Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
NB Distressed Debt Ord
Debt - Loans & Bonds
-11.7 % -26.7 % -32.8 % -26.3 % 0 % 2.44 %
Value And Income Ord
UK Equity Income
-1 % -26.8 % -27.7 % -15.9 % 4.6 % 1.34 %
Alquity Latin America GBP Y
Specialist
10 % -27.5 % -29 % -3.2 % 0 % 1.9 %
Honeycomb Investment Trust
Debt - Direct Lending
0.7 % -27.8 % -18.5 % N/A 8 % 1.8 %
Globalworth Real Estate Investments Ord
Property Direct - Europe
-0.5 % -27.8 % -0.4 % 45.2 % 6.7 % 5.15 %
Volta Finance Ord EUR
Debt - Structured Finance
21.7 % -28 % -20.9 % 18.6 % 10.7 % 1.95 %
Jupiter India Select D GBP Acc
Specialist
-1.1 % -28.1 % -36.2 % N/A 0 % 0.95 %
Jupiter India I Acc
Specialist
-1 % -28.2 % -36.8 % 1.6 % 0.7 % 0.99 %
Invesco Latin American UK Y Acc
Specialist
16.8 % -28.3 % -20.7 % -9.2 % 3 % 0.95 %
Invesco Latin American UK Y Inc
Specialist
16.8 % -28.3 % -20.6 % -9.2 % 3.1 % 0.95 %
Invesco Latin American UK Z Acc
Specialist
16.8 % -28.3 % -20.8 % -9.4 % 3 % 1 %
Invesco Latin American UK Z Inc
Specialist
16.8 % -28.3 % -20.8 % -9.4 % 3 % 1 %
Schroder European Real Estate Inv Trust
Property Direct - Europe
2.3 % -28.3 % -22.4 % N/A 5.7 % 2.75 %
Ashmore SICAV Emg Mkts Sht Dura Z GBP 15.8 % -28.4 % -23.5 % -4 % 10.8 % 0.81 %
Alquity Latin America GBP R
Specialist
9.9 % -28.4 % -32.2 % -11.2 % 0 % 3 %
Marwyn Value Investors Ord
UK Smaller Companies
10.4 % -28.6 % -44.3 % -56.3 % 0 % 0 %
LMS Capital Ord
Private Equity
-6 % -29 % -17 % -52.9 % 7.7 % 5.69 %
JPEL Private Equity Ord
Private Equity
-2.3 % -29.3 % -17.1 % 28.6 % 0 % 1.23 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
N/A -29.3 % -4.2 % 115.5 % 6 % 4.18 %
LF ASI Income Focus C Sterling Inc
UK Equity Income
5.6 % -29.6 % -45.2 % N/A 9 % 0.75 %
LF ASI Income Focus C Sterling Acc
UK Equity Income
5.6 % -29.7 % -45.2 % N/A 8.6 % 0.75 %
Brown Advisory Latin American B GBP Inc
Specialist
11.2 % -29.8 % -36 % -17 % 1.2 % 1.52 %
Temple Bar Ord
UK Equity Income
14.8 % -29.9 % -28.9 % -18.5 % 6 % 0.49 %
Liontrust India C Acc GBP
Specialist
1.8 % -30 % -31.3 % -1.1 % 0 % 1.15 %
Tiger Resource Ord
Sector Specialist: Commodities & Natural Resources
16.7 % -30 % -73.1 % -78.1 % 0 % 22.64 %
JPMorgan Indian Ord
Country Specialists: Asia Pacific
11.3 % -30 % -25.2 % 6.3 % 0 % 1.06 %
Ceiba Investments Ord
Property Direct - Asia Pacific
N/A -30.1 % N/A N/A 0 % 2.21 %
LF Equity Income C Sterling Inc -2.2 % -30.1 % -47.2 % -39.4 % 411.8 % 0.75 %
BMO Real Estate Investments Ord
Property - UK Commercial
21.6 % -30.6 % -34.2 % -20.8 % 5 % 1.25 %
Secure Income REIT Ord
Property - UK Commercial
-0.2 % -31 % -12.5 % 9 % 3.9 % 1.34 %

Showing page 136/139. Found 4143 instruments from a total of 6375.

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.