Investment funds in Mixed Investment 40%-85% Shares

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Orbis Gbl Bal
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3.9%
67 / 284
45.8%
1 / 268
51%
1 / 243
-
-
-
FP MA DRP VIII
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5.3%
7 / 284
37.7%
2 / 268
25.3%
95 / 243
33.5%
196 / 208
0.48%
CF Greenmount
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6%
1 / 284
37.2%
3 / 268
29.6%
39 / 243
51.6%
125 / 208
1.3%
HSBC Wld Seltn Advntr Pfl
View Factsheet
3.9%
64 / 284
37%
4 / 268
-
-
-
-
0.82%
SVS TPI Aggressive 1
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4.3%
36 / 284
36.9%
5 / 268
-
-
-
-
1.08%
Old Mutual CiriliumDynPas
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4.4%
32 / 284
34.3%
6 / 268
38.5%
6 / 243
-
-
0.85%
SVS TPI Growth 2
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4%
53 / 284
34.3%
7 / 268
-
-
-
-
1.07%
HSBC Gbl Strat Dyn Pfl
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3.6%
122 / 284
32.7%
8 / 268
43.9%
3 / 243
-
-
0.19%
FP MA DRP VII
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4.6%
20 / 284
31.8%
9 / 268
22.3%
156 / 243
48.7%
140 / 208
0.3%
Vanguard LifeStrategy80%Equi
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3.7%
91 / 284
31.7%
10 / 268
39.5%
5 / 243
76.4%
8 / 208
0.24%
S&W Millbank East River
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3.7%
96 / 284
31.3%
11 / 268
29.6%
40 / 243
52.5%
120 / 208
1.43%
Scot Wid Advn Gth
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5.3%
5 / 284
31%
12 / 268
24.5%
112 / 243
62.9%
43 / 208
1.75%
NFU Mutual Mixed Pfl 40-85% Shrs
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4.7%
14 / 284
30.9%
13 / 268
23.1%
140 / 243
48.2%
142 / 208
0.86%
S&W Millbank Peapod
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3.6%
115 / 284
30.5%
14 / 268
28.7%
53 / 243
51.1%
127 / 208
1.45%
Premier Liberation VII
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4.6%
21 / 284
29.9%
15 / 268
30.1%
33 / 243
68.9%
21 / 208
1.65%
Old Mutual CiriliumModPas
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3.9%
68 / 284
29.1%
16 / 268
35.4%
9 / 243
-
-
0.85%
Baillie Gifford Managed
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5%
12 / 284
28.8%
17 / 268
33.6%
16 / 243
75%
10 / 208
0.44%
BlackRock NURS II Consensus 85
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4.1%
48 / 284
28.6%
18 / 268
31.7%
22 / 243
60.1%
-
-
WSSF 5 Aggressive Pfl
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3.9%
62 / 284
28.5%
19 / 268
29.9%
36 / 243
67.3%
25 / 208
1.33%
Scot Wid Stgc Gth Pfl
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4.2%
41 / 284
28.3%
20 / 268
25.6%
91 / 243
56.5%
88 / 208
1.57%
Old Mutual Fdtn 4
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3.7%
88 / 284
28%
21 / 268
-
-
-
-
0.79%
Marks & Spencer Worldwide Mgd
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4.4%
30 / 284
27.9%
22 / 268
31.5%
24 / 243
63.7%
38 / 208
1.56%
FP MA DRP VI
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3.9%
59 / 284
27.7%
23 / 268
27.6%
67 / 243
-
-
0.3%
Thesis Oenoke
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3.7%
86 / 284
27.5%
24 / 268
36.9%
8 / 243
62.4%
45 / 208
1.08%
BlackRock Vol Strat IV
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3.7%
85 / 284
27.1%
25 / 268
-
-
-
-
-
Barclays Wealth Gbl Mkts 4
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3.9%
61 / 284
26.9%
26 / 268
22.3%
158 / 243
43.3%
173 / 208
0.45%
Clmt Ass
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4.2%
42 / 284
26.9%
27 / 268
32%
21 / 243
71.3%
17 / 208
1.36%
Scot Wid IPS Growth Portfolio
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3.6%
105 / 284
26.9%
28 / 268
29.2%
45 / 243
66.4%
-
0.9%
BlackRock Vol Strat III
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3.8%
73 / 284
26.8%
