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 (%)
L&G US Index Trust F Inc North America 12.09 1.10
L&G US Index Trust I Acc North America 12.29 1.30
L&G US Index Trust I Inc North America 12.27 1.30
L&G US Index Trust L Acc North America 12.43 1.40
L&G US Index Trust R Acc North America 11.86 0.90
L&G US Index Trust R Inc North America 11.84 0.90
L&G Worldwide Trust E Acc Flexible Investment 2 4.08 0.60
L&G Worldwide Trust E Inc Flexible Investment 2 4.07 0.60
L&G Worldwide Trust F Acc Flexible Investment 2 4.02 0.90
L&G Worldwide Trust I Acc Flexible Investment 2 4.83 1.20
L&G Worldwide Trust I Inc Flexible Investment 2 4.82 1.20
L&G Worldwide Trust R Acc Flexible Investment 2 4.08 0.60
L&G Worldwide Trust R Inc Flexible Investment 2 4.07 0.60
Latour Growth A 2009 Mixed Investment 40-85% Shares 4 7.54 0.00
Lazard Developing Markets A Acc Global Emerging Markets 3 17.49 0.36
Lazard Developing Markets A Inc Global Emerging Markets 3 17.49 0.38
Lazard Developing Markets B Acc Global Emerging Markets 3 16.91 0.20
Lazard Developing Markets B Inc Global Emerging Markets 3 16.90 0.17
Lazard Developing Markets C Acc Global Emerging Markets 3 17.65 0.49
Lazard Developing Markets C Inc Global Emerging Markets 3 17.64 0.48
Lazard Diversified Charity CIF Mixed Investment 40%-85% Share 4 10.88 3.08
Lazard Emerging Markets A Acc Global Emerging Markets 1 -1.36 1.90
Lazard Emerging Markets A Inc Global Emerging Markets 1 -1.36 1.93
Lazard Emerging Markets B Acc Global Emerging Markets 1 -1.86 1.45
Lazard Emerging Markets B Inc Global Emerging Markets 1 -1.86 1.47
Lazard Emerging Markets S Acc Global Emerging Markets 1 -1.20 2.03
Lazard Emerging Markets S Inc Global Emerging Markets 1 -1.22 2.06
Lazard European Alpha A A Europe Excluding UK 2 5.77 0.58
Lazard European Alpha A Inc Europe Excluding UK 2 5.78 0.58
Lazard European Alpha B Acc Europe Excluding UK 2 5.24 0.06
Lazard European Alpha B Inc Europe Excluding UK 2 5.24 0.12
Lazard European Alpha C Acc Europe Excluding UK 2 6.04 0.80
Lazard European Alpha C Inc Europe Excluding UK 2 6.04 0.81
Lazard European Sm Cos A Acc European Smaller Companies 2 12.07 0.25
Lazard European Sm Cos B Acc European Smaller Companies 2 11.52 0.61
Lazard European Sm Cos C Acc European Smaller Companies 2 12.36 0.45
Lazard Global Equity Inc A Acc Global Equity Income 1 1.55 2.89
Lazard Global Equity Inc A Inc Global Equity Income 1 1.55 2.98
Lazard Global Equity Inc B Acc Global Equity Income 1 1.04 2.90
Lazard Global Equity Inc B Inc Global Equity Income 1 1.04 2.97
Lazard Global Equity Inc C Acc Global Equity Income 1 1.80 2.88
