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
Threadneedle Gbl Eq Inc Mt Hd I AUD Global Equity Income 2 4.09 3.30
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 -4.79 0.00
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 3 13.73 2.10
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 3 12.44 2.00
Thesis Bryth Inc Flexible Investment 1 -1.21 1.05
Cogeflex Gbl CHF Global 5 -18.92 0.00
Threadneedle Tgt Rtn RGA Hg Gr ICHF Targeted Absolute Return 1 3.31 0.00
M&G Episode Defensive A H Acc CHF Specialist 1 -5.75 0.00
M&G Episode Defensive C H Acc CHF Specialist 1 -5.10 0.00
Threadneedle UKAbsAlp Z Hg ACHF Targeted Absolute Return 2 -4.85 0.00
M&G DyAll A H Acc CHF Flexible Investment 5 2.68 0.00
M&G DyAll C H Acc CHF Flexible Investment 5 3.67 0.42
M&G Prudent Allocation A H Acc CHF Unclassified 0.89 0.07
M&G Prudent Allocation C H Acc CHF Unclassified 1.64 0.51
Threadneedle Eurpn SmCos R Hg ACHF European Smaller Companies 3 12.46 0.00
Threadneedle Eurpn SmCos Z Hg ACHF European Smaller Companies 3 13.38 0.60
Threadneedle Gbl Eq Inc R Hg ACHF Global Equity Income 2 5.59 0.00
Threadneedle Gbl Eq Inc Z Hg ACHF Global Equity Income 2 6.36 0.00
Threadneedle PanEuSmCm R ACHF European Smaller Companies 2 11.68 0.10
Threadneedle PanEuSmCm Z Hg ACHF European Smaller Companies 2 12.62 0.80
Threadneedle PanEuFo Z Acc CHF Europe Including UK 2 12.76 1.10
M&G Emerging Mkts Bd A Acc CHF Global Emerging Markets Bond 5 -2.77 4.68
M&G Emerging Mkts Bd C Acc CHF Global Emerging Markets Bond 5 -2.14 5.33
M&G Emerging Mkts Bd AH Acc CHF Global Emerging Markets Bond 5 2.32 4.72
M&G Emerging Mkts Bd CH Acc CHF Global Emerging Markets Bond 5 2.97 5.38
M&G Income Allocation AH Acc CHF Unclassified 2.40 1.63
M&G Income Allocation CH Acc CHF Unclassified 3.09 2.28
M&G Gbl Emerging Mkts A-H Acc CHF Global Emerging Markets 3 0.00 0.21
M&G Gbl Emerging Mkts C-H Acc CHF Global Emerging Markets 3 0.00 1.04
M&G Global Macro Bond A Gr Acc CHF Global Bonds 3 -6.03 1.66
M&G Global Macro Bond C Gr Acc CHF Global Bonds 3 -5.47 2.26
M&G Global Macro Bond AH Gr Acc CHF Global Bonds 3 -1.14 1.66
M&G Global Macro Bond CH Gr Acc CHF Global Bonds 3 -0.56 2.26
M&G GblFlRtHiY AH Inc CHF Sterling High Yield 2 -3.71 4.39
M&G GblFlRtHiY CH Inc CHF Sterling High Yield 2 -3.07 4.39
M&G GblFlRtHiY AH Acc CHF Sterling High Yield 2 -3.71 2.95
M&G GblFlRtHiY CH Acc CHF Sterling High Yield 2 -3.13 3.56
M&G Gbl Convertibles AH Acc CHF Specialist 1 -4.72 1.03
M&G Gbl Convertibles CH Acc CHF Specialist 1 -3.91 1.79
M&G European Corp Bd AH Gr Acc CHF Global Bonds 4 -2.06 0.93
