRsMg
View Factsheet
2.1%
193 / 293
9.8%
114 / 281
31.4%
105 / 241
72.5%
14 / 220
0.84%
PUTM Growth
View Factsheet
3.1%
58 / 293
9.8%
115 / 281
34.2%
68 / 241
62.3%
44 / 220
0.19%
7IM AAP Moderately Advtur
View Factsheet
3.4%
31 / 293
9.7%
116 / 281
26.7%
169 / 241
54.3%
96 / 220
0.63%
Sarasin FoF-Gbl Div Grw
View Factsheet
2.7%
111 / 293
9.7%
117 / 281
25.7%
180 / 241
-
-
1.39%
Architas MA Active Prog
View Factsheet
2.6%
128 / 293
9.7%
118 / 281
34.9%
59 / 241
58%
66 / 220
1.5%
FP Russell Investments MAGth IV
View Factsheet
2.5%
145 / 293
9.7%
119 / 281
-
-
-
-
0.96%
Royal Bank of Scot Balanced Growth
View Factsheet
2.3%
177 / 293
9.7%
120 / 281
30.1%
128 / 241
53.1%
106 / 220
1.98%
Margetts Select Strategy
View Factsheet
2.9%
85 / 293
9.7%
121 / 281
30.2%
126 / 241
54.5%
94 / 220
1.39%
Scot Wid Advn Sol
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2.8%
92 / 293
9.6%
122 / 281
34.7%
62 / 241
59.9%
56 / 220
1.35%
Carvetian Edenbeg
View Factsheet
2.6%
123 / 293
9.6%
123 / 281
26.6%
171 / 241
45.6%
159 / 220
0.94%
LF PruDy40-80Pf
View Factsheet
2.8%
100 / 293
9.6%
124 / 281
27.8%
156 / 241
50.6%
125 / 220
1.53%
HSBC Gbl Strat Bal Pfl
View Factsheet
2%
222 / 293
9.6%
125 / 281
34.4%
64 / 241
59.3%
59 / 220
0.19%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
2.3%
169 / 293
9.6%
126 / 281
32.8%
84 / 241
57.1%
77 / 220
1.5%
TM UBS (UK) UK Growth
View Factsheet
1.9%
226 / 293
9.5%
127 / 281
30.4%
123 / 241
51.5%
121 / 220
1.36%
Rathbone CorInvFdForCha
View Factsheet
2%
217 / 293
9.4%
128 / 281
-
-
-
-
-
7IM Moderately Adventurous
View Factsheet
3.3%
42 / 293
9.4%
129 / 281
26.9%
164 / 241
55.4%
88 / 220
1.35%
Sarasin Alpha CIF fr Endm
View Factsheet
2%
213 / 293
9.4%
130 / 281
28.6%
148 / 241
55.1%
90 / 220
0.96%
IFSL James Hambro Harrier Bal
View Factsheet
1.7%
252 / 293
9.4%
131 / 281
-
-
-
-
1.5%
TM UBSUKGbl Growth
View Factsheet
2.4%
148 / 293
9.4%
132 / 281
32.1%
92 / 241
54.4%
95 / 220
1.59%
Close Tactical Slct Psv Bln
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2.4%
155 / 293
9.4%
133 / 281
32.5%
89 / 241
55.5%
87 / 220
0.54%
Janus Henderson MMMng
View Factsheet
3.1%
55 / 293
9.4%
134 / 281
31.6%
100 / 241
57.9%
67 / 220
1.52%
MGTS Fut Money Dyn Gth
View Factsheet
3%
66 / 293
9.4%
135 / 281
29.7%
133 / 241
51.9%
118 / 220
1.46%
S&W Lancaster
View Factsheet
2.9%
81 / 293
9.3%
136 / 281
31.8%
95 / 241
47.4%
146 / 220
1.93%
EF Brompton Global Growth
View Factsheet
3.2%
44 / 293
9.3%
137 / 281
37.1%
29 / 241
-
-
1.87%
LF New Grande Motte
View Factsheet
1.8%
