MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Chariguard UK Equity Inc UK All Companies -1.40 0.00
Chariguard UK Equity Acc UK All Companies -1.42 0.00
LF Holly Global 1 -11.81 2.07
Chariguard Overseas Equity Acc Global 3 7.13 0.00
Chariguard Overseas Equity Inc Global 3 9.90 0.00
TM Lansd DMLO SRI Fed A Acc GBP Global 17.35 0.00
TM Lansd DMLO SRI Fed B Acc NOK Global 16.73 0.00
TM Lansd DMLO SRI Fed B Hdg Acc GBP Global 25.99 0.00
JPM Global Mining A Acc Specialist -19.48 0.00
JPM Global Mining C Acc Specialist 0.00 0.00
JPM Global Mining C Inc Specialist 0.00 0.00
JPM Global Mining B Acc Specialist -19.08 0.00
S&W Global Opportunities Flexible Investment 2 -6.81 2.00
Epworth Affirmative Equity UK All Companies 2 -3.43 3.02
VT The Beagle Inc UK All Companies 5 -9.22 1.15
LF New Floco Mixed Investment 40-85% Shares 4 -5.58 0.10
LF Windrush Mixed Investment 20-60% Shares 2 -4.99 0.23
Thesis Eldon Inc North America 1 4.05 0.00
CF Tasman Inc Mixed Investment 40%-85% Share 2 -3.13 0.83
JPM UK Focus C Inc UK All Companies 3 4.69 1.56
JPM UK Focus C Acc UK All Companies 3 4.91 1.74
S&W Hercules Growth Acc UK Equity & Bond Income 5 -7.68 1.65
JPM UK Focus A Inc UK All Companies 3 4.15 1.05
JPM UK Focus A Acc UK All Companies 3 4.14 1.07
R&M Overseas Equity Z Global 0.00 0.00
MT Total Return Global 2 -5.90 1.11
R&M Overseas Equity B Global 0.00 0.00
Schroder Japan Alpha Plus Z Hg I £ Japan 1 -5.23 0.76
Schroder Japan Alpha Plus Z Hg A £ Japan 1 -5.07 0.77
Schroder Japan Alpha Plus A Hg A £ Japan 1 -5.79 0.00
Schroder Japan Alpha Plus A Hg I £ Japan 1 -5.81 0.00
The Hendom Mixed Investment 40-85% Shares 3 -3.53 1.35
S&W Sylvan Hornbeam Mixed Investment 40-85% Shares 2 -7.07 2.98
SVS Capital Balanced Acc Mixed Investment 20-60% Shares 4 -4.98 0.79
Natixis LS U.S. Eq Ldrs Q/AG USD North America 4 5.35 0.00
Natixis LS U.S. Eq Ldrs I/A USD North America 4 5.14 0.00
JPM Gbl Equity Absolute Alpha C Inc Targeted Absolute Return 0.00 0.00
LF Davids Flexible Investment 1 -4.79 0.41
Carvetian The Shakespeare Head Flexible Investment 1 -9.35 0.77
JPM Gbl Equity Absolute Alpha A Inc Targeted Absolute Return 2.74 0.00
Natixis LS U.S. Eq Ldrs H-N/A North America 4 -4.38 0.00
S&W Endurance Global Opportunities Flexible Investment 1 31.23 1.01
The Cheviot Acc Flexible Investment -5.73 1.03
Old Mutual Voyager Alt Inv A Hg GBP Targeted Absolute Return 1 1.45 0.00
LF Lorimer Trust Unclassified -6.60 1.64
The Benton Investment Flexible Investment 2 -5.02 1.28
Old Mutual Voyager Alt Inv R Acc Targeted Absolute Return 1 2.04 0.00
S&W Quercus Mixed Investment 40-85% Shares 1 -4.63 1.75
Jupiter US Sm and MdCpCos Ret Acc North American Smaller Compani 1 16.37 0.00
Jupiter US Sm and MdCpCos Inst Acc North American Smaller Compani 1 17.26 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Chariguard UK Equity Inc 7.22 - 7.22 2.10 11.73 30/06/2016
