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
 More results »
 More results »
 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
S&W Loch Moy Inc Global Bonds 4 3.31 0.90
S&W Magnum Global 2 4.59 0.81
S&W Marathon Mixed Investment 40-85% Shares 2 1.23 1.05
S&W Marathon Acc Mixed Investment 40-85% Shares 2 1.24 1.04
S&W Millennium Global 1 -4.49 1.23
S&W Milne Flexible Investment 3 5.20 1.01
S&W Norton Mixed Investment 40-85% Shares 3 7.47 1.19
S&W Opportunities UK All Companies 2 24.81 1.60
S&W Orchard Acc Global 2 6.16 0.68
S&W Orchard Inc Global 2 6.16 0.68
S&W Ourax Flexible Investment 3 2.82 1.52
S&W Pendennis Acc Mixed Investment 40-85% Shares 5 10.69 0.80
S&W Pendennis Inc Mixed Investment 40-85% Shares 5 10.65 0.80
S&W Pityoulish Mixed Investment 40-85% Shares 2 0.70 1.09
S&W Plain Andrews Mixed Investment 40-85% Shares 1 6.95 0.58
S&W Revera UK Dynamic Corporate UK All Companies 3 -9.03 1.72
S&W Revera UK Dynamic Founder UK All Companies 3 -9.49 1.24
S&W Saltus Fixed Income A Inc Global Bonds 2 1.44 2.34
S&W Saltus Fixed Income C Acc Global Bonds 2 2.38 2.27
S&W Saltus Fixed Income I Inc Global Bonds 2 2.11 2.32
S&W Saltus Fixed Income Q Inc Global Bonds 2 1.69 2.33
S&W Saltus Fixed Income S Inc Global Bonds 2 2.51 2.31
S&W Saltus Global Equity A Inc Global 2 7.21 0.79
S&W Saltus Global Equity C Acc Global 2 7.98 0.78
S&W Saltus Global Equity I Acc Global 2 7.67 0.78
S&W Saltus Global Equity I Inc Global 2 7.66 0.79
S&W Saltus Global Equity Q Inc Global 2 7.36 0.79
S&W Saltus Global Equity S Inc Global 2 8.09 0.78
S&W Saltus Income A Inc Mixed Investment 0-35% Shares 1 -4.11 3.13
S&W Saltus Income C Acc Mixed Investment 0-35% Shares 1 -6.36 0.00
S&W Saltus Income I Inc Mixed Investment 0-35% Shares 1 -3.66 3.13
S&W Saltus Income Q Inc Mixed Investment 0-35% Shares 1 -3.92 3.13
S&W Saltus Income S Inc Mixed Investment 0-35% Shares 1 -3.34 3.12
S&W Saltus Multi Ass Cls A Acc Flexible Investment 2 3.13 1.01
S&W Saltus Multi Ass Cls A Inc Flexible Investment 2 3.44 1.02
S&W Saltus Multi Ass Cls C Acc Flexible Investment 2 2.95 1.01
S&W Saltus Multi Ass Cls I Inc Flexible Investment 2 2.84 1.03
S&W Saltus Multi Ass Cls Q Inc Flexible Investment 2 2.52 1.03
S&W Saltus Multi Ass Cls S Inc Flexible Investment 2 3.09 1.02
S&W Saltus Multi Ass Cls X Acc Flexible Investment 2 3.26 1.01
S&W Saltus Multi Ass Cls X Inc Flexible Investment 2 3.26 1.02
