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 (%)
Schroder India Equity X Acc Specialist 3 5.81 0.59
Schroder India Equity Z Acc Specialist 3 4.88 0.00
Schroder Indirect Real Estate A Property Other 1 -3.05 2.81
Schroder Indirect Real Estate B Property Other 1 -3.61 2.25
Schroder Inst Index Lkd Bd I Acc UK Index - Linked Gilts 1 18.88 0.51
Schroder Inst Index Lkd Bd I Inc UK Index - Linked Gilts 1 18.53 0.51
Schroder Inst Index Lkd Bd X Acc UK Index - Linked Gilts 1 19.19 0.51
Schroder Inst Lg Dtd StgBd I GrAcc UK Gilts 4 10.80 2.47
Schroder Inst Sterling Bd I Acc UK Gilts 3 5.63 2.25
Schroder Inst UK Sm Cos I Acc UK Smaller Companies 3 9.59 1.58
Schroder Inst UK Sm Cos I Inc UK Smaller Companies 3 9.59 1.61
Schroder Inst UK Sm Cos X UK Smaller Companies 3 0.00 1.97
Schroder Inst UK Sm Cos X Inc UK Smaller Companies 3 10.15 2.01
Schroder Institutional Growth I Acc Flexible Investment 2 4.28 0.54
Schroder Institutional Pacif I Acc Asia Pacific Excluding Japan 2 8.88 2.06
Schroder Institutional Pacif I Inc Asia Pacific Excluding Japan 2 8.84 2.11
Schroder Institutional Pacif S Asia Pacific Excluding Japan 2 8.72 2.15
Schroder Intl Bd Inst Gr Acc Global Bonds 2 4.03 2.59
Schroder Intl Bd X Gr Acc Global Bonds 2 4.47 2.58
Schroder IslamicGblEq L Global 0.00 0.00
Schroder IslamicGblEq Z Global 0.00 0.00
Schroder Japan Alpha Plus A Acc Japan 1 -2.06 0.00
Schroder Japan Alpha Plus A Hg A £ Japan 1 -5.79 0.00
Schroder Japan Alpha Plus A Hg I £ Japan 1 -5.81 0.00
Schroder Japan Alpha Plus A Inc Japan 1 -2.06 0.00
Schroder Japan Alpha Plus S Inc Japan 1 -0.95 1.08
Schroder Japan Alpha Plus Z Acc Japan 1 -1.31 0.72
Schroder Japan Alpha Plus Z Hg A £ Japan 1 -5.07 0.77
Schroder Japan Alpha Plus Z Hg I £ Japan 1 -5.23 0.76
Schroder Japan Alpha Plus Z Inc Japan 1 -1.32 0.71
Schroder Lf Rsk mgd Gbl Eq 2 Global 0.00 0.00
Schroder Lf Rsk mgd Gbl Eq 3 GBP Global 13.92 0.00
Schroder Lng Datd Corp Bd I Acc Sterling Corporate Bond 4 6.47 3.54
Schroder Lng Datd Corp Bd I I Sterling Corporate Bond 4 0.00 3.54
Schroder Lng Datd Corp Bd X Sterling Corporate Bond 4 0.00 3.54
Schroder Lng Datd Corp Bd X Acc Sterling Corporate Bond 4 6.78 3.54
Schroder Lng Datd Corp Bd Y Acc Sterling Corporate Bond 4 6.54 3.54
Schroder Lng Datd Corp Bd Y I Sterling Corporate Bond 4 0.00 3.54
Schroder Managed Balanced A Acc Mixed Investment 40-85% Shares 2 7.02 0.91
Schroder Managed Balanced H Acc Mixed Investment 40-85% Shares 2 7.98 1.66
Schroder Managed Balanced H Inc Mixed Investment 40-85% Shares 2 7.91 1.69
Schroder Managed Balanced Inst Acc Mixed Investment 40-85% Shares 2 7.96 1.69
