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
4 % 584.2 % 229.1 % 237.7 % 0 % 2.73 %
Life Settlement Assets E Ord
Sector Specialist: Insurance & Reinsurance Strategies
55.9 % 252.2 % N/A N/A 0 % 0 %
Life Settlement Assets D Ord
Sector Specialist: Insurance & Reinsurance Strategies
55.2 % 185.7 % N/A N/A 0 % 0 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 144.3 % 876.9 % 877.5 % 0 % 4.88 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 90 % -6.6 % -12.5 % 0 % 3.01 %
Fidelity Asian Values 2019 Subs
Asia Pacific
20.3 % 71.5 % N/A N/A 0 % 1.19 %
LXB Retail Properties Ord
Property - UK Commercial
N/A 51.5 % -26.8 % -12 % 0 % 15.86 %
Lindsell Train Ord
Global
-21.1 % 45.4 % 106.6 % 371.3 % 2.2 % 0.88 %
EPE Special Opportunities Ord
Private Equity
-4.8 % 41.3 % 34.7 % 77.8 % 0 % 4.43 %
BNY Mellon Brazil Equity GBP W Acc
Specialist
10.4 % 40.2 % 75.5 % 63.6 % 1.6 % 1.05 %
JPMorgan Russian Securities Ord
Country Specialists: Europe
8.9 % 39.5 % 106.9 % 95.1 % 3.5 % 1.26 %
JPMorgan Brazil Ord
Country Specialists: Latin America
10.6 % 39.2 % 27.7 % 12 % 0.9 % 2 %
BH Macro USD Ord
Hedge Funds
5.7 % 37.7 % 60.2 % 103.6 % 0 % 0.83 %
Alpha Real Trust Ord
Property Direct - Europe
1.1 % 36.6 % 119.9 % 260.3 % 1.4 % 3.56 %
BlackRock Latin American Ord
Latin America
10.4 % 35.1 % 59.9 % 43.3 % 4.3 % 1.38 %
Investec Glb Gold I Acc GBP
Specialist
16.1 % 32.4 % 0.3 % 56.4 % 0.1 % 0.84 %
HarbourVest Global Priv Equity Ord
Private Equity
6.7 % 31.8 % 85.8 % 148 % 0 % 0.8 %
BlackRock Gold and General D Acc
Specialist
13 % 29.3 % -8.9 % 39.8 % 0.7 % 1.17 %
BlackRock Gold and General D Inc
Specialist
13 % 29.2 % -9 % 39.7 % 0.7 % 1.17 %
Neptune Latin America C Acc GBP
Specialist
8.9 % 28.8 % 67.4 % 60.7 % 1.5 % 1.08 %
Life Settlement Assets A Ord
Sector Specialist: Insurance & Reinsurance Strategies
3.6 % 28.4 % N/A N/A 0 % 0 %
BH Macro GBP Ord
Hedge Funds
1.5 % 28.4 % 37.3 % 37.1 % 0 % 0.83 %
Renewables Infrastructure Grp
Sector Specialist: Infrastructure - Renewable Energy
3.1 % 27.9 % 59.6 % 68.5 % 5.9 % 1.08 %
Oakley Capital Investments Ord
Private Equity
3.5 % 27 % 101.7 % 62.2 % 1.6 % 0.81 %
UIL Ord/Inc
Flexible Investment
9.1 % 26.4 % 76.2 % 120.9 % 2 % 2.21 %
3i Infrastructure Ord
Sector Specialist: Infrastructure
-1.2 % 26.2 % 66.1 % 140.1 % 3.8 % 1.75 %
Pershing Square Holdings Ord GBP
Hedge Funds
7.9 % 25.9 % 60.8 % N/A 0.8 % 0 %
Polar Capital Global Ins E GBP Inc
Specialist
3.9 % 25.7 % 59.1 % 139.8 % 1.5 % 0.87 %
Baring Emerging Europe Ord
European Emerging Markets
1.9 % 25.5 % 73.5 % 62.4 % 3.7 % 1.5 %
Polar Capital Global Ins I Acc
Specialist
3.9 % 25.4 % 58.7 % 138.9 % 0.3 % 0.87 %

Showing page 1/133. Found 3972 instruments from a total of 6293.

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.