S&W Saltus Real Return A Inc Flexible Investment 2 -0.91 1.14
S&W Saltus Real Return C Acc Flexible Investment 2 -0.17 1.11
S&W Saltus Real Return I Inc Flexible Investment 2 -0.28 1.13
S&W Saltus Real Return Q Inc Flexible Investment 2 -0.64 1.13
S&W Saltus Real Return S Inc Flexible Investment 2 0.08 1.12
S&W Saltus Wealth A Acc Flexible Investment 2 4.74 1.02
S&W Saltus Wealth A Inc Flexible Investment 2 4.73 1.03
S&W Saltus Wealth C Acc Flexible Investment 2 5.49 1.01
S&W Saltus Wealth I Inc Flexible Investment 2 5.25 1.02
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
S&W Loch Moy Inc -1.23 -1.23 0.14 2.75 8.01 29/01/2021
S&W Magnum 0.42 -2.09 -1.12 9.79 11.19 29/01/2021
S&W Marathon -0.51 -1.98 -0.24 12.25 11.15 29/01/2021
S&W Marathon Acc -0.49 -1.99 -0.23 12.23 11.18 29/01/2021
S&W Millennium -1.54 -1.54 0.50 3.98 6.49 29/01/2021
S&W Milne -1.99 -1.99 0.45 4.43 4.60 27/01/2021
S&W Norton -1.35 -1.35 1.08 7.97 10.12 27/01/2021
S&W Opportunities 0.07 -0.65 5.15 3.63 10.96 04/11/2013
S&W Orchard Acc 0.71 - 2.80 7.83 9.58 20/01/2021
S&W Orchard Inc 0.70 - 2.81 7.88 9.61 20/01/2021
S&W Ourax -1.68 -1.68 0.44 3.40 8.11 29/01/2021
S&W Pendennis Acc 0.97 - 2.01 5.95 9.31 22/01/2021
S&W Pendennis Inc 0.97 - 2.04 5.97 9.30 22/01/2021
S&W Pityoulish -2.24 -2.24 0.36 9.62 9.63 29/01/2021
S&W Plain Andrews -0.31 -0.31 1.58 8.21 10.14 27/01/2021
S&W Revera UK Dynamic Corporate 0.14 -1.50 -2.23 19.32 13.23 29/01/2021
S&W Revera UK Dynamic Founder 0.15 -1.49 -2.24 19.17 12.94 29/01/2021
S&W Saltus Fixed Income A Inc 0.08 0.00 -0.25 1.33 2.01 28/01/2021
S&W Saltus Fixed Income C Acc 0.08 0.00 0.00 1.65 2.54 28/01/2021
S&W Saltus Fixed Income I Inc 0.08 0.00 0.00 1.63 2.47 28/01/2021
S&W Saltus Fixed Income Q Inc 0.00 -0.08 -0.08 1.49 2.17 28/01/2021
S&W Saltus Fixed Income S Inc 0.08 0.00 0.00 1.73 2.62 28/01/2021
S&W Saltus Global Equity A Inc -1.26 -2.16 -0.12 12.18 13.81 28/01/2021
S&W Saltus Global Equity C Acc -1.27 -2.14 0.00 12.39 14.26 28/01/2021
S&W Saltus Global Equity I Acc -1.31 -2.16 -0.10 12.25 14.09 28/01/2021
S&W Saltus Global Equity I Inc -1.30 -2.19 -0.06 12.26 14.10 28/01/2021
S&W Saltus Global Equity Q Inc -1.25 -2.14 -0.06 12.23 13.93 28/01/2021
S&W Saltus Global Equity S Inc -1.30 -2.15 -0.05 12.38 14.29 28/01/2021
S&W Saltus Income A Inc -0.57 -1.11 -0.93 7.89 7.36 28/01/2021
