MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Oceanic Australian Natural Res AUD Specialist 1 -50.78 0.50
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 2 -12.28 3.10
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 2 -11.28 3.20
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 -4.72 0.00
Thesis Bryth Inc Flexible Investment 1 -5.69 1.05
Threadneedle EurpHdBd ZGI H CHF Global Bonds 3 -0.38 3.80
Threadneedle EurpHdBd ZGA H CHF Global Bonds 3 -0.57 3.80
M&G Optimal Income JH Acc CHF Sterling Strategic Bond 1 0.00 2.95
M&G Optimal Income CH Inc CHF Sterling Strategic Bond 1 -0.42 3.73
M&G Episode Defensive C H Acc CHF Specialist 1 -5.10 0.00
M&G Episode Defensive A H Acc CHF Specialist 1 -5.75 0.00
Cogeflex Gbl CHF Global 5 -18.92 0.00
M&G Prudent Allocation A H Acc CHF Unclassified -3.68 0.08
M&G Optimal Income CH Gr Acc CHF Sterling Strategic Bond 1 -0.43 2.80
M&G Prudent Allocation C H Acc CHF Unclassified -2.94 0.53
M&G DyAll A H Acc CHF Flexible Investment 5 -2.19 0.00
M&G DyAll C H Acc CHF Flexible Investment 5 -1.23 0.44
Threadneedle USEqtInc ZNI H CHF North America 3 -6.39 2.80
M&G Income Allocation AH Acc CHF Unclassified -1.52 1.64
M&G Income Allocation CH Acc CHF Unclassified -0.85 2.31
Threadneedle Gbl Eq Inc RNA H CHF Global Equity Income 1 -12.28 0.00
Threadneedle UK Sm Cos ZH GACHF UK Smaller Companies 2 0.00 0.90
Threadneedle UKAbsAlp ZNA H CHF Targeted Absolute Return 1 -3.09 0.00
M&G Optimal Income AH Gr Acc CHF Sterling Strategic Bond 1 -0.93 2.29
M&G Ep Inftn LkCrp Bd AH Acc CHF Global Bonds 3 -7.33 0.27
Threadneedle Amercn Sel ZNA H CHF North America 3 -4.33 0.40
Threadneedle EurpHdBd IGA H CHF Global Bonds 3 -0.63 3.70
M&G Global gvt bnd A Acc CHF Global Bonds 5 2.27 2.62
FP WHEB Sustainability C ACHF Global 2 -4.32 0.00
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF Global Bonds 3 -6.86 0.78
M&G Optimal Income AH Inc CHF Sterling Strategic Bond 1 -0.92 3.74
Threadneedle Gbl Eq Inc ZNA H CHF Global Equity Income 1 -11.66 0.00
Threadneedle PanEuSmCm RNA H CHF European Smaller Companies 3 2.99 0.10
Threadneedle Tgt Rtn RGA Hg Gr ICHF Targeted Absolute Return 1 3.31 0.00
Threadneedle PanEuFo ZNA CHF Europe Including UK 1 -4.32 1.50
M&G Global gvt bnd C Acc CHF Global Bonds 5 2.96 3.10
Threadneedle PanEuSmCm ZNA H CHF European Smaller Companies 3 3.82 0.80
Threadneedle USEqtInc ZNA H CHF North America 3 -6.31 2.70
TM Fulcrum Diversified Growth A CHF Flexible Investment 1 -2.88 0.00
Artemis US Abs Rtn I H A CHF SN Targeted Absolute Return 5 3.16 0.00
Artemis US Sel R H A CHF SN North America 3 -4.57 0.00
Artemis US Sel I H A CHF North America 3 -4.09 0.00
