MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
7IM Balanced A Inc Mixed Investment 20-60% Shares 1 -3.02 1.20
7IM Balanced B Acc Mixed Investment 20-60% Shares 1 -2.78 1.30
7IM Balanced C Acc Mixed Investment 20-60% Shares 1 -2.53 1.40
7IM Balanced C Inc Mixed Investment 20-60% Shares 1 -2.52 1.40
7IM Balanced D Acc Mixed Investment 20-60% Shares 1 -3.01 1.20
7IM Balanced D Inc Mixed Investment 20-60% Shares 1 -3.00 1.20
7IM Balanced S Acc Mixed Investment 20-60% Shares 1 -2.28 1.60
7IM Balanced S Inc Mixed Investment 20-60% Shares 1 -2.29 1.60
7IM Cautious C Acc Mixed Investment 0-35% Shares 1 -1.21 1.40
7IM Cautious C Inc Mixed Investment 0-35% Shares 1 -1.22 1.40
7IM Cautious S Acc Mixed Investment 0-35% Shares 1 -1.02 1.40
7IM Cautious S Inc Mixed Investment 0-35% Shares 1 -1.03 1.40
7IM Dyn Planner Pfl 4 C Acc Volatility Managed -0.28 0.70
7IM Dyn Planner Pfl 4 C Inc Volatility Managed -0.29 0.70
7IM Dyn Planner Pfl 5 C Acc Volatility Managed -0.80 0.60
7IM Dyn Planner Pfl 5 C Inc Volatility Managed -0.80 0.60
7IM Dyn Planner Pfl 6 C Acc Volatility Managed -1.36 0.50
7IM Dyn Planner Pfl 6 C Inc Volatility Managed -1.36 0.50
7IM Emerging Mkts Eq Val C Inc Global Emerging Markets -16.65 3.10
7IM Emerging Mkts Eq Val Z Inc Global Emerging Markets -16.47 3.10
7IM European (ex UK) Equ Val C Inc Europe Excluding UK 3 -4.76 3.40
7IM European (ex UK) Equ Val Z Inc Europe Excluding UK 3 -4.52 3.40
7IM Moderately Adventurous A Acc Mixed Investment 40-85% Shares 1 -3.46 0.10
7IM Moderately Adventurous A Inc Mixed Investment 40-85% Shares 1 -3.46 0.10
7IM Moderately Adventurous B Acc Mixed Investment 40-85% Shares 1 -3.23 0.40
7IM Moderately Adventurous C Acc Mixed Investment 40-85% Shares 1 -2.98 0.60
7IM Moderately Adventurous C Inc Mixed Investment 40-85% Shares 1 -2.98 0.60
7IM Moderately Adventurous D Acc Mixed Investment 40-85% Shares 1 -3.47 0.10
7IM Moderately Adventurous D Inc Mixed Investment 40-85% Shares 1 -3.47 0.10
7IM Moderately Adventurous S Acc Mixed Investment 40-85% Shares 1 -2.74 0.90
7IM Moderately Adventurous S Inc Mixed Investment 40-85% Shares 1 -2.74 0.90
7IM Moderately Cautious A Acc Mixed Investment 0-35% Shares 1 -3.68 1.90
7IM Moderately Cautious A Inc Mixed Investment 0-35% Shares 1 -3.68 1.90
7IM Moderately Cautious B Acc Mixed Investment 0-35% Shares 1 -3.45 1.90
7IM Moderately Cautious C Acc Mixed Investment 0-35% Shares 1 -3.21 1.90
7IM Moderately Cautious C Inc Mixed Investment 0-35% Shares 1 -3.21 1.90
7IM Moderately Cautious D Acc Mixed Investment 0-35% Shares 1 -3.68 1.90