S&W Saltus Income C Acc -0.57 -1.11 -0.93 7.16 5.40 28/01/2021
S&W Saltus Income I Inc -0.57 -1.10 -0.89 7.99 7.58 28/01/2021
S&W Saltus Income Q Inc -0.57 -1.11 -0.91 7.92 7.43 28/01/2021
S&W Saltus Income S Inc -0.57 -1.10 -0.86 8.08 7.75 28/01/2021
S&W Saltus Multi Ass Cls A Acc -0.35 -1.33 -1.31 2.30 3.44 28/01/2021
S&W Saltus Multi Ass Cls A Inc -0.35 -1.35 -1.41 2.26 3.77 28/01/2021
S&W Saltus Multi Ass Cls C Acc -0.33 -1.26 -1.04 2.58 3.01 28/01/2021
S&W Saltus Multi Ass Cls I Inc -0.35 -1.27 -1.06 2.54 2.97 28/01/2021
S&W Saltus Multi Ass Cls Q Inc -0.33 -1.28 -1.12 2.42 2.81 28/01/2021
S&W Saltus Multi Ass Cls S Inc -0.34 -1.26 -1.05 2.61 3.09 28/01/2021
S&W Saltus Multi Ass Cls X Acc -0.34 -1.26 -1.03 2.65 3.17 28/01/2021
S&W Saltus Multi Ass Cls X Inc -0.35 -1.26 -1.02 2.64 3.16 28/01/2021
S&W Saltus Real Return A Inc -0.26 -0.95 -1.37 0.61 0.00 28/01/2021
S&W Saltus Real Return C Acc -0.25 -0.91 -1.16 0.93 0.50 28/01/2021
S&W Saltus Real Return I Inc -0.25 -0.92 -1.17 0.94 0.43 28/01/2021
S&W Saltus Real Return Q Inc -0.17 -0.85 -1.19 0.87 0.26 28/01/2021
S&W Saltus Real Return S Inc -0.25 -0.90 -1.06 1.09 0.58 28/01/2021
S&W Saltus Wealth A Acc -0.99 -1.83 -0.73 7.20 7.97 28/01/2021
S&W Saltus Wealth A Inc -0.91 -1.80 -0.68 7.29 7.91 28/01/2021
S&W Saltus Wealth C Acc -0.94 -1.80 -0.58 7.48 8.42 28/01/2021
S&W Saltus Wealth I Inc -0.93 -1.78 -0.58 7.46 8.30 28/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
S&W Loch Moy Inc 4 3.31 14.86 -7.10 10.83 15.79
S&W Magnum 2 4.59 18.55 -6.46 11.57 13.93
S&W Marathon 2 1.23 10.98 1.10 14.31 17.39
S&W Marathon Acc 2 1.24 10.95 - - -
S&W Millennium 1 -4.49 18.07 -9.64 11.40 22.59
S&W Milne 3 5.20 13.87 -3.62 6.92 19.45
S&W Norton 3 7.47 14.94 -2.79 5.27 13.74
S&W Opportunities 2 24.81 10.44 -4.87 17.52 24.37
S&W Orchard Acc 2 6.16 15.31 -6.46 15.02 29.51
S&W Orchard Inc 2 6.16 15.33 -6.47 15.02 29.50
S&W Ourax 3 2.82 17.74 -4.39 14.00 25.21
S&W Pendennis Acc 5 10.69 18.00 -2.87 13.26 19.40
S&W Pendennis Inc 5 10.65 18.04 -2.89 13.24 19.38
S&W Pityoulish 2 0.70 17.76 -3.26 14.02 26.79
S&W Plain Andrews 1 6.95 13.78 -9.05 10.79 18.89
S&W Revera UK Dynamic Corporate 3 -9.03 24.53 -10.63 16.99 8.22
S&W Revera UK Dynamic Founder 3 -9.49 23.89 -11.08 16.35 7.74
S&W Saltus Fixed Income A Inc 2 1.44 5.73 -1.43 1.94 7.44
S&W Saltus Fixed Income C Acc 2 2.38 6.42 - - -
