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 2 4.26 3.60
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 3.06 0.00
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 3 8.20 1.30
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 3 6.96 1.20
Thesis Bryth Inc Flexible Investment 1 8.64 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 -5.94 0.00
FP WHEB Sustainability C ACHF Global 1 0.00 0.06
Threadneedle Gbl Eq Inc RNA H CHF Global Equity Income 2 -1.76 0.00
Threadneedle Gbl Eq Inc ZNA H CHF Global Equity Income 2 -1.03 0.00
Threadneedle EurpHdBd ZGA H CHF Global Bonds 3 -3.69 3.80
Threadneedle EurpHdBd ZGI H CHF Global Bonds 3 -3.53 3.80
Threadneedle EurpHdBd IGA H CHF Global Bonds 3 -3.76 3.80
Threadneedle USEqtInc ZNI H CHF North America 2 4.65 2.70
Threadneedle USEqtInc ZNA H CHF North America 2 0.00 2.70
M&G Optimal Income AH Gr Acc CHF Sterling Strategic Bond 2 -4.65 1.25
M&G Optimal Income CH Gr Acc CHF Sterling Strategic Bond 2 -4.17 1.74
M&G Optimal Income AH Inc CHF Sterling Strategic Bond 2 -4.68 2.64
M&G Optimal Income CH Inc CHF Sterling Strategic Bond 2 -4.19 2.65
M&G Optimal Income JH Acc CHF Sterling Strategic Bond 2 0.00 0.00
M&G Global gvt bnd A Acc CHF Global Bonds 4 -1.23 2.87
M&G Global gvt bnd C Acc CHF Global Bonds 4 -0.73 3.41
M&G Gbl Convertibles AH Acc CHF Specialist 1 -8.08 0.90
M&G Gbl Convertibles CH Acc CHF Specialist 1 -7.29 1.67
M&G Episode Macro SH Acc CHF Specialist 2.14 0.00
M&G Episode Macro TH Acc CHF Specialist 3.14 0.00
Threadneedle Eurpn SmCos RNA H CHF European Smaller Companies 3 6.39 0.10
Threadneedle Eurpn SmCos ZNA H CHF European Smaller Companies 3 7.25 0.90
Threadneedle PanEuSmCm RNA H CHF European Smaller Companies 2 7.48 0.10
Threadneedle PanEuSmCm ZNA H CHF European Smaller Companies 2 8.33 0.90
Threadneedle PanEuFo ZNA CHF Europe Including UK 2 9.39 1.40
M&G GblFlRtHiY AH Inc CHF Sterling High Yield 2 -5.48 4.82
M&G GblFlRtHiY CH Inc CHF Sterling High Yield 2 -4.83 4.81
M&G GblFlRtHiY AH Acc CHF Sterling High Yield 2 -5.45 3.29
M&G GblFlRtHiY CH Acc CHF Sterling High Yield 2 -4.88 3.91
Threadneedle UK ZNA H ACHF UK All Companies 2 -0.87 2.60
M&G Gbl Corprte Bd AH Gr Acc CHF Sterling Corporate Bond 1 -8.32 2.15
M&G Gbl Corprte Bd CH Gr Acc CHF Sterling Corporate Bond 1 -7.80 2.68
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 0.11 -0.66 0.25 -4.36 -2.05 18/05/2018
TM Fulcrum Dvfd Absl Ret C Acc AUD 0.21 -0.37 2.11 -0.42 0.09 18/05/2018
MI Somerset EmgMktsDivGth C A AUD -0.24 -1.73 -1.13 -2.32 -2.99 18/05/2018
MI Somerset EmgMktsDivGth B A AUD -0.24 -1.75 -1.22 -2.60 -3.53 18/05/2018
Thesis Bryth Inc 0.01 0.53 6.13 5.07 4.46 18/05/2018
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 0.77 0.89 4.07 -1.64 -3.09 18/05/2018