M&G European Corp Bd CH Gr Acc CHF Global Bonds 4 -1.54 1.43
M&G Gbl Hi Yield Bd AH Acc CHF Sterling High Yield 1 -2.34 3.57
M&G Gbl Hi Yield Bd CH Acc CHF Sterling High Yield 1 -1.72 4.17
M&G Optimal Income AH Gr Acc CHF Sterling Strategic Bond 2 -0.77 1.27
M&G Optimal Income CH Gr Acc CHF Sterling Strategic Bond 2 -0.30 1.78
M&G Optimal Income AH Inc CHF Sterling Strategic Bond 2 -0.82 2.69
M&G Optimal Income CH Inc CHF Sterling Strategic Bond 2 -0.30 2.70
Baring German Gth A Hedged Acc CHF Specialist 5 8.83 0.00
M&G Gbl Corprte Bd AH Gr Acc CHF Sterling Corporate Bond 1 -2.72 1.94
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
Threadneedle Gbl Eq Inc Mt Hd I AUD -0.07 -1.69 -5.43 1.47 0.17 23/02/2018
TM Fulcrum Dvfd Absl Ret C Acc AUD -0.29 -0.55 -3.54 -0.76 -4.68 23/02/2018
MI Somerset EmgMktsDivGth C A AUD 0.46 0.44 -1.54 -0.47 -0.27 23/02/2018
MI Somerset EmgMktsDivGth B A AUD 0.46 0.43 -1.61 -0.74 -0.84 23/02/2018
Thesis Bryth Inc 0.78 0.86 -3.81 -0.75 -1.86 23/02/2018
Cogeflex Gbl CHF 0.81 - 3.85 9.43 -4.18 01/04/2016
Threadneedle Tgt Rtn RGA Hg Gr ICHF 0.36 0.80 0.90 2.18 2.16 28/02/2017
M&G Episode Defensive A H Acc CHF 0.10 0.35 0.97 -1.63 -5.03 11/01/2018
M&G Episode Defensive C H Acc CHF 0.10 0.36 1.03 -1.45 -4.71 11/01/2018
Threadneedle UKAbsAlp Z Hg ACHF -0.20 -0.70 0.83 -2.69 -7.62 23/02/2018
M&G DyAll A H Acc CHF -0.16 -0.91 0.73 0.88 -2.09 23/02/2018
M&G DyAll C H Acc CHF -0.16 -0.90 0.83 1.12 -1.62 23/02/2018
M&G Prudent Allocation A H Acc CHF -0.27 -0.77 1.88 0.97 -2.89 23/02/2018
M&G Prudent Allocation C H Acc CHF -0.26 -0.76 1.95 1.17 -2.49 23/02/2018
Threadneedle Eurpn SmCos R Hg ACHF -0.56 -0.81 -0.32 2.22 1.40 23/02/2018
Threadneedle Eurpn SmCos Z Hg ACHF -0.56 -0.80 -0.24 2.43 1.82 23/02/2018
Threadneedle Gbl Eq Inc R Hg ACHF 0.15 -1.64 -3.09 1.13 1.01 23/02/2018
Threadneedle Gbl Eq Inc Z Hg ACHF 0.15 -1.63 -3.03 1.32 1.39 23/02/2018
Threadneedle PanEuSmCm R ACHF -0.44 -0.62 -1.37 1.05 0.99 23/02/2018
Threadneedle PanEuSmCm Z Hg ACHF -0.43 -0.61 -1.31 1.25 1.38 23/02/2018
Threadneedle PanEuFo Z Acc CHF -0.29 -0.87 -5.00 -2.19 -2.85 23/02/2018
M&G Emerging Mkts Bd A Acc CHF -0.39 0.56 -1.61 -4.02 -6.56 23/02/2018
M&G Emerging Mkts Bd C Acc CHF -0.39 0.57 -1.56 -3.86 -6.25 23/02/2018
M&G Emerging Mkts Bd AH Acc CHF -0.10 -0.67 1.06 -0.13 -4.48 23/02/2018
M&G Emerging Mkts Bd CH Acc CHF -0.10 -0.65 1.12 0.04 -4.17 23/02/2018
M&G Income Allocation AH Acc CHF -0.27 -0.60 0.28 0.81 -2.29 23/02/2018
M&G Income Allocation CH Acc CHF -0.27 -0.58 0.34 0.98 -1.97 23/02/2018
