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
CF Greenmount
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0.5%
263 / 287
39.7%
1 / 269
32.3%
41 / 245
46.5%
131 / 209
1.3%
FP MA DRP VIII
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2.5%
18 / 287
37.4%
2 / 269
31%
55 / 245
26.7%
203 / 209
0.48%
HSBC Wld Seltn Advntr Pfl
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2.2%
43 / 287
37.2%
3 / 269
-
-
-
-
0.82%
SVS TPI Aggressive 1
View Factsheet
2.9%
7 / 287
36.1%
4 / 269
-
-
-
-
1.08%
HSBC Gbl Strat Dyn Pfl
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2.2%
-
33.4%
-
47%
-
68.3%
-
0.49%
Old Mutual CiriliumDynPas
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1.9%
83 / 287
32.8%
6 / 269
41.1%
7 / 245
-
-
0.85%
SVS TPI Growth 2
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2.5%
16 / 287
32.6%
7 / 269
-
-
-
-
1.07%
Orbis Gbl Bal
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1.2%
215 / 287
32.5%
8 / 269
45.5%
3 / 245
-
-
-
Rathbone Sussex Growth
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1.4%
180 / 287
32.3%
9 / 269
30.2%
61 / 245
62.6%
23 / 209
1.31%
S&W Pityoulish
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2%
67 / 287
31.9%
10 / 269
31.9%
44 / 245
62.3%
25 / 209
1.42%
FP MA DRP VII
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2%
66 / 287
31.3%
11 / 269
24.8%
144 / 245
41.3%
170 / 209
0.3%
CF Navajo
View Factsheet
1.1%
229 / 287
31.3%
12 / 269
33.7%
26 / 245
52.4%
81 / 209
1.48%
S&W Millbank East River
View Factsheet
2.2%
51 / 287
31.3%
13 / 269
33.2%
29 / 245
49.1%
112 / 209
1.42%
Scot Wid Advn Gth
View Factsheet
1.8%
115 / 287
30.6%
14 / 269
26.3%
121 / 245
55.4%
58 / 209
1.75%
S&W Millbank Peapod
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2.1%
57 / 287
30.5%
16 / 269
32.2%
42 / 245
47.7%
124 / 209
1.43%
Vanguard LifeStrategy80%Equi
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1.8%
104 / 287
30.2%
17 / 269
42%
5 / 245
70.6%
6 / 209
0.22%
S&W MF
View Factsheet
1.6%
152 / 287
29.9%
19 / 269
36.4%
14 / 245
58.4%
37 / 209
1.41%
S&W Acacia
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3.7%
1 / 287
29.8%
20 / 269
33.7%
27 / 245
84.2%
3 / 209
0.51%
S&W Ourax
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0.9%
242 / 287
29.7%
21 / 269
32.8%
38 / 245
58.2%
40 / 209
-
CF Circus
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0.6%
261 / 287
29.6%
23 / 269
31.2%
50 / 245
42.4%
157 / 209
1.21%
Premier Liberation VII
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2.2%
-
29.4%
-
29.5%
-
53.8%
-
2.55%
Old Mutual Fdtn 4
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2.3%
-
29.4%
-
-
-
-
-
1.29%
NFU Mutual Mixed Pfl 40-85% Shrs
View Factsheet
2.1%
-
29%
-
22.9%
-
40.1%
-
1.36%
Omnis MM Adven
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2.4%
31 / 287
28.8%
25 / 269
32%
43 / 245
60.6%
30 / 209
1.46%
Marks & Spencer Worldwide Mgd
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2.2%
41 / 287
28.7%
26 / 269
32.9%
36 / 245
58.4%
38 / 209
1.56%
FP 8AM Focussed
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2.5%
20 / 287
28.7%
27 / 269
28.2%
84 / 245
-
-
3.06%
Premier Diversified
View Factsheet
3.1%
-
28.5%
-
33.9%
-
49.9%
-
1.17%
Scot Wid Stgc Gth Pfl
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1.8%
106 / 287
28.2%
30 / 269
27.4%
96 / 245
51.9%
84 / 209
1.57%
FP MA DRP VI
View Factsheet
1.8%
116 / 287
