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
TM Fulcrum Dvfd Absl Ret C Acc AUD Targeted Absolute Return 2 -2.08 0.00
MI Somerset EmgMktsDivGth C A AUD Global Emerging Markets 2 -7.57 3.10
MI Somerset EmgMktsDivGth B A AUD Global Emerging Markets 2 -8.62 3.00
TM Bryth Inc Flexible Investment 1 3.00 1.05
M&G Episode Defensive C H Acc CHF Specialist 1 -5.10 0.00
M&G Optimal Income CH Inc CHF Sterling Strategic Bond 1 -2.61 3.35
M&G Episode Defensive A H Acc CHF Specialist 1 -5.75 0.00
Threadneedle EurpHdBd ZGA H CHF Global Bonds 3 -0.57 3.80
M&G Global gvt bnd A Acc CHF Global Bonds 5 3.67 2.55
Cogeflex Gbl CHF Global 5 -18.92 0.00
M&G Prudent Allocation A H Acc CHF Unclassified -3.68 0.08
M&G Optimal Income JH Acc CHF Sterling Strategic Bond 1 0.00 2.58
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 Income Allocation AH Acc CHF Unclassified -1.52 1.64
M&G Income Allocation CH Acc CHF Unclassified -0.85 2.31
Threadneedle PanEuFo ZNA CHF Europe Including UK 1 3.65 1.40
M&G Global gvt bnd C Acc CHF Global Bonds 5 4.38 3.05
M&G Optimal Income AH Gr Acc CHF Sterling Strategic Bond 1 -3.13 1.93
Threadneedle Tgt Rtn RGA Hg Gr ICHF Targeted Absolute Return 1 3.31 0.00
Threadneedle EurpHdBd ZGI H CHF Global Bonds 3 -0.38 3.80
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF Global Bonds 3 -6.86 0.78
M&G Ep Inftn LkCrp Bd AH Acc CHF Global Bonds 3 -7.33 0.27
Threadneedle Gbl Eq Inc ZNA H CHF Global Equity Income 1 -8.58 0.00
Threadneedle EurpHdBd IGA H CHF Global Bonds 3 -0.63 3.70
Threadneedle UK Sm Cos ZH GACHF UK Smaller Companies 2 0.00 0.80
Threadneedle Gbl Eq Inc RNA H CHF Global Equity Income 1 -9.24 0.00
FP WHEB Sustainability C ACHF Global 2 4.37 0.00
M&G Optimal Income CH Gr Acc CHF Sterling Strategic Bond 1 -2.62 2.43
M&G Optimal Income AH Inc CHF Sterling Strategic Bond 1 -3.11 3.35
Threadneedle PanEuSmCm ZNA H CHF European Smaller Companies 3 3.82 0.80
Threadneedle PanEuSmCm RNA H CHF European Smaller Companies 3 2.99 0.10
Threadneedle Amercn Sel ZNA H CHF North America 3 -0.44 0.30
Threadneedle USEqtInc ZNI H CHF North America 3 -2.23 2.70
Threadneedle USEqtInc ZNA H CHF North America 3 -2.15 2.70
Artemis US Extd Al R H A CHF SN North America 4 -0.21 0.00
Artemis US Extd Al R A CHF North America 4 12.06 0.00
Artemis US Sel R H A CHF North America 3 1.35 0.00
Artemis US Extd Al I H A CHF North America 4 0.47 0.00
Artemis US Sel I H A CHF North America 3 1.81 0.00
IFSL TlyBtnGIn&GrP Hedged A CHF Flexible Investment -4.44 1.70
IFSL TlyBtnvGlGrPf Hedged A CHF Mixed Investment 40-85% Shares -5.06 0.00
Artemis US Extd Al R H A CHF North America 4 -0.21 0.00
IFSL TlyBtnvGlInPf Hedged A CHF Mixed Investment 0-35% Shares 0.08 0.00
IFSL TlyBtnGlAgGP Hedged A CHF Mixed Investment 40-85% Shares 0.08 0.00
Artemis US Extd Al R A CHF SN North America 4 12.06 0.00
Artemis US Extd Al I H A CHF SN North America 4 0.47 0.00
IFSL TlyBtnvGlDPf Hedged A CHF Mixed Investment 0-35% Shares 0.08 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
