MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
iShares OseaCorBdIndx(UK) X I Global Bonds 2.66 2.45
iShares Over 15Y Corp Bd Idx A Acc Sterling Corporate Bond 6.13 2.02
iShares Over 15Y Corp Bd Idx A Inc Sterling Corporate Bond 6.13 2.02
iShares Over 15Y Corp Bd Idx D Acc Sterling Corporate Bond 6.29 2.37
iShares Over 15Y Corp Bd Idx D Inc Sterling Corporate Bond 6.23 2.37
iShares Over 15Y Corp Bd Idx L Acc Sterling Corporate Bond 6.12 2.32
iShares Over 15Y Corp Bd Idx L Inc Sterling Corporate Bond 6.26 2.32
iShares Over 15Y Corp Bd Idx X Acc Sterling Corporate Bond 6.37 2.53
iShares Ovr15YsGltsIndx(UK) D A£ UK Gilts 4.32 1.07
iShares Ovr15YsGltsIndx(UK) X A£ UK Gilts 4.46 1.22
iShares Ovr15YsGltsIndx(UK) X I £ UK Gilts 4.44 1.22
iShares Pacex Jap EqIndx(UK) A A Asia Pacific Excluding Japan 18.11 2.16
iShares Pacex Jap EqIndx(UK) D A Asia Pacific Excluding Japan 18.56 2.39
iShares Pacex Jap EqIndx(UK) H A Asia Pacific Excluding Japan 18.52 2.39
iShares Pacex Jap EqIndx(UK) L A Asia Pacific Excluding Japan 18.45 2.31
iShares Pacex Jap EqIndx(UK) X A Asia Pacific Excluding Japan 18.64 2.44
iShares Pacex Jap EqIndx(UK) X I Asia Pacific Excluding Japan 18.91 2.52
iShares UK Eq Indx(UK) A A UK All Companies -9.47 2.87
iShares UK Eq Indx(UK) D A UK All Companies -9.19 3.17
iShares UK Eq Indx(UK) D Inc UK All Companies -9.22 3.26
iShares UK Eq Indx(UK) H A UK All Companies -9.12 3.17
iShares UK Eq Indx(UK) L A UK All Companies -9.29 3.06
iShares UK Eq Indx(UK) L I UK All Companies -9.30 3.18
iShares UK Eq Indx(UK) X A UK All Companies -9.10 3.20
iShares UK Eq Indx(UK) X I UK All Companies -9.15 3.29
iShares UK Glt AlStIndx(UK) A A£ UK Gilts 2.53 0.27
iShares UK Glt AlStIndx(UK) A I£ UK Gilts 2.56 0.27
iShares UK Glt AlStIndx(UK) D A UK Gilts 2.97 0.67
iShares UK Glt AlStIndx(UK) D I UK Gilts 2.96 0.67
iShares UK Glt AlStIndx(UK) H A UK Gilts 2.96 0.67
iShares UK Glt AlStIndx(UK) H I UK Gilts 3.00 0.67
iShares UK Glt AlStIndx(UK) L A UK Gilts 2.85 0.57
iShares UK Glt AlStIndx(UK) X A UK Gilts 3.11 0.77
iShares UK Glt AlStIndx(UK) X I UK Gilts 3.04 0.77
iShares US Eq Indx(UK) A A North America 12.18 0.94
iShares US Eq Indx(UK) D A North America 12.66 1.31
iShares US Eq Indx(UK) H I North America 12.68 1.33
iShares US Eq Indx(UK) L A North America 12.50 1.19
iShares US Eq Indx(UK) L I North America 12.53 1.23
iShares US Eq Indx(UK) X A North America 12.71 1.34
iShares US Eq Indx(UK) X I North America 12.68 1.35
IWI Balanced Portfolio A Inc Mixed Investment 40%-85% Share 2 -6.70 1.61
IWI Balanced Portfolio B Inc Mixed Investment 40%-85% Share 2 -6.01 1.60