7IM Moderately Cautious D Inc Mixed Investment 0-35% Shares 1 -3.67 1.90
7IM Moderately Cautious S Acc Mixed Investment 0-35% Shares 1 -2.97 1.90
7IM Moderately Cautious S Inc Mixed Investment 0-35% Shares 1 -2.97 1.90
7IM Personal Injury A Acc Mixed Investment 0-35% Shares 1 -1.68 1.60
7IM Personal Injury B Acc Mixed Investment 0-35% Shares 1 -1.10 1.60
7IM Personal Injury B Inc Mixed Investment 0-35% Shares 1 -1.10 1.60
7IM Personal Injury C Acc Mixed Investment 0-35% Shares 1 -1.09 1.60
7IM Personal Injury C Inc Mixed Investment 0-35% Shares 1 -1.09 1.60
7IM Personal Injury D Acc Mixed Investment 0-35% Shares 1 -1.80 1.60
7IM Personal Injury D Inc Mixed Investment 0-35% Shares 1 -1.80 1.60
7IM Personal Injury E Acc Mixed Investment 0-35% Shares 1 -1.49 1.60
7IM Personal Injury S Acc Mixed Investment 0-35% Shares 1 -0.90 1.60
7IM Personal Injury S Inc Mixed Investment 0-35% Shares 1 -0.90 1.60
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
7IM Balanced A Inc -0.30 0.65 -2.47 -4.18 -2.59 19/10/2018
7IM Balanced B Acc -0.30 0.65 -2.46 -4.12 -2.47 19/10/2018
7IM Balanced C Acc -0.30 0.66 -2.43 -4.06 -2.35 19/10/2018
7IM Balanced C Inc -0.29 0.66 -2.43 -4.06 -2.34 19/10/2018
7IM Balanced D Acc -0.30 0.64 -2.47 -4.18 -2.59 19/10/2018
7IM Balanced D Inc -0.30 0.65 -2.47 -4.16 -2.58 19/10/2018
7IM Balanced S Acc -0.30 0.66 -2.42 -4.00 -2.22 19/10/2018
7IM Balanced S Inc -0.30 0.66 -2.41 -4.00 -2.22 19/10/2018
7IM Cautious C Acc -0.23 0.35 -1.10 -1.96 -0.68 19/10/2018
7IM Cautious C Inc -0.23 0.36 -1.10 -1.97 -0.68 19/10/2018
7IM Cautious S Acc -0.23 0.36 -1.09 -1.92 -0.59 19/10/2018
7IM Cautious S Inc -0.24 0.35 -1.09 -1.93 -0.58 19/10/2018
7IM Dyn Planner Pfl 4 C Acc -0.04 0.58 -1.74 -3.23 0.73 19/10/2018
7IM Dyn Planner Pfl 4 C Inc -0.04 0.58 -1.75 -3.26 0.74 19/10/2018
7IM Dyn Planner Pfl 5 C Acc -0.05 0.60 -2.44 -3.97 0.29 19/10/2018
7IM Dyn Planner Pfl 5 C Inc -0.04 0.60 -2.43 -3.98 0.29 19/10/2018
7IM Dyn Planner Pfl 6 C Acc -0.09 0.53 -2.95 -4.78 -0.30 19/10/2018
7IM Dyn Planner Pfl 6 C Inc -0.09 0.52 -2.95 -4.80 -0.32 19/10/2018
7IM Emerging Mkts Eq Val C Inc -0.02 0.80 -5.04 -11.26 -14.36 19/10/2018
7IM Emerging Mkts Eq Val Z Inc -0.01 0.81 -5.02 -11.19 -14.25 19/10/2018
7IM European (ex UK) Equ Val C Inc -1.08 0.39 -4.48 -6.35 -4.37 19/10/2018
7IM European (ex UK) Equ Val Z Inc -1.08 0.38 -4.46 -6.29 -4.26 19/10/2018
7IM Moderately Adventurous A Acc -0.37 0.88 -3.39 -5.45 -3.18 19/10/2018
7IM Moderately Adventurous A Inc -0.38 0.88 -3.39 -5.45 -3.18 19/10/2018
7IM Moderately Adventurous B Acc -0.38 0.89 -3.37 -5.39 -3.06 19/10/2018
