MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
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
Financial Express