MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
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
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Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
JPM Multi Asset Inc A Acc Mixed Investment 20-60% Shares 2 0.88 3.24
JPM Multi Asset Inc A Inc Mixed Investment 20-60% Shares 2 0.88 3.31
JPM Multi Asset Inc A Mnthly Mixed Investment 20-60% Shares 2 0.90 3.36
JPM Multi Asset Inc B Acc Mixed Investment 20-60% Shares 2 1.24 3.01
JPM Multi Asset Inc B Inc Mixed Investment 20-60% Shares 2 1.29 3.30
JPM Multi Asset Inc B Mnthly Mixed Investment 20-60% Shares 2 1.28 3.34
JPM Multi Asset Inc C Acc Mixed Investment 20-60% Shares 2 1.48 3.28
JPM Multi Asset Inc C Inc Mixed Investment 20-60% Shares 2 1.46 3.35
JPM Multi Asset Inc C Mnthly Mixed Investment 20-60% Shares 2 1.44 3.35
JPM Multi Asset Inc G Acc Mixed Investment 20-60% Shares 2 1.47 3.23
JPM Multi Asset Inc G Inc Mixed Investment 20-60% Shares 2 1.51 3.31
JPM Multi Asset Inc G Monthly Inc Mixed Investment 20-60% Shares 2 1.53 3.35
JPM Multi Asset Inc X Acc Mixed Investment 20-60% Shares 2 2.11 3.31
JPM Multi Asset Inc X Inc Mixed Investment 20-60% Shares 2 2.08 3.37
JPM Multi Manager Growth A Acc Global 3 17.24 0.76
JPM Multi Manager Growth A Inc Global 3 17.30 0.78
JPM Multi Manager Growth B Acc Global 3 17.82 1.06
JPM Multi Manager Growth B Inc Global 3 17.85 1.08
JPM Multi Manager Growth C Acc Global 3 17.84 1.17
JPM Multi Manager Growth C Inc Global 3 17.97 1.23
JPM Multi Manager Growth X Acc Global 3 18.73 1.72
JPM Natural Resources A Acc Specialist 4 3.69 2.18
JPM Natural Resources A Inc Specialist 4 3.55 2.13
JPM Natural Resources B Acc Specialist 4 4.10 2.56
JPM Natural Resources B Inc Specialist 4 4.10 2.61
JPM Natural Resources C Acc Specialist 4 4.43 2.87
JPM Natural Resources C Inc Specialist 4 4.37 2.89
JPM Sterling Corp Bd A Gr Acc Sterling Corporate Bond 3 4.80 0.87
JPM Sterling Corp Bd A Gr Inc Sterling Corporate Bond 3 4.73 0.87
JPM Sterling Corp Bd B Acc Sterling Corporate Bond 3 5.08 1.22
JPM Sterling Corp Bd B Gr Inc Sterling Corporate Bond 3 5.06 1.22
JPM Sterling Corp Bd C Gr Acc Sterling Corporate Bond 3 5.21 1.37
JPM Sterling Corp Bd C Gr Inc Sterling Corporate Bond 3 5.25 1.37
JPM Sterling Corp Bd I Gr Acc Sterling Corporate Bond 3 0.00 1.63
JPM Sterling Corp Bd I Gr Inc Sterling Corporate Bond 3 5.44 1.63
JPM Sterling Corp Bd X2 Gr Acc Sterling Corporate Bond 3 5.77 1.99
JPM The Bond For Charities I Global Bonds 5 14.17 3.55
JPM The UK Equity For Charities I UK All Companies 3 9.48 3.71
JPM UK Dynamic A Acc UK All Companies 1 -14.18 2.29
