MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
JOHCM Rgn Gbl Eq Impct Sln Y Acc Global 0.00 0.00
JOHCM UK Dynamic A Acc UK All Companies 1 -14.91 3.89
JOHCM UK Dynamic A Inc UK All Companies 1 -14.93 4.07
JOHCM UK Dynamic B Acc UK All Companies 1 -15.34 3.92
JOHCM UK Dynamic B Inc UK All Companies 1 -15.35 4.10
JOHCM UK Dynamic X Acc UK All Companies 1 -14.65 0.00
JOHCM UK Dynamic X Inc UK All Companies 1 -14.82 0.00
JOHCM UK Dynamic Y Acc UK All Companies 1 -14.80 3.88
JOHCM UK Dynamic Y Inc UK All Companies 1 -14.85 4.07
JOHCM UK Equity Income A Acc UK Equity Income 1 -14.29 5.39
JOHCM UK Equity Income A Inc UK Equity Income 1 -14.29 5.59
JOHCM UK Equity Income B Acc UK Equity Income 1 -14.75 5.41
JOHCM UK Equity Income B Inc UK Equity Income 1 -14.75 5.61
JOHCM UK Equity Income X I GBP UK Equity Income 1 -14.13 5.58
JOHCM UK Equity Income Y Acc UK Equity Income 1 -14.19 5.39
JOHCM UK Equity Income Y Inc UK Equity Income 1 -14.23 5.59
JOHCM UK Opportunities A Acc UK All Companies 5 -3.44 3.12
JOHCM UK Opportunities A Inc UK All Companies 5 -3.48 3.23
JOHCM UK Opportunities B Acc UK All Companies 5 -3.88 3.14
JOHCM UK Opportunities B Inc UK All Companies 5 -3.93 3.25
JOHCM UK Opportunities X Acc UK All Companies 5 -3.70 3.12
JOHCM UK Opportunities X Inc UK All Companies 5 -3.04 3.22
JOHCM UK Opportunities Y Acc UK All Companies 5 -3.23 3.12
JOHCM UK Opportunities Y Inc UK All Companies 5 -3.41 3.23
Joral Global Growth Acc Global 1 16.00 0.00
Joral Global Growth Inc Global 1 15.98 0.00
JPM Asia Growth A Acc Asia Pacific Excluding Japan 5 37.17 0.11
JPM Asia Growth A Inc Asia Pacific Excluding Japan 5 37.12 0.08
JPM Asia Growth B Acc Asia Pacific Excluding Japan 5 37.80 0.43
JPM Asia Growth B Inc Asia Pacific Excluding Japan 5 37.80 0.44
JPM Asia Growth C Acc Asia Pacific Excluding Japan 5 38.22 0.62
JPM Asia Growth C Inc Asia Pacific Excluding Japan 5 38.11 0.60
JPM Balanced Managed C Acc Mixed Investment 40-85% Shares 1 12.75 0.84
JPM Balanced Managed C Inc Mixed Investment 40-85% Shares 1 12.73 0.86
JPM Balanced Managed I Acc Mixed Investment 40-85% Shares 1 12.88 1.01
JPM Balanced Total Return A Acc Mixed Investment 40%-85% Share 1 11.06 1.86
JPM Balanced Total Return A Inc Mixed Investment 40%-85% Share 1 11.01 1.91
JPM Balanced Total Return B Acc Mixed Investment 40%-85% Share 1 0.00 1.86
JPM Balanced Total Return B Inc Mixed Investment 40%-85% Share 1 0.00 0.00
JPM Balanced Total Return C Acc Mixed Investment 40%-85% Share 1 0.00 1.85
JPM Balanced Total Return C Inc Mixed Investment 40%-85% Share 1 0.00 1.90
