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 (%)
ASI MyFl MM IV Ret Volatility Managed 1 1.70 1.31
ASI MyFl MM V AG1 Acc Volatility Managed 1 3.25 1.45
ASI MyFl MM V Inst Volatility Managed 1 2.77 1.04
ASI MyFl MM V Inst Inc Volatility Managed 1 2.81 1.56
ASI MyFl MM V Pf 1 A Volatility Managed 1 2.75 1.00
ASI MyFl MM V Pf 1 Inc Volatility Managed 1 2.76 1.57
ASI MyFl MM V Ret Volatility Managed 1 2.35 0.65
ASI MyFl MM V Ret Inc Volatility Managed 1 2.30 1.55
ASI MyFl MM V SL Inc Volatility Managed 1 3.27 1.54
ASI MyFolio Idx I IB A Volatility Managed 2.77 1.36
ASI MyFolio Idx I ISFd A Volatility Managed 2.80 1.36
ASI MyFolio Idx I PPFA A Volatility Managed 2.73 1.30
ASI MyFolio Idx I R A Volatility Managed 2.40 1.00
ASI MyFolio Idx II IB A Volatility Managed 2.98 1.03
ASI MyFolio Idx II ISFd A Volatility Managed 3.03 1.09
ASI MyFolio Idx II PPFA A Volatility Managed 2.91 0.99
ASI MyFolio Idx II R A Volatility Managed 2.58 0.69
ASI MyFolio Idx IV IB A Volatility Managed 2.22 1.15
ASI MyFolio Idx IV ISFd A Volatility Managed 2.28 1.21
ASI MyFolio Idx IV PPFA A Volatility Managed 2.16 1.09
ASI MyFolio Idx IV R A Volatility Managed 1.86 0.85
ASI MyFolio Idx V IB A Volatility Managed 3.44 1.24
ASI MyFolio Idx V ISFd A Volatility Managed 3.47 1.28
ASI MyFolio Idx V PPFA A Volatility Managed 3.38 1.22
ASI MyFolio Idx V R A Volatility Managed 3.04 0.95
ASI MyFolio IdxIII IB A Volatility Managed 2.46 1.05
ASI MyFolio IdxIII ISFd A Volatility Managed 2.53 1.12
ASI MyFolio IdxIII PPFA A Volatility Managed 2.43 1.02
ASI MyFolio IdxIII R A Volatility Managed 1.99 0.62
ASI MyFolio Monthly Inc II AG5 Inc Volatility Managed 1 -0.22 2.90
ASI MyFolio Monthly Inc II I A Volatility Managed 1 -0.29 2.68
ASI MyFolio Monthly Inc II I I Volatility Managed 1 -0.41 3.00
ASI MyFolio Monthly Inc II Pf 1 A Volatility Managed 1 -0.29 2.64
ASI MyFolio Monthly Inc II Pf 1 I Volatility Managed 1 -0.43 3.03
ASI MyFolio Monthly Inc II R A Volatility Managed 1 -0.68 2.36
ASI MyFolio Monthly Inc II R I Volatility Managed 1 -0.78 3.10
ASI MyFolio Monthly Inc III AG5 Inc Volatility Managed 2 -1.59 3.48
ASI MyFolio Monthly Inc III I A Volatility Managed 2 -1.74 3.24
ASI MyFolio Monthly Inc III I I Volatility Managed 2 -1.79 3.59
ASI MyFolio Monthly Inc III Pf 1 A Volatility Managed 2 -1.74 3.20
ASI MyFolio Monthly Inc III Pf 1 I Volatility Managed 2 -1.84 3.60
ASI MyFolio Monthly Inc III R A Volatility Managed 2 -2.11 2.93
