Get to grips with your finances
Moneywise magazine March issue

Get to grips with your finances

Free Moneywise newsletter
Stay up to date with the latest news, ideas, bargains, rates, scam warnings and more...

Vote now in the Moneywise Customer Service Awards survey and help us identify the most trusted financial service providers in the UK. Enter the prize draw to stand a chance of winning £1,000 cash or £100 in shopping vouchers.

Top Performing Funds

1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
CF Lindsell Train UK Equity
1.7%15.1%79.3%143.7%
Neptune UK Mid Cap
5.6%14.3%88.7%174.7%
Invesco Perp High Income
2.7%14.3%55.5%90.4%
Aviva Inv UK Equity MOM1
3.5%14%82.3%136%
Invesco Perp UK Strat Inc
2.4%13.9%71.7%108.9%
Invesco Perp Income
2.8%13.7%55.4%88.5%
Franklin UK Rising Dividends
3.2%13.4%47.1%76.7%
...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
3.6%13.9%92%140.8%
Abrden UK Tkr Tst plc
1.4%5.8%38.1%64%
Keystone IT Plc
-2.3%5.3%66%101.3%
JP Morgan Mid Cap IT plc
2.6%2.7%106.3%177%
Threadneedle UK Select Trust
-0.3%-0.7%54.8%64.7%
Mercantile IT PLC
6.1%-2.6%71.1%116.1%
Crystal Amber
0.3%-3.1%66.1%39.5%
...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
1.2%18.9%49.3%-
FL Invesco Perp High Income AP
2.8%16%62.6%105.1%
Aviva Invesco Perp Hi Inc Pn
1.8%15.7%61.2%-
Pru Ex-DSF Invesco Perp Inc Pn
3%15.6%63.1%105.2%
Aviva Inv Perp Hi Inc Pn
1.8%15.6%60.9%106%
FL Invesco Perp Hi Inc Pn
2.3%15.5%61%104.1%
FL Invesco Perpetual Income AP
2.9%15.4%62.3%103.3%
...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
5.5%18.7%50.8%-
GVO UK Focus
5.4%13.3%81.1%135.8%
Trojan Income Feeder
0.5%13.1%--
Fidelity FAST UK
3.9%12.9%45.8%-
SEI UK Equity
2.9%8.5%54.1%77.9%
RWC UK Focus
5.5%8.3%54.5%-
Coutts UK Specialist Eq Income
2.6%7.5%43.8%67.4%
...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.