MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Oceanic Australian Natural Res AUD Specialist 1 -50.78 0.50
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 3 -11.06 3.30
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 3 -12.07 3.20
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 -1.24 0.00
Thesis Bryth Inc Flexible Investment 1 -2.66 1.05
M&G Prudent Allocation A H Acc CHF Unclassified -3.68 0.08
Cogeflex Gbl CHF Global 5 -18.92 0.00
Threadneedle EurpHdBd ZGA H CHF Global Bonds 3 -0.57 3.80
Threadneedle Amercn Sel ZNA H CHF North America 2 0.93 0.30
M&G Episode Defensive C H Acc CHF Specialist 1 -5.10 0.00
M&G Episode Defensive A H Acc CHF Specialist 1 -5.75 0.00
M&G Income Allocation CH Acc CHF Unclassified -0.85 2.31
M&G Optimal Income JH Acc CHF Sterling Strategic Bond 2 0.00 2.83
Threadneedle UKAbsAlp ZNA H CHF Targeted Absolute Return 2 -1.65 0.00
FP WHEB Sustainability C ACHF Global 1 0.00 0.00
Threadneedle USEqtInc ZNA H CHF North America 2 1.94 2.50
Threadneedle USEqtInc ZNI H CHF North America 2 1.87 2.60
M&G Prudent Allocation C H Acc CHF Unclassified -2.94 0.53
M&G DyAll A H Acc CHF Flexible Investment 5 -2.19 0.00
M&G DyAll C H Acc CHF Flexible Investment 5 -1.23 0.44
M&G Global gvt bnd C Acc CHF Global Bonds 5 1.65 3.24
M&G Global gvt bnd A Acc CHF Global Bonds 5 0.98 2.74
M&G Income Allocation AH Acc CHF Unclassified -1.52 1.64
M&G Optimal Income AH Inc CHF Sterling Strategic Bond 2 -0.30 3.59
Threadneedle PanEuSmCm ZNA H CHF European Smaller Companies 3 3.82 0.80
M&G Ep Inftn LkCrp Bd AH Acc CHF Global Bonds 3 -7.33 0.27
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF Global Bonds 3 -6.86 0.78
Threadneedle EurpHdBd IGA H CHF Global Bonds 3 -0.63 3.70
M&G Optimal Income AH Gr Acc CHF Sterling Strategic Bond 2 -0.30 2.20
Threadneedle Gbl Eq Inc ZNA H CHF Global Equity Income 1 -7.29 0.00
M&G Optimal Income CH Inc CHF Sterling Strategic Bond 2 0.21 3.58
Threadneedle PanEuSmCm RNA H CHF European Smaller Companies 3 2.99 0.10
Threadneedle UK Sm Cos ZH GACHF UK Smaller Companies 3 0.00 0.80
M&G Optimal Income CH Gr Acc CHF Sterling Strategic Bond 2 0.20 2.68
Threadneedle EurpHdBd ZGI H CHF Global Bonds 3 -0.38 3.80
Threadneedle Gbl Eq Inc RNA H CHF Global Equity Income 1 -7.96 0.00
Threadneedle Tgt Rtn RGA Hg Gr ICHF Targeted Absolute Return 1 3.31 0.00
Threadneedle PanEuFo ZNA CHF Europe Including UK 2 -1.88 1.40
IFSL TlyBtnGlAgGP Hedged A CHF Mixed Investment 40-85% Shares 5.27 0.00
Artemis US Sel I H A CHF North America 4 6.27 0.00
Artemis US Abs Rtn I H A CHF Targeted Absolute Return 5 5.74 0.00
TM Fulcrum Diversified Growth A CHF Flexible Investment 1 -0.57 0.00
