Get to grips with your finances
Moneywise magazine March 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.
CF Lindsell Train UK Equity
1.6%13.8%77.5%143.1%
Invesco Perp High Income
2.2%13.7%53.6%89.4%
Invesco Perp Income
2.4%13.1%53.3%87.5%
Neptune UK Mid Cap
5.3%13%86.4%173.3%
Aviva Inv UK Equity MOM1
2.9%12.9%80%135.7%
Invesco Perp UK Strat Inc
2%12.9%69.4%107.7%
Threadneedle UK Extnd Alp
2.9%12.7%49.9%85%
...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
3.6%13.9%92%140.8%
Abrden UK Tkr Tst plc
1.3%6.1%37.2%64.1%
Keystone IT Plc
-1.9%4.6%66.9%102.3%
JP Morgan Mid Cap IT plc
2.7%3%103.2%177.8%
Threadneedle UK Select Trust
-0.3%-0.4%54.8%64.7%
Mercantile IT PLC
5.8%-2.4%70%116%
Capital Gearing Trust plc
-2.3%-3%6.4%32.4%
...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
0.9%17.9%47.7%-
FL Invesco Perp Hi Inc Pn
2.5%15.7%61.8%104.4%
FL Invesco Perp High Income AP
2.3%15.4%60.6%104%
Aviva Invesco Perp Hi Inc Pn
2.4%15.2%61.3%-
Aviva Inv Perp Hi Inc Pn
2.4%15.1%61.1%106.2%
Pru Invesco Perp Inc Pn
2.4%15%62%100.7%
Pru Ex-DSF Invesco Perp Inc Pn
2.5%14.9%61%104%
...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
3.5%17.8%49.5%-
GVO UK Focus
4.1%12.8%78.9%134.1%
Fidelity FAST UK
2.6%12.2%44.3%-
Trojan Income Feeder
0.6%12.2%--
SEI UK Equity
2.4%8.5%53.5%77.8%
RWC UK Focus
4.5%7.8%53.6%-
Fidelity United Kingdom
1.8%7.6%46.3%66.3%
...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.