ASI MyFolio Monthly Inc III R I Volatility Managed 2 -2.10 3.71
ASI MyFolio Monthly Inc IV AG5 Inc Volatility Managed 2 -1.20 3.77
ASI MyFolio Monthly Inc IV I A Volatility Managed 2 -1.30 3.51
ASI MyFolio Monthly Inc IV I I Volatility Managed 2 -1.38 3.88
ASI MyFolio Monthly Inc IV Pf 1 A Volatility Managed 2 -1.32 3.49
ASI MyFolio Monthly Inc IV Pf 1 I Volatility Managed 2 -1.43 3.89
ASI MyFolio Monthly Inc IV R A Volatility Managed 2 -1.70 3.21
ASI MyFolio Monthly Inc IV R I Volatility Managed 2 -1.72 3.96
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
ASI MyFl MM IV Ret -0.57 -2.41 0.41 10.92 10.62 29/01/2021
ASI MyFl MM V AG1 Acc -0.72 -3.04 0.52 13.23 13.04 29/01/2021
ASI MyFl MM V Inst -0.76 -3.08 0.48 13.07 12.79 29/01/2021
ASI MyFl MM V Inst Inc -0.72 -3.06 0.49 13.10 12.51 29/01/2021
ASI MyFl MM V Pf 1 A -0.72 -3.05 0.48 13.08 12.78 29/01/2021
ASI MyFl MM V Pf 1 Inc -0.72 -3.06 0.47 13.09 12.47 29/01/2021
ASI MyFl MM V Ret -0.72 -3.03 0.44 12.98 12.57 29/01/2021
ASI MyFl MM V Ret Inc -0.71 -3.06 0.45 12.95 12.19 29/01/2021
ASI MyFl MM V SL Inc -0.72 -3.05 0.52 13.22 12.77 29/01/2021
ASI MyFolio Idx I IB A -0.27 -0.73 -0.49 4.24 3.43 29/01/2021
ASI MyFolio Idx I ISFd A -0.27 -0.73 -0.47 4.27 3.42 29/01/2021
ASI MyFolio Idx I PPFA A -0.27 -0.71 -0.49 4.22 3.39 29/01/2021
ASI MyFolio Idx I R A -0.28 -0.71 -0.51 4.13 3.28 29/01/2021
ASI MyFolio Idx II IB A -0.32 -1.19 -0.77 6.31 5.16 29/01/2021
ASI MyFolio Idx II ISFd A -0.32 -1.19 -0.77 6.32 5.17 29/01/2021
ASI MyFolio Idx II PPFA A -0.32 -1.19 -0.79 6.29 5.13 29/01/2021
ASI MyFolio Idx II R A -0.31 -1.18 -0.79 6.21 4.98 29/01/2021
ASI MyFolio Idx IV IB A -0.39 -2.14 -1.05 10.58 8.53 29/01/2021
ASI MyFolio Idx IV ISFd A -0.39 -2.13 -1.04 10.60 8.55 29/01/2021
ASI MyFolio Idx IV PPFA A -0.39 -2.14 -1.05 10.56 8.47 29/01/2021
ASI MyFolio Idx IV R A -0.37 -2.13 -1.07 10.50 8.34 29/01/2021
ASI MyFolio Idx V IB A -0.50 -2.75 -0.94 12.32 10.58 29/01/2021
ASI MyFolio Idx V ISFd A -0.50 -2.74 -0.95 12.32 10.59 29/01/2021
ASI MyFolio Idx V PPFA A -0.50 -2.75 -0.96 12.30 10.53 29/01/2021
ASI MyFolio Idx V R A -0.50 -2.76 -0.98 12.19 10.35 29/01/2021
ASI MyFolio IdxIII IB A -0.34 -1.66 -0.92 8.54 6.85 29/01/2021
ASI MyFolio IdxIII ISFd A -0.35 -1.66 -0.93 8.55 6.88 29/01/2021
ASI MyFolio IdxIII PPFA A -0.34 -1.65 -0.92 8.55 6.83 29/01/2021
ASI MyFolio IdxIII R A -0.36 -1.68 -0.96 8.44 6.64 29/01/2021