JPM UK Dynamic A Inc UK All Companies 1 -14.28 2.20
JPM UK Dynamic B Acc UK All Companies 1 -13.83 2.67
JPM UK Dynamic B Inc UK All Companies 1 -13.82 2.67
JPM UK Dynamic C Acc UK All Companies 1 -13.61 2.96
JPM UK Dynamic C Inc UK All Companies 1 -13.55 3.05
JPM UK Dynamic X Acc UK All Companies 1 0.00 3.04
JPM UK Equity & Bond Income A Acc UK Equity & Bond Income 4 8.93 3.39
JPM UK Equity & Bond Income A Inc UK Equity & Bond Income 4 8.50 3.48
JPM UK Equity & Bond Income B Acc UK Equity & Bond Income 4 9.40 3.37
JPM UK Equity & Bond Income B Inc UK Equity & Bond Income 4 8.94 3.47
JPM UK Equity & Bond Income C Acc UK Equity & Bond Income 4 9.63 3.37
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
JPM Multi Asset Inc A Acc 0.00 -0.87 0.49 9.34 8.12 29/01/2021
JPM Multi Asset Inc A Inc -0.02 -0.85 0.52 9.32 8.12 29/01/2021
JPM Multi Asset Inc A Mnthly 0.00 -0.86 0.52 9.36 8.14 29/01/2021
JPM Multi Asset Inc B Acc 0.00 -0.84 0.57 9.45 8.34 29/01/2021
JPM Multi Asset Inc B Inc 0.00 -0.84 0.56 9.45 8.36 29/01/2021
JPM Multi Asset Inc B Mnthly 0.00 -0.85 0.55 9.45 8.34 29/01/2021
JPM Multi Asset Inc C Acc 0.00 -0.88 0.57 9.50 8.45 29/01/2021
JPM Multi Asset Inc C Inc 0.00 -0.87 0.53 9.43 8.43 29/01/2021
JPM Multi Asset Inc C Mnthly 0.00 -0.79 0.59 9.50 8.39 29/01/2021
JPM Multi Asset Inc G Acc 0.00 -0.81 0.57 9.54 8.49 29/01/2021
JPM Multi Asset Inc G Inc 0.00 -0.86 0.53 9.49 8.40 29/01/2021
JPM Multi Asset Inc G Monthly Inc 0.00 -0.87 0.59 9.56 8.46 29/01/2021
JPM Multi Asset Inc X Acc 0.00 -0.79 0.60 9.66 8.79 29/01/2021
JPM Multi Asset Inc X Inc 0.00 -0.86 0.58 9.65 8.75 29/01/2021
JPM Multi Manager Growth A Acc 0.30 -2.73 -1.46 13.22 18.48 29/01/2021
JPM Multi Manager Growth A Inc 0.33 -2.72 -1.46 13.20 18.60 29/01/2021
JPM Multi Manager Growth B Acc 0.29 -2.71 -1.41 13.34 18.81 29/01/2021
JPM Multi Manager Growth B Inc 0.33 -2.70 -1.37 13.33 18.84 29/01/2021
JPM Multi Manager Growth C Acc 0.26 -2.74 -1.46 13.34 18.83 29/01/2021
JPM Multi Manager Growth C Inc 0.28 -2.72 -1.44 13.37 18.88 29/01/2021
JPM Multi Manager Growth X Acc 0.25 -2.70 -1.37 13.51 19.29 29/01/2021
JPM Natural Resources A Acc 0.97 -4.35 0.32 25.05 8.82 29/01/2021
JPM Natural Resources A Inc 0.96 -4.37 0.31 24.99 8.75 29/01/2021
JPM Natural Resources B Acc 0.96 -4.34 0.35 25.17 9.04 29/01/2021
JPM Natural Resources B Inc 0.95 -4.35 0.36 25.18 9.03 29/01/2021
JPM Natural Resources C Acc 0.95 -4.35 0.38 25.28 9.21 29/01/2021
JPM Natural Resources C Inc 0.95 -4.34 0.38 25.25 9.20 29/01/2021
JPM Sterling Corp Bd A Gr Acc -0.37 -0.28 -0.83 1.52 1.42 29/01/2021