29 / 268
32.3%
20 / 243
-
-
-
Omnis Mgd Adven
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5.1%
9 / 284
26.8%
30 / 268
33.4%
17 / 243
73.4%
14 / 208
0.91%
S&W Ourax
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4.5%
22 / 284
26.6%
31 / 268
30.2%
32 / 243
59.6%
64 / 208
-
Omnis MM Adven
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4.7%
15 / 284
26.6%
32 / 268
28.9%
51 / 243
65.5%
31 / 208
1.44%
L&G Multi-Index Income 6
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3.8%
74 / 284
26.5%
33 / 268
-
-
-
-
0.39%
CF Navajo
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3.4%
150 / 284
26.5%
34 / 268
31%
28 / 243
56.5%
89 / 208
1.39%
Zurich Horizon Multi-Asset IV
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3.6%
102 / 284
26.4%
35 / 268
38.3%
7 / 243
-
-
0.8%
S&W Pityoulish
View Factsheet
4.3%
39 / 284
26.3%
36 / 268
29.9%
37 / 243
65.2%
33 / 208
1.41%
IFSL Sinfonia Advntrs Gth Pfl
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4%
54 / 284
26.3%
37 / 268
24.4%
114 / 243
59.2%
67 / 208
1.05%
Old Mutual Cirilium Mod
View Factsheet
3.3%
168 / 284
25.9%
38 / 268
30.8%
30 / 243
72.5%
16 / 208
1.24%
L&G Mixed Investment 40-85%
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3.6%
117 / 284
25.9%
39 / 268
29.2%
43 / 243
54%
107 / 208
0.49%
Fidelity Ml Ast All Gr
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3.6%
123 / 284
25.8%
40 / 268
26%
83 / 243
40.9%
183 / 208
0.28%
SJP Managed Growth
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3.1%
186 / 284
25.7%
41 / 268
23.1%
141 / 243
66.6%
27 / 208
1.54%
Scot Wid Progressive Growth
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4.5%
27 / 284
25.7%
42 / 268
25.7%
89 / 243
53.7%
111 / 208
1.77%
S&W Gloucester
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4.2%
43 / 284
25.4%
43 / 268
27.4%
68 / 243
49.3%
136 / 208
0.89%
FP 8AM Focussed
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5.7%
3 / 284
25.3%
44 / 268
24.2%
118 / 243
-
-
3.06%
Santander Bal Intl Tracking
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3.7%
93 / 284
25.3%
45 / 268
26.3%
79 / 243
56.1%
92 / 208
1.5%
Invesco Perp Managed Income
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3.6%
104 / 284
25.2%
46 / 268
30.8%
29 / 243
79.2%
6 / 208
1.08%
Aberdeen Multi Asset
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3.6%
121 / 284
25.1%
47 / 268
21.9%
166 / 243
46%
160 / 208
0.97%
L&G Multi-Index 6
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3.8%
80 / 284
25%
48 / 268
29.9%
35 / 243
-
-
0.31%
CF Circus
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4.4%
33 / 284
24.9%
49 / 268
28.1%
60 / 243
46.7%
156 / 208
1.23%
McInroy & Wood Balanced
View Factsheet
4.7%
16 / 284
24.8%
50 / 268
34.1%
13 / 243
61.4%
50 / 208
1.13%
WSSF 4 Progressive Pfl
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3.6%
100 / 284
24.8%
51 / 268
26.9%
72 / 243
59.5%
65 / 208
1.35%
Scot Wid Progressive Pfl
View Factsheet
2.9%
205 / 284
24.8%
52 / 268
29.2%
46 / 243
66.2%
29 / 208
2%
Fidelity Ml Ast Grth
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3.6%
112 / 284
24.7%
53 / 268
28.9%
50 / 243
48.6%
141 / 208
1.13%
SVS Cornelian Progressive
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4%
56 / 284
24.7%
54 / 268
31.2%
26 / 243
79.4%
5 / 208
1.26%
HSBC Gbl Strat Bal Pfl
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2.8%
211 / 284
24.7%
55 / 268
34.2%
12 / 243
60.5%
56 / 208
0.19%
Royal London Sus Wrld Trst
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4.1%
47 / 284
24.6%
56 / 268
41.3%
4 / 243
99.8%
1 / 208
0.78%
Vanguard LifeStrategy60%Equi
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3%
198 / 284
24.6%
57 / 268
33.6%
15 / 243
60.8%
55 / 208
0.24%
Aberdeen Divfd Cre Advntr
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0.7%
280 / 284
24.6%
58 / 268
-
-
-
-
0.45%