ASI MyFolio Monthly Inc II AG5 Inc -0.41 -1.28 0.09 6.33 5.88 29/01/2021
ASI MyFolio Monthly Inc II I A -0.43 -1.28 0.11 6.31 5.82 29/01/2021
ASI MyFolio Monthly Inc II I I -0.41 -1.28 0.08 6.28 5.79 29/01/2021
ASI MyFolio Monthly Inc II Pf 1 A -0.42 -1.28 0.13 6.34 5.82 29/01/2021
ASI MyFolio Monthly Inc II Pf 1 I -0.41 -1.27 0.08 6.29 5.77 29/01/2021
ASI MyFolio Monthly Inc II R A -0.42 -1.29 0.04 6.18 5.60 29/01/2021
ASI MyFolio Monthly Inc II R I -0.42 -1.29 0.05 6.19 5.58 29/01/2021
ASI MyFolio Monthly Inc III AG5 Inc -0.66 -1.95 0.23 8.53 7.83 29/01/2021
ASI MyFolio Monthly Inc III I A -0.65 -1.95 0.23 8.49 7.74 29/01/2021
ASI MyFolio Monthly Inc III I I -0.67 -1.96 0.21 8.47 7.71 29/01/2021
ASI MyFolio Monthly Inc III Pf 1 A -0.67 -1.96 0.25 8.52 7.75 29/01/2021
ASI MyFolio Monthly Inc III Pf 1 I -0.67 -1.97 0.21 8.46 7.68 29/01/2021
ASI MyFolio Monthly Inc III R A -0.66 -1.96 0.18 8.38 7.52 29/01/2021
ASI MyFolio Monthly Inc III R I -0.66 -1.96 0.19 8.39 7.54 29/01/2021
ASI MyFolio Monthly Inc IV AG5 Inc -0.87 -2.56 0.30 11.27 10.27 29/01/2021
ASI MyFolio Monthly Inc IV I A -0.89 -2.57 0.32 11.27 10.21 29/01/2021
ASI MyFolio Monthly Inc IV I I -0.88 -2.56 0.27 11.21 10.18 29/01/2021
ASI MyFolio Monthly Inc IV Pf 1 A -0.89 -2.55 0.34 11.28 10.22 29/01/2021
ASI MyFolio Monthly Inc IV Pf 1 I -0.88 -2.55 0.28 11.21 10.14 29/01/2021
ASI MyFolio Monthly Inc IV R A -0.88 -2.56 0.25 11.13 9.97 29/01/2021
ASI MyFolio Monthly Inc IV R I -0.89 -2.56 0.25 11.13 9.99 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
ASI MyFl MM IV Ret 1 1.70 8.97 -5.97 10.23 17.26
ASI MyFl MM V AG1 Acc 1 3.25 11.97 -6.78 12.56 22.14
ASI MyFl MM V Inst 1 2.77 11.44 -7.16 12.05 21.66
ASI MyFl MM V Inst Inc 1 2.81 - - - -
ASI MyFl MM V Pf 1 A 1 2.75 11.37 -7.20 11.84 21.37
ASI MyFl MM V Pf 1 Inc 1 2.76 - - - -
ASI MyFl MM V Ret 1 2.35 10.94 -7.57 11.37 20.83
ASI MyFl MM V Ret Inc 1 2.30 - - - -
ASI MyFl MM V SL Inc 1 3.27 - - - -
ASI MyFolio Idx I IB A 2.77 - - - -
ASI MyFolio Idx I ISFd A 2.80 - - - -
ASI MyFolio Idx I PPFA A 2.73 - - - -
ASI MyFolio Idx I R A 2.40 - - - -
ASI MyFolio Idx II IB A 2.98 - - - -
ASI MyFolio Idx II ISFd A 3.03 - - - -
ASI MyFolio Idx II PPFA A 2.91 - - - -
ASI MyFolio Idx II R A 2.58 - - - -
ASI MyFolio Idx IV IB A 2.22 - - - -
ASI MyFolio Idx IV ISFd A 2.28 - - - -
ASI MyFolio Idx IV PPFA A 2.16 - - - -
ASI MyFolio Idx IV R A 1.86 - - - -
ASI MyFolio Idx V IB A 3.44 - - - -
