MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

1 year
3 year
5 year

Name	% Chg
F&C International Heritage 4 Acc	66.22%
JPM Institutional Asia I Acc	45.27%
Stan Life Inv Corporate Debt	40.10%
Aberdeen Chrty Sel Gbl Ex UK Eq Acc	38.33%
Aberdeen Chrty Sel Gbl Ex UK Eq Inc	38.31%
Investec Emerging Mkts Dynamic Eq S	38.26%
Alliance Trust European Eq P Acc	38.01%
Investec Emerging Mkts Dynamic Eq I	37.09%
Henderson Global Focus Corp Acc	36.64%
Investec Emerging Mkts Dynamic Eq A	36.02%

Name	% Chg
Melchior Jap Advantage I Hg GBP	122.84%
F&C International Heritage 4 Acc	113.52%
Baillie Gifford American C Acc	105.33%
Neptune Russia & Gtr Rus C Acc GBP	102.38%
Baillie Gifford American B Acc	101.96%
Baillie Gifford American B Inc	101.95%
Neptune Russia & Gtr Rus C Acc EUR	100.98%
Neptune Russia & Gtr Rus C Acc USD	100.73%
Baillie Gifford Japnse Sm Cos C Inc	99.51%
Baillie Gifford Japnse Sm Cos C Acc	99.48%

Name	% Chg
The Capital	198.43%
Baillie Gifford American C Acc	175.09%
AXA Framlington Gbl Tech Z Inc	173.40%
AXA Framlington Gbl Tech Z Acc	173.32%
Legg Mason IFJaEq X	171.81%
Baillie Gifford Japnse Sm Cos C Acc	168.00%
Baillie Gifford Japnse Sm Cos C Inc	167.87%
Baillie Gifford American B Acc	167.10%
Baillie Gifford American B Inc	167.08%
Premier UK Mid 250 C Inc	165.55%

Name	Rating
S&W Brixworth	5
Quilter Investors CrlmMdPsvPf...	5
Architas MA Passive Moderate...	5
Unicorn Mastertrust B	5
Fidelity UK Inc Opps A Inc	5
Schroder Sterling Corp Bd S Acc	5
Quilter Investors EmgMktBond...	5
Blackrock Inst Eq Cont Eur A	5
Schroder Long Dated Corp Bond...	5
VT Arden A	5

More results »

Fund manager
Yield
Fund size
Growth / Income
Sector
Region
Crown rating
Asset type