IWI Cautious Portfolio A Inc Mixed Investment 20%-60% Share 1 -4.01 0.00
IWI Cautious Portfolio B Inc Mixed Investment 20%-60% Share 1 -3.55 1.97
IWI Chameleon Capital A Acc Flexible Investment 1 -8.75 0.00
IWI Fixed Income Pfl A Inc Sterling Corporate Bond -5.24 5.00
IWI Fixed Income Pfl B Inc Sterling Corporate Bond -4.49 5.00
IWI Gbl Thematic Pfl A Acc Global 1 -8.91 0.00
IWI Gbl Thematic Pfl B Acc Global 1 -8.24 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
iShares OseaCorBdIndx(UK) X I -0.68 -0.45 -2.29 -3.15 -3.25 29/01/2021
iShares Over 15Y Corp Bd Idx A Acc -0.99 -0.23 -1.44 2.20 1.72 29/01/2021
iShares Over 15Y Corp Bd Idx A Inc -1.04 -0.24 -1.52 2.24 1.68 29/01/2021
iShares Over 15Y Corp Bd Idx D Acc -0.99 -0.15 -1.44 2.28 1.80 29/01/2021
iShares Over 15Y Corp Bd Idx D Inc -1.04 -0.24 -1.52 2.24 1.79 29/01/2021
iShares Over 15Y Corp Bd Idx L Acc -0.99 -0.15 -1.44 2.20 1.72 29/01/2021
iShares Over 15Y Corp Bd Idx L Inc -1.04 -0.24 -1.52 2.24 1.79 29/01/2021
iShares Over 15Y Corp Bd Idx X Acc -1.06 -0.23 -1.44 2.28 1.80 29/01/2021
iShares Ovr15YsGltsIndx(UK) D A£ -1.54 0.08 -2.21 -2.59 -4.47 29/01/2021
iShares Ovr15YsGltsIndx(UK) X A£ -1.56 0.16 -2.17 -2.54 -4.39 29/01/2021
iShares Ovr15YsGltsIndx(UK) X I £ -1.58 0.08 -2.20 -2.58 -4.43 29/01/2021
iShares Pacex Jap EqIndx(UK) A A -1.54 -4.87 1.56 19.09 20.52 29/01/2021
iShares Pacex Jap EqIndx(UK) D A -1.55 -4.87 1.55 19.14 20.71 29/01/2021
iShares Pacex Jap EqIndx(UK) H A -1.56 -4.91 1.51 19.15 20.72 29/01/2021
iShares Pacex Jap EqIndx(UK) L A -1.54 -4.87 1.56 19.13 20.65 29/01/2021
iShares Pacex Jap EqIndx(UK) X A -1.58 -4.87 1.54 19.14 20.74 29/01/2021
iShares Pacex Jap EqIndx(UK) X I -1.52 -4.90 1.57 19.43 21.03 29/01/2021
iShares UK Eq Indx(UK) A A -0.33 -2.78 -2.78 17.28 9.06 29/01/2021
iShares UK Eq Indx(UK) D A -0.32 -2.81 -2.76 17.37 9.26 29/01/2021
iShares UK Eq Indx(UK) D Inc -0.32 -2.79 -2.74 17.38 9.29 29/01/2021
iShares UK Eq Indx(UK) H A -0.32 -2.71 -2.71 17.40 9.32 29/01/2021
iShares UK Eq Indx(UK) L A -0.32 -2.77 -2.77 17.32 9.20 29/01/2021
iShares UK Eq Indx(UK) L I -0.32 -2.79 -2.75 17.46 9.30 29/01/2021
iShares UK Eq Indx(UK) X A -0.29 -2.76 -2.70 17.39 9.30 29/01/2021
iShares UK Eq Indx(UK) X I -0.31 -2.79 -2.72 17.32 9.32 29/01/2021
iShares UK Glt AlStIndx(UK) A A£ -0.91 0.00 -1.27 -1.59 -2.67 29/01/2021
iShares UK Glt AlStIndx(UK) A I£ -0.85 0.00 -1.27 -1.57 -2.68 29/01/2021
iShares UK Glt AlStIndx(UK) D A -0.88 0.05 -1.24 -1.45 -2.45 29/01/2021
iShares UK Glt AlStIndx(UK) D I -0.88 0.06 -1.23 -1.46 -2.48 29/01/2021
