Funds, ETFs & Investment Trusts

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% Return over term
Fund & Sector Perf. 1M Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Yield OCF
T. Rowe Price Glb Foc Gr Eq Q GBP
Global
9.8 % 21.8 % 52.3 % 125.5 % 0 % 0.88 %
Janus Henderson Instl Lg Datd Gilt I Acc
UK Gilts
0.3 % 21.8 % 27 % 55.3 % 1 % 0.56 %
Ecofin Global Utilities & Infra Ord
Sector Specialist: Utilities
1.4 % 21.7 % 43.7 % N/A 5.4 % 1.68 %
Natixis Loomis Sayles US Eq Ldrs N/A £
North America
7.7 % 21.7 % 58.1 % 144.3 % 0.1 % 1 %
Franklin US Opportunities Z Acc
North America
10.2 % 21.6 % 55.3 % 109.2 % 0 % 1.04 %
T. Rowe Price Jap Eq CAcc9GBP
Japan
11.3 % 21.5 % 36.8 % N/A 1 % 0.62 %
T. Rowe Price US Lg Cap Gr Eq Q GBP
North America
7.7 % 21.5 % 66.6 % 149.4 % 0 % 0.74 %
Janus Henderson Instl Lg Datd Gilt A Inc
UK Gilts
0.3 % 21.3 % 25.6 % 52.7 % 0.7 % 0.93 %
Legg Mason IF MC US Uncons X Acc £
North America
9.4 % 21.3 % 60.9 % 109.4 % 0 % 0.94 %
Nomura Fds Japan High Conviction I GBP
Japan
15.5 % 21 % N/A N/A 0 % 1.14 %
Fidelity Japan Trust Ord
Japan
18 % 20.8 % 54.8 % 102.3 % 0 % 0.97 %
Legg Mason CB US Eq Sust Ldrs X GBP Acc
North America
7.2 % 20.7 % 52.6 % N/A 0 % 1.07 %
AXA Framlington American Growth Z Inc
North America
9.1 % 20.5 % 64.2 % 117.6 % 0 % 0.82 %
AXA Framlington American Growth Z Acc
North America
9.1 % 20.5 % 64.2 % 117.6 % 0 % 0.82 %
AXA Framlington Health Z GBP Acc
Specialist
3.7 % 20.5 % 32.2 % 49.9 % 0.2 % 0.82 %
Schroder ISF Greater China C Dis GBP AV
China/Greater China
3.3 % 20.5 % 32.9 % 67.8 % 1.8 % 1.3 %
AXA Framlington Health Z Inc
Specialist
3.6 % 20.5 % 32.1 % 49.9 % 0.2 % 0.82 %
BNY Mellon Long Gilt Inst Acc
UK Gilts
-0.1 % 20.4 % 26.4 % 55.3 % 0.8 % 0.61 %
JPM Global Healthcare A (dist) GBP 0.7 % 20.4 % 42.4 % 49.2 % 0 % 1.81 %
FP Carmignac European Leaders B GBP Acc
Europe Excluding UK
11.2 % 20.3 % N/A N/A 0 % 0.55 %
Pictet-Clean Energy I dy GBP
Global
10.4 % 20.3 % 22.4 % 38.8 % 0.1 % 1.15 %
Legg Mason IF Japan Equity X Acc
Japan
14.2 % 20.3 % 49.6 % 186.6 % 0 % 1.03 %
Brown Advisory US Equity Growth £ B Hdg
North America
7.1 % 19.9 % 61.5 % 81.6 % 0 % 0.94 %
Polar Capital Glb Healthcare Ord
Sector Specialist: Biotechnology & Healthcare
2.1 % 19.8 % 24.5 % 52.4 % 0.8 % 1.13 %
Ninety One American Franchise I Acc £
North America
8.8 % 19.6 % 64.8 % 136.1 % 0.2 % 0.82 %
Threadneedle Global Focus Z Grs Acc GBP
Global
5.4 % 19.6 % N/A N/A 0 % 0.9 %
Legg Mason CB US Lg Cp Gr X GBP Acc
North America
9.5 % 19.4 % 58.3 % N/A 0 % 1.06 %
T. Rowe Price US Blue Chip Eq Q GBP
North America
7.4 % 19.4 % 64.1 % 141 % 0 % 0.81 %
LF Miton European Opportunities F Acc
Europe Excluding UK
11.8 % 19.4 % 49.9 % N/A 0.7 % 0.59 %
JPM Japan C Net Acc
Japan
9.7 % 19.4 % 44.7 % 101.5 % 0.3 % 0.82 %

Showing page 5/139. Found 4143 instruments from a total of 6368.

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.