Investment funds in Specialist

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
SF Petrhse Sm Cos Gold
View Factsheet
-3.2%
98 / 118
78.1%
1 / 119
32.5%
-
-61.3%
-
5.32%
WAY Charteris Gd Prcsml
View Factsheet
-9.1%
116 / 118
55.6%
2 / 119
21.3%
67 / 112
-41.7%
91 / 93
1.78%
Old Mutual JPM Nat Res
View Factsheet
-4.7%
108 / 118
54.8%
3 / 119
3.6%
96 / 112
-
-
0.75%
JPM Natural Resources
View Factsheet
-4.5%
106 / 118
53.4%
4 / 119
2%
101 / 112
-30.3%
88 / 93
0.93%
Neptune Russia & Gtr Rus
View Factsheet
-4.3%
104 / 118
48.7%
5 / 119
35%
36 / 112
0.3%
76 / 93
1.1%
Jupiter India
View Factsheet
3.8%
1 / 118
48.3%
6 / 119
136.5%
1 / 112
119.6%
5 / 93
1.09%
Neptune Latin America
View Factsheet
-5.1%
113 / 118
45.8%
7 / 119
29.1%
49 / 112
7.2%
67 / 93
1.22%
Aberdeen Latin American Eq
View Factsheet
-2%
91 / 118
44.4%
8 / 119
30.5%
46 / 112
5.1%
71 / 93
1.27%
Scot Wid Latin American
View Factsheet
-2%
93 / 118
43.9%
9 / 119
29.8%
47 / 112
-6.9%
79 / 93
2%
Neptune India
View Factsheet
3.5%
2 / 118
39.9%
10 / 119
103.5%
3 / 112
101.1%
8 / 93
1.18%
Invesco Perp Emerging Eurpn
View Factsheet
-2.4%
95 / 118
39.4%
11 / 119
41.6%
23 / 112
24.4%
54 / 93
1.17%
F&C UK Equity Linked Inflation
View Factsheet
2%
15 / 118
39.3%
12 / 119
65.1%
6 / 112
105.8%
6 / 93
0.35%
Stewart Investors Ltn Amr
View Factsheet
1.1%
29 / 118
39.3%
13 / 119
46.7%
15 / 112
29%
49 / 93
1.19%
JPM Global Financials
View Factsheet
-1.7%
90 / 118
38.9%
14 / 119
49.8%
10 / 112
91.4%
12 / 93
0.93%
BlackRock Nat Res Gth & Inc
View Factsheet
-4.2%
103 / 118
37.3%
15 / 119
25.2%
58 / 112
20.5%
60 / 93
0.97%
AXA Framlington Financial
View Factsheet
-0.5%
72 / 118
36.8%
16 / 119
43.9%
20 / 112
91.5%
11 / 93
0.87%
Artemis Global Energy
View Factsheet
-4.8%
111 / 118
36.5%
17 / 119
-19.1%
110 / 112
-29.8%
87 / 93
1.02%
Jupiter Emerging Euro Opps
View Factsheet
-2.2%
94 / 118
36.5%
18 / 119
28.1%
52 / 112
5.7%
69 / 93
1.26%
Smith & Williamson GblGld&Res
View Factsheet
-6.3%
114 / 118
35.5%
19 / 119
33.9%
40 / 112
-22.1%
86 / 93
0.72%
Stewart Investors IndSbnt
View Factsheet
1.6%
20 / 118
34.5%
20 / 119
106.9%
2 / 112
139%
-
1.2%
Threadneedle Latin Amer
View Factsheet
-3.2%
99 / 118
34%
21 / 119
13.7%
81 / 112
-15.1%
83 / 93
0.91%
Fidelity EmEur Md Et Af
View Factsheet
1.7%
17 / 118
33.9%
22 / 119
41.4%
24 / 112
43.9%
35 / 93
1.1%
JPM EmEurEq
View Factsheet
-2.7%
97 / 118
33.8%
23 / 119
27.2%
55 / 112
4.8%
72 / 93
0.93%
