MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
S&W Saltus Wealth Q Inc Flexible Investment 2 4.94 1.03
S&W Saltus Wealth S Inc Flexible Investment 2 5.52 1.08
S&W Saltus Wealth X Acc Flexible Investment 2 5.80 1.01
S&W Saltus Wealth X Inc Flexible Investment 2 5.78 1.02
S&W SaltusGthAsst A Flexible Investment 1 5.83 0.72
S&W SaltusGthAsst C Acc Flexible Investment 1 6.60 0.71
S&W SaltusGthAsst I Flexible Investment 1 6.38 0.72
S&W SaltusGthAsst Q Flexible Investment 1 6.02 0.72
S&W SaltusGthAsst S Flexible Investment 1 6.53 0.72
S&W Samphire Inc Mixed Investment 40-85% Shares 14.81 0.87
S&W Sardasca Unclassified 4.41 0.23
S&W Securities Acc Global 3 13.99 0.29
S&W Skye Inc Flexible Investment 1 -11.79 1.36
S&W Smithfield Alternative Inv Flexible Investment 2 -0.12 4.02
S&W Smithfield Income & Growth Global 2 16.33 1.21
S&W SmithfldDivrsfidBd Gr I Global Bonds 1 3.44 2.62
S&W Staffordshire Portfolio Global 2 0.98 1.08
S&W Starhunter Managed Acc Flexible Investment 1 2.74 0.28
S&W Starhunter Managed Inc Flexible Investment 1 2.74 0.28
S&W Stellar Global 3 7.73 1.31
S&W Stratford Place Acc Flexible Investment 3 6.03 0.45
S&W Stratford Place Inc Flexible Investment 3 8.13 0.00
S&W Sylvan Alder Invest Global 2 9.62 0.92
S&W Sylvan Beech Global 5 2.93 1.66
S&W Sylvan Bromfield Mixed Investment 40-85% Shares 4 9.75 0.36
S&W Sylvan Global Opportunities Global 2 9.89 0.39
S&W Sylvan Hornbeam Mixed Investment 40-85% Shares 3 3.27 1.72
S&W Taber Investment Global 2 4.83 1.35
S&W The Air Pilot Acc Flexible Investment 3 3.60 1.08
S&W The Air Pilot Inc Flexible Investment 3 3.54 1.09
S&W The Alkerton Mixed Investment 20-60% Shares 1 0.60 3.23
S&W The Dinky A Inc Flexible Investment 4 8.00 0.56
S&W The Dinky B Acc Flexible Investment 4 8.01 0.54
S&W The Galacum Acc Flexible Investment 3 4.68 0.92
S&W The Galacum Inc Flexible Investment 3 4.74 0.93
S&W The Headspring A Inc Flexible Investment 3 8.84 0.46
S&W The Headspring B Acc Flexible Investment 3 8.33 0.00
S&W The Kingfisher A Flexible Investment 13.38 0.00
S&W The Kingfisher B Flexible Investment 0.00 0.00
S&W The Magpie A Inc Mixed Investment 20-60% Shares 5 15.89 0.46
S&W The Magpie B Acc Mixed Investment 20-60% Shares 5 15.90 0.46
S&W The MF Acc Mixed Investment 40-85% Shares 2 1.43 0.91
S&W The MF Inc Mixed Investment 40-85% Shares 2 1.73 0.97
S&W The Nectar Acc Flexible Investment 1 -9.99 0.00
S&W The Nectar Inc Flexible Investment 1 -9.08 1.00
S&W The Princedale Inc Flexible Investment 3 5.94 0.37
S&W The SBB Acc Flexible Investment 3 7.98 0.72
S&W The SBB Inc Flexible Investment 3 7.92 0.73
S&W The Touchstone A Inc Mixed Investment 40-85% Shares 3 12.16 0.00
S&W The Touchstone B Acc Mixed Investment 40-85% Shares 3 12.16 1.08
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