243 / 293
9.3%
138 / 281
31.5%
101 / 241
63%
40 / 220
1.14%
Vanguard LifeStrategy80%Equi
View Factsheet
1.7%
256 / 293
9.3%
139 / 281
40.3%
20 / 241
73.5%
13 / 220
0.22%
Threadneedle Mgd Eq Focused
View Factsheet
2.6%
121 / 293
9.2%
140 / 281
32.2%
90 / 241
57.7%
70 / 220
1.02%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
2.5%
137 / 293
9.2%
141 / 281
16.5%
232 / 241
24.9%
218 / 220
1.97%
Family Balanced International
View Factsheet
3.5%
27 / 293
9.2%
142 / 281
26.8%
166 / 241
44.1%
168 / 220
-
S&W Knotts Investment
View Factsheet
3.7%
14 / 293
9.2%
143 / 281
22.3%
209 / 241
40%
188 / 220
1.03%
Vanguard Tgt Retm 2050
View Factsheet
1.7%
253 / 293
9.2%
144 / 281
-
-
-
-
0.24%
Vanguard Tgt Retm 2045
View Factsheet
1.7%
255 / 293
9.1%
145 / 281
-
-
-
-
0.24%
Royal Bank of Scot Balanced
View Factsheet
2.5%
141 / 293
9.1%
146 / 281
29.1%
141 / 241
48.1%
140 / 220
-
Clmt Ass
View Factsheet
2.8%
97 / 293
9.1%
147 / 281
35.2%
54 / 241
68.3%
18 / 220
1.24%
TM Balanced
View Factsheet
2%
207 / 293
9.1%
148 / 281
27.2%
160 / 241
57.4%
74 / 220
1.28%
MGTS IBOSS 4
View Factsheet
2.3%
176 / 293
9.1%
149 / 281
-
-
-
-
1%
Vanguard Tgt Retm 2055
View Factsheet
1.6%
257 / 293
9.1%
150 / 281
-
-
-
-
0.24%
Threadneedle Navigator Gth Mgd
View Factsheet
3%
63 / 293
9.1%
151 / 281
32.9%
82 / 241
60.7%
51 / 220
1.49%
Scot Wid Dyn Sol
View Factsheet
2.4%
159 / 293
9%
152 / 281
31.5%
104 / 241
53.4%
102 / 220
1.38%
LF Circus
View Factsheet
1.5%
267 / 293
9%
153 / 281
30.2%
127 / 241
48.4%
134 / 220
1.21%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
2.2%
188 / 293
9%
154 / 281
31.7%
98 / 241
53.7%
101 / 220
1.39%
Aviva Inv MM 40-85% shares
View Factsheet
2.5%
138 / 293
9%
155 / 281
34.2%
67 / 241
57.7%
71 / 220
1.49%
EdenTree Amity Bal FdFor Chrt
View Factsheet
1.8%
237 / 293
8.9%
156 / 281
23.3%
201 / 241
46.9%
150 / 220
0.66%
Royal London GMAP Adventurous
View Factsheet
2.9%
78 / 293
8.9%
157 / 281
-
-
-
-
0.59%
Thesis Oenoke
View Factsheet
3.3%
39 / 293
8.9%
158 / 281
37.8%
24 / 241
63.6%
38 / 220
1.22%
S&W Plain Andrews
View Factsheet
2.2%
191 / 293
8.9%
159 / 281
27.9%
155 / 241
38.9%
196 / 220
1.52%
UBS Global Allocation UK
View Factsheet
2.6%
129 / 293
8.9%
160 / 281
27%
163 / 241
52.1%
116 / 220
0.81%
LF Gulland
View Factsheet
1.3%
278 / 293
8.9%
161 / 281
37.1%
30 / 241
66.2%
27 / 220
1.33%
MGTS Clarion Meridian Ptfl
View Factsheet
2.6%
125 / 293
8.9%
162 / 281
29.1%
142 / 241
51.2%
122 / 220
1.69%
Smith & Williamson MMEnduraBal
View Factsheet
2.2%
184 / 293
8.9%
163 / 281
25.7%
181 / 241
