Funds, ETFs & Investment Trusts

Filters

Security types
% Return over term
Fund & Sector Perf. 1M Sort descending Perf. 1Y Perf. 3Y Perf. 5Y Yield OCF
DP Aircraft I Ord
Sector Specialist: Leasing
-69.3 % -76.3 % -74.5 % -64.4 % 9 % 0.9 %
Fair Oaks Income 2017 Ord
Debt - Structured Finance
-57.1 % -60.1 % -58.7 % -39.8 % 10.6 % 0.25 %
Riverstone Credit Opportunities Income
Debt - Direct Lending
-56.6 % N/A N/A N/A 2.9 % 0 %
Infrastructure India Ord
Sector Specialist: Infrastructure
-53.1 % -54.6 % -86.4 % -94.6 % 0 % 7.17 %
JZ Capital Partners Ord
Flexible Investment
-53.1 % -72.4 % -78.3 % -67.9 % 0 % 3.22 %
Electra Private Equity Ord
Private Equity
-51.5 % -48.7 % -57.2 % -27.7 % 0 % 2.5 %
Chelverton UK Dividend Trust Ord
UK Equity Income
-51.4 % -49.8 % -56.1 % -35.1 % 9.8 % 1.98 %
Amedeo Air Four Plus
Sector Specialist: Leasing
-50.3 % -54.9 % -53.9 % N/A 7.5 % 1.08 %
Symphony International Holding Ord
Private Equity
-47.5 % -53.9 % -54.6 % -36.4 % 3.6 % 2.6 %
India Capital Growth Ord
Country Specialists: Asia Pacific
-47.5 % -64.6 % -63.8 % -46.7 % 0 % 2 %
Volta Finance Ord EUR
Debt - Structured Finance
-46.2 % -46.4 % -39.3 % -16.2 % 10 % 1.94 %
Better Capital PCC 2012 Ord
Private Equity
-46.2 % -55.6 % -69.3 % -81.9 % 0 % 1 %
Ediston Property Investment Company
Property - UK Commercial
-45.9 % -58.6 % -55.2 % -49.5 % 5.7 % 1.38 %
Tiger Resource Ord
Sector Specialist: Commodities & Natural Resources
-45.5 % -25 % -76.9 % -81.3 % 0 % 22.64 %
Doric Nimrod Air One Ord
Sector Specialist: Leasing
-44.3 % -62.3 % -64.3 % -57.3 % 7.8 % 1.3 %
Doric Nimrod Air Two Ord
Sector Specialist: Leasing
-43.7 % -59.5 % -59.8 % -57.5 % 10 % 1.09 %
Aberforth Split Level Income Ord
UK Smaller Companies
-42.7 % -46.7 % N/A N/A 9.9 % 1.18 %
SQN Asset Finance Income Ord
Sector Specialist: Leasing
-42.2 % -67.4 % -68.2 % -62.4 % 10.3 % 2.24 %
Artemis VCT PLC O Inc
VCT AIM Quoted
-42 % -29 % -19.3 % 41.4 % 0 % 2.68 %
Jupiter UK Growth Ord
UK All Companies
-41.9 % -44.2 % -47.8 % -43.9 % 4.6 % 1.38 %
Schroder ISF Global Energy C Dis GBP AV
Global
-41.7 % -63.3 % -69.7 % -69.5 % 7.2 % 1.3 %
ASI UK Recovery Equity P1 Acc
UK All Companies
-41.5 % -59.1 % -61.9 % -45.3 % 4.8 % 1.01 %
Dolphin Capital Investors Ord
Property Direct - Asia Pacific
-41.5 % -59.3 % -71.6 % -90.7 % 0 % 5.3 %
Fidelity Latin America W-Acc-GBP
Specialist
-40.9 % -42.4 % -38.5 % -20.2 % 0 % 1.08 %
Doric Nimrod Air Three Ord
Sector Specialist: Leasing
-40.8 % -52.2 % -53.6 % -50.7 % 11.8 % 0.93 %
Riverstone Energy Ord
Sector Specialist: Commodities & Natural Resources
-40.7 % -82.9 % -87 % -84.7 % 0 % 1.89 %
Macau Property Opportunities Ord
Property Direct - Asia Pacific
-40.5 % -61 % -66 % -71.5 % 0 % 3.81 %
UK Mortgages
Debt - Structured Finance
-40.4 % -45.5 % -48.7 % N/A 6 % 1.49 %
SME Credit Realisation Fund
Debt - Direct Lending
-40.4 % -39.4 % -44.4 % N/A 4.2 % 1.11 %
Liontrust Latin America C Acc GBP
Specialist
-40.3 % -39.4 % -29.2 % 0.6 % 3.6 % 1.1 %

Showing page 1/138. Found 4134 instruments from a total of 6313.

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.