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 (%)
Premier UK Mid 250 C Inc UK All Companies 1 28.56 1.20
Prima Adventurous Acc Global 0.00 0.00
Prima Balanced Acc Mixed Investment 40-85% Shares 0.00 0.00
Prima Balanced Inc Mixed Investment 40-85% Shares 0.00 0.00
Prima Cautious Acc Mixed Investment 0-35% Shares 0.00 0.00
Prima Cautious Inc Mixed Investment 0-35% Shares 0.00 0.00
PSigma Dynamic Multi Asset I Acc Mixed Investment 40%-85% Share 2 12.24 1.18
PSigma Dynamic Multi Asset R Acc Mixed Investment 40%-85% Share 2 11.43 0.35
PSigma UK Growth Acc UK All Companies 1 18.80 1.15
PSigma UK Growth Inc UK All Companies 1 18.79 1.16
Purisima EAFE Total Rtn A PCG Flexible Investment 3 12.75 0.00
Purisima EAFE Total Rtn B PCG Flexible Investment 3 12.47 0.00
Purisima Gbl Total Rtn PCG A Global 4 18.96 0.01
Purisima Gbl Total Rtn PCG B Global 4 18.66 0.00
Purisima Gbl Total Rtn PCG Int Global 4 18.36 0.00
Purisima UK Total Return A PCG UK All Companies 3 -6.71 0.67
Purisima UK Total Return B PCG UK All Companies 3 -6.94 0.43
PUTM Bothwell Short Dur Cr B Acc Sterling Corporate Bond 3.63 0.00
PUTM Bothwell Sub-Sovereign Bond A UK Gilts 1.87 0.00
PUTM Bothwell Sub-Sovereign Bond B UK Gilts 3.01 1.13
PUTM Bthwll Inst Cr Z Sterling Corporate Bond 3 9.66 2.72
PUTM Cautious Mixed Investment 0-35% Shares 4 28.24 15.34
PUTM European Acc Europe Excluding UK 2 3.80 1.05
PUTM European Inc Europe Excluding UK 2 3.80 1.05
PUTM Far East Acc Asia Pacific Excluding Japan 3 21.60 0.00
PUTM Growth Acc Mixed Investment 40-85% Shares 2 -5.51 1.56
PUTM International Growth Acc Global 1 -26.61 0.75
PUTM International Growth Inc Global 1 -27.44 0.75
PUTM North American Acc North America 1 12.43 0.26
PUTM Opportunity Global 1 -31.07 2.02
PUTM PUTM Bwl Ultra SD B Acc Global Bonds 0.00 0.00
PUTM UK All Share Index UK All Companies -9.11 3.82
PUTM UK StockMarket UK All Companies 3 -11.06 4.69
PUTM UK StockMarket 3 UK All Companies -7.31 3.00
PUTM UkEqLis Acc UK All Companies 1 -14.65 3.15
PUTM UkEqLis Inc UK All Companies 1 -14.66 3.15
Quadris Envirnmntl Chrtbl Tst Inc  Specialist 5 2.89 0.00
Quadris Envirnmntl Fxd Rate Acc GBP Specialist 5 7.27 0.00
Quadris Envirnmntl Fxd Rate Dis GBP Specialist 5 7.28 0.00
Quadris Envirnmntl Fxd Rate EUR Specialist 5 14.67 0.00
Quadris Envirnmntl Var Growth Ret $ Specialist 5 14.56 0.00
Quadris Envirnmntl Var Growth Ret  Specialist 5 17.89 0.00
Quadris Envirnmntl Var Growth Ret  Specialist 5 17.85 0.00
