MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Schroder Diversified Growth I Acc Specialist 1 12.84 1.00
Schroder Moorgate I M Acc UK All Companies 8.41 3.08
Schroder Moorgate I M Inc UK All Companies 8.47 3.12
Schroder Moorgate II M Acc UK All Companies 4.57 2.79
Schroder Moorgate II M Inc UK All Companies 4.57 2.84
The Norfolk Trust Flexible Investment 2 3.90 1.56
Schroder Gbl Climate Change I Acc Global 2 3.57 0.50
FP Towers Watson Sel Gth A GBP Specialist 8.87 0.00
FP Towers Watson Sel Gth P EUR Specialist -5.95 0.00
TM Cheviot Balanced C Acc Mixed Investment 40%-85% Share 3 9.23 1.45
CF Tasman Inc Mixed Investment 40%-85% Share 2 -3.13 0.83
The Water Tigress Inc Mixed Investment 40%-85% Share 2 -4.53 1.06
The Water Tigress Acc Mixed Investment 40%-85% Share 2 -4.69 1.05
The Holmbush Flexible Investment 2 -4.17 0.97
The Cardinal Inc Flexible Investment 4 14.77 0.81
The Buckingham Mixed Investment 40-85% Shares 2 10.64 1.08
The Notts Trust Flexible Investment 3 2.52 1.51
VT Craigshannoch Multi Strategy A Flexible Investment 1 3.89 0.11
LF Miton Worldwide Opps E GBP Flexible Investment 5 9.03 0.34
LF Davids Flexible Investment 1 1.32 0.21
VT CTAK Capiv A Inc Flexible Investment 0.00 0.00
VT The Prestney Inc Mixed Investment 40-85% Shares 2 4.10 1.44
VT Mulgy Flexible Investment 0.00 0.00
LF OHP Mixed Investment 40-85% Shares 4 7.75 0.37
LF Gulland Mixed Investment 40-85% Shares 5 5.72 0.81
S&W Norton Mixed Investment 40-85% Shares 1 3.55 1.49
Lib Stgc X Acc Mixed Investment 40-85% Shares 2 6.86 1.70
Lib Stgc D Acc Mixed Investment 40-85% Shares 2 5.72 0.24
Lib Stgc C Inc Mixed Investment 40-85% Shares 2 5.48 0.41
Lib Bal CWM Acc Mixed Investment 40-85% Shares 3 6.94 1.12
Lib Bal D Acc Mixed Investment 40-85% Shares 3 7.00 1.12
Lib Bal X Acc Mixed Investment 40-85% Shares 3 8.03 1.11
Lib Bal X Inc Mixed Investment 40-85% Shares 3 8.03 0.00
VT Turcan Connell Capital Strategy Flexible Investment 8.38 0.00
IFSL James Hambro Rires Mixed Investment 40-85% Shares 5 7.49 0.00
IFSL James Hambro Penrhos Inc Mixed Investment 40-85% Shares 3 7.33 0.00
IFSL James Hambro Barnham Broom Mixed Investment 40-85% Shares 4 7.79 0.00
LF JOHIM Arbor Mixed Investment 40-85% Shares 2 7.64 0.27
LF New Floco Mixed Investment 40-85% Shares 5 6.01 0.63
LF New Viaduct Inst Inc Mixed Investment 40-85% Shares 3 8.32 0.42
LF Circus Mixed Investment 40-85% Shares 2 6.04 0.62
LF New Grande Motte Mixed Investment 40-85% Shares 3 5.26 0.89
LF Mulberry Inc Flexible Investment 1 5.44 0.51
LF Navajo Acc Mixed Investment 40-85% Shares 3 9.16 0.16
LF Navajo Inc Mixed Investment 40-85% Shares 3 9.16 0.16
LF The Abbotsford Mixed Investment 40-85% Shares 3 6.04 1.11
S&W Gloucester Mixed Investment 40-85% Shares 3 4.14 2.60