28.2%
31 / 269
28.1%
87 / 245
-
-
0.3%
S&W Lancaster
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2.5%
19 / 287
28.2%
32 / 269
25.2%
139 / 245
39.8%
175 / 209
1.93%
CF New Floco
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1%
237 / 287
28.1%
33 / 269
50.5%
1 / 245
89.7%
2 / 209
0.88%
Old Mutual Cirilium Mod
View Factsheet
1.9%
-
27.8%
-
31.1%
-
59.9%
-
1.99%
BlackRock Vol Strat IV
View Factsheet
2.8%
-
27.8%
-
35.3%
-
-
-
-
S&W Blu-Frog Investment
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-1.1%
287 / 287
27.8%
36 / 269
29.9%
64 / 245
65.1%
19 / 209
1.21%
M&G Episode Growth
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3.1%
-
27.7%
-
26.4%
-
47.4%
-
1.15%
Old Mutual CiriliumModPas
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1.7%
123 / 287
27.7%
37 / 269
37.3%
11 / 245
-
-
0.85%
Neptune Balanced
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2.4%
-
27.2%
-
23.3%
-
36.8%
-
1.62%
S&W Sylvan Hornbeam
View Factsheet
-0.5%
285 / 287
27.1%
41 / 269
22.3%
185 / 245
54.1%
69 / 209
0.64%
WSSF 5 Aggressive Pfl
View Factsheet
1.7%
-
27.1%
-
30%
-
56.9%
-
1.58%
IFSL Sinfonia Advntrs Gth Pfl
View Factsheet
1.7%
125 / 287
27%
42 / 269
27.4%
97 / 245
53.5%
72 / 209
1.05%
Scot Wid IPS Growth Portfolio
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1.7%
-
26.9%
-
30.1%
-
58.9%
-
1.15%
Omnis Mgd Adven
View Factsheet
2.7%
9 / 287
26.8%
43 / 269
35.3%
17 / 245
68.5%
11 / 209
0.91%
BlackRock NURS II Consensus 85
View Factsheet
1.4%
-
26.8%
-
33.2%
-
53.8%
-
-
Rathbone Sherwood
View Factsheet
0.1%
278 / 287
26.8%
45 / 269
27.4%
95 / 245
50.9%
92 / 209
1.2%
CF OHP
View Factsheet
0.7%
257 / 287
26.7%
46 / 269
34.8%
21 / 245
50.7%
94 / 209
1.45%
CF JOHIM Arbor
View Factsheet
0.7%
255 / 287
26.6%
47 / 269
29%
71 / 245
41.3%
171 / 209
1.48%
Thesis Oenoke
View Factsheet
1.6%
154 / 287
26.6%
49 / 269
40%
8 / 245
56.5%
50 / 209
1.08%
Zurich Horizon Multi-Asset IV
View Factsheet
2.3%
40 / 287
26.5%
50 / 269
41.6%
6 / 245
-
-
0.81%
Royal London Sus Wrld Trst
View Factsheet
2.6%
14 / 287
26.3%
51 / 269
44.3%
4 / 245
96.1%
1 / 209
0.78%
Barclays Wealth Gbl Mkts 4
View Factsheet
2.2%
-
26%
-
21.8%
-
34.5%
-
0.75%
CF The Abbotsford
View Factsheet
0.8%
245 / 287
26%
53 / 269
24.8%
145 / 245
53.3%
73 / 209
1.12%
BlackRock Vol Strat III
View Factsheet
2.4%
23 / 287
25.9%
54 / 269
36%
16 / 245
-
-
-
Baillie Gifford Managed
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2.1%
-
25.8%
-
32.3%
-
57%
-
1.55%
HSBC Gbl Strat Bal Pfl
View Factsheet
1.8%
-
25.7%
-
36%
-
53.7%
-
0.49%
Sand Aire First Ilona LgTm Cap
View Factsheet
0.9%
241 / 287
25.6%
55 / 269
28.3%
82 / 245
47.1%
127 / 209
1.12%
S&W Gloucester
View Factsheet
0.3%
270 / 287
25.3%
56 / 269
28.5%
78 / 245
47.8%
123 / 209
0.86%
Scot Wid Progressive Pfl
View Factsheet
1.6%
145 / 287
25.3%
58 / 269
30.9%
57 / 245
60.9%
29 / 209
2%
L&G Multi-Index Income 6
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1.5%
-
25.1%
-
-
-
-
-
0.32%
Sand Aire First Ilona Bal Cap
View Factsheet
1.3%
205 / 287
25%
61 / 269
26.6%
114 / 245
41.8%
167 / 209
1.09%
SVS Cornelian Progressive
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1.3%
197 / 287
24.9%
64 / 269
33%
34 / 245
69.1%
9 / 209
1.26%
Aberdeen Divfd Cre Advntr
View Factsheet
2%
-
24.8%
-
-
-
-
-
1%
Architas MA Active Prog
View Factsheet
1.9%
79 / 287
24.8%
67 / 269
31.8%
45 / 245
56.3%
52 / 209
1.5%
