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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 More results »
 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Marks & Spencer UK Sel Pfl Inc UK All Companies 1 -15.14 1.80
Marks & Spencer Worldwide Mgd Acc Mixed Investment 40-85% Shares 1 0.12 1.00
Marks & Spencer Worldwide Mgd Inc Mixed Investment 40-85% Shares 1 0.12 1.00
Marlborough Balanced A Acc Mixed Investment 40-85% Shares 2 3.20 0.40
Marlborough Balanced B Acc Mixed Investment 40-85% Shares 2 3.68 0.87
Marlborough Balanced I Mixed Investment 40-85% Shares 2 4.79 1.06
Marlborough Balanced P Acc Mixed Investment 40-85% Shares 2 3.98 1.09
Marlborough Bond Income A Sterling Corporate Bond 2 2.90 3.16
Marlborough Bond Income B Inc Sterling Corporate Bond 2 3.98 3.41
Marlborough Bond Income P Inc Sterling Corporate Bond 2 3.69 3.54
Marlborough Cash Money Market 4 0.11 0.32
Marlborough Cautious A Acc Mixed Investment 20-60% Shares 1 -0.95 2.12
Marlborough Cautious A Inc Mixed Investment 20-60% Shares 1 -0.95 2.12
Marlborough Cautious B Acc Mixed Investment 20-60% Shares 1 -0.39 2.18
Marlborough Cautious B Inc Mixed Investment 20-60% Shares 1 -0.32 2.18
Marlborough Cautious P Acc Mixed Investment 20-60% Shares 1 -0.20 2.10
Marlborough Cautious P Inc Mixed Investment 20-60% Shares 1 -0.21 2.10
Marlborough Comm A Acc Specialist 4 -5.64 0.00
Marlborough Comm B Acc Specialist 4 -5.17 0.00
Marlborough Comm C Acc Specialist 4 -3.87 0.00
Marlborough Comm P Acc Specialist 4 -4.92 0.00
Marlborough Defensive A Acc Targeted Absolute Return 4 1.37 1.95
Marlborough Defensive A Inc Targeted Absolute Return 4 1.30 1.95
Marlborough Defensive B Acc Targeted Absolute Return 4 1.76 1.99
Marlborough Defensive B Inc Targeted Absolute Return 4 1.91 1.99
Marlborough Defensive P Acc Targeted Absolute Return 4 2.09 2.63
Marlborough Defensive P Inc Targeted Absolute Return 4 2.02 2.63
Marlborough Emerging Mkts Tst A Global Emerging Markets 1 6.31 0.91
Marlborough Emerging Mkts Tst B Inc Global Emerging Markets 1 6.86 1.39
Marlborough Emerging Mkts Tst P Inc Global Emerging Markets 1 7.11 1.59
Marlborough ETF Gbl Gth A Specialist 1 -2.13 0.00
Marlborough ETF Gbl Gth B Specialist 1 -1.65 0.16
Marlborough ETF Gbl Gth C Specialist 1 -0.95 0.61
Marlborough ETF Gbl Gth P Acc Specialist 1 -1.39 0.43
Marlborough Eurpn Multi-Cap A Europe Excluding UK 3 25.79 0.00
Marlborough Eurpn Multi-Cap B Inc Europe Excluding UK 3 26.42 0.09
Marlborough Eurpn Multi-Cap P Inc Europe Excluding UK 3 26.74 0.28
Marlborough Extra Income A Mixed Investment 40-85% Shares 1 -0.08 3.03
Marlborough Extra Income B Inc Mixed Investment 40-85% Shares 1 -0.04 3.03