JPM Sterling Corp Bd A Gr Inc -0.36 -0.28 -0.82 1.47 1.37 29/01/2021
JPM Sterling Corp Bd B Acc -0.35 -0.27 -0.80 1.55 1.53 29/01/2021
JPM Sterling Corp Bd B Gr Inc -0.36 -0.28 -0.81 1.54 1.52 29/01/2021
JPM Sterling Corp Bd C Gr Acc -0.39 -0.26 -0.78 1.59 1.59 29/01/2021
JPM Sterling Corp Bd C Gr Inc -0.36 -0.29 -0.78 1.61 1.56 29/01/2021
JPM Sterling Corp Bd I Gr Acc -0.28 -0.28 -0.74 1.60 1.70 29/01/2021
JPM Sterling Corp Bd I Gr Inc -0.34 -0.26 -0.76 1.62 1.72 29/01/2021
JPM Sterling Corp Bd X2 Gr Acc -0.35 -0.26 -0.79 1.70 1.88 29/01/2021
JPM The Bond For Charities I -0.55 - -0.99 6.29 10.94 12/09/2016
JPM The UK Equity For Charities I 0.78 1.55 2.05 6.25 10.70 08/09/2016
JPM UK Dynamic A Acc -0.06 -3.58 -3.47 17.80 11.88 29/01/2021
JPM UK Dynamic A Inc -0.08 -3.58 -3.51 17.77 11.81 29/01/2021
JPM UK Dynamic B Acc 0.00 -3.54 -3.39 18.01 12.11 29/01/2021
JPM UK Dynamic B Inc 0.00 -3.54 -3.39 18.05 12.16 29/01/2021
JPM UK Dynamic C Acc -0.05 -3.57 -3.42 18.04 12.23 29/01/2021
JPM UK Dynamic C Inc 0.00 -3.49 -3.35 18.08 12.31 29/01/2021
JPM UK Dynamic X Acc 0.00 -3.58 -3.31 - - 29/01/2021
JPM UK Equity & Bond Income A Acc -0.12 0.78 0.78 2.89 1.58 15/12/2017
JPM UK Equity & Bond Income A Inc -0.53 0.36 0.41 2.51 1.19 15/12/2017
JPM UK Equity & Bond Income B Acc -0.12 0.77 0.88 3.01 1.78 15/12/2017
JPM UK Equity & Bond Income B Inc -0.53 0.36 0.43 2.60 1.38 15/12/2017
JPM UK Equity & Bond Income C Acc -0.12 0.74 0.87 3.04 1.88 15/12/2017
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
JPM Multi Asset Inc A Acc 2 0.88 9.49 -5.15 8.46 10.80
JPM Multi Asset Inc A Inc 2 0.88 9.48 -5.15 8.44 10.80
JPM Multi Asset Inc A Mnthly 2 0.90 9.46 -5.13 8.44 10.79
JPM Multi Asset Inc B Acc 2 1.24 9.97 -4.80 8.89 11.23
JPM Multi Asset Inc B Inc 2 1.29 9.93 -4.78 8.89 11.22
JPM Multi Asset Inc B Mnthly 2 1.28 9.89 -4.77 8.88 11.24
JPM Multi Asset Inc C Acc 2 1.48 10.12 -4.59 8.98 11.39
JPM Multi Asset Inc C Inc 2 1.46 10.13 -4.60 8.96 11.36
JPM Multi Asset Inc C Mnthly 2 1.44 10.09 -4.70 9.00 11.42
JPM Multi Asset Inc G Acc 2 1.47 10.16 -4.58 9.11 11.47
JPM Multi Asset Inc G Inc 2 1.51 10.06 -4.53 9.14 11.46
JPM Multi Asset Inc G Monthly Inc 2 1.53 10.17 -4.60 9.10 11.43
JPM Multi Asset Inc X Acc 2 2.11 10.80 -4.06 9.79 12.13
JPM Multi Asset Inc X Inc 2 2.08 10.77 - - -
JPM Multi Manager Growth A Acc 3 17.24 16.99 -4.05 20.66 23.32
JPM Multi Manager Growth A Inc 3 17.30 17.02 -4.03 20.66 23.31
JPM Multi Manager Growth B Acc 3 17.82 17.47 -3.71 21.17 23.85
JPM Multi Manager Growth B Inc 3 17.85 17.41 -3.69 21.20 23.86
JPM Multi Manager Growth C Acc 3 17.84 17.60 -3.51 21.39 24.09
