Funds, ETFs & Investment Trusts

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Security types
% Return over term
Fund & Sector Perf. 1M Sort descending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
Life Settlement Assets B Ord
Sector Specialist: Insurance & Reinsurance Strategies
-21.7 % 6.3 % N/A N/A 0 % 6.07 %
BMO Commercial Property Trust
Property - UK Commercial
-20.1 % -41.5 % -50.7 % -44.8 % 3.6 % 1.2 %
LF Equity Income C Sterling Inc -18.5 % N/A -57.2 % -49.6 % 504 % 0.75 %
LF Equity Income C Sterling Acc -18.5 % N/A -90.9 % -89.3 % 503.8 % 0.75 %
Carador Income Repurchase Pool Ord
Debt - Structured Finance
-16.1 % -65.2 % N/A N/A 0 % 0 %
VT SmartFund Growth Strategy Z GBP Inc
Mixed Investment 40-85% Shares
-16.1 % -8.8 % -7.7 % 6.2 % 1.4 % 1.34 %
Gabelli Merger Plus+ Trust Ord
Hedge Funds
-15 % -19.3 % N/A N/A 5.1 % 1.37 %
British & American Ord
UK Equity Income
-14.9 % -39.4 % -69.5 % -61.4 % 12.3 % 4.98 %
FastForward Innovations Limited Ord
Private Equity
-13.7 % -49.5 % -54.6 % N/A 0 % 5.97 %
Cambium Global Timberland Ord
Sector Specialist: Forestry & Timber
-13.3 % -44.7 % -25.1 % -61.8 % 0 % 3.32 %
Schroder Real Estate Invest Ord
Property - UK Commercial
-13.1 % -41 % -42.8 % -32.5 % 3.4 % 2.9 %
Energiser Investments Ord
Property - Debt
-11.1 % 4.4 % -68 % -84.5 % 0 % 6.69 %
Alternative Income REIT PLC
Property - UK Commercial
-10.8 % -29.5 % -39.5 % N/A 5.6 % 1.74 %
Seneca Growth Capital VCT
VCT Specialist: Healthcare & Biotechnology
-10 % 17.4 % 38.2 % -8.6 % 0 % 0 %
Regional REIT Ord
Property - UK Commercial
-9.8 % -23.5 % -8.3 % N/A 7.5 % 4.08 %
GCP Student Living Ord
Property - UK Residential
-9.4 % -21 % -4.1 % 16.2 % 3.7 % 0.85 %
Macau Property Opportunities Ord
Property Direct - Asia Pacific
-9 % -59.5 % -61.2 % -71.2 % 0 % 3.81 %
Standard Life Inv. Prop. Inc. Ord
Property - UK Commercial
-8.4 % -30 % -18.2 % -2.3 % 5.7 % 3.83 %
Athelney Trust Ord
UK Smaller Companies
-8.3 % -19.5 % -26.4 % -10.7 % 4.1 % 4.51 %
Invesco Perpetual UK Smaller Ord
UK Smaller Companies
-8 % -25 % -6 % 25.6 % 2.1 % 0.97 %
Electra Private Equity Ord
Private Equity
-7.7 % -43 % -53.6 % -16.4 % 0 % 2.5 %
St Peter Port Capital Ord
Private Equity
-7.7 % -55.6 % -68.4 % -86.3 % 0 % 2.91 %
Jupiter UK Growth Ord
UK All Companies
-7.6 % -35.9 % -41.9 % -37.7 % 4.3 % 1.11 %
Worsley Investors Limited
UK Smaller Companies
-7.4 % -25.3 % -61.3 % -47.3 % 0 % 10.22 %
Polo Resources Ord
Sector Specialist: Commodities & Natural Resources
-7.4 % -43 % -51.4 % -56.2 % 0 % 4.12 %
Standard Life UK Smaller Co. Ord
UK Smaller Companies
-7.4 % 1.1 % 18.5 % 72.2 % 1.7 % 0.91 %
Polar Capital Japan Value S Sterling Hdg
Japan
-7.3 % -12.8 % -8.8 % -13.7 % 0 % 0.85 %
SWMC Small Cap European D GBP -7.2 % N/A N/A N/A 0 % 1.54 %
European Opportunities Trust
Europe
-7.2 % -19.2 % 3.4 % 41 % 0.7 % 0.9 %
Ardevora UK Equity C GBP Acc
UK All Companies
-6.9 % -1.4 % 17.9 % 41.1 % 0 % 1.14 %

Showing page 1/139. Found 4163 instruments from a total of 6480.

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.