IFSL TlyBtnvGlGrPf Hedged A CHF Mixed Investment 40-85% Shares -2.97 0.04
Artemis US Sel R H A CHF SN North America 4 5.73 0.00
IFSL TlyBtnGIn&GrP Hedged A CHF Flexible Investment -2.51 0.95
IFSL TlyBtnvGlInPf Hedged A CHF Mixed Investment 0-35% Shares 5.27 0.00
Artemis US Sel I H A CHF SN North America 4 6.27 0.00
Artemis US Abs Rtn R H A CHF SN Targeted Absolute Return 5 5.02 0.00
IFSL TlyBtnvGlDPf Hedged A CHF Mixed Investment 0-35% Shares 5.27 0.00
Artemis US Sel R H A CHF North America 4 5.73 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Oceanic Australian Natural Res AUD 0.34 2.72 -7.38 -22.42 -46.84 17/02/2015
MI Somerset EmgMktsDivGth C A AUD 0.01 -1.68 1.21 -1.17 -8.63 12/12/2018
MI Somerset EmgMktsDivGth B A AUD 0.01 -1.70 1.10 -1.45 -9.17 12/12/2018
TM Fulcrum Dvfd Absl Ret C Acc AUD -0.87 -0.98 0.74 0.85 -3.25 12/12/2018
Thesis Bryth Inc -0.13 -1.97 -2.72 -7.11 -7.91 12/12/2018
M&G Prudent Allocation A H Acc CHF -0.10 -0.65 -1.69 1.27 -0.90 15/03/2018
Cogeflex Gbl CHF 0.81 - 3.85 9.43 -4.18 01/04/2016
Threadneedle EurpHdBd ZGA H CHF -0.16 -1.69 -2.49 2.73 4.82 05/10/2018
Threadneedle Amercn Sel ZNA H CHF -0.97 -1.08 -1.44 -9.24 -3.56 12/12/2018
M&G Episode Defensive C H Acc CHF 0.10 0.36 1.03 -1.45 -4.71 11/01/2018
M&G Episode Defensive A H Acc CHF 0.10 0.35 0.97 -1.63 -5.03 11/01/2018
M&G Income Allocation CH Acc CHF -0.02 0.17 -0.02 0.38 1.38 15/03/2018
M&G Optimal Income JH Acc CHF -1.05 0.91 1.35 -1.99 1.37 12/12/2018
Threadneedle UKAbsAlp ZNA H CHF -0.61 1.11 1.80 -3.33 -1.97 12/12/2018
FP WHEB Sustainability C ACHF -0.13 -3.76 -3.43 -9.43 -8.21 12/12/2018
Threadneedle USEqtInc ZNA H CHF -1.20 -0.69 -0.37 -7.13 -0.70 12/12/2018
Threadneedle USEqtInc ZNI H CHF -1.21 -0.69 -0.36 -7.12 -0.73 12/12/2018
M&G Prudent Allocation C H Acc CHF -0.10 -0.63 -1.62 1.47 -0.49 15/03/2018
M&G DyAll A H Acc CHF -0.18 -0.24 -1.39 1.12 -0.43 15/03/2018
M&G DyAll C H Acc CHF -0.18 -0.22 -1.32 1.36 0.04 15/03/2018
M&G Global gvt bnd C Acc CHF -0.45 0.71 2.45 3.20 3.58 12/12/2018
M&G Global gvt bnd A Acc CHF -0.45 0.69 2.39 3.01 3.19 12/12/2018
M&G Income Allocation AH Acc CHF -0.02 0.16 -0.07 0.21 1.04 15/03/2018
M&G Optimal Income AH Inc CHF -1.05 0.89 1.30 -2.14 1.02 12/12/2018
Threadneedle PanEuSmCm ZNA H CHF -2.14 -3.94 -5.74 -1.68 7.66 05/10/2018
M&G Ep Inftn LkCrp Bd AH Acc CHF -0.00 -0.66 -1.60 0.29 -2.57 15/03/2018
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF -0.00 -0.65 -1.57 0.41 -2.33 15/03/2018
Threadneedle EurpHdBd IGA H CHF -0.16 -1.69 -2.49 2.73 4.79 05/10/2018
M&G Optimal Income AH Gr Acc CHF -1.05 0.89 1.30 -2.15 1.03 12/12/2018