BlackRock Gold & General
View Factsheet
-3.6%
101 / 118
33.7%
24 / 119
39.7%
26 / 112
-19.6%
84 / 93
1.17%
CF Canlife Global Resource
View Factsheet
-7.2%
115 / 118
33.3%
25 / 119
0.3%
106 / 112
-
-
1.2%
CF Ruffer Gold
View Factsheet
-4.8%
110 / 118
33.1%
26 / 119
49.5%
12 / 112
-40.9%
90 / 93
1.29%
Old Mutual Blckrk Gd & Gnr
View Factsheet
-3.4%
100 / 118
32.9%
27 / 119
39.2%
27 / 112
-
-
0.85%
F&C Overseas Eq Lkd UK Infln
View Factsheet
1.8%
16 / 118
32.8%
28 / 119
72.2%
4 / 112
140.6%
2 / 93
0.35%
MFM Junior Gold
View Factsheet
-9.4%
117 / 118
32.6%
29 / 119
6.2%
92 / 112
-63.2%
93 / 93
1.28%
HL MMgr Asia and Emg Mrkts
View Factsheet
1.7%
18 / 118
32.4%
30 / 119
-
-
-
-
-
Aberdeen Financial Equity
View Factsheet
-1.1%
81 / 118
32.3%
31 / 119
43.7%
21 / 112
-
-
0.9%
F&C UK Equity Linked Gilt
View Factsheet
2.2%
11 / 118
32.1%
32 / 119
61.2%
8 / 112
96.5%
9 / 93
0.37%
Investec Enhanced Nat Res
View Factsheet
-4.7%
109 / 118
32.1%
33 / 119
22.4%
64 / 112
6.5%
68 / 93
0.84%
Stewart Investors Gbl EmMk
View Factsheet
2%
13 / 118
31.1%
34 / 119
43.9%
19 / 112
56.4%
27 / 93
1.09%
Invesco Perp Latin American
View Factsheet
-3.9%
102 / 118
30.6%
35 / 119
8.8%
88 / 112
-11.9%
81 / 93
1%
Henderson Gbl Financials
View Factsheet
-2%
92 / 118
30.4%
36 / 119
33.8%
41 / 112
86.2%
13 / 93
1.09%
Stewart Investors Gb EMLd
View Factsheet
2%
14 / 118
29.4%
37 / 119
49.8%
11 / 112
59.8%
26 / 93
0.92%
MFM Junior Oils Trust
View Factsheet
-12.8%
118 / 118
29.3%
38 / 119
-44.8%
112 / 112
-58.7%
92 / 93
1.21%
Schroder Small Cap Discovery
View Factsheet
2.3%
10 / 118
29%
39 / 119
47.3%
14 / 112
75.5%
18 / 93
0.98%
Moray Plc Invs Cmp
View Factsheet
2.5%
9 / 118
28.7%
40 / 119
62.5%
7 / 112
-
-
0.57%
SJP Ethical
View Factsheet
0.3%
51 / 118
28.6%
41 / 119
30.9%
45 / 112
45.8%
34 / 93
1.63%
Stewart Investors GbEMSus
View Factsheet
2.6%
8 / 118
28.4%
42 / 119
47.8%
13 / 112
71%
19 / 93
1.06%
Jupiter Int Financials
View Factsheet
-0.3%
71 / 118
28.1%
43 / 119
34.4%
38 / 112
94.4%
10 / 93
1.13%
Baring German Gth
View Factsheet
2.6%
7 / 118
27.9%
44 / 119
39.1%
28 / 112
103.9%
7 / 93
0.82%
Aberdeen Estrn Eurpn Equty
View Factsheet
-1.2%
86 / 118
27.2%
45 / 119
35.8%
35 / 112
21.1%
58 / 93
1.13%
Close Winchester Investment
View Factsheet
0.4%
49 / 118
26.9%
46 / 119
38.9%
30 / 112
63.5%
22 / 93
-
Baring Gbl Agriculture
View Factsheet
-0.6%
75 / 118
26.8%
47 / 119
34.3%
39 / 112
46.5%
33 / 93
1.08%
Investec Global Gold
