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 (%)
McInroy & Wood Income Personal Mixed Investment 40-85% Shares 2 2.48 2.51
McInroy & Wood Sm Cos Personal Global 5 20.19 1.03
Meadowgate Balanced Acc Mixed Investment 20-60% Shares 5.86 0.00
Meadowgate Growth Inc Mixed Investment 40-85% Shares 7.49 0.00
Melchior Asian Opps A EUR Asia Pacific Excluding Japan 5 17.16 0.00
Melchior Asian Opps A GBP Asia Pacific Excluding Japan 5 18.09 0.00
Melchior Asian Opps A USD Asia Pacific Excluding Japan 5 18.40 0.00
Melchior Asian Opps B EUR Asia Pacific Excluding Japan 5 17.72 0.12
Melchior Asian Opps B USD Asia Pacific Excluding Japan 5 18.39 0.00
Melchior Asian Opps C GBP Asia Pacific Excluding Japan 5 17.92 0.01
Melchior Asian Opps D GBP Asia Pacific Excluding Japan 5 18.13 0.34
Melchior Asian Opps I GBP Asia Pacific Excluding Japan 5 19.60 0.58
Melchior Asian Opps I USD Asia Pacific Excluding Japan 5 19.28 0.97
Melchior Global Equity B GBP Global 2 14.38 0.01
Melchior Global Equity I GBP Global 2 16.84 1.02
Melchior Global Equity I USD Global 2 16.42 1.06
Melchior Jap Advantage A GBP Japan 2 18.93 0.19
Melchior Jap Advantage B JPY Japan 2 19.09 0.68
Melchior Jap Advantage C GBP Japan 2 19.73 0.25
Melchior Jap Advantage D GBP Japan 2 20.26 0.25
Melchior Jap Advantage I GBP Japan 2 20.43 0.02
Melchior Jap Advantage I Hg GBP Japan 2 31.47 0.30
Melchior Jap Advantage I JPY Japan 2 19.95 0.00
Melchior NthAm Opp A GBP North America 1 18.93 0.00
Melchior NthAm Opp A USD North America 1 18.94 0.00
Melchior NthAm Opp B USD North America 1 19.47 0.00
Melchior NthAm Opp C GBP North America 1 19.73 0.00
Melchior NthAm Opp D GBP North America 1 21.14 0.00
Melchior NthAm Opp I GBP North America 1 20.16 0.00
Melchior NthAm Opp I Hdg GBP North America 1 9.84 0.00
Merian Asia Pacific A Acc Asia Pacific Excluding Japan 3 25.28 0.40
Merian Asia Pacific P Acc Asia Pacific Excluding Japan 3 25.89 0.83
Merian Asia Pacific R Acc Asia Pacific Excluding Japan 3 26.20 1.04
Merian Asia Pacific U1 Acc Asia Pacific Excluding Japan 3 26.31 1.10
Merian Asia Pacific U2 Acc Asia Pacific Excluding Japan 3 26.37 1.17
Merian Corporate Bond A A£ Sterling Corporate Bond 5 6.98 2.37
Merian Corporate Bond A I£ Sterling Corporate Bond 5 7.06 2.37
Merian Corporate Bond P A£ Sterling Corporate Bond 5 7.36 2.37
Merian Corporate Bond P I£ Sterling Corporate Bond 5 7.34 2.37
Merian Corporate Bond R A£ Sterling Corporate Bond 5 7.52 2.37
Merian Corporate Bond R I£ Sterling Corporate Bond 5 7.52 2.37
Merian Corporate Bond U1 A£ Sterling Corporate Bond 5 7.87 2.37