Schroder Managed Balanced Inst Inc Mixed Investment 40-85% Shares 2 7.94 1.72
Schroder Managed Balanced Z Acc Mixed Investment 40-85% Shares 2 7.63 1.44
Schroder Managed Balanced Z Inc Mixed Investment 40-85% Shares 2 7.63 1.46
Schroder Mgd Wlth Pfl A Acc Mixed Investment 20-60% Shares 3 3.51 0.26
Schroder Mgd Wlth Pfl A Inc Mixed Investment 20-60% Shares 3 3.51 0.57
Schroder Mgd Wlth Pfl S Acc Mixed Investment 20-60% Shares 3 4.76 1.08
Schroder Mgd Wlth Pfl S Inc Mixed Investment 20-60% Shares 3 4.78 1.10
Schroder Mgd Wlth Pfl Z Acc Mixed Investment 20-60% Shares 3 4.34 0.81
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Schroder India Equity X Acc -1.43 -4.78 -4.27 9.01 19.00 29/01/2021
Schroder India Equity Z Acc -1.41 -4.79 -4.35 8.77 18.47 29/01/2021
Schroder Indirect Real Estate A 0.70 - 0.70 2.69 3.04 31/12/2020
Schroder Indirect Real Estate B 0.66 - 0.66 2.54 2.80 31/12/2020
Schroder Inst Index Lkd Bd I Acc 0.27 0.50 -1.20 2.52 -0.02 09/03/2017
Schroder Inst Index Lkd Bd I Inc 0.00 0.28 -1.39 2.31 -0.28 09/03/2017
Schroder Inst Index Lkd Bd X Acc 0.26 0.47 -1.19 2.55 0.09 09/03/2017
Schroder Inst Lg Dtd StgBd I GrAcc -0.05 0.00 2.03 5.08 -5.36 09/03/2017
Schroder Inst Sterling Bd I Acc -0.03 0.00 1.18 2.90 -2.90 09/03/2017
Schroder Inst UK Sm Cos I Acc -0.05 -1.79 0.92 26.25 34.86 29/01/2021
Schroder Inst UK Sm Cos I Inc 0.00 -1.74 0.98 26.26 34.87 29/01/2021
Schroder Inst UK Sm Cos X -0.04 -1.78 1.00 26.40 - 29/01/2021
Schroder Inst UK Sm Cos X Inc 0.00 -1.77 1.01 26.40 35.20 29/01/2021
Schroder Institutional Growth I Acc -0.39 -1.75 -1.08 3.48 3.96 29/01/2021
Schroder Institutional Pacif I Acc -1.32 -3.52 0.11 18.44 17.47 29/01/2021
Schroder Institutional Pacif I Inc -1.35 -3.52 0.10 18.46 17.45 29/01/2021
Schroder Institutional Pacif S -1.35 -3.52 0.04 18.28 17.28 29/01/2021
Schroder Intl Bd Inst Gr Acc -0.21 - -0.26 5.44 8.49 29/01/2016
Schroder Intl Bd X Gr Acc -0.24 - -0.24 5.54 8.68 29/01/2016
Schroder IslamicGblEq L -0.79 -1.29 1.09 - - 29/01/2021
Schroder IslamicGblEq Z -0.82 -1.29 1.09 - - 29/01/2021
Schroder Japan Alpha Plus A Acc 1.29 1.37 -3.42 -4.29 -4.07 29/01/2016
Schroder Japan Alpha Plus A Hg A £ 3.13 3.90 -6.78 -10.56 -14.69 29/01/2016
Schroder Japan Alpha Plus A Hg I £ 3.12 3.90 -6.78 -10.57 -14.70 29/01/2016
Schroder Japan Alpha Plus A Inc 1.29 1.37 -3.42 -4.29 -4.07 29/01/2016
Schroder Japan Alpha Plus S Inc 1.30 1.39 -3.33 -4.01 -3.52 29/01/2016
Schroder Japan Alpha Plus Z Acc 1.29 1.39 -3.36 -4.09 -3.70 29/01/2016
Schroder Japan Alpha Plus Z Hg A £ 3.13 3.92 -6.72 -10.37 -14.35 29/01/2016
Schroder Japan Alpha Plus Z Hg I £ 3.14 3.94 -6.71 -10.40 -14.47 29/01/2016
