MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
The Enterprise Trust Flexible Investment 2 -3.66 2.36
S&W Devonshire Mixed Investment 40-85% Shares 2 -3.23 2.21
LF Davids Flexible Investment 2 -4.79 0.41
IFSL James Hambro Barnham Broom Mixed Investment 40-85% Shares 3 -2.91 0.00
Schroder Moorgate II M Acc UK All Companies 4.57 2.79
LF New Grande Motte Mixed Investment 40-85% Shares 3 -4.87 0.88
The Norfolk Trust Flexible Investment 2 3.90 1.56
S&W Staffordshire Portfolio Global 1 -3.59 1.79
IFSL James Hambro Master Mixed Investment 40-85% Shares 3 -2.90 2.50
S&W Millennium Global 1 -9.64 2.64
VT Craigshannoch Multi Strategy A Flexible Investment 1 -0.40 0.11
The Buckingham Mixed Investment 40-85% Shares 2 10.64 1.08
TM Cheviot Balanced C Acc Mixed Investment 40%-85% Share 3 9.23 1.45
Schroder Advd Bt GblEq SM Cp I Acc Global -4.01 2.22
Schroder Advd Beta Gbl Eq Val I Acc Global -1.22 3.35
The Water Tigress Acc Mixed Investment 40%-85% Share 2 -4.69 1.05
Schroder Moorgate I M Inc UK All Companies 8.47 3.12
LF The Abbotsford Mixed Investment 40-85% Shares 3 -4.78 1.29
S&W The Westhill Income A Acc Global 3 -2.38 1.25
VT Mulgy Flexible Investment -3.24 0.00
The Notts Trust Flexible Investment 3 -5.13 1.64
IFSL James Hambro Penrhos Inc Mixed Investment 40-85% Shares 3 -3.43 0.00
VT Proprietary 1 A Global 5 -2.27 0.00
VT Turcan Connell Capital Strategy Flexible Investment 1 -8.36 0.00
The Holmbush Flexible Investment 2 -4.17 0.97
Schroder Moorgate I M Acc UK All Companies 8.41 3.08
VT CTAK Capiv A Inc Flexible Investment -3.87 0.00
CF Tasman Inc Mixed Investment 40%-85% Share 2 -3.13 0.83
LF Miton Eu Opp A Acc Europe Excluding UK 5 -3.10 0.56
S&W The Westhill Income A Inc Global 3 -1.90 1.26
LF The Monoux Global 2 -3.49 0.00
Lib Bal D Acc Mixed Investment 40-85% Shares 2 -5.59 1.12
S&W Folla Global 1 -4.53 0.97
Lib Bal CWM Acc Mixed Investment 40-85% Shares 2 -5.61 1.12
Schroder Adv Bta Gl Svr Bnd I Acc Global Bonds 0.88 1.67
Schroder Moorgate II M Inc UK All Companies 4.57 2.84
LF JOHIM Arbor Mixed Investment 40-85% Shares 3 -5.09 0.40
The Water Tigress Inc Mixed Investment 40%-85% Share 2 -4.53 1.06
Schroder Diversified Growth I Acc Specialist 1 12.84 1.00
LF Circus Mixed Investment 40-85% Shares 3 -5.10 0.72
LF Broden Global 1 -5.19 0.41
Schroder Gbl Climate Change I Acc Global 2 3.57 0.50
LF New Jaguar Global 1 -5.14 0.29
FP Towers Watson Sel Gth A GBP Specialist 8.87 0.00
IFSL James Hambro Rires Mixed Investment 40-85% Shares 3 -3.34 0.00
LF Mulberry Inc Flexible Investment 2 -5.34 0.66
S&W Global Opportunities Flexible Investment 2 -6.81 2.00
VT Matterhorn A Inc Flexible Investment 0.00 0.00
The Cardinal Inc Flexible Investment 4 14.77 0.81
FP Towers Watson Sel Gth P EUR Specialist -5.95 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