S&W Saltus Wealth Q Inc -0.95 -1.82 -0.66 7.30 8.16 28/01/2021
S&W Saltus Wealth S Inc -0.96 -1.82 -0.59 7.51 8.47 28/01/2021
S&W Saltus Wealth X Acc -0.90 -1.79 -0.54 7.60 8.59 28/01/2021
S&W Saltus Wealth X Inc -0.97 -1.78 -0.55 7.57 8.54 28/01/2021
S&W SaltusGthAsst A -1.00 -1.92 -0.50 8.27 9.09 28/01/2021
S&W SaltusGthAsst C Acc -0.97 -1.86 -0.37 8.51 9.53 28/01/2021
S&W SaltusGthAsst I -0.99 -1.89 -0.43 8.43 9.39 28/01/2021
S&W SaltusGthAsst Q -1.00 -1.91 -0.50 8.31 9.20 28/01/2021
S&W SaltusGthAsst S -0.98 -1.88 -0.49 8.21 9.30 28/01/2021
S&W Samphire Inc -2.03 -2.03 0.48 9.54 9.56 27/01/2021
S&W Sardasca 0.50 0.50 1.21 4.44 5.88 27/01/2021
S&W Securities Acc 0.32 - 1.52 9.22 17.39 22/01/2021
S&W Skye Inc -1.62 -1.62 -0.98 13.09 14.06 29/01/2021
S&W Smithfield Alternative Inv 0.00 0.19 0.97 9.63 9.92 28/01/2021
S&W Smithfield Income & Growth -1.00 -2.85 1.06 16.34 21.29 28/01/2021
S&W SmithfldDivrsfidBd Gr I -0.09 0.00 0.28 3.10 4.47 28/01/2021
S&W Staffordshire Portfolio -1.67 -1.67 0.07 1.32 4.54 29/01/2021
S&W Starhunter Managed Acc -0.68 -0.68 0.57 3.26 7.39 29/01/2021
S&W Starhunter Managed Inc -0.66 -0.66 0.57 3.28 7.41 29/01/2021
S&W Stellar 0.65 -0.69 3.00 9.79 4.44 04/08/2020
S&W Stratford Place Acc 1.22 - 2.21 5.25 9.72 14/01/2021
S&W Stratford Place Inc 1.22 - 2.17 5.18 8.13 14/01/2021
S&W Sylvan Alder Invest 0.82 - 1.92 5.22 8.85 15/01/2021
S&W Sylvan Beech 0.42 0.42 -0.54 -5.32 -3.91 05/11/2015
S&W Sylvan Bromfield 0.67 - 1.77 5.94 10.45 15/01/2021
S&W Sylvan Global Opportunities 0.69 - 1.74 5.77 10.23 15/01/2021
S&W Sylvan Hornbeam 1.48 - 4.45 12.00 13.35 15/01/2021
S&W Taber Investment 0.62 - 3.33 9.87 10.76 20/01/2021
S&W The Air Pilot Acc -1.43 -1.43 0.66 6.80 6.47 27/01/2021
S&W The Air Pilot Inc -1.44 -1.44 0.70 6.83 6.45 27/01/2021
S&W The Alkerton -0.25 -0.25 3.06 11.87 11.44 27/01/2021
S&W The Dinky A Inc 0.88 - 2.19 5.73 10.65 14/01/2021
S&W The Dinky B Acc 0.90 - 2.22 5.75 10.69 14/01/2021
S&W The Galacum Acc 0.25 - 1.17 2.99 6.63 14/01/2021
S&W The Galacum Inc 0.35 - 1.22 2.98 6.67 14/01/2021
S&W The Headspring A Inc 1.12 - 2.39 7.05 11.29 15/01/2021
S&W The Headspring B Acc 1.12 - 2.39 7.05 11.15 15/01/2021
S&W The Kingfisher A 1.44 - 3.29 8.38 11.81 14/01/2021
S&W The Kingfisher B 0.00 - 0.00 0.00 0.00 14/01/2021
S&W The Magpie A Inc 2.27 - 1.96 6.10 13.02 14/01/2021
S&W The Magpie B Acc 2.20 - 1.92 6.08 13.01 14/01/2021
S&W The MF Acc -1.04 -1.04 0.98 5.96 9.75 29/01/2021
S&W The MF Inc -1.05 -1.05 1.02 5.98 9.77 29/01/2021
S&W The Nectar Acc -1.27 -1.27 0.76 2.40 2.40 29/01/2021
S&W The Nectar Inc -1.27 -1.27 0.76 2.40 2.91 29/01/2021
S&W The Princedale Inc -1.02 -1.02 0.49 3.87 8.87 29/01/2021
S&W The SBB Acc 1.39 - 2.92 7.98 11.69 14/01/2021
S&W The SBB Inc 1.38 - 2.92 7.94 11.61 14/01/2021