JPM Balanced Total Return I Acc Mixed Investment 40%-85% Share 1 11.97 1.99
JPM Balanced Total Return I Inc Mixed Investment 40%-85% Share 1 12.08 2.02
JPM Diversified Growth A Acc Flexible Investment 1 4.70 1.42
JPM Diversified Growth B Acc Flexible Investment 1 4.96 1.61
JPM Diversified Growth C Acc Flexible Investment 1 4.85 1.52
JPM Diversified Growth X Acc Flexible Investment 1 0.00 1.60
JPM Diversified Real Return A Acc Flexible Investment 1 2.16 0.91
JPM Diversified Real Return A Inc Flexible Investment 1 2.15 0.92
JPM Diversified Real Return C Acc Flexible Investment 1 2.79 1.43
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
JOHCM Rgn Gbl Eq Impct Sln Y Acc 0.89 -3.48 0.89 16.38 - 29/01/2021
JOHCM UK Dynamic A Acc 0.22 -2.03 -1.82 26.13 20.43 29/01/2021
JOHCM UK Dynamic A Inc 0.31 -2.00 -1.84 26.12 20.38 29/01/2021
JOHCM UK Dynamic B Acc 0.27 -2.05 -1.83 26.01 20.14 29/01/2021
JOHCM UK Dynamic B Inc 0.27 -1.99 -1.88 26.00 20.11 29/01/2021
JOHCM UK Dynamic X Acc 0.33 -1.95 -1.74 26.29 20.56 29/01/2021
JOHCM UK Dynamic X Inc 0.24 -2.09 -1.89 26.10 20.49 29/01/2021
JOHCM UK Dynamic Y Acc 0.23 -2.05 -1.84 26.16 20.47 29/01/2021
JOHCM UK Dynamic Y Inc 0.20 -2.03 -1.87 26.13 20.45 29/01/2021
JOHCM UK Equity Income A Acc 0.74 -2.70 -2.43 31.36 22.95 29/01/2021
JOHCM UK Equity Income A Inc 0.75 -2.70 -2.42 31.39 23.00 29/01/2021
JOHCM UK Equity Income B Acc 0.73 -2.73 -2.49 31.18 22.66 29/01/2021
JOHCM UK Equity Income B Inc 0.74 -2.72 -2.46 31.23 22.65 29/01/2021
JOHCM UK Equity Income X I GBP 0.75 -2.65 -2.37 31.43 23.18 29/01/2021
JOHCM UK Equity Income Y Acc 0.73 -2.68 -2.41 31.46 23.02 29/01/2021
JOHCM UK Equity Income Y Inc 0.74 -2.76 -2.47 31.32 22.94 29/01/2021
JOHCM UK Opportunities A Acc -0.17 -2.15 -2.47 11.11 3.91 29/01/2021
JOHCM UK Opportunities A Inc -0.15 -2.14 -2.50 11.10 3.94 29/01/2021
JOHCM UK Opportunities B Acc -0.14 -2.17 -2.51 10.56 3.29 29/01/2021
JOHCM UK Opportunities B Inc -0.16 -2.15 -2.56 10.56 3.31 29/01/2021
JOHCM UK Opportunities X Acc -0.14 -2.20 -2.48 10.85 3.92 29/01/2021
JOHCM UK Opportunities X Inc -0.18 -2.11 -2.46 11.54 4.50 29/01/2021
JOHCM UK Opportunities Y Acc -0.18 -2.16 -2.44 11.35 4.16 29/01/2021
JOHCM UK Opportunities Y Inc -0.15 -2.21 -2.50 11.16 4.00 29/01/2021
Joral Global Growth Acc 0.09 -0.94 -1.36 0.09 6.42 20/08/2013
Joral Global Growth Inc -0.28 -1.39 -1.81 -0.28 6.02 20/08/2013
JPM Asia Growth A Acc -0.92 -5.13 7.56 13.85 25.10 29/01/2021
JPM Asia Growth A Inc -0.92 -5.14 7.53 13.83 25.05 29/01/2021
JPM Asia Growth B Acc -0.94 -5.12 7.60 13.96 25.38 29/01/2021