Snapshot
Short Term
Performance
Fees/Details

Fund name	Sector name	Crown Rating	Performance 1Y (%)	Yield (%)
7IM Balanced A Inc	Mixed Investment 20-60% Shares	1	-5.00	1.30
7IM Balanced B Acc	Mixed Investment 20-60% Shares	1	-4.84	1.40
7IM Balanced C Acc	Mixed Investment 20-60% Shares	1	-4.60	1.50
7IM Balanced C Inc	Mixed Investment 20-60% Shares	1	-4.52	1.50
7IM Balanced D Acc	Mixed Investment 20-60% Shares	1	-5.07	1.30
7IM Balanced D Inc	Mixed Investment 20-60% Shares	1	-4.99	1.30
7IM Balanced S Acc	Mixed Investment 20-60% Shares	1	-4.35	1.60
7IM Balanced S Inc	Mixed Investment 20-60% Shares	1	-4.28	1.60
7IM Cautious C Acc	Mixed Investment 0-35% Shares	1	-1.15	1.40
7IM Cautious C Inc	Mixed Investment 0-35% Shares	1	-1.14	1.40
7IM Cautious S Acc	Mixed Investment 0-35% Shares	1	-0.96	1.40
7IM Cautious S Inc	Mixed Investment 0-35% Shares	1	-0.94	1.40
7IM Dyn Planner Pfl 4 C Acc	Volatility Managed		0.52	0.70
7IM Dyn Planner Pfl 4 C Inc	Volatility Managed		0.48	0.70
7IM Dyn Planner Pfl 5 C Acc	Volatility Managed		-0.15	0.60
7IM Dyn Planner Pfl 5 C Inc	Volatility Managed		-0.16	0.60
7IM Dyn Planner Pfl 6 C Acc	Volatility Managed		-0.85	0.50
7IM Dyn Planner Pfl 6 C Inc	Volatility Managed		-0.87	0.50
7IM Emerging Mkts Eq Val C Inc	Global Emerging Markets		-11.77	3.40
7IM Emerging Mkts Eq Val Z Inc	Global Emerging Markets		-11.57	3.40
7IM European (ex UK) Equ Val C Inc	Europe Excluding UK	3	-4.85	3.70
7IM European (ex UK) Equ Val Z Inc	Europe Excluding UK	3	-4.61	3.70
7IM Moderately Adventurous A Acc	Mixed Investment 40-85% Shares	1	-5.82	0.20
7IM Moderately Adventurous A Inc	Mixed Investment 40-85% Shares	1	-5.73	0.20
7IM Moderately Adventurous B Acc	Mixed Investment 40-85% Shares	1	-5.58	0.40
7IM Moderately Adventurous C Acc	Mixed Investment 40-85% Shares	1	-5.34	0.70
7IM Moderately Adventurous C Inc	Mixed Investment 40-85% Shares	1	-5.26	0.70
7IM Moderately Adventurous D Acc	Mixed Investment 40-85% Shares	1	-5.82	0.20
7IM Moderately Adventurous D Inc	Mixed Investment 40-85% Shares	1	-5.73	0.20
7IM Moderately Adventurous S Acc	Mixed Investment 40-85% Shares	1	-5.10	0.90
7IM Moderately Adventurous S Inc	Mixed Investment 40-85% Shares	1	-5.03	0.90
7IM Moderately Cautious A Acc	Mixed Investment 0-35% Shares	1	-4.78	1.90
7IM Moderately Cautious A Inc	Mixed Investment 0-35% Shares	1	-4.68	2.00
7IM Moderately Cautious B Acc	Mixed Investment 0-35% Shares	1	-4.60	2.00
7IM Moderately Cautious C Acc	Mixed Investment 0-35% Shares	1	-4.42	1.90
7IM Moderately Cautious C Inc	Mixed Investment 0-35% Shares	1	-4.32	2.00
7IM Moderately Cautious D Acc	Mixed Investment 0-35% Shares	1	-4.80	2.00
7IM Moderately Cautious D Inc	Mixed Investment 0-35% Shares	1	-4.63	2.00
7IM Moderately Cautious S Acc	Mixed Investment 0-35% Shares	1	-4.23	1.90
7IM Moderately Cautious S Inc	Mixed Investment 0-35% Shares	1	-4.13	2.00
7IM Personal Injury A Acc	Mixed Investment 0-35% Shares	1	-1.67	1.60
7IM Personal Injury B Acc	Mixed Investment 0-35% Shares	1	-1.08	1.60
7IM Personal Injury B Inc	Mixed Investment 0-35% Shares	1	-1.07	1.60
7IM Personal Injury C Acc	Mixed Investment 0-35% Shares	1	-1.07	1.60
7IM Personal Injury C Inc	Mixed Investment 0-35% Shares	1	-1.07	1.60
7IM Personal Injury D Acc	Mixed Investment 0-35% Shares	1	-1.79	1.60
7IM Personal Injury D Inc	Mixed Investment 0-35% Shares	1	-1.78	1.60
7IM Personal Injury E Acc	Mixed Investment 0-35% Shares	1	-1.46	1.60
7IM Personal Injury S Acc	Mixed Investment 0-35% Shares	1	-0.88	1.60
7IM Personal Injury S Inc	Mixed Investment 0-35% Shares	1	-0.88	1.60

