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 (%)
Marlborough Global Bond B Acc Global Bonds 2 1.75 2.67
Marlborough Global Bond B Inc Global Bonds 2 1.76 2.67
Marlborough Global Bond P Acc Global Bonds 2 2.01 2.92
Marlborough Global Bond P Inc Global Bonds 2 2.02 2.92
Marlborough Global P Acc Global 2 11.50 0.43
Marlborough High Yld Fxd Int A Sterling High Yield 2 2.85 3.86
Marlborough High Yld Fxd Int B Inc Sterling High Yield 2 3.33 4.11
Marlborough High Yld Fxd Int P Inc Sterling High Yield 2 3.65 4.24
Marlborough Multi Cap Income A Acc UK Equity Income 2 -14.38 4.43
Marlborough Multi Cap Income A Inc UK Equity Income 2 -14.38 4.43
Marlborough Multi Cap Income B Acc UK Equity Income 2 -13.93 4.41
Marlborough Multi Cap Income B Inc UK Equity Income 2 -13.77 4.41
Marlborough Multi Cap Income P Acc UK Equity Income 2 -13.74 4.40
Marlborough Multi Cap Income P Inc UK Equity Income 2 -13.73 4.40
Marlborough Multi-Cap Growth A Inc UK All Companies 4 6.63 0.00
Marlborough Multi-Cap Growth B Inc UK All Companies 4 7.18 0.06
Marlborough Multi-Cap Growth P Inc UK All Companies 4 7.41 0.25
Marlborough Nano Cap Growth A UK Smaller Companies 4 27.31 0.00
Marlborough Nano Cap Growth B UK Smaller Companies 4 28.68 0.00
Marlborough Nano Cap Growth P UK Smaller Companies 4 28.27 0.00
Marlborough Special Sits A Acc UK Smaller Companies 3 17.93 0.00
Marlborough Special Sits B Acc UK Smaller Companies 3 18.52 0.04
Marlborough Special Sits P Acc UK Smaller Companies 3 18.80 0.22
Marlborough Technology A A Technology & Telecommunication 1 58.98 0.00
Marlborough Technology B A Technology & Telecommunication 1 59.79 0.00
Marlborough Technology P A Technology & Telecommunication 1 60.19 0.00
Marlborough UK Inc & Gth A UK Equity Income 1 17.58 2.91
Marlborough UK Inc & Gth B Inc UK Equity Income 1 18.12 2.90
Marlborough UK Inc & Gth P Inc UK Equity Income 1 18.47 2.89
Marlborough UK Micro Cap Gwth A UK Smaller Companies 3 18.81 0.00
Marlborough UK Micro Cap Gwth B Acc UK Smaller Companies 3 19.39 0.04
Marlborough UK Micro Cap Gwth P Acc UK Smaller Companies 3 19.69 0.22
Marlborough US Multi-Cap Inc A North America 3 2.96 1.33
Marlborough US Multi-Cap Inc B Inc North America 3 3.47 1.33
Marlborough US Multi-Cap Inc P Inc North America 3 3.72 1.32
Martin Currie Japan A Japan 1 2.26 0.13
Martin Currie Japan B Japan 1 2.98 0.83
Martin Currie Japan H Japan 1 23.51 0.61
Martin Currie Latin America A Specialist 3 -14.08 0.92
Martin Currie Latin America B Specialist 3 -13.62 1.49
Mayfair Capital Prp I Tfr Chrts NAV UK Direct Property -1.62 0.29