Artemis US Sel I H A CHF SN North America 3 -4.09 0.00
IFSL TlyBtnvGlDPf Hedged A CHF Mixed Investment 0-35% Shares 3.67 0.00
IFSL TlyBtnvGlInPf Hedged A CHF Mixed Investment 0-35% Shares 3.67 0.00
Artemis US Abs Rtn R H A CHF SN Targeted Absolute Return 5 2.35 0.00
IFSL TlyBtnvGlGrPf Hedged A CHF Mixed Investment 40-85% Shares -6.11 0.00
Artemis US Abs Rtn R H A CHF Targeted Absolute Return 5 2.35 0.00
Artemis US Sel R H A CHF North America 3 -4.57 0.00
Artemis US Abs Rtn I H A CHF Targeted Absolute Return 5 3.16 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Oceanic Australian Natural Res AUD 0.34 2.72 -7.38 -22.42 -46.84 17/02/2015
MI Somerset EmgMktsDivGth B A AUD 0.78 0.87 3.07 4.37 -7.47 18/01/2019
MI Somerset EmgMktsDivGth C A AUD 0.78 0.90 3.17 4.66 -6.93 18/01/2019
TM Fulcrum Dvfd Absl Ret C Acc AUD 0.75 -0.39 1.25 2.68 -2.17 18/01/2019
Thesis Bryth Inc 1.12 0.59 1.57 -3.58 -9.00 18/01/2019
Threadneedle EurpHdBd ZGI H CHF -0.16 -1.69 -2.48 2.75 4.83 05/10/2018
Threadneedle EurpHdBd ZGA H CHF -0.16 -1.69 -2.49 2.73 4.82 05/10/2018
M&G Optimal Income JH Acc CHF 0.14 -1.27 -1.55 0.43 -0.04 18/01/2019
M&G Optimal Income CH Inc CHF 0.15 -1.26 -1.56 0.41 -0.11 18/01/2019
M&G Episode Defensive C H Acc CHF 0.10 0.36 1.03 -1.45 -4.71 11/01/2018
M&G Episode Defensive A H Acc CHF 0.10 0.35 0.97 -1.63 -5.03 11/01/2018
Cogeflex Gbl CHF 0.81 - 3.85 9.43 -4.18 01/04/2016
M&G Prudent Allocation A H Acc CHF -0.10 -0.65 -1.69 1.27 -0.90 15/03/2018
M&G Optimal Income CH Gr Acc CHF 0.14 -1.27 -1.57 0.39 -0.13 18/01/2019
M&G Prudent Allocation C H Acc CHF -0.10 -0.63 -1.62 1.47 -0.49 15/03/2018
M&G DyAll A H Acc CHF -0.18 -0.24 -1.39 1.12 -0.43 15/03/2018
M&G DyAll C H Acc CHF -0.18 -0.22 -1.32 1.36 0.04 15/03/2018
Threadneedle USEqtInc ZNI H CHF 0.65 -0.69 -1.06 -6.43 -6.16 18/01/2019
M&G Income Allocation AH Acc CHF -0.02 0.16 -0.07 0.21 1.04 15/03/2018
M&G Income Allocation CH Acc CHF -0.02 0.17 -0.02 0.38 1.38 15/03/2018
Threadneedle Gbl Eq Inc RNA H CHF 0.86 -0.73 0.59 -3.39 -6.32 18/01/2019
Threadneedle UK Sm Cos ZH GACHF -0.15 -3.87 -0.95 -6.98 -19.62 18/01/2019
Threadneedle UKAbsAlp ZNA H CHF 0.35 -2.08 -1.95 -0.53 -4.06 18/01/2019
M&G Optimal Income AH Gr Acc CHF 0.14 -1.28 -1.61 0.26 -0.38 18/01/2019
M&G Ep Inftn LkCrp Bd AH Acc CHF -0.00 -0.66 -1.60 0.29 -2.57 15/03/2018
Threadneedle Amercn Sel ZNA H CHF 0.87 -0.18 3.33 -4.48 -6.89 18/01/2019
Threadneedle EurpHdBd IGA H CHF -0.16 -1.69 -2.49 2.73 4.79 05/10/2018
M&G Global gvt bnd A Acc CHF -0.04 -1.09 -0.52 3.75 1.40 18/01/2019
FP WHEB Sustainability C ACHF 0.93 -0.09 2.07 -2.00 -9.33 18/01/2019