Marlborough Extra Income P Inc Mixed Investment 40-85% Shares 1 0.13 3.02
Marlborough Far East Growth A Acc Asia Pacific Excluding Japan 1 11.77 0.84
Marlborough Far East Growth A Inc Asia Pacific Excluding Japan 1 11.75 0.84
Marlborough Far East Growth B Acc Asia Pacific Excluding Japan 1 12.84 1.26
Marlborough Far East Growth B Inc Asia Pacific Excluding Japan 1 12.31 1.26
Marlborough Far East Growth P Acc Asia Pacific Excluding Japan 1 12.60 1.48
Marlborough Far East Growth P Inc Asia Pacific Excluding Japan 1 12.60 1.48
Marlborough Global A Acc Global 2 10.67 0.12
Marlborough Global B Acc Global 2 11.22 0.33
Marlborough Global Bond A Acc Global Bonds 2 1.25 2.16
Marlborough Global Bond A Inc Global Bonds 2 1.25 2.16
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Marks & Spencer UK Sel Pfl Inc -0.58 -3.86 -1.12 22.21 9.89 29/01/2021
Marks & Spencer Worldwide Mgd Acc -0.87 -1.94 0.90 9.65 7.72 29/01/2021
Marks & Spencer Worldwide Mgd Inc -0.85 -1.93 0.91 9.65 7.54 29/01/2021
Marlborough Balanced A Acc -0.77 -2.02 -0.20 6.60 5.93 29/01/2021
Marlborough Balanced B Acc -0.76 -2.01 -0.16 6.72 6.17 29/01/2021
Marlborough Balanced I -0.76 -1.99 -0.07 7.01 6.75 29/01/2021
Marlborough Balanced P Acc -0.76 -2.00 -0.13 6.80 6.33 29/01/2021
Marlborough Bond Income A -0.36 -0.21 -0.59 1.69 2.03 29/01/2021
Marlborough Bond Income B Inc -0.37 -0.20 -0.46 2.07 2.55 29/01/2021
Marlborough Bond Income P Inc -0.37 -0.20 -0.51 1.90 2.40 29/01/2021
Marlborough Cash 0.00 0.00 -0.02 0.00 -0.03 09/12/2016
Marlborough Cautious A Acc -0.59 -1.69 0.32 6.17 5.40 29/01/2021
Marlborough Cautious A Inc -0.59 -1.68 0.33 6.18 5.41 29/01/2021
Marlborough Cautious B Acc -0.59 -1.68 0.38 6.31 5.68 29/01/2021
Marlborough Cautious B Inc -0.59 -1.68 0.36 6.32 5.75 29/01/2021
Marlborough Cautious P Acc -0.59 -1.67 0.40 6.38 5.80 29/01/2021
Marlborough Cautious P Inc -0.59 -1.68 0.39 6.37 5.79 29/01/2021
Marlborough Comm A Acc 0.00 0.81 5.32 0.70 8.12 26/11/2020
Marlborough Comm B Acc 0.01 0.83 5.37 0.84 8.41 26/11/2020
Marlborough Comm C Acc 0.00 0.82 5.42 1.54 9.32 26/11/2020
Marlborough Comm P Acc 0.00 0.82 5.39 0.91 8.53 26/11/2020
Marlborough Defensive A Acc -0.10 -0.11 0.10 0.06 0.99 07/11/2019
Marlborough Defensive A Inc -0.11 -0.12 0.10 0.05 0.97 07/11/2019
Marlborough Defensive B Acc -0.17 -0.17 -0.08 0.17 1.19 07/11/2019
Marlborough Defensive B Inc -0.11 -0.11 0.13 0.13 1.32 07/11/2019
Marlborough Defensive P Acc -0.11 -0.11 0.15 0.23 1.31 07/11/2019
Marlborough Defensive P Inc -0.10 -0.11 0.15 0.20 1.28 07/11/2019
Marlborough Emerging Mkts Tst A -0.93 -3.58 2.92 11.42 11.73 29/01/2021
Marlborough Emerging Mkts Tst B Inc -0.93 -3.57 2.97 11.56 12.02 29/01/2021