Lazard Global Equity Inc C Inc Global Equity Income 1 1.80 2.96
Lazard Managed Balanced A Acc Mixed Investment 40-85% Shares 3 3.61 1.41
Lazard Managed Balanced A Inc Mixed Investment 40-85% Shares 3 3.61 1.43
Lazard Managed Balanced B Inc Mixed Investment 40-85% Shares 3 3.10 1.20
Lazard Managed Equity A Acc Global 1 1.08 1.00
Lazard Multicap UK Income A Acc UK Equity Income 2 -10.79 3.44
Lazard Multicap UK Income A Inc UK Equity Income 2 -10.79 3.56
Lazard Multicap UK Income B Acc UK Equity Income 2 -11.23 3.46
Lazard Multicap UK Income B Inc UK Equity Income 2 -11.24 3.57
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
L&G US Index Trust F Inc -0.69 -2.53 -0.98 8.34 11.85 29/01/2021
L&G US Index Trust I Acc -0.70 -2.54 -0.98 8.39 11.97 29/01/2021
L&G US Index Trust I Inc -0.71 -2.53 -0.99 8.39 11.97 29/01/2021
L&G US Index Trust L Acc -0.69 -2.52 -0.97 8.43 12.01 29/01/2021
L&G US Index Trust R Acc -0.70 -2.53 -1.00 8.30 11.75 29/01/2021
L&G US Index Trust R Inc -0.69 -2.53 -1.00 8.28 11.75 29/01/2021
L&G Worldwide Trust E Acc -0.38 -2.25 -1.31 12.43 11.47 29/01/2021
L&G Worldwide Trust E Inc -0.39 -2.25 -1.35 12.37 11.47 29/01/2021
L&G Worldwide Trust F Acc -0.39 -2.22 -1.27 11.92 11.08 29/01/2021
L&G Worldwide Trust I Acc -0.38 -2.24 -1.24 12.63 11.90 29/01/2021
L&G Worldwide Trust I Inc -0.39 -2.23 -1.27 12.63 11.88 29/01/2021
L&G Worldwide Trust R Acc -0.38 -2.25 -1.31 12.43 10.78 29/01/2021
L&G Worldwide Trust R Inc -0.39 -2.25 -1.35 12.37 10.77 29/01/2021
Latour Growth A 2009 -0.61 -1.67 0.00 8.14 12.19 29/01/2021
Lazard Developing Markets A Acc -0.70 -3.95 2.95 14.73 19.59 29/01/2021
Lazard Developing Markets A Inc -0.70 -3.95 2.95 14.73 19.59 29/01/2021
Lazard Developing Markets B Acc -0.70 -3.96 2.91 14.61 19.31 29/01/2021
Lazard Developing Markets B Inc -0.70 -3.96 2.91 14.59 19.29 29/01/2021
Lazard Developing Markets C Acc -0.70 -3.95 2.96 14.78 19.68 29/01/2021
Lazard Developing Markets C Inc -0.70 -3.95 2.97 14.78 19.68 29/01/2021
Lazard Diversified Charity CIF -0.07 -0.72 2.31 6.46 4.63 30/01/2015
Lazard Emerging Markets A Acc -1.15 -3.77 0.47 18.15 13.85 29/01/2021
Lazard Emerging Markets A Inc -1.15 -3.77 0.47 18.15 13.85 29/01/2021
Lazard Emerging Markets B Acc -1.15 -3.78 0.42 18.00 13.56 29/01/2021
Lazard Emerging Markets B Inc -1.15 -3.78 0.42 18.00 13.57 29/01/2021
Lazard Emerging Markets S Acc -1.15 -3.77 0.48 18.19 13.94 29/01/2021
Lazard Emerging Markets S Inc -1.15 -3.77 0.48 18.20 13.94 29/01/2021
Lazard European Alpha A A 0.04 -2.83 -4.28 14.27 5.49 29/01/2021
Lazard European Alpha A Inc 0.04 -2.83 -4.28 14.27 5.49 29/01/2021