Fidelity MA Open Grth
View Factsheet
4.3%
35 / 284
24.2%
59 / 268
23.8%
124 / 243
46.2%
158 / 208
1.5%
S&W Blu-Frog Investment
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5.7%
2 / 284
24.1%
60 / 268
30.1%
34 / 243
73.3%
15 / 208
1.21%
S&W Pendennis
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3%
193 / 284
23.9%
61 / 268
29.7%
38 / 243
59.9%
61 / 208
0.87%
Close Tactical Slct Psv Bln
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2.2%
258 / 284
23.9%
62 / 268
29.2%
44 / 243
54.9%
101 / 208
0.51%
BlackRock NURS II Consensus 70
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3.6%
109 / 284
23.8%
63 / 268
28.3%
58 / 243
-
-
-
Schroder Managed Balanced
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3.1%
183 / 284
23.8%
64 / 268
22.6%
152 / 243
57.1%
75 / 208
0.97%
CF OHP
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4.3%
37 / 284
23.7%
65 / 268
32.5%
19 / 243
54.1%
106 / 208
1.42%
CF New Floco
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4.5%
28 / 284
23.6%
66 / 268
45.2%
2 / 243
91.3%
2 / 208
0.89%
Neptune Balanced
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3.8%
75 / 284
23.6%
67 / 268
22%
163 / 243
47.9%
145 / 208
0.82%
Invesco Perp Gbl Bal Ind
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4.1%
45 / 284
23.6%
68 / 268
31.1%
27 / 243
68.1%
22 / 208
0.7%
Ttl Clarty Prtf 5
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3.6%
120 / 284
23.5%
69 / 268
27.3%
69 / 243
54.1%
105 / 208
0.73%
AXA FrmlngtnMgdBal
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4.4%
29 / 284
23.5%
70 / 268
24%
120 / 243
63.8%
37 / 208
0.7%
PUTM Growth
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3.9%
69 / 284
23.4%
71 / 268
26.1%
81 / 243
63.1%
41 / 208
0.17%
Lazard Managed Balanced
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3.5%
138 / 284
23.2%
72 / 268
26.2%
80 / 243
64.3%
35 / 208
0.93%
Architas MA Active Prog
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3.6%
103 / 284
23.2%
73 / 268
29.3%
42 / 243
60.5%
57 / 208
1.54%
CF Resilient MM Balanced Managed
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3.8%
81 / 284
23.2%
74 / 268
27.7%
65 / 243
52.9%
118 / 208
1.28%
Scot Wid Dyn Sol
View Factsheet
3.6%
111 / 284
23.1%
75 / 268
23.4%
132 / 243
58.1%
-
1.38%
Stan Life Inv Gbl Advtg
View Factsheet
4.5%
26 / 284
23%
76 / 268
24.8%
108 / 243
65.3%
32 / 208
0.66%
Aviva Inv MM 40-85% shares
View Factsheet
3.7%
90 / 284
22.9%
77 / 268
27.8%
64 / 243
64%
36 / 208
1.47%
Rathbone Sussex Growth
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5.1%
8 / 284
22.9%
78 / 268
24.3%
116 / 243
68%
23 / 208
1.3%
S&W Acacia
View Factsheet
5.6%
4 / 284
22.9%
79 / 268
28.3%
57 / 243
87.8%
4 / 208
0.6%
S&W MF
View Factsheet
4.6%
19 / 284
22.9%
80 / 268
33%
18 / 243
60.9%
54 / 208
1.41%
TM UBSUKGbl Growth
View Factsheet
3.6%
114 / 284
22.9%
81 / 268
24.7%
109 / 243
55%
99 / 208
1.9%
EdenTree Higher Income
View Factsheet
3.3%
166 / 284
22.9%
82 / 268
23.5%
128 / 243
57.4%
72 / 208
0.79%
Marlborough Balanced
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3.9%
66 / 284
22.9%
83 / 268
25.2%
99 / 243
54.4%
104 / 208
1.87%
HL MMgrBalMgd
View Factsheet
4.1%
46 / 284
22.9%
84 / 268
28.6%
54 / 243
66.6%
28 / 208
-
IFSL Sinfonia Bal Mgd Pfl
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3.4%
145 / 284
22.8%
85 / 268
24.3%
115 / 243
56.7%
84 / 208
1.04%
Thesis The Global Multi Asset
View Factsheet
4.3%
34 / 284
22.8%
86 / 268
27.1%
70 / 243
56.6%
86 / 208
2.26%
CF JOHIM Arbor
View Factsheet
2.7%
216 / 284
22.7%
87 / 268
25.6%
92 / 243
44.4%
169 / 208
1.46%
CF Canlife Balanced
View Factsheet
3.7%
98 / 284
22.5%
88 / 268
25.3%
96 / 243
56.9%
79 / 208
1.03%
COURTIERS TR Balanced Risk
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2.3%
251 / 284
22.5%
89 / 268
29.4%
41 / 243
69.8%
19 / 208
-
TM Levitas A
View Factsheet
3.9%
60 / 284
22.5%