ASI MyFolio Idx V ISFd A 3.47 - - - -
ASI MyFolio Idx V PPFA A 3.38 - - - -
ASI MyFolio Idx V R A 3.04 - - - -
ASI MyFolio IdxIII IB A 2.46 - - - -
ASI MyFolio IdxIII ISFd A 2.53 - - - -
ASI MyFolio IdxIII PPFA A 2.43 - - - -
ASI MyFolio IdxIII R A 1.99 - - - -
ASI MyFolio Monthly Inc II AG5 Inc 1 -0.22 8.75 -3.04 6.27 10.28
ASI MyFolio Monthly Inc II I A 1 -0.29 9.12 -3.39 5.79 9.72
ASI MyFolio Monthly Inc II I I 1 -0.41 8.29 -3.40 5.86 9.85
ASI MyFolio Monthly Inc II Pf 1 A 1 -0.29 9.07 -3.44 5.62 9.60
ASI MyFolio Monthly Inc II Pf 1 I 1 -0.43 8.21 -3.39 5.70 9.58
ASI MyFolio Monthly Inc II R A 1 -0.68 8.73 -3.74 5.29 9.18
ASI MyFolio Monthly Inc II R I 1 -0.78 7.87 -3.70 5.33 8.38
ASI MyFolio Monthly Inc III AG5 Inc 2 -1.59 9.20 -3.80 8.05 13.82
ASI MyFolio Monthly Inc III I A 2 -1.74 9.70 -4.14 7.62 13.41
ASI MyFolio Monthly Inc III I I 2 -1.79 8.74 -4.16 7.65 13.43
ASI MyFolio Monthly Inc III Pf 1 A 2 -1.74 9.64 -4.17 7.45 13.21
ASI MyFolio Monthly Inc III Pf 1 I 2 -1.84 8.70 -4.24 7.48 13.20
ASI MyFolio Monthly Inc III R A 2 -2.11 9.31 -4.48 7.10 12.78
ASI MyFolio Monthly Inc III R I 2 -2.10 8.33 -4.48 7.11 12.76
ASI MyFolio Monthly Inc IV AG5 Inc 2 -1.20 11.57 -4.85 8.79 15.61
ASI MyFolio Monthly Inc IV I A 2 -1.30 12.00 -5.12 8.37 15.13
ASI MyFolio Monthly Inc IV I I 2 -1.38 11.10 -5.09 8.40 15.12
ASI MyFolio Monthly Inc IV Pf 1 A 2 -1.32 11.95 -5.16 8.21 14.91
ASI MyFolio Monthly Inc IV Pf 1 I 2 -1.43 11.07 -5.15 8.20 14.93
ASI MyFolio Monthly Inc IV R A 2 -1.70 11.59 -5.46 7.84 14.48
ASI MyFolio Monthly Inc IV R I 2 -1.72 10.69 -5.50 7.75 14.64
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
ASI MyFl MM IV Ret GBX 500 0 4.00 1.00 2.03 1.700
ASI MyFl MM V AG1 Acc GBX 0 0 0.00 0.00 - 0.810
ASI MyFl MM V Inst GBX 500,000,000 0 0.00 0.48 1.17 1.270
ASI MyFl MM V Inst Inc GBX 500,000,000 0 0.00 0.48 - 1.270
ASI MyFl MM V Pf 1 A GBX 1,000,000 0 0.00 0.48 1.40 1.320
ASI MyFl MM V Pf 1 Inc GBX 1,000,000 0 0.00 0.48 - 1.320
ASI MyFl MM V Ret GBX 500 0 4.00 1.00 2.10 1.720
ASI MyFl MM V Ret Inc GBX 500 0 0.00 1.00 - 1.720
ASI MyFl MM V SL Inc GBX 500,000,000 0 0.00 0.00 - 0.800
ASI MyFolio Idx I IB A GBX 500,000,000 0 0.00 0.20 - 0.200
ASI MyFolio Idx I ISFd A GBX 500,000,000 0 0.00 0.13 - 0.130
ASI MyFolio Idx I PPFA A GBX 1,000,000 0 0.00 0.20 - 0.250
ASI MyFolio Idx I R A GBX 500 0 4.00 0.65 - 0.650
ASI MyFolio Idx II IB A GBX 500,000,000 0 0.00 0.20 - 0.200