S&W Sylvan Bromfield
View Factsheet
-0.9%
286 / 287
24.7%
69 / 269
26.5%
117 / 245
63.4%
21 / 209
1.04%
Scot Wid Progressive Growth
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1.5%
168 / 287
24.7%
70 / 269
26.2%
126 / 245
48%
122 / 209
1.77%
PUTM Growth
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1.7%
137 / 287
24.6%
71 / 269
27.7%
92 / 245
55.1%
60 / 209
0.19%
Santander Bal Intl Tracking
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1.6%
156 / 287
24.6%
72 / 269
27.5%
94 / 245
51.8%
85 / 209
1.5%
L&G Multi-Index 6
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1.8%
-
24.6%
-
32.2%
-
-
-
0.5%
Close Tactical Slct Psv Bln
View Factsheet
1.7%
136 / 287
24.6%
73 / 269
31.6%
48 / 245
50.3%
102 / 209
0.51%
HL MMgrBalMgd
View Factsheet
1.8%
99 / 287
24.5%
74 / 269
30.5%
59 / 245
61.7%
26 / 209
-
S&W Pendennis
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2.1%
58 / 287
24.5%
75 / 269
32.6%
39 / 245
56.6%
48 / 209
0.79%
HC Sequel Gbl Trg Inc Str
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2.6%
13 / 287
24.4%
77 / 269
33.2%
30 / 245
65.7%
17 / 209
1.64%
Stan Life Inv Gbl Advtg
View Factsheet
1.6%
-
24.4%
-
24.1%
-
54.6%
-
1.03%
Rathbone Spenser
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0.2%
-
24.4%
-
24.4%
-
40%
-
1.11%
Clmt Ass
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1.3%
-
24.3%
-
32.5%
-
61.6%
-
1.71%
7IM Moderately Adventurous
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2.2%
50 / 287
24.3%
79 / 269
26.7%
112 / 245
52.9%
78 / 209
1.34%
Schroder Managed Balanced
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1.6%
-
24.2%
-
25.9%
-
54.8%
-
0.6%
Invesco Perp Managed Income
View Factsheet
1%
-
24.1%
-
30%
-
64.3%
-
1.83%
L&G Mixed Investment 40-85%
View Factsheet
1.5%
-
24.1%
-
27.1%
-
44.6%
-
1.43%
WSSF 4 Progressive Pfl
View Factsheet
1.7%
-
24%
-
27.2%
-
51%
-
1.6%
Aviva Inv MM 40-85% shares
View Factsheet
1.6%
-
24%
-
26.4%
-
53.4%
-
2.22%
CF Helm Investment
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1%
234 / 287
23.9%
84 / 269
25.3%
136 / 245
32%
196 / 209
1.9%
Carvetian Edenbeg
View Factsheet
-0.2%
282 / 287
23.7%
86 / 269
24.1%
157 / 245
45.2%
134 / 209
0.94%
Aberdeen Multi Asset
View Factsheet
1.4%
186 / 287
23.6%
88 / 269
23.3%
171 / 245
41.9%
165 / 209
0.93%
TM Levitas A
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2.3%
-
23.6%
-
25.1%
-
-
-
2.4%
CF Gulland
View Factsheet
0.8%
244 / 287
23.6%
89 / 269
38.1%
9 / 245
62.6%
22 / 209
1.35%
7IM AAP Moderately Advtur
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1.9%
90 / 287
23.6%
90 / 269
26.9%
108 / 245
49.4%
107 / 209
0.6%
COURTIERS TR Balanced Risk
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1.9%
78 / 287
23.6%
91 / 269
33.4%
28 / 245
64.8%
20 / 209
-
CF New Grande Motte
View Factsheet
-0.4%
283 / 287
23.5%
92 / 269
34.4%
24 / 245
55.4%
57 / 209
1.13%
Thesis Lockerley
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2.3%
32 / 287
23.4%
94 / 269
27.9%
90 / 245
50.4%
100 / 209
1.43%
S&W The Touchstone
View Factsheet
0.2%
274 / 287
23.4%
95 / 269
22.7%
181 / 245
-
-
1.41%
IFSL Sinfonia Bal Mgd Pfl
View Factsheet
1.4%
189 / 287
23.4%
96 / 269
26.5%
115 / 245
51.2%
90 / 209
1.04%
Scot Wid Dyn Sol
View Factsheet
1.8%
-
23.4%
-
23.2%
-
50.9%
-
1.88%
Alliance Trust SF Managed
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2.5%
17 / 287
23.4%
97 / 269
29.6%