TM Fulcrum Dvfd Absl Ret C Acc AUD -0.11 0.59 -0.41 -1.03 -2.51 18/02/2019
MI Somerset EmgMktsDivGth C A AUD -0.35 -0.66 2.70 4.52 -0.18 18/02/2019
MI Somerset EmgMktsDivGth B A AUD -0.36 -0.68 2.61 4.21 -0.75 18/02/2019
TM Bryth Inc 0.27 1.96 4.39 1.86 -5.49 18/02/2019
M&G Episode Defensive C H Acc CHF 0.10 0.36 1.03 -1.45 -4.71 11/01/2018
M&G Optimal Income CH Inc CHF -0.11 -0.24 -0.01 0.41 -2.94 18/02/2019
M&G Episode Defensive A H Acc CHF 0.10 0.35 0.97 -1.63 -5.03 11/01/2018
Threadneedle EurpHdBd ZGA H CHF -0.16 -1.69 -2.49 2.73 4.82 05/10/2018
M&G Global gvt bnd A Acc CHF -0.42 -0.41 0.60 1.78 0.79 18/02/2019
Cogeflex Gbl CHF 0.81 - 3.85 9.43 -4.18 01/04/2016
M&G Prudent Allocation A H Acc CHF -0.10 -0.65 -1.69 1.27 -0.90 15/03/2018
M&G Optimal Income JH Acc CHF -0.11 -0.24 -0.01 0.44 -2.89 18/02/2019
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 Income Allocation AH Acc CHF -0.02 0.16 -0.07 0.21 1.04 15/03/2018
M&G Income Allocation CH Acc CHF -0.02 0.17 -0.02 0.38 1.38 15/03/2018
Threadneedle PanEuFo ZNA CHF 0.24 1.31 4.94 4.63 -2.93 18/02/2019
M&G Global gvt bnd C Acc CHF -0.41 -0.40 0.64 1.95 1.15 18/02/2019
M&G Optimal Income AH Gr Acc CHF -0.11 -0.25 -0.06 0.27 -3.21 18/02/2019
Threadneedle Tgt Rtn RGA Hg Gr ICHF 0.36 0.80 0.90 2.18 2.16 28/02/2017
Threadneedle EurpHdBd ZGI H CHF -0.16 -1.69 -2.48 2.75 4.83 05/10/2018
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF -0.00 -0.65 -1.57 0.41 -2.33 15/03/2018
M&G Ep Inftn LkCrp Bd AH Acc CHF -0.00 -0.66 -1.60 0.29 -2.57 15/03/2018
Threadneedle Gbl Eq Inc ZNA H CHF 0.75 1.37 2.60 0.29 -6.12 18/02/2019
Threadneedle EurpHdBd IGA H CHF -0.16 -1.69 -2.49 2.73 4.79 05/10/2018
Threadneedle UK Sm Cos ZH GACHF -0.14 0.50 0.83 -5.41 -18.30 18/02/2019
Threadneedle Gbl Eq Inc RNA H CHF 0.75 1.35 2.52 0.11 -6.46 18/02/2019
FP WHEB Sustainability C ACHF 0.76 3.53 5.76 2.05 -5.50 18/02/2019
M&G Optimal Income CH Gr Acc CHF -0.11 -0.24 -0.02 0.40 -2.96 18/02/2019
M&G Optimal Income AH Inc CHF -0.12 -0.25 -0.06 0.26 -3.19 18/02/2019
Threadneedle PanEuSmCm ZNA H CHF -2.14 -3.94 -5.74 -1.68 7.66 05/10/2018
Threadneedle PanEuSmCm RNA H CHF -2.14 -3.96 -5.81 -1.88 7.24 05/10/2018
Threadneedle Amercn Sel ZNA H CHF 0.63 2.06 4.59 3.57 -4.99 18/02/2019
Threadneedle USEqtInc ZNI H CHF 0.86 1.57 4.19 -0.90 -7.28 18/02/2019
Threadneedle USEqtInc ZNA H CHF 0.87 1.56 4.19 -0.90 -7.27 18/02/2019
Artemis US Extd Al R H A CHF SN 0.66 1.79 4.54 1.34 -5.70 18/02/2019
Artemis US Extd Al R A CHF 0.34 1.86 5.82 1.85 -3.33 18/02/2019
Artemis US Sel R H A CHF 0.78 2.18 6.48 1.90 -6.09 18/02/2019
Artemis US Extd Al I H A CHF 0.68 1.85 4.61 1.51 -5.41 18/02/2019
Artemis US Sel I H A CHF 0.79 2.20 6.55 2.07 -5.80 18/02/2019
IFSL TlyBtnGIn&GrP Hedged A CHF -0.03 0.43 1.23 0.08 -4.44 18/02/2019
IFSL TlyBtnvGlGrPf Hedged A CHF -0.14 0.69 1.44 0.13 -5.69 18/02/2019
Artemis US Extd Al R H A CHF 0.66 1.79 4.54 1.34 -5.70 18/02/2019
IFSL TlyBtnvGlInPf Hedged A CHF -0.33 -0.47 -1.01 -0.84 -2.32 18/02/2019
