Get to grips with your finances
Moneywise magazine August issue

Get to grips with your finances

 

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Top Performing Funds

1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual Equity 1
-3.5%22.5%87.1%153.1%
Old Mutual UK Mid Cap
-3.5%21.4%84.1%144.6%
CF Miton UK Val Opps
-2.6%18.7%--
Elite Webb Cap SmCos Inc&Gth
-0.5%18.1%67.1%-
Neptune UK Mid Cap
-4.8%17%72.8%165.8%
Threadneedle UK Mid 250
-1%14.4%65.1%116.4%
Franklin UK Mid Cap
-3.6%13.9%68%129.3%
...more funds in this sector
Data provided by
Compare Investment funds
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
JP Morgan Mid Cap IT plc
1.2%31%151.1%185.1%
Mercantile IT PLC
-0.7%17.4%82.9%117.1%
Fidelity Special Values PLC
-4.3%13.5%96.9%108.2%
Invesco Perp Sel UK Eq plc
-7%9.5%71.8%136.2%
Crystal Amber
-7.5%8.8%92.1%51.3%
Henderson Opps Tst
-3.9%6.9%142.6%186.3%
Keystone IT Plc
-4.4%4%51.5%97.8%
...more funds in this sector
Data provided by
Compare Investment trusts
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OMW JPM Mid Cap Inv Trust
0.6%30.5%142.1%170.5%
FL Old Mutual UK Mid Cap Pn
-3.6%23.6%91.5%-
SIP Old Mut UK Mcap Pn
-3.7%22.4%85.4%149.2%
Zurich Old Mut UK MidCap ZP
-3.4%22.3%88%153.3%
Aegon OldMtlUKMdCpPn
-3.3%22.3%--
Stan Life Old Mtl UK MidCp Pn
-3.4%22.1%83.9%142.9%
OMW Old Mutual Equity 1
-3.8%22%81.8%143.1%
...more funds in this sector
Data provided by
Compare Pension funds
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
SWMC UK
-3%25.7%--
SG Rvrs Trkr FTSE100
15.8%25%-6.2%-18.3%
Old Mutual UK Dynmc Eq
-0.5%17.3%87.9%157.3%
Old Mutual UK SmCos Fcus
-1.3%11.3%78.2%137.8%
Heronbridge UK Equity
0.4%11.3%58.2%110.4%
Boost FTSE 250 2x LD ETP
-8.8%10.7%--
Montanaro Equity Income
-3.3%10.6%59.5%101.4%
...more funds in this sector
Data provided by
Compare Offshore inv funds

Featured Video

Moneywise editor Mark King talks to Rachel Lacey, editor of our sister magazine How To Retire In Style, about the new pensions rules and who will benefit most.