Quadris Envirnmntl Var Grth Inst £ Specialist 5 16.82 0.00
Quilter Absolute Return Bond U2 A £ Targeted Absolute Return 0.58 1.03
Quilter Asia Pac (ex Jap) Eq A A$ Asia Pacific Excluding Japan 4 32.94 0.28
Quilter Asia Pac (ex Jap) Eq A A€ Asia Pacific Excluding Japan 4 33.23 0.27
Quilter Asia Pac (ex Jap) Eq A A£ Asia Pacific Excluding Japan 4 33.16 0.27
Quilter Asia Pac (ex Jap) Eq U2 A£ Asia Pacific Excluding Japan 4 34.59 1.22
Quilter Asia Pac (ex Jap) LCE A A$ Asia Pacific Excluding Japan 2 23.77 1.08
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Premier UK Mid 250 C Inc 0.37 1.99 3.71 13.09 19.15 21/02/2014
Prima Adventurous Acc -0.84 -2.60 1.60 11.16 11.88 29/01/2021
Prima Balanced Acc -0.45 -1.88 0.45 7.29 7.40 29/01/2021
Prima Balanced Inc -0.46 -1.89 0.45 7.30 7.40 29/01/2021
Prima Cautious Acc -0.28 -0.65 -0.64 3.84 3.28 29/01/2021
Prima Cautious Inc -0.28 -0.64 -0.64 3.85 3.31 29/01/2021
PSigma Dynamic Multi Asset I Acc -0.42 -0.42 0.78 2.85 1.81 30/09/2013
PSigma Dynamic Multi Asset R Acc -0.43 -0.43 0.77 2.70 1.48 30/09/2013
PSigma UK Growth Acc 0.01 0.01 0.63 6.34 7.73 30/08/2013
PSigma UK Growth Inc 0.00 0.00 0.62 6.34 7.73 30/08/2013
Purisima EAFE Total Rtn A PCG -0.24 -3.36 0.26 15.28 13.18 29/01/2021
Purisima EAFE Total Rtn B PCG -0.25 -3.37 0.24 15.21 13.03 29/01/2021
Purisima Gbl Total Rtn PCG A 0.51 -2.16 -0.04 9.95 12.96 29/01/2021
Purisima Gbl Total Rtn PCG B 0.51 -2.17 -0.07 9.88 12.81 29/01/2021
Purisima Gbl Total Rtn PCG Int 0.52 -2.17 -0.08 9.81 12.67 29/01/2021
Purisima UK Total Return A PCG -0.19 -3.03 -2.75 14.15 6.44 29/01/2021
Purisima UK Total Return B PCG -0.19 -3.04 -2.77 14.08 6.31 29/01/2021
PUTM Bothwell Short Dur Cr B Acc -0.12 -0.04 -0.07 2.11 3.14 28/01/2021
PUTM Bothwell Sub-Sovereign Bond A -0.07 0.21 -0.19 -0.13 -0.36 28/01/2021
PUTM Bothwell Sub-Sovereign Bond B -0.07 0.24 -0.09 0.15 0.20 28/01/2021
PUTM Bthwll Inst Cr Z 0.00 0.07 1.43 2.89 2.27 12/02/2020
PUTM Cautious 0.00 0.00 -0.01 -0.80 -0.08 17/04/2020
PUTM European Acc -0.25 -2.26 -2.95 14.41 5.16 29/01/2021
PUTM European Inc -0.24 -2.26 -2.95 14.62 5.15 29/01/2021
PUTM Far East Acc -1.22 -4.61 5.13 12.92 19.98 29/01/2021
PUTM Growth Acc 0.30 0.30 0.30 -10.06 -10.10 17/04/2020
PUTM International Growth Acc -0.01 -0.00 -0.55 -27.36 -25.16 20/04/2020
PUTM International Growth Inc 0.01 0.01 -0.54 -37.08 -26.02 17/04/2020
PUTM North American Acc 0.32 0.83 0.39 4.18 0.86 07/12/2017
PUTM Opportunity 0.72 0.72 -0.31 -30.60 -29.87 17/04/2020