View Factsheet
-4.9%
112 / 118
26.6%
48 / 119
31.2%
43 / 112
-20.4%
85 / 93
0.97%
Aberdeen MMgr Ethical Pfl
View Factsheet
-0.1%
66 / 118
26.1%
49 / 119
43%
22 / 112
76.6%
17 / 93
1.65%
F&C Overseas Eq Linked UK Gilt
View Factsheet
2.1%
12 / 118
25.5%
50 / 119
67.9%
5 / 112
129%
4 / 93
0.39%
Sarasin Food & Agri Opp
View Factsheet
-0.5%
73 / 118
25.4%
51 / 119
46.6%
16 / 112
55.1%
28 / 93
0.99%
Jupiter Financial Opps
View Factsheet
-0.9%
80 / 118
24.3%
52 / 119
28.2%
51 / 112
81.3%
14 / 93
0.99%
Aviva Inv Mlti Ast V
View Factsheet
0.8%
31 / 118
24.1%
53 / 119
44.1%
18 / 112
63.6%
21 / 93
0.59%
WAY GblMomentum
View Factsheet
0%
61 / 118
23.9%
54 / 119
20.7%
68 / 112
39.9%
38 / 93
1.42%
McInroy & Wood Emg Mkts
View Factsheet
1.2%
26 / 118
23.9%
55 / 119
39%
29 / 112
37%
40 / 93
1.35%
FP WM Global Trend
View Factsheet
-1.1%
82 / 118
23.2%
56 / 119
27.8%
53 / 112
23.9%
55 / 93
1.48%
AXA Framlington Biotech
View Factsheet
0.3%
52 / 118
23.1%
57 / 119
44.8%
17 / 112
196.5%
1 / 93
0.82%
Charishare Restricted
View Factsheet
0.6%
35 / 118
22.7%
58 / 119
29.1%
48 / 112
63.4%
23 / 93
-
AXA Framlington Health
View Factsheet
0.7%
32 / 118
22.5%
59 / 119
55.2%
9 / 112
136.1%
3 / 93
0.82%
CF Canlife Global Infrastructure
View Factsheet
3.1%
5 / 118
21.9%
60 / 119
36.8%
34 / 112
-
-
1.22%
Baring Korea Trust
View Factsheet
3.4%
3 / 118
21.5%
61 / 119
34.8%
37 / 112
30.2%
47 / 93
0.96%
CF PE Managed
View Factsheet
2.7%
6 / 118
21.5%
62 / 119
37.2%
31 / 112
55%
29 / 93
1.69%
CF Eclectica Agriculture
View Factsheet
-2.5%
96 / 118
21.1%
63 / 119
28.8%
50 / 112
34.2%
41 / 93
2.14%
Investec Global Energy
View Factsheet
-4.3%
105 / 118
21.1%
64 / 119
-14.3%
108 / 112
-11.9%
80 / 93
0.88%
WAY Green Portfolio
View Factsheet
0.6%
38 / 118
20.4%
65 / 119
24.4%
59 / 112
20.5%
59 / 93
2.25%
Aviva Inv Mlti Ast IV
View Factsheet
0.7%
33 / 118
19.7%
66 / 119
36.9%
33 / 112
62.9%
24 / 93
0.58%
S&W TS Campana
View Factsheet
3.2%
4 / 118
19.5%
67 / 119
27.2%
54 / 112
-
-
0.76%
Barclays Charity
View Factsheet
0.4%
46 / 118
19.5%
68 / 119
26.9%
56 / 112
-
-
-
Marlborough ETF Comm
View Factsheet
-4.6%
107 / 118
19.1%
69 / 119
-16.9%
109 / 112
-31.5%
89 / 93
1.13%
CF Ruffer Pacific
View Factsheet
-0.1%
64 / 118
18.2%
70 / 119
39.9%
25 / 112
79.1%
15 / 93
1.29%
Marlborough ETF Gbl Gth
View Factsheet
1.2%
27 / 118
17.2%
71 / 119
24.1%
61 / 112
52%
32 / 93
1.2%
Newton 50/50 Global Equity
View Factsheet
0.6%
36 / 118
17.1%