7IM Moderately Adventurous C Acc -0.38 0.89 -3.35 -5.33 -2.93 19/10/2018
7IM Moderately Adventurous C Inc -0.38 0.89 -3.35 -5.34 -2.93 19/10/2018
7IM Moderately Adventurous D Acc -0.37 0.89 -3.39 -5.45 -3.17 19/10/2018
7IM Moderately Adventurous D Inc -0.38 0.88 -3.39 -5.45 -3.18 19/10/2018
7IM Moderately Adventurous S Acc -0.37 0.90 -3.32 -5.27 -2.81 19/10/2018
7IM Moderately Adventurous S Inc -0.38 0.90 -3.33 -5.28 -2.82 19/10/2018
7IM Moderately Cautious A Acc -0.24 0.46 -1.84 -3.27 -2.84 19/10/2018
7IM Moderately Cautious A Inc -0.23 0.46 -1.84 -3.27 -2.84 19/10/2018
7IM Moderately Cautious B Acc -0.24 0.46 -1.82 -3.21 -2.71 19/10/2018
7IM Moderately Cautious C Acc -0.24 0.47 -1.80 -3.15 -2.59 19/10/2018
7IM Moderately Cautious C Inc -0.24 0.47 -1.80 -3.14 -2.58 19/10/2018
7IM Moderately Cautious D Acc -0.24 0.46 -1.84 -3.26 -2.84 19/10/2018
7IM Moderately Cautious D Inc -0.24 0.46 -1.84 -3.26 -2.83 19/10/2018
7IM Moderately Cautious S Acc -0.23 0.48 -1.78 -3.08 -2.44 19/10/2018
7IM Moderately Cautious S Inc -0.23 0.48 -1.77 -3.08 -2.45 19/10/2018
7IM Personal Injury A Acc -0.09 0.38 -0.99 -1.96 -0.85 19/10/2018
7IM Personal Injury B Acc -0.09 0.39 -0.94 -1.80 -0.55 19/10/2018
7IM Personal Injury B Inc -0.09 0.39 -0.94 -1.81 -0.55 19/10/2018
7IM Personal Injury C Acc -0.08 0.39 -0.94 -1.81 -0.55 19/10/2018
7IM Personal Injury C Inc -0.09 0.38 -0.94 -1.82 -0.56 19/10/2018
7IM Personal Injury D Acc -0.08 0.38 -1.00 -1.98 -0.92 19/10/2018
7IM Personal Injury D Inc -0.09 0.37 -1.00 -1.99 -0.92 19/10/2018
7IM Personal Injury E Acc -0.09 0.38 -0.97 -1.91 -0.76 19/10/2018
7IM Personal Injury S Acc -0.09 0.39 -0.93 -1.76 -0.46 19/10/2018
7IM Personal Injury S Inc -0.08 0.40 -0.92 -1.76 -0.45 19/10/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
7IM Balanced A Inc 1 -3.02 5.10 9.19 5.96 0.75
7IM Balanced B Acc 1 -2.78 5.37 9.50 6.21 0.94
7IM Balanced C Acc 1 -2.53 5.63 9.78 6.47 1.15
7IM Balanced C Inc 1 -2.52 5.63 9.77 6.47 1.14
7IM Balanced D Acc 1 -3.01 5.11 9.20 5.96 0.74
7IM Balanced D Inc 1 -3.00 5.10 9.20 5.95 0.75
7IM Balanced S Acc 1 -2.28 5.90 10.06 6.70 -
7IM Balanced S Inc 1 -2.29 5.90 10.05 6.71 -
7IM Cautious C Acc 1 -1.21 2.30 6.82 - -
7IM Cautious C Inc 1 -1.22 2.36 6.81 - -
7IM Cautious S Acc 1 -1.02 2.52 7.01 - -
7IM Cautious S Inc 1 -1.03 2.56 7.07 - -
7IM Dyn Planner Pfl 4 C Acc -0.28 - - - -
7IM Dyn Planner Pfl 4 C Inc -0.29 - - - -
7IM Dyn Planner Pfl 5 C Acc -0.80 - - - -
7IM Dyn Planner Pfl 5 C Inc -0.80 - - - -
7IM Dyn Planner Pfl 6 C Acc -1.36 - - - -
7IM Dyn Planner Pfl 6 C Inc -1.36 - - - -