iShares UK Glt AlStIndx(UK) H A -0.88 0.00 -1.24 -1.45 -2.51 29/01/2021
iShares UK Glt AlStIndx(UK) H I -0.88 0.00 -1.27 -1.43 -2.45 29/01/2021
iShares UK Glt AlStIndx(UK) L A -0.88 0.00 -1.24 -1.49 -2.55 29/01/2021
iShares UK Glt AlStIndx(UK) X A -0.84 0.07 -1.25 -1.38 -2.40 29/01/2021
iShares UK Glt AlStIndx(UK) X I -0.85 0.00 -1.23 -1.46 -2.46 29/01/2021
iShares US Eq Indx(UK) A A -0.25 -2.14 -0.92 9.26 12.15 29/01/2021
iShares US Eq Indx(UK) D A -0.24 -2.15 -0.89 9.39 12.39 29/01/2021
iShares US Eq Indx(UK) H I -0.23 -2.12 -0.85 9.43 12.42 29/01/2021
iShares US Eq Indx(UK) L A -0.25 -2.15 -0.90 9.36 12.29 29/01/2021
iShares US Eq Indx(UK) L I -0.24 -2.12 -0.87 9.39 12.35 29/01/2021
iShares US Eq Indx(UK) X A -0.25 -2.13 -0.87 9.42 12.40 29/01/2021
iShares US Eq Indx(UK) X I -0.25 -2.14 -0.89 9.40 12.38 29/01/2021
IWI Balanced Portfolio A Inc 0.03 0.09 -4.17 -3.22 -7.87 29/01/2016
IWI Balanced Portfolio B Inc 0.02 0.09 -4.12 -3.04 -7.53 29/01/2016
IWI Cautious Portfolio A Inc -0.01 -0.16 -3.64 -2.54 -4.99 29/01/2016
IWI Cautious Portfolio B Inc 0.00 -0.16 -3.59 -2.40 -4.90 29/01/2016
IWI Chameleon Capital A Acc 0.68 0.68 -0.38 -4.39 -9.69 29/01/2016
IWI Fixed Income Pfl A Inc 0.15 0.17 -0.11 -0.80 -2.14 29/01/2016
IWI Fixed Income Pfl B Inc 0.14 0.16 -0.05 -0.63 -1.78 29/01/2016
IWI Gbl Thematic Pfl A Acc -0.04 0.01 -6.32 -5.44 -10.29 29/01/2016
IWI Gbl Thematic Pfl B Acc -0.03 0.02 -6.25 -5.27 -9.97 29/01/2016
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
iShares OseaCorBdIndx(UK) X I 2.66 12.36 4.24 -3.11 19.54
iShares Over 15Y Corp Bd Idx A Acc 6.13 20.95 - - -
iShares Over 15Y Corp Bd Idx A Inc 6.13 21.10 - - -
iShares Over 15Y Corp Bd Idx D Acc 6.29 20.95 - - -
iShares Over 15Y Corp Bd Idx D Inc 6.23 21.22 - - -
iShares Over 15Y Corp Bd Idx L Acc 6.12 21.05 - - -
iShares Over 15Y Corp Bd Idx L Inc 6.26 21.15 - - -
iShares Over 15Y Corp Bd Idx X Acc 6.37 21.07 - - -
iShares Ovr15YsGltsIndx(UK) D A£ 4.32 16.40 5.39 - -
iShares Ovr15YsGltsIndx(UK) X A£ 4.46 16.57 4.50 - -
iShares Ovr15YsGltsIndx(UK) X I £ 4.44 16.09 - - -
iShares Pacex Jap EqIndx(UK) A A 18.11 13.00 -6.77 15.62 43.14
iShares Pacex Jap EqIndx(UK) D A 18.56 13.16 -6.60 15.98 43.54
iShares Pacex Jap EqIndx(UK) H A 18.52 13.17 -6.59 16.09 43.60
iShares Pacex Jap EqIndx(UK) L A 18.45 13.07 -6.61 15.93 43.52
iShares Pacex Jap EqIndx(UK) X A 18.64 13.21 -6.48 16.09 43.75
iShares Pacex Jap EqIndx(UK) X I 18.91 13.36 -6.60 15.56 44.06
iShares UK Eq Indx(UK) A A -9.47 14.72 -7.48 12.36 22.00
iShares UK Eq Indx(UK) D A -9.19 15.13 -7.16 12.85 22.50
iShares UK Eq Indx(UK) D Inc -9.22 15.13 -7.14 - -