The Enterprise Trust 1.95 1.95 -1.00 -2.17 -6.21 14/01/2019
S&W Devonshire 2.05 2.05 0.75 -0.85 -4.78 14/01/2019
LF Davids 2.88 2.88 1.13 -0.25 -2.99 15/01/2019
IFSL James Hambro Barnham Broom -0.13 -0.13 -1.11 -1.88 -5.72 16/01/2019
Schroder Moorgate II M Acc 0.02 0.80 0.60 1.82 0.37 21/08/2014
LF New Grande Motte 1.91 1.91 -1.63 -2.74 -6.08 15/01/2019
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
S&W Staffordshire Portfolio 2.65 2.65 -1.26 -2.06 -6.81 14/01/2019
IFSL James Hambro Master -0.29 -0.29 -1.08 -1.61 -5.12 16/01/2019
S&W Millennium 2.68 2.68 -0.31 -3.13 -9.27 14/01/2019
VT Craigshannoch Multi Strategy A -0.18 -0.18 -3.58 -2.42 1.14 18/09/2018
The Buckingham 1.63 - - 2.82 3.93 15/01/2018
TM Cheviot Balanced C Acc 0.26 0.39 1.97 -1.34 1.91 07/08/2015
Schroder Advd Bt GblEq SM Cp I Acc 1.26 1.30 5.33 -1.57 -8.11 18/01/2019
Schroder Advd Beta Gbl Eq Val I Acc 1.08 0.88 2.30 -0.02 -1.44 18/01/2019
The Water Tigress Acc -0.32 - -1.84 5.25 1.25 13/05/2016
Schroder Moorgate I M Inc 0.36 1.69 1.26 0.80 -1.54 21/08/2014
LF The Abbotsford 1.78 1.78 -0.23 -0.29 -5.71 15/01/2019
S&W The Westhill Income A Acc 2.00 2.00 -1.47 0.41 -3.71 14/01/2019
VT Mulgy 0.06 0.04 0.36 -2.04 -3.67 18/01/2019
The Notts Trust 0.74 0.26 1.85 -2.59 -8.10 18/01/2019
IFSL James Hambro Penrhos Inc -0.14 -0.14 -1.24 -2.01 -6.35 16/01/2019
VT Proprietary 1 A -0.48 -0.64 1.53 -0.37 -2.67 17/01/2019
VT Turcan Connell Capital Strategy 0.10 -0.11 0.33 -3.55 -7.15 18/01/2019
The Holmbush 0.94 0.94 0.47 1.54 -0.72 31/05/2016
Schroder Moorgate I M Acc 0.36 1.69 1.25 0.79 -1.60 21/08/2014
VT CTAK Capiv A Inc 0.11 0.01 0.42 -2.54 -4.03 18/01/2019
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
LF Miton Eu Opp A Acc 1.09 -0.23 4.57 -3.13 -10.16 18/01/2019
S&W The Westhill Income A Inc 1.97 1.97 -1.48 0.91 -3.24 14/01/2019
LF The Monoux 2.03 2.03 -2.56 -2.36 -4.79 15/01/2019
Lib Bal D Acc 0.33 -0.07 1.14 -1.96 -6.48 18/01/2019
S&W Folla -0.20 -0.20 -0.50 -0.66 -6.49 16/01/2019
Lib Bal CWM Acc 0.33 -0.07 1.12 -1.92 -6.48 18/01/2019
Schroder Adv Bta Gl Svr Bnd I Acc -0.32 -0.24 0.12 2.21 0.48 18/01/2019
Schroder Moorgate II M Inc 0.02 0.81 0.61 -0.61 0.36 21/08/2014
LF JOHIM Arbor 2.71 2.71 -1.05 -3.37 -6.60 15/01/2019
The Water Tigress Inc -0.35 - -1.84 5.36 1.42 13/05/2016
Schroder Diversified Growth I Acc -0.43 0.46 0.76 -0.45 5.01 15/08/2013
LF Circus 2.16 2.16 -2.11 -3.82 -7.48 15/01/2019
LF Broden 2.59 2.59 -2.55 -5.28 -9.28 15/01/2019
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
LF New Jaguar 2.56 2.56 -2.75 -5.33 -9.20 15/01/2019
FP Towers Watson Sel Gth A GBP 0.00 0.00 0.00 1.57 5.82 10/06/2015
IFSL James Hambro Rires -0.04 -0.04 -0.33 -1.75 -5.56 16/01/2019
LF Mulberry Inc 2.21 2.21 -2.21 -3.94 -7.76 15/01/2019
S&W Global Opportunities 3.87 - 0.75 -4.34 -8.09 10/01/2019
