Investment funds in Specialist

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
WAY Charteris Gd Prcsml
View Factsheet
17.7%
1 / 125
148.4%
1 / 125
53.2%
15 / 115
-48.3%
90 / 91
1.78%
MFM Junior Gold
View Factsheet
9%
8 / 125
139.2%
2 / 125
51.3%
17 / 115
-65.9%
91 / 91
1.28%
Old Mutual JPM Nat Res
View Factsheet
5.8%
26 / 125
116.4%
3 / 125
10.2%
94 / 115
-
-
0.75%
JPM Natural Resources
View Factsheet
5.9%
25 / 125
113.6%
4 / 125
9.6%
95 / 115
-29.8%
86 / 91
0.93%
SF Petrhse Sm Cos Gold
View Factsheet
12.2%
5 / 125
101.1%
5 / 125
15.2%
-
-67.1%
-
4.65%
Smith & Williamson GblGld&Res
View Factsheet
11.6%
6 / 125
98.7%
6 / 125
66.4%
5 / 115
-26.4%
83 / 91
0.72%
CF Canlife Global Resource
View Factsheet
1.8%
92 / 125
92.6%
7 / 125
19.8%
62 / 115
-
-
1.15%
Neptune Russia & Gtr Rus
View Factsheet
6.3%
21 / 125
91.6%
8 / 125
10.9%
89 / 115
9.6%
68 / 91
1.05%
CF Ruffer Gold
View Factsheet
10.1%
7 / 125
88.5%
9 / 125
82.8%
4 / 115
-43.5%
88 / 91
1.33%
Investec Global Gold
View Factsheet
14%
4 / 125
86.5%
10 / 125
52.5%
16 / 115
-29.7%
85 / 91
0.98%
MFM Junior Oils Trust
View Factsheet
8%
11 / 125
86.3%
11 / 125
-37.4%
115 / 115
-46.9%
89 / 91
1.21%
BlackRock Gold & General
View Factsheet
14.5%
2 / 125
84.2%
12 / 125
59.2%
8 / 115
-30.8%
87 / 91
1.17%
Old Mutual Blckrk Gd & Gnr
View Factsheet
14.1%
3 / 125
82.6%
13 / 125
57%
11 / 115
-
-
0.85%
Aberdeen Latin American Eq
View Factsheet
8.2%
10 / 125
81.5%
14 / 125
19.7%
64 / 115
3.3%
72 / 91
1.28%
BlackRock Nat Res Gth & Inc
View Factsheet
5%
37 / 125
78.8%
15 / 125
31.9%
33 / 115
24.1%
56 / 91
0.99%
Artemis Global Energy
View Factsheet
4.2%
51 / 125
78.6%
16 / 125
-13.2%
113 / 115
-20.2%
82 / 91
1%
Scot Wid Latin American
View Factsheet
5.2%
32 / 125
78%
17 / 125
15.7%
73 / 115
-11.4%
78 / 91
2%
Investec Enhanced Nat Res
View Factsheet
3.9%
59 / 125
77.7%
18 / 125
29.8%
41 / 115
14.7%
66 / 91
0.92%
Invesco Perp Emerging Eurpn
View Factsheet
7.9%
12 / 125
76.6%
19 / 125
27.8%
45 / 115
42%
40 / 91
1.17%
Jupiter Emerging Euro Opps
View Factsheet
7.2%
17 / 125
68.6%
20 / 125
12.3%
86 / 115
18.6%
62 / 91
1.26%
JPM EmEurEq
View Factsheet
6%
23 / 125
65.9%
21 / 125
10.4%
92 / 115
20.8%
60 / 91
0.93%
Neptune Latin America
View Factsheet
8.5%
9 / 125
65.7%
22 / 125
13.6%
82 / 115
8%
69 / 91
1.3%
Investec Global Energy
View Factsheet
2.7%
80 / 125
63.7%
23 / 125
-4.3%
111 / 115
1.4%
75 / 91
0.89%
Threadneedle Latin Amer
View Factsheet
5.9%
24 / 125
61.9%
24 / 125
3.3%
101 / 115
-17.1%
80 / 91
0.91%