Merian Corporate Bond U1 I£ Sterling Corporate Bond 5 7.82 2.37
Merian Corporate Bond U2 I£ Sterling Corporate Bond 5 7.55 2.37
Merian Eurpn Eq (ex UK) A A$ Europe Excluding UK 1 6.49 0.00
Merian Eurpn Eq (ex UK) A A£ Europe Excluding UK 1 6.61 0.00
Merian Eurpn Eq (ex UK) P A£ Europe Excluding UK 1 7.18 0.00
Merian Eurpn Eq (ex UK) R A£ Europe Excluding UK 1 7.41 0.00
Merian Eurpn Eq (ex UK) U1 A£ Europe Excluding UK 1 7.50 0.00
Merian Eurpn Eq (ex UK) U2 A£ Europe Excluding UK 1 7.59 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
McInroy & Wood Income Personal -0.36 -1.14 -1.01 8.87 5.07 29/01/2021
McInroy & Wood Sm Cos Personal -0.79 -2.28 -0.82 17.11 23.06 29/01/2021
Meadowgate Balanced Acc -0.09 -1.66 -0.47 5.03 4.72 29/01/2021
Meadowgate Growth Inc 0.18 -2.10 -1.15 4.19 5.47 29/01/2021
Melchior Asian Opps A EUR 0.19 0.00 -5.44 -0.81 11.11 11/06/2015
Melchior Asian Opps A GBP 0.30 0.00 -4.92 0.33 11.78 11/06/2015
Melchior Asian Opps A USD 0.57 0.00 -5.31 0.09 11.40 11/06/2015
Melchior Asian Opps B EUR 0.19 0.00 -5.42 -0.71 11.36 11/06/2015
Melchior Asian Opps B USD 0.57 0.00 -5.29 0.20 11.65 11/06/2015
Melchior Asian Opps C GBP 0.28 0.00 -4.86 0.18 11.23 11/06/2015
Melchior Asian Opps D GBP 0.28 0.00 -4.85 0.23 11.10 11/06/2015
Melchior Asian Opps I GBP 0.31 0.00 -4.88 0.60 12.44 11/06/2015
Melchior Asian Opps I USD 0.57 0.00 -5.26 0.37 12.07 11/06/2015
Melchior Global Equity B GBP 0.64 0.00 -1.70 0.40 8.29 11/06/2015
Melchior Global Equity I GBP 0.64 0.00 -1.59 1.08 9.64 11/06/2015
Melchior Global Equity I USD 0.82 0.00 -1.76 0.88 9.24 11/06/2015
Melchior Jap Advantage A GBP 0.44 0.00 -1.21 0.52 14.66 11/06/2015
Melchior Jap Advantage B JPY 0.58 0.00 -1.28 0.83 14.41 11/06/2015
Melchior Jap Advantage C GBP 0.48 0.00 -1.17 0.71 15.06 11/06/2015
Melchior Jap Advantage D GBP 0.48 0.00 -1.16 0.76 15.26 11/06/2015
Melchior Jap Advantage I GBP 0.45 0.00 -1.19 0.83 15.36 11/06/2015
Melchior Jap Advantage I Hg GBP 1.12 0.00 -1.18 8.04 22.51 11/06/2015
Melchior Jap Advantage I JPY 0.58 0.00 -1.26 0.94 14.76 11/06/2015
Melchior NthAm Opp A GBP 0.43 0.00 -2.05 -4.55 3.93 11/06/2015
Melchior NthAm Opp A USD 0.62 0.00 -2.14 -4.42 4.13 11/06/2015
Melchior NthAm Opp B USD 0.62 0.00 -2.13 -4.32 4.35 11/06/2015
Melchior NthAm Opp C GBP 0.44 0.00 -2.03 -4.42 4.23 11/06/2015
Melchior NthAm Opp D GBP 0.43 0.00 -2.00 -4.28 4.56 11/06/2015
Melchior NthAm Opp I GBP 0.42 0.00 -2.03 -4.33 4.45 11/06/2015
Melchior NthAm Opp I Hdg GBP 0.35 0.00 -0.55 -0.19 4.56 11/06/2015