90 / 268
25.3%
97 / 243
-
-
1.55%
FP Brompton Global Growth
View Factsheet
3%
202 / 284
22.4%
91 / 268
-
-
-
-
1.79%
FP New Horizon Gth
View Factsheet
2.7%
218 / 284
22.4%
92 / 268
25.6%
90 / 243
47.2%
150 / 208
2.39%
Thesis Wharton
View Factsheet
3.5%
128 / 284
22.3%
93 / 268
23.9%
123 / 243
45.1%
165 / 208
1.39%
CF New Grande Motte
View Factsheet
4.6%
18 / 284
22.2%
94 / 268
33.9%
14 / 243
61.4%
51 / 208
1.14%
CF Canlife Portfolio VI
View Factsheet
3.7%
89 / 284
22.2%
95 / 268
23.3%
137 / 243
-
-
1.08%
FP MA DRP V
View Factsheet
3.2%
178 / 284
22.2%
96 / 268
21.1%
175 / 243
47.9%
144 / 208
0.23%
Henderson Multi Mngr Managed
View Factsheet
3%
194 / 284
22.1%
97 / 268
22.9%
145 / 243
57.6%
71 / 208
1.55%
MGTS Fut Money Dyn Gth
View Factsheet
3.6%
116 / 284
22.1%
98 / 268
20.5%
186 / 243
55.1%
98 / 208
1.57%
Jupiter Merlin Bal Pfl
View Factsheet
3.5%
124 / 284
21.8%
99 / 268
30.5%
31 / 243
62.8%
44 / 208
1.63%
BlackRock Armed Frcs Com Inv
View Factsheet
3.3%
159 / 284
21.8%
100 / 268
29.1%
47 / 243
61.8%
46 / 208
-
FP Tatton Oak Capital Growth
View Factsheet
3.6%
106 / 284
21.8%
101 / 268
25.5%
94 / 243
57.7%
70 / 208
0.99%
Threadneedle Navigator Gth Mgd
View Factsheet
3.5%
132 / 284
21.7%
102 / 268
25%
102 / 243
66%
30 / 208
1.48%
S&W Lancaster
View Factsheet
3.7%
94 / 284
21.6%
103 / 268
20.6%
183 / 243
42.6%
178 / 208
1.84%
UBS Global Allocation UK
View Factsheet
3.3%
167 / 284
21.6%
104 / 268
22%
163 / 243
56.5%
87 / 208
0.82%
CF The Abbotsford
View Factsheet
3.7%
97 / 284
21.6%
105 / 268
23.6%
126 / 243
56.7%
85 / 208
1.17%
Acumen Progressive Ptfl
View Factsheet
2.8%
214 / 284
21.6%
106 / 268
-
-
-
-
1.26%
Omnis Mgd Bal
View Factsheet
4.2%
44 / 284
21.6%
107 / 268
28.4%
56 / 243
63.6%
39 / 208
0.92%
Premier Liberation V
View Factsheet
3.1%
187 / 284
21.6%
108 / 268
28.1%
61 / 243
64.8%
34 / 208
1.38%
Thesis Lockerley
View Factsheet
3.6%
118 / 284
21.4%
109 / 268
26%
82 / 243
53.4%
115 / 208
1.43%
Premier MultiAsset Gth & Inc
View Factsheet
3.4%
148 / 284
21.4%
110 / 268
34.9%
10 / 243
88.5%
3 / 208
1.71%
TB Doherty Balanced Mgd
View Factsheet
2.6%
225 / 284
21.4%
111 / 268
22.9%
144 / 243
44.7%
168 / 208
1.89%
7IM AAP Moderately Advtur
View Factsheet
2.5%
236 / 284
21.4%
112 / 268
23.3%
136 / 243
54.6%
102 / 208
0.6%
TM UBS (UK) UK Growth
View Factsheet
3.3%
161 / 284
21.4%
113 / 268
20.9%
178 / 243
51%
128 / 208
1.65%
Carvetian Andromeda Growth
View Factsheet
3.5%
127 / 284
21.3%
114 / 268
22.8%
148 / 243
49.2%
137 / 208
1.33%
Lib Bal
View Factsheet
3.7%
99 / 284
21.3%
115 / 268
22.3%
157 / 243
55%
100 / 208
1.61%
Stan Life Inv MF MM I V
View Factsheet
3.3%
156 / 284
21.2%
116 / 268
25%
103 / 243
53.1%
117 / 208
1.61%
Thesis Stratford
View Factsheet
3.5%
129 / 284
21.2%
117 / 268
21.6%
168 / 243
47.7%
146 / 208
1.39%
7IM Moderately Adventurous
View Factsheet
2.5%
242 / 284
21.2%
118 / 268
22.7%
150 / 243
57%
78 / 208
1.34%
Sarasin FoF-Gbl Div Grw
View Factsheet
2.3%
252 / 284
21.1%
119 / 268
-
-
-
-
1.37%
TB Doherty Active Mgd
View Factsheet
3.1%
184 / 284
21.1%
120 / 268
22.6%
151 / 243
47%
152 / 208
1.84%
SJP Balanced Managed
View Factsheet
3.8%
79 / 284
21.1%
121 / 268
20.8%
180 / 243
56.8%
82 / 208
1.68%
Your Portfolio VI
View Factsheet
3.6%
110 / 284
21%
122 / 268
25.8%
86 / 243
-
-
1.6%
L&G Multi-Index 5
View Factsheet
3.3%
162 / 284
21%
123 / 268
29.1%
49 / 243
-
-
0.31%
Virgin Bd Glt UK and Overseas Share
View Factsheet
3.8%
82 / 284
20.9%
124 / 268
-
-
-
-
-
Newton Gbl Balanced
View Factsheet
3.5%
139 / 284
20.9%
125 / 268
29.1%
48 / 243
57.1%
76 / 208
0.56%
HSBC Balanced
View Factsheet
3.5%
134 / 284
20.9%
126 / 268
25.6%
93 / 243
56.9%
80 / 208
0.72%
L&G Multi-Index Income 5
View Factsheet
3.1%
182 / 284
20.9%
127 / 268
-
-
-
-
0.38%
Alliance Trust SF Managed
View Factsheet
4.5%
25 / 284
20.9%
128 / 268
27.6%
66 / 243
74.8%
12 / 208
0.85%
HC Sequel Gbl Trg Inc Str
View Factsheet