46.1%
156 / 220
1.39%
Newton Gbl Balanced
View Factsheet
1.4%
274 / 293
8.8%
164 / 281
31.2%
109 / 241
58.5%
62 / 220
0.5%
Vanguard Tgt Retm 2040
View Factsheet
1.6%
266 / 293
8.8%
165 / 281
-
-
-
-
0.24%
S&W Gloucester
View Factsheet
2.8%
95 / 293
8.8%
166 / 281
30.8%
117 / 241
48.1%
138 / 220
0.86%
Thesis Optima Growth
View Factsheet
3%
64 / 293
8.8%
167 / 281
28.4%
150 / 241
53.9%
98 / 220
1.44%
Carvetian Andromeda Growth
View Factsheet
2.7%
117 / 293
8.8%
168 / 281
31.8%
97 / 241
52.3%
114 / 220
1.19%
Scot Wid Progressive Growth
View Factsheet
3.4%
32 / 293
8.8%
169 / 281
33.7%
73 / 241
52.8%
111 / 220
1.77%
Scot Wid Stgc Gth Pfl
View Factsheet
3.2%
48 / 293
8.7%
170 / 281
33.1%
78 / 241
54.5%
93 / 220
1.57%
LF Drygate
View Factsheet
3.4%
28 / 293
8.7%
171 / 281
22.2%
210 / 241
47.5%
145 / 220
1.42%
Thesis Palfrey
View Factsheet
1.7%
251 / 293
8.7%
172 / 281
26.5%
172 / 241
45.4%
161 / 220
1.47%
WSSF 5 Aggressive Pfl
View Factsheet
3.1%
53 / 293
8.7%
173 / 281
36.7%
31 / 241
63.7%
36 / 220
1.28%
L&G Mixed Investment 40-85%
View Factsheet
2%
215 / 293
8.6%
174 / 281
32%
93 / 241
51%
124 / 220
0.49%
Santander Max70%ShUT
View Factsheet
2.1%
197 / 293
8.6%
175 / 281
27.3%
159 / 241
45.4%
160 / 220
0.9%
Lib Bal
View Factsheet
3.3%
40 / 293
8.6%
176 / 281
29.6%
134 / 241
53.3%
105 / 220
1.62%
Courtiers TR Balanced Risk
View Factsheet
2.3%
174 / 293
8.6%
177 / 281
31.7%
99 / 241
65.8%
28 / 220
-
VT MA DRP VII
View Factsheet
3.5%
26 / 293
8.5%
178 / 281
30.6%
119 / 241
41.2%
179 / 220
0.27%
Marks & Spencer Worldwide Mgd
View Factsheet
2.3%
164 / 293
8.5%
179 / 281
34.9%
58 / 241
62.2%
45 / 220
1.43%
LF PrudentialDynFsd 40-80Pfl
View Factsheet
2.3%
172 / 293
8.4%
180 / 281
-
-
-
-
1.15%
Vanguard Tgt Retm 2035
View Factsheet
1.4%
275 / 293
8.4%
181 / 281
-
-
-
-
0.24%
Old Mutual Managed
View Factsheet
2.4%
154 / 293
8.4%
182 / 281
27.1%
161 / 241
56.7%
81 / 220
0.99%
Fidelity MA Open Grth
View Factsheet
2.7%
110 / 293
8.4%
183 / 281
28.7%
147 / 241
44.2%
167 / 220
1.47%
Aberdeen Multi Asset
View Factsheet
2.6%
126 / 293
8.3%
184 / 281
26.3%
174 / 241
43.5%
173 / 220
0.93%
SVS Brown Shipley Balanced
View Factsheet
2.2%
182 / 293
8.3%
185 / 281
25.9%
178 / 241
-
-
1.2%
TM UBS (UK) UK Income Focus
View Factsheet
1.8%
238 / 293
8.3%
186 / 281
24.7%
190 / 241
45.2%
164 / 220
1.27%
S&W Devonshire
View Factsheet
2.9%
82 / 293
8.3%
187 / 281
16.7%
230 / 241
35.4%
211 / 220
1.42%
Invesco Perp Managed Income
View Factsheet
3.2%
46 / 293
8.3%
188 / 281
35.2%
55 / 241
68.9%
17 / 220
1.08%