iShares UK Eq Indx(UK) H A -9.12 15.08 -7.12 12.84 22.46
iShares UK Eq Indx(UK) L A -9.29 14.97 -7.27 12.69 22.34
iShares UK Eq Indx(UK) L I -9.30 14.85 -7.03 - -
iShares UK Eq Indx(UK) X A -9.10 15.14 -7.09 12.83 22.57
iShares UK Eq Indx(UK) X I -9.15 15.07 -7.13 12.82 22.52
iShares UK Glt AlStIndx(UK) A A£ 2.53 9.07 2.65 2.34 2.99
iShares UK Glt AlStIndx(UK) A I£ 2.56 9.05 2.61 2.39 3.01
iShares UK Glt AlStIndx(UK) D A 2.97 9.51 2.92 2.75 3.29
iShares UK Glt AlStIndx(UK) D I 2.96 9.46 3.00 2.70 3.28
iShares UK Glt AlStIndx(UK) H A 2.96 9.55 2.99 2.72 3.36
iShares UK Glt AlStIndx(UK) H I 3.00 9.49 2.95 2.75 3.41
iShares UK Glt AlStIndx(UK) L A 2.85 9.41 2.90 2.67 3.27
iShares UK Glt AlStIndx(UK) X A 3.11 9.60 3.11 2.86 3.48
iShares UK Glt AlStIndx(UK) X I 3.04 9.89 4.32 3.87 4.37
iShares US Eq Indx(UK) A A 12.18 27.13 -0.68 12.93 39.95
iShares US Eq Indx(UK) D A 12.66 27.70 -0.27 13.44 40.58
iShares US Eq Indx(UK) H I 12.68 27.70 -0.24 13.38 40.53
iShares US Eq Indx(UK) L A 12.50 27.51 -0.39 13.28 40.40
iShares US Eq Indx(UK) L I 12.53 27.66 -0.36 13.27 40.48
iShares US Eq Indx(UK) X A 12.71 27.72 -0.20 13.45 40.69
iShares US Eq Indx(UK) X I 12.68 27.77 -0.21 13.43 40.66
IWI Balanced Portfolio A Inc 2 -6.70 5.74 9.67 10.52 -0.38
IWI Balanced Portfolio B Inc 2 -6.01 6.54 10.41 11.35 0.36
IWI Cautious Portfolio A Inc 1 -4.01 3.54 1.08 4.12 -6.50
IWI Cautious Portfolio B Inc 1 -3.55 4.33 1.81 4.94 -5.99
IWI Chameleon Capital A Acc 1 -8.75 1.94 5.44 6.12 -1.24
IWI Fixed Income Pfl A Inc -5.24 6.71 2.09 9.36 8.70
IWI Fixed Income Pfl B Inc -4.49 - - - -
IWI Gbl Thematic Pfl A Acc 1 -8.91 8.77 2.70 1.07 -10.69
IWI Gbl Thematic Pfl B Acc 1 -8.24 9.61 3.44 1.83 -10.21
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
iShares OseaCorBdIndx(UK) X I GBX 10,000,000 100 0.00 0.00 - 0.010
iShares Over 15Y Corp Bd Idx A Acc GBX 500 100 5.00 0.45 - 0.480
iShares Over 15Y Corp Bd Idx A Inc GBX 500 100 5.00 0.45 - 0.480
iShares Over 15Y Corp Bd Idx D Acc GBX 100,000 100 0.00 0.15 - 0.170
iShares Over 15Y Corp Bd Idx D Inc GBX 100,000 100 0.00 0.15 - 0.170
iShares Over 15Y Corp Bd Idx L Acc GBX 1,000,000 100 0.00 0.20 - 0.230
iShares Over 15Y Corp Bd Idx L Inc GBX 1,000,000 100 0.00 0.20 - 0.230
iShares Over 15Y Corp Bd Idx X Acc GBX 10,000,000 100 0.00 0.00 - 0.030
iShares Ovr15YsGltsIndx(UK) D A£ GBX 0 100 0.00 0.15 - 0.160
iShares Ovr15YsGltsIndx(UK) X A£ GBX 10,000,000 100 0.00 0.00 - 0.010
iShares Ovr15YsGltsIndx(UK) X I £ GBX 10,000,000 100 0.00 0.00 - 0.010
iShares Pacex Jap EqIndx(UK) A A GBX 500 100 5.00 0.45 0.62 0.540