Merian Asia Pacific A Acc -1.27 -4.92 5.94 12.52 18.91 29/01/2021
Merian Asia Pacific P Acc -1.26 -4.89 5.97 12.65 19.23 29/01/2021
Merian Asia Pacific R Acc -1.28 -4.91 6.02 12.72 19.35 29/01/2021
Merian Asia Pacific U1 Acc -1.29 -4.91 6.01 12.74 19.41 29/01/2021
Merian Asia Pacific U2 Acc -1.27 -4.92 6.03 12.77 19.43 29/01/2021
Merian Corporate Bond A A£ -0.28 -0.32 -0.67 2.09 3.02 29/01/2021
Merian Corporate Bond A I£ -0.22 -0.29 -0.58 2.17 3.04 29/01/2021
Merian Corporate Bond P A£ -0.28 -0.33 -0.61 2.21 3.20 29/01/2021
Merian Corporate Bond P I£ -0.29 -0.36 -0.65 2.15 3.17 29/01/2021
Merian Corporate Bond R A£ -0.26 -0.32 -0.64 2.23 3.25 29/01/2021
Merian Corporate Bond R I£ -0.30 -0.30 -0.60 2.24 3.28 29/01/2021
Merian Corporate Bond U1 A£ -0.28 -0.35 -0.62 2.27 3.45 29/01/2021
Merian Corporate Bond U1 I£ -0.33 -0.33 -0.58 2.31 3.47 29/01/2021
Merian Corporate Bond U2 I£ -0.25 -0.25 -0.58 2.31 3.21 29/01/2021
Merian Eurpn Eq (ex UK) A A$ 0.58 -2.39 -1.67 16.74 7.89 29/01/2021
Merian Eurpn Eq (ex UK) A A£ 0.12 -2.34 -1.51 17.31 8.01 29/01/2021
Merian Eurpn Eq (ex UK) P A£ 0.10 -2.33 -1.43 17.45 8.33 29/01/2021
Merian Eurpn Eq (ex UK) R A£ 0.10 -2.33 -1.43 17.49 8.44 29/01/2021
Merian Eurpn Eq (ex UK) U1 A£ 0.07 -2.34 -1.44 17.49 8.43 29/01/2021
Merian Eurpn Eq (ex UK) U2 A£ 0.14 -2.28 -1.39 17.59 8.58 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
McInroy & Wood Income Personal 2 2.48 13.26 -2.47 4.52 12.51
McInroy & Wood Sm Cos Personal 5 20.19 17.83 -3.52 22.37 28.30
Meadowgate Balanced Acc 5.86 - - - -
Meadowgate Growth Inc 7.49 - - - -
Melchior Asian Opps A EUR 5 17.16 5.54 22.04 -12.68 22.03
Melchior Asian Opps A GBP 5 18.09 5.37 22.13 -12.95 22.08
Melchior Asian Opps A USD 5 18.40 4.34 23.63 -13.53 22.10
Melchior Asian Opps B EUR 5 17.72 6.00 22.59 -12.25 22.79
Melchior Asian Opps B USD 5 18.39 5.33 24.27 -13.10 22.71
Melchior Asian Opps C GBP 5 17.92 5.31 20.68 -12.61 22.58
Melchior Asian Opps D GBP 5 18.13 6.41 20.80 -12.16 23.20
Melchior Asian Opps I GBP 5 19.60 6.75 23.32 -12.44 22.61
Melchior Asian Opps I USD 5 19.28 6.22 25.05 -12.72 23.23
Melchior Global Equity B GBP 2 14.38 13.37 25.04 -10.07 -
Melchior Global Equity I GBP 2 16.84 15.33 25.70 -10.07 -
Melchior Global Equity I USD 2 16.42 - - - -
Melchior Jap Advantage A GBP 2 18.93 -6.94 29.73 -9.75 9.21
Melchior Jap Advantage B JPY 2 19.09 -6.05 29.04 -8.24 10.12
Melchior Jap Advantage C GBP 2 19.73 -6.69 30.16 -9.14 9.72
Melchior Jap Advantage D GBP 2 20.26 -5.96 25.40 -8.63 10.15