Schroder Japan Alpha Plus Z Inc 1.29 1.40 -3.36 -4.10 -3.71 29/01/2016
Schroder Lf Rsk mgd Gbl Eq 2 -0.21 0.50 0.95 -1.34 2.02 11/08/2015
Schroder Lf Rsk mgd Gbl Eq 3 GBP -0.20 0.50 0.93 -1.38 1.95 11/08/2015
Schroder Lng Datd Corp Bd I Acc -1.71 -0.39 -2.25 2.43 1.05 29/01/2021
Schroder Lng Datd Corp Bd I I -1.72 -0.40 -2.27 2.37 0.94 29/01/2021
Schroder Lng Datd Corp Bd X -1.72 -0.38 -2.24 2.49 - 29/01/2021
Schroder Lng Datd Corp Bd X Acc -1.71 -0.38 -2.21 2.51 1.19 29/01/2021
Schroder Lng Datd Corp Bd Y Acc -1.72 -0.38 -2.26 2.42 1.05 29/01/2021
Schroder Lng Datd Corp Bd Y I -1.73 -0.39 -2.25 2.44 1.05 29/01/2021
Schroder Managed Balanced A Acc -0.69 -2.35 0.14 10.69 11.08 29/01/2021
Schroder Managed Balanced H Acc -0.69 -2.29 0.26 10.90 11.54 29/01/2021
Schroder Managed Balanced H Inc -0.69 -2.33 0.19 10.90 11.52 29/01/2021
Schroder Managed Balanced Inst Acc -0.65 -2.32 0.25 10.91 11.62 29/01/2021
Schroder Managed Balanced Inst Inc -0.69 -2.34 0.19 10.91 11.55 29/01/2021
Schroder Managed Balanced Z Acc -0.69 -2.34 0.17 10.83 11.39 29/01/2021
Schroder Managed Balanced Z Inc -0.69 -2.33 0.17 10.84 11.39 29/01/2021
Schroder Mgd Wlth Pfl A Acc -0.11 -1.90 0.15 6.26 7.02 29/01/2021
Schroder Mgd Wlth Pfl A Inc -0.10 -1.89 0.15 6.25 6.98 29/01/2021
Schroder Mgd Wlth Pfl S Acc -0.11 -1.89 0.23 6.54 7.65 29/01/2021
Schroder Mgd Wlth Pfl S Inc -0.11 -1.88 0.24 6.56 7.66 29/01/2021
Schroder Mgd Wlth Pfl Z Acc -0.11 -1.89 0.19 6.44 7.44 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroder India Equity X Acc 3 5.81 - - - -
Schroder India Equity Z Acc 3 4.88 - - - -
Schroder Indirect Real Estate A 1 -3.05 -0.16 5.97 12.60 0.47
Schroder Indirect Real Estate B 1 -3.61 -0.74 5.39 12.00 0.43
Schroder Inst Index Lkd Bd I Acc 1 18.88 11.13 12.94 -1.49 5.93
Schroder Inst Index Lkd Bd I Inc 1 18.53 10.97 12.81 -1.67 5.70
Schroder Inst Index Lkd Bd X Acc 1 19.19 11.40 13.23 -1.27 6.23
Schroder Inst Lg Dtd StgBd I GrAcc 4 10.80 9.53 19.87 0.18 1.44
Schroder Inst Sterling Bd I Acc 3 5.63 6.01 9.95 -0.71 2.19
Schroder Inst UK Sm Cos I Acc 3 9.59 20.03 -8.80 26.48 22.23
Schroder Inst UK Sm Cos I Inc 3 9.59 20.06 -8.79 26.45 22.28
Schroder Inst UK Sm Cos X 3 - - - - -
Schroder Inst UK Sm Cos X Inc 3 10.15 20.63 -8.33 27.06 22.88
Schroder Institutional Growth I Acc 2 4.28 2.05 -1.66 -2.91 1.58
Schroder Institutional Pacif I Acc 2 8.88 17.68 -3.32 12.07 41.89
Schroder Institutional Pacif I Inc 2 8.84 17.66 -3.29 12.10 41.85
Schroder Institutional Pacif S 2 8.72 17.72 -3.24 12.15 41.94
Schroder Intl Bd Inst Gr Acc 2 4.03 5.87 -8.89 8.22 9.17
