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 (%)
MI Brwn Dlphn Vgy Max 70% Eq A Inc Mixed Investment 20-60% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 70% Eq B Acc Mixed Investment 20-60% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 70% Eq B Inc Mixed Investment 20-60% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 80% Eq A Acc Mixed Investment 40-85% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 80% Eq A Inc Mixed Investment 40-85% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 80% Eq B Acc Mixed Investment 40-85% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 80% Eq B Inc Mixed Investment 40-85% Shares 0.00 0.00
MI Brwn Dlphn Vgy Max 90% Eq A Acc Flexible Investment 0.00 0.00
MI Brwn Dlphn Vgy Max 90% Eq A Inc Flexible Investment 0.00 0.00
MI Brwn Dlphn Vgy Max 90% Eq B Acc Flexible Investment 0.00 0.00
MI Brwn Dlphn Vgy Max 90% Eq B Inc Flexible Investment 0.00 0.00
MI Charles Stanley Equity A Acc UK All Companies 5 -4.10 2.26
MI Charles Stanley Equity A Inc UK All Companies 5 -4.11 2.30
MI Charles Stanley Equity B Acc UK All Companies 5 -4.81 1.56
MI Charles Stanley Equity B Inc UK All Companies 5 -4.81 1.58
MI CharStMuAsAdvt A Acc Flexible Investment 4 11.94 1.36
MI CharStMuAsAdvt A Inc Flexible Investment 4 11.94 1.38
MI CharStMuAsAdvt C Acc Flexible Investment 4 11.94 1.37
MI CharStMuAsCts A Acc Mixed Investment 20-60% Shares 2 5.34 1.43
MI CharStMuAsCts A Inc Mixed Investment 20-60% Shares 2 5.35 1.44
MI CharStMuAsCts C Acc Mixed Investment 20-60% Shares 2 5.33 1.43
MI CharStMuAsDef A Acc Mixed Investment 0-35% Shares 3 -1.62 1.26
MI CharStMuAsDef A Inc Mixed Investment 0-35% Shares 3 -1.61 1.28
MI CharStMuAsDef B Acc Mixed Investment 0-35% Shares 3 -1.27 1.57
MI CharStMuAsDef C Inc Mixed Investment 0-35% Shares 3 -1.23 1.62
MI CharStMuAsDef Z Inc Mixed Investment 0-35% Shares 3 -0.88 1.88
MI CharStMuAsGwt A Acc Mixed Investment 40-85% Shares 3 9.75 1.68
MI CharStMuAsGwt A Inc Mixed Investment 40-85% Shares 3 9.76 1.70
MI CharStMuAsGwt B Acc Mixed Investment 40-85% Shares 3 9.76 1.68
MI CharStMuAsGwt C Acc Mixed Investment 40-85% Shares 3 9.76 1.67
MI CharStMuAsMdt A Acc Mixed Investment 40-85% Shares 2 7.56 1.52
MI CharStMuAsMdt A Inc Mixed Investment 40-85% Shares 2 7.56 1.53
MI CharStMuAsMdt C Acc Mixed Investment 40-85% Shares 2 7.55 1.52
MI Chelverton UK Eq Inc A Acc UK Equity Income 1 -14.02 2.29
MI Chelverton UK Eq Inc A Inc UK Equity Income 1 -14.01 2.35
MI Chelverton UK Eq Inc B Acc UK Equity Income 1 -13.34 2.18
