Moneywise First 50 Funds

Actives

Ranked in order of three-year returns.

Fund ISIN Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y OCF
Lindsell Train Global Equity B GBP Inc IE00B3NS4D25 1.3 % 19.2 % 79.1 % 173.2 % 0.65 %
Fundsmith Equity I Acc GB00B41YBW71 -0.2 % 17.4 % 64.3 % 174.1 % 0.95 %
Royal London Sustainable World C Acc GB00B882H241 1.1 % 12.6 % 47.1 % 93.5 % 0.77 %
Baillie Gifford Emerging Mkts Gr B Acc GB0006020647 -5.1 % 8.2 % 47 % 63.2 % 0.78 %
Baillie Gifford Japanese B Acc GB0006011133 -2.2 % 0.7 % 38.8 % 96.4 % 0.63 %
Marlborough UK Micro Cap Growth P Acc GB00B8F8YX59 -3.8 % -7.3 % 38 % 65.2 % 0.78 %
Man GLG Continental Eurp Gr Prf Acc C GB00B0119487 -4.3 % -3.5 % 29.2 % 113.6 % 0.9 %
Fidelity Global Property W Acc GB00B7K2NZ09 2.7 % 14.4 % 25.5 % 73.9 % 0.94 %
Stewart Investors AsiaPac Ldrs B Inc GBP GB00B57S0V20 -0.8 % 2.3 % 25.4 % 58.3 % 0.88 %
Fidelity American Special Sits W Acc GB00B89ST706 -2.4 % 1.2 % 24.1 % 84.9 % 0.91 %
Merian UK Mid Cap R GBP Acc GB00B1XG9482 -2.4 % -13.9 % 22.6 % 67.2 % 0.85 %
Artemis Global Income I Acc GB00B5ZX1M70 -2.9 % -7.7 % 20.2 % 47.8 % 0.83 %
MI Chelverton UK Equity Income B Acc GB00B1Y9J570 -2.4 % -9.9 % 19.4 % 37.6 % 0.87 %
Royal London Global Bd Opps Z GBP IE00BYTYX230 0.6 % 6.1 % 18.6 % N/A 0.5 %
Franklin UK Rising Dividends W Acc GB00B5MJ5601 -1.8 % 1.4 % 17.6 % 45 % 0.55 %
Rathbone Ethical Bond I Acc GB00B77DQT14 0.4 % 7.2 % 16 % 31.9 % 0.67 %
Marlborough Global Bond P Acc GB00B6ZDFJ91 2.2 % 10.1 % 15.2 % 39 % 0.43 %
Jupiter Strategic Bond I Acc GB00B4T6SD53 2 % 8.4 % 12.8 % 22.3 % 0.74 %
BlackRock Corporate Bond D Acc GB00B4QC3311 0.3 % 7 % 11.7 % 30.9 % 0.57 %
Liontrust Special Situations I Acc GB00BG0J2688 -3 % 1.6 % N/A N/A 0.86 %

Trackers

Ranked in order of three-year returns.

Fund ISIN Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y OCF
HSBC American Index C Acc GB00B80QG615 N/A 9.7 % 51.6 % 115.4 % 0.06 %
Vanguard US Equity Index Acc GB00B5B71Q71 -4 % 4.3 % 45.2 % 105.4 % 0.1 %
Fidelity Index World I Acc GB00B7LWFW05 -1 % 6.9 % 41 % 84.4 % 0.15 %
L&G International Index I Acc GB00B2Q6HW61 -1.9 % 5.7 % 39.8 % 83.9 % 0.13 %
Vanguard LifeStrategy 100% Equity A Acc GB00B41XG308 -4.2 % 1.9 % 31.6 % 65.8 % 0.22 %
Vanguard Glbl Small-Cap Idx GBP Acc IE00B3X1NT05 -3.6 % -4.9 % 28.7 % 71.7 % 0.38 %
Vanguard FTSE Dev Eurp ex UK Eq Idx Inc GB00B5B74N55 -3.6 % 0.8 % 28.6 % 53.1 % 0.12 %
Fidelity Index Emerging Markets P Acc GB00BHZK8D21 -5.2 % 0.6 % 24.2 % 35.6 % 0.2 %
HSBC Japan Index C Acc GB00B80QGN87 -0.9 % -0.3 % 24.1 % 67.3 % 0.18 %
Vanguard LifeStrategy 60% Equity A Acc GB00B3TYHH97 -1.5 % 4.9 % 21.5 % 48.4 % 0.22 %
L&G UK Index I Acc GB00B0CNGN12 -2.8 % -1.2 % 19.2 % 32.4 % 0.1 %
iShares Overseas Corp Bd Idx (UK) D Acc GB00B58YKH53 3.8 % 14.9 % 18.9 % 53.8 % 0.11 %
iShares 100 UK Equity Index (UK) D Acc GB00B7W4GQ69 -4.1 % -0.9 % 18.4 % 29.4 % 0.07 %
Vanguard LifeStrategy 20% Eq A Grs Acc GB00B4NXY349 1.2 % 8.2 % 12.1 % 31.6 % 0.22 %
L&G Short Dated £ Corporate Bd Idx I Acc GB00BKGR3H21 0.1 % 3.6 % 6.7 % 14.5 % 0.14 %
Vanguard Global Bond Index GBPH Acc IE00B50W2R13 2.2 % 8.4 % 6.5 % 17.1 % 0.15 %
BMO Commercial Property Trust GG00B4ZPCJ00 -5.8 % -22.5 % -1.2 % 6.4 % 1.18 %

Investment Trusts

Ranked in order of three-year returns.

Fund ISIN Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y OCF
Scottish Mortgage Ord GB00BLDYK618 -7.5 % -6.7 % 68.5 % 139.2 % 0.37 %
Jupiter European Opportunities Ord GB0000197722 1.8 % -0.8 % 55.9 % 110.1 % 0.9 %
Finsbury Growth & Income Ord GB0007816068 -1.7 % 11 % 46.4 % 97.4 % 0.67 %
Henderson Smaller Companies Ord GB0009065060 -4.6 % -7.5 % 41 % 70.2 % 0.42 %
Witan Ord GB00BJTRSD38 -5.1 % -4.5 % 32.5 % 65.6 % 0.79 %
BMO Global Smaller Companies Ord GB0000175058 -1 % -6.3 % 24 % 61.5 % 0.59 %
Murray International Ord GB0006111909 -2.7 % 5.7 % 19.2 % 30.8 % 0.69 %
City of London Ord GB0001990497 -5.3 % -0.8 % 12.4 % 30.7 % 0.41 %