Threadneedle Gbl Eq Inc ZNA H CHF -1.04 -1.38 -1.40 -6.92 -6.45 12/12/2018
M&G Optimal Income CH Inc CHF -1.04 0.90 1.34 -2.03 1.28 12/12/2018
Threadneedle PanEuSmCm RNA H CHF -2.14 -3.96 -5.81 -1.88 7.24 05/10/2018
Threadneedle UK Sm Cos ZH GACHF -0.70 -0.10 -4.56 -16.04 -15.92 12/12/2018
M&G Optimal Income CH Gr Acc CHF -1.05 0.90 1.34 -2.03 1.28 12/12/2018
Threadneedle EurpHdBd ZGI H CHF -0.16 -1.69 -2.48 2.75 4.83 05/10/2018
Threadneedle Gbl Eq Inc RNA H CHF -1.05 -1.39 -1.46 -7.09 -6.79 12/12/2018
Threadneedle Tgt Rtn RGA Hg Gr ICHF 0.36 0.80 0.90 2.18 2.16 28/02/2017
Threadneedle PanEuFo ZNA CHF 0.68 0.01 0.60 -7.37 -5.88 12/12/2018
IFSL TlyBtnGlAgGP Hedged A CHF -1.09 1.23 3.36 0.67 4.67 12/12/2018
Artemis US Sel I H A CHF -0.96 0.15 -0.13 -8.84 -2.72 12/12/2018
Artemis US Abs Rtn I H A CHF -0.95 1.53 3.79 1.02 6.11 12/12/2018
TM Fulcrum Diversified Growth A CHF -1.02 -0.08 0.96 -4.36 -1.40 12/12/2018
IFSL TlyBtnvGlGrPf Hedged A CHF -0.99 -1.43 0.16 -5.90 -3.87 12/12/2018
Artemis US Sel R H A CHF SN -0.95 0.14 -0.17 -8.97 -3.02 12/12/2018
IFSL TlyBtnGIn&GrP Hedged A CHF -1.20 -0.89 0.71 -4.29 -2.13 12/12/2018
IFSL TlyBtnvGlInPf Hedged A CHF -1.09 1.23 3.36 0.67 4.67 12/12/2018
Artemis US Sel I H A CHF SN -0.96 0.15 -0.13 -8.84 -2.72 12/12/2018
Artemis US Abs Rtn R H A CHF SN -0.91 1.57 3.77 0.87 5.75 12/12/2018
IFSL TlyBtnvGlDPf Hedged A CHF -1.09 1.23 3.36 0.67 4.67 12/12/2018
Artemis US Sel R H A CHF -0.95 0.14 -0.17 -8.97 -3.02 12/12/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Oceanic Australian Natural Res AUD 1 -50.78 -33.09 -17.63 -25.09 55.66
MI Somerset EmgMktsDivGth C A AUD 3 -11.06 22.71 33.82 -9.24 9.51
MI Somerset EmgMktsDivGth B A AUD 3 -12.07 21.29 32.16 - -
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -1.24 -0.38 27.75 -6.68 1.58
Thesis Bryth Inc 1 -2.66 4.77 33.57 -12.32 5.01
M&G Prudent Allocation A H Acc CHF -3.68 - - - -
Cogeflex Gbl CHF 5 -18.92 1.19 10.84 8.95 -9.77
Threadneedle EurpHdBd ZGA H CHF 3 -0.57 3.07 26.60 - -
Threadneedle Amercn Sel ZNA H CHF 2 0.93 16.44 27.18 3.86 -
M&G Episode Defensive C H Acc CHF 1 -5.10 20.30 3.37 -2.42 -0.13
M&G Episode Defensive A H Acc CHF 1 -5.75 19.48 2.73 -3.03 -0.73
M&G Income Allocation CH Acc CHF -0.85 27.46 -3.99 18.37 -
M&G Optimal Income JH Acc CHF 2 - - - - -
Threadneedle UKAbsAlp ZNA H CHF 2 -1.65 0.42 10.13 - -
FP WHEB Sustainability C ACHF 1 - - - - -
Threadneedle USEqtInc ZNA H CHF 2 1.94 - - - -
Threadneedle USEqtInc ZNI H CHF 2 1.87 9.04 - - -
M&G Prudent Allocation C H Acc CHF -2.94 - - - -
M&G DyAll A H Acc CHF 5 -2.19 29.02 - - -
M&G DyAll C H Acc CHF 5 -1.23 30.00 - - -