Marlborough Emerging Mkts Tst P Inc -0.93 -3.56 2.99 11.62 12.15 29/01/2021
Marlborough ETF Gbl Gth A 0.15 -1.92 -3.64 -4.45 -2.01 22/10/2019
Marlborough ETF Gbl Gth B 0.16 -1.91 -3.59 -4.33 -1.76 22/10/2019
Marlborough ETF Gbl Gth C -0.32 -2.05 -3.69 -4.32 -1.41 21/10/2019
Marlborough ETF Gbl Gth P Acc 0.16 -1.90 -3.57 -4.26 -1.63 22/10/2019
Marlborough Eurpn Multi-Cap A 1.56 -1.11 -2.23 25.11 26.25 29/01/2021
Marlborough Eurpn Multi-Cap B Inc 1.56 -1.10 -2.19 25.26 26.57 29/01/2021
Marlborough Eurpn Multi-Cap P Inc 1.57 -1.09 -2.17 25.34 26.73 29/01/2021
Marlborough Extra Income A -0.61 -1.88 -2.75 9.21 7.93 29/01/2021
Marlborough Extra Income B Inc -0.61 -1.88 -2.74 9.24 7.86 29/01/2021
Marlborough Extra Income P Inc -0.61 -1.87 -2.72 9.27 7.93 29/01/2021
Marlborough Far East Growth A Acc -1.26 -3.95 3.86 9.24 11.69 29/01/2021
Marlborough Far East Growth A Inc -1.25 -3.95 3.86 9.23 11.69 29/01/2021
Marlborough Far East Growth B Acc -1.26 -3.91 4.05 9.88 12.49 29/01/2021
Marlborough Far East Growth B Inc -1.25 -3.94 3.91 9.37 11.96 29/01/2021
Marlborough Far East Growth P Acc -1.25 -3.94 3.93 9.44 12.11 29/01/2021
Marlborough Far East Growth P Inc -1.26 -3.94 3.93 9.44 12.11 29/01/2021
Marlborough Global A Acc -0.61 -2.93 0.64 9.76 12.24 29/01/2021
Marlborough Global B Acc -0.61 -2.92 0.68 9.90 12.52 29/01/2021
Marlborough Global Bond A Acc -0.83 -0.81 -1.41 -1.71 -1.19 29/01/2021
Marlborough Global Bond A Inc -0.83 -0.81 -1.42 -1.71 -1.19 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Marks & Spencer UK Sel Pfl Inc 1 -15.14 15.61 -10.02 7.73 16.53
Marks & Spencer Worldwide Mgd Acc 1 0.12 12.78 -4.51 9.63 26.14
Marks & Spencer Worldwide Mgd Inc 1 0.12 12.79 -4.52 9.64 26.15
Marlborough Balanced A Acc 2 3.20 13.78 -7.56 11.13 19.78
Marlborough Balanced B Acc 2 3.68 14.35 -7.08 11.75 20.41
Marlborough Balanced I 2 4.79 15.13 -6.13 12.86 21.58
Marlborough Balanced P Acc 2 3.98 14.63 -6.86 11.96 20.44
Marlborough Bond Income A 2 2.90 7.45 -1.18 5.33 7.06
Marlborough Bond Income B Inc 2 3.98 7.27 -0.57 6.25 7.68
Marlborough Bond Income P Inc 2 3.69 7.94 -0.55 5.99 8.31
Marlborough Cash 4 0.11 0.37 0.55 1.13 1.31
Marlborough Cautious A Acc 1 -0.95 8.28 -6.83 7.51 12.41
Marlborough Cautious A Inc 1 -0.95 8.28 -6.84 7.50 12.42
Marlborough Cautious B Acc 1 -0.39 9.74 -6.39 8.07 11.59
Marlborough Cautious B Inc 1 -0.32 9.29 -6.42 8.10 13.00
Marlborough Cautious P Acc 1 -0.20 9.09 -6.18 8.29 13.24
Marlborough Cautious P Inc 1 -0.21 9.10 -6.14 8.30 13.24
Marlborough Comm A Acc 4 -5.64 -6.04 0.23 -1.93 23.20
Marlborough Comm B Acc 4 -5.17 -5.58 0.74 -1.45 23.85
Marlborough Comm C Acc 4 -3.87 -4.98 1.37 -0.82 24.61
Marlborough Comm P Acc 4 -4.92 -5.33 0.98 -1.19 24.15