67 / 245
68.2%
13 / 209
0.85%
Fidelity MA Open Grth
View Factsheet
1.2%
-
23.4%
-
21.8%
-
36.7%
-
1.99%
Thesis Wharton
View Factsheet
2.2%
42 / 287
23.3%
101 / 269
26.2%
124 / 245
41.8%
166 / 209
1.39%
Lazard Managed Balanced
View Factsheet
2.3%
-
23.3%
-
26.3%
-
52.5%
-
1.56%
FP Brompton Global Growth
View Factsheet
1.7%
144 / 287
23.3%
102 / 269
27.2%
102 / 245
-
-
1.79%
Vanguard LifeStrategy60%Equi
View Factsheet
1.6%
158 / 287
23.1%
103 / 269
35.3%
18 / 245
57.8%
45 / 209
0.22%
UBS Global Allocation UK
View Factsheet
1.6%
-
23.1%
-
21.8%
-
46.1%
-
1.06%
Marlborough Balanced
View Factsheet
1.9%
-
23.1%
-
24.5%
-
46.2%
-
2.62%
Thesis Stratford
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2.3%
39 / 287
23.1%
104 / 269
24%
158 / 245
44%
146 / 209
1.39%
Ttl Clarty Prtf 5
View Factsheet
1.7%
126 / 287
23%
105 / 269
28.5%
77 / 245
48.5%
120 / 209
0.73%
Carvetian Aetos
View Factsheet
-0.1%
281 / 287
23%
107 / 269
21.5%
196 / 245
39.8%
176 / 209
0.7%
CF Resilient MM Balanced Managed
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1.9%
84 / 287
22.9%
108 / 269
28.5%
79 / 245
48.9%
115 / 209
1.25%
Practical Investment
View Factsheet
3.3%
3 / 287
22.9%
109 / 269
20.3%
211 / 245
67.6%
14 / 209
1.16%
SJP Managed Growth
View Factsheet
1.3%
196 / 287
22.9%
110 / 269
24.8%
143 / 245
57.9%
44 / 209
1.54%
FP MA DRP V
View Factsheet
1.6%
159 / 287
22.8%
112 / 269
23%
180 / 245
43.6%
148 / 209
0.23%
Thesis Optima Growth
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2.2%
-
22.8%
-
28.1%
-
57.2%
-
1.64%
TM Balanced
View Factsheet
2%
72 / 287
22.7%
115 / 269
31.1%
53 / 245
56.9%
47 / 209
1.28%
Fidelity Ml Ast Grth
View Factsheet
1.1%
-
22.7%
-
27%
-
40.7%
-
1.63%
TM UBSUKGbl Growth
View Factsheet
1.6%
-
22.6%
-
25.4%
-
49%
-
1.1%
Invesco Perp Gbl Bal Ind
View Factsheet
2.2%
47 / 287
22.6%
118 / 269
31.5%
49 / 245
62.5%
24 / 209
0.7%
Thesis The Global Multi Asset
View Factsheet
1.9%
-
22.6%
-
28%
-
50.8%
-
2.26%
The Dream Trust
View Factsheet
1.3%
199 / 287
22.6%
120 / 269
23%
179 / 245
33.6%
192 / 209
0.94%
CF Canlife Portfolio VI
View Factsheet
1.9%
-
22.6%
-
25.8%
-
-
-
1.33%
S&W Plain Andrews
View Factsheet
1.2%
213 / 287
22.6%
121 / 269
21.6%
195 / 245
32.4%
195 / 209
1.52%
HC Sequel Bal Tgt Rtn Strtgy
View Factsheet
1.7%
142 / 287
22.5%
122 / 269
21.9%
189 / 245
-
-
1.98%
Your Portfolio VI
View Factsheet
1.8%
103 / 287
22.4%
123 / 269
28.2%
85 / 245
-
-
1.6%
Premier MultiAsset Gth & Inc
View Factsheet
1.9%
-
22.4%
-
34.7%
-
75.3%
-
2.46%
MI Hawksmoor Dist
View Factsheet
1.6%
160 / 287
22.3%
126 / 269
30.2%
62 / 245
-
-
1.78%
S&W Headway
View Factsheet
1.2%
219 / 287
22.1%
127 / 269
24.1%
156 / 245
35.3%
190 / 209
1.82%
Sarasin FoF-Gbl Div Grw
View Factsheet
1.9%
-
22%
-
-
-
-
-
2.34%
F&C MM Navigator Progressive
View Factsheet
2%
-
21.9%
-
25.1%
-
56.6%
-
2.54%
BlackRock Bal Growth Pfl
View Factsheet
2.1%
-
21.9%
-
20.1%
-
40.6%
-
1.72%
BlackRock Armed Frcs Com Inv
View Factsheet
1.7%
128 / 287
21.9%
131 / 269
31.7%
46 / 245
58.2%
39 / 209
-
S&W Marathon
View Factsheet
2.3%
35 / 287
21.8%
132 / 269
28.7%
75 / 245
52.3%
82 / 209
0.99%
Thesis PM
View Factsheet
2%
-
21.8%
-
33.4%
-
53.5%
-
1.28%
Omnis Mgd Bal
View Factsheet
2.3%
38 / 287
21.8%
135 / 269
29.9%
65 / 245
59.5%
31 / 209
0.87%
AXA FrmlngtnMgdBal
View Factsheet
1.3%
-
21.7%
-
22.2%
-
51.5%
-
1.32%
Premier Liberation V
View Factsheet
1.4%
-
21.7%
-
26.3%
-
51.6%
-