72 / 119
30.9%
44 / 112
60.7%
25 / 93
0.57%
Newton Maiden
View Factsheet
1.3%
23 / 118
16.4%
73 / 119
37%
32 / 112
78.6%
16 / 93
0.47%
Henderson Dvsfd Alternatives
View Factsheet
0.5%
43 / 118
16.4%
74 / 119
21.4%
65 / 112
-
-
0.63%
Aviva Inv Mlti Ast III
View Factsheet
0.6%
42 / 118
16.3%
75 / 119
32.6%
42 / 112
53.7%
31 / 93
0.59%
Newton MultiAssetDivfdRtn
View Factsheet
1.6%
19 / 118
16.2%
76 / 119
23%
63 / 112
37.5%
39 / 93
0.71%
FP Octopus Dyn Mxd Ast
View Factsheet
0.3%
53 / 118
16.1%
77 / 119
26.3%
57 / 112
33.3%
42 / 93
0.69%
Scot Wid Environmental Inv
View Factsheet
1.5%
21 / 118
15.2%
78 / 119
14.4%
78 / 112
52.9%
-
1.62%
Scot Wid Ethical
View Factsheet
0.6%
37 / 118
15.1%
79 / 119
12.5%
84 / 112
42.4%
-
1.62%
The Wine Investment
View Factsheet
-
-
14.9%
80 / 119
8.6%
90 / 112
-6.5%
78 / 93
-
TwentyFour Asset Backed Income
View Factsheet
1.3%
22 / 118
13.9%
81 / 119
14.4%
79 / 112
-
-
0.67%
Stonehage Fleming UK Eq Inc
View Factsheet
0.9%
30 / 118
12.9%
82 / 119
21.3%
66 / 112
54.8%
30 / 93
1.64%
Invesco Perp Baln Risk 10
View Factsheet
-1.6%
88 / 118
12.9%
83 / 119
16.8%
72 / 112
27.5%
51 / 93
0.77%
Consistent Unit Trust
View Factsheet
1.2%
25 / 118
12.6%
84 / 119
17.4%
71 / 112
42.2%
36 / 93
1.15%
FP Bwk Div Pfl
View Factsheet
0.3%
54 / 118
12.3%
85 / 119
19.3%
69 / 112
32.2%
43 / 93
1.62%
Invesco Perpetual Gbl FinCap
View Factsheet
0.6%
41 / 118
12%
86 / 119
15%
77 / 112
67.2%
20 / 93
0.77%
VT UK Infra Inc
View Factsheet
1.2%
24 / 118
12%
87 / 119
-
-
-
-
0.75%
Man GLG ABS
View Factsheet
1.1%
28 / 118
11.8%
88 / 119
8.7%
89 / 112
30.3%
46 / 93
0.25%
Aviva Inv Mlti Ast II
View Factsheet
0.4%
48 / 118
11%
89 / 119
24.3%
60 / 112
40.2%
37 / 93
0.63%
Invesco Perp Baln Risk 8
View Factsheet
-1.3%
87 / 118
10.3%
90 / 119
13.6%
82 / 112
21.2%
57 / 93
0.73%
FP Russell Investments RlAsts
View Factsheet
-0.9%
79 / 118
10.3%
91 / 119
11.2%
86 / 112
16.1%
62 / 93
1.22%
Baillie Gifford MlAssGth
View Factsheet
-0.1%
65 / 118
10.3%
92 / 119
-
-
-
-
0.61%
CF Canlife Strategic Return
View Factsheet
-1.1%
84 / 118
9.8%
93 / 119
-
-
-
-
1%
FP Tellsons Endeavour
View Factsheet
0.1%
58 / 118
9.6%
94 / 119
8.4%
91 / 112
-
-
1.32%
Baillie Gifford DivfdGth
View Factsheet
-0.1%
62 / 118
8.9%
95 / 119
15.9%
73 / 112
27.5%
50 / 93
0.83%
Kames Diversified Growth
View Factsheet
0.2%
57 / 118
8.7%
96 / 119
17.9%
70 / 112
21.8%
56 / 93
0.61%
M&G Episode Macro
View Factsheet
0.5%
44 / 118
8.3%
97 / 119