Melchior Jap Advantage I GBP 2 20.43 -5.76 30.97 -9.28 9.78
Melchior Jap Advantage I Hg GBP 2 31.47 8.95 55.57 -12.90 -
Melchior Jap Advantage I JPY 2 19.95 -5.33 - - -
Melchior NthAm Opp A GBP 1 18.93 6.45 24.37 -4.45 22.79
Melchior NthAm Opp A USD 1 18.94 6.28 25.74 -5.53 22.84
Melchior NthAm Opp B USD 1 19.47 6.73 26.19 -4.70 23.46
Melchior NthAm Opp C GBP 1 19.73 6.72 25.35 -5.35 22.68
Melchior NthAm Opp D GBP 1 21.14 7.28 25.88 -3.33 22.34
Melchior NthAm Opp I GBP 1 20.16 7.67 25.42 -3.97 23.41
Melchior NthAm Opp I Hdg GBP 1 9.84 20.47 23.97 -6.33 30.95
Merian Asia Pacific A Acc 3 25.28 10.29 -14.71 35.08 44.12
Merian Asia Pacific P Acc 3 25.89 10.85 -14.31 35.79 44.84
Merian Asia Pacific R Acc 3 26.20 11.13 -14.06 36.09 45.20
Merian Asia Pacific U1 Acc 3 26.31 11.21 -14.00 36.19 45.30
Merian Asia Pacific U2 Acc 3 26.37 11.34 -13.99 36.30 45.42
Merian Corporate Bond A A£ 5 6.98 13.15 -2.29 6.36 7.65
Merian Corporate Bond A I£ 5 7.06 13.14 -2.35 6.41 7.66
Merian Corporate Bond P A£ 5 7.36 13.49 -1.91 6.74 7.95
Merian Corporate Bond P I£ 5 7.34 13.54 -1.92 6.73 7.97
Merian Corporate Bond R A£ 5 7.52 13.74 -1.85 6.95 8.09
Merian Corporate Bond R I£ 5 7.52 13.69 -1.74 6.89 8.09
Merian Corporate Bond U1 A£ 5 7.87 13.91 -1.76 6.97 8.12
Merian Corporate Bond U1 I£ 5 7.82 13.96 -1.80 7.01 8.13
Merian Corporate Bond U2 I£ 5 7.55 13.84 -1.74 7.07 8.16
Merian Eurpn Eq (ex UK) A A$ 1 6.49 15.05 -21.14 16.65 21.32
Merian Eurpn Eq (ex UK) A A£ 1 6.61 15.07 -21.21 16.55 22.48
Merian Eurpn Eq (ex UK) P A£ 1 7.18 15.65 -20.81 17.13 23.08
Merian Eurpn Eq (ex UK) R A£ 1 7.41 15.73 -20.62 17.46 23.39
Merian Eurpn Eq (ex UK) U1 A£ 1 7.50 15.99 -20.54 17.51 23.49
Merian Eurpn Eq (ex UK) U2 A£ 1 7.59 16.14 -20.53 17.62 23.58
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
McInroy & Wood Income Personal GBX 1,000 1,000 0.00 1.00 - 1.143
McInroy & Wood Sm Cos Personal GBX 1,000 1,000 0.00 1.00 - 1.154
Meadowgate Balanced Acc GBX 5,000,000 100,000 - - - 1.630
Meadowgate Growth Inc GBX 5,000,000 100,000 - - - 1.140
Melchior Asian Opps A EUR EUR 10,000 0 0.00 2.15 2.55 2.550
Melchior Asian Opps A GBP GBX 10,000 0 0.00 2.15 2.55 2.550
Melchior Asian Opps A USD USD 10,000 0 0.00 2.15 2.55 2.550
Melchior Asian Opps B EUR EUR 250,000 0 0.00 1.65 2.05 2.050
Melchior Asian Opps B USD USD 250,000 0 0.00 1.65 2.05 2.050
Melchior Asian Opps C GBP GBX 10,000 0 0.00 1.75 2.15 2.150
Melchior Asian Opps D GBP GBX 250,000 0 0.00 1.25 1.65 1.650
Melchior Asian Opps I GBP GBX 250,000 0 0.00 0.85 2.05 2.050
