Rated Funds 2018

Money Observer's Rated Funds are a mark of quality. They are a range of investment funds and investment trusts presented in easy-to-understand asset class groups. Our aim is to help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which we believe are good choices in the current investment environment.

You can find out more about how funds attained Money Observer Rated Fund status in our methodology and in the video introduction by Rated Funds editor Andrew Pitts. You can find out more about the asset groups and their constituent Rated Funds by clicking on the links below.

  BROWSE ALL RATED FUNDS >>

Browse Rated Funds by Grouping
Rated Funds Group
Average 3 Year Perf.
Top Fund 3 Year Perf.
Top Trust 3 Year Perf.
JAPANESE EQUITIES
79.8%139.7%141.1%
UK SMALLER COMPANIES
67.4%105.3%104.4%
GLOBAL GROWTH
50.7%70.4%77.4%
US EQUITIES
49.6%61.7%54.4%
EUROPEAN EQUITIES
48%84.3%76.6%
UK GROWTH
43.6%91.1%48.9%
SPECIALIST
41.5%78.7%101.1%
ASIA EQUITIES
39.7%53.3%44.1%
EMERGING MARKETS
36.8%45.6%57.9%
GLOBAL EQUITY INCOME
33.7%39.3%52.2%
MIXED ASSET 61-100% EQUITY
29.4%41%29.1%
MIXED ASSET 41-60% EQUITY
26.6%24.8%38.6%
PROPERTY
25.6%19.4%39.6%
UK EQUITY INCOME
24.5%45.2%36.2%
MIXED ASSET 0-40% EQUITY
15.7%24.9%17.8%
GLOBAL BONDS
15%15.4%22.8%
STERLING BONDS
14.9%25.5%-
Data provided by
Top 10 Performing Rated Funds
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Baillie Giff Shin Nippon PLC
IT Japanese Smaller Companies
View Factsheet
JAPANESE EQUITIES0.6%
2 / 4
49.8%
1 / 4
141.1%
1 / 4
200.4%
1 / 4
Edinburgh Ww IT PLC
IT Global
View Factsheet
GLOBAL GROWTH-0.5%
21 / 22
41.9%
3 / 22
68.6%
5 / 22
149.6%
4 / 22
Allianz Tech Tst PLC
IT Tech, Media & Telecomm
View Factsheet
SPECIALIST4.1%
1 / 3
38.4%
1 / 2
101.1%
1 / 2
251.2%
1 / 2
Legg Mason IFJaEq
UT Japan
View Factsheet
JAPANESE EQUITIES-3.4%
48 / 48
33.5%
1 / 45
139.7%
1 / 41
166.8%
1 / 38
Baillie Gifford Jap Tst PLC
IT Japan
View Factsheet
JAPANESE EQUITIES1%
4 / 5
32.8%
1 / 5
71.2%
1 / 4
143%
1 / 4
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
View Factsheet
UK SMALLER COMPANIES8.4%
1 / 19
32%
2 / 17
86.2%
2 / 16
147.3%
3 / 15
JP Morgan Japanese IT plc
IT Japan
View Factsheet
JAPANESE EQUITIES-
5 / 5
31.4%
2 / 5
51.8%
2 / 4
102.1%
2 / 4
Janus Henderson ChOpp
UT China/Greater China
View Factsheet
ASIA EQUITIES0.1%
10 / 12
27.1%
4 / 12
45.1%
2 / 11
124.9%
1 / 10
Sct Mtg IT PLC
IT Global
View Factsheet
GLOBAL GROWTH5.3%
5 / 22
24.9%
4 / 22
72.1%
4 / 22
202%
3 / 22
Stan Life Inv GlSmlr Cmp
UT Global
View Factsheet
GLOBAL GROWTH2.4%
181 / 273
24.7%
5 / 250
70.4%
1 / 224
120.8%
3 / 202
Browse all Rated Funds
Data provided by
Reviewed 01 January 2018

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