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF -0.00 -0.65 -1.57 0.41 -2.33 15/03/2018
M&G Optimal Income AH Inc CHF 0.14 -1.28 -1.60 0.28 -0.38 18/01/2019
Threadneedle Gbl Eq Inc ZNA H CHF 0.87 -0.71 0.62 -3.24 -6.00 18/01/2019
Threadneedle PanEuSmCm RNA H CHF -2.14 -3.96 -5.81 -1.88 7.24 05/10/2018
Threadneedle Tgt Rtn RGA Hg Gr ICHF 0.36 0.80 0.90 2.18 2.16 28/02/2017
Threadneedle PanEuFo ZNA CHF 2.16 0.57 2.70 0.52 -8.15 18/01/2019
M&G Global gvt bnd C Acc CHF -0.03 -1.08 -0.46 3.93 1.77 18/01/2019
Threadneedle PanEuSmCm ZNA H CHF -2.14 -3.94 -5.74 -1.68 7.66 05/10/2018
Threadneedle USEqtInc ZNA H CHF 0.65 -0.68 -1.05 -6.41 -6.11 18/01/2019
TM Fulcrum Diversified Growth A CHF 0.81 -0.88 0.58 -0.57 -2.44 18/01/2019
Artemis US Abs Rtn I H A CHF SN -0.23 -2.05 -3.47 0.75 1.78 18/01/2019
Artemis US Sel R H A CHF SN 0.53 -0.65 -1.60 -6.63 -8.98 18/01/2019
Artemis US Sel I H A CHF 0.54 -0.64 -1.55 -6.48 -8.70 18/01/2019
Artemis US Sel I H A CHF SN 0.54 -0.64 -1.55 -6.48 -8.70 18/01/2019
IFSL TlyBtnvGlDPf Hedged A CHF -0.07 -1.91 -2.39 1.29 1.53 18/01/2019
IFSL TlyBtnvGlInPf Hedged A CHF -0.07 -1.91 -2.39 1.29 1.53 18/01/2019
Artemis US Abs Rtn R H A CHF SN -0.23 -2.07 -3.63 0.51 1.34 18/01/2019
IFSL TlyBtnvGlGrPf Hedged A CHF 0.13 -1.33 -1.06 -2.29 -5.14 18/01/2019
Artemis US Abs Rtn R H A CHF -0.23 -2.07 -3.63 0.51 1.34 18/01/2019
Artemis US Sel R H A CHF 0.53 -0.65 -1.60 -6.63 -8.98 18/01/2019
Artemis US Abs Rtn I H A CHF -0.23 -2.05 -3.47 0.75 1.78 18/01/2019
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Oceanic Australian Natural Res AUD 1 -50.78 -33.09 -17.63 -25.09 55.66
MI Somerset EmgMktsDivGth B A AUD 2 -12.28 17.45 36.93 - -
MI Somerset EmgMktsDivGth C A AUD 2 -11.28 18.82 38.63 -11.12 14.64
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -4.72 0.25 32.08 -9.77 5.15
Thesis Bryth Inc 1 -5.69 3.28 43.93 -15.46 3.78
Threadneedle EurpHdBd ZGI H CHF 3 -0.38 3.15 26.59 - -
Threadneedle EurpHdBd ZGA H CHF 3 -0.57 3.07 26.60 - -
M&G Optimal Income JH Acc CHF 1 - - - - -
M&G Optimal Income CH Inc CHF 1 -0.42 -3.14 26.15 1.34 -
M&G Episode Defensive C H Acc CHF 1 -5.10 20.30 3.37 -2.42 -0.13
M&G Episode Defensive A H Acc CHF 1 -5.75 19.48 2.73 -3.03 -0.73
Cogeflex Gbl CHF 5 -18.92 1.19 10.84 8.95 -9.77
M&G Prudent Allocation A H Acc CHF -3.68 - - - -
M&G Optimal Income CH Gr Acc CHF 1 -0.43 -3.10 25.97 -13.24 20.95
M&G Prudent Allocation C H Acc CHF -2.94 - - - -
M&G DyAll A H Acc CHF 5 -2.19 29.02 - - -
M&G DyAll C H Acc CHF 5 -1.23 30.00 - - -
Threadneedle USEqtInc ZNI H CHF 3 -6.39 8.70 - - -
M&G Income Allocation AH Acc CHF -1.52 26.52 -4.69 17.91 -
M&G Income Allocation CH Acc CHF -0.85 27.46 -3.99 18.37 -