JPM Multi Manager Growth C Inc 3 17.97 17.68 -3.49 21.41 24.05
JPM Multi Manager Growth X Acc 3 18.73 18.41 -2.78 22.31 24.90
JPM Natural Resources A Acc 4 3.69 5.11 -10.41 6.08 105.22
JPM Natural Resources A Inc 4 3.55 5.00 -10.48 6.05 105.18
JPM Natural Resources B Acc 4 4.10 5.50 -10.03 6.60 106.28
JPM Natural Resources B Inc 4 4.10 - - - -
JPM Natural Resources C Acc 4 4.43 5.85 -9.73 6.86 106.78
JPM Natural Resources C Inc 4 4.37 5.78 -9.82 6.86 106.74
JPM Sterling Corp Bd A Gr Acc 3 4.80 10.45 -1.57 5.21 7.54
JPM Sterling Corp Bd A Gr Inc 3 4.73 10.47 -1.61 5.22 7.53
JPM Sterling Corp Bd B Acc 3 5.08 - - - -
JPM Sterling Corp Bd B Gr Inc 3 5.06 10.85 -1.27 5.58 7.87
JPM Sterling Corp Bd C Gr Acc 3 5.21 11.03 -1.13 5.72 8.08
JPM Sterling Corp Bd C Gr Inc 3 5.25 11.00 -1.14 5.77 7.96
JPM Sterling Corp Bd I Gr Acc 3 - - - - -
JPM Sterling Corp Bd I Gr Inc 3 5.44 11.28 -0.91 6.02 8.34
JPM Sterling Corp Bd X2 Gr Acc 3 5.77 - - - -
JPM The Bond For Charities I 5 14.17 6.65 6.81 -0.52 9.94
JPM The UK Equity For Charities I 3 9.48 1.42 9.67 25.76 14.37
JPM UK Dynamic A Acc 1 -14.18 13.33 -12.23 14.81 17.31
JPM UK Dynamic A Inc 1 -14.28 13.21 -12.30 14.75 17.33
JPM UK Dynamic B Acc 1 -13.83 13.84 -11.88 15.38 17.88
JPM UK Dynamic B Inc 1 -13.82 - - - -
JPM UK Dynamic C Acc 1 -13.61 14.13 -11.61 15.67 18.21
JPM UK Dynamic C Inc 1 -13.55 14.18 -11.62 15.67 18.17
JPM UK Dynamic X Acc 1 - - - - -
JPM UK Equity & Bond Income A Acc 4 8.93 10.12 4.42 3.49 16.13
JPM UK Equity & Bond Income A Inc 4 8.50 10.18 4.43 3.46 16.16
JPM UK Equity & Bond Income B Acc 4 9.40 10.69 4.98 3.94 -
JPM UK Equity & Bond Income B Inc 4 8.94 10.73 4.95 3.98 16.71
JPM UK Equity & Bond Income C Acc 4 9.63 10.99 5.19 4.18 17.07
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
JPM Multi Asset Inc A Acc GBX 1,000 100 0.00 1.25 1.40 1.400
JPM Multi Asset Inc A Inc GBX 1,000 100 0.00 1.25 1.40 1.400
JPM Multi Asset Inc A Mnthly GBX 3,000 500 0.00 1.25 1.40 1.400
JPM Multi Asset Inc B Acc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM Multi Asset Inc B Inc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM Multi Asset Inc B Mnthly GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM Multi Asset Inc C Acc GBX 5,000,000 100,000 0.00 0.65 0.80 0.740
JPM Multi Asset Inc C Inc GBX 5,000,000 100,000 0.00 0.65 0.80 0.750
JPM Multi Asset Inc C Mnthly GBX 5,000,000 100,000 0.00 0.65 0.80 0.800
JPM Multi Asset Inc G Acc GBX 0 0 0.00 0.56 0.71 0.710
JPM Multi Asset Inc G Inc GBX 0 0 0.00 0.56 0.71 0.710
JPM Multi Asset Inc G Monthly Inc GBX 0 0 0.00 0.56 0.71 0.710
JPM Multi Asset Inc X Acc GBX 0 0 0.00 0.00 0.06 0.050