Stewart Investors Ltn Amr
View Factsheet
4.5%
45 / 125
61.2%
25 / 125
29.6%
42 / 115
24.7%
55 / 91
1.19%
Invesco Perp Latin American
View Factsheet
7%
18 / 125
59%
26 / 125
1.6%
105 / 115
-12%
79 / 91
1%
Fidelity EmEur Md Et Af
View Factsheet
5.1%
34 / 125
51%
27 / 125
24.3%
53 / 115
45.7%
37 / 91
1.1%
Aberdeen Estrn Eurpn Equty
View Factsheet
5.6%
29 / 125
49.2%
28 / 125
16.6%
70 / 115
32.2%
51 / 91
1.13%
F&C UK Equity Linked Inflation
View Factsheet
7.6%
14 / 125
48.8%
29 / 125
61.8%
7 / 115
104.3%
10 / 91
0.36%
SJP Ethical
View Factsheet
5.1%
35 / 125
41.6%
30 / 125
30.9%
37 / 115
51.1%
35 / 91
1.63%
HL MMgr Asia and Emg Mrkts
View Factsheet
4.8%
39 / 125
40.8%
31 / 125
-
-
-
-
-
Aberdeen Financial Equity
View Factsheet
4%
56 / 125
40.7%
32 / 125
34%
29 / 115
-
-
0.9%
Sarasin Food & Agri Opp
View Factsheet
2.4%
86 / 125
40%
33 / 125
43.2%
20 / 115
61.5%
26 / 91
0.99%
JPM Global Financials
View Factsheet
2.8%
77 / 125
39.4%
34 / 125
44.2%
18 / 115
107%
7 / 91
0.93%
Stewart Investors Gbl EmMk
View Factsheet
3.6%
64 / 125
39.3%
35 / 125
31.5%
35 / 115
54.2%
32 / 91
1.08%
Marlborough ETF Comm
View Factsheet
2.7%
81 / 125
39.2%
36 / 125
-8.9%
112 / 115
-28.2%
84 / 91
1.13%
F&C UK Equity Linked Gilt
View Factsheet
7.8%
13 / 125
38.1%
37 / 125
54.1%
14 / 115
89%
14 / 91
0.39%
AXA Framlington Financial
View Factsheet
3.2%
70 / 125
38.1%
37 / 125
40.1%
23 / 115
105.3%
8 / 91
0.87%
Stewart Investors Gb EMLd
View Factsheet
3%
76 / 125
38%
39 / 125
37.2%
25 / 115
54.5%
31 / 91
0.92%
Baring Gbl Agriculture
View Factsheet
3.4%
67 / 125
37.2%
40 / 125
31.8%
34 / 115
48.7%
36 / 91
0.97%
F&C Overseas Eq Lkd UK Infln
View Factsheet
4.2%
52 / 125
36.1%
41 / 125
66.2%
6 / 115
146.9%
2 / 91
0.35%
Stewart Investors GbEMSus
View Factsheet
4.5%
46 / 125
35.5%
42 / 125
34.2%
27 / 115
69.6%
18 / 91
1.03%
Aberdeen MMgr Ethical Pfl
View Factsheet
3.9%
60 / 125
33.8%
43 / 125
41.4%
21 / 115
87.1%
15 / 91
1.63%
Neptune India
View Factsheet
5.8%
27 / 125
33.7%
44 / 125
98.3%
2 / 115
95.7%
12 / 91
1.15%
CF Eclectica Agriculture
View Factsheet
2.6%
83 / 125
33.7%
45 / 125
29.1%
43 / 115
37%
43 / 91
2.09%
McInroy & Wood Emg Mkts
View Factsheet
3.2%
72 / 125
33.1%
46 / 125
28%
44 / 115
44.3%
39 / 91
1.35%
Moray Plc Invs Cmp
View Factsheet
5%
36 / 125
32.2%
47 / 125
56.2%
13 / 115
-
-
0.57%
CF Canlife Global Infrastructure
View Factsheet
5.3%
31 / 125
31.9%
48 / 125
34.9%
26 / 115
-
-
1.16%
Henderson Gbl Financials
View Factsheet
4.2%
53 / 125
31.6%
49 / 125
30.5%
39 / 115
98.7%
11 / 91
1.09%