Fund name	1 day return (%)	1 week return (%)	1 month return (%)	3 months return (%)	6 months return (%)	Price date
7IM Balanced A Inc	0.08	-1.49	-2.28	-4.35	-6.43	12/12/2018
7IM Balanced B Acc	0.07	-1.49	-2.26	-4.29	-6.31	12/12/2018
7IM Balanced C Acc	0.08	-1.48	-2.24	-4.23	-6.19	12/12/2018
7IM Balanced C Inc	0.08	-1.48	-2.24	-4.23	-6.19	12/12/2018
7IM Balanced D Acc	0.08	-1.49	-2.27	-4.35	-6.43	12/12/2018
7IM Balanced D Inc	0.08	-1.49	-2.27	-4.35	-6.42	12/12/2018
7IM Balanced S Acc	0.08	-1.48	-2.21	-4.17	-6.07	12/12/2018
7IM Balanced S Inc	0.08	-1.48	-2.21	-4.17	-6.07	12/12/2018
7IM Cautious C Acc	0.23	-0.22	-0.17	-1.03	-1.94	12/12/2018
7IM Cautious C Inc	0.24	-0.22	-0.18	-1.04	-1.94	12/12/2018
7IM Cautious S Acc	0.23	-0.23	-0.16	-0.99	-1.84	12/12/2018
7IM Cautious S Inc	0.23	-0.22	-0.17	-0.98	-1.84	12/12/2018
7IM Dyn Planner Pfl 4 C Acc	0.56	0.66	0.34	-0.83	-1.23	12/12/2018
7IM Dyn Planner Pfl 4 C Inc	0.56	0.66	0.33	-0.84	-1.25	12/12/2018
7IM Dyn Planner Pfl 5 C Acc	0.73	0.34	0.12	-1.37	-2.43	12/12/2018
7IM Dyn Planner Pfl 5 C Inc	0.73	0.33	0.11	-1.38	-2.47	12/12/2018
7IM Dyn Planner Pfl 6 C Acc	0.94	0.01	0.03	-1.81	-3.62	12/12/2018
7IM Dyn Planner Pfl 6 C Inc	0.94	0.01	0.00	-1.82	-3.65	12/12/2018
7IM Emerging Mkts Eq Val C Inc	1.43	-1.97	0.61	-0.64	-13.12	12/12/2018
7IM Emerging Mkts Eq Val Z Inc	1.44	-1.96	0.64	-0.57	-13.00	12/12/2018
7IM European (ex UK) Equ Val C Inc	1.23	-0.22	-0.83	-4.51	-5.74	12/12/2018
7IM European (ex UK) Equ Val Z Inc	1.23	-0.21	-0.81	-4.45	-5.63	12/12/2018
7IM Moderately Adventurous A Acc	0.10	-2.10	-2.70	-5.50	-8.22	12/12/2018
7IM Moderately Adventurous A Inc	0.11	-2.10	-2.69	-5.50	-8.22	12/12/2018
7IM Moderately Adventurous B Acc	0.10	-2.10	-2.68	-5.44	-8.11	12/12/2018