JPM Asia Growth B Inc -0.94 -5.12 7.61 13.97 25.38 29/01/2021
JPM Asia Growth C Acc -0.94 -5.11 7.63 14.06 25.57 29/01/2021
JPM Asia Growth C Inc -0.95 -5.12 7.62 14.01 25.52 29/01/2021
JPM Balanced Managed C Acc 0.13 0.88 1.91 5.36 6.94 13/12/2017
JPM Balanced Managed C Inc 0.14 0.85 1.91 5.40 6.96 13/12/2017
JPM Balanced Managed I Acc 0.14 0.87 1.87 5.36 7.01 13/12/2017
JPM Balanced Total Return A Acc -0.12 -1.60 -1.60 -1.13 5.36 09/08/2013
JPM Balanced Total Return A Inc -0.11 -1.60 -1.60 -1.13 5.37 09/08/2013
JPM Balanced Total Return B Acc -0.12 -1.61 -1.56 -1.03 5.60 09/08/2013
JPM Balanced Total Return B Inc - - - - - 01/01/1900
JPM Balanced Total Return C Acc -0.09 -1.58 -1.58 -0.97 5.66 09/08/2013
JPM Balanced Total Return C Inc -0.09 -1.61 -1.53 -0.91 5.73 09/08/2013
JPM Balanced Total Return I Acc -0.16 -1.64 -1.56 -0.94 5.78 09/08/2013
JPM Balanced Total Return I Inc -0.09 -1.62 -1.42 -0.89 5.88 09/08/2013
JPM Diversified Growth A Acc 0.10 -1.38 0.91 10.27 11.79 29/01/2021
JPM Diversified Growth B Acc 0.10 -1.37 0.91 10.32 11.92 29/01/2021
JPM Diversified Growth C Acc 0.10 -1.36 0.94 10.22 11.80 29/01/2021
JPM Diversified Growth X Acc 0.09 -1.40 0.96 - - 29/01/2021
JPM Diversified Real Return A Acc 0.00 0.19 -1.03 -2.54 -1.43 14/07/2017
JPM Diversified Real Return A Inc 0.00 0.18 -1.02 -2.52 -1.43 14/07/2017
JPM Diversified Real Return C Acc 0.00 0.19 -0.98 -2.37 -1.15 14/07/2017
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
JOHCM Rgn Gbl Eq Impct Sln Y Acc - - - - -
JOHCM UK Dynamic A Acc 1 -14.91 12.29 -7.55 16.01 29.13
JOHCM UK Dynamic A Inc 1 -14.93 12.30 -7.54 16.02 29.13
JOHCM UK Dynamic B Acc 1 -15.34 11.71 -7.94 15.35 28.75
JOHCM UK Dynamic B Inc 1 -15.35 11.65 -7.95 15.31 29.01
JOHCM UK Dynamic X Acc 1 -14.65 - - - -
JOHCM UK Dynamic X Inc 1 -14.82 - - - -
JOHCM UK Dynamic Y Acc 1 -14.80 12.40 -7.43 16.10 29.41
JOHCM UK Dynamic Y Inc 1 -14.85 12.35 -7.50 16.08 29.31
JOHCM UK Equity Income A Acc 1 -14.29 12.43 -11.01 18.84 25.48
JOHCM UK Equity Income A Inc 1 -14.29 12.32 -11.01 18.79 25.45
JOHCM UK Equity Income B Acc 1 -14.75 11.84 -11.45 18.41 24.97
JOHCM UK Equity Income B Inc 1 -14.75 11.93 -11.47 18.43 24.94
JOHCM UK Equity Income X I GBP 1 -14.13 12.60 -10.77 - -
JOHCM UK Equity Income Y Acc 1 -14.19 12.54 -10.92 18.92 25.63
JOHCM UK Equity Income Y Inc 1 -14.23 12.48 -10.95 18.92 25.55
JOHCM UK Opportunities A Acc 5 -3.44 11.08 -0.07 4.05 14.47
JOHCM UK Opportunities A Inc 5 -3.48 11.02 -0.00 4.01 14.55
JOHCM UK Opportunities B Acc 5 -3.88 10.48 -0.53 3.48 13.99
