Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Leaf Clean Energy Ord
Sector Specialist: Environmental
-3.9 % 557.9 % 201.2 % 222.6 % 0 % 2.73 %
Life Settlement Assets E Ord
Sector Specialist: Insurance & Reinsurance Strategies
3.1 % 289 % N/A N/A 0 % 0 %
Life Settlement Assets D Ord
Sector Specialist: Insurance & Reinsurance Strategies
10.4 % 238.9 % N/A N/A 0 % 0 %
Downing Four VCT DP67
VCT Generalist
21.4 % 174.2 % 17.9 % 40.7 % 0 % 1.66 %
Adams Ord
Sector Specialist: Biotechnology & Healthcare
-5.9 % 105.1 % -52.9 % -52.9 % 0 % 6.55 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 90 % -3.7 % -12.5 % 0 % 3.65 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 66.6 % 876.9 % 877.5 % 0 % 4.88 %
Investec Glb Gold I Acc GBP
Specialist
4.3 % 61 % 6.1 % 66 % 0.1 % 0.84 %
BlackRock Gold and General D Inc
Specialist
3.3 % 52.8 % -6.5 % 45.2 % 0.7 % 1.18 %
BlackRock Gold and General D Acc
Specialist
3.3 % 52.8 % -6.5 % 45.2 % 0.7 % 1.18 %
Golden Prospect Precious Metal Ord
Sector Specialist: Commodities & Natural Resources
15.7 % 46.9 % -39.5 % -19.5 % 0 % 2.65 %
LF Ruffer Gold C Acc
Specialist
15.3 % 45.1 % 14 % 110.2 % 0 % 1.24 %
JPMorgan Russian Securities Ord
Country Specialists: Europe
-3.1 % 42.5 % 89 % 93.8 % 3.3 % 1.26 %
Kames Property Inc Feeder(Inc) GBP B Inc 49.2 % 42.1 % 71.5 % 76.3 % 4.4 % 0.83 %
BGF World Gold D2 GBP Hedged N/A 42 % -20.2 % -0.9 % 0 % 1.31 %
HC Charteris Gold and Prcious Mtls I Acc
Specialist
2.7 % 41.6 % -21.4 % 17.5 % 0.4 % 1.73 %
HC Charteris Gold and Prcious Mtls A Acc
Specialist
2.7 % 41.3 % N/A N/A 0.4 % 1.73 %
Smith & Williamson Global Gold & Res B
Specialist
3.5 % 39.3 % -20.7 % 25.2 % 0 % 0.71 %
UIL Ord/Inc
Flexible Investment
10.6 % 38.4 % 66.2 % 141.3 % 1.9 % 2.21 %
BH Macro USD Ord
Hedge Funds
6.4 % 37.9 % 69.5 % 110.5 % 0 % 0.83 %
Alpha Real Trust Ord
Property Direct - Europe
2.3 % 37.6 % 116.6 % 268.6 % 1.4 % 3.56 %
Merian Gold & Silver R GBP Acc
Specialist
3.5 % 33.4 % -13.9 % N/A 0 % 0.99 %
Green REIT Ord
Property - UK Residential
5.7 % 32.1 % 46.8 % 84 % 2.9 % 1.36 %
BNY Mellon Brazil Equity GBP W Acc
Specialist
-7.5 % 30.9 % 44.4 % 44.4 % 1.5 % 1.05 %
Fidelity Asian Values 2019 Subs
Asia Pacific
-16.5 % 30.8 % N/A N/A 0 % 1.19 %
Life Settlement Assets A Ord
Sector Specialist: Insurance & Reinsurance Strategies
0.2 % 30.6 % N/A N/A 0 % 0 %
JPMorgan Brazil Ord
Country Specialists: Latin America
-1 % 27.4 % 24.2 % 12.7 % 0.9 % 2 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
7.7 % 27.1 % 106.5 % -51.4 % 0 % 3.32 %
Pershing Square Holdings Ord GBP
Hedge Funds
3.5 % 26.1 % 61 % N/A 0.8 % 0 %
Gulf Investment Fund Ord
Global Emerging Markets
4.4 % 25.9 % 24 % 43.9 % 2.2 % 1.95 %

Showing page 1/134. Found 4011 instruments from a total of 6341.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. 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.