Lazard European Alpha B Acc 0.04 -2.84 -4.32 14.13 5.23 29/01/2021
Lazard European Alpha B Inc 0.04 -2.84 -4.32 14.13 5.23 29/01/2021
Lazard European Alpha C Acc 0.04 -2.82 -4.26 14.35 5.62 29/01/2021
Lazard European Alpha C Inc 0.04 -2.82 -4.26 14.35 5.62 29/01/2021
Lazard European Sm Cos A Acc 0.70 -2.48 -2.82 20.01 19.19 29/01/2021
Lazard European Sm Cos B Acc 0.70 -2.49 -2.86 19.86 18.90 29/01/2021
Lazard European Sm Cos C Acc 0.70 -2.47 -2.80 20.09 19.34 29/01/2021
Lazard Global Equity Inc A Acc 0.47 -2.62 -2.03 15.55 13.34 29/01/2021
Lazard Global Equity Inc A Inc 0.47 -2.61 -2.03 15.55 13.34 29/01/2021
Lazard Global Equity Inc B Acc 0.47 -2.62 -2.07 15.40 13.05 29/01/2021
Lazard Global Equity Inc B Inc 0.47 -2.62 -2.07 15.40 13.05 29/01/2021
Lazard Global Equity Inc C Acc 0.47 -2.61 -2.01 15.62 13.48 29/01/2021
Lazard Global Equity Inc C Inc 0.47 -2.61 -2.01 15.62 13.48 29/01/2021
Lazard Managed Balanced A Acc 0.08 -2.02 -2.29 10.27 8.46 29/01/2021
Lazard Managed Balanced A Inc 0.08 -2.02 -2.29 10.27 8.47 29/01/2021
Lazard Managed Balanced B Inc 0.08 -2.03 -2.33 10.13 8.19 29/01/2021
Lazard Managed Equity A Acc 0.39 -2.49 -3.36 13.79 11.19 29/01/2021
Lazard Multicap UK Income A Acc -0.18 -3.00 -3.47 20.14 11.34 29/01/2021
Lazard Multicap UK Income A Inc -0.18 -3.00 -3.48 20.13 11.34 29/01/2021
Lazard Multicap UK Income B Acc -0.18 -3.01 -3.51 19.99 11.06 29/01/2021
Lazard Multicap UK Income B Inc -0.18 -3.01 -3.51 19.98 11.06 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
L&G US Index Trust F Inc 12.09 27.43 -0.26 13.13 38.45
L&G US Index Trust I Acc 12.29 27.70 0.20 13.40 38.62
L&G US Index Trust I Inc 12.27 27.69 0.21 13.39 38.60
L&G US Index Trust L Acc 12.43 - - - -
L&G US Index Trust R Acc 11.86 27.38 -0.55 12.72 37.61
L&G US Index Trust R Inc 11.84 27.32 -0.52 12.70 37.66
L&G Worldwide Trust E Acc 2 4.08 14.87 -9.33 12.03 17.95
L&G Worldwide Trust E Inc 2 4.07 14.89 -9.37 12.06 17.92
L&G Worldwide Trust F Acc 2 4.02 15.33 -8.83 12.75 19.29
L&G Worldwide Trust I Acc 2 4.83 14.96 -8.57 13.01 19.63
L&G Worldwide Trust I Inc 2 4.82 14.94 -8.59 13.01 19.60
L&G Worldwide Trust R Acc 2 4.08 14.87 -9.33 12.03 17.95
L&G Worldwide Trust R Inc 2 4.07 14.89 -9.37 12.06 17.92
Latour Growth A 2009 4 7.54 15.56 -3.39 7.33 14.11
Lazard Developing Markets A Acc 3 17.49 16.87 -14.72 26.16 52.64
Lazard Developing Markets A Inc 3 17.49 16.88 -14.77 26.23 52.62
Lazard Developing Markets B Acc 3 16.91 16.30 -15.17 25.62 51.83
Lazard Developing Markets B Inc 3 16.90 16.31 -15.16 25.56 51.89
Lazard Developing Markets C Acc 3 17.65 17.07 -14.59 26.42 52.76
