Investment funds in UK Equity & Bond Income

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
S&W Millbank Veracruz
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1.7%
2 / 29
24.4%
1 / 28
23%
13 / 24
50.2%
17 / 24
1.35%
S&W Millbank Brooklyn
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1.6%
3 / 29
23.6%
2 / 28
22.2%
14 / 24
49.5%
18 / 24
1.37%
Thesis The Ambrose
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0.7%
12 / 29
21.2%
3 / 28
30.2%
3 / 24
67%
9 / 24
1.51%
M&G NAACIF
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1.2%
6 / 29
20.3%
4 / 28
28.1%
5 / 24
74.8%
6 / 24
-
First Arrow Diversified
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-0.1%
25 / 29
20%
5 / 28
32.8%
1 / 24
64.5%
11 / 24
1.24%
S&W Millbank Blackwall
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0.7%
15 / 29
19.3%
6 / 28
21.8%
16 / 24
69.7%
8 / 24
1.43%
Virgin Pn Bd Glt UK and Oseas Share
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0.7%
13 / 29
19.1%
7 / 28
-
-
-
-
-
Threadneedle MthlyEx In
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1.1%
9 / 29
17.3%
8 / 28
30.2%
2 / 24
90.2%
1 / 24
0.73%
Threadneedle Managed Income
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1.2%
5 / 29
16.9%
9 / 28
25.8%
9 / 24
76.6%
3 / 24
1.06%
M&G Extra Income
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1.1%
8 / 29
16.9%
10 / 28
27.7%
6 / 24
73.8%
7 / 24
0.91%
Scot Wid High Reserve
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-0.1%
23 / 29
15.2%
11 / 28
16%
23 / 24
48.7%
19 / 24
1.37%
Jupiter Monthly Income
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2.1%
1 / 29
15%
12 / 28
27.6%
7 / 24
75.4%
5 / 24
0.96%
HSBC Monthly Income
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0.1%
22 / 29
14.2%
13 / 28
19.8%
19 / 24
56.3%
16 / 24
0.67%
CF Canlife UK Eq & Bd Inc
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1.1%
7 / 29
14.1%
14 / 28
26.4%
8 / 24
64.3%
12 / 24
0.84%
Carvetian The Lowesby Balanced
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0.6%
17 / 29
13.2%
15 / 28
18.8%
20 / 24
47.2%
20 / 24
1.02%
VT Randolph Place Diversified
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1%
10 / 29
13.1%
16 / 28
-
-
-
-
1.51%
Virgin Pension Bd Gilt and UK Share
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-0.1%
24 / 29
12.9%
17 / 28
-
-
-
-
-
JPM UK Equity & Bond Income
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1.2%
4 / 29
12.9%
18 / 28
23.9%
12 / 24
66.9%
10 / 24
0.93%
Carvetian The New Shoots
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0.6%
18 / 29
12.8%
19 / 28
16.3%
22 / 24
38.4%
23 / 24
2.04%
CF IM UK Equity & Bond Income
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0.5%
19 / 29
12.4%
20 / 28
19.9%
18 / 24
47.1%
21 / 24
0.84%
Cavendish UK Balanced Income
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0.6%
16 / 29
12.3%
21 / 28
24.7%
11 / 24
81%
2 / 24
0.6%
Royal London UK IncwGth Trst
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0.4%
20 / 29
12%
22 / 28
20.8%
17 / 24
63.5%
13 / 24
1.52%
Marlborough Extra Income
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0.3%
21 / 29
11.8%
23 / 28
25.2%
10 / 24
76.3%
4 / 24
0.89%
Carvetian The Lowesby Growth
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-0.2%
26 / 29
10.1%
24 / 28
29.9%
4 / 24
56.8%
15 / 24
1.17%
S&W Hercules Growth
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-2.7%
29 / 29
9.9%
25 / 28
18%
21 / 24
58.6%
14 / 24
1.11%
VT Arden
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0.9%
11 / 29
8%
26 / 28
-
-
-
-
1.8%
Carvetian Nineteen Eighty Nine
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-0.2%
27 / 29
2.7%
27 / 28
21.9%
15 / 24
39.9%
22 / 24
1.35%
Carvetian Stair House
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-0.6%
28 / 29
-0.2%
28 / 28
13.4%
24 / 24
28.4%
24 / 24
1.37%
SVS TPI Monthly Income 1
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0.7%
14 / 29
-
-
-
-
-
-
0.72%
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