Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
Aseana Properties Ord
Property Direct - Asia Pacific
-3.1 % -13.9 % -9.9 % 28.5 % 0 % 19.37 %
BGF World Energy D4 GBP
Specialist
-6.5 % -14 % -14 % -15.3 % 2 % 1.31 %
AEW UK Long Lease REIT Ord
Property - UK Commercial
2.8 % -14.7 % N/A N/A 5.9 % 1.74 %
Ground Rents Income Fund Plc
Property - UK Commercial
8.4 % -14.7 % -22.6 % 7.8 % 2.7 % 1.1 %
Odey Odyssey I GBP Inc -2.2 % -15 % -31.3 % -38.1 % 0 % 1.14 %
Barings Korea I GBP Inc
Specialist
-3.3 % -15.1 % -10.4 % 9.4 % 0.2 % 0.93 %
Barings Korea I GBP Acc
Specialist
-3.3 % -15.2 % -10.4 % 9.5 % 0.6 % 0.94 %
Ceiba Investments Ord
Property Direct - Asia Pacific
3.9 % -15.7 % N/A N/A 6.1 % 1.96 %
NB Distressed Debt Ord
Debt - Loans & Bonds
-5.6 % -16 % -15 % -2.7 % 0 % 2.45 %
SME Credit Realisation Fund
Debt - Direct Lending
-1.2 % -16.1 % -3.1 % N/A 4.2 % 1.11 %
Odey Swan I GBP Inc 2.2 % -16.1 % -17 % -47.3 % 0 % 1.35 %
Doric Nimrod Air One Ord
Sector Specialist: Leasing
-0.8 % -16.4 % -2.3 % 17.6 % 7.9 % 1.35 %
L&G UK Alpha I Acc
UK All Companies
4.7 % -16.4 % -11.3 % -6.2 % 0.7 % 0.78 %
Marble Point Loan Financing Ord
Debt - Structured Finance
-3.2 % -16.4 % N/A N/A 10.1 % 1.4 %
Independent Ord
UK All Companies
0.4 % -16.5 % 44.6 % 112.3 % 2 % 0.21 %
Reconstruction Capital II Ord
Private Equity
-2.7 % -16.6 % -15.1 % 101.4 % 0 % 2.95 %
Artemis VCT PLC O Inc
VCT AIM Quoted
17.3 % -16.9 % 53 % 143.1 % 0 % 2.39 %
Africa Opportunity Ord
Global Emerging Markets
-4 % -17.2 % -16.3 % -23.3 % 0 % 2.41 %
LF Woodford Income Focus C Sterling Acc
UK Equity Income
-0.2 % -17.4 % N/A N/A 7.2 % 0.75 %
LF Woodford Income Focus C Sterling Inc
UK Equity Income
-0.2 % -17.4 % N/A N/A 7.5 % 0.75 %
Origo Partners Ord
Private Equity
114.7 % -17.4 % -83.5 % -96.4 % 0 % 15.18 %
Civitas Social Housing Ord
Property - UK Residential
-2 % -17.6 % N/A N/A 4.9 % 1.93 %
MI Downing UK Micro-Cap Growth B
UK Smaller Companies
-2.1 % -17.9 % -12.4 % 7.1 % 0.7 % 1.42 %
Amedeo Air Four Plus
Sector Specialist: Leasing
-4.6 % -18.1 % -3 % N/A 7.7 % 1.08 %
DP Aircraft I Ord
Sector Specialist: Leasing
-9 % -18.7 % -12.6 % 38.1 % 9 % 0.9 %
NB Distressed Debt Inv Extended Life
Debt - Loans & Bonds
-4.4 % -18.9 % -18.6 % -16 % 1.5 % 2.45 %
Aberdeen Standard Asia Focus 2025 CULS
Asia Pacific Smaller Companies
N/A -18.9 % -13.7 % -11.5 % 0 % 1.24 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
N/A -19 % N/A N/A 0 % 1.73 %
Electra Private Equity Ord
Private Equity
-3.5 % -19.3 % -1.8 % 79.2 % 0 % 1.3 %
Guinness Global Energy X
Global
-9.3 % -19.9 % -18.4 % -19.6 % 0 % 1.24 %

Showing page 136/138. Found 4131 instruments from a total of 6271.

Data provided by Morningstar.

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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.