Maz Adv A A£ Flexible Investment 0.00 0.00
Maz Adv A I£ Flexible Investment 0.00 0.00
Mazarin Balanced A A £ Mixed Investment 40-85% Shares 9.21 0.00
Mazarin Balanced A I £ Mixed Investment 40-85% Shares 9.21 0.00
Mazarin Cautious A A £ Mixed Investment 20-60% Shares 5.91 0.00
Mazarin Cautious A I £ Mixed Investment 20-60% Shares 5.91 0.00
Mazener Inc Flexible Investment 4 8.58 1.29
McInroy & Wood Balanced Personal Mixed Investment 40-85% Shares 5 10.24 1.33
McInroy & Wood Emg Mkts Personal Specialist 1 6.47 1.58
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Marlborough Global Bond B Acc -0.82 -0.80 -1.37 -1.59 -0.95 29/01/2021
Marlborough Global Bond B Inc -0.82 -0.81 -1.37 -1.59 -0.94 29/01/2021
Marlborough Global Bond P Acc -0.83 -0.80 -1.35 -1.53 -0.82 29/01/2021
Marlborough Global Bond P Inc -0.83 -0.80 -1.36 -1.52 -0.82 29/01/2021
Marlborough Global P Acc -0.61 -2.91 0.70 9.97 12.66 29/01/2021
Marlborough High Yld Fxd Int A 0.13 -0.43 0.38 6.16 6.92 29/01/2021
Marlborough High Yld Fxd Int B Inc 0.14 -0.41 0.44 6.30 7.21 29/01/2021
Marlborough High Yld Fxd Int P Inc 0.15 -0.40 0.45 6.36 7.35 29/01/2021
Marlborough Multi Cap Income A Acc 0.43 -1.70 -3.56 12.27 10.56 29/01/2021
Marlborough Multi Cap Income A Inc 0.43 -1.70 -3.55 12.27 10.56 29/01/2021
Marlborough Multi Cap Income B Acc 0.43 -1.69 -3.52 12.43 10.86 29/01/2021
Marlborough Multi Cap Income B Inc 0.43 -1.70 -3.52 12.64 11.06 29/01/2021
Marlborough Multi Cap Income P Acc 0.43 -1.69 -3.50 12.48 10.97 29/01/2021
Marlborough Multi Cap Income P Inc 0.43 -1.69 -3.49 12.48 10.97 29/01/2021
Marlborough Multi-Cap Growth A Inc 0.85 -2.97 -2.93 8.78 12.20 29/01/2021
Marlborough Multi-Cap Growth B Inc 0.86 -2.97 -2.90 8.94 12.52 29/01/2021
Marlborough Multi-Cap Growth P Inc 0.85 -2.95 -2.86 8.97 12.61 29/01/2021
Marlborough Nano Cap Growth A 3.14 0.20 6.75 33.51 41.15 29/01/2021
Marlborough Nano Cap Growth B 3.16 0.18 6.93 34.42 42.51 29/01/2021
Marlborough Nano Cap Growth P 3.14 0.22 6.81 33.76 41.68 29/01/2021
Marlborough Special Sits A Acc 0.25 -2.13 -0.38 18.68 27.44 29/01/2021
Marlborough Special Sits B Acc 0.25 -2.12 -0.33 18.82 27.75 29/01/2021
Marlborough Special Sits P Acc 0.25 -2.11 -0.31 18.88 27.88 29/01/2021
Marlborough Technology A A 0.20 -1.54 5.49 31.80 32.74 28/01/2021
Marlborough Technology B A 0.20 -1.53 5.54 31.98 33.09 28/01/2021
Marlborough Technology P A 0.20 -1.52 5.55 32.06 33.25 28/01/2021
Marlborough UK Inc & Gth A 0.42 1.01 3.53 4.26 8.52 16/01/2014
Marlborough UK Inc & Gth B Inc 0.41 1.02 3.57 4.39 8.77 16/01/2014
Marlborough UK Inc & Gth P Inc 0.42 1.03 3.60 4.47 8.94 16/01/2014