M&G Gbl Emerging Mkts A-H Acc CHF 0.82 -0.10 -0.59 4.36 3.84 23/02/2018
M&G Gbl Emerging Mkts C-H Acc CHF 0.83 -0.11 -0.56 4.55 4.34 23/02/2018
M&G Global Macro Bond A Gr Acc CHF -0.39 0.26 0.20 -3.23 -7.50 23/02/2018
M&G Global Macro Bond C Gr Acc CHF -0.39 0.27 0.25 -3.09 -7.22 23/02/2018
M&G Global Macro Bond AH Gr Acc CHF -0.10 -0.97 2.93 0.67 -5.48 23/02/2018
M&G Global Macro Bond CH Gr Acc CHF -0.09 -0.96 2.96 0.82 -5.18 23/02/2018
M&G GblFlRtHiY AH Inc CHF -0.37 -0.82 1.53 -1.30 -6.42 23/02/2018
M&G GblFlRtHiY CH Inc CHF -0.37 -0.80 1.62 -1.11 -6.08 23/02/2018
M&G GblFlRtHiY AH Acc CHF -0.37 -0.81 1.54 -1.29 -6.41 23/02/2018
M&G GblFlRtHiY CH Acc CHF -0.37 -0.80 1.59 -1.14 -6.13 23/02/2018
M&G Gbl Convertibles AH Acc CHF -0.28 -0.57 0.39 -1.83 -5.63 23/02/2018
M&G Gbl Convertibles CH Acc CHF -0.28 -0.55 0.40 -1.69 -5.34 23/02/2018
M&G European Corp Bd AH Gr Acc CHF -0.66 -0.63 1.77 -1.35 -5.83 23/02/2018
M&G European Corp Bd CH Gr Acc CHF -0.65 -0.62 1.82 -1.23 -5.59 23/02/2018
M&G Gbl Hi Yield Bd AH Acc CHF -1.16 -0.73 0.42 -1.22 -6.44 23/02/2018
M&G Gbl Hi Yield Bd CH Acc CHF -1.16 -0.72 0.50 -1.04 -6.13 23/02/2018
M&G Optimal Income AH Gr Acc CHF -0.43 -0.94 1.66 -0.36 -4.67 23/02/2018
M&G Optimal Income CH Gr Acc CHF -0.43 -0.93 1.70 -0.25 -4.43 23/02/2018
M&G Optimal Income AH Inc CHF -0.43 -0.94 1.66 -0.37 -4.70 23/02/2018
M&G Optimal Income CH Inc CHF -0.43 -0.93 1.70 -0.23 -4.43 23/02/2018
Baring German Gth A Hedged Acc CHF 0.04 -0.40 -4.60 -0.75 -0.16 23/02/2018
M&G Gbl Corprte Bd AH Gr Acc CHF -0.26 -0.79 1.10 -2.22 -7.00 23/02/2018
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
Threadneedle Gbl Eq Inc Mt Hd I AUD 2 4.09 39.39 -6.75 - -
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -4.79 26.67 -2.18 3.07 -11.90
MI Somerset EmgMktsDivGth C A AUD 3 13.73 36.15 -9.27 20.62 -7.82
MI Somerset EmgMktsDivGth B A AUD 3 12.44 34.51 - - -
Thesis Bryth Inc 1 -1.21 35.75 -8.96 3.98 3.43
Cogeflex Gbl CHF 5 -18.92 1.19 10.84 8.95 -9.77
Threadneedle Tgt Rtn RGA Hg Gr ICHF 1 3.31 0.18 0.46 -4.54 -
M&G Episode Defensive A H Acc CHF 1 -5.75 19.48 2.73 -3.03 -0.73
M&G Episode Defensive C H Acc CHF 1 -5.10 20.30 3.37 -2.42 -0.13
Threadneedle UKAbsAlp Z Hg ACHF 2 -4.85 8.55 - - -
M&G DyAll A H Acc CHF 5 2.68 29.88 - - -
M&G DyAll C H Acc CHF 5 3.67 30.86 - - -
M&G Prudent Allocation A H Acc CHF 0.89 - - - -
M&G Prudent Allocation C H Acc CHF 1.64 - - - -
Threadneedle Eurpn SmCos R Hg ACHF 3 12.46 25.93 - - -
Threadneedle Eurpn SmCos Z Hg ACHF 3 13.38 26.96 - - -
Threadneedle Gbl Eq Inc R Hg ACHF 2 5.59 23.92 - - -