7IM Moderately Adventurous C Acc	0.11	-2.09	-2.66	-5.38	-8.00	12/12/2018
7IM Moderately Adventurous C Inc	0.10	-2.09	-2.66	-5.39	-8.01	12/12/2018
7IM Moderately Adventurous D Acc	0.10	-2.11	-2.70	-5.50	-8.23	12/12/2018
7IM Moderately Adventurous D Inc	0.10	-2.10	-2.70	-5.50	-8.23	12/12/2018
7IM Moderately Adventurous S Acc	0.10	-2.09	-2.63	-5.32	-7.88	12/12/2018
7IM Moderately Adventurous S Inc	0.10	-2.09	-2.65	-5.32	-7.89	12/12/2018
7IM Moderately Cautious A Acc	0.01	-0.98	-1.55	-3.11	-4.81	12/12/2018
7IM Moderately Cautious A Inc	0.01	-0.98	-1.57	-3.13	-4.83	12/12/2018
7IM Moderately Cautious B Acc	0.01	-0.97	-1.61	-3.12	-4.76	12/12/2018
7IM Moderately Cautious C Acc	0.01	-0.97	-1.64	-3.12	-4.70	12/12/2018
7IM Moderately Cautious C Inc	0.01	-0.97	-1.64	-3.12	-4.70	12/12/2018
7IM Moderately Cautious D Acc	0.01	-0.98	-1.57	-3.13	-4.83	12/12/2018
7IM Moderately Cautious D Inc	0.01	-0.97	-1.52	-3.09	-4.77	12/12/2018
7IM Moderately Cautious S Acc	0.01	-0.96	-1.67	-3.10	-4.65	12/12/2018
7IM Moderately Cautious S Inc	0.01	-0.97	-1.68	-3.11	-4.65	12/12/2018
7IM Personal Injury A Acc	0.24	-0.19	-0.33	-1.09	-2.13	12/12/2018
7IM Personal Injury B Acc	0.24	-0.18	-0.29	-0.94	-1.84	12/12/2018
7IM Personal Injury B Inc	0.24	-0.18	-0.29	-0.94	-1.85	12/12/2018
7IM Personal Injury C Acc	0.25	-0.18	-0.29	-0.93	-1.83	12/12/2018
7IM Personal Injury C Inc	0.24	-0.18	-0.29	-0.94	-1.85	12/12/2018
7IM Personal Injury D Acc	0.24	-0.19	-0.34	-1.11	-2.19	12/12/2018
7IM Personal Injury D Inc	0.23	-0.20	-0.35	-1.12	-2.20	12/12/2018
7IM Personal Injury E Acc	0.24	-0.18	-0.32	-1.03	-2.03	12/12/2018
7IM Personal Injury S Acc	0.24	-0.16	-0.27	-0.89	-1.74	12/12/2018
7IM Personal Injury S Inc	0.24	-0.18	-0.27	-0.89	-1.75	12/12/2018