Marlborough UK Micro Cap Gwth A 0.34 -2.52 0.92 24.26 28.30 29/01/2021
Marlborough UK Micro Cap Gwth B Acc 0.34 -2.51 0.96 24.40 28.60 29/01/2021
Marlborough UK Micro Cap Gwth P Acc 0.34 -2.51 0.98 24.47 28.76 29/01/2021
Marlborough US Multi-Cap Inc A -0.17 -1.69 -1.59 1.41 -0.15 29/01/2021
Marlborough US Multi-Cap Inc B Inc -0.17 -1.68 -1.54 1.54 0.10 29/01/2021
Marlborough US Multi-Cap Inc P Inc -0.17 -1.67 -1.52 1.60 0.22 29/01/2021
Martin Currie Japan A -0.86 -0.86 -1.32 -6.98 -3.72 28/02/2014
Martin Currie Japan B -0.84 -0.84 -1.26 -6.84 -3.34 28/02/2014
Martin Currie Japan H -0.63 -1.33 -1.94 -5.42 8.61 28/02/2014
Martin Currie Latin America A -0.39 0.55 2.93 10.85 -1.29 30/05/2014
Martin Currie Latin America B -0.33 0.62 3.00 11.04 -1.01 30/05/2014
Mayfair Capital Prp I Tfr Chrts NAV 1.17 - 1.17 1.52 0.80 31/12/2020
Maz Adv A A£ -1.48 -2.58 0.80 8.85 13.10 29/01/2021
Maz Adv A I£ -1.48 -2.58 0.80 8.85 13.10 29/01/2021
Mazarin Balanced A A £ -1.14 -2.60 -0.27 8.48 9.43 29/01/2021
Mazarin Balanced A I £ -1.14 -2.60 -0.27 8.48 9.43 29/01/2021
Mazarin Cautious A A £ -1.00 -2.15 -0.46 6.01 6.32 29/01/2021
Mazarin Cautious A I £ -1.00 -2.15 -0.46 6.01 6.32 29/01/2021
Mazener Inc 0.85 -2.01 -0.09 8.89 9.12 29/01/2021
McInroy & Wood Balanced Personal -0.54 -1.32 -1.22 6.39 5.43 29/01/2021
McInroy & Wood Emg Mkts Personal -1.35 -3.33 -0.38 9.50 9.66 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Marlborough Global Bond B Acc 2 1.75 10.21 0.27 2.46 14.63
Marlborough Global Bond B Inc 2 1.76 10.25 0.27 2.67 14.71
Marlborough Global Bond P Acc 2 2.01 10.17 0.43 2.87 14.76
Marlborough Global Bond P Inc 2 2.02 10.14 0.43 2.87 14.84
Marlborough Global P Acc 2 11.50 17.96 -10.20 14.55 30.83
Marlborough High Yld Fxd Int A 2 2.85 9.13 -3.72 6.63 8.97
Marlborough High Yld Fxd Int B Inc 2 3.33 9.67 -3.25 7.16 9.81
Marlborough High Yld Fxd Int P Inc 2 3.65 9.34 -2.95 7.35 9.69
Marlborough Multi Cap Income A Acc 2 -14.38 17.32 -7.86 16.31 2.35
Marlborough Multi Cap Income A Inc 2 -14.38 17.32 -7.86 16.31 2.34
Marlborough Multi Cap Income B Acc 2 -13.93 17.90 -7.40 16.89 2.83
Marlborough Multi Cap Income B Inc 2 -13.77 17.91 -7.42 16.89 2.83
Marlborough Multi Cap Income P Acc 2 -13.74 18.20 -7.19 17.17 3.08
Marlborough Multi Cap Income P Inc 2 -13.73 18.19 -7.18 17.17 3.08
Marlborough Multi-Cap Growth A Inc 4 6.63 19.32 -12.63 28.32 14.44
Marlborough Multi-Cap Growth B Inc 4 7.18 20.05 -12.22 29.07 15.04
Marlborough Multi-Cap Growth P Inc 4 7.41 19.57 -11.97 29.25 15.23
Marlborough Nano Cap Growth A 4 27.31 16.85 -0.30 28.53 23.03