7IM Emerging Mkts Eq Val C Inc -16.65 10.81 35.86 - -
7IM Emerging Mkts Eq Val Z Inc -16.47 11.15 36.25 - -
7IM European (ex UK) Equ Val C Inc 3 -4.76 25.25 14.48 - -
7IM European (ex UK) Equ Val Z Inc 3 -4.52 25.56 14.74 - -
7IM Moderately Adventurous A Acc 1 -3.46 8.83 11.12 8.32 -0.22
7IM Moderately Adventurous A Inc 1 -3.46 8.84 11.06 8.33 -0.29
7IM Moderately Adventurous B Acc 1 -3.23 9.11 11.40 8.60 0.01
7IM Moderately Adventurous C Acc 1 -2.98 9.39 11.67 8.88 0.26
7IM Moderately Adventurous C Inc 1 -2.98 9.38 11.66 8.88 0.27
7IM Moderately Adventurous D Acc 1 -3.47 8.84 11.11 8.33 -0.24
7IM Moderately Adventurous D Inc 1 -3.47 8.83 11.04 8.33 -0.24
7IM Moderately Adventurous S Acc 1 -2.74 9.64 11.96 9.14 -
7IM Moderately Adventurous S Inc 1 -2.74 9.65 11.93 9.16 -
7IM Moderately Cautious A Acc 1 -3.68 2.38 6.77 4.13 1.51
7IM Moderately Cautious A Inc 1 -3.68 2.37 5.95 3.41 1.52
7IM Moderately Cautious B Acc 1 -3.45 2.59 6.98 4.34 1.71
7IM Moderately Cautious C Acc 1 -3.21 2.79 7.20 4.55 1.92
7IM Moderately Cautious C Inc 1 -3.21 2.78 7.18 4.55 1.91
7IM Moderately Cautious D Acc 1 -3.68 2.38 6.76 4.13 1.50
7IM Moderately Cautious D Inc 1 -3.67 2.37 6.72 4.14 1.50
7IM Moderately Cautious S Acc 1 -2.97 3.00 7.41 4.76 -
7IM Moderately Cautious S Inc 1 -2.97 2.98 7.40 4.77 -
7IM Personal Injury A Acc 1 -1.68 2.13 6.71 3.10 1.40
7IM Personal Injury B Acc 1 -1.10 2.75 7.36 3.71 1.91
7IM Personal Injury B Inc 1 -1.10 2.74 7.33 3.72 1.91
7IM Personal Injury C Acc 1 -1.09 2.75 7.35 3.73 2.00
7IM Personal Injury C Inc 1 -1.09 2.74 7.32 3.72 2.00
7IM Personal Injury D Acc 1 -1.80 2.00 6.71 2.97 1.27
7IM Personal Injury D Inc 1 -1.80 2.01 6.62 2.98 1.28
7IM Personal Injury E Acc 1 -1.49 2.33 6.94 3.31 1.60
7IM Personal Injury S Acc 1 -0.90 2.95 7.58 3.92 -
7IM Personal Injury S Inc 1 -0.90 2.94 7.53 3.93 -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
7IM Balanced A Inc GBX 500,000 0 4.00 1.40 1.91 1.860
7IM Balanced B Acc GBX 500,000 0 4.00 1.15 1.66 1.610
7IM Balanced C Acc GBX 1,000 0 0.00 0.90 1.26 1.360
7IM Balanced C Inc GBX 1,000 0 0.00 0.90 1.41 1.360
7IM Balanced D Acc GBX 1,000 0 4.00 1.40 1.91 1.860
7IM Balanced D Inc GBX 1,000 0 4.00 1.40 1.91 1.860
7IM Balanced S Acc GBX 10,000,000 0 5.00 0.65 1.01 1.110
7IM Balanced S Inc GBX 10,000,000 0 5.00 0.65 - 1.110
7IM Cautious C Acc GBX 1,000 0 0.00 0.50 - 0.820
7IM Cautious C Inc GBX 1,000 0 0.00 0.50 - 0.820
7IM Cautious S Acc GBX 10,000,000 0 5.00 0.25 - 0.570
7IM Cautious S Inc GBX 10,000,000 0 5.00 0.25 - 0.570
7IM Dyn Planner Pfl 4 C Acc GBX 1,000 0 0.00 0.25 - 0.320