IFSL TlyBtnGlAgGP Hedged A CHF -0.33 -0.47 -1.01 -0.84 -2.32 18/02/2019
Artemis US Extd Al R A CHF SN 0.34 1.86 5.82 1.85 -3.33 18/02/2019
Artemis US Extd Al I H A CHF SN 0.68 1.85 4.61 1.51 -5.41 18/02/2019
IFSL TlyBtnvGlDPf Hedged A CHF -0.33 -0.47 -1.01 -0.84 -2.32 18/02/2019
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
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -2.08 -4.24 30.38 -4.39 1.76
MI Somerset EmgMktsDivGth C A AUD 2 -7.57 12.97 37.88 -10.49 20.16
MI Somerset EmgMktsDivGth B A AUD 2 -8.62 11.67 36.21 - -
TM Bryth Inc 1 3.00 -2.33 39.42 -11.70 4.84
M&G Episode Defensive C H Acc CHF 1 -5.10 20.30 3.37 -2.42 -0.13
M&G Optimal Income CH Inc CHF 1 -2.61 -0.60 27.30 -3.62 -
M&G Episode Defensive A H Acc CHF 1 -5.75 19.48 2.73 -3.03 -0.73
Threadneedle EurpHdBd ZGA H CHF 3 -0.57 3.07 26.60 - -
M&G Global gvt bnd A Acc CHF 5 3.67 -2.84 23.06 5.19 -
Cogeflex Gbl CHF 5 -18.92 1.19 10.84 8.95 -9.77
M&G Prudent Allocation A H Acc CHF -3.68 - - - -
M&G Optimal Income JH Acc CHF 1 - - - - -
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 Income Allocation AH Acc CHF -1.52 26.52 -4.69 17.91 -
M&G Income Allocation CH Acc CHF -0.85 27.46 -3.99 18.37 -
Threadneedle PanEuFo ZNA CHF 1 3.65 13.86 - - -
M&G Global gvt bnd C Acc CHF 5 4.38 -2.36 23.65 5.71 -
M&G Optimal Income AH Gr Acc CHF 1 -3.13 -1.06 26.54 -4.17 6.02
Threadneedle Tgt Rtn RGA Hg Gr ICHF 1 3.31 0.18 0.46 -4.54 -
Threadneedle EurpHdBd ZGI H CHF 3 -0.38 3.15 26.59 - -
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF 3 -6.86 17.98 2.11 -3.35 -7.88
M&G Ep Inftn LkCrp Bd AH Acc CHF 3 -7.33 17.40 1.58 -3.76 -8.23
Threadneedle Gbl Eq Inc ZNA H CHF 1 -8.58 7.35 28.77 - -
Threadneedle EurpHdBd IGA H CHF 3 -0.63 3.00 26.50 4.80 0.48
Threadneedle UK Sm Cos ZH GACHF 2 - - - - -
Threadneedle Gbl Eq Inc RNA H CHF 1 -9.24 6.57 27.82 - -
FP WHEB Sustainability C ACHF 2 4.37 - - - -
M&G Optimal Income CH Gr Acc CHF 1 -2.62 -0.59 27.11 -3.64 6.52
M&G Optimal Income AH Inc CHF 1 -3.11 -1.12 26.57 -4.10 -
Threadneedle PanEuSmCm ZNA H CHF 3 3.82 15.71 22.27 - -
Threadneedle PanEuSmCm RNA H CHF 3 2.99 14.77 21.34 - -
Threadneedle Amercn Sel ZNA H CHF 3 -0.44 12.65 44.10 -8.15 -
Threadneedle USEqtInc ZNI H CHF 3 -2.23 4.97 - - -
Threadneedle USEqtInc ZNA H CHF 3 -2.15 - - - -
Artemis US Extd Al R H A CHF SN 4 -0.21 12.67 - - -
Artemis US Extd Al R A CHF 4 12.06 6.53 - - -
Artemis US Sel R H A CHF 3 1.35 15.94 - - -
Artemis US Extd Al I H A CHF 4 0.47 13.27 - - -
Artemis US Sel I H A CHF 3 1.81 16.74 - - -
IFSL TlyBtnGIn&GrP Hedged A CHF -4.44 -0.08 - - -
IFSL TlyBtnvGlGrPf Hedged A CHF -5.06 2.27 - - -
Artemis US Extd Al R H A CHF 4 -0.21 12.67 - - -
IFSL TlyBtnvGlInPf Hedged A CHF 0.08 -4.20 - - -
IFSL TlyBtnGlAgGP Hedged A CHF 0.08 -4.20 - - -
Artemis US Extd Al R A CHF SN 4 12.06 6.53 - - -
Artemis US Extd Al I H A CHF SN 4 0.47 13.27 - - -
IFSL TlyBtnvGlDPf Hedged A CHF 0.08 -4.20 - - -
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
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000,000 10,000 5.00 0.75 0.85 1.070