Fund name	Crown rating	0-12m (%)	12-24m (%)	24-36m (%)	36-48m (%)	48-60m (%)
7IM Balanced A Inc	1	-5.00	5.29	10.09	-0.12	6.48
7IM Balanced B Acc	1	-4.84	5.63	10.52	0.04	6.67
7IM Balanced C Acc	1	-4.60	5.90	10.80	0.29	6.88
7IM Balanced C Inc	1	-4.52	5.81	10.67	0.39	6.90
7IM Balanced D Acc	1	-5.07	5.37	10.23	-0.21	6.45
7IM Balanced D Inc	1	-4.99	5.29	10.10	-0.12	6.48
7IM Balanced S Acc	1	-4.35	6.16	11.08	0.52	-
7IM Balanced S Inc	1	-4.28	6.08	10.95	0.62	-
7IM Cautious C Acc	1	-1.15	2.52	6.91	-	-
7IM Cautious C Inc	1	-1.14	2.51	6.95	-	-
7IM Cautious S Acc	1	-0.96	2.72	7.12	-	-
7IM Cautious S Inc	1	-0.94	2.70	7.15	-	-
7IM Dyn Planner Pfl 4 C Acc		0.52	-	-	-	-
7IM Dyn Planner Pfl 4 C Inc		0.48	-	-	-	-
7IM Dyn Planner Pfl 5 C Acc		-0.15	-	-	-	-
7IM Dyn Planner Pfl 5 C Inc		-0.16	-	-	-	-
7IM Dyn Planner Pfl 6 C Acc		-0.85	-	-	-	-
7IM Dyn Planner Pfl 6 C Inc		-0.87	-	-	-	-
7IM Emerging Mkts Eq Val C Inc		-11.77	14.28	40.96	-	-
7IM Emerging Mkts Eq Val Z Inc		-11.57	14.48	41.52	-	-
7IM European (ex UK) Equ Val C Inc	3	-4.85	27.48	15.16	-	-
7IM European (ex UK) Equ Val Z Inc	3	-4.61	27.82	15.43	-	-
7IM Moderately Adventurous A Acc	1	-5.82	8.01	13.67	0.49	7.04
7IM Moderately Adventurous A Inc	1	-5.73	7.88	13.50	0.63	7.06
7IM Moderately Adventurous B Acc	1	-5.58	8.28	13.96	0.75	7.28
7IM Moderately Adventurous C Acc	1	-5.34	8.55	14.25	1.00	7.56
7IM Moderately Adventurous C Inc	1	-5.26	8.41	14.06	1.18	7.61
7IM Moderately Adventurous D Acc	1	-5.82	8.01	13.67	0.49	7.02
7IM Moderately Adventurous D Inc	1	-5.73	7.87	13.49	0.62	7.05
7IM Moderately Adventurous S Acc	1	-5.10	8.80	14.53	1.25	-
7IM Moderately Adventurous S Inc	1	-5.03	8.67	14.36	1.43	-
7IM Moderately Cautious A Acc	1	-4.78	3.17	6.30	0.15	5.51
7IM Moderately Cautious A Inc	1	-4.68	3.05	6.11	-1.14	5.53
7IM Moderately Cautious B Acc	1	-4.60	3.38	6.52	0.34	5.72
7IM Moderately Cautious C Acc	1	-4.42	3.59	6.73	0.54	5.93
7IM Moderately Cautious C Inc	1	-4.32	3.47	6.53	0.71	5.95
7IM Moderately Cautious D Acc	1	-4.80	3.17	6.30	0.14	5.51
7IM Moderately Cautious D Inc	1	-4.63	3.06	6.06	0.31	5.52
7IM Moderately Cautious S Acc	1	-4.23	3.79	6.95	0.74	-
7IM Moderately Cautious S Inc	1	-4.13	3.67	6.76	0.90	-
7IM Personal Injury A Acc	1	-1.67	2.28	6.81	0.02	4.71
7IM Personal Injury B Acc	1	-1.08	2.89	7.46	0.62	5.27
7IM Personal Injury B Inc	1	-1.07	2.89	7.44	0.62	5.32
7IM Personal Injury C Acc	1	-1.07	2.90	7.46	0.63	5.34
7IM Personal Injury C Inc	1	-1.07	2.89	7.43	0.62	5.37
7IM Personal Injury D Acc	1	-1.79	2.16	6.80	-0.09	4.58
7IM Personal Injury D Inc	1	-1.78	2.15	6.73	-0.09	4.61
7IM Personal Injury E Acc	1	-1.46	2.48	7.04	0.22	4.92
7IM Personal Injury S Acc	1	-0.88	3.11	7.67	0.83	-
7IM Personal Injury S Inc	1	-0.88	3.09	7.64	0.82	-