VT Matterhorn A Inc 0.10 0.02 0.66 -1.61 -3.92 18/01/2019
The Cardinal Inc -0.89 -0.89 -2.90 9.75 10.39 15/09/2016
FP Towers Watson Sel Gth P EUR -0.94 -0.22 1.29 2.11 -8.85 10/06/2015
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
The Enterprise Trust 2 -3.66 9.42 20.04 1.81 0.97
S&W Devonshire 2 -3.23 6.99 18.71 -9.18 4.08
LF Davids 2 -4.79 4.87 18.75 -0.79 7.06
IFSL James Hambro Barnham Broom 3 -2.91 10.98 17.89 1.08 2.93
Schroder Moorgate II M Acc 4.57 - - - -
LF New Grande Motte 3 -4.87 9.27 22.18 -1.47 11.22
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
S&W Staffordshire Portfolio 1 -3.59 12.13 20.31 1.58 0.08
IFSL James Hambro Master 3 -2.90 10.74 17.56 0.17 5.88
S&W Millennium 1 -9.64 11.40 23.69 -5.90 -0.02
VT Craigshannoch Multi Strategy A 1 -0.40 -18.40 5.93 0.96 -
The Buckingham 2 10.64 21.23 -8.04 6.31 4.47
TM Cheviot Balanced C Acc 3 9.23 4.71 18.13 13.13 1.72
Schroder Advd Bt GblEq SM Cp I Acc -4.01 9.68 - - -
Schroder Advd Beta Gbl Eq Val I Acc -1.22 4.29 - - -
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
Schroder Moorgate I M Inc 8.47 - - - -
LF The Abbotsford 3 -4.78 11.76 21.61 -2.18 3.88
S&W The Westhill Income A Acc 3 -2.38 14.95 24.69 1.05 -
VT Mulgy -3.24 - - - -
The Notts Trust 3 -5.13 6.02 26.90 -1.44 7.14
IFSL James Hambro Penrhos Inc 3 -3.43 10.97 16.13 0.29 3.12
VT Proprietary 1 A 5 -2.27 3.88 38.40 -8.72 -
VT Turcan Connell Capital Strategy 1 -8.36 10.01 3.16 - -
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
Schroder Moorgate I M Acc 8.41 - - - -
VT CTAK Capiv A Inc -3.87 - - - -
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
LF Miton Eu Opp A Acc 5 -3.10 29.63 34.49 - -
S&W The Westhill Income A Inc 3 -1.90 14.93 25.07 1.53 -
LF The Monoux 2 -3.49 12.17 24.09 5.02 8.97
Lib Bal D Acc 2 -5.59 8.67 20.49 -2.17 1.78
S&W Folla 1 -4.53 12.06 15.54 0.16 8.97
Lib Bal CWM Acc 2 -5.61 8.65 20.42 -2.36 1.48
Schroder Adv Bta Gl Svr Bnd I Acc 0.88 0.08 - - -
Schroder Moorgate II M Inc 4.57 - - - -
LF JOHIM Arbor 3 -5.09 10.58 22.72 -3.30 5.27
The Water Tigress Inc 2 -4.53 7.17 3.00 13.38 -8.51
Schroder Diversified Growth I Acc 1 12.84 2.68 6.05 12.37 0.04
LF Circus 3 -5.10 9.01 24.82 -4.32 6.16
LF Broden 1 -5.19 10.58 25.11 -3.93 6.21
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
LF New Jaguar 1 -5.14 10.41 23.41 6.95 9.68
FP Towers Watson Sel Gth A GBP 8.87 5.63 14.77 - -
IFSL James Hambro Rires 3 -3.34 13.66 14.85 3.31 4.10
LF Mulberry Inc 2 -5.34 8.42 24.18 -4.25 5.43
S&W Global Opportunities 2 -6.81 13.13 21.30 -5.02 0.00
VT Matterhorn A Inc - - - - -
The Cardinal Inc 4 14.77 2.57 5.94 9.53 9.91
FP Towers Watson Sel Gth P EUR -5.95 1.58 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
The Enterprise Trust GBX 0 0 10.00 0.92 1.31 1.330
S&W Devonshire GBX 0 0 10.00 1.14 1.39 1.590
