Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Sort descending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
Global Resources IT Ord
Sector Specialist: Commodities & Natural Resources
-40 % -85 % -75.5 % -95.7 % 0 % 5.57 %
CATCo Reinsurance Opps C
Sector Specialist: Insurance & Reinsurance Strategies
-31.3 % -77.9 % N/A N/A 8.8 % 0 %
Vinaland Ord
Property Direct - Asia Pacific
-25.9 % -72.1 % -63 % -40.8 % 0 % 1.49 %
Lindsell Train Ord
Global
-23.3 % 44.6 % 99.1 % 369 % 2.2 % 0.88 %
Origo Partners Ord
Private Equity
-20 % -30 % -49.1 % -98.2 % 0 % 15.18 %
CATCo Reinsurance Opps Ord
Sector Specialist: Insurance & Reinsurance Strategies
-17.4 % -74.4 % -85.2 % -73 % 9.7 % 5.53 %
Edge Performance VCT 'I' Ord
VCT Specialist: Media, Leisure & Events
-15.9 % -47 % -70.4 % -74.3 % 0 % 3.38 %
Infrastructure India Ord
Sector Specialist: Infrastructure
-15.2 % 8.3 % -86.1 % -86.6 % 0 % 3.27 %
St Peter Port Capital Ord
Private Equity
-12.9 % -21.7 % -30.8 % -86.8 % 0 % 6.02 %
Oxford Technology VCT 2 Ord
VCT Specialist: Technology
-12.1 % -30.1 % 57.1 % 116 % 0 % 4.84 %
Hadrian's Wall Secured Investments Ord
Debt - Direct Lending
-10.3 % -12.6 % -7.3 % N/A 6.3 % 2.06 %
Drum Income Plus REIT Ord
Property - UK Commercial
-10.1 % -8.5 % -6.1 % N/A 6.7 % 2.23 %
Ground Rents Income Fund Plc
Property - UK Commercial
-10.1 % -17.9 % -24.1 % -5.4 % 3.5 % 1.1 %
Downing Strategic Micro-Cap Inv. Trust
UK Smaller Companies
-9.6 % -28.6 % N/A N/A 1.7 % 1.82 %
Downing Four Generalist Shs
VCT Generalist Pre Qualifying
-7.9 % -12.5 % N/A N/A 0 % 0.93 %
Boussard & Gavaudan GBP Ord
Hedge Funds
-7.6 % -15.7 % -2.4 % 18.9 % 0 % 1.57 %
UK Mortgages
Debt - Structured Finance
-7.4 % -13 % -8.9 % N/A 7.4 % 3.25 %
VT Garraway Absolute Eq I GBP Acc -6.8 % -39.2 % -38.3 % -36.3 % 0 % 0.95 %
VT Garraway Absolute Eq I GBP Inc -6.8 % -39.2 % -38.1 % -36.4 % 0 % 0.95 %
Alternative Liquidity Fund
Hedge Funds
-6.8 % -7.7 % 220.8 % N/A 0 % 2.39 %
Chelverton Growth Trust Ord
UK Smaller Companies
-6.3 % -23.9 % -36.4 % 6 % 0 % 4.2 %
Invesco Perpetual UK Smaller Ord
UK Smaller Companies
-6.2 % 0.3 % 60 % 99 % 2 % 0.88 %
Rights & Issues Investment Trust Ord
UK Smaller Companies
-6.2 % -16.1 % 41 % 83.1 % 1.5 % 0.46 %
LMS Capital Ord
Private Equity
-6 % -4.6 % -20.8 % -41.2 % 0 % 1.89 %
Puma VCT 10
VCT Generalist
-5.6 % -5.6 % -6.6 % -8.5 % 9 % 3 %
SVM UK Emerging Ord
UK Smaller Companies
-5.6 % -21.7 % 53.9 % 74.2 % 0 % 1.83 %
Acorn Income Fund Ord
UK Equity & Bond Income
-5.5 % -18.2 % 28.2 % 34 % 4.8 % 1.59 %
Independent Ord
UK All Companies
-5.4 % -32.4 % 47.4 % 102 % 1.8 % 0.21 %
Crystal Amber Ord
UK Smaller Companies
-5.4 % -10.5 % 50 % 52.3 % 2 % 2.01 %
Gresham House Strategic plc
UK Smaller Companies
-5.1 % 9.8 % 50.9 % N/A 2.1 % 2.86 %

Showing page 1/133. Found 3978 instruments from a total of 6299.

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.