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
56.7 % 250.3 % N/A N/A 0 % 0 %
Life Settlement Assets D Ord
Sector Specialist: Insurance & Reinsurance Strategies
56.1 % 184.2 % N/A N/A 0 % 0 %
Downing Three VCT 'F' Ord
VCT Generalist
N/A 90 % -6.6 % -12.5 % 0 % 3.01 %
Fidelity Asian Values 2019 Subs
Asia Pacific
21.1 % 73.2 % N/A N/A 0 % 1.19 %
Downing Four VCT Dp2011 Gen A Shs
VCT Generalist
N/A 66.6 % 876.9 % 877.5 % 0 % 4.88 %
LXB Retail Properties Ord
Property - UK Commercial
N/A 51.5 % -26.4 % -12 % 0 % 15.86 %
Lindsell Train Ord
Global
-23.3 % 44.6 % 99.1 % 369 % 2.2 % 0.88 %
JPMorgan Russian Securities Ord
Country Specialists: Europe
9.7 % 42.9 % 103.4 % 95.6 % 3.5 % 1.26 %
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
8.1 % 41 % 72.6 % 66.5 % 1.6 % 1.05 %
BH Macro USD Ord
Hedge Funds
5.9 % 37 % 58.8 % 103.2 % 0 % 0.83 %
JPMorgan Brazil Ord
Country Specialists: Latin America
10.6 % 36.7 % 26.7 % 12 % 0.9 % 2 %
Alpha Real Trust Ord
Property Direct - Europe
1.1 % 36.6 % 109.8 % 260.3 % 1.4 % 3.56 %
Investec Glb Gold I Acc GBP
Specialist
18.9 % 36.1 % 3 % 60.8 % 0.1 % 0.84 %
BlackRock Latin American Ord
Latin America
9.3 % 34.1 % 56.6 % 42.3 % 4.3 % 1.38 %
BlackRock Gold and General D Inc
Specialist
15.6 % 32.8 % -6.9 % 43.4 % 0.7 % 1.17 %
BlackRock Gold and General D Acc
Specialist
15.5 % 32.8 % -7 % 43.4 % 0.7 % 1.17 %
HarbourVest Global Priv Equity Ord
Private Equity
8 % 32.6 % 86.9 % 149.4 % 0 % 0.8 %
Life Settlement Assets A Ord
Sector Specialist: Insurance & Reinsurance Strategies
7 % 31.2 % N/A N/A 0 % 0 %
Neptune Latin America C Acc GBP
Specialist
7.5 % 29 % 64.1 % 61.2 % 1.5 % 1.08 %
UIL Ord/Inc
Flexible Investment
9.6 % 27.7 % 76.7 % 121.9 % 2 % 2.21 %
Baring Emerging Europe Ord
European Emerging Markets
4.2 % 27.5 % 73.9 % 64.5 % 3.7 % 1.5 %
3i Infrastructure Ord
Sector Specialist: Infrastructure
-0.9 % 26.8 % 64.9 % 140.6 % 3.8 % 1.75 %
Aberdeen Latin American Income Ord
Latin America
6.9 % 26.6 % 40.4 % 30.4 % 4.2 % 2.07 %
Renewables Infrastructure Grp
Sector Specialist: Infrastructure - Renewable Energy
2.4 % 26.3 % 54.9 % 66.5 % 5.9 % 1.08 %
Oakley Capital Investments Ord
Private Equity
3.5 % 26.2 % 100.4 % 61.2 % 1.6 % 0.81 %
BH Macro GBP Ord
Hedge Funds
N/A 25.7 % 35.9 % 35.5 % 0 % 0.83 %
Utilico Emerging Markets Ord
Global Emerging Markets
3.2 % 25.5 % 37.9 % 56.2 % 2.7 % 1.07 %
Jupiter Emerging European Opps I Acc
Specialist
4.2 % 25.3 % 56.5 % 57 % 2.5 % 1.21 %

Showing page 1/133. Found 3978 instruments from a total of 6299.

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.