Sentinel Unvrsl Prtflo
View Factsheet
1.6%
264 / 293
8.3%
189 / 281
33.1%
77 / 241
58.2%
65 / 220
1.14%
BlackRock NURS II Consensus 85
View Factsheet
2.5%
142 / 293
8.3%
190 / 281
36%
40 / 241
58.5%
63 / 220
0.23%
EdenTree Higher Income
View Factsheet
2.8%
91 / 293
8.2%
191 / 281
26.3%
175 / 241
45.9%
157 / 220
0.78%
VT The Prestney
View Factsheet
2.2%
192 / 293
8.2%
192 / 281
26.7%
170 / 241
39.4%
192 / 220
1.2%
FP New Horizon Gth
View Factsheet
3.2%
47 / 293
8.1%
193 / 281
25.2%
187 / 241
48.4%
135 / 220
2.21%
S&W Brighton Rock
View Factsheet
3.1%
56 / 293
8.1%
194 / 281
31%
115 / 241
57.3%
75 / 220
1.53%
WSSF 4 Progressive Pfl
View Factsheet
2.8%
103 / 293
8.1%
195 / 281
31.5%
103 / 241
56%
84 / 220
1.33%
LF Resilient MM Balanced Managed
View Factsheet
3.1%
54 / 293
8%
196 / 281
32.8%
86 / 241
50.6%
126 / 220
1.18%
LF Canlife Portfolio V
View Factsheet
2.7%
107 / 293
8%
197 / 281
25.8%
179 / 241
-
-
0.85%
Ttl Clarty Prtf 5
View Factsheet
2.1%
200 / 293
8%
198 / 281
30.7%
118 / 241
49.4%
130 / 220
0.76%
OM Cirilium Moderate Pass Pf
View Factsheet
1.9%
225 / 293
7.9%
199 / 281
35.8%
43 / 241
-
-
0.6%
Vanguard Tgt Retm 2030
View Factsheet
1.2%
281 / 293
7.9%
200 / 281
-
-
-
-
0.24%
EFA Eden SRI
View Factsheet
2%
223 / 293
7.9%
201 / 281
22.9%
203 / 241
-
-
2.25%
Stan Life Wealth Bal Bridge
View Factsheet
1.8%
245 / 293
7.9%
202 / 281
28.4%
151 / 241
46.7%
152 / 220
1.02%
Scot Wid Progressive Pfl
View Factsheet
2.2%
189 / 293
7.9%
203 / 281
32.8%
85 / 241
61.8%
47 / 220
2%
Santander Bal Intl Tracking
View Factsheet
2.5%
147 / 293
7.9%
204 / 281
29.9%
129 / 241
54.1%
97 / 220
1.5%
TM Private Portfolio
View Factsheet
1.6%
265 / 293
7.9%
205 / 281
18.5%
226 / 241
52%
117 / 220
1.07%
IFSL Tlny Btinv Gth Pfl
View Factsheet
2.1%
196 / 293
7.9%
206 / 281
27.9%
154 / 241
49.3%
131 / 220
1.44%
S&W Gryphon East River
View Factsheet
2.8%
99 / 293
7.8%
207 / 281
34.1%
70 / 241
51.2%
123 / 220
1.42%
HC Stirling House Baln
View Factsheet
1.4%
277 / 293
7.7%
208 / 281
22.7%
205 / 241
-
-
1.97%
Carvetian Aetos
View Factsheet
3%
74 / 293
7.7%
209 / 281
24.7%
191 / 241
43.8%
171 / 220
0.7%
FP Tatton Oak Capital Growth
View Factsheet
2.4%
152 / 293
7.7%
210 / 281
31%
116 / 241
52.9%
110 / 220
0.88%
AXA FrmlngtnMgdBal
View Factsheet
2.5%
134 / 293
7.6%
211 / 281
31.1%
111 / 241
55%
92 / 220
0.7%
Carvetian Havenrock
View Factsheet
1.2%
282 / 293
7.6%
212 / 281
19.6%
221 / 241
35.8%
209 / 220
0.99%
Jupiter Dist and Gth
View Factsheet
2.3%
178 / 293
7.6%
213 / 281
26.9%
165 / 241
55.8%
86 / 220
1.04%
Scot Wid Stgc Sol
