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 MNI H AUD Global Equity Income 1 -1.17 3.70
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 3 -5.18 2.40
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 3 -6.27 2.30
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 -1.24 0.00
Thesis Bryth Inc Flexible Investment 1 7.43 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
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
M&G Ep Inftn LkCrp Bd AH Acc CHF Global Bonds 3 -7.33 0.27
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF Global Bonds 3 -6.86 0.78
M&G Prudent Allocation A H Acc CHF Unclassified -3.68 0.08
M&G Prudent Allocation C H Acc CHF Unclassified -2.94 0.53
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 UKAbsAlp ZNA H CHF Targeted Absolute Return 2 -2.57 0.00
Threadneedle Gbl Eq Inc RNA H CHF Global Equity Income 1 0.69 0.00
Threadneedle Gbl Eq Inc ZNA H CHF Global Equity Income 1 1.43 0.00
Threadneedle Amercn Sel ZNA H CHF North America 2 14.51 0.30
Threadneedle Am Sm CosUS ZH GACHF North American Smaller Compani 1 0.00 0.10
Threadneedle EurpHdBd ZGA H CHF Global Bonds 3 -0.79 3.80
Threadneedle EurpHdBd ZGI H CHF Global Bonds 3 -0.60 3.80
Threadneedle EurpHdBd IGA H CHF Global Bonds 3 -0.85 3.70
Threadneedle USEqtInc ZNI H CHF North America 2 10.16 2.50
Threadneedle USEqtInc ZNA H CHF North America 2 10.20 2.50
Threadneedle Eurpn CrpBd ZH GACHF Global Bonds 5 0.00 1.00
Threadneedle Eurpn SmCos RNA H CHF European Smaller Companies 3 11.63 0.10
Threadneedle Eurpn SmCos ZNA H CHF European Smaller Companies 3 12.53 0.80
Threadneedle PanEuSmCm RNA H CHF European Smaller Companies 3 12.37 0.10
Threadneedle PanEuSmCm ZNA H CHF European Smaller Companies 3 13.26 0.80
Threadneedle PanEurpnEqD ZH CHF Europe Including UK 2 0.00 3.50
Threadneedle PanEuFo ZNA CHF Europe Including UK 2 8.23 1.30
Threadneedle UK ZNA H ACHF UK All Companies 4 3.69 2.50
M&G Gbl Emerging Mkts A-H Acc CHF Global Emerging Markets 3 -7.27 0.42
M&G Gbl Emerging Mkts C-H Acc CHF Global Emerging Markets 3 -6.33 1.41
M&G Global Macro Bond A Gr Acc CHF Global Bonds 3 -1.39 2.26
M&G Global Macro Bond C Gr Acc CHF Global Bonds 3 -0.80 2.86
M&G Global Macro Bond AH Gr Acc CHF Global Bonds 3 -7.58 2.24
M&G Global Macro Bond CH Gr Acc CHF Global Bonds 3 -7.03 2.84
M&G Emerging Mkts Bd A Acc CHF Global Emerging Markets Bond 5 -1.28 5.07
M&G Emerging Mkts Bd C Acc CHF Global Emerging Markets Bond 5 -0.63 5.73
M&G Emerging Mkts Bd AH Acc CHF Global Emerging Markets Bond 5 -7.42 5.05
M&G Emerging Mkts Bd CH Acc CHF Global Emerging Markets Bond 5 -6.82 5.70
Threadneedle UK Eq Inc RNA H CHF UK Equity Income 3 5.30 3.70
Threadneedle UK Eq Inc ZNA H CHF UK Equity Income 3 6.10 3.70
M&G European Corp Bd AH Gr Acc CHF Global Bonds 5 -2.27 1.00