Jupiter India
View Factsheet
4.9%
38 / 125
29.9%
50 / 125
120.7%
1 / 115
120.5%
5 / 91
1.09%
Aviva Inv Mlti Ast V
View Factsheet
4%
57 / 125
28.7%
51 / 125
40.6%
22 / 115
67.5%
20 / 91
0.59%
Close Winchester Investment
View Factsheet
5.7%
28 / 125
28.2%
52 / 125
33%
32 / 115
66.9%
21 / 91
-
Baring German Gth
View Factsheet
7.6%
15 / 125
27.4%
53 / 125
33.8%
30 / 115
115.3%
6 / 91
0.82%
FP WM Global Trend
View Factsheet
5.2%
33 / 125
26.5%
54 / 125
23.7%
54 / 115
21.8%
58 / 91
1.38%
F&C Overseas Eq Linked UK Gilt
View Factsheet
4.4%
47 / 125
26.4%
55 / 125
58%
9 / 115
127.7%
4 / 91
0.41%
Schroder Small Cap Discovery
View Factsheet
3.8%
62 / 125
26.3%
56 / 125
43.9%
19 / 115
-
-
1.01%
Jupiter Int Financials
View Factsheet
4.6%
43 / 125
25.8%
57 / 125
31.4%
36 / 115
104.4%
9 / 91
1.13%
WAY Green Portfolio
View Factsheet
3.2%
71 / 125
25.6%
58 / 125
22%
57 / 115
22.2%
57 / 91
2.25%
Stewart Investors IndSbnt
View Factsheet
3.1%
74 / 125
25.5%
59 / 125
97.6%
3 / 115
139.8%
-
1.24%
WAY GblMomentum
View Factsheet
4.6%
40 / 125
24.5%
60 / 125
19%
66 / 115
38.8%
42 / 91
1.42%
Barclays Charity
View Factsheet
3.6%
65 / 125
24.2%
61 / 125
25.2%
51 / 115
-
-
-
Charishare Restricted
View Factsheet
4.6%
42 / 125
23.5%
62 / 125
25.8%
48 / 115
66.8%
22 / 91
-
Aviva Inv Mlti Ast IV
View Factsheet
3.3%
68 / 125
23.3%
63 / 125
34.1%
28 / 115
65.6%
23 / 91
0.58%
Jupiter Financial Opps
View Factsheet
4.6%
44 / 125
22%
64 / 125
27.4%
46 / 115
92.6%
13 / 91
0.99%
CF PE Managed
View Factsheet
4.6%
41 / 125
20.6%
65 / 125
30.6%
38 / 115
55.8%
30 / 91
1.68%
FP Octopus Dyn Mxd Ast
View Factsheet
3.3%
69 / 125
20%
66 / 125
25.7%
49 / 115
32.7%
49 / 91
0.69%
Scot Wid Ethical
View Factsheet
6%
22 / 125
19.9%
67 / 125
10.4%
93 / 115
50%
-
1.62%
CF Canlife Strategic Return
View Factsheet
2.8%
79 / 125
19.6%
68 / 125
-
-
-
-
0.99%
Invesco Perp Baln Risk 10
View Factsheet
2.4%
85 / 125
19.6%
69 / 125
17.4%
68 / 115
-
-
0.77%
Newton 50/50 Global Equity
View Factsheet
4%
58 / 125
19.6%
70 / 125
27.3%
47 / 115
64.9%
24 / 91
0.56%
Aviva Inv Mlti Ast III
View Factsheet
2.8%
78 / 125
19.5%
71 / 125
29.9%
40 / 115
-
-
0.59%
AXA Framlington Health
View Factsheet
7.2%
16 / 125
17.7%
72 / 125
57%
10 / 115
132.6%
3 / 91
0.83%
Scot Wid Environmental Inv
View Factsheet
5.5%
30 / 125
17.7%
73 / 125
10.9%
90 / 115
59.1%
-
1.62%
CF Ruffer Pacific
View Factsheet
1.1%
105 / 125
17%
74 / 125
38.3%
24 / 115
77.7%
17 / 91
1.28%
Stonehage Fleming UK Eq Inc
View Factsheet
3.6%
63 / 125
17%
75 / 125
20.7%