Melchior Asian Opps I USD USD 250,000 0 0.00 0.85 1.65 1.650
Melchior Global Equity B GBP GBX 250,000 0 0.00 1.50 2.79 2.790
Melchior Global Equity I GBP GBX 250,000 0 0.00 0.25 2.04 2.040
Melchior Global Equity I USD USD 0 0 - 0.25 - -
Melchior Jap Advantage A GBP GBX 10,000 0 0.00 2.15 2.35 2.350
Melchior Jap Advantage B JPY JPY 250,000 0 0.00 1.65 1.85 1.850
Melchior Jap Advantage C GBP GBX 10,000 0 0.00 1.50 1.70 1.700
Melchior Jap Advantage D GBP GBX 250,000 0 0.00 1.00 1.20 1.200
Melchior Jap Advantage I GBP GBX 250,000 0 0.00 0.85 1.85 1.850
Melchior Jap Advantage I Hg GBP GBX 0 0 0.00 0.85 1.85 1.850
Melchior Jap Advantage I JPY JPY 250,000 0 0.00 0.85 1.20 1.200
Melchior NthAm Opp A GBP GBX 10,000 0 0.00 2.15 2.43 2.430
Melchior NthAm Opp A USD USD 10,000 0 0.00 2.15 2.43 2.430
Melchior NthAm Opp B USD USD 250,000 0 0.00 1.65 1.93 1.930
Melchior NthAm Opp C GBP GBX 10,000 0 0.00 1.50 1.78 1.780
Melchior NthAm Opp D GBP GBX 250,000 0 0.00 0.80 1.28 1.280
Melchior NthAm Opp I GBP GBX 250,000 0 0.00 1.00 1.93 1.930
Melchior NthAm Opp I Hdg GBP GBX 250,000 0 0.00 1.00 1.93 1.930
Merian Asia Pacific A Acc GBX 1,000 500 4.00 0.00 2.11 1.750
Merian Asia Pacific P Acc GBX 1,000 500 4.00 0.00 1.63 1.250
Merian Asia Pacific R Acc GBX 5,000,000 150,000 0.00 0.00 1.38 1.000
Merian Asia Pacific U1 Acc GBX 100,000,000 500,000 0.00 0.00 - 0.930
Merian Asia Pacific U2 Acc GBX 250,000,000 1,000,000 0.00 0.00 1.21 0.850
Merian Corporate Bond A A£ GBX 1,000 500 3.50 0.00 1.14 1.150
Merian Corporate Bond A I£ GBX 1,000 500 3.50 0.00 1.14 1.150
Merian Corporate Bond P A£ GBX 1,000 500 3.50 0.00 0.79 0.800
Merian Corporate Bond P I£ GBX 1,000 500 3.50 0.00 0.79 0.800
Merian Corporate Bond R A£ GBX 5,000,000 150,000 0.00 0.00 0.64 0.650
Merian Corporate Bond R I£ GBX 5,000,000 150,000 0.00 0.00 0.65 0.650
Merian Corporate Bond U1 A£ GBX 100,000,000 500,000 0.00 0.00 0.59 0.350
Merian Corporate Bond U1 I£ GBX 100,000,000 500,000 0.00 0.00 0.59 0.350
Merian Corporate Bond U2 I£ GBX 250,000,000 1,000,000 0.00 0.00 - 0.550
Merian Eurpn Eq (ex UK) A A$ USX 2,000 1,000 4.00 0.00 - 1.650
Merian Eurpn Eq (ex UK) A A£ GBX 1,000 500 4.00 0.00 1.73 1.650
Merian Eurpn Eq (ex UK) P A£ GBX 1,000 500 4.00 0.00 1.24 1.150
Merian Eurpn Eq (ex UK) R A£ GBX 5,000,000 150,000 0.00 0.00 0.98 0.900
Merian Eurpn Eq (ex UK) U1 A£ GBX 100,000,000 500,000 0.00 0.00 - 0.830
Merian Eurpn Eq (ex UK) U2 A£ GBX 250,000,000 1,000,000 0.00 0.00 0.83 0.750
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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