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 (%)
Lazard UK Alpha Inst Acc UK All Companies 3 3.98 2.20
Lazard UK Alpha Inst Inc UK All Companies 3 3.96 2.20
Lazard UK Alpha Ret Acc UK All Companies 3 3.49 1.80
Lazard UK Alpha Ret C Acc UK All Companies 3 4.26 0.00
Lazard UK Alpha Ret C Inc UK All Companies 3 4.25 0.00
Lazard UK Alpha Ret Inc UK All Companies 3 3.45 1.80
Lazard UK Omega A Acc UK All Companies 2 -7.08 1.69
Lazard UK Omega A Inc UK All Companies 2 -7.07 1.72
Lazard UK Omega B Acc UK All Companies 2 -7.54 1.22
Lazard UK Omega B Inc UK All Companies 2 -7.54 1.24
Lazard UK Omega C Acc UK All Companies 2 -6.84 1.92
Lazard UK Omega C Inc UK All Companies 2 -6.84 1.96
Lazard UK Omega EA Acc UK All Companies 2 -6.61 2.16
Lazard UK Omega EA Inc UK All Companies 2 -6.61 2.20
Lazard UK Smaller Co A Inc UK Smaller Companies 1 -2.22 0.35
Lazard UK Smaller Co B Inc UK Smaller Companies 1 -2.68 0.05
Lazard UK Smaller Co C Inc UK Smaller Companies 1 -1.96 0.57
Legal and General RlInBld C A Mixed Investment 40-85% Shares 3 -3.78 2.20
Legal and General RlInBld C I Mixed Investment 40-85% Shares 3 -3.77 2.20
Legal and General RlInBld I A Mixed Investment 40-85% Shares 3 -3.83 2.20
Legal and General RlInBld I I Mixed Investment 40-85% Shares 3 -3.83 2.20
Legal and General RlInBld L A Mixed Investment 40-85% Shares 3 -3.39 2.20
Legal and General RlInBld L I Mixed Investment 40-85% Shares 3 -3.38 2.20
Legg Mason Cntl European Equity A Europe Excluding UK 3 10.79 1.80
Legg Mason Cntl European Equity B Europe Excluding UK 3 0.00 0.00
Legg Mason Cntl European Equity X Europe Excluding UK 3 11.63 2.40
Legg Mason IF QS Emg Mkts Eq I Acc Global Emerging Markets 2 0.00 0.00
Legg Mason IFBrwiGlInOp A Inc Sterling Strategic Bond 5 13.36 4.06
Legg Mason IFBrwiGlInOp I Acc Sterling Strategic Bond 5 13.84 4.06
Legg Mason IFBrwiGlInOp I Inc Sterling Strategic Bond 5 0.00 4.11
Legg Mason IFBrwiGlInOp S A Sterling Strategic Bond 5 13.90 4.05
Legg Mason IFBrwiGlInOp S I Sterling Strategic Bond 5 13.99 4.08
Legg Mason IFBrwiGlInOp X Acc Sterling Strategic Bond 5 13.57 4.07
Legg Mason IFBrwiGlInOp X Inc Sterling Strategic Bond 5 13.53 4.07
Legg Mason IFClBrGlEqInc A Global Equity Income 1 -3.95 2.79
Legg Mason IFClBrGlEqInc A Acc Global Equity Income 1 -3.95 2.74
Legg Mason IFClBrGlEqInc X Acc Global Equity Income 1 -3.68 2.72
Legg Mason IFClBrGlEqInc X Inc Global Equity Income 1 -3.77 2.79
Legg Mason IFClBrUSEq A North America 1 10.18 0.30
Legg Mason IFClBrUSEq X North America 1 10.45 0.51
