MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Stan Life Inv GlAbsRtStr Inst S Acc Targeted Absolute Return 1 1.10 1.35
Threadneedle £ ShtDt CrBd YGI GBP Sterling Corporate Bond 4 0.00 1.80
Janus Henderson ScLn Z H A¥ Specialist -2.94 4.00
Stan Life Inv Stratgc Bd Inst S Acc Sterling Strategic Bond 1 4.18 2.74
Stan Life Inv Stratgc Bd Inst S Inc Sterling Strategic Bond 1 3.92 2.74
Investec Emerging Mkts Dynamic Eq S Global Emerging Markets 38.26 1.76
M&G Episode Macro N USD Specialist 0.87 0.00
Investec UK Alpha K Inc£ UK All Companies 2 4.93 2.58
Investec UK Alpha K Acc GBP UK All Companies 2 0.00 2.54
Investec Gbl Qly Eq Inc K 2 I GBP Global -2.16 2.66
Investec Divfd Inc K A£ Mixed Investment 0-35% Shares 2 3.48 3.51
Investec Divfd Inc K In2£ Mixed Investment 0-35% Shares 2 3.48 4.11
City Financial HighYldOpps I Inc£ Global Bonds 1 1.74 1.79
City Financial HighYldOpps IA Inc£ Global Bonds 1 1.74 1.79
Schroder Gbl Climate Change I Acc Global 2 3.57 0.50
M&G Episode Defensive N Acc GBP Specialist 1 3.45 0.32
Schroder Multi-Asset Tot Rtn X Inc Targeted Absolute Return 0.00 1.91
Schroder Multi-Asset Tot Rtn X Acc Targeted Absolute Return 0.00 1.91
Marlborough Balanced I Mixed Investment 40-85% Shares 4 6.49 1.40
Investec Divfd Inc B A£ Mixed Investment 0-35% Shares 2 2.97 3.02
Investec Divfd Inc B In2£ Mixed Investment 0-35% Shares 2 2.97 4.11
Investec Asia Ex Japan B Acc GBP Asia Pacific Excluding Japan 4 23.19 0.70
HSBC Common Fund for Growth A Inc UK All Companies 1 -1.12 3.35
HSBC Common Fund for Income A Inc UK Gilts 1 0.39 3.00
TwentyFour MonumtBd L Inc£ Specialist 4.91 0.00
TwentyFour MonumtBd L Acc£ Specialist 4.91 0.00
TwentyFour MonumtBd L GrInc£ Specialist 4.91 0.00
TwentyFour MonumtBd L GrAcc£ Specialist 0.00 0.00
Investec American B Acc GBP North America 3 5.53 0.00
Investec UK Special Sits B Acc£ UK All Companies 1 -0.97 1.93
Investec UK Special Sits B Inc £ UK All Companies 1 -0.98 1.96
HSBC FTSE 250 Index Inst Inc UK All Companies 0.00 2.53
Legg Mason IFBrwiGlInOp S A Sterling Strategic Bond 1 0.00 3.50
Kames High Yield Bond S Acc GBP Sterling High Yield 1 0.00 4.03
Kames High Yield Bond S Inc GBP Sterling High Yield 1 0.00 4.05
Kames Sterling Corp Bond S Acc GBP Sterling Corporate Bond 3 0.00 2.99
Kames Sterling Corp Bond S Inc GBP Sterling Corporate Bond 3 0.00 3.00
Kames Global Equity S Acc GBP Global 4 0.00 0.00
Kames Invst Gr Bd S Acc GBP Sterling Corporate Bond 4 0.00 2.90
Kames Invst Gr Bd S Inc GBP Sterling Corporate Bond 4 0.00 2.91
Schroder UK Equity I Acc UK All Companies 1 1.75 2.73
