Get to grips with your finances
Moneywise magazine January 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.
Newton UK Opportnts
3.6%14.6%52.1%74.5%
Invesco Perp UK Strat Inc
2.8%14.4%71.1%104.9%
Invesco Perp High Income
3.9%14.2%54.7%87.6%
Scot Wid HIFML UK Strategic
3.8%13.6%68.5%97.1%
Invesco Perp Income
3.9%13.3%54.3%85.1%
CF Lindsell Train UK Equity
5.6%12.4%80.9%147.2%
F&C UK Mid Cap
2.2%12.1%74.9%138%
...more funds in this sector
Data provided by
Compare Investment funds
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Invesco Perp Sel UK Eq plc
3.9%11.7%96.9%133.1%
Keystone IT Plc
0.6%9.2%76.7%116.1%
Abrden UK Tkr Tst plc
2.3%6.4%40.4%65.2%
JP Morgan Mid Cap IT plc
1%5.9%114.3%162%
Capital Gearing Trust plc
2.6%1.5%8.8%34.5%
Threadneedle UK Select Trust
3.2%-0.7%60.4%58.8%
Mercantile IT PLC
2.6%-1.6%72.8%102.3%
...more funds in this sector
Data provided by
Compare Investment trusts
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Zurich L&G Wld ex UK Eq Idx
2.5%18.1%51.1%-
Pru Invesco Perp Inc Pn
3.9%16.4%62%100.3%
FL Invesco Perp High Income AP
4.1%15.9%61.8%102.1%
Aviva Invesco Perp Hi Inc Pn
4.4%15.6%62.8%-
Aviva Inv Perp Hi Inc Pn
4.4%15.5%62.6%103%
Zurich Invesco Perp Hi Inc ZP
4%15.2%59.6%95.9%
Pru Ex-DSF Invesco Perp Inc Pn
4%15.1%62%101.4%
...more funds in this sector
Data provided by
Compare Pension funds
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Northern Trust UK Eq Index
8.2%17%46%-
Trojan Income Feeder
3.4%14.5%--
Fidelity FAST UK
4.3%14.3%46.7%-
GVO UK Focus
3.6%10.3%77.4%123.3%
SEI UK Equity
4.9%9.3%55%75%
RWC UK Focus
3.7%9.1%52.7%-
Investec UK Equity
2.2%8.9%44.3%67.4%
...more funds in this sector
Data provided by
Compare Offshore inv funds

Featured Video

Moneywise editor Mark King interviews Michael Kerley, manager of the Henderson Far East Income investment company, on the outlook for 2015.