Lazard Developing Markets C Inc 3 17.64 17.07 -14.57 26.40 52.77
Lazard Diversified Charity CIF 4 10.88 6.16 13.61 0.70 16.49
Lazard Emerging Markets A Acc 1 -1.36 7.41 -12.88 17.76 54.37
Lazard Emerging Markets A Inc 1 -1.36 7.41 -12.88 17.74 54.46
Lazard Emerging Markets B Acc 1 -1.86 6.86 -13.31 17.16 53.62
Lazard Emerging Markets B Inc 1 -1.86 6.86 -13.32 17.15 53.65
Lazard Emerging Markets S Acc 1 -1.20 7.58 -12.73 17.90 54.63
Lazard Emerging Markets S Inc 1 -1.22 7.57 -12.74 17.94 54.62
Lazard European Alpha A A 2 5.77 18.04 - - -
Lazard European Alpha A Inc 2 5.78 18.03 -14.87 21.91 18.00
Lazard European Alpha B Acc 2 5.24 17.44 -15.31 21.29 17.40
Lazard European Alpha B Inc 2 5.24 17.45 -15.30 21.28 17.38
Lazard European Alpha C Acc 2 6.04 18.33 -14.67 22.22 18.28
Lazard European Alpha C Inc 2 6.04 18.33 -14.66 22.21 18.30
Lazard European Sm Cos A Acc 2 12.07 15.92 -15.53 27.18 20.14
Lazard European Sm Cos B Acc 2 11.52 15.34 -15.96 26.55 19.52
Lazard European Sm Cos C Acc 2 12.36 16.21 -15.32 27.49 20.46
Lazard Global Equity Inc A Acc 1 1.55 16.30 -7.47 10.29 37.62
Lazard Global Equity Inc A Inc 1 1.55 16.28 -7.49 10.29 37.66
Lazard Global Equity Inc B Acc 1 1.04 15.72 -7.91 9.72 36.95
Lazard Global Equity Inc B Inc 1 1.04 15.71 -7.97 9.78 36.86
Lazard Global Equity Inc C Acc 1 1.80 16.59 -7.26 10.60 38.02
Lazard Global Equity Inc C Inc 1 1.80 16.59 -7.27 10.60 37.98
Lazard Managed Balanced A Acc 3 3.61 16.87 -5.11 14.05 20.24
Lazard Managed Balanced A Inc 3 3.61 16.87 -5.14 14.09 20.21
Lazard Managed Balanced B Inc 3 3.10 16.29 -5.59 13.50 19.39
Lazard Managed Equity A Acc 1 1.08 18.41 -5.86 14.91 26.06
Lazard Multicap UK Income A Acc 2 -10.79 16.13 -10.91 14.23 17.50
Lazard Multicap UK Income A Inc 2 -10.79 16.13 -10.88 14.16 17.55
Lazard Multicap UK Income B Acc 2 -11.23 15.55 -11.34 13.60 16.98
Lazard Multicap UK Income B Inc 2 -11.24 15.55 -11.33 13.58 16.85
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
L&G US Index Trust F Inc GBX 500 100 0.00 - - 0.340
L&G US Index Trust I Acc GBX 1,000,000 0 0.00 - - 0.100
L&G US Index Trust I Inc GBX 1,000,000 0 0.00 - - 0.100
L&G US Index Trust L Acc GBX 100,000 100,000 0.00 - - 0.050
L&G US Index Trust R Acc GBX 100 100 0.00 - - 0.480
L&G US Index Trust R Inc GBX 100 100 0.00 - - 0.480
L&G Worldwide Trust E Acc GBX 100,000 100,000 0.00 - - 1.550
L&G Worldwide Trust E Inc GBX 100,000 100,000 0.00 - - 1.550
L&G Worldwide Trust F Acc GBX 500 100 0.00 - - 1.060
L&G Worldwide Trust I Acc GBX 1,000,000 20,000 0.00 - - 0.820
L&G Worldwide Trust I Inc GBX 1,000,000 20,000 0.00 - - 0.820
L&G Worldwide Trust R Acc GBX 100 100 0.00 - - 1.550