Schroder Intl Bd X Gr Acc 2 4.47 6.27 -8.52 8.64 9.67
Schroder IslamicGblEq L - - - - -
Schroder IslamicGblEq Z - - - - -
Schroder Japan Alpha Plus A Acc 1 -2.06 6.06 7.09 -3.53 -6.58
Schroder Japan Alpha Plus A Hg A £ 1 -5.79 11.27 - - -
Schroder Japan Alpha Plus A Hg I £ 1 -5.81 10.37 - - -
Schroder Japan Alpha Plus A Inc 1 -2.06 6.07 6.81 -3.53 -6.59
Schroder Japan Alpha Plus S Inc 1 -0.95 - - - -
Schroder Japan Alpha Plus Z Acc 1 -1.31 6.88 7.89 -2.80 -6.42
Schroder Japan Alpha Plus Z Hg A £ 1 -5.07 11.17 - - -
Schroder Japan Alpha Plus Z Hg I £ 1 -5.23 11.15 - - -
Schroder Japan Alpha Plus Z Inc 1 -1.32 6.89 5.67 -2.78 -6.45
Schroder Lf Rsk mgd Gbl Eq 2 - - - - -
Schroder Lf Rsk mgd Gbl Eq 3 GBP 13.92 - - - -
Schroder Lng Datd Corp Bd I Acc 4 6.47 21.02 0.00 9.83 13.36
Schroder Lng Datd Corp Bd I I 4 - - - - -
Schroder Lng Datd Corp Bd X 4 - - - - -
Schroder Lng Datd Corp Bd X Acc 4 6.78 21.34 0.18 10.16 13.61
Schroder Lng Datd Corp Bd Y Acc 4 6.54 - - - -
Schroder Lng Datd Corp Bd Y I 4 - - - - -
Schroder Managed Balanced A Acc 2 7.02 12.45 -7.51 11.14 20.61
Schroder Managed Balanced H Acc 2 7.98 13.37 -6.71 12.13 21.74
Schroder Managed Balanced H Inc 2 7.91 13.40 -6.69 12.10 21.66
Schroder Managed Balanced Inst Acc 2 7.96 13.45 -6.65 12.10 21.68
Schroder Managed Balanced Inst Inc 2 7.94 13.45 -6.67 12.11 21.70
Schroder Managed Balanced Z Acc 2 7.63 13.12 -6.91 11.80 21.38
Schroder Managed Balanced Z Inc 2 7.63 13.12 -6.91 11.81 21.40
Schroder Mgd Wlth Pfl A Acc 3 3.51 9.88 -3.64 4.62 16.30
Schroder Mgd Wlth Pfl A Inc 3 3.51 10.25 -2.60 4.71 16.30
Schroder Mgd Wlth Pfl S Acc 3 4.76 10.81 -3.29 5.61 17.45
Schroder Mgd Wlth Pfl S Inc 3 4.78 10.81 -3.30 5.60 17.47
Schroder Mgd Wlth Pfl Z Acc 3 4.34 10.53 -3.47 5.29 17.18
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Schroder India Equity X Acc GBX 25,000,000 10,000,000 0.00 0.00 - 0.200
Schroder India Equity Z Acc GBX 1,000,000 100,000 0.00 0.75 - 1.100
Schroder Indirect Real Estate A GBP 0 0 2.50 - - -
Schroder Indirect Real Estate B GBP 0 0 2.50 - - -
Schroder Inst Index Lkd Bd I Acc GBX 100,000 20,000 0.00 0.25 0.27 0.280
Schroder Inst Index Lkd Bd I Inc GBX 100,000 20,000 0.00 0.25 0.27 0.280
Schroder Inst Index Lkd Bd X Acc GBX 100,000 20,000 0.00 0.00 0.02 0.030
Schroder Inst Lg Dtd StgBd I GrAcc GBX 100,000 20,000 0.00 0.25 0.28 0.290
Schroder Inst Sterling Bd I Acc GBX 1,000,000 20,000 0.00 0.25 0.29 0.310
Schroder Inst UK Sm Cos I Acc GBX 100,000 20,000 0.00 0.50 - 0.520
Schroder Inst UK Sm Cos I Inc GBX 100,000 20,000 0.00 0.50 - 0.520
Schroder Inst UK Sm Cos X GBX 100,000 20,000 0.00 0.00 - 0.010
