MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
TM Cavendish AIM B UK Smaller Companies 5 14.05 0.60
Aptus Global Financials B Inc EUR Global Equity Income 1 2.69 4.90
Aptus Global Financials B Inc USD Global Equity Income 1 3.31 4.90
Neptune European Opps D Acc GBP Europe Excluding UK 2 -5.83 2.21
Neptune European Opps C Inc GBP Europe Excluding UK 2 -5.87 3.18
Neptune European Opps C Acc EUR Europe Excluding UK 2 -5.88 1.92
Neptune European Opps C Acc GBP Europe Excluding UK 2 -5.87 2.16
Neptune European Opps B Inc GBP Europe Excluding UK 2 -6.37 3.19
Neptune European Opps B Acc GBP Europe Excluding UK 2 -6.36 1.90
Neptune European Opps B Acc EUR Europe Excluding UK 2 -6.37 1.69
Aptus Global Financials C Inc GBP Global Equity Income 1 4.51 4.80
Aptus Global Financials C Acc GBP Global Equity Income 1 4.54 4.60
FF&P Small Cap UK Equity A Inc UK Smaller Companies 4 -10.13 0.80
Neptune European Opps A Acc EUR Europe Excluding UK 2 -6.80 1.45
Neptune European Opps A Acc GBP Europe Excluding UK 2 -6.84 1.63
Neptune European Opps A Inc GBP Europe Excluding UK 2 -6.83 3.19
Aptus Global Financials A Inc GBP Global Equity Income 1 3.85 4.80
Aptus Global Financials B Inc GBP Global Equity Income 1 3.55 4.80
Aptus Global Financials B Acc GBP Global Equity Income 1 3.57 4.60
FF&P Small Cap UK Equity B Inc UK Smaller Companies 4 -10.52 1.10
Janus Henderson ErpSmCs I A European Smaller Companies 3 4.52 0.70
Janus Henderson ErpSmCs A A European Smaller Companies 3 3.64 0.00
Baillie Gifford Greater China C Acc China/Greater China 5 1.09 1.34
Baillie Gifford Greater China C Inc China/Greater China 5 1.04 1.34
FF&P US Small Cap Eq A Inc North American Smaller Compani 2 7.88 0.50
Old Mutual UK Sm Cos U2 A£ UK Smaller Companies 3 8.32 0.70
Old Mutual UK Sm Cos U2 I£ UK Smaller Companies 3 8.33 0.71
Old Mutual UK Sm Cos U1 I£ UK Smaller Companies 3 8.25 0.64
Old Mutual UK Sm Cos U1 A£ UK Smaller Companies 3 8.22 0.63
FF&P US Small Cap Eq B Inc North American Smaller Compani 2 6.74 0.00
Old Mutual UK Sm Cos R I£ UK Smaller Companies 3 8.14 0.57
Old Mutual UK Sm Cos R A£ UK Smaller Companies 3 8.14 0.57
Baillie Gifford Greater China B Acc China/Greater China 5 0.36 0.67
Baillie Gifford Greater China B Inc China/Greater China 5 0.37 0.67
Old Mutual UK Sm Cos P A£ UK Smaller Companies 3 7.75 0.28
Old Mutual UK Sm Cos P I£ UK Smaller Companies 3 7.76 0.28
The MI Discretionary Unit Inc UK Smaller Companies 5 9.82 1.21
The MI Discretionary Unit Acc UK Smaller Companies 5 9.83 1.21
Jupiter UK Smaller Companies I Acc UK Smaller Companies 5 27.13 0.70
Old Mutual UK Sm Cos A I£ UK Smaller Companies 3 7.20 0.00
