Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
FastForward Innovations Limited Ord
Private Equity
-10 % -39.4 % -38.4 % N/A 0 % 5.97 %
Value And Income Ord
UK Equity Income
-10.3 % -39.7 % -36.2 % -25 % 3.3 % 1.34 %
HWSI Realisation Fund Limited
Debt - Direct Lending
N/A -40.6 % -45.5 % N/A 5.6 % 1.85 %
Schroder Real Estate Invest Ord
Property - UK Commercial
-14.5 % -40.7 % -42.6 % -32.8 % 3.4 % 2.9 %
JZ Capital Partners ZDP 2022
Flexible Investment
N/A -41.7 % -38.5 % N/A 0 % 3.48 %
TB Guinness Global Energy I Acc
Specialist
-13.7 % -42.2 % -28.3 % -25.1 % 2.6 % 0.95 %
Reconstruction Capital II Ord
Private Equity
0.4 % -42.3 % -44.3 % 13.5 % 0 % 2.93 %
ASI UK Recovery Equity P1 Acc
UK All Companies
-8.1 % -42.4 % -52.2 % -33 % 4 % 1.01 %
British & American Ord
UK Equity Income
-19.2 % -42.4 % -72.4 % -65.3 % 12.3 % 9.1 %
Electra Private Equity Ord
Private Equity
-11.9 % -42.5 % -51.2 % -16 % 0 % 2.5 %
Marble Point Loan Financing Ord
Debt - Structured Finance
5.4 % -42.7 % N/A N/A 13.2 % 1.38 %
Infrastructure India Ord
Sector Specialist: Infrastructure
-4 % -43.9 % -71.8 % -92.7 % 0 % 7.17 %
Guinness Global Energy X
Global
-15 % -44 % -38.2 % -38.6 % 0 % 1.24 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
-13.3 % -44.7 % -25.1 % -61.8 % 0 % 3.32 %
NB Distressed Debt Inv Extended Life
Debt - Loans & Bonds
-5.9 % -46 % -45.2 % -43 % 1.2 % 2.44 %
Downing Two VCT 'K' Ord
VCT Generalist
N/A -46.5 % -52.9 % N/A 0 % 2.8 %
BMO Commercial Property Trust
Property - UK Commercial
-23.7 % -47.3 % -53 % -48.9 % 3.6 % 1.2 %
Polo Resources Ord
Sector Specialist: Commodities & Natural Resources
-15.6 % -47.4 % -54.2 % -53.9 % 0 % 4.12 %
Schroder ISF Global Energy C Dis GBP AV
Global
-18.8 % -47.8 % -50.8 % -58.4 % 4.7 % 1.3 %
Downing Three VCT 'J' Ord
VCT Generalist
N/A -48.6 % -57.6 % -57.6 % 0 % 3.29 %
Symphony International Holding Ord
Private Equity
-12.3 % -52.6 % -50 % -29.5 % 0 % 2.44 %
Doric Nimrod Air Three Ord
Sector Specialist: Leasing
-10.3 % -53.4 % -56 % -48 % 11.8 % 0.93 %
Schroder UK Public Private Trust plc
Growth Capital
-10.9 % -55.5 % -75.2 % -78.5 % 0 % 0.43 %
St Peter Port Capital Ord
Private Equity
-7.7 % -55.6 % -67.6 % -86.3 % 0 % 2.91 %
Doric Nimrod Air One Ord
Sector Specialist: Leasing
1.5 % -56.2 % -60.3 % -49.1 % 7.8 % 1.3 %
Crystal Amber Ord
UK Smaller Companies
-7.2 % -56.2 % -55.7 % -41.6 % 5.5 % 1.94 %
Amedeo Air Four Plus
Sector Specialist: Leasing
-1.5 % -59.7 % -59 % -51.7 % 5.1 % 1.08 %
Doric Nimrod Air Two Ord
Sector Specialist: Leasing
-7.4 % -60.5 % -60.9 % -55.2 % 10 % 1.09 %
Macau Property Opportunities Ord
Property Direct - Asia Pacific
-10.8 % -60.8 % -63 % -72.1 % 0 % 3.81 %
Riverstone Energy Ord
Sector Specialist: Commodities & Natural Resources
-12.3 % -65.6 % -76.2 % -70.4 % 0 % 1.9 %

Showing page 139/140. Found 4178 instruments from a total of 6501.

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.