Legg Mason IFClBrUSEqInc A Inc North America 1 -1.44 1.89
Legg Mason IFClBrUSEqInc S Inc North America 1 0.00 0.00
Legg Mason IFClBrUSEqInc X Acc North America 1 -1.05 1.97
Legg Mason IFClBrUSEqInc X Hgd Inc North America 1 2.09 1.85
Legg Mason IFClBrUSEqInc X Inc North America 1 -1.07 1.99
Legg Mason IFClrBdGlInfIn A Acc Global Equity Income 5 4.18 5.57
Legg Mason IFClrBdGlInfIn A H A Global Equity Income 5 2.08 4.99
Legg Mason IFClrBdGlInfIn A H I Global Equity Income 5 2.04 5.17
Legg Mason IFClrBdGlInfIn A Inc Global Equity Income 5 2.04 5.27
Legg Mason IFClrBdGlInfIn S Acc GBP Global Equity Income 5 2.71 5.06
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Lazard UK Alpha Inst Acc -0.05 0.23 1.81 5.05 4.49 27/02/2015
Lazard UK Alpha Inst Inc -0.05 0.22 1.79 5.02 4.45 27/02/2015
Lazard UK Alpha Ret Acc 0.00 0.25 1.79 4.93 4.23 27/02/2015
Lazard UK Alpha Ret C Acc -0.05 0.24 1.81 5.10 4.62 27/02/2015
Lazard UK Alpha Ret C Inc -0.06 0.22 1.80 5.12 4.62 27/02/2015
Lazard UK Alpha Ret Inc -0.06 0.22 1.75 4.89 4.16 27/02/2015
Lazard UK Omega A Acc -0.26 -3.50 -4.88 19.64 14.17 29/01/2021
Lazard UK Omega A Inc -0.26 -3.50 -4.88 19.64 14.17 29/01/2021
Lazard UK Omega B Acc -0.26 -3.51 -4.92 19.49 13.88 29/01/2021
Lazard UK Omega B Inc -0.26 -3.51 -4.92 19.49 13.88 29/01/2021
Lazard UK Omega C Acc -0.26 -3.50 -4.86 19.71 14.31 29/01/2021
Lazard UK Omega C Inc -0.26 -3.50 -4.86 19.71 14.31 29/01/2021
Lazard UK Omega EA Acc -0.26 -3.49 -4.84 19.78 14.45 29/01/2021
Lazard UK Omega EA Inc -0.26 -3.49 -4.84 19.79 14.46 29/01/2021
Lazard UK Smaller Co A Inc 0.59 -1.68 -1.56 23.46 27.73 29/01/2021
Lazard UK Smaller Co B Inc 0.59 -1.69 -1.61 23.27 27.45 29/01/2021
Lazard UK Smaller Co C Inc 0.59 -1.67 -1.54 23.56 27.92 29/01/2021
Legal and General RlInBld C A -0.13 -1.49 0.00 5.92 -9.69 20/08/2020
Legal and General RlInBld C I -0.12 -1.49 0.00 5.94 -9.67 20/08/2020
Legal and General RlInBld I A -0.11 -1.47 0.02 5.93 -9.69 20/08/2020
Legal and General RlInBld I I -0.13 -1.47 0.02 5.94 -9.68 20/08/2020
Legal and General RlInBld L A -0.11 -1.47 0.05 6.03 -9.52 20/08/2020
Legal and General RlInBld L I -0.11 -1.46 0.06 6.05 -9.50 20/08/2020
Legg Mason Cntl European Equity A 0.40 -0.08 2.23 -4.10 -0.24 29/08/2014
Legg Mason Cntl European Equity B 0.00 0.00 0.00 0.00 0.00 29/08/2014
Legg Mason Cntl European Equity X 0.43 0.00 2.25 -3.91 0.08 29/08/2014
Legg Mason IF QS Emg Mkts Eq I Acc 0.00 0.00 0.00 0.00 0.00 23/04/2018
Legg Mason IFBrwiGlInOp A Inc 0.35 -0.34 -0.51 3.96 4.36 29/01/2021