JPM Multi Asset Inc X Inc GBX 0 0 0.00 0.00 0.06 0.060
JPM Multi Manager Growth A Acc GBX 1,000 100 0.00 1.25 1.40 1.320
JPM Multi Manager Growth A Inc GBX 1,000 100 0.00 1.25 1.40 1.300
JPM Multi Manager Growth B Acc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM Multi Manager Growth B Inc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM Multi Manager Growth C Acc GBX 5,000,000 100,000 0.00 0.65 0.80 0.770
JPM Multi Manager Growth C Inc GBX 5,000,000 100,000 0.00 0.65 0.80 0.710
JPM Multi Manager Growth X Acc GBX 0 0 0.00 0.00 0.06 0.040
JPM Natural Resources A Acc GBX 1,000 100 0.00 1.50 1.65 1.550
JPM Natural Resources A Inc GBX 1,000 100 0.00 1.50 1.65 1.650
JPM Natural Resources B Acc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM Natural Resources B Inc GBX 1,000,000 100,000 0.00 1.00 1.15 1.180
JPM Natural Resources C Acc GBX 5,000,000 100,000 0.00 0.75 0.90 0.820
JPM Natural Resources C Inc GBX 5,000,000 100,000 0.00 0.75 0.90 0.900
JPM Sterling Corp Bd A Gr Acc GBX 1,000 100 0.00 0.80 0.95 0.910
JPM Sterling Corp Bd A Gr Inc GBX 1,000 100 0.00 0.80 0.95 0.950
JPM Sterling Corp Bd B Acc GBX 1,000,000 100,000 0.00 0.52 0.67 0.830
JPM Sterling Corp Bd B Gr Inc GBX 1,000,000 100,000 0.00 0.52 0.67 0.670
JPM Sterling Corp Bd C Gr Acc GBX 5,000,000 100,000 0.00 0.40 0.55 0.520
JPM Sterling Corp Bd C Gr Inc GBX 5,000,000 100,000 0.00 0.40 0.55 0.530
JPM Sterling Corp Bd I Gr Acc GBX 20,000,000 100,000 0.00 0.40 0.40 0.400
JPM Sterling Corp Bd I Gr Inc GBX 20,000,000 100,000 0.00 0.40 0.40 0.400
JPM Sterling Corp Bd X2 Gr Acc GBX 0 0 0.00 - 0.04 0.040
JPM The Bond For Charities I GBX 20,000 0 0.00 0.35 0.52 -
JPM The UK Equity For Charities I GBX 20,000 0 0.00 0.50 0.65 -
JPM UK Dynamic A Acc GBX 1,000 100 0.00 1.50 1.65 1.550
JPM UK Dynamic A Inc GBX 1,000 100 0.00 1.50 1.65 1.650
JPM UK Dynamic B Acc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM UK Dynamic B Inc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM UK Dynamic C Acc GBX 5,000,000 100,000 0.00 0.75 0.90 0.850
JPM UK Dynamic C Inc GBX 5,000,000 100,000 0.00 0.75 0.90 0.830
JPM UK Dynamic X Acc GBX 0 0 - - - -
JPM UK Equity & Bond Income A Acc GBX 1,000 100 3.00 1.20 1.38 1.380
JPM UK Equity & Bond Income A Inc GBX 1,000 100 3.00 1.20 1.38 1.380
JPM UK Equity & Bond Income B Acc GBX 1,000,000 100,000 0.00 0.80 0.98 0.980
JPM UK Equity & Bond Income B Inc GBX 1,000,000 100,000 0.00 0.80 0.98 0.980
JPM UK Equity & Bond Income C Acc GBX 5,000,000 100,000 0.00 0.60 0.78 0.780
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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