iShares Pacex Jap EqIndx(UK) D A GBX 100,000 100 0.00 0.08 0.19 0.130
iShares Pacex Jap EqIndx(UK) H A GBX 100,000 100 5.00 0.08 0.14 0.130
iShares Pacex Jap EqIndx(UK) L A GBX 1,000,000 100 0.00 0.20 0.29 0.240
iShares Pacex Jap EqIndx(UK) X A GBX 10,000,000 100 0.00 0.00 0.09 0.050
iShares Pacex Jap EqIndx(UK) X I GBX 10,000,000 100 0.00 0.00 - 0.050
iShares UK Eq Indx(UK) A A GBX 500 100 5.00 0.45 0.57 0.510
iShares UK Eq Indx(UK) D A GBX 100,000 100 0.00 0.04 0.17 0.060
iShares UK Eq Indx(UK) D Inc GBX 0 100 0.00 0.04 - 0.050
iShares UK Eq Indx(UK) H A GBX 100,000 100 5.00 0.04 0.06 0.060
iShares UK Eq Indx(UK) L A GBX 1,000,000 100 0.00 0.20 0.22 0.210
iShares UK Eq Indx(UK) L I GBX 1,000,000 100 0.00 0.20 - 0.210
iShares UK Eq Indx(UK) X A GBX 10,000,000 100 0.00 0.00 0.02 0.010
iShares UK Eq Indx(UK) X I GBX 10,000,000 100 0.00 0.00 - 0.010
iShares UK Glt AlStIndx(UK) A A£ GBX 500 100 5.00 0.45 0.47 0.510
iShares UK Glt AlStIndx(UK) A I£ GBX 500 100 5.00 0.45 0.47 0.510
iShares UK Glt AlStIndx(UK) D A GBX 100,000 100 0.00 0.10 0.16 0.110
iShares UK Glt AlStIndx(UK) D I GBX 100,000 100 0.00 0.10 0.16 0.110
iShares UK Glt AlStIndx(UK) H A GBX 100,000 100 5.00 0.10 - 0.110
iShares UK Glt AlStIndx(UK) H I GBX 100,000 100 5.00 0.10 - 0.110
iShares UK Glt AlStIndx(UK) L A GBX 1,000,000 100 0.00 0.20 0.22 0.210
iShares UK Glt AlStIndx(UK) X A GBX 10,000,000 100 0.00 0.00 0.01 0.010
iShares UK Glt AlStIndx(UK) X I GBX 10,000,000 100 0.00 0.00 - 0.010
iShares US Eq Indx(UK) A A GBX 500 100 5.00 0.45 - 0.510
iShares US Eq Indx(UK) D A GBX 100,000 100 0.00 0.04 0.17 0.060
iShares US Eq Indx(UK) H I GBX 100,000 100 5.00 0.04 - 0.060
iShares US Eq Indx(UK) L A GBX 1,000,000 100 0.00 0.20 - 0.210
iShares US Eq Indx(UK) L I GBX 1,000,000 100 0.00 0.20 - 0.210
iShares US Eq Indx(UK) X A GBX 10,000,000 100 0.00 0.00 - 0.010
iShares US Eq Indx(UK) X I GBX 10,000,000 100 0.00 0.00 - 0.010
IWI Balanced Portfolio A Inc GBX 5,000 1,000 4.50 1.50 2.70 2.600
IWI Balanced Portfolio B Inc GBX 10,000 5,000 0.00 0.75 2.09 1.850
IWI Cautious Portfolio A Inc GBX 5,000 1,000 4.50 1.50 2.26 2.370
IWI Cautious Portfolio B Inc GBX 10,000 5,000 - 0.75 1.31 1.620
IWI Chameleon Capital A Acc GBX 5,000 0 4.50 1.50 - 3.270
IWI Fixed Income Pfl A Inc GBX 5,000 1,000 4.50 1.50 2.05 2.320
IWI Fixed Income Pfl B Inc GBX 0 0 - - - 1.620
IWI Gbl Thematic Pfl A Acc GBX 5,000 1,000 4.50 1.50 2.96 3.320
IWI Gbl Thematic Pfl B Acc GBX 1,000,000 10,000 - 0.75 1.87 2.580
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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