S&W The Touchstone A Inc 1.05 - 3.09 5.09 11.08 14/01/2021
S&W The Touchstone B Acc 1.05 - 3.09 5.09 11.08 14/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
S&W Saltus Wealth Q Inc 2 4.94 9.41 -4.31 9.24 10.07
S&W Saltus Wealth S Inc 2 5.52 10.29 - - -
S&W Saltus Wealth X Acc 2 5.80 10.46 -3.43 10.22 11.20
S&W Saltus Wealth X Inc 2 5.78 10.42 -3.43 10.30 11.13
S&W SaltusGthAsst A 1 5.83 8.31 -5.85 - -
S&W SaltusGthAsst C Acc 1 6.60 9.05 - - -
S&W SaltusGthAsst I 1 6.38 8.84 -5.31 - -
S&W SaltusGthAsst Q 1 6.02 8.44 -5.78 - -
S&W SaltusGthAsst S 1 6.53 9.23 -5.04 - -
S&W Samphire Inc 14.81 13.86 - - -
S&W Sardasca 4.41 10.98 -6.60 9.20 15.67
S&W Securities Acc 3 13.99 25.98 -7.36 20.06 15.53
S&W Skye Inc 1 -11.79 28.18 -10.00 16.10 5.73
S&W Smithfield Alternative Inv 2 -0.12 8.85 6.85 4.96 11.47
S&W Smithfield Income & Growth 2 16.33 17.59 -5.60 13.86 28.15
S&W SmithfldDivrsfidBd Gr I 1 3.44 7.16 -0.30 4.15 7.94
S&W Staffordshire Portfolio 2 0.98 21.62 -3.59 12.13 19.43
S&W Starhunter Managed Acc 1 2.74 12.19 -5.59 8.43 16.60
S&W Starhunter Managed Inc 1 2.74 12.19 -5.60 8.39 16.66
S&W Stellar 3 7.73 8.35 4.01 15.50 5.04
S&W Stratford Place Acc 3 6.03 15.40 -3.79 7.52 20.32
S&W Stratford Place Inc 3 8.13 0.00 0.00 0.00 0.00
S&W Sylvan Alder Invest 2 9.62 19.11 -5.86 12.05 20.23
S&W Sylvan Beech 5 2.93 12.63 30.76 21.46 -9.14
S&W Sylvan Bromfield 4 9.75 22.63 -8.67 12.72 22.14
S&W Sylvan Global Opportunities 2 9.89 22.52 -8.93 13.04 22.25
S&W Sylvan Hornbeam 3 3.27 22.07 -7.07 10.43 26.22
S&W Taber Investment 2 4.83 14.67 -4.75 10.88 27.21
S&W The Air Pilot Acc 3 3.60 12.96 -2.64 7.73 12.95
S&W The Air Pilot Inc 3 3.54 12.92 -2.68 7.63 13.01
S&W The Alkerton 1 0.60 10.96 -4.61 9.67 18.87
S&W The Dinky A Inc 4 8.00 16.94 -4.23 7.10 15.19
S&W The Dinky B Acc 4 8.01 16.96 -4.25 7.13 15.28
S&W The Galacum Acc 3 4.68 16.57 -3.97 - -
S&W The Galacum Inc 3 4.74 16.53 -3.96 - -
S&W The Headspring A Inc 3 8.84 20.92 -7.59 11.45 22.97
S&W The Headspring B Acc 3 8.33 19.90 -8.15 10.46 21.72
S&W The Kingfisher A 13.38 12.10 -5.31 6.06 16.63
S&W The Kingfisher B 0.00 0.00 0.00 0.00 0.00
S&W The Magpie A Inc 5 15.89 24.11 -6.15 10.66 35.44
S&W The Magpie B Acc 5 15.90 24.16 -6.19 10.69 35.34
S&W The MF Acc 2 1.43 12.88 - - -
S&W The MF Inc 2 1.73 12.94 1.64 14.21 22.58
S&W The Nectar Acc 1 -9.99 8.47 -1.52 9.80 22.32
S&W The Nectar Inc 1 -9.08 10.68 0.12 11.67 24.25
S&W The Princedale Inc 3 5.94 15.73 -7.07 11.65 17.48
S&W The SBB Acc 3 7.98 18.61 -6.61 13.25 17.89
S&W The SBB Inc 3 7.92 18.01 -6.91 13.53 17.89
S&W The Touchstone A Inc 3 12.16 14.52 -5.13 13.75 18.02
S&W The Touchstone B Acc 3 12.16 14.52 -5.13 13.75 18.02
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
S&W Saltus Wealth Q Inc GBX 100,000 0 5.00 1.35 - 2.340