23.6%
62 / 112
20.2%
61 / 93
0.95%
Henderson Secured Loans
View Factsheet
0.7%
34 / 118
8%
98 / 119
14.4%
80 / 112
32.2%
44 / 93
1.01%
Invesco Perp Baln Risk 6
View Factsheet
-1.1%
83 / 118
7.9%
99 / 119
10.5%
87 / 112
15.6%
64 / 93
0.78%
Investec Divfd Gth
View Factsheet
-0.2%
68 / 118
7.5%
100 / 119
15%
76 / 112
30%
48 / 93
0.86%
TwentyFour MonumtBd
View Factsheet
0.6%
40 / 118
7.4%
101 / 119
5.9%
93 / 112
24.4%
53 / 93
0.83%
CF Canlife Total Return
View Factsheet
-1.2%
85 / 118
6.8%
102 / 119
2.6%
100 / 112
13.6%
66 / 93
1.36%
Aviva Inv Mlti Ast I
View Factsheet
0.2%
56 / 118
6.2%
103 / 119
15.6%
74 / 112
24.8%
52 / 93
0.7%
BlackRock Market Advantage
View Factsheet
-0.8%
78 / 118
6.2%
104 / 119
-
-
-
-
0.46%
M&G Gbl Convertibles
View Factsheet
-0.6%
74 / 118
5.9%
105 / 119
12.9%
83 / 112
35%
-
0.92%
F&C High Income
View Factsheet
-0.1%
63 / 118
4.9%
106 / 119
3.4%
97 / 112
5.3%
70 / 93
1.86%
Investec UK Total Return
View Factsheet
-1.7%
89 / 118
4.7%
107 / 119
12.4%
85 / 112
31.5%
45 / 93
0.76%
Stan Life Inv EnhdDivGth
View Factsheet
-0.7%
77 / 118
4.6%
108 / 119
15.4%
75 / 112
-
-
0.84%
M&G Episode Defensive
View Factsheet
-0.2%
69 / 118
3.6%
109 / 119
3.8%
95 / 112
-
-
0.74%
BlackRock Dynamic Allocation
View Factsheet
0.5%
45 / 118
3.2%
110 / 119
-
-
-
-
0.5%
BlackRock Dynamic Divfd Gth
View Factsheet
0.4%
47 / 118
2.7%
111 / 119
3%
98 / 112
15.6%
65 / 93
0.76%
CF Bentley US Dollar Balanced
View Factsheet
0.4%
50 / 118
2.4%
112 / 119
0.7%
104 / 112
16%
63 / 93
2.2%
FP SCDavies Gbl Altnves
View Factsheet
0%
60 / 118
2.3%
113 / 119
2.9%
99 / 112
1.5%
74 / 93
3.09%
Omnis Alt Str
View Factsheet
-0.2%
70 / 118
1.5%
114 / 119
5.4%
94 / 112
-
-
1.39%
Manek Growth
View Factsheet
0.6%
39 / 118
1.5%
115 / 119
-22%
111 / 112
-13.5%
82 / 93
3.28%
CF Bentley Sterling Income
View Factsheet
0.2%
55 / 118
1.3%
116 / 119
1.5%
102 / 112
0.9%
75 / 93
1.9%
Investec Short Dtd Bd
View Factsheet
-0.1%
67 / 118
0.2%
117 / 119
1.5%
103 / 112
-
-
0.23%
CF Waverton Alternatives II
View Factsheet
0.1%
59 / 118
-0.3%
118 / 119
0.7%
105 / 112
3.4%
73 / 93
1.48%
Investec Target Return
View Factsheet
-0.6%
76 / 118
-0.6%
119 / 119
-0.5%
107 / 112
-0.8%
77 / 93
0.75%
First State All China
View Factsheet
-
-
-
-
-
-
-
-
1.3%
Data provided by

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This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

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.