JOHCM UK Opportunities B Inc 5 -3.93 10.46 -0.52 3.54 13.98
JOHCM UK Opportunities X Acc 5 -3.70 11.18 0.08 4.21 14.67
JOHCM UK Opportunities X Inc 5 -3.04 11.16 0.11 4.24 14.64
JOHCM UK Opportunities Y Acc 5 -3.23 11.16 0.13 4.15 14.47
JOHCM UK Opportunities Y Inc 5 -3.41 11.21 0.12 4.14 14.57
Joral Global Growth Acc 1 16.00 5.37 -1.25 9.47 -6.75
Joral Global Growth Inc 1 15.98 5.18 -1.25 9.47 -6.75
JPM Asia Growth A Acc 5 37.17 20.69 -9.50 37.84 40.42
JPM Asia Growth A Inc 5 37.12 20.64 -9.55 37.87 40.40
JPM Asia Growth B Acc 5 37.80 21.27 -9.07 38.53 41.10
JPM Asia Growth B Inc 5 37.80 - - - -
JPM Asia Growth C Acc 5 38.22 21.59 -8.79 38.87 41.46
JPM Asia Growth C Inc 5 38.11 21.57 -8.85 38.91 41.43
JPM Balanced Managed C Acc 1 12.75 7.37 3.00 12.79 -
JPM Balanced Managed C Inc 1 12.73 7.39 3.01 12.66 -
JPM Balanced Managed I Acc 1 12.88 7.55 3.25 12.96 20.05
JPM Balanced Total Return A Acc 1 11.06 -0.67 -0.13 7.28 -3.50
JPM Balanced Total Return A Inc 1 11.01 -0.64 -0.12 7.27 -3.53
JPM Balanced Total Return B Acc 1 - - - - -
JPM Balanced Total Return B Inc 1 - - - - -
JPM Balanced Total Return C Acc 1 - - - - -
JPM Balanced Total Return C Inc 1 - - - - -
JPM Balanced Total Return I Acc 1 11.97 0.36 0.72 8.24 -2.83
JPM Balanced Total Return I Inc 1 12.08 0.35 0.76 8.22 -2.87
JPM Diversified Growth A Acc 1 4.70 11.45 -7.10 14.40 26.45
JPM Diversified Growth B Acc 1 4.96 11.68 -6.89 14.99 27.10
JPM Diversified Growth C Acc 1 4.85 11.56 -6.89 15.13 27.37
JPM Diversified Growth X Acc 1 - - - - -
JPM Diversified Real Return A Acc 1 2.16 9.51 -0.50 1.81 2.83
JPM Diversified Real Return A Inc 1 2.15 9.50 -0.50 1.83 2.82
JPM Diversified Real Return C Acc 1 2.79 10.11 0.00 2.14 3.03
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
JOHCM Rgn Gbl Eq Impct Sln Y Acc GBP 50,000,000 0 0.00 0.63 1.00 1.000
JOHCM UK Dynamic A Acc GBP 1,000 0 5.00 0.75 0.79 0.790
JOHCM UK Dynamic A Inc GBP 1,000 0 5.00 0.75 0.79 0.790
JOHCM UK Dynamic B Acc GBP 1,000 0 5.00 1.25 1.29 1.290
JOHCM UK Dynamic B Inc GBP 1,000 0 5.00 1.25 1.29 1.290
JOHCM UK Dynamic X Acc GBP 100,000,000 0 5.00 0.53 0.57 0.570
JOHCM UK Dynamic X Inc GBP 100,000,000 0 5.00 0.53 0.57 0.570
JOHCM UK Dynamic Y Acc GBP 50,000,000 0 5.00 0.63 0.66 0.660
JOHCM UK Dynamic Y Inc GBP 50,000,000 0 5.00 0.63 0.66 0.660
JOHCM UK Equity Income A Acc GBP 1,000 0 5.00 0.75 0.80 0.800
JOHCM UK Equity Income A Inc GBP 1,000 0 5.00 0.75 0.80 0.800
JOHCM UK Equity Income B Acc GBP 1,000 0 5.00 1.25 1.30 1.300
JOHCM UK Equity Income B Inc GBP 1,000 0 5.00 1.25 1.30 1.300