FP WHEB Sustainability C ACHF 0.64 0.10 5.47 6.31 - 18/05/2018
Threadneedle Gbl Eq Inc RNA H CHF 0.45 -0.24 0.25 -7.30 -3.78 18/05/2018
Threadneedle Gbl Eq Inc ZNA H CHF 0.45 -0.22 0.30 -7.13 -3.43 18/05/2018
Threadneedle EurpHdBd ZGA H CHF 0.55 0.64 1.99 -3.23 -2.83 18/05/2018
Threadneedle EurpHdBd ZGI H CHF 0.55 0.64 1.99 -3.06 -2.67 18/05/2018
Threadneedle EurpHdBd IGA H CHF 0.55 0.63 1.98 -3.25 -2.87 18/05/2018
Threadneedle USEqtInc ZNI H CHF 0.47 0.73 2.55 -4.23 0.04 18/05/2018
Threadneedle USEqtInc ZNA H CHF 0.47 0.73 2.56 -4.23 0.04 18/05/2018
M&G Optimal Income AH Gr Acc CHF 0.56 0.41 1.48 -4.48 -3.31 18/05/2018
M&G Optimal Income CH Gr Acc CHF 0.57 0.42 1.53 -4.34 -3.07 18/05/2018
M&G Optimal Income AH Inc CHF 0.56 0.41 1.49 -4.47 -3.31 18/05/2018
M&G Optimal Income CH Inc CHF 0.57 0.42 1.54 -4.37 -3.07 18/05/2018
M&G Optimal Income JH Acc CHF 0.57 0.43 - - - 18/05/2018
M&G Global gvt bnd A Acc CHF 0.08 -0.62 1.23 -0.31 -3.12 18/05/2018
M&G Global gvt bnd C Acc CHF 0.08 -0.61 1.29 -0.17 -2.86 18/05/2018
M&G Gbl Convertibles AH Acc CHF 0.66 0.63 2.45 -4.40 -4.15 18/05/2018
M&G Gbl Convertibles CH Acc CHF 0.66 0.65 2.51 -4.21 -3.85 18/05/2018
M&G Episode Macro SH Acc CHF 0.65 0.80 3.96 -3.79 0.36 18/05/2018
M&G Episode Macro TH Acc CHF 0.65 0.82 4.07 -3.51 0.82 18/05/2018
Threadneedle Eurpn SmCos RNA H CHF 0.78 0.60 6.13 -0.42 4.26 18/05/2018
Threadneedle Eurpn SmCos ZNA H CHF 0.78 0.62 6.20 -0.21 4.69 18/05/2018
Threadneedle PanEuSmCm RNA H CHF 0.82 0.51 6.67 1.55 5.10 18/05/2018
Threadneedle PanEuSmCm ZNA H CHF 0.83 0.53 6.74 1.76 5.53 18/05/2018
Threadneedle PanEuFo ZNA CHF 0.75 -0.13 4.09 2.75 1.06 18/05/2018
M&G GblFlRtHiY AH Inc CHF 0.51 0.51 1.92 -2.99 -3.10 18/05/2018
M&G GblFlRtHiY CH Inc CHF 0.51 0.53 1.99 -2.81 -2.74 18/05/2018
M&G GblFlRtHiY AH Acc CHF 0.51 0.52 1.93 -2.95 -3.06 18/05/2018
M&G GblFlRtHiY CH Acc CHF 0.51 0.53 1.98 -2.79 -2.75 18/05/2018
Threadneedle UK ZNA H ACHF 0.99 1.36 8.50 3.46 2.12 18/05/2018
M&G Gbl Corprte Bd AH Gr Acc CHF 0.43 0.03 0.59 -5.64 -6.39 18/05/2018
M&G Gbl Corprte Bd CH Gr Acc CHF 0.43 0.04 0.61 -5.52 -6.14 18/05/2018
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 2 4.26 30.33 -8.58 - -
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 3.06 20.69 -8.07 2.02 -9.08
MI Somerset EmgMktsDivGth C A AUD 3 8.20 35.95 -8.22 13.93 -7.90
MI Somerset EmgMktsDivGth B A AUD 3 6.96 34.33 -9.45 - -
Thesis Bryth Inc 1 8.64 20.65 -3.04 -0.57 2.65
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 -5.94 11.89 - - -
FP WHEB Sustainability C ACHF 1 - - - - -
Threadneedle Gbl Eq Inc RNA H CHF 2 -1.76 23.56 - - -
Threadneedle Gbl Eq Inc ZNA H CHF 2 -1.03 24.47 - - -
Threadneedle EurpHdBd ZGA H CHF 3 -3.69 22.18 - - -
Threadneedle EurpHdBd ZGI H CHF 3 -3.53 22.31 - - -
Threadneedle EurpHdBd IGA H CHF 3 -3.76 22.10 0.46 7.55 6.13