Old Mutual UK Sm Cos A A£ UK Smaller Companies 3 7.20 0.00
Baillie Gifford Greater China A Acc China/Greater China 5 -0.37 0.00
Schroder Inst UK Sm Cos X Inc UK Smaller Companies 4 8.47 1.98
Schroder UK Dynamic Sm Cos S Inc UK Smaller Companies 3 3.82 1.48
Schroder UK Dynamic Sm Cos S Acc UK Smaller Companies 3 3.82 1.47
MI Chelverton UK Equ Grth B Inc UK All Companies 5 12.43 0.95
MI Chelverton UK Equ Grth B Acc UK All Companies 5 12.43 0.94
Schroder Inst UK Sm Cos I Acc UK Smaller Companies 4 7.91 1.50
Schroder Inst UK Sm Cos I Inc UK Smaller Companies 4 7.94 1.52
Schroder UK Dynamic Sm Cos Z Acc UK Smaller Companies 3 3.43 1.11
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
TM Cavendish AIM B -0.33 -0.63 -0.30 0.33 9.43 16/08/2018
Aptus Global Financials B Inc EUR -0.32 -0.67 2.23 -2.46 -0.26 16/08/2018
Aptus Global Financials B Inc USD -0.66 -0.98 2.32 -3.01 0.37 16/08/2018
Neptune European Opps D Acc GBP 0.27 -4.93 -0.07 -8.30 -7.39 16/08/2018
Neptune European Opps C Inc GBP 0.34 -4.96 -0.07 -8.30 -7.45 16/08/2018
Neptune European Opps C Acc EUR 0.01 -4.90 -0.37 -8.18 -7.32 16/08/2018
Neptune European Opps C Acc GBP 0.32 -4.96 -0.05 -8.26 -7.45 16/08/2018
Neptune European Opps B Inc GBP 0.28 -4.97 -0.12 -8.41 -7.71 16/08/2018
Neptune European Opps B Acc GBP 0.29 -4.97 -0.11 -8.42 -7.70 16/08/2018
Neptune European Opps B Acc EUR 0.02 -4.95 -0.38 -8.32 -7.59 16/08/2018
Aptus Global Financials C Inc GBP -0.23 -0.99 2.57 -2.47 0.12 16/08/2018
Aptus Global Financials C Acc GBP -0.23 -0.99 2.57 -2.45 0.14 16/08/2018
FF&P Small Cap UK Equity A Inc 0.27 0.27 5.15 0.79 -3.27 27/02/2015
Neptune European Opps A Acc EUR 0.01 -4.93 -0.40 -8.41 -7.80 16/08/2018
Neptune European Opps A Acc GBP 0.27 -4.99 -0.17 -8.54 -7.94 16/08/2018
Neptune European Opps A Inc GBP 0.29 -4.98 -0.16 -8.54 -7.94 16/08/2018
Aptus Global Financials A Inc GBP -0.23 -1.01 2.52 -2.63 -0.19 16/08/2018
Aptus Global Financials B Inc GBP -0.23 -1.01 2.49 -2.70 -0.36 16/08/2018
Aptus Global Financials B Acc GBP -0.23 -1.01 2.49 -2.68 -0.33 16/08/2018
FF&P Small Cap UK Equity B Inc 0.27 0.27 5.15 0.79 -3.31 27/02/2015
Janus Henderson ErpSmCs I A 0.23 -2.35 0.68 0.95 0.76 16/08/2018
Janus Henderson ErpSmCs A A 0.21 -2.35 0.60 0.72 0.34 16/08/2018
Baillie Gifford Greater China C Acc -1.13 -6.08 -6.02 -9.39 -6.90 16/08/2018
Baillie Gifford Greater China C Inc -1.15 -6.09 -6.02 -9.40 -6.95 16/08/2018
FF&P US Small Cap Eq A Inc -0.40 -0.90 -1.62 8.71 25.20 29/01/2015
Old Mutual UK Sm Cos U2 A£ -0.54 -0.86 -1.13 0.93 5.50 16/08/2018
Old Mutual UK Sm Cos U2 I£ -0.51 -0.85 -1.11 0.92 5.49 16/08/2018
Old Mutual UK Sm Cos U1 I£ -0.48 -0.86 -1.11 0.93 5.44 16/08/2018