Schroder Hi Yield Opps X Acc Sterling High Yield 5 7.96 6.42
Schroder Strategic Bond L Inc Sterling Strategic Bond 1 5.71 2.98
Schroder Strategic Bond L Acc Sterling Strategic Bond 1 5.70 2.98
Schroder Recovery X Inc UK All Companies 1 5.96 2.75
Schroder Recovery X Acc UK All Companies 1 5.97 2.76
7IM Emerging Mkts Eq Val Z Inc Global Emerging Markets 7.09 2.40
M&G GblFlRtHiY EH Acc GBP Sterling High Yield 2 1.89 3.79
M&G GblFlRtHiY EH Inc GBP Sterling High Yield 2 1.89 4.36
7IM UK Equity Value Z Inc UK All Companies 3.68 4.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Stan Life Inv GlAbsRtStr Inst S Acc -0.11 -0.54 -2.35 -0.36 0.16 23/02/2018
Threadneedle £ ShtDt CrBd YGI GBP 0.00 0.07 -0.53 -0.19 -0.15 23/02/2018
Janus Henderson ScLn Z H A¥ 0.53 0.53 0.49 -0.71 -5.95 21/02/2018
Stan Life Inv Stratgc Bd Inst S Acc -0.10 0.15 -1.00 -0.02 0.85 23/02/2018
Stan Life Inv Stratgc Bd Inst S Inc -0.10 0.15 -0.97 0.03 1.13 23/02/2018
Investec Emerging Mkts Dynamic Eq S 0.23 0.23 5.82 -2.34 9.84 20/01/2017
M&G Episode Macro N USD -0.09 0.33 -0.09 -0.51 -0.96 23/02/2018
Investec UK Alpha K Inc£ 0.21 -0.20 -4.54 -1.65 -1.44 23/02/2018
Investec UK Alpha K Acc GBP 0.21 -0.21 -4.54 -1.64 - 23/02/2018
Investec Gbl Qly Eq Inc K 2 I GBP -0.32 -1.06 -6.44 -4.75 -5.93 23/02/2018
Investec Divfd Inc K A£ 0.23 0.15 -0.84 0.86 1.57 23/02/2018
Investec Divfd Inc K In2£ 0.23 0.15 -0.84 0.87 1.56 23/02/2018
City Financial HighYldOpps I Inc£ -4.79 -4.93 -8.45 -6.97 -3.44 31/05/2017
City Financial HighYldOpps IA Inc£ -4.80 -4.94 -8.45 -6.97 -3.45 31/05/2017
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
M&G Episode Defensive N Acc GBP -0.05 0.13 1.02 1.67 2.08 11/01/2018
Schroder Multi-Asset Tot Rtn X Inc 0.44 0.56 -1.58 0.91 2.57 23/02/2018
Schroder Multi-Asset Tot Rtn X Acc 0.44 0.56 -1.60 0.89 2.57 23/02/2018
Marlborough Balanced I -0.08 0.28 -3.13 -0.44 1.70 23/02/2018
Investec Divfd Inc B A£ 0.22 0.13 -0.88 0.73 1.30 23/02/2018
Investec Divfd Inc B In2£ 0.23 0.14 -0.88 0.75 1.32 23/02/2018
Investec Asia Ex Japan B Acc GBP 0.15 0.62 -4.28 -2.42 3.08 23/02/2018
HSBC Common Fund for Growth A Inc 1.31 1.31 -6.34 -3.54 -3.51 20/02/2018
HSBC Common Fund for Income A Inc 0.16 0.16 -1.60 -1.93 -2.53 20/02/2018
TwentyFour MonumtBd L Inc£ 0.03 0.05 0.22 0.98 2.13 22/02/2018
TwentyFour MonumtBd L Acc£ 0.03 0.05 0.23 0.98 2.14 22/02/2018
TwentyFour MonumtBd L GrInc£ 0.03 0.04 0.23 0.96 2.13 22/02/2018
TwentyFour MonumtBd L GrAcc£ 0.03 0.05 0.23 0.98 2.15 22/02/2018
Investec American B Acc GBP -0.68 -0.29 -3.29 -0.72 1.71 23/02/2018
