MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

1 year
3 year
5 year

Name	% Chg
Aviva Inv Asia Pac Prop I Acc GBP	116.83%
Aviva Inv Asia Pac Prop I GBP	116.81%
Baillie Gifford American C Acc	116.48%
Aviva Inv Asia Pac Prop A Acc GBP	116.11%
Aviva Inv Asia Pac Prop A GBP	115.91%
Baillie Gifford American W3 Acc	115.87%
Baillie Gifford American W3 Inc	115.82%
Baillie Gifford American B Acc	115.45%
Baillie Gifford American B Inc	115.44%
Aviva Inv Asia Pac Prop A A EUR	115.17%

Name	% Chg
Baillie Gifford American C Acc	222.74%
Baillie Gifford American W3 Inc	218.49%
Baillie Gifford American B Inc	217.94%
Baillie Gifford American B Acc	217.92%
Baillie Gifford American A Acc	208.58%
Baillie Gifford LgTrmGblGrwInv C A	160.11%
Baillie Gifford LgTrmGblGrwInv C I	160.06%
Baillie Gifford LgTrmGblGrwInv B A	155.34%
Baillie Gifford PostivChng C A	152.92%
Baillie Gifford PostivChng B I	149.24%

Name	% Chg
Baillie Gifford American C Acc	503.27%
Baillie Gifford American W3 Inc	488.55%
Baillie Gifford American B Inc	487.54%
Baillie Gifford American B Acc	487.46%
Baillie Gifford American A Acc	459.73%
Baillie Gifford Gbl Discovery C Acc	320.90%
Baillie Gifford Gbl Discovery C Inc	320.41%
Baillie Gifford Gbl Discovery B Acc	305.44%
Baillie Gifford Gbl Discovery B Inc	305.42%
AXA Framlington Gbl Tech A Acc	302.85%