M&G European Corp Bd CH Gr Acc CHF Global Bonds 5 -1.87 1.48
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 MNI H AUD -1.73 -1.83 1.55 0.70 -0.91 13/08/2018
MI Somerset EmgMktsDivGth C A AUD -2.94 -3.68 -3.60 -7.06 -6.93 13/08/2018
MI Somerset EmgMktsDivGth B A AUD -2.96 -3.70 -3.69 -7.35 -7.47 13/08/2018
TM Fulcrum Dvfd Absl Ret C Acc AUD -0.93 -0.62 1.46 1.28 1.99 13/08/2018
Thesis Bryth Inc -0.43 0.69 2.03 3.65 10.01 13/08/2018
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
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
M&G Ep Inftn LkCrp Bd AH Acc CHF -0.00 -0.66 -1.60 0.29 -2.57 15/03/2018
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 Prudent Allocation A H Acc CHF -0.10 -0.65 -1.69 1.27 -0.90 15/03/2018
M&G Prudent Allocation C H Acc CHF -0.10 -0.63 -1.62 1.47 -0.49 15/03/2018
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 UKAbsAlp ZNA H CHF -0.36 1.52 4.34 5.54 3.23 13/08/2018
Threadneedle Gbl Eq Inc RNA H CHF -1.28 -0.19 4.07 4.24 -0.96 13/08/2018
Threadneedle Gbl Eq Inc ZNA H CHF -1.28 -0.18 4.13 4.43 -0.61 13/08/2018
Threadneedle Amercn Sel ZNA H CHF -0.94 1.31 5.92 10.23 9.59 13/08/2018
Threadneedle Am Sm CosUS ZH GACHF -0.23 2.36 4.11 - - 13/08/2018
Threadneedle EurpHdBd ZGA H CHF -0.17 1.56 4.85 6.60 2.28 13/08/2018
Threadneedle EurpHdBd ZGI H CHF -0.17 1.56 4.86 6.61 2.47 13/08/2018
Threadneedle EurpHdBd IGA H CHF -0.17 1.56 4.85 6.58 2.25 13/08/2018
Threadneedle USEqtInc ZNI H CHF -0.70 1.04 6.22 10.02 7.67 13/08/2018
Threadneedle USEqtInc ZNA H CHF -0.71 1.03 6.23 10.03 7.71 13/08/2018
Threadneedle Eurpn CrpBd ZH GACHF -0.01 1.77 4.53 - - 13/08/2018
Threadneedle Eurpn SmCos RNA H CHF -0.72 0.30 3.51 7.35 8.94 13/08/2018
Threadneedle Eurpn SmCos ZNA H CHF -0.72 0.32 3.58 7.57 9.37 13/08/2018
Threadneedle PanEuSmCm RNA H CHF -0.62 0.30 2.71 6.63 10.01 13/08/2018
Threadneedle PanEuSmCm ZNA H CHF -0.61 0.32 2.78 6.84 10.43 13/08/2018
Threadneedle PanEurpnEqD ZH CHF -0.74 0.95 4.89 - - 13/08/2018
Threadneedle PanEuFo ZNA CHF -1.00 -1.27 1.81 3.85 9.22 13/08/2018
Threadneedle UK ZNA H ACHF -1.05 1.43 3.60 6.31 9.84 13/08/2018
M&G Gbl Emerging Mkts A-H Acc CHF -2.56 -1.98 0.71 -6.63 -10.92 13/08/2018
M&G Gbl Emerging Mkts C-H Acc CHF -2.55 -1.96 0.80 -6.33 -10.47 13/08/2018
M&G Global Macro Bond A Gr Acc CHF -0.34 0.54 2.27 3.95 4.09 13/08/2018
M&G Global Macro Bond C Gr Acc CHF -0.33 0.56 2.32 4.11 4.40 13/08/2018
M&G Global Macro Bond AH Gr Acc CHF -0.34 0.78 3.18 3.58 -3.88 13/08/2018
M&G Global Macro Bond CH Gr Acc CHF -0.33 0.79 3.24 3.73 -3.61 13/08/2018
M&G Emerging Mkts Bd A Acc CHF -1.31 -1.12 1.21 2.29 2.40 13/08/2018
M&G Emerging Mkts Bd C Acc CHF -1.31 -1.11 1.27 2.46 2.73 13/08/2018
M&G Emerging Mkts Bd AH Acc CHF -1.31 -0.88 2.12 1.93 -5.42 13/08/2018
M&G Emerging Mkts Bd CH Acc CHF -1.31 -0.87 2.17 2.09 -5.12 13/08/2018