Marlborough Defensive A Acc 4 1.37 -1.69 2.44 -3.37 -2.17
Marlborough Defensive A Inc 4 1.30 -1.49 2.44 -3.36 -2.16
Marlborough Defensive B Acc 4 1.76 -1.37 2.95 -2.88 -1.66
Marlborough Defensive B Inc 4 1.91 -1.60 2.95 -2.87 -1.66
Marlborough Defensive P Acc 4 2.09 -1.23 3.19 -2.67 -1.41
Marlborough Defensive P Inc 4 2.02 -1.22 3.18 -2.65 -1.41
Marlborough Emerging Mkts Tst A 1 6.31 8.52 -14.95 19.11 48.68
Marlborough Emerging Mkts Tst B Inc 1 6.86 9.25 -14.65 19.86 49.39
Marlborough Emerging Mkts Tst P Inc 1 7.11 9.33 -14.31 20.02 49.79
Marlborough ETF Gbl Gth A 1 -2.13 -8.42 9.00 20.37 0.14
Marlborough ETF Gbl Gth B 1 -1.65 -7.97 9.54 20.95 0.63
Marlborough ETF Gbl Gth C 1 -0.95 -7.46 10.15 21.76 1.25
Marlborough ETF Gbl Gth P Acc 1 -1.39 -7.73 9.81 21.30 0.87
Marlborough Eurpn Multi-Cap A 3 25.79 17.60 -12.37 20.34 41.80
Marlborough Eurpn Multi-Cap B Inc 3 26.42 18.19 -11.93 20.94 42.48
Marlborough Eurpn Multi-Cap P Inc 3 26.74 18.48 -11.71 21.24 42.85
Marlborough Extra Income A 1 -0.08 17.40 -7.21 12.33 10.35
Marlborough Extra Income B Inc 1 -0.04 17.84 -6.84 12.79 10.84
Marlborough Extra Income P Inc 1 0.13 18.11 -7.13 12.97 11.05
Marlborough Far East Growth A Acc 1 11.77 8.54 -15.41 24.22 45.52
Marlborough Far East Growth A Inc 1 11.75 8.54 -15.41 24.25 45.51
Marlborough Far East Growth B Acc 1 12.84 9.09 -14.99 24.85 44.87
Marlborough Far East Growth B Inc 1 12.31 9.67 -15.01 24.78 46.24
Marlborough Far East Growth P Acc 1 12.60 9.36 -14.78 25.15 46.60
Marlborough Far East Growth P Inc 1 12.60 9.36 -14.78 25.16 46.60
Marlborough Global A Acc 2 10.67 17.08 -10.87 13.70 29.86
Marlborough Global B Acc 2 11.22 17.67 -10.43 14.26 30.50
Marlborough Global Bond A Acc 2 1.25 9.67 -0.23 2.16 14.03
Marlborough Global Bond A Inc 2 1.25 9.70 -0.23 2.15 14.08
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Marks & Spencer UK Sel Pfl Inc GBX 100 25 0.00 1.50 1.61 1.090
Marks & Spencer Worldwide Mgd Acc GBX 100 25 0.00 1.28 1.66 1.290
Marks & Spencer Worldwide Mgd Inc GBX 100 25 0.00 1.50 1.68 1.290
Marlborough Balanced A Acc GBX 1,000 1,000 5.25 1.50 - 2.113
Marlborough Balanced B Acc GBX 50,000 1,000 5.00 1.00 - 1.613
Marlborough Balanced I GBX 10,000,000 10,000,000 5.00 0.00 - 0.613
Marlborough Balanced P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.363
Marlborough Bond Income A GBX 1,000 1,000 5.00 1.50 - 1.586
Marlborough Bond Income B Inc GBX 50,000 1,000 5.00 1.00 - 1.086
Marlborough Bond Income P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.836
Marlborough Cash GBX 500 250 0.00 0.40 0.15 0.230
Marlborough Cautious A Acc GBX 1,000 1,000 5.25 1.50 - 2.230
Marlborough Cautious A Inc GBX 1,000 1,000 5.25 1.50 - 2.230