View Factsheet
2.1%
198 / 293
7.6%
214 / 281
25.4%
185 / 241
43.8%
170 / 220
1.39%
S&W Gryphon Peapod
View Factsheet
2.7%
118 / 293
7.5%
215 / 281
33%
80 / 241
49.7%
128 / 220
1.43%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
3%
70 / 293
7.5%
216 / 281
-
-
-
-
-
Vanguard Tgt Retm 2025
View Factsheet
1%
287 / 293
7.5%
217 / 281
-
-
-
-
0.24%
HSBC Balanced
View Factsheet
2.4%
158 / 293
7.4%
218 / 281
29.1%
143 / 241
52.2%
115 / 220
0.78%
LF Robin
View Factsheet
1.8%
246 / 293
7.4%
219 / 281
19.2%
222 / 241
40.4%
186 / 220
1.39%
Hawthorn Portfolio
View Factsheet
2.2%
187 / 293
7.4%
220 / 281
17.7%
228 / 241
39.5%
191 / 220
1.28%
Vanguard LifeStrategy60%Equi
View Factsheet
1%
288 / 293
7.4%
221 / 281
31.4%
106 / 241
57.8%
68 / 220
0.22%
VT MA DRP VI
View Factsheet
2.8%
102 / 293
7.3%
222 / 281
28.4%
149 / 241
-
-
0.27%
Volare Growth
View Factsheet
2.2%
180 / 293
7.3%
223 / 281
-
-
-
-
1.38%
Orbis Gbl Bal
View Factsheet
2%
206 / 293
7.2%
224 / 281
55%
1 / 241
89.4%
4 / 220
-
Scot Wid Bal Gth
View Factsheet
2.3%
171 / 293
7.2%
225 / 281
24.2%
194 / 241
40.5%
183 / 220
1.81%
SVS Church House Bal Eq Inc
View Factsheet
2.6%
120 / 293
7.1%
226 / 281
23.4%
200 / 241
47.7%
144 / 220
1.57%
Lib Stgc
View Factsheet
2.9%
90 / 293
7.1%
227 / 281
23.5%
197 / 241
39.7%
190 / 220
1.98%
Latour Growth
View Factsheet
2%
216 / 293
7.1%
228 / 281
18.3%
227 / 241
41.8%
178 / 220
1.8%
Virgin Bd Glt UK and Overseas Share
View Factsheet
2.5%
146 / 293
7%
229 / 281
-
-
-
-
-
LF New Villture
View Factsheet
2.1%
202 / 293
7%
230 / 281
19%
223 / 241
41%
180 / 220
1.26%
Royal London GMAP Growth
View Factsheet
2.4%
149 / 293
6.9%
231 / 281
-
-
-
-
0.6%
LF Canlife Balanced
View Factsheet
3%
68 / 293
6.8%
232 / 281
30.3%
124 / 241
53.1%
107 / 220
1.03%
TM Managed
View Factsheet
2%
224 / 293
6.8%
233 / 281
16.6%
231 / 241
39.2%
194 / 220
1.51%
Crystal
View Factsheet
1%
286 / 293
6.8%
234 / 281
25.3%
186 / 241
36.4%
205 / 220
1.17%
Vanguard Tgt Retm 2020
View Factsheet
0.9%
290 / 293
6.8%
235 / 281
-
-
-
-
0.24%
SJP Managed Growth
View Factsheet
3.2%
49 / 293
6.8%
236 / 281
27.8%
157 / 241
55.3%
89 / 220
1.55%
HSBC Ash
View Factsheet
2.1%
203 / 293
6.7%
237 / 281
25.5%
183 / 241
52.6%
112 / 220
0.82%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
2.2%
185 / 293
6.7%
238 / 281
22.8%
204 / 241
-
-
1.83%
LF Packel Global
View Factsheet
1.9%
233 / 293
6.5%
239 / 281
23.4%
199 / 241
40.4%
185 / 220
1.39%
Scot Wid Bal Sol
View Factsheet
1.6%
258 / 293
6.5%
240 / 281
21.2%
217 / 241
37.3%
200 / 220
1.4%