2.2%
255 / 284
20.8%
129 / 268
28.4%
55 / 243
70.8%
18 / 208
1.61%
Newton Exempt
View Factsheet
3.5%
136 / 284
20.8%
130 / 268
26.5%
77 / 243
45.6%
161 / 208
-
F&C MM Navigator Progressive
View Factsheet
4.1%
49 / 284
20.7%
131 / 268
25.9%
85 / 243
63.4%
40 / 208
1.79%
Sentinel Unvrsl Prtflo
View Factsheet
3%
197 / 284
20.6%
132 / 268
26.6%
75 / 243
59.7%
62 / 208
1.19%
Rathbone Sherwood
View Factsheet
5%
10 / 284
20.5%
133 / 268
24.8%
107 / 243
57.3%
74 / 208
1.21%
VT The Prestney
View Factsheet
2.2%
256 / 284
20.5%
134 / 268
24.7%
110 / 243
39%
187 / 208
1.17%
SVS Cornelian Growth
View Factsheet
3.5%
135 / 284
20.4%
135 / 268
27%
71 / 243
67.7%
24 / 208
1.2%
Family Balanced International
View Factsheet
3.8%
77 / 284
20.4%
136 / 268
19.9%
193 / 243
44.2%
171 / 208
-
BlackRock Charifaith ComInv
View Factsheet
2.9%
203 / 284
20.4%
137 / 268
24.9%
106 / 243
56.5%
90 / 208
-
Schroder MM Dvrsty Bln
View Factsheet
3.1%
188 / 284
20.3%
138 / 268
21.3%
170 / 243
61%
53 / 208
1.31%
TM Balanced
View Factsheet
1.7%
269 / 284
20.2%
139 / 268
26.4%
78 / 243
58.2%
68 / 208
1.28%
Rathbone Spencer
View Factsheet
4%
51 / 284
20.2%
140 / 268
23.2%
139 / 243
42.2%
181 / 208
1.11%
Zurich Hrzn MA III
View Factsheet
3.1%
185 / 284
20.2%
141 / 268
31.6%
23 / 243
-
-
0.81%
The Dream Trust
View Factsheet
2.4%
248 / 284
20.2%
142 / 268
21.1%
173 / 243
36.6%
191 / 208
0.94%
SJP Strategic Managed
View Factsheet
2.6%
231 / 284
20.1%
143 / 268
21.2%
172 / 243
46.1%
159 / 208
1.63%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
3.6%
108 / 284
20.1%
144 / 268
22.5%
154 / 243
56.9%
81 / 208
1.44%
TM Credit Suisse Growth
View Factsheet
3.4%
149 / 284
20.1%
145 / 268
-
-
-
-
-
Margetts Select Strategy
View Factsheet
3.7%
87 / 284
20.1%
146 / 268
23.5%
129 / 243
59.6%
63 / 208
1.46%
Royal Bank of Scot Balanced Growth
View Factsheet
3.7%
95 / 284
20%
147 / 268
22.9%
146 / 243
56.2%
91 / 208
1.98%
M&G Episode Growth
View Factsheet
0.8%
279 / 284
19.9%
148 / 268
22.1%
161 / 243
51.6%
126 / 208
0.94%
MI Hawksmoor Dist
View Factsheet
2.3%
253 / 284
19.8%
149 / 268
27.9%
62 / 243
-
-
1.86%
Newton Multi-Asset Bal
View Factsheet
3.4%
146 / 284
19.8%
150 / 268
25.1%
101 / 243
46.8%
155 / 208
0.67%
CF Helm Investment
View Factsheet
3.3%
169 / 284
19.7%
151 / 268
23.9%
122 / 243
36.2%
192 / 208
1.9%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
1.5%
271 / 284
19.7%
152 / 268
18.8%
205 / 243
-
-
1.91%
Royal Bank of Scot Balanced
View Factsheet
4%
52 / 284
19.6%
153 / 268
23.4%
131 / 243
52.2%
121 / 208
-
BlackRock Bal Growth Pfl
View Factsheet
2.9%
206 / 284
19.6%
154 / 268
19.3%
199 / 243
50.1%
133 / 208
0.97%
Carvetian Edenbeg
View Factsheet
4.2%
40 / 284
19.6%
155 / 268
22.1%
160 / 243
50.7%
130 / 208
0.94%
L&G MM Balanced Trust
View Factsheet
4%
55 / 284
19.6%
156 / 268
18.6%
209 / 243
31.1%
199 / 208
1.36%
Newton Gth and Inc For Chrts
View Factsheet
3.3%
170 / 284
19.6%
157 / 268
-
-
-
-
0.65%
S&W Plain Andrews
View Factsheet
2.7%
215 / 284
19.5%
158 / 268
20.1%
189 / 243
34.9%
193 / 208
1.62%
CF Gulland
View Factsheet
3.6%
113 / 284
19.5%
159 / 268
34.6%
11 / 243
63.1%
42 / 208
1.31%
Henderson Inst Gbl Care Mgd
View Factsheet
3.8%
83 / 284
19.5%
160 / 268
28.9%
52 / 243
75%
11 / 208
0.85%
SVS TPI Balanced 3
View Factsheet
2.5%
239 / 284
19.5%
161 / 268
-
-
-
-
1.36%
Threadneedle Gbl Eq & Bd
View Factsheet
3.5%
125 / 284
19.4%
162 / 268
25.8%
87 / 243
60.4%
58 / 208
0.98%
CF PrudentialDynFsd 40-80Pfl
View Factsheet
3.5%
137 / 284
19.4%
163 / 268
-
-
-
-
1.6%
S&W Sylvan Hornbeam
View Factsheet
4.6%
17 / 284
19.3%
164 / 268
22.5%
153 / 243
61.7%
47 / 208
0.66%
BlackRock Bal Managed
View Factsheet
2.9%
208 / 284
19.2%
165 / 268
17.6%
215 / 243
47.7%
147 / 208
1.56%
MGTS Greystone Bal Managed
View Factsheet
3.6%
119 / 284
19.2%
166 / 268
28.1%
59 / 243
60.2%
60 / 208
1.77%
The Hendom
View Factsheet
2.1%
262 / 284
