Get to grips with your finances
Moneywise magazine July 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
-1%25.1%97.4%159.2%
Old Mutual UK Mid Cap
-1.1%23.5%94%152.7%
Neptune UK Mid Cap
-0.3%20.2%90.9%186%
CF Miton UK Val Opps
1.1%19.9%--
Jupiter Undervalued Assets
-1.5%19.3%80%97.7%
Franklin UK Mid Cap
-2%18.7%81.2%142.2%
Threadneedle UK Mid 250
-0.1%18.7%72.7%122.7%
...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
0.9%24.8%149.7%191%
Fidelity Special Values PLC
1.6%15.8%112.7%118.1%
Mercantile IT PLC
0.3%15.6%90.3%124.7%
Invesco Perp Sel UK Eq plc
-3.4%9.8%99.1%143.8%
Henderson Opps Tst
-1.5%8.8%158.4%206%
Crystal Amber
3.6%7.8%95.9%54%
Capital Gearing Trust plc
-2.7%6.8%4.4%24.7%
...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
-1.4%27.1%103.5%-
L&G Old Mtl UK Mid Cap Pn
-1.5%26%93.9%159.8%
OMW Old Mutual Equity 1
-1.6%25.8%92.9%160.1%
OMW Old Mtl UK Mid Cap
-1.6%25.8%94.7%160%
SIP Old Mut UK Mcap Pn
-1.5%25.7%97%166.4%
Aviva Old M UK MdCap Pn
-1.6%25.1%100.1%176%
Zurich Old Mut UK MidCap ZP
-1%24.4%98.1%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.
SWMC UK
-1.4%27.7%--
Old Mutual UK Dynmc Eq
-1.7%19.5%94.3%170.6%
RWC UK Focus
-1.6%16.8%69.9%-
Montanaro Equity Income
-2.5%11.7%68.4%106.9%
SG Rvrs Trkr FTSE100
8.7%10.6%-20.3%-31.5%
Northern Trust UK Eq Index
-0.7%10%42.5%-
Ardevora UK Income
-0.9%9.8%71%-
...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.