Get to grips with your finances
Moneywise magazine September 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
-1.2%24.7%90.4%147.1%
Old Mutual UK Mid Cap
-1.2%23.6%87.2%139.2%
CF Miton UK Val Opps
0.1%20.5%--
Elite Webb Cap SmCos Inc&Gth
0.5%20.1%73.9%-
Franklin UK Mid Cap
-1.3%18%72.1%125.9%
Neptune UK Mid Cap
-2.3%17.2%77.2%163.2%
Threadneedle UK Mid 250
-0.1%16.7%67%110.3%
...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
1.8%33.4%155.6%181%
Mercantile IT PLC
0.3%19.8%86.9%109.4%
Invesco Perp Sel UK Eq plc
-5.3%11.2%71.9%137.2%
Fidelity Special Values PLC
-6.4%11.1%95.4%97.1%
Crystal Amber
-7.7%9.1%94.2%51.8%
Henderson Opps Tst
-3.1%6.5%143.5%184.2%
Keystone IT Plc
-2.1%5.2%56.6%97%
...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
1.9%31.7%148.9%164.1%
Aegon OldMtlUKMdCpPn
-1.1%24.5%--
Zurich Old Mut UK MidCap ZP
-1.1%24.5%91.3%147.7%
FL Old Mutual UK Mid Cap Pn
-2.1%24.3%94.8%-
Stan Life Old Mtl UK MidCp Pn
-1.2%24.3%87%137.5%
FL O M UK MC EP
-1.2%23.9%88.9%140.6%
Aviva Old M UK MdCap Pn
-2.1%23.6%93.5%152.7%
...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
-2.2%25.7%--
SG Rvrs Trkr FTSE100
14.6%21.6%-10.6%-17%
Old Mutual UK Dynmc Eq
-0.9%19.1%87.2%150%
Old Mutual UK SmCos Fcus
-1.1%13.9%79.3%130.9%
Montanaro Equity Income
-2.5%13.5%62.5%98.8%
Boost FTSE 250 2x LD ETP
-8.7%12.7%--
Boost FTSE 100 3x Sht Daily ETP
24.3%11.4%--
...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.