VT Arden A UK Equity & Bond Income 3 15.16 0.28
VT Randolph Place Diversified A UK Equity & Bond Income 3 5.94 1.99
IFSL James Hambro Master Mixed Investment 40-85% Shares 3 6.72 2.50
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Schroder Diversified Growth I Acc -0.43 0.46 0.76 -0.45 5.01 15/08/2013
Schroder Moorgate I M Acc 0.36 1.69 1.25 0.79 -1.60 21/08/2014
Schroder Moorgate I M Inc 0.36 1.69 1.26 0.80 -1.54 21/08/2014
Schroder Moorgate II M Acc 0.02 0.80 0.60 1.82 0.37 21/08/2014
Schroder Moorgate II M Inc 0.02 0.81 0.61 -0.61 0.36 21/08/2014
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
FP Towers Watson Sel Gth A GBP 0.00 0.00 0.00 1.57 5.82 10/06/2015
FP Towers Watson Sel Gth P EUR -0.94 -0.22 1.29 2.11 -8.85 10/06/2015
TM Cheviot Balanced C Acc 0.26 0.39 1.97 -1.34 1.91 07/08/2015
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
The Water Tigress Inc -0.35 - -1.84 5.36 1.42 13/05/2016
The Water Tigress Acc -0.32 - -1.84 5.25 1.25 13/05/2016
The Holmbush 0.94 0.94 0.47 1.54 -0.72 31/05/2016
The Cardinal Inc -0.89 -0.89 -2.90 9.75 10.39 15/09/2016
The Buckingham 1.63 - - 2.82 3.93 15/01/2018
The Notts Trust 0.58 0.75 5.07 3.76 1.52 21/05/2018
VT Craigshannoch Multi Strategy A 0.11 3.94 6.67 13.31 13.98 21/05/2018
LF Miton Worldwide Opps E GBP 0.13 -0.04 1.59 1.00 2.06 21/05/2018
LF Davids 0.85 0.85 2.17 2.43 1.13 15/05/2018
VT CTAK Capiv A Inc 0.04 0.09 1.52 1.82 1.03 21/05/2018
VT The Prestney Inc 0.47 0.47 2.60 1.74 1.12 18/05/2018
VT Mulgy 0.04 0.10 1.64 2.01 1.41 21/05/2018
LF OHP 2.60 2.60 7.37 5.95 1.36 15/05/2018
LF Gulland 2.14 2.14 5.70 5.30 1.13 15/05/2018
S&W Norton 1.13 1.13 5.22 4.06 2.09 16/05/2018
Lib Stgc X Acc 0.41 0.88 3.76 4.39 3.69 21/05/2018
Lib Stgc D Acc 0.32 0.76 3.58 4.06 3.11 21/05/2018
Lib Stgc C Inc 0.38 0.83 3.62 4.03 3.01 21/05/2018
Lib Bal CWM Acc 0.37 0.74 4.14 4.28 3.48 21/05/2018
Lib Bal D Acc 0.38 0.75 4.22 4.29 3.48 21/05/2018
Lib Bal X Acc 0.40 0.75 4.23 4.54 3.98 21/05/2018
Lib Bal X Inc 0.40 0.75 4.23 4.54 3.98 21/05/2018
VT Turcan Connell Capital Strategy 0.13 0.12 2.57 2.76 2.72 21/05/2018
IFSL James Hambro Rires 1.24 1.24 4.65 3.66 2.26 16/05/2018
IFSL James Hambro Penrhos Inc 1.23 1.23 4.78 4.10 2.27 16/05/2018
IFSL James Hambro Barnham Broom 1.28 1.28 4.84 4.31 2.69 16/05/2018
LF JOHIM Arbor 2.81 2.81 6.18 4.43 2.83 15/05/2018
LF New Floco 4.38 4.38 7.03 4.88 -0.11 15/05/2018
LF New Viaduct Inst Inc 3.00 3.00 6.74 4.18 1.14 15/05/2018
LF Circus 2.33 2.33 6.61 5.40 0.38 15/05/2018
LF New Grande Motte 2.32 2.32 5.91 4.19 -0.69 15/05/2018
LF Mulberry Inc 2.34 2.34 6.65 5.41 0.31 15/05/2018
LF Navajo Acc 3.29 3.29 7.09 4.82 2.44 15/05/2018
LF Navajo Inc 3.29 3.29 7.09 4.82 2.44 15/05/2018
LF The Abbotsford 1.82 1.82 5.00 4.44 1.30 15/05/2018