Chariguard UK Equity Acc 7.22 - 7.22 2.13 11.73 30/06/2016
LF Holly 6.72 6.72 3.61 -6.76 -10.70 15/01/2019
Chariguard Overseas Equity Acc 5.70 - 5.70 3.32 15.33 30/06/2016
Chariguard Overseas Equity Inc 5.69 - 5.69 3.29 15.30 30/06/2016
TM Lansd DMLO SRI Fed A Acc GBP 5.21 - 5.21 7.04 10.90 31/10/2017
TM Lansd DMLO SRI Fed B Acc NOK 5.20 - 5.20 7.05 10.29 31/10/2017
TM Lansd DMLO SRI Fed B Hdg Acc GBP 4.16 - 4.16 7.06 12.87 31/10/2017
JPM Global Mining A Acc 3.94 0.91 8.02 -9.74 -24.69 09/08/2013
JPM Global Mining C Acc 3.93 0.91 8.08 -9.61 -24.47 09/08/2013
JPM Global Mining C Inc 3.93 0.92 8.09 -9.60 -24.43 09/08/2013
JPM Global Mining B Acc 3.92 0.90 8.06 -9.65 -24.52 09/08/2013
S&W Global Opportunities 3.87 - 0.75 -4.34 -8.09 10/01/2019
Epworth Affirmative Equity 3.78 - 3.22 -6.95 -5.89 10/01/2019
VT The Beagle Inc 3.64 3.64 1.43 -3.03 -12.01 15/01/2019
LF New Floco 3.56 3.56 -2.63 -0.98 -7.02 15/01/2019
LF Windrush 3.53 3.53 1.38 -0.80 -3.46 15/01/2019
Thesis Eldon Inc 3.45 3.45 -2.70 -1.69 -6.01 15/01/2019
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
JPM UK Focus C Inc 3.40 2.24 0.51 5.71 11.06 08/05/2015
JPM UK Focus C Acc 3.39 2.19 0.54 5.80 11.23 08/05/2015
S&W Hercules Growth Acc 3.37 3.37 -0.50 -3.47 -8.77 14/01/2019
JPM UK Focus A Inc 3.34 2.18 0.48 5.60 10.80 08/05/2015
JPM UK Focus A Acc 3.33 2.18 0.49 5.59 10.81 08/05/2015
R&M Overseas Equity Z 3.17 2.06 3.83 9.82 7.96 23/01/2015
MT Total Return 3.17 3.17 -0.16 -1.67 -7.71 15/01/2019
R&M Overseas Equity B 3.17 2.06 3.71 9.56 7.50 23/01/2015
Schroder Japan Alpha Plus Z Hg I £ 3.14 3.94 -6.71 -10.40 -14.47 29/01/2016
Schroder Japan Alpha Plus Z Hg A £ 3.13 3.92 -6.72 -10.37 -14.35 29/01/2016
Schroder Japan Alpha Plus A Hg A £ 3.13 3.90 -6.78 -10.56 -14.69 29/01/2016
Schroder Japan Alpha Plus A Hg I £ 3.12 3.90 -6.78 -10.57 -14.70 29/01/2016
The Hendom 3.08 3.08 1.35 -2.48 -4.05 18/01/2019
S&W Sylvan Hornbeam 2.98 2.98 2.74 -2.00 -7.75 15/01/2019
SVS Capital Balanced Acc 2.98 2.98 -0.32 -0.59 -6.75 14/01/2019
Natixis LS U.S. Eq Ldrs Q/AG USD 2.90 1.52 1.96 0.22 -3.04 18/01/2019
Natixis LS U.S. Eq Ldrs I/A USD 2.90 1.51 1.94 0.16 -3.14 18/01/2019
JPM Gbl Equity Absolute Alpha C Inc 2.90 0.00 -0.39 3.20 2.08 20/09/2013
LF Davids 2.88 2.88 1.13 -0.25 -2.99 15/01/2019
Carvetian The Shakespeare Head 2.87 - -0.36 -4.77 -7.98 10/01/2019
JPM Gbl Equity Absolute Alpha A Inc 2.87 0.00 -0.65 3.03 2.14 20/09/2013
Natixis LS U.S. Eq Ldrs H-N/A 2.85 2.09 3.85 -1.72 -5.17 18/01/2019
S&W Endurance Global Opportunities 2.84 0.00 6.74 6.44 21.50 22/05/2013
The Cheviot Acc 2.77 2.77 0.31 -1.29 -6.95 15/01/2019
Old Mutual Voyager Alt Inv A Hg GBP 2.76 2.99 3.31 3.99 3.37 14/05/2014
LF Lorimer Trust 2.75 2.75 0.31 -0.98 -7.74 14/01/2019
The Benton Investment 2.75 2.75 0.90 -0.31 -3.50 15/01/2019
Old Mutual Voyager Alt Inv R Acc 2.74 3.00 3.37 4.31 3.97 14/05/2014
S&W Quercus 2.73 2.73 0.18 -0.92 -2.54 14/01/2019