MI Chelverton UK Eq Inc B Inc UK Equity Income 1 -13.34 2.57
MI Chelverton UK Equ Grth A Acc UK All Companies 5 16.92 0.00
MI Chelverton UK Equ Grth B Acc UK All Companies 5 17.65 0.08
MI Chelverton UK Equ Grth B Inc UK All Companies 5 17.65 0.08
MI ChlErpSl A I Europe Excluding UK 0.00 1.25
MI ChlErpSl B A Europe Excluding UK 13.60 0.98
MI ChlErpSl B I Europe Excluding UK 13.62 1.01
MI ChrlsStnlyMntlyHghInc A Acc Mixed Investment 0-35% Shares 1 -1.26 3.64
MI ChrlsStnlyMntlyHghInc A Inc Mixed Investment 0-35% Shares 1 -1.25 3.73
MI ChrlsStnlyMntlyHghInc C Acc Mixed Investment 0-35% Shares 1 -1.01 3.64
MI ChrlsStnlyMntlyHghInc C Inc Mixed Investment 0-35% Shares 1 -1.01 3.72
MI ChrlsStnlyUK&IntlGth A Acc Global 1 -2.22 1.64
MI Diversified Strategy B Inc Flexible Investment 1 3.35 0.00
MI Diversified Strategy C Acc Flexible Investment 1 3.73 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
MI Brwn Dlphn Vgy Max 70% Eq A Inc -0.87 -1.73 0.42 8.93 - 29/01/2021
MI Brwn Dlphn Vgy Max 70% Eq B Acc -0.87 -1.73 0.43 8.96 - 29/01/2021
MI Brwn Dlphn Vgy Max 70% Eq B Inc -0.87 -1.73 0.43 8.97 - 29/01/2021
MI Brwn Dlphn Vgy Max 80% Eq A Acc -0.97 -2.03 0.67 10.03 - 29/01/2021
MI Brwn Dlphn Vgy Max 80% Eq A Inc -0.97 -2.04 0.68 10.03 - 29/01/2021
MI Brwn Dlphn Vgy Max 80% Eq B Acc -0.97 -2.03 0.68 10.05 - 29/01/2021
MI Brwn Dlphn Vgy Max 80% Eq B Inc -0.97 -2.03 0.68 10.05 - 29/01/2021
MI Brwn Dlphn Vgy Max 90% Eq A Acc -1.14 -2.50 0.62 11.17 - 29/01/2021
MI Brwn Dlphn Vgy Max 90% Eq A Inc -1.14 -2.50 0.62 11.17 - 29/01/2021
MI Brwn Dlphn Vgy Max 90% Eq B Acc -1.14 -2.50 0.63 11.20 - 29/01/2021
MI Brwn Dlphn Vgy Max 90% Eq B Inc -1.14 -2.50 0.63 11.20 - 29/01/2021
MI Charles Stanley Equity A Acc -0.47 -3.05 -4.82 8.56 3.44 29/01/2021
MI Charles Stanley Equity A Inc -0.47 -3.05 -4.81 8.56 3.44 29/01/2021
MI Charles Stanley Equity B Acc -0.47 -3.07 -4.89 8.37 3.05 29/01/2021
MI Charles Stanley Equity B Inc -0.47 -3.07 -4.89 8.37 3.05 29/01/2021
MI CharStMuAsAdvt A Acc -0.45 -2.18 1.49 10.33 13.16 29/01/2021
MI CharStMuAsAdvt A Inc -0.44 -2.18 1.48 10.33 13.15 29/01/2021
MI CharStMuAsAdvt C Acc -0.45 -2.18 1.48 10.33 13.15 29/01/2021
MI CharStMuAsCts A Acc -0.36 -0.93 0.57 4.65 5.27 29/01/2021
MI CharStMuAsCts A Inc -0.36 -0.93 0.58 4.65 5.28 29/01/2021
MI CharStMuAsCts C Acc -0.38 -0.94 0.57 4.65 5.27 29/01/2021
MI CharStMuAsDef A Acc 0.00 0.04 0.52 -1.30 -0.93 21/12/2018
MI CharStMuAsDef A Inc 0.00 0.04 0.52 -1.30 -0.93 21/12/2018
MI CharStMuAsDef B Acc 0.00 0.03 0.55 -1.21 -0.76 21/12/2018