M&G Global gvt bnd C Acc CHF 5 1.65 4.46 29.06 -1.04 -
M&G Global gvt bnd A Acc CHF 5 0.98 3.95 28.42 -1.51 -
M&G Income Allocation AH Acc CHF -1.52 26.52 -4.69 17.91 -
M&G Optimal Income AH Inc CHF 2 -0.30 1.85 22.37 - -
Threadneedle PanEuSmCm ZNA H CHF 3 3.82 15.71 22.27 - -
M&G Ep Inftn LkCrp Bd AH Acc CHF 3 -7.33 17.40 1.58 -3.76 -8.23
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF 3 -6.86 17.98 2.11 -3.35 -7.88
Threadneedle EurpHdBd IGA H CHF 3 -0.63 3.00 26.50 4.80 0.48
M&G Optimal Income AH Gr Acc CHF 2 -0.30 1.89 22.33 -0.92 0.90
Threadneedle Gbl Eq Inc ZNA H CHF 1 -7.29 11.44 22.10 - -
M&G Optimal Income CH Inc CHF 2 0.21 2.37 23.07 - -
Threadneedle PanEuSmCm RNA H CHF 3 2.99 14.77 21.34 - -
Threadneedle UK Sm Cos ZH GACHF 3 - - - - -
M&G Optimal Income CH Gr Acc CHF 2 0.20 2.39 22.92 -0.43 1.41
Threadneedle EurpHdBd ZGI H CHF 3 -0.38 3.15 26.59 - -
Threadneedle Gbl Eq Inc RNA H CHF 1 -7.96 10.62 21.16 - -
Threadneedle Tgt Rtn RGA Hg Gr ICHF 1 3.31 0.18 0.46 -4.54 -
Threadneedle PanEuFo ZNA CHF 2 -1.88 21.53 - - -
IFSL TlyBtnGlAgGP Hedged A CHF 5.27 -2.65 - - -
Artemis US Sel I H A CHF 4 6.27 18.13 - - -
Artemis US Abs Rtn I H A CHF 5 5.74 0.01 - - -
TM Fulcrum Diversified Growth A CHF 1 -0.57 2.34 15.28 0.54 -1.70
IFSL TlyBtnvGlGrPf Hedged A CHF -2.97 5.50 - - -
Artemis US Sel R H A CHF SN 4 5.73 17.35 - - -
IFSL TlyBtnGIn&GrP Hedged A CHF -2.51 1.73 - - -
IFSL TlyBtnvGlInPf Hedged A CHF 5.27 -2.65 - - -
Artemis US Sel I H A CHF SN 4 6.27 18.13 - - -
Artemis US Abs Rtn R H A CHF SN 5 5.02 -0.59 - - -
IFSL TlyBtnvGlDPf Hedged A CHF 5.27 -2.65 - - -
Artemis US Sel R H A CHF 4 5.73 17.35 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Oceanic Australian Natural Res AUD AUD 100,000 20,000 4.00 1.00 - 1.760
MI Somerset EmgMktsDivGth C A AUD AUX 500,000 10,000 0.00 0.00 0.00 0.000
MI Somerset EmgMktsDivGth B A AUD AUX 1,000,000 250,000 0.00 1.00 1.12 1.120
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 10,000 5.00 0.75 0.85 1.070
Thesis Bryth Inc CAD 100,000 100,000 6.00 1.25 0.00 1.370
M&G Prudent Allocation A H Acc CHF CHF 1,000 75 4.00 1.40 1.64 1.640
Cogeflex Gbl CHF CHF 0 0 - - - -
Threadneedle EurpHdBd ZGA H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
Threadneedle Amercn Sel ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.820
M&G Episode Defensive C H Acc CHF CHF 500,000 50,000 1.25 0.50 0.74 0.740
M&G Episode Defensive A H Acc CHF CHF 1,000 75 4.00 1.20 1.44 1.440
M&G Income Allocation CH Acc CHF CHF 500,000 50,000 1.25 0.65 0.86 0.860
M&G Optimal Income JH Acc CHF CHF 200,000,000 500,000 1.25 0.75 0.78 0.780
Threadneedle UKAbsAlp ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