Threadneedle Gbl Eq Inc Z Hg ACHF 2 6.36 24.84 - - -
Threadneedle PanEuSmCm R ACHF 2 11.68 20.62 - - -
Threadneedle PanEuSmCm Z Hg ACHF 2 12.62 21.58 - - -
Threadneedle PanEuFo Z Acc CHF 2 12.76 - - - -
M&G Emerging Mkts Bd A Acc CHF 5 -2.77 28.76 7.53 13.29 -
M&G Emerging Mkts Bd C Acc CHF 5 -2.14 29.50 8.09 13.85 -
M&G Emerging Mkts Bd AH Acc CHF 5 2.32 24.08 - - -
M&G Emerging Mkts Bd CH Acc CHF 5 2.97 24.89 - - -
M&G Income Allocation AH Acc CHF 2.40 26.58 -8.04 21.13 -
M&G Income Allocation CH Acc CHF 3.09 27.58 -7.41 21.60 -
M&G Gbl Emerging Mkts A-H Acc CHF 3 - - - - -
M&G Gbl Emerging Mkts C-H Acc CHF 3 - - - - -
M&G Global Macro Bond A Gr Acc CHF 3 -6.03 17.02 6.03 6.69 -6.86
M&G Global Macro Bond C Gr Acc CHF 3 -5.47 17.72 6.64 7.31 -6.28
M&G Global Macro Bond AH Gr Acc CHF 3 -1.14 12.83 -1.41 7.45 -11.49
M&G Global Macro Bond CH Gr Acc CHF 3 -0.56 13.56 -0.85 8.07 -11.33
M&G GblFlRtHiY AH Inc CHF 2 -3.71 21.01 - - -
M&G GblFlRtHiY CH Inc CHF 2 -3.07 21.64 - - -
M&G GblFlRtHiY AH Acc CHF 2 -3.71 21.13 0.61 - -
M&G GblFlRtHiY CH Acc CHF 2 -3.13 21.86 1.29 - -
M&G Gbl Convertibles AH Acc CHF 1 -4.72 19.95 -0.88 6.47 7.41
M&G Gbl Convertibles CH Acc CHF 1 -3.91 20.86 -0.46 7.18 8.43
M&G European Corp Bd AH Gr Acc CHF 4 -2.06 16.59 -0.37 8.31 0.21
M&G European Corp Bd CH Gr Acc CHF 4 -1.54 17.20 0.16 8.83 0.70
M&G Gbl Hi Yield Bd AH Acc CHF 1 -2.34 27.85 - - -
M&G Gbl Hi Yield Bd CH Acc CHF 1 -1.72 28.75 - - -
M&G Optimal Income AH Gr Acc CHF 2 -0.77 22.13 -1.65 5.59 2.67
M&G Optimal Income CH Gr Acc CHF 2 -0.30 22.68 -1.09 6.09 3.15
M&G Optimal Income AH Inc CHF 2 -0.82 22.17 -1.57 - -
M&G Optimal Income CH Inc CHF 2 -0.30 22.86 -1.08 - -
Baring German Gth A Hedged Acc CHF 5 8.83 33.60 - - -
M&G Gbl Corprte Bd AH Gr Acc CHF 1 -2.72 20.75 -2.98 7.15 -
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
Threadneedle Gbl Eq Inc Mt Hd I AUD AUD 3,000 0 5.00 1.50 - 1.640
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 0 5.00 0.80 - 1.110
MI Somerset EmgMktsDivGth C A AUD AUX 500,000 10,000 0.00 0.00 0.01 0.010
MI Somerset EmgMktsDivGth B A AUD AUX 1,000,000 250,000 0.00 1.00 1.18 1.180
Thesis Bryth Inc CAD 100,000 100,000 6.00 1.25 0.00 1.370
Cogeflex Gbl CHF CHF 0 0 - - - -
Threadneedle Tgt Rtn RGA Hg Gr ICHF CHF 4,000 0 3.00 1.25 - 1.530
M&G Episode Defensive A H Acc CHF CHF 1,000 75 4.00 1.20 1.44 1.440
M&G Episode Defensive C H Acc CHF CHF 500,000 50,000 1.25 0.50 0.74 0.740
Threadneedle UKAbsAlp Z Hg ACHF CHF 1,500,000 0 3.00 0.75 - 0.880
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