MI CharStMuAsDef C Inc 0.00 0.03 0.55 -1.21 -0.76 21/12/2018
MI CharStMuAsDef Z Inc -0.01 0.00 0.58 -1.12 -0.56 21/12/2018
MI CharStMuAsGwt A Acc -0.46 -1.86 1.17 8.71 11.15 29/01/2021
MI CharStMuAsGwt A Inc -0.47 -1.86 1.17 8.71 11.15 29/01/2021
MI CharStMuAsGwt B Acc -0.46 -1.85 1.17 8.71 11.16 29/01/2021
MI CharStMuAsGwt C Acc -0.46 -1.85 1.17 8.71 11.16 29/01/2021
MI CharStMuAsMdt A Acc -0.41 -1.39 0.82 6.38 7.83 29/01/2021
MI CharStMuAsMdt A Inc -0.41 -1.38 0.83 6.38 7.84 29/01/2021
MI CharStMuAsMdt C Acc -0.41 -1.39 0.83 6.37 7.84 29/01/2021
MI Chelverton UK Eq Inc A Acc 0.46 -1.68 -1.67 21.28 23.44 29/01/2021
MI Chelverton UK Eq Inc A Inc 0.46 -1.68 -1.67 21.31 23.45 29/01/2021
MI Chelverton UK Eq Inc B Acc 0.46 -1.66 -1.61 21.56 23.96 29/01/2021
MI Chelverton UK Eq Inc B Inc 0.46 -1.66 -1.61 21.56 23.94 29/01/2021
MI Chelverton UK Equ Grth A Acc 0.35 -1.36 2.46 21.62 31.14 29/01/2021
MI Chelverton UK Equ Grth B Acc 0.35 -1.35 2.52 21.74 31.47 29/01/2021
MI Chelverton UK Equ Grth B Inc 0.35 -1.35 2.52 21.74 31.47 29/01/2021
MI ChlErpSl A I 0.50 -2.03 0.35 26.31 21.03 29/01/2021
MI ChlErpSl B A 0.49 -2.04 0.31 26.25 20.82 29/01/2021
MI ChlErpSl B I 0.49 -2.04 0.31 26.25 20.82 29/01/2021
MI ChrlsStnlyMntlyHghInc A Acc -0.11 -0.71 -0.67 4.81 3.59 29/01/2021
MI ChrlsStnlyMntlyHghInc A Inc -0.11 -0.70 -0.66 4.81 3.60 29/01/2021
MI ChrlsStnlyMntlyHghInc C Acc -0.11 -0.70 -0.64 4.87 3.72 29/01/2021
MI ChrlsStnlyMntlyHghInc C Inc -0.11 -0.71 -0.65 4.87 3.72 29/01/2021
MI ChrlsStnlyUK&IntlGth A Acc -1.07 -3.23 -1.64 11.54 7.37 29/01/2021
MI Diversified Strategy B Inc -0.49 -2.08 0.22 7.81 7.59 29/01/2021
MI Diversified Strategy C Acc -0.48 -2.07 0.24 7.87 7.69 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
MI Brwn Dlphn Vgy Max 70% Eq A Inc - - - - -
MI Brwn Dlphn Vgy Max 70% Eq B Acc - - - - -
MI Brwn Dlphn Vgy Max 70% Eq B Inc - - - - -
MI Brwn Dlphn Vgy Max 80% Eq A Acc - - - - -
MI Brwn Dlphn Vgy Max 80% Eq A Inc - - - - -
MI Brwn Dlphn Vgy Max 80% Eq B Acc - - - - -
MI Brwn Dlphn Vgy Max 80% Eq B Inc - - - - -
MI Brwn Dlphn Vgy Max 90% Eq A Acc - - - - -
MI Brwn Dlphn Vgy Max 90% Eq A Inc - - - - -
MI Brwn Dlphn Vgy Max 90% Eq B Acc - - - - -
MI Brwn Dlphn Vgy Max 90% Eq B Inc - - - - -
MI Charles Stanley Equity A Acc 5 -4.10 29.49 -9.99 13.90 11.53
MI Charles Stanley Equity A Inc 5 -4.11 29.92 -10.05 13.97 11.53
MI Charles Stanley Equity B Acc 5 -4.81 28.33 -9.62 14.64 12.09
MI Charles Stanley Equity B Inc 5 -4.81 28.33 -9.61 14.18 12.09
MI CharStMuAsAdvt A Acc 4 11.94 14.84 -7.53 - -