L&G Worldwide Trust R Inc GBX 100 100 0.00 - - 1.550
Latour Growth A 2009 GBP 100,000 0 2.75 0.90 1.68 1.370
Lazard Developing Markets A Acc GBX 1,000 500 0.00 1.00 1.19 1.190
Lazard Developing Markets A Inc GBX 1,000 500 0.00 1.00 1.19 1.190
Lazard Developing Markets B Acc GBX 1,000 500 0.00 1.50 1.69 1.690
Lazard Developing Markets B Inc GBX 1,000 500 0.00 1.50 1.69 1.690
Lazard Developing Markets C Acc GBX 500,000 500 0.00 0.85 1.04 1.040
Lazard Developing Markets C Inc GBX 500,000 500 0.00 0.85 1.04 1.040
Lazard Diversified Charity CIF GBX 5,000 1,000 1.00 0.50 0.66 -
Lazard Emerging Markets A Acc GBX 1,000 500 0.00 1.00 1.08 1.080
Lazard Emerging Markets A Inc GBX 1,000 500 0.00 1.00 1.09 1.090
Lazard Emerging Markets B Acc GBX 1,000 500 0.00 1.50 1.59 1.590
Lazard Emerging Markets B Inc GBX 1,000 500 0.00 1.50 1.59 1.590
Lazard Emerging Markets S Acc GBX 25,000,000 100,000 0.00 0.85 0.94 0.940
Lazard Emerging Markets S Inc GBX 25,000,000 100,000 0.00 0.85 0.95 0.950
Lazard European Alpha A A GBX 1,000 500 3.00 1.00 1.07 1.070
Lazard European Alpha A Inc GBX 1,000 500 0.00 1.00 1.08 1.080
Lazard European Alpha B Acc GBX 1,000 500 0.00 1.50 1.58 1.580
Lazard European Alpha B Inc GBX 1,000 500 0.00 1.50 1.58 1.580
Lazard European Alpha C Acc GBX 500,000 500 0.00 0.75 0.83 0.830
Lazard European Alpha C Inc GBX 500,000 500 0.00 0.75 0.83 0.830
Lazard European Sm Cos A Acc GBX 1,000 500 0.00 1.00 1.05 1.050
Lazard European Sm Cos B Acc GBX 1,000 500 0.00 1.50 1.55 1.550
Lazard European Sm Cos C Acc GBX 500,000 500 0.00 0.75 0.80 0.800
Lazard Global Equity Inc A Acc GBX 1,000 500 0.00 1.00 1.08 1.080
Lazard Global Equity Inc A Inc GBX 1,000 500 0.00 1.00 1.08 1.080
Lazard Global Equity Inc B Acc GBX 1,000 500 0.00 1.50 1.58 1.580
Lazard Global Equity Inc B Inc GBX 1,000 500 0.00 1.50 1.58 1.580
Lazard Global Equity Inc C Acc GBX 500,000 500 0.00 0.75 0.83 0.830
Lazard Global Equity Inc C Inc GBX 500,000 500 0.00 0.75 0.83 0.830
Lazard Managed Balanced A Acc GBX 1,000 500 0.00 0.75 0.88 0.880
Lazard Managed Balanced A Inc GBX 1,000 500 0.00 0.75 0.88 0.880
Lazard Managed Balanced B Inc GBX 1,000 500 0.00 1.25 1.38 1.380
Lazard Managed Equity A Acc GBX 1,000 500 0.00 1.00 1.07 1.070
Lazard Multicap UK Income A Acc GBX 1,000 500 0.00 0.75 0.82 0.820
Lazard Multicap UK Income A Inc GBX 1,000 500 0.00 0.75 0.82 0.820
Lazard Multicap UK Income B Acc GBX 1,000 500 0.00 1.25 1.32 1.320
Lazard Multicap UK Income B Inc GBX 1,000 500 0.00 1.25 1.32 1.320
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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