Threadneedle UK Eq Inc RNA H CHF -0.96 2.07 4.10 10.56 15.68 13/08/2018
Threadneedle UK Eq Inc ZNA H CHF -0.96 2.08 4.17 10.77 16.10 13/08/2018
M&G European Corp Bd AH Gr Acc CHF -0.08 1.63 4.35 6.54 1.72 13/08/2018
M&G European Corp Bd CH Gr Acc CHF -0.08 1.64 4.40 6.66 1.89 13/08/2018
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 MNI H AUD 1 -1.17 9.90 31.06 - -
MI Somerset EmgMktsDivGth C A AUD 3 -5.18 17.41 25.52 1.64 1.55
MI Somerset EmgMktsDivGth B A AUD 3 -6.27 16.03 23.85 - -
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -1.24 3.99 23.88 -6.52 -1.04
Thesis Bryth Inc 1 7.43 6.91 23.87 -10.81 6.07
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
M&G DyAll A H Acc CHF 5 -2.19 29.02 - - -
M&G DyAll C H Acc CHF 5 -1.23 30.00 - - -
M&G Ep Inftn LkCrp Bd AH Acc CHF 3 -7.33 17.40 1.58 -3.76 -8.23
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF 3 -6.86 17.98 2.11 -3.35 -7.88
M&G Prudent Allocation A H Acc CHF -3.68 - - - -
M&G Prudent Allocation C H Acc CHF -2.94 - - - -
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 UKAbsAlp ZNA H CHF 2 -2.57 1.66 - - -
Threadneedle Gbl Eq Inc RNA H CHF 1 0.69 5.17 23.17 - -
Threadneedle Gbl Eq Inc ZNA H CHF 1 1.43 5.95 24.11 - -
Threadneedle Amercn Sel ZNA H CHF 2 14.51 15.18 23.28 5.77 -
Threadneedle Am Sm CosUS ZH GACHF 1 - - - - -
Threadneedle EurpHdBd ZGA H CHF 3 -0.79 6.22 25.82 - -
Threadneedle EurpHdBd ZGI H CHF 3 -0.60 6.31 25.81 - -
Threadneedle EurpHdBd IGA H CHF 3 -0.85 6.14 25.71 2.60 2.70
Threadneedle USEqtInc ZNI H CHF 2 10.16 - - - -
Threadneedle USEqtInc ZNA H CHF 2 10.20 - - - -
Threadneedle Eurpn CrpBd ZH GACHF 5 - - - - -
Threadneedle Eurpn SmCos RNA H CHF 3 11.63 12.78 26.25 - -
Threadneedle Eurpn SmCos ZNA H CHF 3 12.53 13.71 27.08 - -
Threadneedle PanEuSmCm RNA H CHF 3 12.37 11.40 17.45 - -
Threadneedle PanEuSmCm ZNA H CHF 3 13.26 12.34 18.39 - -
Threadneedle PanEurpnEqD ZH CHF 2 - - - - -
Threadneedle PanEuFo ZNA CHF 2 8.23 9.57 - - -
Threadneedle UK ZNA H ACHF 4 3.69 7.77 - - -
M&G Gbl Emerging Mkts A-H Acc CHF 3 -7.27 - - - -
M&G Gbl Emerging Mkts C-H Acc CHF 3 -6.33 - - - -
M&G Global Macro Bond A Gr Acc CHF 3 -1.39 1.91 24.62 3.12 -3.62
M&G Global Macro Bond C Gr Acc CHF 3 -0.80 2.52 25.37 3.67 -3.01
M&G Global Macro Bond AH Gr Acc CHF 3 -7.58 0.95 22.95 1.61 -9.62
M&G Global Macro Bond CH Gr Acc CHF 3 -7.03 1.56 23.66 2.18 -9.66
M&G Emerging Mkts Bd A Acc CHF 5 -1.28 6.53 32.95 5.47 3.90
M&G Emerging Mkts Bd C Acc CHF 5 -0.63 7.21 33.62 6.02 4.42
M&G Emerging Mkts Bd AH Acc CHF 5 -7.42 5.55 31.16 - -
M&G Emerging Mkts Bd CH Acc CHF 5 -6.82 6.26 31.83 - -
Threadneedle UK Eq Inc RNA H CHF 3 5.30 6.04 30.06 9.30 -
Threadneedle UK Eq Inc ZNA H CHF 3 6.10 6.94 30.49 10.06 -
M&G European Corp Bd AH Gr Acc CHF 5 -2.27 1.63 25.02 0.65 1.56