Name	Rating
S&W Brixworth	5
Glenhuntley Portfolio Trust Acc	5
Liontrust SF Caut Mngd 2 Inc	5
The Notts Trust	5
S&W The Magpie A Inc	5
Liontrust SF Dfnsv Mngd 2 Inc	5
Fidelity UK Inc Opps A Acc	5
Liontrust Spl Sits A Inc	5
BNY Mellon Lg Crp Bd NX Inc	5
Man GLG Con Er Gth CH Hg Pf	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 Adventurous S Inc	Flexible Investment	2	8.69	1.00
7IM Arden A	UK Equity & Bond Income	5	-2.03	0.28
7IM Balanced A Acc	Mixed Investment 20-60% Shares	2	6.88	1.20
7IM Balanced B Acc	Mixed Investment 20-60% Shares	2	7.09	1.30
7IM Balanced C Acc	Mixed Investment 20-60% Shares	2	7.31	1.40
7IM Balanced C Inc	Mixed Investment 20-60% Shares	2	7.31	1.40
7IM Balanced D Acc	Mixed Investment 20-60% Shares	2	6.88	1.20
7IM Balanced D Inc	Mixed Investment 20-60% Shares	2	6.88	1.20
7IM Balanced S Acc	Mixed Investment 20-60% Shares	2	7.52	1.40
7IM Balanced S Inc	Mixed Investment 20-60% Shares	2	7.52	1.50
7IM Balanced X Acc	Mixed Investment 20-60% Shares	2	0.00	0.00
7IM Balanced X Inc	Mixed Investment 20-60% Shares	2	0.00	0.00
7IM Capital Strategy A	Flexible Investment	1	-3.43	0.00
7IM Cautious C Acc	Mixed Investment 0-35% Shares	3	4.25	1.40
7IM Cautious C Inc	Mixed Investment 0-35% Shares	3	4.22	1.40
7IM Cautious S Acc	Mixed Investment 0-35% Shares	3	4.47	1.40
7IM Cautious S Inc	Mixed Investment 0-35% Shares	3	4.44	1.40
7IM CTAK Capiv A Inc	Flexible Investment		-1.91	0.00
7IM Dyn Planner Pfl 4 C Acc	Volatility Managed		3.99	1.60
7IM Dyn Planner Pfl 4 C Inc	Volatility Managed		3.97	1.60
7IM Dyn Planner Pfl 5 C Acc	Volatility Managed		3.48	1.30
7IM Dyn Planner Pfl 5 C Inc	Volatility Managed		3.46	1.30
7IM Dyn Planner Pfl 6 C Acc	Volatility Managed		2.37	1.00
7IM Dyn Planner Pfl 6 C Inc	Volatility Managed		2.35	1.00
7IM Emerging Mkts Eq Val C Inc	Global Emerging Markets	1	0.34	2.90
7IM European (ex UK) Equ Val C Inc	Europe Excluding UK	3	-11.26	4.50
7IM European (ex UK) Equ Val Z Inc	Europe Excluding UK	3	-11.42	4.50
7IM Income Portfolio A Inc	Mixed Investment 0-35% Shares	1	-3.16	2.60
7IM Income Portfolio A2 I	Mixed Investment 0-35% Shares	1	-3.19	2.60
7IM Matterhorn A Inc	Flexible Investment		0.00	0.00
7IM Moderately Adventurous A Acc	Mixed Investment 40-85% Shares	2	7.37	0.60
7IM Moderately Adventurous A Inc	Mixed Investment 40-85% Shares	2	7.31	0.60
7IM Moderately Adventurous B Acc	Mixed Investment 40-85% Shares	2	7.58	0.80
7IM Moderately Adventurous C Acc	Mixed Investment 40-85% Shares	2	7.79	0.90
7IM Moderately Adventurous C Inc	Mixed Investment 40-85% Shares	2	7.74	0.90
7IM Moderately Adventurous D Acc	Mixed Investment 40-85% Shares	2	7.37	0.60
7IM Moderately Adventurous D Inc	Mixed Investment 40-85% Shares	2	7.32	0.60
7IM Moderately Adventurous S Acc	Mixed Investment 40-85% Shares	2	8.02	1.10
7IM Moderately Adventurous S Inc	Mixed Investment 40-85% Shares	2	7.97	1.10
7IM Moderately Adventurous X Acc	Mixed Investment 40-85% Shares	2	0.00	0.00
7IM Moderately Adventurous X Inc	Mixed Investment 40-85% Shares	2	0.00	0.00
7IM Moderately Cautious A Acc	Mixed Investment 0-35% Shares	1	4.85	2.00
7IM Moderately Cautious A Inc	Mixed Investment 0-35% Shares	1	4.86	2.00
7IM Moderately Cautious B Acc	Mixed Investment 0-35% Shares	1	5.03	2.00
7IM Moderately Cautious C Acc	Mixed Investment 0-35% Shares	1	5.24	2.00
7IM Moderately Cautious C Inc	Mixed Investment 0-35% Shares	1	5.27	2.00
7IM Moderately Cautious D Acc	Mixed Investment 0-35% Shares	1	4.82	2.00
7IM Moderately Cautious D Inc	Mixed Investment 0-35% Shares	1	4.89	2.00
7IM Moderately Cautious S Acc	Mixed Investment 0-35% Shares	1	5.45	2.00
7IM Moderately Cautious S Inc	Mixed Investment 0-35% Shares	1	5.49	2.00