ASI MyFolio Idx II ISFd A GBX 500,000,000 0 0.00 0.13 - 0.130
ASI MyFolio Idx II PPFA A GBX 1,000,000 0 0.00 0.20 - 0.250
ASI MyFolio Idx II R A GBX 500 0 4.00 0.65 - 0.650
ASI MyFolio Idx IV IB A GBX 500,000,000 0 0.00 0.20 - 0.200
ASI MyFolio Idx IV ISFd A GBX 500,000,000 0 0.00 0.13 - 0.130
ASI MyFolio Idx IV PPFA A GBX 1,000,000 0 0.00 0.20 - 0.250
ASI MyFolio Idx IV R A GBX 500 0 4.00 0.65 - 0.650
ASI MyFolio Idx V IB A GBX 500,000,000 0 0.00 0.20 - 0.200
ASI MyFolio Idx V ISFd A GBX 500,000,000 0 0.00 0.13 - 0.130
ASI MyFolio Idx V PPFA A GBX 1,000,000 0 0.00 0.20 - 0.250
ASI MyFolio Idx V R A GBX 500 0 4.00 0.65 - 0.650
ASI MyFolio IdxIII IB A GBX 500,000,000 0 0.00 0.20 - 0.200
ASI MyFolio IdxIII ISFd A GBX 500,000,000 0 0.00 0.13 - 0.130
ASI MyFolio IdxIII PPFA A GBX 1,000,000 0 0.00 0.20 - 0.250
ASI MyFolio IdxIII R A GBX 0 0 4.00 0.65 - 0.650
ASI MyFolio Monthly Inc II AG5 Inc GBX 0 0 0.00 0.00 - 0.740
ASI MyFolio Monthly Inc II I A GBX 500,000,000 0 0.00 0.23 1.23 0.950
ASI MyFolio Monthly Inc II I I GBX 500,000,000 0 0.00 0.23 1.40 0.950
ASI MyFolio Monthly Inc II Pf 1 A GBX 1,000,000 0 0.00 0.23 1.46 1.000
ASI MyFolio Monthly Inc II Pf 1 I GBX 1,000,000 0 0.00 0.23 1.45 1.000
ASI MyFolio Monthly Inc II R A GBX 500 0 4.00 0.75 2.16 1.400
ASI MyFolio Monthly Inc II R I GBX 500 0 4.00 0.75 2.15 1.400
ASI MyFolio Monthly Inc III AG5 Inc GBX 0 0 0.00 0.00 - 0.880
ASI MyFolio Monthly Inc III I A GBX 500,000,000 0 0.00 0.23 1.28 0.970
ASI MyFolio Monthly Inc III I I GBX 500,000,000 0 0.00 0.23 1.31 0.970
ASI MyFolio Monthly Inc III Pf 1 A GBX 1,000,000 0 0.00 0.23 1.50 1.020
ASI MyFolio Monthly Inc III Pf 1 I GBX 1,000,000 0 0.00 0.23 1.54 1.020
ASI MyFolio Monthly Inc III R A GBX 500 0 4.00 0.75 2.20 1.420
ASI MyFolio Monthly Inc III R I GBX 500 0 4.00 0.75 2.24 1.420
ASI MyFolio Monthly Inc IV AG5 Inc GBX 0 0 0.00 0.00 - 1.070
ASI MyFolio Monthly Inc IV I A GBX 500,000,000 0 0.00 0.23 1.34 1.100
ASI MyFolio Monthly Inc IV I I GBX 500,000,000 0 0.00 0.23 1.35 1.100
ASI MyFolio Monthly Inc IV Pf 1 A GBX 1,000,000 0 0.00 0.23 1.56 1.150
ASI MyFolio Monthly Inc IV Pf 1 I GBX 1,000,000 0 0.00 0.23 1.58 1.150
ASI MyFolio Monthly Inc IV R A GBX 500 0 4.00 0.75 2.26 1.540
ASI MyFolio Monthly Inc IV R I GBX 500 0 4.00 0.75 2.28 1.540
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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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