MI CharStMuAsAdvt A Inc 4 11.94 14.83 -7.53 - -
MI CharStMuAsAdvt C Acc 4 11.94 15.31 - - -
MI CharStMuAsCts A Acc 2 5.34 6.74 -3.91 - -
MI CharStMuAsCts A Inc 2 5.35 6.73 -3.89 - -
MI CharStMuAsCts C Acc 2 5.33 7.19 - - -
MI CharStMuAsDef A Acc 3 -1.62 - - - -
MI CharStMuAsDef A Inc 3 -1.61 - - - -
MI CharStMuAsDef B Acc 3 -1.27 2.95 4.85 0.53 2.30
MI CharStMuAsDef C Inc 3 -1.23 2.89 4.84 0.51 2.27
MI CharStMuAsDef Z Inc 3 -0.88 3.17 5.21 0.86 -
MI CharStMuAsGwt A Acc 3 9.75 13.87 -6.47 - -
MI CharStMuAsGwt A Inc 3 9.76 13.87 -6.48 - -
MI CharStMuAsGwt B Acc 3 9.76 14.24 -6.14 10.40 12.72
MI CharStMuAsGwt C Acc 3 9.76 14.35 - - -
MI CharStMuAsMdt A Acc 2 7.56 10.39 -5.48 - -
MI CharStMuAsMdt A Inc 2 7.56 10.39 -5.49 - -
MI CharStMuAsMdt C Acc 2 7.55 10.85 - - -
MI Chelverton UK Eq Inc A Acc 1 -14.02 16.20 -10.65 21.26 10.45
MI Chelverton UK Eq Inc A Inc 1 -14.01 16.17 -10.64 21.28 10.53
MI Chelverton UK Eq Inc B Acc 1 -13.34 17.02 -9.94 22.18 11.21
MI Chelverton UK Eq Inc B Inc 1 -13.34 17.00 -9.93 22.17 11.31
MI Chelverton UK Equ Grth A Acc 5 16.92 35.51 -9.41 34.64 -
MI Chelverton UK Equ Grth B Acc 5 17.65 36.36 -8.66 35.54 26.30
MI Chelverton UK Equ Grth B Inc 5 17.65 36.35 -9.46 35.54 26.31
MI ChlErpSl A I - - - - -
MI ChlErpSl B A 13.60 24.47 - - -
MI ChlErpSl B I 13.62 24.31 - - -
MI ChrlsStnlyMntlyHghInc A Acc 1 -1.26 10.46 -2.08 5.12 5.30
MI ChrlsStnlyMntlyHghInc A Inc 1 -1.25 10.46 -2.10 5.16 5.30
MI ChrlsStnlyMntlyHghInc C Acc 1 -1.01 10.74 -1.81 5.46 5.56
MI ChrlsStnlyMntlyHghInc C Inc 1 -1.01 11.06 -1.84 5.49 5.56
MI ChrlsStnlyUK&IntlGth A Acc 1 -2.22 15.24 -5.31 8.87 26.68
MI Diversified Strategy B Inc 1 3.35 9.69 -5.63 12.32 20.99
MI Diversified Strategy C Acc 1 3.73 10.54 -4.68 13.22 22.08
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
MI Brwn Dlphn Vgy Max 70% Eq A Inc GBX 5,000,000 100 0.00 0.25 - 0.820
MI Brwn Dlphn Vgy Max 70% Eq B Acc GBX 10,000,000 100 0.00 0.15 - 0.720
MI Brwn Dlphn Vgy Max 70% Eq B Inc GBX 10,000,000 100 0.00 0.15 - 0.720
MI Brwn Dlphn Vgy Max 80% Eq A Acc GBX 5,000,000 100 0.00 0.25 - 0.810
MI Brwn Dlphn Vgy Max 80% Eq A Inc GBX 5,000,000 100 0.00 0.25 - 0.810
MI Brwn Dlphn Vgy Max 80% Eq B Acc GBX 10,000,000 100 0.00 0.15 - 0.710
MI Brwn Dlphn Vgy Max 80% Eq B Inc GBX 10,000,000 100 0.00 0.15 - 0.710
MI Brwn Dlphn Vgy Max 90% Eq A Acc GBX 5,000,000 100 0.00 0.25 - 0.820
MI Brwn Dlphn Vgy Max 90% Eq A Inc GBX 5,000,000 100 0.00 0.25 - 0.820
MI Brwn Dlphn Vgy Max 90% Eq B Acc GBX 10,000,000 100 0.00 0.15 - 0.720