HC KH MA Bal
View Factsheet
1.9%
228 / 293
6.4%
241 / 281
22.3%
208 / 241
33%
214 / 220
2.33%
TM Credit Suisse Growth
View Factsheet
2.6%
130 / 293
6.4%
242 / 281
-
-
-
-
1.66%
SJP Balanced Managed
View Factsheet
2.6%
132 / 293
6.3%
243 / 281
26.8%
168 / 241
48%
141 / 220
1.7%
Margetts Sentinel Gth Pfl
View Factsheet
1.9%
230 / 293
6.3%
244 / 281
-
-
-
-
1.3%
SVS TPI RiskMaster 3
View Factsheet
2.8%
-
6.3%
-
-
-
-
-
0.89%
Thesis Northern Lights
View Factsheet
2%
219 / 293
6.2%
245 / 281
21.6%
215 / 241
35.5%
210 / 220
1.32%
TB Doherty Active Mgd
View Factsheet
2.2%
179 / 293
6.2%
246 / 281
26.8%
167 / 241
46.6%
153 / 220
1.92%
Volare Balanced
View Factsheet
1.8%
241 / 293
6.1%
247 / 281
-
-
-
-
1.32%
Vanguard Global Balanced
View Factsheet
1.5%
270 / 293
6%
248 / 281
-
-
-
-
0.6%
The Dream Trust
View Factsheet
2.8%
105 / 293
6%
249 / 281
25.4%
184 / 241
36.8%
204 / 220
0.85%
VT MA DRP V
View Factsheet
2%
211 / 293
5.9%
250 / 281
23.7%
196 / 241
39.7%
189 / 220
0.23%
BlackRock NURS II Consensus 70
View Factsheet
1.6%
262 / 293
5.9%
251 / 281
28.7%
146 / 241
46.9%
149 / 220
0.23%
Legal and General Rl Inc Bldr
View Factsheet
1.8%
-
5.8%
-
-
-
-
-
0.55%
Carvetian Marley Investment
View Factsheet
1.8%
235 / 293
5.7%
252 / 281
15.4%
234 / 241
36.2%
206 / 220
1.12%
Old Mutual Gen Target 5
View Factsheet
1.4%
271 / 293
5.6%
253 / 281
-
-
-
-
1.17%
Scot Wid Disc Sol
View Factsheet
1.3%
280 / 293
5.6%
254 / 281
17.1%
229 / 241
30.9%
216 / 220
1.11%
The Cranmer Investment
View Factsheet
2.5%
136 / 293
5.5%
255 / 281
18.7%
225 / 241
34.9%
213 / 220
1.75%
LF Dartmoor
View Factsheet
2.1%
205 / 293
5.5%
256 / 281
21.1%
218 / 241
40.1%
187 / 220
1.85%
Rathbone Spenser
View Factsheet
1.1%
284 / 293
5.4%
257 / 281
26.5%
173 / 241
40.6%
181 / 220
1.09%
Volare Strategic Income
View Factsheet
1.8%
244 / 293
5.3%
258 / 281
-
-
-
-
1.37%
IFSL Galatea Opportunity
View Factsheet
2.4%
156 / 293
5.1%
259 / 281
13.2%
237 / 241
24%
219 / 220
1.59%
S&W Norton
View Factsheet
2.9%
83 / 293
5.1%
260 / 281
20.9%
219 / 241
44.4%
166 / 220
1.4%
SJP Strategic Managed
View Factsheet
2%
221 / 293
5%
261 / 281
25.2%
188 / 241
45.2%
163 / 220
1.58%
SVS TPI RiskMaster 2
View Factsheet
2.2%
-
4.8%
-
-
-
-
-
0.89%
Fidelity Ml AssInc&Gth
View Factsheet
0.8%
291 / 293
4.7%
262 / 281
21.9%
212 / 241
-
-
1.27%
Thesis PM
View Factsheet
2.7%
108 / 293
4.5%
263 / 281
22.1%
211 / 241
42.1%
177 / 220
1.77%
McInroy & Wood Balanced
View Factsheet
2%
212 / 293
4.5%
264 / 281
32%
94 / 241
55.8%
85 / 220
1.12%
LF Odey Pfl
View Factsheet
5.4%
