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 (%)
Jupiter Fund of Inv Trusts I Acc Global 3 23.08 0.60
Jupiter Fund of Inv Trusts I Inc Global 3 23.09 0.60
Jupiter Fund of Inv Trusts J Acc Global 3 22.42 0.00
Jupiter Fund of Inv Trusts J Inc Global 3 22.42 0.00
Jupiter Fund of Inv Trusts L A Global 3 22.17 0.00
Jupiter Fund of Inv Trusts L I Global 3 22.17 0.00
Jupiter Gbl Fin Invo I Acc Specialist 5 20.73 0.00
Jupiter Gbl Fin Invo J Acc Specialist 5 16.09 0.00
Jupiter Gbl Fin Invo L A Specialist 5 15.98 0.00
Jupiter Gbl Sust Eqs I Acc Global 0.00 0.60
Jupiter Gbl Sust Eqs I Inc Global 0.00 0.60
Jupiter Gbl Sust Eqs J Acc Global 0.00 0.60
Jupiter Gbl Sust Eqs J Inc Global 0.00 0.60
Jupiter Gbl Sust Eqs P Acc Global 13.43 0.60
Jupiter Gbl Sust Eqs P Inc Global 13.38 0.60
Jupiter Gbl Sust Eqs R Acc Global 0.00 0.60
Jupiter Gbl Sust Eqs R Inc Global 0.00 0.60
Jupiter Global Emerging Mkt I Acc Global Emerging Markets 1 10.80 1.70
Jupiter Global Emerging Mkt I Inc Global Emerging Markets 1 10.78 1.70
Jupiter Global Emerging Mkt J Acc Global Emerging Markets 1 10.21 0.90
Jupiter Global Emerging Mkt J Inc Global Emerging Markets 1 10.15 0.90
Jupiter Global Emerging Mkt L A Global Emerging Markets 1 9.97 0.90
Jupiter Global Emerging Mkt L I Global Emerging Markets 1 9.95 0.90
Jupiter Global Energy Acc Specialist -10.53 0.00
Jupiter Global Energy I Acc Specialist -9.82 0.40
Jupiter Global Equity Income I Acc Global Equity Income 1 1.74 3.00
Jupiter Global Equity Income I Inc Global Equity Income 1 1.76 3.00
Jupiter Global Equity Income J Acc Global Equity Income 1 1.26 3.00
Jupiter Global Equity Income J Inc Global Equity Income 1 1.21 3.00
Jupiter Global Equity Income L A Global Equity Income 1 1.00 3.00
Jupiter Global Equity Income L I Global Equity Income 1 1.01 3.00
Jupiter Global Managed I Acc Global 3 9.21 1.20
Jupiter Global Managed I Inc Global 3 9.20 1.20
Jupiter Global Managed J Acc Global 3 8.60 0.50
Jupiter Global Managed J Inc Global 3 8.60 0.50
Jupiter Global Managed L A Global 3 8.38 0.50
Jupiter Global Managed L I Global 3 8.39 0.50
Jupiter Global Value Equity I Acc Global 0.92 1.40
Jupiter Global Value Equity I Inc Global 0.91 1.40
Jupiter Global Value Equity J Acc Global 0.39 0.00
Jupiter Global Value Equity J Inc Global 0.40 0.30
Jupiter Global Value Equity L A Global 0.12 0.00
Jupiter Global Value Equity L I Global 0.20 0.30
Jupiter Global Value Equity X Acc Global 1.34 1.80
Jupiter Global Value Equity X Inc Global 1.36 1.70
Jupiter Growth & Income I Acc UK All Companies 1 -13.91 2.90
Jupiter Growth & Income I Inc UK All Companies 1 -13.88 3.60
Jupiter Growth & Income J Acc UK All Companies 1 -14.37 3.90
Jupiter Growth & Income J Inc UK All Companies 1 -14.35 3.20
Jupiter Growth & Income L A UK All Companies 1 -14.54 3.90
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Jupiter Fund of Inv Trusts I Acc 0.31 -3.33 -1.60 16.02 26.18 29/01/2021
Jupiter Fund of Inv Trusts I Inc 0.31 -3.33 -1.60 16.01 26.17 29/01/2021
Jupiter Fund of Inv Trusts J Acc 0.31 -3.33 -1.64 15.88 25.89 29/01/2021
Jupiter Fund of Inv Trusts J Inc 0.31 -3.33 -1.63 15.88 25.89 29/01/2021
Jupiter Fund of Inv Trusts L A 0.31 -3.34 -1.66 15.79 25.70 29/01/2021