Legg Mason IFBrwiGlInOp I Acc 0.33 -0.32 -0.56 4.05 4.58 29/01/2021
Legg Mason IFBrwiGlInOp I Inc 0.27 -0.36 -0.54 4.01 4.51 29/01/2021
Legg Mason IFBrwiGlInOp S A 0.24 -0.41 -0.57 3.98 4.60 29/01/2021
Legg Mason IFBrwiGlInOp S I 0.36 -0.27 -0.54 4.10 4.67 29/01/2021
Legg Mason IFBrwiGlInOp X Acc 0.30 -0.37 -0.59 3.96 4.45 29/01/2021
Legg Mason IFBrwiGlInOp X Inc 0.25 -0.33 -0.58 3.95 4.46 29/01/2021
Legg Mason IFClBrGlEqInc A 0.00 -4.10 -3.05 20.20 12.59 29/01/2021
Legg Mason IFClBrGlEqInc A Acc 0.05 -4.04 -3.06 20.23 12.65 29/01/2021
Legg Mason IFClBrGlEqInc X Acc 0.06 -4.07 -3.05 20.25 12.77 29/01/2021
Legg Mason IFClBrGlEqInc X Inc 0.00 -4.13 -3.08 20.21 12.74 29/01/2021
Legg Mason IFClBrUSEq A 0.83 -4.18 -0.19 20.78 21.00 29/01/2021
Legg Mason IFClBrUSEq X 0.83 -4.17 -0.15 20.87 21.15 29/01/2021
Legg Mason IFClBrUSEqInc A Inc 0.28 -1.31 -3.24 6.41 6.36 29/01/2021
Legg Mason IFClBrUSEqInc S Inc 0.30 -1.27 -3.16 6.60 - 29/01/2021
Legg Mason IFClBrUSEqInc X Acc 0.29 -1.30 -3.21 6.51 6.55 29/01/2021
Legg Mason IFClBrUSEqInc X Hgd Inc 0.82 -0.95 -1.79 12.74 12.31 29/01/2021
Legg Mason IFClBrUSEqInc X Inc 0.31 -1.29 -3.21 6.53 6.58 29/01/2021
Legg Mason IFClrBdGlInfIn A Acc 0.67 -1.77 -3.42 6.10 4.98 29/01/2021
Legg Mason IFClrBdGlInfIn A H A 0.84 -1.05 -1.63 8.08 7.64 29/01/2021
Legg Mason IFClrBdGlInfIn A H I 0.85 -1.08 -1.65 8.12 7.67 29/01/2021
Legg Mason IFClrBdGlInfIn A Inc 0.68 -1.75 -3.37 6.18 5.00 29/01/2021
Legg Mason IFClrBdGlInfIn S Acc GBP 0.66 -1.75 -3.32 6.32 5.35 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Lazard UK Alpha Inst Acc 3 3.98 17.72 12.19 2.03 13.94
Lazard UK Alpha Inst Inc 3 3.96 17.71 12.14 2.05 13.97
Lazard UK Alpha Ret Acc 3 3.49 17.13 11.50 1.54 13.39
Lazard UK Alpha Ret C Acc 3 4.26 18.03 - - -
Lazard UK Alpha Ret C Inc 3 4.25 18.06 - - -
Lazard UK Alpha Ret Inc 3 3.45 17.08 11.61 1.55 13.30
Lazard UK Omega A Acc 2 -7.08 11.54 -13.62 13.74 25.17
Lazard UK Omega A Inc 2 -7.07 11.54 -13.62 13.74 25.17
Lazard UK Omega B Acc 2 -7.54 10.98 -14.07 13.17 24.60
Lazard UK Omega B Inc 2 -7.54 10.99 -14.04 13.13 24.57
Lazard UK Omega C Acc 2 -6.84 11.82 -13.40 14.02 25.45
Lazard UK Omega C Inc 2 -6.84 11.82 -13.40 13.99 25.56
Lazard UK Omega EA Acc 2 -6.61 12.10 -13.19 14.36 25.74
Lazard UK Omega EA Inc 2 -6.61 12.11 -13.17 14.35 25.79
Lazard UK Smaller Co A Inc 1 -2.22 24.07 -13.90 18.99 17.69
Lazard UK Smaller Co B Inc 1 -2.68 23.46 -14.32 18.33 17.11
Lazard UK Smaller Co C Inc 1 -1.96 24.39 -13.68 19.25 18.01
Legal and General RlInBld C A 3 -3.78 4.68 - - -
Legal and General RlInBld C I 3 -3.77 4.70 - - -