Marlborough Nano Cap Growth B 4 28.68 18.11 0.18 29.42 23.72
Marlborough Nano Cap Growth P 4 28.27 17.67 0.47 29.52 23.96
Marlborough Special Sits A Acc 3 17.93 13.74 -9.96 25.31 17.47
Marlborough Special Sits B Acc 3 18.52 13.74 -9.52 25.93 18.03
Marlborough Special Sits P Acc 3 18.80 14.02 -9.29 26.25 18.32
Marlborough Technology A A 1 58.98 14.17 12.10 7.78 31.54
Marlborough Technology B A 1 59.79 14.74 12.66 8.32 32.21
Marlborough Technology P A 1 60.19 15.03 12.94 8.59 32.53
Marlborough UK Inc & Gth A 1 17.58 7.04 -10.34 11.86 26.59
Marlborough UK Inc & Gth B Inc 1 18.12 - - - -
Marlborough UK Inc & Gth P Inc 1 18.47 7.07 -10.34 11.86 26.59
Marlborough UK Micro Cap Gwth A 3 18.81 19.64 -9.27 29.74 22.59
Marlborough UK Micro Cap Gwth B Acc 3 19.39 19.63 -8.82 30.36 23.18
Marlborough UK Micro Cap Gwth P Acc 3 19.69 19.94 -8.59 30.69 23.48
Marlborough US Multi-Cap Inc A 3 2.96 36.59 -0.83 12.96 31.33
Marlborough US Multi-Cap Inc B Inc 3 3.47 37.28 -0.34 13.53 31.98
Marlborough US Multi-Cap Inc P Inc 3 3.72 37.62 -0.09 13.81 32.31
Martin Currie Japan A 1 2.26 4.65 -6.55 8.76 28.63
Martin Currie Japan B 1 2.98 5.44 -5.85 9.66 29.60
Martin Currie Japan H 1 23.51 15.21 -9.65 6.60 -
Martin Currie Latin America A 3 -14.08 8.07 -14.39 - -
Martin Currie Latin America B 3 -13.62 8.64 -14.17 - -
Mayfair Capital Prp I Tfr Chrts NAV -1.62 2.53 8.56 11.88 5.12
Maz Adv A A£ - - - - -
Maz Adv A I£ - - - - -
Mazarin Balanced A A £ 9.21 - - - -
Mazarin Balanced A I £ 9.21 - - - -
Mazarin Cautious A A £ 5.91 - - - -
Mazarin Cautious A I £ 5.91 - - - -
Mazener Inc 4 8.58 15.60 -4.27 8.63 17.48
McInroy & Wood Balanced Personal 5 10.24 12.67 -1.25 6.89 19.09
McInroy & Wood Emg Mkts Personal 1 6.47 7.17 -6.49 15.46 30.42
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Marlborough Global Bond B Acc GBX 50,000 1,000 5.00 0.63 - 0.678
Marlborough Global Bond B Inc GBX 50,000 1,000 5.00 0.63 - 0.678
Marlborough Global Bond P Acc GBX 1,000,000 1,000 0.00 0.38 - 0.428
Marlborough Global Bond P Inc GBX 1,000,000 1,000 0.00 0.38 - 0.428
Marlborough Global P Acc GBX 1,000,000 1,000 0.00 0.75 - 1.592
Marlborough High Yld Fxd Int A GBX 1,000 1,000 5.25 1.50 - 1.608
Marlborough High Yld Fxd Int B Inc GBX 50,000 1,000 5.00 1.00 - 1.108
Marlborough High Yld Fxd Int P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.858
Marlborough Multi Cap Income A Acc GBX 1,000 1,000 5.25 1.50 - 1.530
Marlborough Multi Cap Income A Inc GBX 1,000 1,000 5.25 1.50 - 1.530
Marlborough Multi Cap Income B Acc GBX 50,000 1,000 5.00 1.00 - 1.030
Marlborough Multi Cap Income B Inc GBX 50,000 1,000 5.00 1.00 - 1.030