Old Mutual UK Sm Cos U1 A£ -0.54 -0.86 -1.12 0.93 5.42 16/08/2018
FF&P US Small Cap Eq B Inc -0.44 -0.91 -1.71 8.40 24.53 29/01/2015
Old Mutual UK Sm Cos R I£ -0.52 -0.85 -1.14 0.89 5.38 16/08/2018
Old Mutual UK Sm Cos R A£ -0.51 -0.88 -1.14 0.89 5.42 16/08/2018
Baillie Gifford Greater China B Acc -1.14 -6.09 -6.09 -9.57 -7.25 16/08/2018
Baillie Gifford Greater China B Inc -1.13 -6.09 -6.09 -9.57 -7.23 16/08/2018
Old Mutual UK Sm Cos P A£ -0.50 -0.86 -1.17 0.80 5.23 16/08/2018
Old Mutual UK Sm Cos P I£ -0.49 -0.86 -1.13 0.81 5.24 16/08/2018
The MI Discretionary Unit Inc -0.33 -0.95 -2.43 3.48 8.36 16/08/2018
The MI Discretionary Unit Acc -0.33 -0.95 -2.43 3.48 8.37 16/08/2018
Jupiter UK Smaller Companies I Acc -0.28 -1.38 -1.99 2.27 9.26 16/08/2018
Old Mutual UK Sm Cos A I£ -0.51 -0.88 -1.19 0.68 4.95 16/08/2018
Old Mutual UK Sm Cos A A£ -0.50 -0.88 -1.20 0.67 4.96 16/08/2018
Baillie Gifford Greater China A Acc -1.13 -6.10 -6.14 -9.74 -7.57 16/08/2018
Schroder Inst UK Sm Cos X Inc 0.23 -0.79 -1.03 0.01 4.97 16/08/2018
Schroder UK Dynamic Sm Cos S Inc 0.30 0.04 -0.89 1.15 7.82 16/08/2018
Schroder UK Dynamic Sm Cos S Acc 0.31 0.04 -0.89 1.13 7.82 16/08/2018
MI Chelverton UK Equ Grth B Inc -0.33 -0.92 -1.35 -0.77 2.95 16/08/2018
MI Chelverton UK Equ Grth B Acc -0.33 -0.92 -1.35 -0.77 2.95 16/08/2018
Schroder Inst UK Sm Cos I Acc 0.24 -0.78 -1.07 -0.12 4.72 16/08/2018
Schroder Inst UK Sm Cos I Inc 0.23 -0.78 -1.07 -0.10 4.74 16/08/2018
Schroder UK Dynamic Sm Cos Z Acc 0.30 0.04 -0.92 1.05 7.63 16/08/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
TM Cavendish AIM B 5 14.05 53.24 6.01 5.20 20.47
Aptus Global Financials B Inc EUR 1 2.69 48.73 -8.27 21.79 6.74
Aptus Global Financials B Inc USD 1 3.31 46.96 -12.58 22.30 6.50
Neptune European Opps D Acc GBP 2 -5.83 45.89 3.01 5.99 3.45
Neptune European Opps C Inc GBP 2 -5.87 45.74 2.86 5.96 3.55
Neptune European Opps C Acc EUR 2 -5.88 45.71 3.28 5.23 -
Neptune European Opps C Acc GBP 2 -5.87 45.69 2.93 5.98 3.55
Neptune European Opps B Inc GBP 2 -6.37 44.99 2.33 5.43 3.09
Neptune European Opps B Acc GBP 2 -6.36 44.98 2.35 5.42 3.10
Neptune European Opps B Acc EUR 2 -6.37 44.98 2.85 4.89 2.97
Aptus Global Financials C Inc GBP 1 4.51 44.67 -7.88 23.56 7.54
Aptus Global Financials C Acc GBP 1 4.54 44.67 -7.92 23.59 7.54
FF&P Small Cap UK Equity A Inc 4 -10.13 44.57 28.67 - -
Neptune European Opps A Acc EUR 2 -6.80 44.27 2.26 4.42 2.39
Neptune European Opps A Acc GBP 2 -6.84 44.25 1.86 4.94 2.57
Neptune European Opps A Inc GBP 2 -6.83 44.24 1.93 4.84 2.56
Aptus Global Financials A Inc GBP 1 3.85 43.76 -8.42 22.67 -