PUTM PUTM Bwl Ultra SD B Acc 0.00 0.00 0.03 - - 28/01/2021
PUTM UK All Share Index -0.35 -2.77 -2.70 17.21 9.16 29/01/2021
PUTM UK StockMarket -0.74 -3.11 -2.88 16.70 6.51 29/01/2021
PUTM UK StockMarket 3 0.73 -1.40 -3.47 20.27 20.17 29/01/2021
PUTM UkEqLis Acc -0.39 -2.83 -3.09 15.62 7.68 29/01/2021
PUTM UkEqLis Inc -0.39 -2.84 -3.09 15.44 7.68 29/01/2021
Quadris Envirnmntl Chrtbl Tst Inc  0.58 0.00 0.00 -0.45 -0.40 31/08/2013
Quadris Envirnmntl Fxd Rate Acc GBP 0.65 0.00 0.00 1.33 3.26 30/08/2013
Quadris Envirnmntl Fxd Rate Dis GBP 0.65 0.00 0.00 1.33 3.26 30/08/2013
Quadris Envirnmntl Fxd Rate EUR -2.04 0.00 0.00 0.78 4.08 30/08/2013
Quadris Envirnmntl Var Growth Ret $ -1.22 0.00 0.00 -0.43 3.55 30/08/2013
Quadris Envirnmntl Var Growth Ret  -1.24 0.00 0.00 -0.58 6.53 30/08/2013
Quadris Envirnmntl Var Growth Ret  -1.30 0.00 0.00 -0.56 6.18 30/08/2013
Quadris Envirnmntl Var Grth Inst £ -1.25 0.00 0.00 -0.51 5.15 30/08/2013
Quilter Absolute Return Bond U2 A £ -0.10 0.00 -0.10 0.19 0.58 29/01/2021
Quilter Asia Pac (ex Jap) Eq A A$ -0.33 -3.48 5.72 16.29 26.12 29/01/2021
Quilter Asia Pac (ex Jap) Eq A A€ -0.32 -3.26 5.97 16.91 26.01 29/01/2021
Quilter Asia Pac (ex Jap) Eq A A£ -0.78 -3.39 5.97 16.86 26.26 29/01/2021
Quilter Asia Pac (ex Jap) Eq U2 A£ -0.80 -3.41 6.02 17.14 26.90 29/01/2021
Quilter Asia Pac (ex Jap) LCE A A$ -0.92 -4.49 6.42 17.49 23.18 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Premier UK Mid 250 C Inc 1 28.56 21.74 0.48 23.94 36.24
Prima Adventurous Acc - - - - -
Prima Balanced Acc - - - - -
Prima Balanced Inc - - - - -
Prima Cautious Acc - - - - -
Prima Cautious Inc - - - - -
PSigma Dynamic Multi Asset I Acc 2 12.24 9.77 -2.88 8.76 14.22
PSigma Dynamic Multi Asset R Acc 2 11.43 9.08 -2.88 8.76 14.22
PSigma UK Growth Acc 1 18.80 10.13 -0.21 8.99 -10.69
PSigma UK Growth Inc 1 18.79 10.14 -0.20 9.07 -10.69
Purisima EAFE Total Rtn A PCG 3 12.75 19.86 -14.08 16.68 29.78
Purisima EAFE Total Rtn B PCG 3 12.47 19.57 -14.30 16.39 29.45
Purisima Gbl Total Rtn PCG A 4 18.96 28.71 -8.72 18.74 36.00
Purisima Gbl Total Rtn PCG B 4 18.66 28.38 -8.94 18.44 35.66
Purisima Gbl Total Rtn PCG Int 4 18.36 28.07 -9.17 18.14 35.32
Purisima UK Total Return A PCG 3 -6.71 16.60 -7.23 9.22 21.59
Purisima UK Total Return B PCG 3 -6.94 16.30 -7.46 8.94 21.29
PUTM Bothwell Short Dur Cr B Acc 3.63 - - - -
PUTM Bothwell Sub-Sovereign Bond A 1.87 5.32 - - -
PUTM Bothwell Sub-Sovereign Bond B 3.01 6.48 1.93 2.25 -
PUTM Bthwll Inst Cr Z 3 9.66 2.67 3.00 10.53 -1.77