Legal and General RlInBld I A 3 -3.83 4.65 4.14 7.15 -
Legal and General RlInBld I I 3 -3.83 4.66 4.15 7.15 -
Legal and General RlInBld L A 3 -3.39 5.21 4.65 7.64 11.97
Legal and General RlInBld L I 3 -3.38 5.19 4.69 7.64 11.90
Legg Mason Cntl European Equity A 3 10.79 23.93 3.49 -3.37 2.28
Legg Mason Cntl European Equity B 3 0.00 - - - -
Legg Mason Cntl European Equity X 3 11.63 - - - -
Legg Mason IF QS Emg Mkts Eq I Acc 2 0.00 0.00 - - -
Legg Mason IFBrwiGlInOp A Inc 5 13.36 8.62 -2.86 4.57 13.14
Legg Mason IFBrwiGlInOp I Acc 5 13.84 - - - -
Legg Mason IFBrwiGlInOp I Inc 5 - - - - -
Legg Mason IFBrwiGlInOp S A 5 13.90 9.18 -2.15 - -
Legg Mason IFBrwiGlInOp S I 5 13.99 9.16 -2.18 - -
Legg Mason IFBrwiGlInOp X Acc 5 13.57 8.66 -2.69 4.01 13.34
Legg Mason IFBrwiGlInOp X Inc 5 13.53 8.78 -2.75 4.79 13.49
Legg Mason IFClBrGlEqInc A 1 -3.95 7.73 -13.56 13.09 33.65
Legg Mason IFClBrGlEqInc A Acc 1 -3.95 7.82 -13.60 13.06 33.59
Legg Mason IFClBrGlEqInc X Acc 1 -3.68 8.07 -13.38 13.37 34.02
Legg Mason IFClBrGlEqInc X Inc 1 -3.77 8.06 -13.36 13.33 34.10
Legg Mason IFClBrUSEq A 1 10.18 14.34 -6.83 6.78 43.42
Legg Mason IFClBrUSEq X 1 10.45 14.69 -6.66 7.08 43.91
Legg Mason IFClBrUSEqInc A Inc 1 -1.44 24.60 0.62 10.39 35.17
Legg Mason IFClBrUSEqInc S Inc 1 - - - - -
Legg Mason IFClBrUSEqInc X Acc 1 -1.05 25.00 1.05 10.78 35.84
Legg Mason IFClBrUSEqInc X Hgd Inc 1 2.09 21.48 -7.33 23.05 17.44
Legg Mason IFClBrUSEqInc X Inc 1 -1.07 25.07 1.04 10.78 35.79
Legg Mason IFClrBdGlInfIn A Acc 5 4.18 24.31 8.04 4.09 -
Legg Mason IFClrBdGlInfIn A H A 5 2.08 24.95 - - -
Legg Mason IFClrBdGlInfIn A H I 5 2.04 25.04 - - -
Legg Mason IFClrBdGlInfIn A Inc 5 2.04 24.56 7.97 4.13 -
Legg Mason IFClrBdGlInfIn S Acc GBP 5 2.71 25.43 8.79 4.75 -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Lazard UK Alpha Inst Acc GBX 200,000 500 0.00 1.00 1.03 1.050
Lazard UK Alpha Inst Inc GBX 200,000 500 0.00 1.00 1.03 1.050
Lazard UK Alpha Ret Acc GBX 2,000 500 3.75 1.50 1.54 1.560
Lazard UK Alpha Ret C Acc GBX 0 0 0.00 0.75 - 0.830
Lazard UK Alpha Ret C Inc GBX 0 0 0.00 0.75 - 0.800
Lazard UK Alpha Ret Inc GBX 2,000 500 3.75 1.50 1.55 1.560
Lazard UK Omega A Acc GBX 1,000 500 0.00 1.00 1.05 1.050
Lazard UK Omega A Inc GBX 1,000 500 0.00 1.00 1.05 1.050
Lazard UK Omega B Acc GBX 1,000 500 0.00 1.50 1.55 1.550
Lazard UK Omega B Inc GBX 1,000 500 0.00 1.50 1.55 1.550
Lazard UK Omega C Acc GBX 500,000 500 0.00 0.75 0.80 0.800
Lazard UK Omega C Inc GBX 500,000 500 0.00 0.75 0.80 0.800
