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
2.9%32.1%98.3%152.2%
Old Mutual UK Mid Cap
2.9%30.3%94.9%144.1%
Neptune UK Mid Cap
-0.5%23.8%87.8%170.6%
Franklin UK Mid Cap
1.2%23%78.9%130.1%
CF Miton UK Val Opps
2.1%22.4%--
Threadneedle UK Mid 250
0.4%21.1%71.4%113.1%
AXA Framlington UK Mid Cap
2.6%20.7%91.3%-
...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
7.2%32%156.7%177.7%
Fidelity Special Values PLC
1.8%21.5%116.5%108.7%
Mercantile IT PLC
0.5%18.2%86.5%107.3%
Invesco Perp Sel UK Eq plc
5%16.2%101.9%146%
Crystal Amber
4.7%13.7%110.2%62.2%
Henderson Opps Tst
2.3%13.4%159.6%195.4%
Schroder UK Mid Cap
3.2%10.1%117.6%171%
...more funds in this sector
Data provided by
Compare Investment trusts
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Zurich Old Mut UK MidCap ZP
2.9%31.3%99.1%152.8%
Stan Life Old Mtl UK MidCp Pn
2.8%31%94.7%142.2%
FL Old Mutual UK Mid Cap Pn
1.7%30.9%104.1%-
Aegon OldMtlUKMdCpPn
2.6%30.9%--
FL O M UK MC EP
2.9%30.7%96.7%145.4%
SIP Old Mut UK Mcap Pn
2.5%30.6%99.5%148.8%
OMW JPM Mid Cap Inv Trust
6%30.3%148.8%157.5%
...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
0.5%29.3%--
Boost FTSE 250 2x LD ETP
-0.2%27.6%--
Old Mutual UK Dynmc Eq
2.1%23.5%96.6%160.3%
RWC UK Focus
1.8%18.6%69.4%-
Montanaro Equity Income
0.8%17.5%67.5%108.3%
Old Mutual UK SmCos Fcus
2.2%16.6%84.8%139.3%
Fidelity FAST UK
3.1%14.7%49.5%-
...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.