Threadneedle Gbl Eq Inc RNA H CHF 1 -12.28 9.86 30.64 - -
Threadneedle UK Sm Cos ZH GACHF 2 - - - - -
Threadneedle UKAbsAlp ZNA H CHF 1 -3.09 -5.10 11.80 - -
M&G Optimal Income AH Gr Acc CHF 1 -0.93 -3.58 25.40 -13.74 20.41
M&G Ep Inftn LkCrp Bd AH Acc CHF 3 -7.33 17.40 1.58 -3.76 -8.23
Threadneedle Amercn Sel ZNA H CHF 3 -4.33 16.94 41.12 -14.80 -
Threadneedle EurpHdBd IGA H CHF 3 -0.63 3.00 26.50 4.80 0.48
M&G Global gvt bnd A Acc CHF 5 2.27 -1.75 25.04 -2.41 -
FP WHEB Sustainability C ACHF 2 -4.32 - - - -
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF 3 -6.86 17.98 2.11 -3.35 -7.88
M&G Optimal Income AH Inc CHF 1 -0.92 -3.62 25.41 -0.19 -
Threadneedle Gbl Eq Inc ZNA H CHF 1 -11.66 10.67 31.60 - -
Threadneedle PanEuSmCm RNA H CHF 3 2.99 14.77 21.34 - -
Threadneedle Tgt Rtn RGA Hg Gr ICHF 1 3.31 0.18 0.46 -4.54 -
Threadneedle PanEuFo ZNA CHF 1 -4.32 18.73 - - -
M&G Global gvt bnd C Acc CHF 5 2.96 -1.26 25.64 -1.92 -
Threadneedle PanEuSmCm ZNA H CHF 3 3.82 15.71 22.27 - -
Threadneedle USEqtInc ZNA H CHF 3 -6.31 - - - -
TM Fulcrum Diversified Growth A CHF 1 -2.88 0.32 19.34 -13.65 15.57
Artemis US Abs Rtn I H A CHF SN 5 3.16 -4.30 - - -
Artemis US Sel R H A CHF SN 3 -4.57 19.85 - - -
Artemis US Sel I H A CHF 3 -4.09 20.61 - - -
Artemis US Sel I H A CHF SN 3 -4.09 20.61 - - -
IFSL TlyBtnvGlDPf Hedged A CHF 3.67 -7.19 - - -
IFSL TlyBtnvGlInPf Hedged A CHF 3.67 -7.19 - - -
Artemis US Abs Rtn R H A CHF SN 5 2.35 -4.79 - - -
IFSL TlyBtnvGlGrPf Hedged A CHF -6.11 2.98 - - -
Artemis US Abs Rtn R H A CHF 5 2.35 -4.79 - - -
Artemis US Sel R H A CHF 3 -4.57 19.85 - - -
Artemis US Abs Rtn I H A CHF 5 3.16 -4.30 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Oceanic Australian Natural Res AUD AUD 100,000 20,000 4.00 1.00 - 1.760
MI Somerset EmgMktsDivGth B A AUD AUX 1,000,000 250,000 0.00 1.00 1.12 1.120
MI Somerset EmgMktsDivGth C A AUD AUX 500,000 10,000 0.00 0.00 0.00 0.000
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 10,000 5.00 0.75 0.85 1.070
Thesis Bryth Inc CAD 100,000 100,000 6.00 1.25 0.00 1.370
Threadneedle EurpHdBd ZGI H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
Threadneedle EurpHdBd ZGA H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
M&G Optimal Income JH Acc CHF CHF 200,000,000 500,000 1.25 0.75 0.78 0.780
M&G Optimal Income CH Inc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
M&G Episode Defensive C H Acc CHF CHF 500,000 50,000 1.25 0.50 0.74 0.740
M&G Episode Defensive A H Acc CHF CHF 1,000 75 4.00 1.20 1.44 1.440
Cogeflex Gbl CHF CHF 0 0 - - - -
M&G Prudent Allocation A H Acc CHF CHF 1,000 75 4.00 1.40 1.64 1.640