Investec UK Special Sits B Acc£ -0.05 0.91 -4.75 -0.40 -2.37 23/02/2018
Investec UK Special Sits B Inc £ -0.05 0.91 -4.75 -0.40 -2.38 23/02/2018
HSBC FTSE 250 Index Inst Inc 0.05 0.50 - - - 23/02/2018
Legg Mason IFBrwiGlInOp S A -0.06 -0.66 -1.05 -0.34 - 23/02/2018
Kames High Yield Bond S Acc GBP -0.04 0.12 -1.01 - - 23/02/2018
Kames High Yield Bond S Inc GBP -0.05 0.12 -1.03 - - 23/02/2018
Kames Sterling Corp Bond S Acc GBP 0.01 0.15 -1.92 - - 23/02/2018
Kames Sterling Corp Bond S Inc GBP 0.01 0.14 -1.92 - - 23/02/2018
Kames Global Equity S Acc GBP -0.28 1.16 -4.60 - - 23/02/2018
Kames Invst Gr Bd S Acc GBP 0.00 0.11 -2.08 - - 23/02/2018
Kames Invst Gr Bd S Inc GBP -0.01 0.10 -2.09 - - 23/02/2018
Schroder UK Equity I Acc 0.43 0.64 -4.73 0.42 -0.81 23/02/2018
Schroder Hi Yield Opps X Acc -0.09 -0.09 -1.45 0.92 3.22 23/02/2018
Schroder Strategic Bond L Inc -0.14 0.00 -1.23 1.50 2.90 23/02/2018
Schroder Strategic Bond L Acc -0.15 -0.01 -1.24 1.50 2.90 23/02/2018
Schroder Recovery X Inc 0.47 1.06 -3.02 3.14 4.38 23/02/2018
Schroder Recovery X Acc 0.46 1.07 -3.03 3.13 4.36 23/02/2018
7IM Emerging Mkts Eq Val Z Inc 0.87 1.71 -4.66 0.92 0.18 23/02/2018
M&G GblFlRtHiY EH Acc GBP -0.03 -0.09 -0.87 -0.52 0.25 23/02/2018
M&G GblFlRtHiY EH Inc GBP -0.02 -0.08 -0.87 -0.48 0.30 23/02/2018
7IM UK Equity Value Z Inc 0.72 0.30 -4.17 -0.11 0.17 23/02/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Stan Life Inv GlAbsRtStr Inst S Acc 1 1.10 0.52 -3.40 8.45 -
Threadneedle £ ShtDt CrBd YGI GBP 4 - - - - -
Janus Henderson ScLn Z H A¥ -2.94 27.29 10.24 - -
Stan Life Inv Stratgc Bd Inst S Acc 1 4.18 8.56 -2.86 4.90 -
Stan Life Inv Stratgc Bd Inst S Inc 1 3.92 8.51 -2.83 4.38 -
Investec Emerging Mkts Dynamic Eq S 38.26 - - - -
M&G Episode Macro N USD 0.87 30.88 6.34 26.49 -1.43
Investec UK Alpha K Inc£ 2 4.93 - - - -
Investec UK Alpha K Acc GBP 2 - - - - -
Investec Gbl Qly Eq Inc K 2 I GBP -2.16 - - - -
Investec Divfd Inc K A£ 2 3.48 - - - -
Investec Divfd Inc K In2£ 2 3.48 - - - -
City Financial HighYldOpps I Inc£ 1 1.74 1.42 -11.00 - -
City Financial HighYldOpps IA Inc£ 1 1.74 1.31 -11.00 - -
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
M&G Episode Defensive N Acc GBP 1 3.45 4.90 -1.22 2.05 1.99
Schroder Multi-Asset Tot Rtn X Inc - - - - -
Schroder Multi-Asset Tot Rtn X Acc - - - - -
Marlborough Balanced I 4 6.49 24.29 0.21 - -
Investec Divfd Inc B A£ 2 2.97 - - - -
Investec Divfd Inc B In2£ 2 2.97 - - - -
Investec Asia Ex Japan B Acc GBP 4 23.19 44.26 -14.28 21.38 -6.29
HSBC Common Fund for Growth A Inc 1 -1.12 18.14 -6.31 7.05 13.95