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 Bryth Inc CAD 100,000 100,000 6.00 1.25 0.00 1.370
M&G Episode Defensive C H Acc CHF CHF 500,000 50,000 1.25 0.50 0.74 0.740
M&G Optimal Income CH Inc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
M&G Episode Defensive A H Acc CHF CHF 1,000 75 4.00 1.20 1.44 1.440
Threadneedle EurpHdBd ZGA H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
M&G Global gvt bnd A Acc CHF CHF 1,000 75 4.00 0.85 1.05 1.050
Cogeflex Gbl CHF CHF 0 0 - - - -
M&G Prudent Allocation A H Acc CHF CHF 1,000 75 4.00 1.40 1.64 1.640
M&G Optimal Income JH Acc CHF CHF 200,000,000 500,000 1.25 0.75 0.78 0.780
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 Income Allocation AH Acc CHF CHF 1,000 75 4.00 1.50 1.72 1.720
M&G Income Allocation CH Acc CHF CHF 500,000 50,000 1.25 0.65 0.86 0.860
Threadneedle PanEuFo ZNA CHF CHF 1,500,000 75,000 3.00 0.75 - 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 Optimal Income AH Gr Acc CHF CHF 1,000 75 4.00 1.25 1.43 1.430
Threadneedle Tgt Rtn RGA Hg Gr ICHF CHF 4,000 0 3.00 1.25 - 1.530
Threadneedle EurpHdBd ZGI H CHF CHF 1,500,000 75,000 5.00 0.60 - 0.730
M&G Ep Inftn LkCrp Bd CH Gr Acc CHF CHF 500,000 50,000 1.25 0.50 0.70 0.700
M&G Ep Inftn LkCrp Bd AH Acc CHF CHF 1,000 75 3.25 1.00 1.20 1.200
Threadneedle Gbl Eq Inc ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
Threadneedle EurpHdBd IGA H CHF CHF 1,200,000 10,000 0.00 0.75 - 0.810
Threadneedle UK Sm Cos ZH GACHF CHF 1,500,000 75,000 3.00 0.75 - 0.890
Threadneedle Gbl Eq Inc RNA H CHF CHF 1,500,000 2,000 3.75 1.50 - 1.630
FP WHEB Sustainability C ACHF CHF 3,000 500 0.00 0.85 1.08 1.080
M&G Optimal Income CH Gr Acc CHF CHF 500,000 50,000 1.25 0.75 0.93 0.930
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
Threadneedle PanEuSmCm RNA H CHF CHF 3,000 750 3.75 1.50 - 1.670
Threadneedle Amercn Sel ZNA H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.820
Threadneedle USEqtInc ZNI H CHF CHF 1,500,000 75,000 3.00 0.75 - 0.870
Threadneedle USEqtInc ZNA H CHF CHF 0 25,000 3.00 0.75 - 0.860
Artemis US Extd Al R H A CHF SN CHX 0 0 - - - -
Artemis US Extd Al R A CHF CHX 25,000 500 0.00 1.50 - 1.600
Artemis US Sel R H A CHF CHX 25,000 500 0.00 1.50 - 1.620
Artemis US Extd Al I H A CHF CHX 250,000 500 0.00 0.75 - 0.850
Artemis US Sel I H A CHF CHX 250,000 500 0.00 0.75 - 0.870
IFSL TlyBtnGIn&GrP Hedged A CHF CHX 1,000 0 0.00 1.50 - -
IFSL TlyBtnvGlGrPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Extd Al R H A CHF CHX 25,000 500 0.00 1.50 - 1.600
IFSL TlyBtnvGlInPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
IFSL TlyBtnGlAgGP Hedged A CHF CHX 1,000 0 0.00 1.50 - -
Artemis US Extd Al R A CHF SN CHX 0 0 - - - -
Artemis US Extd Al I H A CHF SN CHX 0 0 - - - -
IFSL TlyBtnvGlDPf Hedged A CHF CHX 1,000 0 0.00 1.50 - -
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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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