M&G Optimal Income CH Gr Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
M&G Prudent Allocation C H Acc CHF CHF 500,000 50,000 1.25 0.60 0.82 0.820
M&G DyAll A H Acc CHF CHF 1,000 75 4.00 1.75 1.93 1.930
M&G DyAll C H Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
Threadneedle USEqtInc ZNI H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.870
M&G Income Allocation AH Acc CHF CHF 1,000 75 4.00 1.50 1.72 1.720
M&G Income Allocation CH Acc CHF CHF 500,000 50,000 1.25 0.65 0.86 0.860
Threadneedle Gbl Eq Inc RNA H CHF CHF 1,500,000 2,000 3.75 1.50 - 1.630
Threadneedle UK Sm Cos ZH GACHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
Threadneedle UKAbsAlp ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
M&G Optimal Income AH Gr Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
M&G Ep Inftn LkCrp Bd AH Acc CHF CHF 1,000 75 3.25 1.00 1.20 1.200
Threadneedle Amercn Sel ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.820
Threadneedle EurpHdBd IGA H CHF CHF 1,200,000 10,000 0.00 0.75 - 0.810
M&G Global gvt bnd A Acc CHF CHF 1,000 75 4.00 0.85 1.05 1.050
FP WHEB Sustainability C ACHF CHF 3,000 500 0.00 0.85 1.08 1.080
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF CHF 500,000 50,000 1.25 0.50 0.70 0.700
M&G Optimal Income AH Inc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
Threadneedle Gbl Eq Inc ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
Threadneedle PanEuSmCm RNA H CHF CHF 3,000 750 3.75 1.50 - 1.670
Threadneedle Tgt Rtn RGA Hg Gr ICHF CHF 4,000 0 3.00 1.25 - 1.530
Threadneedle PanEuFo ZNA CHF CHF 1,500,000 75,000 3.00 0.75 - 0.930
M&G Global gvt bnd C Acc CHF CHF 500,000 50,000 1.25 0.35 0.55 0.550
Threadneedle PanEuSmCm ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
Threadneedle USEqtInc ZNA H CHF CHF 0 25,000 3.00 0.75 - 0.860
TM Fulcrum Diversified Growth A CHF CHX 500,000 0 5.00 1.00 1.10 1.360
Artemis US Abs Rtn I H A CHF SN CHX 0 0 - - - -
Artemis US Sel R H A CHF SN CHX 0 0 - - - -
Artemis US Sel I H A CHF CHX 250,000 500 0.00 0.75 - 0.840
Artemis US Sel I H A CHF SN CHX 0 0 - - - -
IFSL TlyBtnvGlDPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
IFSL TlyBtnvGlInPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Abs Rtn R H A CHF SN CHX 0 0 - - - -
IFSL TlyBtnvGlGrPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Abs Rtn R H A CHF CHX 25,000 500 0.00 1.50 - 1.610
Artemis US Sel R H A CHF CHX 25,000 500 0.00 1.50 - 1.590
Artemis US Abs Rtn I H A CHF CHX 250,000 500 0.00 0.75 - 0.860
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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
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