7IM Dyn Planner Pfl 4 C Inc GBX 1,000 0 0.00 0.25 - 0.320
7IM Dyn Planner Pfl 5 C Acc GBX 1,000 0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 5 C Inc GBX 1,000 0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 6 C Acc GBX 1,000 0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 6 C Inc GBX 1,000 0 0.00 0.25 - 0.340
7IM Emerging Mkts Eq Val C Inc GBX 1,000 0 0.00 0.25 - 0.400
7IM Emerging Mkts Eq Val Z Inc GBX 30,000,000 5,000,000 5.00 0.00 - 0.150
7IM European (ex UK) Equ Val C Inc GBX 1,000 0 0.00 0.25 - 0.350
7IM European (ex UK) Equ Val Z Inc GBX 30,000,000 5,000,000 5.00 0.00 - 0.100
7IM Moderately Adventurous A Acc GBX 500,000 0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous A Inc GBX 500,000 0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous B Acc GBX 500,000 0 4.00 1.15 1.75 1.690
7IM Moderately Adventurous C Acc GBX 1,000 0 0.00 0.90 1.33 1.440
7IM Moderately Adventurous C Inc GBX 1,000 0 0.00 0.90 1.50 1.440
7IM Moderately Adventurous D Acc GBX 1,000 0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous D Inc GBX 1,000 0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous S Acc GBX 10,000,000 0 5.00 0.65 1.08 1.190
7IM Moderately Adventurous S Inc GBX 10,000,000 0 5.00 0.65 - 1.190
7IM Moderately Cautious A Acc GBX 500,000 0 4.00 1.40 1.86 1.820
7IM Moderately Cautious A Inc GBX 500,000 0 4.00 1.40 1.86 1.820
7IM Moderately Cautious B Acc GBX 500,000 0 4.00 1.15 1.61 1.570
7IM Moderately Cautious C Acc GBX 1,000 0 0.00 0.90 1.26 1.320
7IM Moderately Cautious C Inc GBX 1,000 0 0.00 0.90 1.36 1.320
7IM Moderately Cautious D Acc GBX 1,000 0 4.00 1.40 1.88 1.820
7IM Moderately Cautious D Inc GBX 1,000 0 4.00 1.40 1.86 1.820
7IM Moderately Cautious S Acc GBX 10,000,000 0 5.00 0.65 1.01 1.070
7IM Moderately Cautious S Inc GBX 10,000,000 0 5.00 0.65 - 1.070
7IM Personal Injury A Acc GBX 500,000 0 4.00 1.25 1.51 1.440
7IM Personal Injury B Acc GBX 500,000 0 4.00 0.50 1.01 0.690
7IM Personal Injury B Inc GBX 500,000 0 4.00 0.50 1.01 0.690
7IM Personal Injury C Acc GBX 1,000 0 0.00 0.50 0.76 0.690
7IM Personal Injury C Inc GBX 1,000 0 0.00 0.50 0.76 0.690
7IM Personal Injury D Acc GBX 1,000 0 4.00 1.40 1.66 1.590
7IM Personal Injury D Inc GBX 1,000 0 4.00 1.40 1.66 1.590
7IM Personal Injury E Acc GBX 500,000 0 4.00 1.00 1.27 1.190
7IM Personal Injury S Acc GBX 10,000,000 0 5.00 0.25 - 0.440
7IM Personal Injury S Inc GBX 10,000,000 0 5.00 0.25 - 0.440
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Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.

Fund data supplied by
Financial Express