Lazard UK Omega EA Acc GBX 250,000 1,000 0.00 0.50 0.55 0.550
Lazard UK Omega EA Inc GBX 250,000 1,000 0.00 0.50 0.55 0.550
Lazard UK Smaller Co A Inc GBX 1,000 500 0.00 1.00 1.10 1.100
Lazard UK Smaller Co B Inc GBX 1,000 500 0.00 1.50 1.61 1.610
Lazard UK Smaller Co C Inc GBX 500,000 500 0.00 0.75 0.86 0.860
Legal and General RlInBld C A GBX 20,000,000 100,000 0.00 - - 0.500
Legal and General RlInBld C I GBX 20,000,000 100,000 0.00 - - 0.500
Legal and General RlInBld I A GBX 1,000,000 20,000 0.00 - - 0.550
Legal and General RlInBld I I GBX 1,000,000 20,000 0.00 - - 0.550
Legal and General RlInBld L A GBX 100,000 0 0.00 - - 0.040
Legal and General RlInBld L I GBX 100,000 0 0.00 - - 0.040
Legg Mason Cntl European Equity A GBX 3,000 1,000 4.25 1.50 2.02 1.950
Legg Mason Cntl European Equity B GBX 3,000 1,000 0.00 1.00 - 1.500
Legg Mason Cntl European Equity X GBX 3,000,000 1,000,000 0.00 0.75 1.27 1.200
Legg Mason IF QS Emg Mkts Eq I Acc GBX 0 0 - - - 1.650
Legg Mason IFBrwiGlInOp A Inc GBX 3,000 0 0.00 0.70 - 0.900
Legg Mason IFBrwiGlInOp I Acc GBX 10,000,000 0 0.00 0.35 - 0.530
Legg Mason IFBrwiGlInOp I Inc GBX 10,000,000 0 0.00 0.35 - 0.530
Legg Mason IFBrwiGlInOp S A GBX 50,000,000 0 0.00 0.25 - 0.430
Legg Mason IFBrwiGlInOp S I GBX 50,000,000 0 0.00 0.25 - 0.430
Legg Mason IFBrwiGlInOp X Acc GBX 100,000 0 0.00 0.55 - 0.730
Legg Mason IFBrwiGlInOp X Inc GBX 100,000 0 0.00 0.55 - 0.730
Legg Mason IFClBrGlEqInc A GBX 3,000 0 0.00 1.00 - 1.270
Legg Mason IFClBrGlEqInc A Acc GBX 3,000 0 0.00 1.00 - 1.270
Legg Mason IFClBrGlEqInc X Acc GBX 100,000 0 0.00 0.75 - 1.020
Legg Mason IFClBrGlEqInc X Inc GBX 100,000 0 0.00 0.75 - 1.020
Legg Mason IFClBrUSEq A GBX 3,000 0 0.00 1.00 - 1.270
Legg Mason IFClBrUSEq X GBX 100,000 0 0.00 0.75 - 1.020
Legg Mason IFClBrUSEqInc A Inc GBX 3,000 0 0.00 1.00 - 1.290
Legg Mason IFClBrUSEqInc S Inc GBX 50,000,000 0 0.00 0.45 - 0.850
Legg Mason IFClBrUSEqInc X Acc GBX 100,000 0 0.00 0.75 - 0.920
Legg Mason IFClBrUSEqInc X Hgd Inc GBX 100,000 0 0.00 0.75 - 1.020
Legg Mason IFClBrUSEqInc X Inc GBX 100,000 0 0.00 0.75 - 0.920
Legg Mason IFClrBdGlInfIn A Acc GBX 3,000 0 0.00 1.00 - 1.240
Legg Mason IFClrBdGlInfIn A H A GBX 3,000 0 0.00 1.00 - 1.330
Legg Mason IFClrBdGlInfIn A H I GBX 3,000 0 0.00 1.00 - 1.330
Legg Mason IFClrBdGlInfIn A Inc GBX 3,000 0 0.00 1.00 - 1.240
Legg Mason IFClrBdGlInfIn S Acc GBP GBX 50,000,000 0 0.00 0.40 - 0.540
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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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