2.28%
BlackRock Bal Managed
View Factsheet
2%
74 / 287
21.7%
139 / 269
20.2%
213 / 245
41.6%
169 / 209
1.55%
Stan Life Inv MF MM I V
View Factsheet
1.8%
-
21.7%
-
27%
-
50.5%
-
1.61%
FP New Horizon Gth
View Factsheet
2.1%
-
21.7%
-
27.4%
-
43.1%
-
1.69%
BlackRock Charifaith ComInv
View Factsheet
1.4%
-
21.7%
-
27.3%
-
50.9%
-
-
BlackRock NURS II Consensus 70
View Factsheet
1.1%
-
21.6%
-
27.8%
-
-
-
-
MGTS Fut Money Dyn Gth
View Factsheet
1.8%
-
21.4%
-
19.1%
-
46.7%
-
2.3%
ACUMEN Progressive Ptfl
View Factsheet
2%
75 / 287
21.4%
143 / 269
-
-
-
-
1.26%
The Buckingham
View Factsheet
0.7%
259 / 287
21.4%
144 / 269
18.7%
220 / 245
24.7%
206 / 209
1.31%
IFSL James Hambro Barnham Broom
View Factsheet
1.2%
217 / 287
21.4%
145 / 269
25.3%
135 / 245
-
-
1.49%
CF Canlife Balanced
View Factsheet
1.1%
-
21.4%
-
26.2%
-
49.6%
-
1.29%
Fidelity Ml Ast All Gr
View Factsheet
0.1%
-
21.3%
-
21.4%
-
31.4%
-
1.2%
Threadneedle Navigator Gth Mgd
View Factsheet
1.9%
98 / 287
21.2%
147 / 269
26.2%
127 / 245
57.7%
46 / 209
1.48%
EdenTree Higher Income
View Factsheet
0.4%
-
21.1%
-
20.8%
-
47.1%
-
1.29%
Sentinel Unvrsl Prtflo
View Factsheet
1.6%
-
21.1%
-
27.2%
-
51.6%
-
2.02%
Close Managed Balanced
View Factsheet
1.8%
-
21.1%
-
22.6%
-
44.5%
-
1.92%
Jupiter Merlin Bal Pfl
View Factsheet
1.8%
-
21%
-
30%
-
52.5%
-
2.38%
CF Seneca Diversified Growth
View Factsheet
1.5%
-
21%
-
20.1%
-
45%
-
1.96%
FP Tatton Oak Capital Growth
View Factsheet
1.3%
-
20.9%
-
24.3%
-
47.1%
-
1.72%
Henderson Multi Mngr Managed
View Factsheet
1.9%
-
20.8%
-
22.8%
-
49.8%
-
2.37%
Virgin Bd Glt UK and Overseas Share
View Factsheet
1.1%
225 / 287
20.8%
153 / 269
-
-
-
-
-
CF New Viaduct
View Factsheet
0.7%
256 / 287
20.8%
154 / 269
36.1%
15 / 245
73.7%
5 / 209
1.23%
SVS Cornelian Growth
View Factsheet
1.2%
-
20.8%
-
26.3%
-
53.8%
-
1.45%
Family Balanced International
View Factsheet
1.9%
89 / 287
20.7%
156 / 269
21.8%
192 / 245
39.6%
177 / 209
-
The Hendom
View Factsheet
1%
232 / 287
20.7%
157 / 269
24.9%
141 / 245
44.7%
137 / 209
1.4%
Lib Bal
View Factsheet
1.9%
-
20.6%
-
22.4%
-
45.8%
-
2.03%
S&W Devonshire
View Factsheet
0.8%
243 / 287
20.6%
158 / 269
4%
245 / 245
26.8%
202 / 209
1.39%
Sarasin Alpha CIF fr Endm
View Factsheet
2.2%
46 / 287
20.6%
159 / 269
25.8%
131 / 245
55.9%
55 / 209
0.96%
TM UBS (UK) UK Growth
View Factsheet
1.8%
-
20.6%
-
22.3%
-
45.4%
-
1.2%
IFSL James Hambro Harrier Cap Gth
View Factsheet
1.2%
216 / 287
20.6%
161 / 269
25.2%
138 / 245
-
-
1.5%
IFSL James Hambro Master
View Factsheet
1.1%
226 / 287
20.5%
162 / 269
26.1%
128 / 245
53.6%
71 / 209
1%
SJP Balanced Managed
View Factsheet
1%
233 / 287
20.5%
164 / 269
20.8%
203 / 245
48.6%
116 / 209
1.68%
S&W Brighton Rock
View Factsheet
1.7%
130 / 287
20.4%
166 / 269
27.3%
100 / 245
54%
70 / 209
1.53%
HC Stirling House Growth
View Factsheet
1.9%
81 / 287
20.4%
167 / 269
27.3%
98 / 245
-
-
1.73%
VT The Prestney
View Factsheet
1.8%
117 / 287
20.4%
170 / 269
26.5%
116 / 245
34.4%
191 / 209
1.2%
Zurich Hrzn MA III
View Factsheet
2.1%
62 / 287
20.3%
172 / 269
33%
32 / 245
-
-
0.82%
Royal Bank of Scot Balanced Growth
View Factsheet
1.4%
187 / 287
20.2%
174 / 269
24.6%
150 / 245
50.4%
97 / 209
1.98%
L&G Multi-Index 5
View Factsheet
1.4%
-
20.2%
-
30.5%
-
-
-
0.5%
IFSL James Hambro Penrhos
View Factsheet
1.3%
209 / 287
20.1%
175 / 269
23.6%
167 / 245
49.4%
108 / 209
2.12%
Carvetian Andromeda Growth
View Factsheet
1%