Fund name	1 day return (%)	1 week return (%)	1 month return (%)	3 months return (%)	6 months return (%)	Price date
7IM Adventurous S Inc	-0.74	-2.88	0.57	12.74	12.80	29/01/2021
7IM Arden A	-0.23	0.42	-0.22	1.45	-2.71	08/03/2019
7IM Balanced A Acc	-0.55	-1.77	-0.11	7.89	7.11	29/01/2021
7IM Balanced B Acc	-0.55	-1.77	-0.09	7.92	7.22	29/01/2021
7IM Balanced C Acc	-0.55	-1.76	-0.07	7.99	7.34	29/01/2021
7IM Balanced C Inc	-0.50	-1.71	-0.02	7.98	7.34	29/01/2021
7IM Balanced D Acc	-0.55	-1.77	-0.11	7.88	7.11	29/01/2021
7IM Balanced D Inc	-0.50	-1.72	-0.06	7.87	7.10	29/01/2021
7IM Balanced S Acc	-0.55	-1.76	-0.04	8.05	7.46	29/01/2021
7IM Balanced S Inc	-0.50	-1.71	0.01	8.04	7.46	29/01/2021
7IM Balanced X Acc	-0.55	-1.75	-0.01	-	-	29/01/2021
7IM Balanced X Inc	-0.50	-1.70	0.04	-	-	29/01/2021
7IM Capital Strategy A	-0.30	0.48	-0.15	0.82	-5.30	08/03/2019
7IM Cautious C Acc	0.04	-0.42	-0.26	3.44	2.55	29/01/2021
7IM Cautious C Inc	0.04	-0.42	-0.26	3.45	2.56	29/01/2021
7IM Cautious S Acc	0.05	-0.41	-0.24	3.50	2.66	29/01/2021
7IM Cautious S Inc	0.05	-0.42	-0.25	3.50	2.66	29/01/2021
7IM CTAK Capiv A Inc	-0.27	0.03	-0.27	1.09	-2.39	08/03/2019
7IM Dyn Planner Pfl 4 C Acc	-0.29	-0.32	1.34	4.03	6.93	14/06/2019
7IM Dyn Planner Pfl 4 C Inc	-0.29	-0.32	1.35	4.03	6.93	14/06/2019
7IM Dyn Planner Pfl 5 C Acc	-0.34	-0.28	1.44	4.12	7.71	14/06/2019
7IM Dyn Planner Pfl 5 C Inc	-0.33	-0.27	1.45	4.13	7.73	14/06/2019
7IM Dyn Planner Pfl 6 C Acc	-0.41	-0.25	1.37	3.96	7.84	14/06/2019
7IM Dyn Planner Pfl 6 C Inc	-0.41	-0.25	1.38	3.97	7.86	14/06/2019
7IM Emerging Mkts Eq Val C Inc	-0.21	1.29	0.45	3.07	1.36	28/11/2019
7IM European (ex UK) Equ Val C Inc	0.42	4.76	11.21	-13.37	-13.73	30/04/2020
7IM European (ex UK) Equ Val Z Inc	0.60	4.31	10.75	-13.69	-14.00	29/04/2020
7IM Income Portfolio A Inc	-0.15	-0.69	0.00	6.51	4.50	29/01/2021
7IM Income Portfolio A2 I	-0.14	-0.68	0.01	6.52	4.49	29/01/2021
7IM Matterhorn A Inc	-0.17	0.08	-0.05	1.01	-2.28	08/03/2019
7IM Moderately Adventurous A Acc	-0.65	-2.48	0.01	11.02	10.37	29/01/2021
7IM Moderately Adventurous A Inc	-0.65	-2.48	0.07	11.02	10.37	29/01/2021
7IM Moderately Adventurous B Acc	-0.65	-2.48	0.03	11.09	10.47	29/01/2021
7IM Moderately Adventurous C Acc	-0.64	-2.47	0.05	11.15	10.58	29/01/2021
7IM Moderately Adventurous C Inc	-0.64	-2.48	0.11	11.15	10.57	29/01/2021
7IM Moderately Adventurous D Acc	-0.64	-2.48	0.01	11.03	10.37	29/01/2021
7IM Moderately Adventurous D Inc	-0.65	-2.48	0.07	11.02	10.36	29/01/2021
7IM Moderately Adventurous S Acc	-0.64	-2.47	0.07	11.22	10.69	29/01/2021
7IM Moderately Adventurous S Inc	-0.64	-2.46	0.14	11.21	10.68	29/01/2021
7IM Moderately Adventurous X Acc	-0.64	-2.46	0.11	-	-	29/01/2021
7IM Moderately Adventurous X Inc	-0.64	-2.46	0.19	-	-	29/01/2021
7IM Moderately Cautious A Acc	-0.35	-0.96	0.05	4.89	4.47	29/01/2021
7IM Moderately Cautious A Inc	-0.29	-0.90	0.11	4.87	4.45	29/01/2021
7IM Moderately Cautious B Acc	-0.35	-0.95	0.07	4.88	4.56	29/01/2021
7IM Moderately Cautious C Acc	-0.35	-0.95	0.09	4.91	4.67	29/01/2021
7IM Moderately Cautious C Inc	-0.29	-0.89	0.15	4.91	4.68	29/01/2021
7IM Moderately Cautious D Acc	-0.35	-0.95	0.05	4.87	4.45	29/01/2021
7IM Moderately Cautious D Inc	-0.30	-0.90	0.11	4.90	4.46	29/01/2021
7IM Moderately Cautious S Acc	-0.35	-0.94	0.12	4.97	4.79	29/01/2021
7IM Moderately Cautious S Inc	-0.29	-0.88	0.17	4.98	4.79	29/01/2021