19.2%
167 / 268
19.6%
196 / 243
47.2%
148 / 208
1.56%
S&W Marathon
View Factsheet
3%
192 / 284
19%
168 / 268
25.8%
88 / 243
53.8%
109 / 208
0.94%
MGTS Clarion Meridian Ptfl
View Factsheet
3.5%
126 / 284
18.9%
169 / 268
22.2%
159 / 243
56.8%
83 / 208
1.73%
CF New Viaduct
View Factsheet
4%
57 / 284
18.7%
170 / 268
31.4%
25 / 243
76.8%
7 / 208
1.3%
Sarasin Alpha CIF fr Endm
View Factsheet
3.4%
143 / 284
18.7%
171 / 268
23%
143 / 243
60.3%
59 / 208
0.98%
Practical Investment
View Factsheet
3.9%
65 / 284
18.7%
172 / 268
18%
213 / 243
73.7%
13 / 208
1.16%
S&W Devonshire
View Factsheet
3.4%
151 / 284
18.7%
173 / 268
12.2%
235 / 243
33.7%
195 / 208
1.39%
IFSL James Hambro Barnham Broom
View Factsheet
3.4%
147 / 284
18.5%
174 / 268
23.3%
135 / 243
-
-
1.49%
CF Packel Global
View Factsheet
2.8%
213 / 284
18.5%
175 / 268
25.2%
100 / 243
40.8%
184 / 208
1.37%
CF PruDy40-80Pf
View Factsheet
3.2%
174 / 284
18.5%
176 / 268
24.4%
113 / 243
52.2%
122 / 208
1.61%
Thesis Optima Growth
View Factsheet
2.5%
243 / 284
18.5%
177 / 268
20.5%
184 / 243
58%
69 / 208
1.64%
SVS Church House Bal Eq Inc
View Factsheet
2.7%
224 / 284
18.5%
178 / 268
17.8%
214 / 243
55.8%
94 / 208
1.58%
HC KB Endeavour MA Balanced
View Factsheet
2.6%
233 / 284
18.5%
179 / 268
19.3%
200 / 243
30.4%
200 / 208
2.29%
Carvetian Aetos
View Factsheet
3.2%
172 / 284
18.4%
180 / 268
20.2%
187 / 243
44.1%
172 / 208
0.7%
McInroy & Wood Income
View Factsheet
3.2%
176 / 284
18.4%
181 / 268
20.6%
182 / 243
49.7%
135 / 208
1.13%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
3.2%
175 / 284
18.4%
182 / 268
24.6%
111 / 243
59.3%
66 / 208
1.59%
City Financial Ml Ass Gth
View Factsheet
5%
11 / 284
18.3%
183 / 268
16.2%
227 / 243
45.5%
163 / 208
1.44%
Scot Wid Stgc Sol
View Factsheet
3%
199 / 284
18.3%
184 / 268
19.1%
202 / 243
48.8%
-
1.39%
Thesis PM
View Factsheet
2.1%
261 / 284
18.2%
185 / 268
25%
105 / 243
43.2%
174 / 208
1.77%
Close Managed Balanced
View Factsheet
3.4%
142 / 284
18.2%
186 / 268
22.4%
155 / 243
52.1%
123 / 208
1.17%
TM UBS (UK) UK Income Focus
View Factsheet
2.8%
210 / 284
18.2%
187 / 268
20%
192 / 243
44.3%
170 / 208
1.6%
Stan Life Wealth Bal Bridge
View Factsheet
3.3%
160 / 284
18.2%
188 / 268
25.9%
84 / 243
47.2%
149 / 208
1.02%
HC Stirling House Growth
View Factsheet
3.4%
141 / 284
18.1%
189 / 268
23.7%
125 / 243
-
-
1.73%
CF Canlife Portfolio V
View Factsheet
3%
195 / 284
18.1%
190 / 268
23.4%
133 / 243
-
-
1.04%
IFSL James Hambro Master
View Factsheet
3.9%
58 / 284
18.1%
191 / 268
25.2%
98 / 243
55.9%
93 / 208
1%
Old Mutual Managed
View Factsheet
3.3%
155 / 284
18.1%
192 / 268
22%
165 / 243
69.3%
20 / 208
0.87%
Margetts Sentinel Gth Pfl
View Factsheet
2.7%
222 / 284
18.1%
193 / 268
-
-
-
-
1.33%
Thesis Palfrey
View Factsheet
3.2%
181 / 284
17.9%
194 / 268
18.4%
210 / 243
45.5%
162 / 208
1.47%
CF Institutional World
View Factsheet
2.3%
250 / 284
17.8%
195 / 268
26.5%
76 / 243
52.8%
119 / 208
0.98%
Lib Stgc
View Factsheet
3.1%
191 / 284
17.8%
196 / 268
19.6%
197 / 243
42%
182 / 208
1.98%
S&W Brighton Rock
View Factsheet
3.7%
92 / 284
17.7%
197 / 268
26.6%
74 / 243
54.4%
103 / 208
1.48%
Sand Aire First Ilona Bal Cap
View Factsheet
3.5%
131 / 284
17.7%
198 / 268
22.8%
147 / 243
46.9%
153 / 208
1.09%
Sand Aire First Ilona LgTm Cap
View Factsheet
3.6%
107 / 284
17.6%
199 / 268
24%
119 / 243
53.5%
114 / 208
1.12%
The Buckingham
View Factsheet
3.2%
179 / 284
17.6%
200 / 268
16.8%
224 / 243
28.5%
204 / 208
1.26%
Thesis Juniper
View Factsheet
3.3%
163 / 284
17.6%
201 / 268
26.6%
73 / 243
55.7%
95 / 208
0.63%
IFSL James Hambro Harrier Cap Gth
View Factsheet
3.6%
101 / 284
17.4%
202 / 268
23.4%
130 / 243
-
-
1.5%
CF Seneca Divfd Gth
View Factsheet
3.8%
78 / 284
17.4%
203 / 268
19.9%
194 / 243
53.7%
110 / 208
1.31%
Santander Max70%ShUT
View Factsheet
3.1%
190 / 284
17.4%
204 / 268
21.1%
174 / 243
47%
151 / 208
0.91%
L&G Real Income Builder