235 / 287
20.1%
176 / 269
25.2%
137 / 245
46.8%
129 / 209
1.33%
SVS TPI Balanced 3
View Factsheet
1.2%
220 / 287
20.1%
177 / 269
-
-
-
-
1.31%
TM Credit Suisse Growth
View Factsheet
1.3%
-
20.1%
-
-
-
-
-
-
Newton Gbl Balanced
View Factsheet
1.9%
91 / 287
20.1%
179 / 269
30.1%
63 / 245
53.1%
76 / 209
0.5%
Stan Life Wealth Bal Bridge
View Factsheet
2.1%
60 / 287
20%
180 / 269
27.6%
93 / 245
43.6%
150 / 209
1.02%
IFSL TlyBtnvAdPasAgGthPfl
View Factsheet
1.7%
134 / 287
20%
181 / 269
-
-
-
-
-
L&G Multi-Index Income 5
View Factsheet
1.3%
-
20%
-
-
-
-
-
0.31%
S&W Knotts Investment
View Factsheet
0.5%
264 / 287
19.9%
182 / 269
16.7%
228 / 245
43.3%
152 / 209
1.03%
Royal Bank of Scot Balanced
View Factsheet
1.4%
-
19.9%
-
24.4%
-
44.6%
-
-
MGTS Greystone Bal Managed
View Factsheet
2.3%
-
19.9%
-
28.1%
-
51.3%
-
2.52%
MGTS Clarion Meridian Ptfl
View Factsheet
1.9%
95 / 287
19.9%
185 / 269
23.2%
173 / 245
51.9%
83 / 209
1.71%
CF Dartmoor
View Factsheet
1.4%
184 / 287
19.8%
186 / 269
22.3%
187 / 245
37.1%
186 / 209
2.05%
McInroy & Wood Balanced
View Factsheet
0.8%
246 / 287
19.8%
187 / 269
35.2%
19 / 245
54.2%
67 / 209
1.13%
Schroder MM Dvrsty Bln
View Factsheet
0.9%
-
19.7%
-
20.1%
-
51.6%
-
1.81%
HSBC Ash
View Factsheet
0.7%
253 / 287
19.7%
189 / 269
24.9%
142 / 245
56.3%
51 / 209
0.82%
Henderson Inst Gbl Care Mgd
View Factsheet
1.5%
-
19.7%
-
26.3%
-
62.5%
-
1.7%
CF PruDy40-80Pf
View Factsheet
1.4%
-
19.6%
-
24.3%
-
44.7%
-
2.33%
VT MSInSfGth Strat
View Factsheet
1.5%
-
19.6%
-
-
-
-
-
1.43%
Margetts Select Strategy
View Factsheet
1.9%
-
19.5%
-
22.4%
-
50.1%
-
2.21%
Thesis Palfrey
View Factsheet
1.9%
96 / 287
19.5%
191 / 269
20.7%
204 / 245
42.3%
160 / 209
1.47%
CF PrudentialDynFsd 40-80Pfl
View Factsheet
1.4%
190 / 287
19.3%
194 / 269
-
-
-
-
1.6%
Thesis Juniper
View Factsheet
2.2%
45 / 287
19.2%
196 / 269
30.3%
60 / 245
54.3%
66 / 209
0.63%
L&G MM Balanced Trust
View Factsheet
1.4%
-
19.2%
-
19.1%
-
24.8%
-
1.75%
Aberdeen MMgr Bal Mgd Pfl
View Factsheet
1.1%
-
19.2%
-
19.8%
-
44.8%
-
2.39%
HSBC Balanced
View Factsheet
1.3%
-
19.1%
-
22.8%
-
42.3%
-
1.69%
Margetts Sentinel Gth Pfl
View Factsheet
1.7%
143 / 287
19.1%
199 / 269
-
-
-
-
1.22%
TB Doherty Balanced Mgd
View Factsheet
0.6%
-
19%
-
21.5%
-
41.1%
-
2.39%
Scot Wid Stgc Sol
View Factsheet
1.4%
-
19%
-
18.5%
-
42.6%
-
1.89%
TB Doherty Active Mgd
View Factsheet
0.7%
-
18.9%
-
20%
-
42.5%
-
2.34%
IFSL James Hambro Rires
View Factsheet
1.8%
112 / 287
18.9%
202 / 269
26.3%
122 / 245
49.9%
104 / 209
1.43%
SJP Strategic Managed
View Factsheet
1.8%
-
18.6%
-
21.2%
-
42%
-
1.63%
Man GLG Balanced Managed
View Factsheet
1.4%
-
18.5%
-
17%
-
50.4%
-
1.65%
Threadneedle Gbl Eq & Bd
View Factsheet
1.7%
-
18.5%
-
25.9%
-
51.5%
-
1.58%
CF Canlife Portfolio V
View Factsheet
1.4%
-
18.5%
-
25.1%
-
-
-
1.29%
Your Portfolio V
View Factsheet
1.6%
151 / 287
18.4%
205 / 269
24.6%
149 / 245
-
-
1.55%
Old Mutual Managed
View Factsheet
1.8%
-
18.3%
-
21.5%
-
57.9%
-
1.37%
Alliance Trust SF Caut Mngd
View Factsheet
2.1%
59 / 287
18.3%
206 / 269
-
-
-
-
1.05%
Newton Gth and Inc For Chrts
View Factsheet
2.5%
21 / 287
18.3%
207 / 269
-
-
-
-
0.65%
IFSL Tlny Btinv Aggsv Gth Pfl
View Factsheet
1.8%
-
18.3%
-
24.1%
-
51.2%
-
2.34%
Smith & Williamson MMEnduraBal
View Factsheet
1.9%
-
18.3%
-
19.4%
-
37.7%
-
1.94%
Santander Max70%ShUT
View Factsheet
1.6%
153 / 287
18.3%
208 / 269
23.3%
170 / 245
42%
164 / 209
