Get to grips with your finances
Moneywise magazine May 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
4.4%32.2%115.8%168%
Old Mutual UK Mid Cap
4.2%30.3%109.8%158.7%
Neptune UK Mid Cap
5.2%25.6%108.2%189.2%
F&C UK Mid Cap
3.9%25.4%97.8%153.9%
Jupiter Undervalued Assets
5.3%24.3%96.8%99.3%
Franklin UK Mid Cap
5.3%24.1%94.7%156.3%
Threadneedle UK Mid 250
5.2%23.8%85.5%132.1%
...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
10.8%24%155.2%199.5%
Invesco Perp Sel UK Eq plc
1.6%18.4%113.1%160%
Mercantile IT PLC
6%16.3%96.6%120.7%
Fidelity Special Values PLC
9.8%13.2%118.8%117.3%
Schroder UK Mid Cap
11.4%11.8%119.3%195.4%
Keystone IT Plc
3.5%10.4%71.4%124.6%
Henderson Opps Tst
11.4%9%164.6%205.1%
...more funds in this sector
Data provided by
Compare Investment trusts
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
FL Old Mutual UK Mid Cap Pn
3.3%32.9%120.2%-
OMW Old Mutual Equity 1
3.3%31.7%111.4%-
SIP Old Mut UK Mcap Pn
3.2%31.3%113%156.3%
Zurich Old Mut UK MidCap ZP
4.3%31.3%114.3%165%
Aviva Old M UK MdCap Pn
3.2%30.8%117.6%170%
FL O M UK MC EP
4.2%30.7%110%159.9%
L&G Old Mtl UK Mid Cap Pn
3.1%30.5%109.2%152.6%
...more funds in this sector
Data provided by
Compare Pension funds
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual UK Dynmc Eq
4.4%24.3%106.1%179.3%
RWC UK Focus
2.7%21.2%79.8%-
Northern Trust UK Eq Index
0.8%20.8%63%-
GVQ UK Focus
2.5%18.9%97.9%145.4%
Fidelity FAST UK
1.9%17.5%63.3%-
Fidelity United Kingdom
1.2%16.8%68%80.8%
Montanaro Equity Income
2.9%16.8%76.3%114.3%
...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.