HSBC Common Fund for Income A Inc 1 0.39 4.82 3.57 11.75 0.71
TwentyFour MonumtBd L Inc£ 4.91 - - - -
TwentyFour MonumtBd L Acc£ 4.91 - - - -
TwentyFour MonumtBd L GrInc£ 4.91 - - - -
TwentyFour MonumtBd L GrAcc£ - - - - -
Investec American B Acc GBP 3 5.53 48.56 -2.92 23.69 8.64
Investec UK Special Sits B Acc£ 1 -0.97 24.43 -9.52 1.83 17.76
Investec UK Special Sits B Inc £ 1 -0.98 24.47 -9.55 1.83 17.78
HSBC FTSE 250 Index Inst Inc - - - - -
Legg Mason IFBrwiGlInOp S A 1 - - - - -
Kames High Yield Bond S Acc GBP 1 - - - - -
Kames High Yield Bond S Inc GBP 1 - - - - -
Kames Sterling Corp Bond S Acc GBP 3 - - - - -
Kames Sterling Corp Bond S Inc GBP 3 - - - - -
Kames Global Equity S Acc GBP 4 - - - - -
Kames Invst Gr Bd S Acc GBP 4 - - - - -
Kames Invst Gr Bd S Inc GBP 4 - - - - -
Schroder UK Equity I Acc 1 1.75 23.20 -8.29 5.39 22.58
Schroder Hi Yield Opps X Acc 5 7.96 - - - -
Schroder Strategic Bond L Inc 1 5.71 11.63 -4.88 2.52 7.28
Schroder Strategic Bond L Acc 1 5.70 11.64 -4.90 2.51 7.24
Schroder Recovery X Inc 1 5.96 34.75 -15.58 - -
Schroder Recovery X Acc 1 5.97 34.72 -15.60 - -
7IM Emerging Mkts Eq Val Z Inc 7.09 50.76 - - -
M&G GblFlRtHiY EH Acc GBP 2 1.89 11.23 -2.16 - -
M&G GblFlRtHiY EH Inc GBP 2 1.89 11.07 -2.24 - -
7IM UK Equity Value Z Inc 3.68 25.85 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Stan Life Inv GlAbsRtStr Inst S Acc GBX 750,000,000 750,000,000 0.00 0.60 - 0.720
Threadneedle £ ShtDt CrBd YGI GBP GBX 150,000,000 750,000,000 0.00 0.25 - 0.310
Janus Henderson ScLn Z H A¥ JPY 1,700,000,000 170,000,000 0.00 0.00 - 0.080
Stan Life Inv Stratgc Bd Inst S Acc GBX 150,000,000 150,000,000 0.00 0.35 - 0.500
Stan Life Inv Stratgc Bd Inst S Inc GBX 150,000,000 150,000,000 0.00 0.35 - 0.500
Investec Emerging Mkts Dynamic Eq S GBX 100,000,000 100,000,000 0.00 0.00 - 0.540
M&G Episode Macro N USD USD 50,000,000 50,000,000 0.00 0.00 0.17 0.170
Investec UK Alpha K Inc£ GBX 400,000,000 50,000,000 0.00 0.40 - 0.480
Investec UK Alpha K Acc GBP GBX 400,000,000 50,000,000 0.00 0.40 - 0.480
Investec Gbl Qly Eq Inc K 2 I GBP GBX 400,000,000 50,000,000 0.00 0.45 - 0.560
Investec Divfd Inc K A£ GBX 400,000,000 50,000,000 0.00 0.50 - 0.600
Investec Divfd Inc K In2£ GBX 400,000,000 50,000,000 0.00 0.50 - 0.600
City Financial HighYldOpps I Inc£ GBX 30,000,000 30,000,000 5.00 0.55 0.74 0.740
City Financial HighYldOpps IA Inc£ GBX 30,000,000 30,000,000 5.00 0.55 0.74 0.740
Schroder Gbl Climate Change I Acc GBX 25,000,000 10,000,000 10.00 0.75 - 0.790
M&G Episode Defensive N Acc GBP GBX 10,000,000 10,000,000 1.25 0.00 0.22 0.220