S&W Gloucester 1.86 - 4.85 4.10 2.78 14/05/2018
VT Arden A 0.15 0.25 3.67 4.00 7.87 21/05/2018
VT Randolph Place Diversified A 0.21 0.30 2.95 3.05 1.89 21/05/2018
IFSL James Hambro Master 1.50 1.50 4.94 3.82 2.11 16/05/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroder Diversified Growth I Acc 1 12.84 2.68 6.05 12.37 0.04
Schroder Moorgate I M Acc 8.41 - - - -
Schroder Moorgate I M Inc 8.47 - - - -
Schroder Moorgate II M Acc 4.57 - - - -
Schroder Moorgate II M Inc 4.57 - - - -
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
FP Towers Watson Sel Gth A GBP 8.87 5.63 14.77 - -
FP Towers Watson Sel Gth P EUR -5.95 1.58 - - -
TM Cheviot Balanced C Acc 3 9.23 4.71 18.13 13.13 1.72
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
The Water Tigress Inc 2 -4.53 7.17 3.00 13.38 -8.51
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
The Cardinal Inc 4 14.77 2.57 5.94 9.53 9.91
The Buckingham 2 10.64 21.23 -8.04 6.31 4.47
The Notts Trust 3 2.52 25.29 -1.34 10.25 2.72
VT Craigshannoch Multi Strategy A 1 3.89 -6.03 -4.80 - -
LF Miton Worldwide Opps E GBP 5 9.03 32.93 0.43 6.79 3.59
LF Davids 1 1.32 16.74 -3.16 13.96 -1.72
VT CTAK Capiv A Inc - - - - -
VT The Prestney Inc 2 4.10 17.28 -1.38 7.95 -2.98
VT Mulgy - - - - -
LF OHP 4 7.75 20.68 0.18 11.69 -0.05
LF Gulland 5 5.72 19.00 2.22 15.56 1.13
S&W Norton 1 3.55 17.03 -4.21 10.41 0.54
Lib Stgc X Acc 2 6.86 18.13 -3.42 10.54 1.07
Lib Stgc D Acc 2 5.72 16.95 -4.74 8.78 -0.39
Lib Stgc C Inc 2 5.48 16.62 -4.54 9.17 -0.20
Lib Bal CWM Acc 3 6.94 19.75 -5.06 9.45 0.30
Lib Bal D Acc 3 7.00 19.73 -4.86 9.67 0.60
Lib Bal X Acc 3 8.03 21.00 -3.60 11.49 2.09
Lib Bal X Inc 3 8.03 22.35 - - -
VT Turcan Connell Capital Strategy 8.38 8.01 -2.58 - -
IFSL James Hambro Rires 5 7.49 19.27 -1.34 12.75 2.06
IFSL James Hambro Penrhos Inc 3 7.33 18.63 -3.84 12.13 0.90
IFSL James Hambro Barnham Broom 4 7.79 20.25 -3.47 13.10 2.18
LF JOHIM Arbor 2 7.64 19.75 -1.83 8.50 -0.15
LF New Floco 5 6.01 22.57 2.99 23.08 0.33
LF New Viaduct Inst Inc 3 8.32 20.93 -1.54 18.59 -1.23
LF Circus 2 6.04 23.73 -5.29 9.32 -0.06
LF New Grande Motte 3 5.26 19.59 -1.91 15.87 -2.38
LF Mulberry Inc 1 5.44 23.49 -6.45 9.04 0.27
LF Navajo Acc 3 9.16 23.85 -1.40 8.29 4.26
LF Navajo Inc 3 9.16 23.82 -1.40 8.29 4.25
LF The Abbotsford 3 6.04 22.60 -4.87 11.38 3.64
S&W Gloucester 3 4.14 21.59 -1.33 6.41 3.09
VT Arden A 3 15.16 17.98 -6.00 12.12 -
VT Randolph Place Diversified A 3 5.94 18.57 -3.42 11.08 -
IFSL James Hambro Master 3 6.72 20.83 -3.93 12.24 1.06
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Schroder Diversified Growth I Acc GBX 1,000,000 20,000 10.00 0.75 0.84 0.790
Schroder Moorgate I M Acc GBX 3,000,000 100,000 10.00 0.60 - 0.820