MI Brwn Dlphn Vgy Max 90% Eq B Inc GBX 10,000,000 100 0.00 0.15 - 0.720
MI Charles Stanley Equity A Acc GBX 1,000 0 0.00 0.00 1.52 0.200
MI Charles Stanley Equity A Inc GBX 1,000 0 0.00 0.00 1.52 0.200
MI Charles Stanley Equity B Acc GBX 1,000 0 0.00 0.75 1.02 0.950
MI Charles Stanley Equity B Inc GBX 1,000 0 0.00 0.75 1.02 0.950
MI CharStMuAsAdvt A Acc GBX 1,000 500 0.00 0.30 - 0.700
MI CharStMuAsAdvt A Inc GBX 1,000 500 0.00 0.30 - 0.700
MI CharStMuAsAdvt C Acc GBX 1,000 500 0.00 0.30 - 0.680
MI CharStMuAsCts A Acc GBX 1,000 500 0.00 0.30 - 0.670
MI CharStMuAsCts A Inc GBX 1,000 500 0.00 0.30 - 0.670
MI CharStMuAsCts C Acc GBX 1,000 500 0.00 0.30 - 0.610
MI CharStMuAsDef A Acc GBX 1,000 500 0.00 0.75 - 1.120
MI CharStMuAsDef A Inc GBX 1,000 500 0.00 0.75 - 1.120
MI CharStMuAsDef B Acc GBX 1,000 500 0.00 0.40 0.88 0.770
MI CharStMuAsDef C Inc GBX 1,000 500 0.00 0.40 0.87 0.770
MI CharStMuAsDef Z Inc GBX 1,000 500 0.00 0.00 - 0.370
MI CharStMuAsGwt A Acc GBX 1,000 500 0.00 0.30 - 0.680
MI CharStMuAsGwt A Inc GBX 1,000 500 0.00 0.30 - 0.680
MI CharStMuAsGwt B Acc GBX 1,000 500 0.00 0.30 0.98 0.680
MI CharStMuAsGwt C Acc GBX 1,000 500 0.00 0.30 - 0.660
MI CharStMuAsMdt A Acc GBX 1,000 500 0.00 0.30 - 0.670
MI CharStMuAsMdt A Inc GBX 1,000 500 0.00 0.30 - 0.670
MI CharStMuAsMdt C Acc GBX 1,000 500 0.00 0.30 - 0.650
MI Chelverton UK Eq Inc A Acc GBX 1,000 500 5.00 1.50 1.25 1.640
MI Chelverton UK Eq Inc A Inc GBX 1,000 500 5.00 1.50 1.25 1.640
MI Chelverton UK Eq Inc B Acc GBX 1,000 500 5.00 0.75 0.90 0.890
MI Chelverton UK Eq Inc B Inc GBX 1,000 500 5.00 0.75 0.90 0.890
MI Chelverton UK Equ Grth A Acc GBX 1,000 500 5.00 1.50 - 1.620
MI Chelverton UK Equ Grth B Acc GBX 1,000 500 5.00 0.75 - 0.870
MI Chelverton UK Equ Grth B Inc GBX 1,000 500 5.00 0.75 - 0.870
MI ChlErpSl A I GBX 0 0 5.00 - - 0.500
MI ChlErpSl B A GBX 1,000 500 5.00 0.75 - 1.000
MI ChlErpSl B I GBX 1,000 500 5.00 0.75 - 1.000
MI ChrlsStnlyMntlyHghInc A Acc GBX 1,000 0 0.00 1.00 1.08 1.080
MI ChrlsStnlyMntlyHghInc A Inc GBX 1,000 0 0.00 1.00 1.08 1.080
MI ChrlsStnlyMntlyHghInc C Acc GBX 1,000 0 0.00 0.75 0.83 0.830
MI ChrlsStnlyMntlyHghInc C Inc GBX 1,000 0 0.00 0.75 0.83 0.830
MI ChrlsStnlyUK&IntlGth A Acc GBX 1,000 0 0.00 1.00 1.46 1.470
MI Diversified Strategy B Inc GBP 1,000 100 0.00 1.05 - 1.250
MI Diversified Strategy C Acc GBP 1,000 100 0.00 0.15 - 1.000
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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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