PUTM Cautious 4 28.24 3.19 1.56 11.99 -1.10
PUTM European Acc 2 3.80 15.94 -11.99 15.82 22.79
PUTM European Inc 2 3.80 15.94 -11.99 15.81 22.74
PUTM Far East Acc 3 21.60 15.81 -9.76 25.15 39.92
PUTM Growth Acc 2 -5.51 3.53 5.57 16.73 -3.93
PUTM International Growth Acc 1 -26.61 7.64 2.93 20.00 0.06
PUTM International Growth Inc 1 -27.44 7.64 2.93 20.00 0.06
PUTM North American Acc 1 12.43 24.13 7.69 16.30 23.21
PUTM Opportunity 1 -31.07 5.11 6.16 19.91 -2.93
PUTM PUTM Bwl Ultra SD B Acc - - - - -
PUTM UK All Share Index -9.11 14.84 -7.13 12.64 22.25
PUTM UK StockMarket 3 -11.06 14.13 -6.98 11.57 23.67
PUTM UK StockMarket 3 -7.31 18.12 -8.45 17.30 11.86
PUTM UkEqLis Acc 1 -14.65 10.58 -11.32 12.93 15.36
PUTM UkEqLis Inc 1 -14.66 10.61 -11.36 12.96 15.41
Quadris Envirnmntl Chrtbl Tst Inc  5 2.89 6.36 6.63 5.47 6.07
Quadris Envirnmntl Fxd Rate Acc GBP 5 7.27 7.40 7.08 6.75 6.75
Quadris Envirnmntl Fxd Rate Dis GBP 5 7.28 7.40 6.99 6.54 6.56
Quadris Envirnmntl Fxd Rate EUR 5 14.67 -0.75 6.43 1.45 -
Quadris Envirnmntl Var Growth Ret $ 5 14.56 -10.08 7.19 10.11 21.39
Quadris Envirnmntl Var Growth Ret  5 17.89 -2.87 14.10 3.04 -
Quadris Envirnmntl Var Growth Ret  5 17.85 -8.24 12.21 9.00 30.68
Quadris Envirnmntl Var Grth Inst £ 5 16.82 -15.29 8.46 8.90 -
Quilter Absolute Return Bond U2 A £ 0.58 2.50 - - -
Quilter Asia Pac (ex Jap) Eq A A$ 4 32.94 18.24 -8.83 18.79 39.55
Quilter Asia Pac (ex Jap) Eq A A€ 4 33.23 18.40 -8.70 18.29 41.11
Quilter Asia Pac (ex Jap) Eq A A£ 4 33.16 18.29 -8.93 18.67 40.86
Quilter Asia Pac (ex Jap) Eq U2 A£ 4 34.59 19.49 -7.98 19.93 42.33
Quilter Asia Pac (ex Jap) LCE A A$ 2 23.77 8.36 -12.71 30.45 52.23
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Premier UK Mid 250 C Inc GBX 250,000 25,000 0.00 0.75 1.02 1.070
Prima Adventurous Acc GBX 1,000 1,000 0.00 0.15 - 0.560
Prima Balanced Acc GBX 1,000 1,000 0.00 0.15 - 0.510
Prima Balanced Inc GBX 1,000 1,000 0.00 0.15 - 0.510
Prima Cautious Acc GBX 1,000 1,000 0.00 0.15 - 0.450
Prima Cautious Inc GBX 1,000 1,000 0.00 0.15 - 0.450
PSigma Dynamic Multi Asset I Acc GBX 500,000 1,000 0.00 0.75 1.70 -
PSigma Dynamic Multi Asset R Acc GBX 10,000 1,000 5.25 1.50 2.45 -
PSigma UK Growth Acc GBX 1,000 1,000 5.25 1.50 1.96 2.040
PSigma UK Growth Inc GBX 1,000 1,000 5.25 1.50 1.96 2.040
Purisima EAFE Total Rtn A PCG GBX 3,000,000 0 5.25 1.25 1.55 2.070
Purisima EAFE Total Rtn B PCG GBX 500,000 0 5.25 1.50 1.80 2.320
