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
Brown Advisory US Smaller Companies £ B
North American Smaller Companies
6.5 % 21.5 % 66.9 % N/A 0 % 0.94 %
Morgan Stanley Glb Brands Eq Inc I Acc
Global Equity Income
3.9 % 21.4 % N/A N/A 3.5 % 1 %
Morgan Stanley Glb Brands Eq Inc I Inc
Global Equity Income
3.9 % 21.4 % N/A N/A 3.6 % 1 %
Lindsell Train Global Equity D GBP Inc
Global
4.1 % 21.3 % 80.5 % 186.6 % 0.9 % 0.5 %
Investec American Franchise I Acc GBP
North America
5.8 % 21.3 % 83.9 % 158.1 % 0.3 % 0.83 %
Barings ASEAN Frontiers I GBP Acc
Asia Pacific Excluding Japan
7.8 % 21.2 % 38.9 % 65 % 0 % 1 %
Downing Two VCT 'F' Ord
VCT Generalist
N/A 21.1 % -49.7 % -48.1 % 0 % 2.75 %
Lindsell Train Global Equity B GBP Inc
Global
4 % 21.1 % 79.5 % 183.9 % 0.7 % 0.65 %
Morgan Stanley US Advantage I Acc GBP
North America
6.2 % 21 % N/A N/A 0 % 0.85 %
GAM Star Capital Apprec US Eq Instl £Acc
North America
4.8 % 21 % 55.2 % 89.8 % 0 % 1.33 %
Loomis Sayles US Equity Leaders I/A GBP
North America
7.1 % 20.9 % 73.4 % 174.5 % 0.2 % 0.8 %
AXA Framlington FinTech Z GBP Acc
Specialist
7.2 % 20.8 % 74.8 % 94 % 5.2 % 0.87 %
Martin Currie Global Portfolio Ord
Global
7 % 20.7 % 59.4 % 102.2 % 1.1 % 0.68 %
Fundsmith Equity I Acc
Global
5.7 % 20.7 % 71.3 % 184.3 % 0.7 % 0.95 %
Fundsmith Equity I Inc
Global
5.7 % 20.7 % 71.3 % 184.2 % 0.7 % 0.95 %
UBS US Growth C Acc
North America
7.2 % 20.7 % 81 % 154.9 % 0 % 0.88 %
LF Miton Global Infrastructure Inc F Acc
Global Equity Income
4.8 % 20.7 % N/A N/A 4 % 0.9 %
LF Miton Global Infrastructure Inc F Inc
Global Equity Income
4.8 % 20.7 % N/A N/A 4.2 % 0.9 %
Troy Trojan Global Eq S Acc
Global
4.8 % 20.6 % 50.8 % 115.9 % 0.7 % 0.83 %
Troy Trojan Global Eq S Inc
Global
4.8 % 20.6 % 50.8 % 115.9 % 0.7 % 0.83 %
Loomis Sayles US Equity Leaders N/A GBP
North America
7.1 % 20.6 % 72.4 % 171.9 % 0 % 1 %
Janus Henderson Hrzn Glbl Pty Eqs H2 GBP
Property Other
2.4 % 20.6 % 33.5 % 90.7 % 0 % 1.07 %
Fundsmith Equity T Acc
Global
5.6 % 20.6 % 70.8 % 182.9 % 0.6 % 1.05 %
Fundsmith Equity T Inc
Global
5.6 % 20.6 % 70.8 % 182.8 % 0.6 % 1.05 %
Troy Trojan Global Eq O Inc
Global
4.8 % 20.5 % 50.3 % 114.2 % 0.6 % 0.93 %
Troy Trojan Global Eq O Acc
Global
4.8 % 20.5 % 50.4 % 114.2 % 0.6 % 0.93 %
Foresight Solar Ord
Sector Specialist: Infrastructure - Renewable Energy
4.6 % 20.4 % 54.6 % 63.1 % 6 % 1.2 %
UBS US Growth B Acc
North America
7.2 % 20.4 % 79.7 % 151.9 % 0 % 1.1 %
Janus Henderson US Growth I Acc
North America
6.5 % 20.3 % 57.6 % 111.4 % 0.1 % 0.84 %
Fundsmith Equity Sicav I GBP Acc 5.4 % 20.2 % 70 % 180.5 % 0 % 1.05 %

Showing page 4/133. Found 3970 instruments from a total of 6291.

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.