59 / 115
61%
27 / 91
1.64%
Newton Maiden
View Factsheet
3.9%
61 / 125
16.8%
76 / 125
33.1%
31 / 115
78%
16 / 91
0.47%
The Wine Investment
View Factsheet
-
-
16.7%
77 / 125
7.2%
96 / 115
-4.7%
77 / 91
-
FP Russell Real Assets
View Factsheet
2.1%
89 / 125
16.6%
78 / 125
15%
75 / 115
16.6%
64 / 91
1.22%
Coutts UK Specialist Equity
View Factsheet
4.2%
50 / 125
16.5%
79 / 125
15.7%
72 / 115
69.5%
19 / 91
-
Marlborough ETF Gbl Gth
View Factsheet
2.6%
82 / 125
16.2%
80 / 125
25.5%
50 / 115
55.9%
29 / 91
1.2%
Invesco Perp Baln Risk 8
View Factsheet
2%
91 / 125
15.6%
81 / 125
14.1%
80 / 115
-
-
0.73%
Consistent Unit Trust
View Factsheet
3%
75 / 125
15.5%
82 / 125
17.7%
67 / 115
44.7%
38 / 91
1.15%
Coutts UK Spec Equity Income
View Factsheet
4.3%
48 / 125
15.2%
83 / 125
19.7%
63 / 115
64.8%
25 / 91
-
Natwest UK Specialist Equity
View Factsheet
4.2%
49 / 125
15.1%
84 / 125
11.3%
87 / 115
59%
28 / 91
-
FP Bwk Div Pfl
View Factsheet
3.2%
73 / 125
14.2%
85 / 125
19.9%
61 / 115
34.1%
48 / 91
1.69%
S&W TS Campana
View Factsheet
2.2%
87 / 125
14.1%
86 / 125
22%
58 / 115
-
-
0.84%
Baring Korea Trust
View Factsheet
6.6%
20 / 125
13.9%
87 / 125
24.7%
52 / 115
29.7%
53 / 91
0.97%
Newton MultiAssetDivfdRtn
View Factsheet
1.1%
106 / 125
13.9%
88 / 125
19.4%
65 / 115
34.6%
46 / 91
0.73%
Henderson Dvsfd Alternatives
View Factsheet
1.3%
103 / 125
13.6%
89 / 125
20.7%
60 / 115
-
-
0.63%
RBS UK Spec Equity Income
View Factsheet
4.1%
55 / 125
13.4%
90 / 125
14.4%
76 / 115
53.2%
33 / 91
-
Natwest UK Spec Equity Income
View Factsheet
4.1%
54 / 125
13.4%
91 / 125
14.3%
77 / 115
53.1%
34 / 91
-
Aviva Inv Mlti Ast II
View Factsheet
2%
90 / 125
13.2%
92 / 125
23.3%
55 / 115
39.8%
41 / 91
0.63%
AXA Framlington Biotech
View Factsheet
6.6%
19 / 125
12.6%
93 / 125
56.4%
12 / 115
212%
1 / 91
0.83%
Kames Divfd Monthly Inc
View Factsheet
1.7%
93 / 125
12.3%
94 / 125
-
-
-
-
0.61%
M&G Episode Macro
View Factsheet
0.2%
123 / 125
12.3%
95 / 125
22.6%
56 / 115
21.6%
59 / 91
0.97%
Invesco Perp Baln Risk 6
View Factsheet
1.5%
97 / 125
11.9%
96 / 125
11.2%
88 / 115
-
-
0.78%
Baillie Gifford Ml Ass Gth
View Factsheet
2.1%
88 / 125
11.1%
97 / 125
-
-
-
-
0.63%
CF Canlife Total Return
View Factsheet
1.1%
107 / 125
11.1%
98 / 125
4.7%
99 / 115
18.6%
63 / 91
1.29%
BlackRock Market Advantage
View Factsheet
1.2%
104 / 125
10%
99 / 125
-
-
-
-
0.48%
Baillie Gifford Divfd Gth
View Factsheet
1.6%
95 / 125
9.1%
100 / 125
13.9%
81 / 115
30.7%
52 / 91
0.85%
Kames Diversified Growth
View Factsheet
0.8%
111 / 125