Jupiter Fund of Inv Trusts L I 0.31 -3.34 -1.66 15.79 25.70 29/01/2021
Jupiter Gbl Fin Invo I Acc 2.04 -4.56 -3.98 16.54 15.12 29/01/2021
Jupiter Gbl Fin Invo J Acc 2.04 -4.57 -4.01 16.43 13.78 29/01/2021
Jupiter Gbl Fin Invo L A 2.04 -4.57 -4.01 16.39 15.08 29/01/2021
Jupiter Gbl Sust Eqs I Acc 0.45 -3.19 -2.65 5.69 7.24 29/01/2021
Jupiter Gbl Sust Eqs I Inc 0.45 -3.20 -2.65 5.69 7.22 29/01/2021
Jupiter Gbl Sust Eqs J Acc 0.45 -3.20 -2.69 5.57 6.99 29/01/2021
Jupiter Gbl Sust Eqs J Inc 0.45 -3.20 -2.69 5.57 6.95 29/01/2021
Jupiter Gbl Sust Eqs P Acc 0.46 -3.18 -2.63 5.77 7.40 29/01/2021
Jupiter Gbl Sust Eqs P Inc 0.45 -3.19 -2.63 5.76 7.37 29/01/2021
Jupiter Gbl Sust Eqs R Acc 0.45 -3.21 -2.71 5.50 6.84 29/01/2021
Jupiter Gbl Sust Eqs R Inc 0.45 -3.21 -2.71 5.47 6.77 29/01/2021
Jupiter Global Emerging Mkt I Acc -0.92 -4.19 3.88 23.59 27.14 29/01/2021
Jupiter Global Emerging Mkt I Inc -0.91 -4.18 3.89 23.59 27.16 29/01/2021
Jupiter Global Emerging Mkt J Acc -0.92 -4.18 3.85 23.45 26.87 29/01/2021
Jupiter Global Emerging Mkt J Inc -0.93 -4.20 3.83 23.44 26.85 29/01/2021
Jupiter Global Emerging Mkt L A -0.92 -4.19 3.82 23.37 26.70 29/01/2021
Jupiter Global Emerging Mkt L I -0.92 -4.19 3.82 23.37 26.69 29/01/2021
Jupiter Global Energy Acc -0.03 -3.95 -3.78 -11.05 -12.46 07/11/2014
Jupiter Global Energy I Acc -0.02 -3.96 -3.74 -10.87 -12.13 07/11/2014
Jupiter Global Equity Income I Acc -0.11 -2.28 0.72 12.79 8.20 29/01/2021
Jupiter Global Equity Income I Inc -0.12 -2.28 0.72 12.78 8.21 29/01/2021
Jupiter Global Equity Income J Acc -0.11 -2.29 0.69 12.67 7.96 29/01/2021
Jupiter Global Equity Income J Inc -0.11 -2.29 0.68 12.67 7.97 29/01/2021
Jupiter Global Equity Income L A -0.11 -2.29 0.66 12.58 7.79 29/01/2021
Jupiter Global Equity Income L I -0.12 -2.29 0.65 12.59 7.81 29/01/2021
Jupiter Global Managed I Acc 0.65 -2.83 -0.92 10.36 10.79 29/01/2021
Jupiter Global Managed I Inc 0.65 -2.83 -0.92 10.36 10.78 29/01/2021
Jupiter Global Managed J Acc 0.65 -2.83 -0.96 10.24 10.54 29/01/2021
Jupiter Global Managed J Inc 0.64 -2.84 -0.95 10.24 10.53 29/01/2021
Jupiter Global Managed L A 0.64 -2.84 -0.98 10.15 10.37 29/01/2021
Jupiter Global Managed L I 0.65 -2.84 -0.98 10.16 10.37 29/01/2021
Jupiter Global Value Equity I Acc -0.32 -1.08 -1.15 18.20 14.23 29/01/2021
Jupiter Global Value Equity I Inc -0.32 -1.08 -1.14 18.20 14.23 29/01/2021
Jupiter Global Value Equity J Acc -0.31 -1.08 -1.17 18.08 13.99 29/01/2021
Jupiter Global Value Equity J Inc -0.32 -1.10 -1.19 18.05 13.98 29/01/2021
Jupiter Global Value Equity L A -0.33 -1.10 -1.21 17.97 13.73 29/01/2021
Jupiter Global Value Equity L I -0.32 -1.10 -1.22 17.98 13.81 29/01/2021
Jupiter Global Value Equity X Acc -0.30 -1.06 -1.10 18.33 14.47 29/01/2021
Jupiter Global Value Equity X Inc -0.32 -1.08 -1.12 18.31 14.45 29/01/2021
Jupiter Growth & Income I Acc 0.18 -3.32 -2.77 25.34 13.49 29/01/2021
Jupiter Growth & Income I Inc 0.18 -3.33 -2.77 25.35 13.50 29/01/2021
Jupiter Growth & Income J Acc 0.17 -3.33 -2.81 25.22 13.25 29/01/2021
Jupiter Growth & Income J Inc 0.16 -3.34 -2.82 25.19 13.23 29/01/2021
Jupiter Growth & Income L A 0.17 -3.34 -2.84 25.12 13.07 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Jupiter Fund of Inv Trusts I Acc 3 23.08 15.05 -7.11 26.42 21.69
