Get to grips with your finances
Moneywise magazine April 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%20.4%94.7%124.4%
Neptune UK Mid Cap
-20.4%91.1%155.4%
CF Lindsell Train UK Equity
0.4%19.7%82.7%126.7%
Old Mutual UK Mid Cap
2.9%18.9%89.3%118.5%
Newton UK Equity
0.5%17.8%45.4%51.5%
Jupiter Undervalued Assets
1.7%17.8%78.8%71.3%
Invesco Perp High Income
1.1%17.6%57%89.7%
...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
3.4%18.9%107.5%136.7%
Abrden UK Tkr Tst plc
0.2%8.2%42.3%53.1%
Keystone IT Plc
-0.4%7.4%66%108.5%
Mercantile IT PLC
1.4%5.4%77.2%93.1%
Fidelity Special Values PLC
1.7%5%92.4%77.8%
JP Morgan Mid Cap IT plc
-0.2%4.1%112.6%145.7%
Henderson Opps Tst
2.5%1.3%119.7%158.2%
...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
0.3%21.9%60.2%-
Zurich Old Mut UK MidCap ZP
3%19.8%93.4%124.1%
L&G Newton UK Equity Pn
0.7%19.5%51.9%63.4%
FL Newton UK Equity AP
0.7%19.4%51.5%62.9%
FL Invesco Perp High Income AP
1.2%19.4%64%104.3%
FL O M UK MC EP
3%19.2%89.2%119.7%
Pru Ex-DSF Invesco Perp Inc Pn
1.1%19.2%64.9%104.5%
...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
2.7%25.4%56.7%-
GVO UK Focus
2%17.6%87.4%121.3%
Fidelity FAST UK
0.8%17.5%53.9%-
Fidelity United Kingdom
0.4%16.2%59.1%58.2%
Trojan Income Feeder
2.3%15.2%--
RWC UK Focus
-0.6%15.1%70%-
Investec Qtrac UK Cntrled Vol
0.1%14%--
...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.