M&G European Corp Bd CH Gr Acc CHF 5 -1.87 2.18 25.74 1.10 2.07
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 MNI H AUD AUD 3,000 750 5.00 1.50 - 1.630
MI Somerset EmgMktsDivGth C A AUD AUX 500,000 10,000 0.00 0.00 0.00 0.000
MI Somerset EmgMktsDivGth B A AUD AUX 1,000,000 250,000 0.00 1.00 1.12 1.120
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 0 5.00 0.75 0.85 1.070
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
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 Ep Inftn LkCrp Bd AH Acc CHF CHF 1,000 75 3.25 1.00 1.20 1.200
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 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
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 UKAbsAlp ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
Threadneedle Gbl Eq Inc RNA H CHF CHF 4,000 2,000 3.75 1.50 - 1.630
Threadneedle Gbl Eq Inc ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
Threadneedle Amercn Sel ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.820
Threadneedle Am Sm CosUS ZH GACHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
Threadneedle EurpHdBd ZGA H CHF CHF 1,500,000 75,000 3.00 0.60 - 0.730
Threadneedle EurpHdBd ZGI H CHF CHF 1,500,000 75,000 3.00 0.60 - 0.730
Threadneedle EurpHdBd IGA H CHF CHF 1,200,000 10,000 0.00 0.75 0.80 0.810
Threadneedle USEqtInc ZNI H CHF CHF 2,500 75,000 3.00 0.75 - 0.870
Threadneedle USEqtInc ZNA H CHF CHF 1,500,000 25,000 3.00 0.75 - 0.860
Threadneedle Eurpn CrpBd ZH GACHF CHF 1,500,000 75,000 3.00 0.50 - 0.640
Threadneedle Eurpn SmCos RNA H CHF CHF 3,000 750 3.75 1.50 - 1.670
Threadneedle Eurpn SmCos ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
Threadneedle PanEuSmCm RNA H CHF CHF 3,000 750 3.75 1.50 - 1.670
Threadneedle PanEuSmCm ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
Threadneedle PanEurpnEqD ZH CHF CHF 1,500,000 0 3.00 0.75 - 0.900
Threadneedle PanEuFo ZNA CHF CHF 1,500,000 75,000 3.00 0.75 - 0.930
Threadneedle UK ZNA H ACHF CHF 1,500,000 75,000 3.00 0.75 - 0.830
M&G Gbl Emerging Mkts A-H Acc CHF CHF 1,000 75 4.00 1.75 2.01 2.010
M&G Gbl Emerging Mkts C-H Acc CHF CHF 500,000 50,000 1.25 0.75 1.01 1.010
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 Emerging Mkts Bd A Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
M&G Emerging Mkts Bd C Acc CHF CHF 500,000 50,000 1.25 0.60 0.78 0.780
M&G Emerging Mkts Bd AH Acc CHF CHF 1,000 75 4.00 1.25 1.45 1.450
M&G Emerging Mkts Bd CH Acc CHF CHF 500,000 50,000 1.25 0.60 0.80 0.800
Threadneedle UK Eq Inc RNA H CHF CHF 3,000 750 3.75 1.50 - 1.620
Threadneedle UK Eq Inc ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.830
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
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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