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.
CF Lindsell Train UK Equity
0.3%21.5%82.2%128.3%
Old Mutual Equity 1
2.3%20.6%90%120.2%
Neptune UK Mid Cap
-0.8%20.1%87.2%156.7%
Invesco Perp High Income
0.3%19.3%55.1%87.2%
Newton UK Equity
0%19.1%42.5%50.1%
Fidelity Inst UK Specialist
-0.2%19.1%59.5%63.7%
Old Mutual UK Mid Cap
1.9%19%84.7%120%
...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
2.4%18.6%105%138.1%
Keystone IT Plc
-1.2%8.6%64.1%106.1%
Abrden UK Tkr Tst plc
-1.1%8.4%38.1%53.3%
Fidelity Special Values PLC
1%6.7%87.4%76.9%
Mercantile IT PLC
0.2%5.9%72.8%92.5%
JP Morgan Mid Cap IT plc
-1.4%5.1%106.7%146.5%
Capital Gearing Trust plc
3.8%3%10.5%30.8%
...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
0.6%22.7%59%-
FL Old Mutual UK Mid Cap Pn
2.7%21.8%91%-
FL Newton UK Equity Pn
0.3%21.6%48%62.8%
OMW Old Mutual Equity 1
2.6%21.6%84.9%-
SIP Old Mut UK Mcap Pn
2.6%21.5%86.4%127.3%
FL Invesco Perp Hi Inc Pn
0.8%21.5%62.8%103%
MetLife Bcmk Jup UK Growth Pn
0.7%21.5%83.5%98.4%
...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
0.3%24.5%52.4%-
Fidelity FAST UK
0.2%18.3%50.1%-
GVO UK Focus
0.2%17.3%82.7%119.5%
Fidelity United Kingdom
-0.5%17%54.5%55.9%
Trojan Income Feeder
1.9%16.1%--
RWC UK Focus
-0.9%16.1%65.4%-
Investec Qtrac UK Cntrled Vol
-0.4%14.5%--
...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.