Aptus Global Financials B Inc GBP 1 3.55 43.44 -8.63 22.23 6.63
Aptus Global Financials B Acc GBP 1 3.57 43.43 -8.63 22.25 6.63
FF&P Small Cap UK Equity B Inc 4 -10.52 43.03 29.51 -2.45 17.78
Janus Henderson ErpSmCs I A 3 4.52 42.23 21.88 14.70 9.79
Janus Henderson ErpSmCs A A 3 3.64 41.01 20.82 13.75 8.87
Baillie Gifford Greater China C Acc 5 1.09 40.17 37.60 -1.91 18.56
Baillie Gifford Greater China C Inc 5 1.04 40.12 37.76 -2.06 18.54
FF&P US Small Cap Eq A Inc 2 7.88 39.87 15.42 - -
Old Mutual UK Sm Cos U2 A£ 3 8.32 39.54 8.85 19.46 8.62
Old Mutual UK Sm Cos U2 I£ 3 8.33 39.54 8.86 19.48 8.94
Old Mutual UK Sm Cos U1 I£ 3 8.25 39.41 8.76 19.31 7.97
Old Mutual UK Sm Cos U1 A£ 3 8.22 39.41 8.76 19.35 8.77
FF&P US Small Cap Eq B Inc 2 6.74 39.36 16.37 -4.08 34.26
Old Mutual UK Sm Cos R I£ 3 8.14 39.29 8.66 19.23 9.50
Old Mutual UK Sm Cos R A£ 3 8.14 39.29 8.65 19.24 9.44
Baillie Gifford Greater China B Acc 5 0.36 39.22 36.53 -2.59 17.55
Baillie Gifford Greater China B Inc 5 0.37 39.12 36.47 -2.77 17.61
Old Mutual UK Sm Cos P A£ 3 7.75 38.81 8.22 18.82 9.00
Old Mutual UK Sm Cos P I£ 3 7.76 38.76 8.25 18.79 9.03
The MI Discretionary Unit Inc 5 9.82 38.56 8.71 13.81 18.18
The MI Discretionary Unit Acc 5 9.83 38.55 9.18 13.75 19.77
Jupiter UK Smaller Companies I Acc 5 27.13 38.15 10.92 11.46 11.39
Old Mutual UK Sm Cos A I£ 3 7.20 38.09 7.69 18.20 8.45
Old Mutual UK Sm Cos A A£ 3 7.20 38.08 7.70 18.19 8.44
Baillie Gifford Greater China A Acc 5 -0.37 38.05 36.34 -3.38 16.80
Schroder Inst UK Sm Cos X Inc 4 8.47 37.93 1.03 - -
Schroder UK Dynamic Sm Cos S Inc 3 3.82 37.72 0.33 12.31 -
Schroder UK Dynamic Sm Cos S Acc 3 3.82 37.71 0.33 - -
MI Chelverton UK Equ Grth B Inc 5 12.43 37.62 12.41 - -
MI Chelverton UK Equ Grth B Acc 5 12.43 37.61 12.41 - -
Schroder Inst UK Sm Cos I Acc 4 7.91 37.31 0.54 18.99 10.76
Schroder Inst UK Sm Cos I Inc 4 7.94 37.25 0.55 19.01 10.77
Schroder UK Dynamic Sm Cos Z Acc 3 3.43 37.21 -0.03 11.95 9.00
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
TM Cavendish AIM B GBX 50,000 5,000 5.00 0.60 0.89 0.840
Aptus Global Financials B Inc EUR EUR 1,000 50 0.00 1.20 - 1.410
Aptus Global Financials B Inc USD USD 1,000 50 0.00 1.20 - 1.410
Neptune European Opps D Acc GBP GBX 100,000,000 0 0.00 0.65 - 0.870
Neptune European Opps C Inc GBP GBX 250,000 0 0.00 0.75 0.78 0.970
Neptune European Opps C Acc EUR EUX 250,000 0 0.00 0.75 - 0.970
Neptune European Opps C Acc GBP GBX 250,000 0 0.00 0.75 0.86 0.970
Neptune European Opps B Inc GBP GBX 1,000 100 0.00 1.25 1.34 1.470
Neptune European Opps B Acc GBP GBX 1,000 100 0.00 1.25 1.32 1.470
Neptune European Opps B Acc EUR EUX 1,000 100 0.00 1.25 1.33 1.470