Fund name	Currency	Minimum initial investment	Minimum top up	Standard initial charge (%)	Annual management charge (%)	Total expense ratio (%)	Ongoing charge (%)
7IM Balanced A Inc	GBX	500,000	0	4.00	1.40	1.91	1.860
7IM Balanced B Acc	GBX	500,000	0	4.00	1.15	1.66	1.610
7IM Balanced C Acc	GBX	1,000	0	0.00	0.90	1.26	1.360
7IM Balanced C Inc	GBX	1,000	0	0.00	0.90	1.41	1.360
7IM Balanced D Acc	GBX	1,000	0	4.00	1.40	1.91	1.860
7IM Balanced D Inc	GBX	1,000	0	4.00	1.40	1.91	1.860
7IM Balanced S Acc	GBX	10,000,000	0	5.00	0.65	1.01	1.110
7IM Balanced S Inc	GBX	10,000,000	0	5.00	0.65	-	1.110
7IM Cautious C Acc	GBX	1,000	0	0.00	0.50	-	0.820
7IM Cautious C Inc	GBX	1,000	0	0.00	0.50	-	0.820
7IM Cautious S Acc	GBX	10,000,000	0	5.00	0.25	-	0.570
7IM Cautious S Inc	GBX	10,000,000	0	5.00	0.25	-	0.570
7IM Dyn Planner Pfl 4 C Acc	GBX	1,000	0	0.00	0.25	-	0.320
7IM Dyn Planner Pfl 4 C Inc	GBX	1,000	0	0.00	0.25	-	0.320
7IM Dyn Planner Pfl 5 C Acc	GBX	1,000	0	0.00	0.25	-	0.320
7IM Dyn Planner Pfl 5 C Inc	GBX	1,000	0	0.00	0.25	-	0.320
7IM Dyn Planner Pfl 6 C Acc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Dyn Planner Pfl 6 C Inc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Emerging Mkts Eq Val C Inc	GBX	1,000	0	0.00	0.25	-	0.400
7IM Emerging Mkts Eq Val Z Inc	GBX	30,000,000	5,000,000	5.00	0.00	-	0.150
7IM European (ex UK) Equ Val C Inc	GBX	1,000	0	0.00	0.25	-	0.350
7IM European (ex UK) Equ Val Z Inc	GBX	30,000,000	5,000,000	5.00	0.00	-	0.100
7IM Moderately Adventurous A Acc	GBX	500,000	0	4.00	1.40	2.00	1.940
7IM Moderately Adventurous A Inc	GBX	500,000	0	4.00	1.40	2.00	1.940
7IM Moderately Adventurous B Acc	GBX	500,000	0	4.00	1.15	1.75	1.690
7IM Moderately Adventurous C Acc	GBX	1,000	0	0.00	0.90	1.33	1.440
7IM Moderately Adventurous C Inc	GBX	1,000	0	0.00	0.90	1.50	1.440
7IM Moderately Adventurous D Acc	GBX	1,000	0	4.00	1.40	2.00	1.940
7IM Moderately Adventurous D Inc	GBX	1,000	0	4.00	1.40	2.00	1.940
7IM Moderately Adventurous S Acc	GBX	10,000,000	0	5.00	0.65	1.08	1.190
7IM Moderately Adventurous S Inc	GBX	10,000,000	0	5.00	0.65	-	1.190
7IM Moderately Cautious A Acc	GBX	500,000	0	4.00	1.40	1.86	1.820
7IM Moderately Cautious A Inc	GBX	500,000	0	4.00	1.40	1.86	1.820
7IM Moderately Cautious B Acc	GBX	500,000	0	4.00	1.15	1.61	1.570
7IM Moderately Cautious C Acc	GBX	1,000	0	0.00	0.90	1.26	1.320
7IM Moderately Cautious C Inc	GBX	1,000	0	0.00	0.90	1.36	1.320
7IM Moderately Cautious D Acc	GBX	1,000	0	4.00	1.40	1.88	1.820
7IM Moderately Cautious D Inc	GBX	1,000	0	4.00	1.40	1.86	1.820
7IM Moderately Cautious S Acc	GBX	10,000,000	0	5.00	0.65	1.01	1.070
7IM Moderately Cautious S Inc	GBX	10,000,000	0	5.00	0.65	-	1.070
7IM Personal Injury A Acc	GBX	500,000	0	4.00	1.25	1.51	1.440
7IM Personal Injury B Acc	GBX	500,000	0	4.00	0.50	1.01	0.690
7IM Personal Injury B Inc	GBX	500,000	0	4.00	0.50	1.01	0.690
7IM Personal Injury C Acc	GBX	1,000	0	0.00	0.50	0.76	0.690
7IM Personal Injury C Inc	GBX	1,000	0	0.00	0.50	0.76	0.690
7IM Personal Injury D Acc	GBX	1,000	0	4.00	1.40	1.66	1.590
7IM Personal Injury D Inc	GBX	1,000	0	4.00	1.40	1.66	1.590
7IM Personal Injury E Acc	GBX	500,000	0	4.00	1.00	1.27	1.190
7IM Personal Injury S Acc	GBX	10,000,000	0	5.00	0.25	-	0.440
7IM Personal Injury S Inc	GBX	10,000,000	0	5.00	0.25	-	0.440

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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

MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

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