M&G Prudent Allocation A H Acc CHF CHF 1,000 75 4.00 1.40 1.64 1.640
M&G Prudent Allocation C H Acc CHF CHF 500,000 50,000 1.25 0.60 0.82 0.820
Threadneedle Eurpn SmCos R Hg ACHF CHF 3,000 0 3.75 1.50 - 1.670
Threadneedle Eurpn SmCos Z Hg ACHF CHF 1,500,000 0 3.00 0.75 - 0.880
Threadneedle Gbl Eq Inc R Hg ACHF CHF 1,500,000 0 3.75 1.50 - 1.640
Threadneedle Gbl Eq Inc Z Hg ACHF CHF 1,500,000 75,000 3.75 0.75 - 0.890
Threadneedle PanEuSmCm R ACHF CHF 3,000 0 3.75 1.50 - 1.670
Threadneedle PanEuSmCm Z Hg ACHF CHF 1,500,000 0 3.00 0.75 - 0.880
Threadneedle PanEuFo Z Acc CHF CHF 1,500,000 75,000 3.00 0.75 - 0.930
M&G Emerging Mkts Bd A Acc CHF CHF 1,000 75 4.00 1.25 1.45 1.450
M&G Emerging Mkts Bd C Acc CHF CHF 500,000 50,000 1.25 0.60 0.79 0.790
M&G Emerging Mkts Bd AH Acc CHF CHF 1,000 75 4.00 1.25 1.46 1.460
M&G Emerging Mkts Bd CH Acc CHF CHF 500,000 50,000 1.25 0.60 0.81 0.810
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
M&G Gbl Emerging Mkts A-H Acc CHF CHF 1,000 75 4.00 1.75 1.99 1.990
M&G Gbl Emerging Mkts C-H Acc CHF CHF 500,000 50,000 1.25 0.75 0.99 0.990
M&G Global Macro Bond A Gr Acc CHF CHF 1,000 75 4.00 1.25 1.41 1.410
M&G Global Macro Bond C Gr Acc CHF CHF 500,000 50,000 1.25 0.65 0.81 0.810
M&G Global Macro Bond AH Gr Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
M&G Global Macro Bond CH Gr Acc CHF CHF 500,000 50,000 1.25 0.65 0.83 0.830
M&G GblFlRtHiY AH Inc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
M&G GblFlRtHiY CH Inc CHF CHF 500,000 50,000 1.25 0.65 0.83 0.830
M&G GblFlRtHiY AH Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
M&G GblFlRtHiY CH Acc CHF CHF 500,000 50,000 1.25 0.65 0.83 0.830
M&G Gbl Convertibles AH Acc CHF CHF 1,000 75 4.00 1.50 1.68 1.680
M&G Gbl Convertibles CH Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
M&G European Corp Bd AH Gr Acc CHF CHF 1,000 75 3.25 1.00 1.18 1.180
M&G European Corp Bd CH Gr Acc CHF CHF 500,000 50,000 1.25 0.50 0.68 0.680
M&G Gbl Hi Yield Bd AH Acc CHF CHF 1,000 75 4.00 1.25 1.42 1.420
M&G Gbl Hi Yield Bd CH Acc CHF CHF 500,000 50,000 1.25 0.65 0.82 0.820
M&G Optimal Income AH Gr Acc CHF CHF 1,000 75 4.00 1.25 1.42 1.420
M&G Optimal Income CH Gr Acc CHF CHF 500,000 50,000 1.25 0.75 0.92 0.920
M&G Optimal Income AH Inc CHF CHF 1,000 75 4.00 1.25 1.42 1.420
M&G Optimal Income CH Inc CHF CHF 500,000 50,000 1.25 0.75 0.92 0.920
Baring German Gth A Hedged Acc CHF CHF 0 0 - - - 1.560
M&G Gbl Corprte Bd AH Gr Acc CHF CHF 1,000 75 4.00 1.00 1.24 1.240
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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