Aptus Global Financials C Inc GBP GBX 0 0 0.00 0.20 - 0.410
Aptus Global Financials C Acc GBP GBX 0 0 0.00 0.20 - 0.410
FF&P Small Cap UK Equity A Inc GBP 50,000 1,000 - 0.63 0.91 0.960
Neptune European Opps A Acc EUR EUX 1,000 50 5.00 1.75 1.89 1.970
Neptune European Opps A Acc GBP GBX 1,000 50 5.00 1.75 1.82 1.970
Neptune European Opps A Inc GBP GBX 1,000 50 5.00 1.75 1.87 1.970
Aptus Global Financials A Inc GBP GBX 50,000,000 1,000 0.00 0.90 - 1.110
Aptus Global Financials B Inc GBP GBX 1,000 50 0.00 1.20 - 1.410
Aptus Global Financials B Acc GBP GBX 1,000 50 0.00 1.20 - 1.410
FF&P Small Cap UK Equity B Inc GBP 50,000 1,000 - 1.63 1.91 1.960
Janus Henderson ErpSmCs I A GBX 3,000,000 10,000 0.00 0.75 0.87 0.860
Janus Henderson ErpSmCs A A GBX 1,000 100 5.00 1.50 1.76 1.710
Baillie Gifford Greater China C Acc GBX 250,000 0 0.00 0.00 - 0.090
Baillie Gifford Greater China C Inc GBX 250,000 0 0.00 0.00 - 0.090
FF&P US Small Cap Eq A Inc GBP 50,000 1,000 - 0.85 1.14 1.740
Old Mutual UK Sm Cos U2 A£ GBX 250,000,000 1,000,000 0.00 - - 0.850
Old Mutual UK Sm Cos U2 I£ GBX 250,000,000 1,000,000 0.00 - - 0.850
Old Mutual UK Sm Cos U1 I£ GBX 75,000,000 500,000 0.00 - - 0.940
Old Mutual UK Sm Cos U1 A£ GBX 75,000,000 500,000 0.00 - - 0.940
FF&P US Small Cap Eq B Inc GBP 50,000 1,000 - 1.85 2.24 2.740
Old Mutual UK Sm Cos R I£ GBX 5,000,000 150,000 0.00 - - 1.030
Old Mutual UK Sm Cos R A£ GBX 5,000,000 150,000 0.00 - - 1.030
Baillie Gifford Greater China B Acc GBX 1,000 0 0.00 0.72 - 0.810
Baillie Gifford Greater China B Inc GBX 1,000 0 0.00 0.72 - 0.810
Old Mutual UK Sm Cos P A£ GBX 1,000 500 4.00 - - 1.400
Old Mutual UK Sm Cos P I£ GBX 1,000 500 4.00 - - 1.400
The MI Discretionary Unit Inc GBX 3,000 0 3.00 1.00 1.13 1.100
The MI Discretionary Unit Acc GBX 3,000 0 3.00 1.00 1.13 1.100
Jupiter UK Smaller Companies I Acc GBX 5,000,000 50,000 0.00 0.75 1.04 1.020
Old Mutual UK Sm Cos A I£ GBX 1,000 500 4.00 - - 1.900
Old Mutual UK Sm Cos A A£ GBX 1,000 500 4.00 - - 1.900
Baillie Gifford Greater China A Acc GBX 1,000 100 0.00 1.47 - 1.560
Schroder Inst UK Sm Cos X Inc GBX 0 0 - - - 0.020
Schroder UK Dynamic Sm Cos S Inc GBX 0 0 0.00 1.00 - 1.170
Schroder UK Dynamic Sm Cos S Acc GBX 0 0 0.00 - - -
MI Chelverton UK Equ Grth B Inc GBX 1,000 500 5.00 0.75 - 1.000
MI Chelverton UK Equ Grth B Acc GBX 1,000 500 5.00 0.75 - 1.000
Schroder Inst UK Sm Cos I Acc GBX 100,000 20,000 0.00 0.50 - 0.520
Schroder Inst UK Sm Cos I Inc GBX 100,000 20,000 0.00 0.50 - 0.520
Schroder UK Dynamic Sm Cos Z Acc GBX 1,000,000 100,000 0.00 0.75 - 0.920
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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