Jupiter Fund of Inv Trusts I Inc 3 23.09 15.05 -7.12 26.45 21.69
Jupiter Fund of Inv Trusts J Acc 3 22.42 14.19 - - -
Jupiter Fund of Inv Trusts J Inc 3 22.42 14.19 -7.81 25.52 20.79
Jupiter Fund of Inv Trusts L A 3 22.17 14.19 - - -
Jupiter Fund of Inv Trusts L I 3 22.17 14.19 -7.81 25.52 20.79
Jupiter Gbl Fin Invo I Acc 5 20.73 25.62 -8.97 24.73 28.90
Jupiter Gbl Fin Invo J Acc 5 16.09 25.00 -9.42 24.18 28.29
Jupiter Gbl Fin Invo L A 5 15.98 25.00 -9.42 24.18 28.29
Jupiter Gbl Sust Eqs I Acc - - - - -
Jupiter Gbl Sust Eqs I Inc - - - - -
Jupiter Gbl Sust Eqs J Acc - - - - -
Jupiter Gbl Sust Eqs J Inc - - - - -
Jupiter Gbl Sust Eqs P Acc 13.43 29.73 - - -
Jupiter Gbl Sust Eqs P Inc 13.38 29.77 - - -
Jupiter Gbl Sust Eqs R Acc - - - - -
Jupiter Gbl Sust Eqs R Inc - - - - -
Jupiter Global Emerging Mkt I Acc 1 10.80 11.78 -19.08 18.76 54.35
Jupiter Global Emerging Mkt I Inc 1 10.78 11.79 -19.09 18.74 54.28
Jupiter Global Emerging Mkt J Acc 1 10.21 10.95 -19.69 17.88 53.21
Jupiter Global Emerging Mkt J Inc 1 10.15 10.95 -19.69 17.84 53.19
Jupiter Global Emerging Mkt L A 1 9.97 10.95 -19.69 17.88 53.21
Jupiter Global Emerging Mkt L I 1 9.95 10.95 -19.69 17.84 53.19
Jupiter Global Energy Acc -10.53 4.66 -1.30 - -
Jupiter Global Energy I Acc -9.82 5.42 -0.54 - -
Jupiter Global Equity Income I Acc 1 1.74 16.22 -6.78 12.95 32.95
Jupiter Global Equity Income I Inc 1 1.76 16.16 -6.79 12.98 32.97
Jupiter Global Equity Income J Acc 1 1.26 15.34 -7.46 12.12 31.94
Jupiter Global Equity Income J Inc 1 1.21 15.31 -7.48 12.10 31.98
Jupiter Global Equity Income L A 1 1.00 15.34 -7.46 12.12 31.94
Jupiter Global Equity Income L I 1 1.01 15.31 -7.48 12.10 31.98
Jupiter Global Managed I Acc 3 9.21 23.77 -2.24 11.47 32.54
Jupiter Global Managed I Inc 3 9.20 23.76 -2.23 11.47 32.56
Jupiter Global Managed J Acc 3 8.60 22.85 -2.97 10.68 31.58
Jupiter Global Managed J Inc 3 8.60 22.84 -2.97 10.67 31.58
Jupiter Global Managed L A 3 8.38 22.85 -2.97 10.68 31.58
Jupiter Global Managed L I 3 8.39 22.84 -2.97 10.67 31.58
Jupiter Global Value Equity I Acc 0.92 4.80 - - -
Jupiter Global Value Equity I Inc 0.91 4.81 - - -
Jupiter Global Value Equity J Acc 0.39 4.00 - - -
Jupiter Global Value Equity J Inc 0.40 4.01 - - -
Jupiter Global Value Equity L A 0.12 4.00 - - -
Jupiter Global Value Equity L I 0.20 4.01 - - -
Jupiter Global Value Equity X Acc 1.34 5.21 - - -
Jupiter Global Value Equity X Inc 1.36 5.20 - - -
Jupiter Growth & Income I Acc 1 -13.91 12.80 -14.54 8.84 12.91
Jupiter Growth & Income I Inc 1 -13.88 12.80 -14.57 8.93 12.96
Jupiter Growth & Income J Acc 1 -14.37 11.96 - - -
Jupiter Growth & Income J Inc 1 -14.35 11.95 -15.20 8.14 12.11
Jupiter Growth & Income L A 1 -14.54 11.96 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Jupiter Fund of Inv Trusts I Acc GBX 5,000,000 50,000 0.00 0.75 2.34 0.990
Jupiter Fund of Inv Trusts I Inc GBX 5,000,000 50,000 0.00 0.75 2.34 0.990
Jupiter Fund of Inv Trusts J Acc GBX 500 250 0.00 1.20 2.79 1.440
Jupiter Fund of Inv Trusts J Inc GBX 500 250 0.00 1.20 2.79 1.440
Jupiter Fund of Inv Trusts L A GBX 500 250 0.00 1.50 3.09 1.740
Jupiter Fund of Inv Trusts L I GBX 500 250 0.00 1.50 3.09 1.740