Schroder Multi-Asset Tot Rtn X Inc GBX 1,000,000 10,000,000 - - - -
Schroder Multi-Asset Tot Rtn X Acc GBX 1,000,000 10,000,000 - - - -
Marlborough Balanced I GBX 10,000,000 10,000,000 5.00 0.00 - -
Investec Divfd Inc B A£ GBX 10,000,000 10,000,000 0.00 1.00 - 1.100
Investec Divfd Inc B In2£ GBX 10,000,000 10,000,000 0.00 1.00 - 1.100
Investec Asia Ex Japan B Acc GBP GBX 10,000,000 10,000,000 0.00 1.25 1.43 1.430
HSBC Common Fund for Growth A Inc GBX 10,000,000 10,000,000 0.00 0.00 - 0.130
HSBC Common Fund for Income A Inc GBX 10,000,000 10,000,000 0.00 0.00 - 0.140
TwentyFour MonumtBd L Inc£ GBP 50,000,000 10,000,000 0.00 0.50 - 0.550
TwentyFour MonumtBd L Acc£ GBP 50,000,000 10,000,000 0.00 0.50 - 0.550
TwentyFour MonumtBd L GrInc£ GBP 50,000,000 10,000,000 0.00 0.50 - 0.550
TwentyFour MonumtBd L GrAcc£ GBP 50,000,000 10,000,000 0.00 0.50 - 0.550
Investec American B Acc GBP GBX 10,000,000 10,000,000 0.00 1.25 1.35 1.340
Investec UK Special Sits B Acc£ GBX 10,000,000 10,000,000 0.00 1.00 1.10 1.080
Investec UK Special Sits B Inc £ GBX 10,000,000 10,000,000 0.00 1.00 1.10 1.080
HSBC FTSE 250 Index Inst Inc GBX 10,000,000 10,000,000 0.00 - - -
Legg Mason IFBrwiGlInOp S A GBX 50,000,000 10,000,000 - 0.45 - 0.200
Kames High Yield Bond S Acc GBP GBX 100,000,000 10,000,000 0.00 0.55 - 0.590
Kames High Yield Bond S Inc GBP GBX 100,000,000 10,000,000 0.00 0.55 - 0.590
Kames Sterling Corp Bond S Acc GBP GBX 100,000,000 10,000,000 0.00 0.45 - 0.490
Kames Sterling Corp Bond S Inc GBP GBX 100,000,000 10,000,000 0.00 0.45 - 0.490
Kames Global Equity S Acc GBP GBX 100,000,000 10,000,000 0.00 0.40 - 0.520
Kames Invst Gr Bd S Acc GBP GBX 100,000,000 10,000,000 0.00 0.55 - 0.580
Kames Invst Gr Bd S Inc GBP GBX 100,000,000 10,000,000 0.00 0.55 - 0.580
Schroder UK Equity I Acc GBX 25,000,000 10,000,000 10.00 0.75 - 0.760
Schroder Hi Yield Opps X Acc GBX 25,000,000 10,000,000 0.00 0.00 - -
Schroder Strategic Bond L Inc GBX 25,000,000 10,000,000 0.00 0.50 - 0.590
Schroder Strategic Bond L Acc GBX 25,000,000 10,000,000 0.00 0.50 - 0.590
Schroder Recovery X Inc GBX 25,000,000 10,000,000 - 0.00 - 0.010
Schroder Recovery X Acc GBX 25,000,000 10,000,000 - 0.00 - 0.010
7IM Emerging Mkts Eq Val Z Inc GBX 30,000,000 5,000,000 5.00 0.00 - 0.150
M&G GblFlRtHiY EH Acc GBP GBX 5,000,000 5,000,000 0.00 0.40 0.58 0.580
M&G GblFlRtHiY EH Inc GBP GBX 5,000,000 5,000,000 0.00 0.40 0.58 0.580
7IM UK Equity Value Z Inc GBX 30,000,000 5,000,000 5.00 0.00 - 0.100
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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