JOHCM UK Equity Income X I GBP GBP 0 0 - 0.55 0.60 0.600
JOHCM UK Equity Income Y Acc GBP 50,000,000 0 5.00 0.63 0.67 0.670
JOHCM UK Equity Income Y Inc GBP 50,000,000 0 5.00 0.63 0.67 0.670
JOHCM UK Opportunities A Acc GBP 1,000 0 5.00 0.75 0.88 0.880
JOHCM UK Opportunities A Inc GBP 1,000 0 5.00 0.75 0.88 0.880
JOHCM UK Opportunities B Acc GBP 1,000 0 5.00 1.25 1.38 1.380
JOHCM UK Opportunities B Inc GBP 1,000 0 5.00 1.25 1.38 1.380
JOHCM UK Opportunities X Acc GBP 50,000,000 0 5.00 0.60 0.72 0.720
JOHCM UK Opportunities X Inc GBP 50,000,000 0 5.00 0.60 0.73 0.730
JOHCM UK Opportunities Y Acc GBP 50,000,000 0 5.00 0.63 0.75 0.750
JOHCM UK Opportunities Y Inc GBP 50,000,000 0 5.00 0.63 0.75 0.750
Joral Global Growth Acc GBX 100,000 0 5.00 - - -
Joral Global Growth Inc GBX 100,000 0 5.00 - - -
JPM Asia Growth A Acc GBX 1,000 100 0.00 1.50 1.65 1.630
JPM Asia Growth A Inc GBX 1,000 100 0.00 1.50 1.65 1.650
JPM Asia Growth B Acc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM Asia Growth B Inc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM Asia Growth C Acc GBX 5,000,000 100,000 0.00 0.75 0.90 0.890
JPM Asia Growth C Inc GBX 5,000,000 100,000 0.00 0.75 0.90 0.900
JPM Balanced Managed C Acc GBX 5,000,000 100,000 0.00 0.65 0.83 0.830
JPM Balanced Managed C Inc GBX 5,000,000 100,000 0.00 0.65 0.83 0.830
JPM Balanced Managed I Acc GBX 20,000,000 100,000 0.00 0.65 0.65 0.650
JPM Balanced Total Return A Acc GBX 1,000 100 3.00 1.50 1.68 -
JPM Balanced Total Return A Inc GBX 1,000 100 3.00 1.50 1.68 -
JPM Balanced Total Return B Acc GBX 1,000,000 100,000 0.00 1.00 1.18 -
JPM Balanced Total Return B Inc GBX 1,000,000 100,000 0.00 1.00 - -
JPM Balanced Total Return C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 -
JPM Balanced Total Return C Inc GBX 5,000,000 100,000 0.00 0.75 0.93 -
JPM Balanced Total Return I Acc GBX 20,000,000 100,000 0.00 0.75 0.75 -
JPM Balanced Total Return I Inc GBX 20,000,000 100,000 0.00 0.75 0.75 -
JPM Diversified Growth A Acc GBX 1,000 100 0.00 0.70 0.85 0.890
JPM Diversified Growth B Acc GBX 1,000,000 100,000 0.00 0.45 0.60 0.650
JPM Diversified Growth C Acc GBX 5,000,000 100,000 0.00 0.35 0.50 0.550
JPM Diversified Growth X Acc GBX 0 0 - - - -
JPM Diversified Real Return A Acc GBX 1,000 100 3.00 1.25 1.43 1.460
JPM Diversified Real Return A Inc GBX 1,000 100 3.00 1.25 1.43 1.460
JPM Diversified Real Return C Acc GBX 5,000,000 100,000 0.00 0.65 0.83 0.860
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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