S&W Saltus Fixed Income I Inc 2 2.11 6.37 -1.00 2.46 10.02
S&W Saltus Fixed Income Q Inc 2 1.69 5.99 -1.42 2.11 7.52
S&W Saltus Fixed Income S Inc 2 2.51 6.73 -0.61 2.93 10.30
S&W Saltus Global Equity A Inc 2 7.21 12.19 -9.10 16.85 14.20
S&W Saltus Global Equity C Acc 2 7.98 13.05 - - -
S&W Saltus Global Equity I Acc 2 7.67 12.82 -8.64 17.42 14.79
S&W Saltus Global Equity I Inc 2 7.66 12.80 -8.59 17.35 14.82
S&W Saltus Global Equity Q Inc 2 7.36 12.43 -8.96 16.98 14.39
S&W Saltus Global Equity S Inc 2 8.09 13.28 -8.31 17.91 15.26
S&W Saltus Income A Inc 1 -4.11 9.04 -5.86 9.29 9.88
S&W Saltus Income C Acc 1 -6.36 9.04 - - -
S&W Saltus Income I Inc 1 -3.66 9.35 -5.48 9.76 10.25
S&W Saltus Income Q Inc 1 -3.92 9.10 -5.71 9.39 9.97
S&W Saltus Income S Inc 1 -3.34 9.75 -5.20 10.12 10.68
S&W Saltus Multi Ass Cls A Acc 2 3.13 6.83 -1.75 4.41 7.03
S&W Saltus Multi Ass Cls A Inc 2 3.44 6.81 -1.75 4.40 6.99
S&W Saltus Multi Ass Cls C Acc 2 2.95 7.57 - - -
S&W Saltus Multi Ass Cls I Inc 2 2.84 7.38 -1.21 4.96 7.47
S&W Saltus Multi Ass Cls Q Inc 2 2.52 6.99 -2.70 2.82 5.00
S&W Saltus Multi Ass Cls S Inc 2 3.09 7.76 - - -
S&W Saltus Multi Ass Cls X Acc 2 3.26 7.95 -0.65 5.55 8.00
S&W Saltus Multi Ass Cls X Inc 2 3.26 7.95 -0.65 5.53 8.00
S&W Saltus Real Return A Inc 2 -0.91 7.63 -1.21 2.83 6.06
S&W Saltus Real Return C Acc 2 -0.17 8.42 - - -
S&W Saltus Real Return I Inc 2 -0.28 8.27 -0.83 3.46 7.17
S&W Saltus Real Return Q Inc 2 -0.64 7.87 -1.11 3.04 6.15
S&W Saltus Real Return S Inc 2 0.08 8.67 -0.37 3.78 7.59
S&W Saltus Wealth A Acc 2 4.74 9.29 -4.44 8.96 10.03
S&W Saltus Wealth A Inc 2 4.73 9.02 -4.46 9.06 9.92
S&W Saltus Wealth C Acc 2 5.49 9.94 - - -
S&W Saltus Wealth I Inc 2 5.25 9.85 -4.00 9.59 10.48
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
S&W Loch Moy Inc GBX 1,000,000 100,000 7.00 - - 2.260
S&W Magnum GBX 0 0 5.00 - 1.12 0.820
S&W Marathon GBX 0 0 5.00 - 1.33 1.530
S&W Marathon Acc GBX 40,000 1,000 5.00 1.00 - 1.530
S&W Millennium GBX 100,000 10,000 10.00 1.00 1.33 1.690
S&W Milne GBX 50,000 1,000 5.00 1.50 1.85 0.880
S&W Norton GBX 100,000 10,000 10.00 0.70 1.77 1.300
S&W Opportunities GBX 5,000 5,000 5.00 0.95 - 1.050
S&W Orchard Acc GBX 100,000 1,000 3.00 1.13 2.20 1.520
S&W Orchard Inc GBX 100,000 1,000 3.00 1.13 2.20 1.520
S&W Ourax GBX 0 0 5.00 - - 0.920
S&W Pendennis Acc GBX 0 0 7.50 1.00 1.29 0.840
S&W Pendennis Inc GBX 100,000 0 7.50 1.00 1.29 0.840
