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
3.6%29.1%118.1%160.5%
Old Mutual UK Mid Cap
3.5%27.4%112.3%154%
F&C UK Mid Cap
4%24.4%100.3%152.4%
Neptune UK Mid Cap
3.6%23.7%105%185.9%
Franklin UK Mid Cap
4.8%22.8%97.7%152.5%
Jupiter Undervalued Assets
4.5%22.5%97.8%98.6%
CF Miton UK Val Opps
6%22.3%--
...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
8.6%22%157.4%191.9%
Invesco Perp Sel UK Eq plc
0.7%18.4%108.3%160.4%
Mercantile IT PLC
6.8%16.4%103.2%126.7%
Fidelity Special Values PLC
8.2%13.1%120.7%109.9%
Keystone IT Plc
2.7%11.2%74%114.7%
Schroder UK Mid Cap
10.2%10.5%128.8%202.5%
Henderson Opps Tst
8.2%9.3%165.6%207.2%
...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
3.6%31.3%120.4%-
OMW Old Mutual Equity 1
3.6%30.2%111.6%-
SIP Old Mut UK Mcap Pn
3.5%29.9%113.2%164.8%
L&G Old Mtl UK Mid Cap Pn
4.4%29%109.4%158.3%
OMW Old Mtl UK Mid Cap
3.5%28.8%109%156.1%
Aviva Old M UK MdCap Pn
2.9%28.4%115.5%171.9%
Zurich Old Mut UK MidCap ZP
3.6%28.4%116.7%160.3%
...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
4.2%21.5%108%173.9%
Northern Trust UK Eq Index
-0.8%19.6%61.8%-
RWC UK Focus
1.7%18.8%84%-
GVO UK Focus
2.6%18%99.7%141.2%
Montanaro Equity Income
2.4%16.1%79.4%112.4%
Fidelity FAST UK
0.5%15.7%64.3%-
Ardevora UK Equity
1.5%15.6%89.4%-
...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.