LF Davids GBX 0 0 10.00 1.02 1.35 1.380
IFSL James Hambro Barnham Broom GBP 100,000 10,000 10.00 1.00 - 1.410
Schroder Moorgate II M Acc GBX 3,000,000 100,000 10.00 0.40 - 1.290
LF New Grande Motte GBX 0 0 10.00 0.78 1.33 1.120
The Norfolk Trust GBX 100,000 100,000 10.00 0.75 0.86 -
S&W Staffordshire Portfolio GBX 0 0 10.00 0.80 1.10 1.120
IFSL James Hambro Master GBP 100,000 10,000 10.00 0.70 0.89 1.000
S&W Millennium GBX 100,000 10,000 10.00 1.00 1.33 1.290
VT Craigshannoch Multi Strategy A GBX 250,000 0 10.00 0.50 0.80 0.800
The Buckingham GBX 0 0 10.00 1.03 1.53 1.250
TM Cheviot Balanced C Acc GBX 100,000 0 10.00 0.00 0.00 1.120
Schroder Advd Bt GblEq SM Cp I Acc GBX 0 0 10.00 - - 0.230
Schroder Advd Beta Gbl Eq Val I Acc GBX 0 0 10.00 - - 0.210
The Water Tigress Acc GBX 0 0 10.00 0.77 1.48 1.330
Schroder Moorgate I M Inc GBX 3,000,000 100,000 10.00 0.60 - 0.820
LF The Abbotsford GBX 100,000 10,000 10.00 0.92 1.22 1.000
S&W The Westhill Income A Acc GBX 0 0 10.00 - - 0.680
VT Mulgy GBX 250,000 0 10.00 0.50 1.95 1.950
The Notts Trust GBX 100,000 100,000 10.00 0.75 0.86 0.950
IFSL James Hambro Penrhos Inc GBX 100,000 10,000 10.00 1.03 1.65 1.730
VT Proprietary 1 A GBX 1,000,000 100,000 10.00 0.50 1.33 1.330
VT Turcan Connell Capital Strategy GBX 250,000 0 10.00 0.55 1.94 1.940
The Holmbush GBX 0 0 10.00 0.77 1.54 1.660
Schroder Moorgate I M Acc GBX 3,000,000 100,000 10.00 0.60 - 0.820
VT CTAK Capiv A Inc GBX 250,000 250,000 10.00 0.50 1.55 1.550
CF Tasman Inc GBX 100,000 10,000 10.00 1.00 1.48 1.600
LF Miton Eu Opp A Acc GBX 0 0 10.00 - - 1.690
S&W The Westhill Income A Inc GBX 0 0 10.00 - - 0.680
LF The Monoux GBX 0 0 10.00 0.55 1.33 1.520
Lib Bal D Acc GBX 0 0 10.00 1.50 0.00 1.500
S&W Folla GBX 0 0 10.00 0.95 1.17 1.320
Lib Bal CWM Acc GBX 0 0 10.00 1.00 0.00 1.500
Schroder Adv Bta Gl Svr Bnd I Acc GBX 0 0 10.00 - - 0.120
Schroder Moorgate II M Inc GBX 3,000,000 100,000 10.00 0.40 - 1.290
LF JOHIM Arbor GBX 0 0 10.00 1.16 1.34 1.560
The Water Tigress Inc GBX 0 0 10.00 0.77 1.48 1.330
Schroder Diversified Growth I Acc GBX 1,000,000 20,000 10.00 0.75 0.84 0.790
LF Circus GBX 0 0 10.00 1.00 1.26 1.130
LF Broden GBX 100,000 5,000 10.00 1.00 1.32 1.150
Schroder Gbl Climate Change I Acc GBX 25,000,000 10,000,000 10.00 0.75 - 0.790
LF New Jaguar GBX 0 0 10.00 1.00 1.37 1.260
FP Towers Watson Sel Gth A GBP GBX 5,000,000 1 10.00 0.32 2.09 2.090
IFSL James Hambro Rires GBX 100,000 10,000 10.00 1.00 - 1.400
LF Mulberry Inc GBX 100,000 10,000 10.00 1.00 1.40 1.260
S&W Global Opportunities GBX 0 0 10.00 - - 0.870
VT Matterhorn A Inc GBX 250,000 0 10.00 - - -
The Cardinal Inc GBX 0 0 10.00 1.03 1.20 1.360
FP Towers Watson Sel Gth P EUR EUX 5,000,000 1 10.00 0.32 2.21 2.210
Page: 1 of 287
Next »
Showing 50 (1 to 50) out of 14,319

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