S&W Pityoulish GBX 1,000,000 10,000 7.50 1.15 1.56 1.440
S&W Plain Andrews GBX 0 0 5.00 - 1.47 1.230
S&W Revera UK Dynamic Corporate GBX 5,000,000 25,000 0.00 0.75 - 0.800
S&W Revera UK Dynamic Founder GBX 0 500 0.00 1.25 1.42 1.300
S&W Saltus Fixed Income A Inc GBX 1,000 0 5.00 1.50 - 2.430
S&W Saltus Fixed Income C Acc GBX 400,000 0 7.00 - - 1.730
S&W Saltus Fixed Income I Inc GBX 250,000 0 7.00 1.00 - 1.930
S&W Saltus Fixed Income Q Inc GBX 100,000 0 5.00 1.35 - 2.280
S&W Saltus Fixed Income S Inc GBX 500,000 0 7.00 0.60 - 1.530
S&W Saltus Global Equity A Inc GBX 1,000 0 5.00 1.50 - 2.540
S&W Saltus Global Equity C Acc GBX 400,000 0 7.00 - - 1.840
S&W Saltus Global Equity I Acc GBX 250,000 0 7.00 1.00 - 2.040
S&W Saltus Global Equity I Inc GBX 250,000 0 7.00 1.00 - 2.040
S&W Saltus Global Equity Q Inc GBX 100,000 0 5.00 1.50 - 2.390
S&W Saltus Global Equity S Inc GBX 500,000 0 7.00 0.60 - 1.640
S&W Saltus Income A Inc GBX 1,000 0 5.00 0.15 - 2.550
S&W Saltus Income C Acc GBX 400,000 0 7.00 - - 1.850
S&W Saltus Income I Inc GBX 250,000 0 7.00 0.15 - 2.050
S&W Saltus Income Q Inc GBX 100,000 0 5.00 0.15 - 2.400
S&W Saltus Income S Inc GBX 500,000 0 7.00 0.15 - 1.650
S&W Saltus Multi Ass Cls A Acc GBX 1,000 0 5.00 1.50 1.73 2.390
S&W Saltus Multi Ass Cls A Inc GBX 1,000 0 5.00 1.50 1.73 2.390
S&W Saltus Multi Ass Cls C Acc GBX 400,000 0 7.00 0.80 - 1.690
S&W Saltus Multi Ass Cls I Inc GBX 250,000 0 7.00 1.00 - 1.890
S&W Saltus Multi Ass Cls Q Inc GBX 100,000 0 5.00 1.35 - 2.240
S&W Saltus Multi Ass Cls S Inc GBX 500,000 0 7.00 0.60 - 1.490
S&W Saltus Multi Ass Cls X Acc GBX 500,000 0 7.00 0.40 1.23 1.290
S&W Saltus Multi Ass Cls X Inc GBX 500,000 0 7.00 0.40 1.23 1.290
S&W Saltus Real Return A Inc GBX 1,000 0 5.00 1.50 - 2.550
S&W Saltus Real Return C Acc GBX 400,000 0 7.00 - - 1.850
S&W Saltus Real Return I Inc GBX 250,000 0 7.00 1.00 - 2.050
S&W Saltus Real Return Q Inc GBX 100,000 0 5.00 1.35 - 2.400
S&W Saltus Real Return S Inc GBX 500,000 0 7.00 0.60 - 1.650
S&W Saltus Wealth A Acc GBX 1,000 0 5.00 1.50 2.17 2.490
S&W Saltus Wealth A Inc GBX 1,000 0 5.00 1.50 2.17 2.490
S&W Saltus Wealth C Acc GBX 400,000 0 7.00 0.80 - 1.790
S&W Saltus Wealth I Inc GBX 250,000 0 7.00 1.00 - 1.990
Page: 235 of 317
« Previous | Next »
Showing 50 (11701 to 11750) out of 15,841

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