S&W Saltus Wealth S Inc GBX 500,000 0 7.00 0.60 - 1.590
S&W Saltus Wealth X Acc GBX 500,000 0 7.00 0.40 1.67 1.390
S&W Saltus Wealth X Inc GBX 500,000 0 7.00 0.40 1.67 1.390
S&W SaltusGthAsst A GBX 1,000 0 1.50 0.15 - 2.560
S&W SaltusGthAsst C Acc GBX 400,000 0 7.00 - - 1.860
S&W SaltusGthAsst I GBX 250,000 0 7.00 0.15 - 2.060
S&W SaltusGthAsst Q GBX 100,000 0 5.00 0.15 - 2.410
S&W SaltusGthAsst S GBX 500,000 0 7.00 0.15 - 1.660
S&W Samphire Inc GBX 100,000 20,000 7.50 0.68 - 1.040
S&W Sardasca GBX 0 0 7.00 - 1.27 1.050
S&W Securities Acc GBX 0 0 7.00 1.00 1.16 1.090
S&W Skye Inc GBX 50,000 5,000 5.00 0.54 0.63 0.850
S&W Smithfield Alternative Inv GBX 100,000 0 7.00 0.35 - 0.540
S&W Smithfield Income & Growth GBX 100,000 0 7.00 0.53 0.76 0.970
S&W SmithfldDivrsfidBd Gr I GBX 0 0 7.00 - - 0.470
S&W Staffordshire Portfolio GBX 0 0 10.00 0.80 1.10 1.150
S&W Starhunter Managed Acc GBX 100,000 50,000 6.50 1.05 1.73 1.640
S&W Starhunter Managed Inc GBX 100,000 50,000 6.50 1.05 1.73 1.640
S&W Stellar GBX 100,000 0 5.00 0.66 1.06 0.830
S&W Stratford Place Acc GBX 0 0 5.00 - - 1.720
S&W Stratford Place Inc GBX 0 0 5.00 - - 1.720
S&W Sylvan Alder Invest GBX 0 0 5.00 - 0.83 0.850
S&W Sylvan Beech GBX 0 0 5.00 - - 0.970
S&W Sylvan Bromfield GBX 0 0 5.00 - 0.95 1.020
S&W Sylvan Global Opportunities GBX 0 0 3.00 - 0.62 0.960
S&W Sylvan Hornbeam GBX 0 0 5.00 - 0.69 0.630
S&W Taber Investment GBX 0 0 7.50 0.80 1.10 0.990
S&W The Air Pilot Acc GBX 1,000,000 100,000 7.00 1.00 - 0.960
S&W The Air Pilot Inc GBX 1,000,000 100,000 7.00 1.00 - 0.960
S&W The Alkerton GBX 0 0 7.50 - - 1.220
S&W The Dinky A Inc GBX 1,000,000 100,000 7.00 0.14 - 1.290
S&W The Dinky B Acc GBX 1,000,000 100,000 7.00 0.15 - 1.290
S&W The Galacum Acc GBX 1,000,000 100,000 7.00 0.15 - 1.360
S&W The Galacum Inc GBX 1,000,000 100,000 7.00 0.15 - 1.360
S&W The Headspring A Inc GBX 1,000,000 100,000 7.00 1.25 - 1.120
S&W The Headspring B Acc GBX 1,000,000 100,000 7.00 1.25 - 1.120
S&W The Kingfisher A GBX 0 0 7.00 - - 1.470
S&W The Kingfisher B GBX 0 0 7.00 - - 1.470
S&W The Magpie A Inc GBX 1,000,000 100,000 7.00 0.14 - 0.620
S&W The Magpie B Acc GBX 1,000,000 100,000 7.00 0.14 - 0.620
S&W The MF Acc GBX 500,000 0 5.00 1.50 - 1.680
S&W The MF Inc GBX 500,000 0 5.00 1.50 1.93 1.680
S&W The Nectar Acc GBX 1,000,000 100,000 7.00 1.25 - 1.010
S&W The Nectar Inc GBX 1,000,000 100,000 7.00 1.25 - 1.010
S&W The Princedale Inc GBX 1,000,000 100,000 7.00 0.85 - 1.880
S&W The SBB Acc GBX 0 0 7.00 - - 0.990
S&W The SBB Inc GBX 0 0 7.00 - - 0.990
S&W The Touchstone A Inc GBX 1,000,000 100,000 7.00 0.15 - 1.090
S&W The Touchstone B Acc GBX 1,000,000 0 7.00 0.15 - 1.090
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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