0.91%
IFSL Brooks Macdd Bal
View Factsheet
2.1%
-
18.2%
-
19.6%
-
40.4%
-
2.14%
HC KB Endeavour MA Balanced
View Factsheet
1.5%
175 / 287
18.2%
210 / 269
21.3%
199 / 245
30.6%
197 / 209
2.23%
CF Institutional World
View Factsheet
1.1%
221 / 287
17.8%
213 / 269
28.4%
80 / 245
50.4%
98 / 209
0.98%
SVS Brown Shipley Balanced
View Factsheet
1.6%
-
17.6%
-
-
-
-
-
1.77%
CF Cranmer
View Factsheet
0.4%
266 / 287
17.6%
216 / 269
15.9%
233 / 245
35.4%
189 / 209
1.76%
Newton Multi-Asset Bal
View Factsheet
1.2%
-
17.5%
-
24.2%
-
42.5%
-
0.84%
S&W Norton
View Factsheet
1.5%
171 / 287
17.5%
218 / 269
26.7%
111 / 245
46.2%
132 / 209
1.4%
MFM Hathaway
View Factsheet
1.9%
-
17.4%
-
23.8%
-
70.8%
-
1.59%
Elite Balanced
View Factsheet
2%
-
17.2%
-
19.6%
-
44.3%
-
2.35%
Stonehage Fleming Gbl Gth Ptfl
View Factsheet
2.3%
-
17.2%
-
17.1%
-
33.1%
-
1.87%
TM UBS (UK) UK Income Focus
View Factsheet
1.7%
-
17.2%
-
17%
-
37.7%
-
1.1%
CF Packel Global
View Factsheet
0.6%
260 / 287
17.2%
222 / 269
26.7%
110 / 245
37.9%
183 / 209
1.39%
IFSL James Hambro Harrier Bal
View Factsheet
1.1%
222 / 287
17.1%
223 / 269
-
-
-
-
1.5%
Scot Wid Bal Gth
View Factsheet
1.2%
210 / 287
17.1%
224 / 269
20.5%
207 / 245
38.9%
178 / 209
1.81%
Hawthorn Portfolio
View Factsheet
0.9%
240 / 287
17.1%
225 / 269
19.4%
217 / 245
44.1%
143 / 209
1.28%
Lib Stgc
View Factsheet
1.7%
-
17%
-
19.4%
-
34%
-
2.48%
Fidelity Ml AssInc&Gth
View Factsheet
1.3%
207 / 287
17%
226 / 269
25.4%
133 / 245
-
-
1.27%
SF Positive
View Factsheet
1.8%
100 / 287
16.9%
228 / 269
23.9%
161 / 245
48%
121 / 209
2%
CF New Villture
View Factsheet
1.8%
109 / 287
16.9%
229 / 269
23.2%
174 / 245
42.4%
158 / 209
1.26%
City Financial Ml Ass Gth
View Factsheet
0.3%
-
16.9%
-
10.6%
-
34.7%
-
2.5%
Carvetian Fenix Balanced
View Factsheet
-0.4%
284 / 287
16.9%
230 / 269
16.6%
229 / 245
38.5%
181 / 209
1.22%
CF Robin
View Factsheet
1.6%
155 / 287
16.6%
231 / 269
23.2%
175 / 245
38.7%
179 / 209
1.39%
SVS Church House Bal Eq Inc
View Factsheet
1.3%
195 / 287
16.5%
232 / 269
16.5%
231 / 245
48.5%
118 / 209
1.58%
Scot Wid Bal Sol
View Factsheet
1.2%
-
16.4%
-
16.2%
-
37.6%
-
1.9%
HC Stirling House Baln
View Factsheet
1.8%
105 / 287
16.2%
234 / 269
23.2%
172 / 245
-
-
1.82%
Barclays Growth Portfolio
View Factsheet
2.5%
-
16.1%
-
9.1%
-
31.7%
-
-
FP Thoroughbred Core Alpha
View Factsheet
1.7%
127 / 287
15.8%
237 / 269
19.9%
215 / 245
44.5%
140 / 209
1.34%
Latour Growth
View Factsheet
1.7%
132 / 287
15.7%
238 / 269
22.5%
183 / 245
43.3%
151 / 209
1.8%
Thesis Northern Lights
View Factsheet
1.7%
133 / 287
15.7%
239 / 269
19.8%
216 / 245
-
-
1.32%
TM Private Portfolio
View Factsheet
0.9%
239 / 287
15.6%
240 / 269
21.3%
200 / 245
54.4%
65 / 209
1.07%
Crystal
View Factsheet
2.1%
53 / 287
15.4%
242 / 269
30.7%
58 / 245
32.9%
193 / 209
1.18%
EFA Eden SRI
View Factsheet
1.5%
166 / 287
15.3%
243 / 269
17.7%
225 / 245
-
-
2.13%
Old Mutual Gen Target 5
View Factsheet
1.6%
-
15.3%
-
-
-
-
-
1.87%
TM Managed
View Factsheet
1.5%
163 / 287
15.3%
244 / 269
20.3%
212 / 245
42.2%
162 / 209
1.51%
Barclays Dividend & Growth
View Factsheet
2.5%
-
15.2%
-
11.8%
-
37.3%
-
-
CF Drygate
View Factsheet
0.1%
277 / 287
15.1%
245 / 269
16.6%
230 / 245
45.1%
135 / 209
1.42%
Carvetian Marley Investment
View Factsheet
0.3%
271 / 287
14.9%
246 / 269
17.3%
226 / 245
36.4%
188 / 209
1.15%
S&W Quercus
View Factsheet
-0.1%
280 / 287
14.9%
247 / 269
16.8%
227 / 245