1 / 293
4.5%
265 / 281
14.2%
235 / 241
40.5%
182 / 220
1.22%
TB Doherty Balanced Mgd
View Factsheet
1.6%
259 / 293
4.5%
266 / 281
25.1%
189 / 241
42.5%
176 / 220
1.98%
Carvetian Andromeda Income
View Factsheet
1.8%
240 / 293
4.2%
267 / 281
18.9%
224 / 241
31.9%
215 / 220
1.23%
Newton Multi-Asset Bal
View Factsheet
1.4%
273 / 293
4.1%
268 / 281
23%
202 / 241
43.6%
172 / 220
0.67%
Fidelity Moneybuilder Bln
View Factsheet
1.4%
272 / 293
3.3%
269 / 281
15.6%
233 / 241
42.5%
175 / 220
0.67%
Schroder MM Dvrsty Bln
View Factsheet
2.6%
124 / 293
3.2%
270 / 281
24.5%
193 / 241
46.2%
154 / 220
1.32%
City Financial Ml Ass Gth
View Factsheet
4.8%
2 / 293
3.1%
271 / 281
14.2%
236 / 241
38.3%
197 / 220
1.69%
SVS TPI Balanced 3
View Factsheet
2.7%
112 / 293
3.1%
272 / 281
-
-
-
-
1.31%
Fidelity Ml Ast Grth
View Factsheet
1.8%
242 / 293
3%
273 / 281
22.6%
206 / 241
45.3%
162 / 220
1.08%
S&W Quercus
View Factsheet
2.4%
160 / 293
2.9%
274 / 281
11.1%
238 / 241
23.7%
220 / 220
1.3%
Fidelity Ml Ast All Gr
View Factsheet
1.5%
269 / 293
2.6%
275 / 281
21.6%
216 / 241
39.3%
193 / 220
0.28%
McInroy & Wood Income
View Factsheet
1.4%
276 / 293
2.4%
276 / 281
20.3%
220 / 241
38%
198 / 220
1.11%
Carvetian Juno
View Factsheet
2.8%
98 / 293
2.4%
277 / 281
9.1%
239 / 241
36%
207 / 220
0.68%
Carvetian Savanna
View Factsheet
2.7%
116 / 293
2.4%
278 / 281
8.1%
241 / 241
36.8%
202 / 220
1.02%
SVS TPI Cautious 5
View Factsheet
1.7%
247 / 293
1.5%
279 / 281
-
-
-
-
1.23%
Carvetian Fenix Balanced
View Factsheet
2.9%
86 / 293
1.3%
280 / 281
8.9%
240 / 241
34.9%
212 / 220
0.75%
VT MSInSfGth Strat
View Factsheet
-
293 / 293
-
281 / 281
1.7%
-
-
-
1.43%
MI CharStMuAs3Mdt
View Factsheet
2.1%
194 / 293
-
-
-
-
-
-
1.28%
VT AJ Bell Pasv Adventurous
View Factsheet
1.9%
232 / 293
-
-
-
-
-
-
0.5%
VT AJ Bell Pasv Mod Adventurous
View Factsheet
1.6%
263 / 293
-
-
-
-
-
-
0.5%
OM Creation Adventurous Pf
View Factsheet
3.2%
52 / 293
-
-
-
-
-
-
1.1%
VT Chelsea Mgd Aggr Gth
View Factsheet
3.8%
11 / 293
-
-
-
-
-
-
1.27%
Barclays Multi-Impact Growth
View Factsheet
1.3%
279 / 293
-
-
-
-
-
-
-
Santander Multi Index 4
View Factsheet
3.1%
59 / 293
-
-
-
-
-
-
0.49%
Vanguard Tgt Retm 2060
View Factsheet
1.7%
254 / 293
-
-
-
-
-
-
0.24%
Vanguard Tgt Retm 2065
View Factsheet
1.6%
261 / 293
-
-
-
-
-
-
0.24%
SJP AdvGrw
View Factsheet
3.7%
13 / 293
-
-
-
-
-
-
-
SJP AdvIntGrw
View Factsheet
4.2%
5 / 293
-
-
-
-
-
-
-
SJP GlGrw
View Factsheet
2.4%
161 / 293
-
-
-
-
-
-
-
Data provided by

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