Threadneedle USEqtInc ZNI H CHF 2 4.65 - - - -
Threadneedle USEqtInc ZNA H CHF 2 - - - - -
M&G Optimal Income AH Gr Acc CHF 2 -4.65 20.36 -0.39 5.35 3.46
M&G Optimal Income CH Gr Acc CHF 2 -4.17 20.88 0.15 5.91 3.93
M&G Optimal Income AH Inc CHF 2 -4.68 20.38 -0.37 - -
M&G Optimal Income CH Inc CHF 2 -4.19 21.03 0.16 - -
M&G Optimal Income JH Acc CHF 2 - - - - -
M&G Global gvt bnd A Acc CHF 4 -1.23 15.16 13.74 - -
M&G Global gvt bnd C Acc CHF 4 -0.73 15.73 14.29 - -
M&G Gbl Convertibles AH Acc CHF 1 -8.08 19.18 -3.33 10.37 5.56
M&G Gbl Convertibles CH Acc CHF 1 -7.29 20.18 -2.95 11.04 6.56
M&G Episode Macro SH Acc CHF 2.14 22.99 -4.60 17.18 4.18
M&G Episode Macro TH Acc CHF 3.14 24.26 -3.65 17.97 4.42
Threadneedle Eurpn SmCos RNA H CHF 3 6.39 33.83 - - -
Threadneedle Eurpn SmCos ZNA H CHF 3 7.25 34.91 - - -
Threadneedle PanEuSmCm RNA H CHF 2 7.48 29.38 - - -
Threadneedle PanEuSmCm ZNA H CHF 2 8.33 30.48 - - -
Threadneedle PanEuFo ZNA CHF 2 9.39 14.09 - - -
M&G GblFlRtHiY AH Inc CHF 2 -5.48 19.59 - - -
M&G GblFlRtHiY CH Inc CHF 2 -4.83 20.25 - - -
M&G GblFlRtHiY AH Acc CHF 2 -5.45 19.62 -0.68 - -
M&G GblFlRtHiY CH Acc CHF 2 -4.88 20.33 -0.03 - -
Threadneedle UK ZNA H ACHF 2 -0.87 36.17 - - -
M&G Gbl Corprte Bd AH Gr Acc CHF 1 -8.32 17.10 0.92 5.30 -
M&G Gbl Corprte Bd CH Gr Acc CHF 1 -7.80 17.68 1.35 6.03 -
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
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 0 5.00 0.80 0.85 1.070
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 1.14 1.140
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
FP WHEB Sustainability C ACHF CHF 3,000 500 0.00 0.85 1.01 1.010
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 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
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
M&G Optimal Income JH Acc CHF CHF 50,000,000 10,000,000 1.25 0.60 0.78 0.780
M&G Global gvt bnd A Acc CHF CHF 1,000 75 4.00 1.00 1.21 1.210
M&G Global gvt bnd C Acc CHF CHF 500,000 50,000 1.25 0.50 0.71 0.710
M&G Gbl Convertibles AH Acc CHF CHF 1,000 75 4.00 1.50 1.69 1.690
M&G Gbl Convertibles CH Acc CHF CHF 500,000 50,000 1.25 0.75 0.94 0.940
M&G Episode Macro SH Acc CHF CHF 1,000 75 4.00 1.75 1.94 1.940
M&G Episode Macro TH Acc CHF CHF 500,000 50,000 4.00 0.75 0.94 0.940
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 PanEuFo ZNA CHF CHF 1,500,000 75,000 3.00 0.75 - 0.930
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
Threadneedle UK ZNA H ACHF CHF 1,500,000 75,000 3.00 0.75 - 0.830
M&G Gbl Corprte Bd AH Gr Acc CHF CHF 1,000 75 4.00 1.00 1.24 1.240
M&G Gbl Corprte Bd CH Gr Acc CHF CHF 500,000 50,000 1.25 0.50 0.74 0.740
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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