25.5%
205 / 209
1.17%
IFSL Tlny Btinv Gth Pfl
View Factsheet
1.4%
-
14.8%
-
20.8%
-
45.3%
-
2.29%
Carvetian Havenrock
View Factsheet
0.9%
238 / 287
14.7%
249 / 269
18.1%
222 / 245
27.7%
200 / 209
0.99%
Legal and General Rl Inc Bldr
View Factsheet
0.4%
-
14.5%
-
-
-
-
-
0.04%
Your Portfolio IV
View Factsheet
1.4%
181 / 287
14.5%
250 / 269
20.5%
205 / 245
-
-
1.5%
L&G Real Income Builder
View Factsheet
0.4%
267 / 287
14.4%
251 / 269
-
-
-
-
-
EdenTree Amity Bal FdFor Chrt
View Factsheet
1.1%
224 / 287
14.1%
252 / 269
23.6%
166 / 245
49.2%
109 / 209
0.86%
Jupiter Dist and Gth
View Factsheet
1.4%
-
13.8%
-
17.8%
-
51.1%
-
1.79%
McInroy & Wood Income
View Factsheet
0.8%
247 / 287
13.8%
254 / 269
20.4%
210 / 245
43.6%
149 / 209
1.13%
SVS TPI Balanced 1
View Factsheet
1.9%
82 / 287
13.3%
256 / 269
-
-
-
-
0.85%
Scot Wid Disc Sol
View Factsheet
1%
-
13.2%
-
13.1%
-
32.6%
-
1.61%
Close Balanced Portfolio
View Factsheet
1.9%
-
13%
-
16.8%
-
39.2%
-
1.58%
Carvetian Andromeda Income
View Factsheet
0.8%
250 / 287
13%
257 / 269
17.8%
223 / 245
32.9%
194 / 209
1.27%
Baring Targeted Return
View Factsheet
1.6%
157 / 287
13%
258 / 269
15.9%
232 / 245
30.2%
198 / 209
-
JPM Balanced Managed
View Factsheet
1.4%
-
12.9%
-
24%
-
59.9%
-
0.65%
Stonehage Fleming Gbl Bal Ptfl
View Factsheet
2%
-
12.7%
-
12.9%
-
25%
-
1.62%
Scottish Friendly Managed Growth
View Factsheet
2.3%
36 / 287
11.6%
261 / 269
18.4%
221 / 245
50.7%
95 / 209
1.46%
CF Ruffer European
View Factsheet
2.6%
15 / 287
10.8%
262 / 269
10.4%
240 / 245
42.8%
156 / 209
1.28%
SVS TPI Cautious 5
View Factsheet
0.7%
254 / 287
10.3%
264 / 269
-
-
-
-
1.23%
Fidelity Moneybuilder Bln
View Factsheet
2.4%
-
10%
-
20.4%
-
47.9%
-
1.2%
IFSL Galatea Opportunity
View Factsheet
0.7%
-
7.9%
-
9.1%
-
18.9%
-
2.5%
CF Odey Pfl
View Factsheet
0.1%
-
7%
-
4.7%
-
40.9%
-
1.73%
TM Fulcrum Diversified Growth
View Factsheet
1.3%
-
6.9%
-
4.6%
-
22.9%
-
-
Sentinel Dfnsve Prtflo
View Factsheet
0.3%
-
4.2%
-
7.1%
-
19.1%
-
1.41%
MI Temple Relative Return
View Factsheet
3.6%
2 / 287
-
-
-
-
-
-
2%
MGTS IBOSS 4
View Factsheet
1.6%
148 / 287
-
-
-
-
-
-
0.93%
Royal London GMAP Growth
View Factsheet
1.3%
-
-
-
-
-
-
-
0.55%
Royal London GMAP Adventurous
View Factsheet
0.8%
251 / 287
-
-
-
-
-
-
0.55%
Vanguard Global Balanced
View Factsheet
1.1%
227 / 287
-
-
-
-
-
-
0.6%
SVS TPI Aggressive 6
View Factsheet
3.1%
6 / 287
-
-
-
-
-
-
0.6%
SVS TPI Growth 6
View Factsheet
2.8%
8 / 287
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlGrPf
View Factsheet
2.1%
-
-
-
-
-
-
-
-
IFSL TlyBtnGlAgGP
View Factsheet
-
-
-
-
-
-
-
-
-
SVS Cornelian Progressive RMP
View Factsheet
1.8%
102 / 287
-
-
-
-
-
-
-
SVS Cornelian Managed Gth RMP
View Factsheet
1.4%
191 / 287
-
-
-
-
-
-
-
SVS Cornelian Growth RMP
View Factsheet
1.7%
119 / 287
-
-
-
-
-
-
-
UBS (UK) Gbl Gth Allocation
View Factsheet
1.7%
121 / 287
-
-
-
-
-
-
0.89%
Volare Balanced
View Factsheet
0.8%
249 / 287
-
-
-
-
-
-
1.32%
Volare Growth
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0.5%
262 / 287
-
-
-
-
-
-
1.52%
Volare Strategic Income
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0.3%
273 / 287
-
-
-
-
-
-
1.51%
Wesleyan ModHiRiskRewardInc
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1.3%
-
-
-
-
-
-
-
2%
Rathbone CorInvFdForCha
View Factsheet
1.7%
135 / 287
-
-
-
-
-
-
0.88%
Data provided by

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