Jupiter US Sm and MdCpCos Ret Acc 2.72 -2.12 -4.75 -1.07 16.68 17/10/2018
Jupiter US Sm and MdCpCos Inst Acc 2.72 -2.11 -4.70 -0.88 17.12 17/10/2018
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Chariguard UK Equity Inc -1.40 6.01 5.65 22.84 -0.11
Chariguard UK Equity Acc -1.42 5.97 5.65 22.82 -0.12
LF Holly 1 -11.81 6.56 38.99 -19.33 -37.52
Chariguard Overseas Equity Acc 3 7.13 10.50 4.15 27.46 -5.36
Chariguard Overseas Equity Inc 3 9.90 10.14 4.22 27.44 -5.36
TM Lansd DMLO SRI Fed A Acc GBP 17.35 - - - -
TM Lansd DMLO SRI Fed B Acc NOK 16.73 - - - -
TM Lansd DMLO SRI Fed B Hdg Acc GBP 25.99 - - - -
JPM Global Mining A Acc -19.48 -18.49 - - -
JPM Global Mining C Acc - - - - -
JPM Global Mining C Inc - - - - -
JPM Global Mining B Acc -19.08 - - - -
S&W Global Opportunities 2 -6.81 13.13 21.30 -5.02 0.00
Epworth Affirmative Equity 2 -3.43 11.83 22.97 -2.49 1.15
VT The Beagle Inc 5 -9.22 20.08 29.69 3.78 -9.97
LF New Floco 4 -5.58 10.59 23.62 7.58 9.08
LF Windrush 2 -4.99 5.55 17.28 -0.02 5.31
Thesis Eldon Inc 1 4.05 14.83 18.68 9.48 17.29
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
JPM UK Focus C Inc 3 4.69 12.36 - - -
JPM UK Focus C Acc 3 4.91 12.73 24.02 -3.77 -
S&W Hercules Growth Acc 5 -7.68 14.91 24.13 -1.17 1.71
JPM UK Focus A Inc 3 4.15 11.95 23.11 -4.58 17.36
JPM UK Focus A Acc 3 4.14 11.96 23.11 -4.58 17.38
R&M Overseas Equity Z - - - - -
MT Total Return 2 -5.90 13.72 25.92 1.03 6.98
R&M Overseas Equity B - - - - -
Schroder Japan Alpha Plus Z Hg I £ 1 -5.23 11.15 - - -
Schroder Japan Alpha Plus Z Hg A £ 1 -5.07 11.17 - - -
Schroder Japan Alpha Plus A Hg A £ 1 -5.79 11.27 - - -
Schroder Japan Alpha Plus A Hg I £ 1 -5.81 10.37 - - -
The Hendom 3 -3.53 11.73 19.21 -2.55 2.49
S&W Sylvan Hornbeam 2 -7.07 10.43 20.70 0.95 1.72
SVS Capital Balanced Acc 4 -4.98 10.54 20.37 -2.06 0.08
Natixis LS U.S. Eq Ldrs Q/AG USD 4 5.35 20.76 38.22 10.21 17.33
Natixis LS U.S. Eq Ldrs I/A USD 4 5.14 20.52 38.42 9.75 16.71
JPM Gbl Equity Absolute Alpha C Inc - - - - -
LF Davids 1 -4.79 4.87 18.75 -0.79 7.06
Carvetian The Shakespeare Head 1 -9.35 6.99 16.21 -0.62 10.12
JPM Gbl Equity Absolute Alpha A Inc 2.74 3.06 - - -
Natixis LS U.S. Eq Ldrs H-N/A 4 -4.38 - - - -
S&W Endurance Global Opportunities 1 31.23 -10.32 9.85 12.61 -7.97
The Cheviot Acc -5.73 13.23 26.26 - -
Old Mutual Voyager Alt Inv A Hg GBP 1 1.45 3.08 -3.42 3.65 4.71
LF Lorimer Trust -6.60 15.01 17.48 -2.17 5.97
The Benton Investment 2 -5.02 11.83 21.45 -1.36 5.00
Old Mutual Voyager Alt Inv R Acc 1 2.04 3.08 -3.42 3.65 4.71
S&W Quercus 1 -4.63 2.90 12.81 -4.31 7.11
Jupiter US Sm and MdCpCos Ret Acc 1 16.37 2.95 27.41 3.31 -
Jupiter US Sm and MdCpCos Inst Acc 1 17.26 3.71 28.36 4.07 -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Chariguard UK Equity Inc GBP 0 0 - 0.24 0.30 -
Chariguard UK Equity Acc GBP 0 0 - 0.24 0.30 -
LF Holly GBX 100,000 5,000 7.50 1.04 1.12 1.310
Chariguard Overseas Equity Acc GBP 0 0 - 0.42 0.56 -