Fund name	Crown rating	0-12m (%)	12-24m (%)	24-36m (%)	36-48m (%)	48-60m (%)
7IM Adventurous S Inc	2	8.69	9.94	-8.44	12.82	23.29
7IM Arden A	5	-2.03	9.52	18.45	-3.81	7.54
7IM Balanced A Acc	2	6.88	7.71	-6.61	6.28	15.44
7IM Balanced B Acc	2	7.09	7.89	-6.38	6.57	15.71
7IM Balanced C Acc	2	7.31	8.10	-6.14	6.84	15.99
7IM Balanced C Inc	2	7.31	8.14	-6.18	6.84	15.99
7IM Balanced D Acc	2	6.88	7.68	-6.61	6.29	15.43
7IM Balanced D Inc	2	6.88	7.79	-6.64	6.29	15.42
7IM Balanced S Acc	2	7.52	8.32	-5.91	7.13	16.27
7IM Balanced S Inc	2	7.52	8.39	-5.95	7.12	16.26
7IM Balanced X Acc	2	-	-	-	-	-
7IM Balanced X Inc	2	-	-	-	-	-
7IM Capital Strategy A	1	-3.43	4.18	7.84	-	-
7IM Cautious C Acc	3	4.25	6.87	-1.75	2.74	9.19
7IM Cautious C Inc	3	4.22	6.89	-1.74	2.75	9.23
7IM Cautious S Acc	3	4.47	7.08	-1.55	2.95	9.39
7IM Cautious S Inc	3	4.44	7.09	-1.54	2.94	9.44
7IM CTAK Capiv A Inc		-1.91	-	-	-	-
7IM Dyn Planner Pfl 4 C Acc		3.99	-	-	-	-
7IM Dyn Planner Pfl 4 C Inc		3.97	-	-	-	-
7IM Dyn Planner Pfl 5 C Acc		3.48	-	-	-	-
7IM Dyn Planner Pfl 5 C Inc		3.46	-	-	-	-
7IM Dyn Planner Pfl 6 C Acc		2.37	-	-	-	-
7IM Dyn Planner Pfl 6 C Inc		2.35	-	-	-	-
7IM Emerging Mkts Eq Val C Inc	1	0.34	-12.85	17.24	31.38	-
7IM European (ex UK) Equ Val C Inc	3	-11.26	-1.29	14.78	24.82	-6.21
7IM European (ex UK) Equ Val Z Inc	3	-11.42	-1.05	15.07	25.11	-6.00
7IM Income Portfolio A Inc	1	-3.16	5.89	-1.13	3.79	14.01
7IM Income Portfolio A2 I	1	-3.19	5.72	-1.13	3.79	14.01
7IM Matterhorn A Inc		-	-	-	-	-
7IM Moderately Adventurous A Acc	2	7.37	8.74	-8.16	9.62	20.25
7IM Moderately Adventurous A Inc	2	7.31	8.79	-8.16	9.62	20.25
7IM Moderately Adventurous B Acc	2	7.58	9.01	-7.93	9.91	20.54
7IM Moderately Adventurous C Acc	2	7.79	9.28	-7.70	10.20	20.83
7IM Moderately Adventurous C Inc	2	7.74	9.33	-7.70	10.20	20.83
7IM Moderately Adventurous D Acc	2	7.37	8.74	-8.16	9.62	20.25
7IM Moderately Adventurous D Inc	2	7.32	8.79	-8.16	9.62	20.24
7IM Moderately Adventurous S Acc	2	8.02	9.55	-7.48	10.46	21.13
7IM Moderately Adventurous S Inc	2	7.97	9.62	-7.48	10.47	21.12
7IM Moderately Adventurous X Acc	2	-	-	-	-	-
7IM Moderately Adventurous X Inc	2	-	-	-	-	-
7IM Moderately Cautious A Acc	1	4.85	6.46	-5.25	3.09	9.86
7IM Moderately Cautious A Inc	1	4.86	6.43	-5.28	3.09	9.86
7IM Moderately Cautious B Acc	1	5.03	6.67	-5.09	3.31	10.08
7IM Moderately Cautious C Acc	1	5.24	6.90	-4.90	3.52	10.30
7IM Moderately Cautious C Inc	1	5.27	6.87	-4.92	3.52	10.29
7IM Moderately Cautious D Acc	1	4.82	6.46	-5.27	3.09	9.86
7IM Moderately Cautious D Inc	1	4.89	6.42	-5.23	3.10	9.85
7IM Moderately Cautious S Acc	1	5.45	7.11	-4.72	3.73	10.52
7IM Moderately Cautious S Inc	1	5.49	7.09	-4.73	3.74	10.50