8.7%
101 / 125
16.9%
69 / 115
14.4%
67 / 91
0.6%
Investec UK Total Return
View Factsheet
1.3%
100 / 125
8.4%
102 / 125
12.6%
85 / 115
35.1%
45 / 91
0.75%
FP Tellsons Endeavour
View Factsheet
1.6%
94 / 125
8.2%
103 / 125
-
-
-
-
1.36%
Invesco Perpetual Gbl FinCap
View Factsheet
2.5%
84 / 125
8%
104 / 125
15.6%
74 / 115
-
-
0.77%
Aviva Inv Mlti Ast I
View Factsheet
1.3%
101 / 125
7.8%
105 / 125
16%
71 / 115
-
-
0.7%
M&G Gbl Convertibles
View Factsheet
1.3%
99 / 125
6.8%
106 / 125
12.7%
84 / 115
37.7%
-
0.92%
Aberdeen Stg Oppc Corp Bd
View Factsheet
1.5%
96 / 125
6.6%
107 / 125
8.1%
-
25.4%
-
0.63%
Investec Divfd Gth
View Factsheet
1%
108 / 125
6.5%
108 / 125
10.5%
91 / 115
34.2%
47 / 91
0.87%
Henderson Secured Loans
View Factsheet
0.8%
114 / 125
6.4%
109 / 125
13.4%
83 / 115
35.8%
44 / 91
1%
F&C High Income
View Factsheet
0.6%
120 / 125
5.5%
110 / 125
1.1%
107 / 115
4.5%
71 / 91
1.84%
Man GLG ABS
View Factsheet
0.9%
110 / 125
5.2%
111 / 125
7.1%
97 / 115
32.2%
50 / 91
0.25%
M&G Episode Defensive
View Factsheet
-0.2%
125 / 125
4.4%
112 / 125
4.2%
100 / 115
-
-
0.74%
TwentyFour MonumtBd
View Factsheet
0.7%
115 / 125
4.1%
113 / 125
6.2%
98 / 115
27.2%
54 / 91
0.83%
TwentyFour Asset Backed Income
View Factsheet
0.7%
118 / 125
3.9%
114 / 125
14.3%
78 / 115
-
-
0.67%
BlackRock Dynamic Allocation
View Factsheet
0.7%
116 / 125
2.3%
115 / 125
-
-
-
-
0.5%
Manek Growth
View Factsheet
3.4%
66 / 125
2%
116 / 125
-17.7%
114 / 115
-18.3%
81 / 91
3.28%
CF Bentley Sterling Income
View Factsheet
0.5%
121 / 125
1.8%
117 / 125
1.6%
106 / 115
1.8%
74 / 91
1.88%
Stan Life Inv EnhdDivGth
View Factsheet
1.5%
98 / 125
1.5%
118 / 125
14.2%
79 / 115
-
-
0.93%
Omnis Alt Str
View Factsheet
0.6%
119 / 125
1.3%
119 / 125
-
-
-
-
1.36%
BlackRock Dynamic Divfd Gth
View Factsheet
1%
109 / 125
0.9%
120 / 125
1.9%
103 / 115
16.5%
65 / 91
0.76%
Investec Short Dtd Bd
View Factsheet
0%
124 / 125
0.3%
121 / 125
1.8%
104 / 115
-
-
0.23%
Investec Target Return
View Factsheet
0.2%
122 / 125
0.2%
122 / 125
-0.4%
109 / 115
1.3%
76 / 91
0.76%
FP SCDavies Gbl Altnves
View Factsheet
0.8%
113 / 125
-0%
123 / 125
2%
102 / 115
1.9%
73 / 91
3.09%
CF Bentley US Dollar Balanced
View Factsheet
1.3%
102 / 125
-0.1%
124 / 125
-1.1%
110 / 115
20.6%
61 / 91
2.32%
CF Waverton Alternatives II
View Factsheet
0.8%
112 / 125
-2.9%
125 / 125
-0.2%
108 / 115
5.6%
70 / 91
1.53%
VT UK Infra Inc
View Factsheet
0.7%
117 / 125
-
-
-
-
-
-
0.75%
Data provided by

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.