Schroder Moorgate I M Inc GBX 3,000,000 100,000 10.00 0.60 - 0.820
Schroder Moorgate II M Acc GBX 3,000,000 100,000 10.00 0.40 - 1.290
Schroder Moorgate II M Inc GBX 3,000,000 100,000 10.00 0.40 - 1.290
The Norfolk Trust GBX 100,000 100,000 10.00 0.75 0.86 -
Schroder Gbl Climate Change I Acc GBX 25,000,000 10,000,000 10.00 0.75 - 0.790
FP Towers Watson Sel Gth A GBP GBX 5,000,000 1 10.00 0.32 2.09 2.090
FP Towers Watson Sel Gth P EUR EUX 5,000,000 1 10.00 0.32 2.21 2.210
TM Cheviot Balanced C Acc GBX 100,000 0 10.00 0.00 0.00 1.120
CF Tasman Inc GBX 100,000 10,000 10.00 1.00 1.48 1.600
The Water Tigress Inc GBX 0 0 10.00 0.77 1.48 1.330
The Water Tigress Acc GBX 0 0 10.00 0.77 1.48 1.330
The Holmbush GBX 0 0 10.00 0.77 1.54 1.660
The Cardinal Inc GBX 0 0 10.00 1.03 1.20 1.360
The Buckingham GBX 0 0 10.00 1.03 1.53 1.250
The Notts Trust GBX 100,000 100,000 10.00 0.75 0.86 0.950
VT Craigshannoch Multi Strategy A GBX 250,000 0 10.00 0.50 0.80 0.800
LF Miton Worldwide Opps E GBP GBX 10,000,000 1,000,000 10.00 0.50 - 0.810
LF Davids GBX 0 0 10.00 1.02 1.35 1.380
VT CTAK Capiv A Inc GBX 250,000 250,000 10.00 0.50 1.55 1.550
VT The Prestney Inc GBX 100,000 10,000 10.00 1.00 1.10 1.100
VT Mulgy GBX 250,000 0 10.00 0.50 1.95 1.950
LF OHP GBX 0 0 10.00 1.00 1.53 1.270
LF Gulland GBX 50,000 50,000 10.00 0.79 1.35 1.080
S&W Norton GBX 100,000 10,000 10.00 0.70 1.77 1.390
Lib Stgc X Acc GBX 0 0 10.00 0.00 0.00 0.860
Lib Stgc D Acc GBX 0 0 10.00 1.50 0.00 1.860
Lib Stgc C Inc GBX 0 0 10.00 1.25 0.00 2.110
Lib Bal CWM Acc GBX 0 0 10.00 1.00 0.00 1.500
Lib Bal D Acc GBX 0 0 10.00 1.50 0.00 1.500
Lib Bal X Acc GBX 0 0 10.00 0.00 0.00 0.500
Lib Bal X Inc GBX 0 0 10.00 - - 0.620
VT Turcan Connell Capital Strategy GBX 250,000 0 10.00 0.55 1.94 1.940
IFSL James Hambro Rires GBX 100,000 10,000 10.00 1.00 - 1.360
IFSL James Hambro Penrhos Inc GBX 100,000 10,000 10.00 1.03 1.65 1.890
IFSL James Hambro Barnham Broom GBP 100,000 10,000 10.00 1.00 - 1.480
LF JOHIM Arbor GBX 0 0 10.00 1.16 1.34 1.560
LF New Floco GBX 100,000 10,000 10.00 0.40 1.21 1.440
LF New Viaduct Inst Inc GBX 0 0 10.00 1.00 1.40 1.280
LF Circus GBX 0 0 10.00 1.00 - 1.130
LF New Grande Motte GBX 0 0 10.00 0.78 1.33 1.120
LF Mulberry Inc GBX 100,000 10,000 10.00 1.00 1.40 1.200
LF Navajo Acc GBX 100,000 5,000 10.00 1.00 1.53 1.520
LF Navajo Inc GBX 100,000 5,000 10.00 1.00 1.53 1.520
LF The Abbotsford GBX 100,000 10,000 10.00 0.92 1.22 1.000
S&W Gloucester GBX 100,000 100,000 10.00 0.65 0.78 0.870
VT Arden A GBX 250,000 0 10.00 0.50 1.69 1.690
VT Randolph Place Diversified A GBX 250,000 0 10.00 0.50 1.60 1.600
IFSL James Hambro Master GBP 100,000 10,000 10.00 0.70 0.89 1.000
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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