View Factsheet
3.9%
70 / 284
17.2%
205 / 268
-
-
-
-
-
Your Portfolio V
View Factsheet
3.2%
177 / 284
17%
206 / 268
23%
142 / 243
-
-
1.55%
MFM Hathaway
View Factsheet
2.5%
235 / 284
16.9%
207 / 268
21.2%
171 / 243
75.1%
9 / 208
1.59%
CF Dartmoor
View Factsheet
1.3%
274 / 284
16.9%
208 / 268
21%
177 / 243
39.2%
186 / 208
1.87%
Crystal
View Factsheet
3%
196 / 284
16.7%
209 / 268
27.8%
63 / 243
31.6%
198 / 208
1.18%
Scot Wid Bal Gth
View Factsheet
3.4%
154 / 284
16.7%
210 / 268
20.1%
188 / 243
42.4%
179 / 208
1.81%
IFSL James Hambro Penrhos
View Factsheet
3.5%
130 / 284
16.6%
211 / 268
20.6%
181 / 243
55.5%
96 / 208
2.12%
Man GLG Balanced Managed
View Factsheet
4.1%
50 / 284
16.6%
212 / 268
18.8%
204 / 243
61.5%
49 / 208
0.9%
Legal and General Rl Inc Bldr
View Factsheet
3.7%
-
16.5%
-
-
-
-
-
0.65%
SVS Brown Shipley Balanced
View Factsheet
2.6%
226 / 284
16.5%
213 / 268
-
-
-
-
1.42%
Fidelity Ml AssInc&Gth
View Factsheet
2.5%
241 / 284
16.4%
214 / 268
25%
104 / 243
-
-
1.27%
S&W The Touchstone
View Factsheet
2.3%
254 / 284
16.4%
215 / 268
18.6%
208 / 243
-
-
1.37%
HSBC Ash
View Factsheet
3.3%
164 / 284
16.3%
216 / 268
23.2%
138 / 243
61.2%
52 / 208
0.82%
Thesis Northern Lights
View Factsheet
2.8%
209 / 284
16.2%
217 / 268
18.4%
211 / 243
-
-
1.32%
Alliance Trust SF Caut Mngd
View Factsheet
3.8%
76 / 284
16%
218 / 268
-
-
-
-
1.05%
IFSL Brooks Macdd Bal
View Factsheet
3.5%
133 / 284
15.9%
219 / 268
18.7%
207 / 243
46.9%
154 / 208
1.39%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
2.5%
238 / 284
15.7%
220 / 268
11.2%
237 / 243
29.7%
203 / 208
2.22%
IFSL James Hambro Rires
View Factsheet
3.4%
140 / 284
15.6%
221 / 268
24.3%
117 / 243
57%
77 / 208
1.43%
S&W Headway
View Factsheet
3.3%
165 / 284
15.4%
222 / 268
21.3%
169 / 243
36.8%
190 / 208
1.79%
Smith & Williamson MM Endura Bal
View Factsheet
2.9%
207 / 284
15.4%
223 / 268
19.3%
201 / 243
45%
166 / 208
1.36%
Elite Balanced
View Factsheet
3.2%
171 / 284
15.3%
224 / 268
20%
191 / 243
50.5%
131 / 208
1.81%
IFSL Tlny Btinv Gth Pfl
View Factsheet
2.6%
230 / 284
15.3%
225 / 268
22%
162 / 243
53.2%
116 / 208
1.54%
Scot Wid Bal Sol
View Factsheet
2.6%
228 / 284
15.3%
226 / 268
17.1%
220 / 243
42.9%
-
1.4%
CF Robin
View Factsheet
1.7%
270 / 284
14.9%
227 / 268
20%
190 / 243
38.1%
188 / 208
1.41%
S&W Sylvan Bromfield
View Factsheet
4.9%
13 / 284
14.9%
228 / 268
24%
121 / 243
67.1%
26 / 208
1.11%
FP Thoroughbred Core Alpha
View Factsheet
3.4%
144 / 284
14.9%
229 / 268
18.1%
212 / 243
48.8%
138 / 208
1.34%
CF New Villture
View Factsheet
1.5%
272 / 284
14.9%
230 / 268
19.9%
195 / 243
42.9%
176 / 208
1.24%
S&W Knotts Investment
View Factsheet
4.3%
38 / 284
14.9%
231 / 268
15.3%
230 / 243
49.7%
134 / 208
1.06%
IFSL James Hambro Harrier Bal
View Factsheet
3.2%
173 / 284
14.8%
232 / 268
-
-
-
-
1.5%
SF Positive
View Factsheet
3.3%
158 / 284
14.7%
233 / 268
21.8%
167 / 243
50.8%
129 / 208
2%
S&W Norton
View Factsheet
4.4%
31 / 284
14.7%
234 / 268
23.6%
127 / 243
53.5%
113 / 208
1.4%
Barclays Growth Portfolio
View Factsheet
2.4%
246 / 284
14.6%
235 / 268
9.8%
238 / 243
42.4%
180 / 208
-
Carvetian Andromeda Income
View Factsheet
2.7%
217 / 284
14.6%
236 / 268
16.8%
223 / 243
34.7%
194 / 208
1.27%
Old Mutual Gen Target 5
View Factsheet
2.4%
245 / 284
14.6%
237 / 268
-
-
-
-
1.12%
Jupiter Dist and Gth
View Factsheet
3.2%
180 / 284
14.4%
238 / 268
21%
176 / 243
61.6%
48 / 208
1.04%
HC Stirling House Baln
View Factsheet
3%
200 / 284
14.3%
239 / 268
20.5%
185 / 243
-
-
1.82%
Latour Growth
View Factsheet
1.2%
276 / 284
14.3%
240 / 268
19%
203 / 243
45.1%
164 / 208
1.8%
EdenTree Amity Bal FdFor Chrt
View Factsheet
2.5%
237 / 284
14%
241 / 268
23.3%
134 / 243
53.7%
112 / 208
0.83%
EFA Eden SRI
View Factsheet
2.7%
220 / 284
14%
242 / 268
16.9%
222 / 243
-
-
2.19%
CF Cranmer
View Factsheet
2.8%
212 / 284
13.7%
243 / 268
14.6%
231 / 243
38%
189 / 208
1.74%