Schroder Inst UK Sm Cos X Inc GBX 100,000 20,000 0.00 0.00 - 0.010
Schroder Institutional Growth I Acc GBX 1,000,000 20,000 6.00 0.43 - 1.150
Schroder Institutional Pacif I Acc GBX 100,000 20,000 0.00 0.50 - 0.530
Schroder Institutional Pacif I Inc GBX 100,000 20,000 0.00 0.50 - 0.530
Schroder Institutional Pacif S GBX 0 0 0.00 0.30 - 0.480
Schroder Intl Bd Inst Gr Acc GBX 100,000 20,000 0.00 0.40 0.49 0.470
Schroder Intl Bd X Gr Acc GBX 100,000 20,000 0.00 0.00 0.09 0.060
Schroder IslamicGblEq L GBX 0 0 0.00 0.50 - 0.400
Schroder IslamicGblEq Z GBX 50,000 10,000 0.00 0.35 - 0.550
Schroder Japan Alpha Plus A Acc GBX 1,000 500 0.00 1.50 1.69 1.710
Schroder Japan Alpha Plus A Hg A £ GBX 1,000 500 0.00 1.50 - 1.710
Schroder Japan Alpha Plus A Hg I £ GBX 1,000 500 0.00 1.50 - 1.710
Schroder Japan Alpha Plus A Inc GBX 1,000 500 0.00 1.50 1.69 1.710
Schroder Japan Alpha Plus S Inc GBX 1 0 0.00 0.38 - 0.570
Schroder Japan Alpha Plus Z Acc GBX 1,000,000 100,000 0.00 0.75 0.94 0.960
Schroder Japan Alpha Plus Z Hg A £ GBX 1,000,000 100,000 0.00 0.75 - 0.960
Schroder Japan Alpha Plus Z Hg I £ GBX 1,000,000 100,000 0.00 0.75 - 0.960
Schroder Japan Alpha Plus Z Inc GBX 1,000,000 100,000 0.00 0.75 0.94 0.960
Schroder Lf Rsk mgd Gbl Eq 2 GBX 0 0 - - - -
Schroder Lf Rsk mgd Gbl Eq 3 GBP GBX 1,000,000 0 0.00 0.20 - 0.254
Schroder Lng Datd Corp Bd I Acc GBX 100,000 20,000 0.00 0.25 - 0.270
Schroder Lng Datd Corp Bd I I GBX 100,000 20,000 0.00 0.25 - 0.270
Schroder Lng Datd Corp Bd X GBX 100,000 20,000 0.00 0.00 - 0.020
Schroder Lng Datd Corp Bd X Acc GBX 100,000 20,000 0.00 0.00 - 0.020
Schroder Lng Datd Corp Bd Y Acc GBX 100,000 20,000 0.00 0.20 - 0.220
Schroder Lng Datd Corp Bd Y I GBX 0 0 0.00 0.20 - 0.220
Schroder Managed Balanced A Acc GBX 1,000 500 0.00 1.50 - 1.690
Schroder Managed Balanced H Acc GBX 1,000,000 20,000 0.00 0.52 - 0.620
Schroder Managed Balanced H Inc GBX 1,000,000 20,000 0.00 0.52 - 0.620
Schroder Managed Balanced Inst Acc GBX 1,000,000 20,000 0.00 0.50 - 0.580
Schroder Managed Balanced Inst Inc GBX 1,000,000 20,000 0.00 0.50 - 0.580
Schroder Managed Balanced Z Acc GBX 1,000,000 100,000 0.00 0.75 - 0.940
Schroder Managed Balanced Z Inc GBX 1,000,000 100,000 0.00 0.75 - 0.940
Schroder Mgd Wlth Pfl A Acc GBX 1,000 500 0.00 1.50 - 2.070
Schroder Mgd Wlth Pfl A Inc GBX 1,000 500 0.00 1.50 - 2.070
Schroder Mgd Wlth Pfl S Acc GBX 0 0 0.00 0.38 - 0.940
Schroder Mgd Wlth Pfl S Inc GBX 0 0 0.00 0.38 - 0.940
Schroder Mgd Wlth Pfl Z Acc GBX 1,000,000 100,000 0.00 0.75 - 1.320
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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