Jupiter Gbl Fin Invo I Acc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Gbl Fin Invo J Acc GBX 500 250 0.00 1.20 1.45 1.440
Jupiter Gbl Fin Invo L A GBX 500 250 0.00 1.25 1.49 1.490
Jupiter Gbl Sust Eqs I Acc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Gbl Sust Eqs I Inc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Gbl Sust Eqs J Acc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Gbl Sust Eqs J Inc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Gbl Sust Eqs P Acc GBX 5,000,000 50,000 0.00 0.55 0.71 0.710
Jupiter Gbl Sust Eqs P Inc GBX 5,000,000 50,000 0.00 0.55 0.71 0.710
Jupiter Gbl Sust Eqs R Acc GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Gbl Sust Eqs R Inc GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Global Emerging Mkt I Acc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Global Emerging Mkt I Inc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Global Emerging Mkt J Acc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Global Emerging Mkt J Inc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Global Emerging Mkt L A GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Global Emerging Mkt L I GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Global Energy Acc GBX 500 0 5.25 1.50 1.91 1.810
Jupiter Global Energy I Acc GBX 5,000,000 0 5.25 0.75 1.16 1.060
Jupiter Global Equity Income I Acc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Global Equity Income I Inc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Global Equity Income J Acc GBX 500 250 0.00 1.20 1.56 1.440
Jupiter Global Equity Income J Inc GBX 500 250 0.00 1.20 1.56 1.440
Jupiter Global Equity Income L A GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Global Equity Income L I GBX 500 250 0.00 1.50 1.74 1.740
Jupiter Global Managed I Acc GBX 5,000,000 50,000 0.00 0.75 0.97 0.970
Jupiter Global Managed I Inc GBX 5,000,000 50,000 0.00 0.75 0.97 0.970
Jupiter Global Managed J Acc GBX 500 250 0.00 1.20 1.42 1.420
Jupiter Global Managed J Inc GBX 500 250 0.00 1.20 1.42 1.420
Jupiter Global Managed L A GBX 500 250 0.00 1.50 1.72 1.720
Jupiter Global Managed L I GBX 500 250 0.00 1.50 1.72 1.720
Jupiter Global Value Equity I Acc GBX 5,000,000 50,000 0.00 0.75 0.93 0.930
Jupiter Global Value Equity I Inc GBX 5,000,000 50,000 0.00 0.75 0.93 0.930
Jupiter Global Value Equity J Acc GBX 500 250 0.00 1.20 1.38 1.380
Jupiter Global Value Equity J Inc GBX 500 250 0.00 1.20 1.38 1.380
Jupiter Global Value Equity L A GBX 500 250 0.00 1.50 1.68 1.680
Jupiter Global Value Equity L I GBX 500 250 0.00 1.50 1.68 1.680
Jupiter Global Value Equity X Acc GBX 250,000,000 250,000 0.00 0.65 0.53 0.530
Jupiter Global Value Equity X Inc GBX 250,000,000 250,000 0.00 0.65 0.53 0.530
Jupiter Growth & Income I Acc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Growth & Income I Inc GBX 5,000,000 50,000 0.00 0.75 0.99 0.990
Jupiter Growth & Income J Acc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Growth & Income J Inc GBX 500 250 0.00 1.20 1.44 1.440
Jupiter Growth & Income L A GBX 500 250 0.00 1.50 1.74 1.740
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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.

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