Marlborough Cautious B Acc GBX 50,000 1,000 5.00 1.00 - 1.730
Marlborough Cautious B Inc GBX 50,000 1,000 5.00 1.00 - 1.730
Marlborough Cautious P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.480
Marlborough Cautious P Inc GBX 1,000,000 1,000 0.00 0.75 - 1.480
Marlborough Comm A Acc GBX 1,000 1,000 5.00 1.50 - 1.940
Marlborough Comm B Acc GBX 50,000 10,000 0.50 1.00 - 1.440
Marlborough Comm C Acc GBX 10,000,000 10,000 5.50 0.38 - 0.810
Marlborough Comm P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.190
Marlborough Defensive A Acc GBX 1,000 1,000 5.25 1.50 - 2.440
Marlborough Defensive A Inc GBX 1,000 1,000 5.25 1.50 - 2.440
Marlborough Defensive B Acc GBX 50,000 1,000 5.25 1.00 - 1.940
Marlborough Defensive B Inc GBX 50,000 1,000 5.25 1.00 - 1.940
Marlborough Defensive P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.690
Marlborough Defensive P Inc GBX 1,000,000 1,000 0.00 0.75 - 1.690
Marlborough Emerging Mkts Tst A GBX 1,000 1,000 5.25 1.50 - 1.900
Marlborough Emerging Mkts Tst B Inc GBX 50,000 1,000 5.00 1.00 - 1.400
Marlborough Emerging Mkts Tst P Inc GBX 1,000,000 1,000 0.00 0.75 - 1.150
Marlborough ETF Gbl Gth A GBX 1,000 1,000 5.00 1.50 - 2.080
Marlborough ETF Gbl Gth B GBX 50,000 1,000 0.50 1.00 - 1.580
Marlborough ETF Gbl Gth C GBX 10,000,000 10,000 5.50 0.38 - 0.960
Marlborough ETF Gbl Gth P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.330
Marlborough Eurpn Multi-Cap A GBX 1,000 1,000 5.25 1.50 - 1.580
Marlborough Eurpn Multi-Cap B Inc GBX 50,000 1,000 5.00 1.00 - 1.080
Marlborough Eurpn Multi-Cap P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.830
Marlborough Extra Income A GBX 1,000 1,000 5.00 1.50 - 1.630
Marlborough Extra Income B Inc GBX 50,000 1,000 5.00 1.00 - 1.130
Marlborough Extra Income P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.880
Marlborough Far East Growth A Acc GBX 1,000 1,000 5.25 1.50 - 1.672
Marlborough Far East Growth A Inc GBX 1,000 1,000 5.25 1.50 - 1.672
Marlborough Far East Growth B Acc GBX 50,000 1,000 1.00 1.00 - 1.172
Marlborough Far East Growth B Inc GBX 50,000 1,000 1.00 1.00 - 1.172
Marlborough Far East Growth P Acc GBX 1,000,000 1,000 0.00 0.75 - 0.922
Marlborough Far East Growth P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.922
Marlborough Global A Acc GBX 1,000 1,000 5.25 1.50 - 2.342
Marlborough Global B Acc GBX 50,000 1,000 5.00 1.00 - 1.842
Marlborough Global Bond A Acc GBX 1,000 1,000 5.00 1.13 - 1.178
Marlborough Global Bond A Inc GBX 1,000 1,000 5.00 1.13 - 1.178
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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
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