Fund name	Currency	Minimum initial investment	Minimum top up	Standard initial charge (%)	Annual management charge (%)	Total expense ratio (%)	Ongoing charge (%)
7IM Adventurous S Inc	GBX	10,000,000	0	0.00	0.65	-	1.230
7IM Arden A	GBX	250,000	0	10.00	0.50	1.69	1.690
7IM Balanced A Acc	GBX	500,000	0	4.00	1.40	-	1.910
7IM Balanced B Acc	GBX	500,000	0	4.00	1.15	-	1.660
7IM Balanced C Acc	GBX	1,000	0	0.00	0.90	-	1.410
7IM Balanced C Inc	GBX	1,000	0	0.00	0.90	-	1.410
7IM Balanced D Acc	GBX	1,000	0	4.00	1.40	-	1.910
7IM Balanced D Inc	GBX	1,000	0	4.00	1.40	-	1.910
7IM Balanced S Acc	GBX	10,000,000	0	0.00	0.65	-	1.160
7IM Balanced S Inc	GBX	10,000,000	0	0.00	0.65	-	1.160
7IM Balanced X Acc	GBX	10,000,000	0	5.00	0.65	-	0.770
7IM Balanced X Inc	GBX	10,000,000	0	5.00	0.65	-	0.770
7IM Capital Strategy A	GBX	250,000	0	10.00	0.55	1.94	1.940
7IM Cautious C Acc	GBX	1,000	0	0.00	0.50	-	0.920
7IM Cautious C Inc	GBX	1,000	0	0.00	0.50	-	0.920
7IM Cautious S Acc	GBX	10,000,000	0	0.00	0.25	-	0.670
7IM Cautious S Inc	GBX	10,000,000	0	0.00	0.25	-	0.670
7IM CTAK Capiv A Inc	GBX	250,000	250,000	10.00	0.50	1.55	1.550
7IM Dyn Planner Pfl 4 C Acc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Dyn Planner Pfl 4 C Inc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Dyn Planner Pfl 5 C Acc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Dyn Planner Pfl 5 C Inc	GBX	1,000	0	0.00	0.25	-	0.300
7IM Dyn Planner Pfl 6 C Acc	GBX	1,000	0	0.00	0.25	-	0.290
7IM Dyn Planner Pfl 6 C Inc	GBX	1,000	0	0.00	0.25	-	0.290
7IM Emerging Mkts Eq Val C Inc	GBX	1,000	0	0.00	0.25	-	0.400
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 Income Portfolio A Inc	GBX	1,000	0	0.00	0.75	-	1.410
7IM Income Portfolio A2 I	GBX	1,000	0	0.00	0.75	-	1.410
7IM Matterhorn A Inc	GBX	250,000	0	10.00	-	-	-
7IM Moderately Adventurous A Acc	GBX	500,000	0	4.00	1.40	-	1.930
7IM Moderately Adventurous A Inc	GBX	500,000	0	4.00	1.40	-	1.930
7IM Moderately Adventurous B Acc	GBX	500,000	0	4.00	1.15	-	1.680
7IM Moderately Adventurous C Acc	GBX	1,000	0	0.00	0.90	-	1.430
7IM Moderately Adventurous C Inc	GBX	1,000	0	0.00	0.90	-	1.430
7IM Moderately Adventurous D Acc	GBX	1,000	0	4.00	1.40	-	1.930
7IM Moderately Adventurous D Inc	GBX	1,000	0	4.00	1.40	-	1.930
7IM Moderately Adventurous S Acc	GBX	10,000,000	0	0.00	0.65	-	1.180
7IM Moderately Adventurous S Inc	GBX	10,000,000	0	0.00	0.65	-	1.180
7IM Moderately Adventurous X Acc	GBX	10,000,000	0	5.00	0.65	-	0.850
7IM Moderately Adventurous X Inc	GBX	10,000,000	0	5.00	0.65	-	0.850
7IM Moderately Cautious A Acc	GBX	500,000	0	4.00	1.40	-	1.910
7IM Moderately Cautious A Inc	GBX	500,000	0	4.00	1.40	-	1.910
7IM Moderately Cautious B Acc	GBX	500,000	0	4.00	1.15	-	1.660
7IM Moderately Cautious C Acc	GBX	1,000	0	0.00	0.90	-	1.410
7IM Moderately Cautious C Inc	GBX	1,000	0	0.00	0.90	-	1.410
7IM Moderately Cautious D Acc	GBX	1,000	0	4.00	1.40	-	1.910
7IM Moderately Cautious D Inc	GBX	1,000	0	4.00	1.40	-	1.910
7IM Moderately Cautious S Acc	GBX	10,000,000	0	0.00	0.65	-	1.160
7IM Moderately Cautious S Inc	GBX	10,000,000	0	0.00	0.65	-	1.160

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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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