Chariguard Overseas Equity Inc GBP 0 0 - 0.42 0.56 -
TM Lansd DMLO SRI Fed A Acc GBP GBP 7,500,000 1,000,000 - - - -
TM Lansd DMLO SRI Fed B Acc NOK NOK 250,000,000 1,000,000 - - - -
TM Lansd DMLO SRI Fed B Hdg Acc GBP GBP 250,000,000 1,000,000 - - - -
JPM Global Mining A Acc GBX 1,000 100 3.00 1.50 1.68 -
JPM Global Mining C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 -
JPM Global Mining C Inc GBX 5,000,000 100,000 0.00 0.75 0.93 -
JPM Global Mining B Acc GBX 1,000,000 100,000 0.00 1.00 1.18 -
S&W Global Opportunities GBX 0 0 10.00 - - 0.870
Epworth Affirmative Equity GBX 1,000 0 0.00 0.35 0.72 -
VT The Beagle Inc GBX 100,000 0 7.50 0.50 0.94 0.940
LF New Floco GBX 100,000 10,000 10.00 0.40 1.21 1.360
LF Windrush GBX 1,000,000 100,000 7.50 1.29 1.60 1.540
Thesis Eldon Inc USX 200,000 0 7.00 1.50 0.00 1.610
CF Tasman Inc GBX 100,000 10,000 10.00 1.00 1.48 1.600
JPM UK Focus C Inc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
JPM UK Focus C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
S&W Hercules Growth Acc GBX 0 0 5.00 0.50 - 0.930
JPM UK Focus A Inc GBX 1,000 100 3.00 1.50 1.68 1.680
JPM UK Focus A Acc GBX 1,000 100 3.00 1.50 1.68 1.680
R&M Overseas Equity Z GBX 5,000,000 50,000 5.25 0.00 - 0.070
MT Total Return GBX 1,000,000 0 0.00 0.62 0.65 -
R&M Overseas Equity B GBX 2,500,000 25,000 5.25 0.75 - 0.820
Schroder Japan Alpha Plus Z Hg I £ GBX 1,000,000 100,000 0.00 0.75 - 0.960
Schroder Japan Alpha Plus Z Hg A £ GBX 1,000,000 100,000 0.00 0.75 - 0.960
Schroder Japan Alpha Plus A Hg A £ GBX 1,000 500 0.00 1.50 - 1.710
Schroder Japan Alpha Plus A Hg I £ GBX 1,000 500 0.00 1.50 - 1.710
The Hendom GBX 100,000 0 7.50 0.10 - 1.830
S&W Sylvan Hornbeam GBX 0 0 5.00 - 0.69 0.630
SVS Capital Balanced Acc GBX 100,000 0 0.10 1.25 1.57 1.730
Natixis LS U.S. Eq Ldrs Q/AG USD USX 15,000,000 0 1.00 - 0.25 -
Natixis LS U.S. Eq Ldrs I/A USD USX 10,000,000 0 1.00 - 0.80 -
JPM Gbl Equity Absolute Alpha C Inc GBX 5,000,000 100,000 0.00 0.65 0.83 0.830
LF Davids GBX 0 0 10.00 1.02 1.35 1.380
Carvetian The Shakespeare Head GBX 1,000,000 100,000 5.00 2.00 - 1.210
JPM Gbl Equity Absolute Alpha A Inc GBX 1,000 100 3.00 1.25 1.43 1.430
Natixis LS U.S. Eq Ldrs H-N/A GBX 50,000 0 1.00 - 1.00 -
S&W Endurance Global Opportunities GBX 10,000 1,000 5.00 1.00 1.11 -
The Cheviot Acc GBX 0 0 7.00 - - 1.590
Old Mutual Voyager Alt Inv A Hg GBP GBX 1,000 500 5.00 1.50 3.16 2.927
LF Lorimer Trust GBX 5,000,000 100,000 8.00 0.19 1.19 1.090
The Benton Investment GBX 100,000 10,000 7.50 1.00 - 1.130
Old Mutual Voyager Alt Inv R Acc GBX 0 0 - - - 1.930
S&W Quercus GBX 1,000,000 100,000 5.00 0.15 - 1.330
Jupiter US Sm and MdCpCos Ret Acc GBX 500 50 0.00 1.50 - 1.800
Jupiter US Sm and MdCpCos Inst Acc GBX 5,000,000 50,000 0.00 0.75 - 1.050
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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