Marlborough Multi Cap Income P Acc GBX 1,000,000 1,000 0.00 0.75 - 0.780
Marlborough Multi Cap Income P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.780
Marlborough Multi-Cap Growth A Inc GBX 1,000 1,000 5.00 1.50 - 1.553
Marlborough Multi-Cap Growth B Inc GBX 50,000 1,000 5.00 1.00 - 1.053
Marlborough Multi-Cap Growth P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.803
Marlborough Nano Cap Growth A GBX 100,000 100,000 5.25 1.50 - 1.550
Marlborough Nano Cap Growth B GBX 100,000 100,000 5.25 1.00 - 1.051
Marlborough Nano Cap Growth P GBX 1,000,000 100,000 0.00 0.75 - 0.800
Marlborough Special Sits A Acc GBX 1,000 1,000 5.00 1.50 - 1.530
Marlborough Special Sits B Acc GBX 50,000 1,000 1.00 1.00 - 1.030
Marlborough Special Sits P Acc GBX 1,000,000 1,000 0.00 0.75 - 0.780
Marlborough Technology A A GBX 1,000 1,000 5.00 1.60 - 1.736
Marlborough Technology B A GBX 50,000 1,000 5.00 1.10 - 1.236
Marlborough Technology P A GBX 1,000,000 1,000 0.00 0.85 - 0.986
Marlborough UK Inc & Gth A GBX 500 250 5.25 1.50 1.82 1.790
Marlborough UK Inc & Gth B Inc GBX 50,000 1,000 5.00 1.00 - 1.050
Marlborough UK Inc & Gth P Inc GBX 1,000,000 1,000 1.00 0.75 - 0.800
Marlborough UK Micro Cap Gwth A GBX 1,000 1,000 5.00 1.50 - 1.529
Marlborough UK Micro Cap Gwth B Acc GBX 50,000 1,000 1.00 1.00 - 1.029
Marlborough UK Micro Cap Gwth P Acc GBX 1,000,000 1,000 0.00 0.75 - 0.779
Marlborough US Multi-Cap Inc A GBX 1,000 1,000 5.25 1.50 - 1.584
Marlborough US Multi-Cap Inc B Inc GBX 50,000 1,000 5.00 1.00 - 1.084
Marlborough US Multi-Cap Inc P Inc GBX 1,000,000 1,000 0.00 0.75 - 0.834
Martin Currie Japan A GBX 1,000 250 5.00 1.50 1.71 1.910
Martin Currie Japan B GBX 100,000 1,000 5.00 0.75 0.96 1.160
Martin Currie Japan H GBX 100,000 1,000 5.00 0.80 1.02 1.210
Martin Currie Latin America A GBX 1,000 100 5.00 1.50 2.00 2.080
Martin Currie Latin America B GBX 100,000 1,000 5.00 1.00 1.50 1.580
Mayfair Capital Prp I Tfr Chrts NAV GBX 50,000 10,000 - - 0.65 -
Maz Adv A A£ GBX 5,000 1,000 5.00 0.62 - -
Maz Adv A I£ GBX 5,000 1,000 5.00 0.62 - -
Mazarin Balanced A A £ GBX 5,000 1,000 5.00 0.62 - 1.370
Mazarin Balanced A I £ GBX 5,000 1,000 5.00 0.62 - 1.370
Mazarin Cautious A A £ GBX 5,000 1,000 5.00 0.62 - 1.340
Mazarin Cautious A I £ GBX 5,000 1,000 5.00 0.62 - 1.340
Mazener Inc GBX 1,000 0 0.00 0.85 0.99 0.990
McInroy & Wood Balanced Personal GBX 1,000 1,000 0.00 1.00 - 1.147
McInroy & Wood Emg Mkts Personal GBX 1,000 1,000 0.00 1.00 - 1.294
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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