TM Managed
View Factsheet
1.5%
273 / 284
13.6%
244 / 268
17.1%
219 / 243
43.1%
175 / 208
1.51%
Barclays Dividend & Growth
View Factsheet
2.4%
247 / 284
13.4%
245 / 268
13.4%
234 / 243
48.7%
139 / 208
-
Your Portfolio IV
View Factsheet
2.7%
221 / 284
13.2%
246 / 268
19.4%
198 / 243
-
-
1.5%
S&W Quercus
View Factsheet
1.8%
265 / 284
12.8%
247 / 268
15.6%
229 / 243
28.3%
205 / 208
1.17%
Hawthorn Portfolio
View Factsheet
2.1%
263 / 284
12.7%
248 / 268
15.9%
228 / 243
48%
143 / 208
1.28%
Carvetian Havenrock
View Factsheet
1.7%
267 / 284
12.5%
249 / 268
17.5%
216 / 243
30.3%
201 / 208
1.26%
Close Balanced Portfolio
View Factsheet
2.6%
234 / 284
12.3%
250 / 268
17.5%
217 / 243
46.3%
157 / 208
0.85%
SVS TPI Balanced 1
View Factsheet
2.5%
240 / 284
12.2%
251 / 268
-
-
-
-
0.8%
Carvetian Marley Investment
View Factsheet
1.2%
277 / 284
12.1%
252 / 268
16.5%
225 / 243
39.7%
185 / 208
1.15%
CF Drygate
View Factsheet
3%
201 / 284
12%
253 / 268
16.9%
221 / 243
50.2%
132 / 208
1.39%
TM Private Portfolio
View Factsheet
2.2%
257 / 284
12%
254 / 268
18.7%
206 / 243
57.3%
73 / 208
1.07%
Baring Targeted Return
View Factsheet
1.9%
264 / 284
11.8%
255 / 268
13.7%
233 / 243
32.5%
197 / 208
-
Scot Wid Disc Sol
View Factsheet
2.1%
259 / 284
11.6%
256 / 268
14.1%
232 / 243
-
-
1.11%
JPM Balanced Managed
View Factsheet
0.7%
281 / 284
11.3%
257 / 268
20.9%
179 / 243
-
-
0.83%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
2.4%
244 / 284
11.3%
258 / 268
6.8%
241 / 243
21.4%
208 / 208
1.97%
SVS TPI Cautious 5
View Factsheet
1.8%
266 / 284
10.8%
259 / 268
-
-
-
-
1.2%
Fidelity Moneybuilder Bln
View Factsheet
2.1%
260 / 284
10.6%
260 / 268
22.7%
149 / 243
52.1%
124 / 208
0.67%
Scottish Friendly Managed Growth
View Factsheet
3.4%
153 / 284
10.1%
261 / 268
17.5%
218 / 243
55.1%
97 / 208
1.46%
Carvetian Fenix Balanced
View Factsheet
4.5%
24 / 284
9.5%
262 / 268
16.4%
226 / 243
42.8%
177 / 208
1.22%
IFSL Galatea Opportunity
View Factsheet
1.7%
268 / 284
7.4%
263 / 268
11.7%
236 / 243
24%
207 / 208
1.75%
CF Odey Pfl
View Factsheet
2.4%
249 / 284
6.8%
264 / 268
5.9%
242 / 243
53.9%
108 / 208
1.23%
CF Ruffer European
View Factsheet
3.8%
72 / 284
6%
265 / 268
9.4%
239 / 243
44.9%
167 / 208
1.27%
TM Fulcrum Diversified Growth
View Factsheet
0.6%
282 / 284
4%
266 / 268
3.1%
243 / 243
30%
202 / 208
1.36%
Sentinel Dfnsve Prtflo
View Factsheet
0.2%
283 / 284
3.4%
267 / 268
9%
240 / 243
24.2%
206 / 208
0.71%
VT MSInSfGth Strat
View Factsheet
-
284 / 284
-
268 / 268
-
-
-
-
1.48%
MI Temple Relative Return
View Factsheet
5.3%
6 / 284
-
-
-
-
-
-
2%
MGTS IBOSS 4
View Factsheet
3.8%
84 / 284
-
-
-
-
-
-
1.32%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
2.9%
204 / 284
-
-
-
-
-
-
-
Royal London GMAP Growth
View Factsheet
4.5%
23 / 284
-
-
-
-
-
-
0.55%
Royal London GMAP Adventurous
View Factsheet
3.9%
63 / 284
-
-
-
-
-
-
0.55%
Vanguard Global Balanced
View Factsheet
2.6%
227 / 284
-
-
-
-
-
-
0.6%
SVS TPI Aggressive 6
View Factsheet
2.7%
219 / 284
-
-
-
-
-
-
0.6%
SVS TPI Growth 6
View Factsheet
2.6%
232 / 284
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlGrPf
View Factsheet
1.1%
278 / 284
-
-
-
-
-
-
-
IFSL TlyBtnGlAgGP
View Factsheet
1.3%
275 / 284
-
-
-
-
-
-
-
SVS Cornelian Progressive RMP
View Factsheet
3.9%
71 / 284
-
-
-
-
-
-
-
SVS Cornelian Managed Gth RMP
View Factsheet
3.1%
189 / 284
-
-
-
-
-
-
-
SVS Cornelian Growth RMP
View Factsheet
3.4%
152 / 284
-
-
-
-
-
-
-
UBS (UK) Gbl Gth Allocation
View Factsheet
2.6%
229 / 284
-
-
-
-
-
-
0.88%
Volare Balanced
View Factsheet
-
-
-
-
-
-
-
-
-
Volare Growth
View Factsheet
-
-
-
-
-
-
-
-
-
Volare Strategic Income
View Factsheet
-
-
-
-
-
-
-
-
-
Wesleyan ModHiRiskRewardInc
View Factsheet
3.3%
157 / 284
-
-
-
-
-
-
1.5%
Rathbone CorInvFdForCha
View Factsheet
2.7%
223 / 284
-
-
-
-
-
-
0.88%
Data provided by

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