Purisima Gbl Total Rtn PCG A GBX 3,000,000 0 5.25 1.25 1.32 1.260
Purisima Gbl Total Rtn PCG B GBX 500,000 0 5.25 1.50 1.57 1.510
Purisima Gbl Total Rtn PCG Int GBX 500,000 0 5.25 1.75 1.82 1.760
Purisima UK Total Return A PCG GBX 3,000,000 0 5.25 1.25 1.46 1.780
Purisima UK Total Return B PCG GBX 500,000 0 5.25 1.50 1.71 2.030
PUTM Bothwell Short Dur Cr B Acc GBX 0 0 0.00 0.02 - 0.040
PUTM Bothwell Sub-Sovereign Bond A GBX 0 0 7.50 1.52 - 1.120
PUTM Bothwell Sub-Sovereign Bond B GBX 3,000,000 0 0.00 0.02 - 0.020
PUTM Bthwll Inst Cr Z GBX 0 1,000,000 0.00 0.00 - 0.120
PUTM Cautious GBX 50,000 1,000 5.25 0.15 0.17 0.190
PUTM European Acc GBX 500 500 5.25 1.00 1.04 1.180
PUTM European Inc GBX 500 500 5.25 1.00 1.04 1.130
PUTM Far East Acc GBX 500 500 5.25 1.00 1.07 1.170
PUTM Growth Acc GBX 50,000 1,000 5.25 0.15 0.16 0.180
PUTM International Growth Acc GBX 500 500 5.25 1.00 1.04 1.080
PUTM International Growth Inc GBX 500 500 5.25 1.00 1.04 1.080
PUTM North American Acc GBX 500 500 5.25 1.00 1.05 1.150
PUTM Opportunity GBX 50,000 1,000 5.25 0.15 0.18 0.200
PUTM PUTM Bwl Ultra SD B Acc GBX 0 0 0.00 0.01 - -
PUTM UK All Share Index GBX 50,000 1,000 7.00 1.00 1.02 0.110
PUTM UK StockMarket GBX 1,000,000 0 7.00 0.01 0.04 0.060
PUTM UK StockMarket 3 GBX 0 0 7.00 0.01 0.06 0.080
PUTM UkEqLis Acc GBX 500 500 5.25 1.00 1.02 1.040
PUTM UkEqLis Inc GBX 500 500 5.25 1.00 1.02 1.040
Quadris Envirnmntl Chrtbl Tst Inc  GBP 100,000 50,000 - 1.30 1.42 -
Quadris Envirnmntl Fxd Rate Acc GBP GBP 50,000 5,000 - 1.30 1.40 -
Quadris Envirnmntl Fxd Rate Dis GBP GBP 10,000 3,000 1.50 1.30 1.39 -
Quadris Envirnmntl Fxd Rate EUR EUR 15,000 5,000 - 1.30 1.51 -
Quadris Envirnmntl Var Growth Ret $ USD 50,000 7,500 - 1.30 2.02 -
Quadris Envirnmntl Var Growth Ret  EUR 10,000 5,000 1.50 1.30 1.79 -
Quadris Envirnmntl Var Growth Ret  GBP 50,000 5,000 1.50 1.30 1.65 -
Quadris Envirnmntl Var Grth Inst £ GBP 100,000 50,000 - 0.85 1.44 -
Quilter Absolute Return Bond U2 A £ GBX 250,000,000 1,000,000 5.00 0.00 - 0.600
Quilter Asia Pac (ex Jap) Eq A A$ USX 5,000,000 1,000,000 5.00 0.00 - 2.000
Quilter Asia Pac (ex Jap) Eq A A€ EUR 5,000,000 1,000,000 5.00 0.00 - 2.000
Quilter Asia Pac (ex Jap) Eq A A£ GBX 5,000,000 1,000,000 5.00 0.00 - 2.000
Quilter Asia Pac (ex Jap) Eq U2 A£ GBX 250,000,000 1,000,000 5.00 0.00 - 0.950
Quilter Asia Pac (ex Jap) LCE A A$ USX 5,000,000 1,000,000 5.00 0.00 - 1.750
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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