FP WHEB Sustainability C ACHF CHF 3,000 500 0.00 0.85 1.08 1.080
Threadneedle USEqtInc ZNA H CHF CHF 0 25,000 3.00 0.75 - 0.860
Threadneedle USEqtInc ZNI H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.870
M&G Prudent Allocation C H Acc CHF CHF 500,000 50,000 1.25 0.60 0.82 0.820
M&G DyAll A H Acc CHF CHF 1,000 75 4.00 1.75 1.93 1.930
M&G DyAll C H Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
M&G Global gvt bnd C Acc CHF CHF 500,000 50,000 1.25 0.35 0.55 0.550
M&G Global gvt bnd A Acc CHF CHF 1,000 75 4.00 0.85 1.05 1.050
M&G Income Allocation AH Acc CHF CHF 1,000 75 4.00 1.50 1.72 1.720
M&G Optimal Income AH Inc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
Threadneedle PanEuSmCm ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.880
M&G Ep Inftn LkCrp Bd AH Acc CHF CHF 1,000 75 3.25 1.00 1.20 1.200
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF CHF 500,000 50,000 1.25 0.50 0.70 0.700
Threadneedle EurpHdBd IGA H CHF CHF 1,200,000 10,000 0.00 0.75 - 0.810
M&G Optimal Income AH Gr Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
Threadneedle Gbl Eq Inc ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
M&G Optimal Income CH Inc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
Threadneedle PanEuSmCm RNA H CHF CHF 3,000 750 3.75 1.50 - 1.670
Threadneedle UK Sm Cos ZH GACHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
M&G Optimal Income CH Gr Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
Threadneedle EurpHdBd ZGI H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
Threadneedle Gbl Eq Inc RNA H CHF CHF 1,500,000 2,000 3.75 1.50 - 1.630
Threadneedle Tgt Rtn RGA Hg Gr ICHF CHF 4,000 0 3.00 1.25 - 1.530
Threadneedle PanEuFo ZNA CHF CHF 1,500,000 75,000 3.00 0.75 - 0.930
IFSL TlyBtnGlAgGP Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Sel I H A CHF CHX 250,000 500 0.00 0.75 - 0.840
Artemis US Abs Rtn I H A CHF CHX 250,000 500 0.00 0.75 - 0.860
TM Fulcrum Diversified Growth A CHF CHX 500,000 0 5.00 1.00 1.10 1.360
IFSL TlyBtnvGlGrPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Sel R H A CHF SN CHX 0 0 - - - -
IFSL TlyBtnGIn&GrP Hedged A CHF CHX 1,000 0 0.00 1.50 - -
IFSL TlyBtnvGlInPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Sel I H A CHF SN CHX 0 0 - - - -
Artemis US Abs Rtn R H A CHF SN CHX 0 0 - - - -
IFSL TlyBtnvGlDPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Sel R H A CHF CHX 25,000 500 0.00 1.50 - 1.590
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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
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