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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Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Schroder Mgd Wlth Pfl Z Inc Mixed Investment 20-60% Shares 3 4.35 0.80
Schroder MM Cautious Managed A Acc Mixed Investment 20%-60% Share 1 -0.91 2.47
Schroder MM Cautious Managed A Inc Mixed Investment 20%-60% Share 1 -0.92 2.50
Schroder MM Cautious Managed Z Acc Mixed Investment 20%-60% Share 1 -0.36 2.45
Schroder MM Cautious Managed Z Inc Mixed Investment 20%-60% Share 1 -0.36 2.49
Schroder MM Diversity A Acc Mixed Investment 20-60% Shares 2 5.87 0.35
Schroder MM Diversity A Inc Mixed Investment 20-60% Shares 2 5.89 0.35
Schroder MM Diversity Income A Acc Mixed Investment 20-60% Shares 1 2.26 3.00
Schroder MM Diversity Income A Inc Mixed Investment 20-60% Shares 1 2.35 3.06
Schroder MM Diversity Income S Acc Mixed Investment 20-60% Shares 1 2.87 3.03
Schroder MM Diversity Income S Inc Mixed Investment 20-60% Shares 1 2.84 3.10
Schroder MM Diversity Income Z Acc Mixed Investment 20-60% Shares 1 2.71 3.03
Schroder MM Diversity Income Z Inc Mixed Investment 20-60% Shares 1 2.70 3.10
Schroder MM Diversity Q Acc Mixed Investment 20-60% Shares 2 6.63 0.98
Schroder MM Diversity S Acc Mixed Investment 20-60% Shares 2 6.70 1.06
Schroder MM Diversity S Inc Mixed Investment 20-60% Shares 2 6.60 1.02
Schroder MM Diversity T Mixed Investment 20-60% Shares 2 6.51 0.90
Schroder MM Diversity Z Acc Mixed Investment 20-60% Shares 2 6.43 0.81
Schroder MM Diversity Z Inc Mixed Investment 20-60% Shares 2 6.41 0.82
Schroder MM Dvrsty Bln A Acc Mixed Investment 40-85% Shares 1 4.39 0.64
Schroder MM Dvrsty Bln A Inc Mixed Investment 40-85% Shares 1 4.42 0.61
Schroder MM Dvrsty Bln S Acc Mixed Investment 40-85% Shares 1 5.17 1.30
Schroder MM Dvrsty Bln S Inc Mixed Investment 40-85% Shares 1 5.18 1.32
Schroder MM Dvrsty Bln Z Acc Mixed Investment 40-85% Shares 1 4.97 1.12
Schroder MM Dvrsty Bln Z Inc Mixed Investment 40-85% Shares 1 4.99 1.13
Schroder MM High Alpha Acc Flexible Investment 1 -1.03 0.00
Schroder MM High Alpha Inc Flexible Investment 1 -1.04 0.00
Schroder MM High Alpha S Flexible Investment 1 0.00 0.26
Schroder MM High Alpha Z Acc Flexible Investment 1 -0.30 0.00
Schroder MM High Alpha Z Inc Flexible Investment 1 -0.30 0.00
Schroder MM International A Acc Global 2 12.37 0.82
Schroder MM International A Inc Global 2 12.38 0.75
Schroder MM International S Acc Global 2 13.19 1.39
Schroder MM International S Inc Global 2 13.17 1.40
Schroder MM International Z Acc Global 2 12.98 1.21
Schroder MM International Z Inc Global 2 12.96 1.24
Schroder MM Managed Portfolio A Acc Mixed Investment 40%-85% Share 5 -1.87 0.00
Schroder MM Managed Portfolio C Acc Mixed Investment 40%-85% Share 5 -1.64 0.00
Schroder MM Managed Portfolio C Inc Mixed Investment 40%-85% Share 5 -1.60 0.00
Schroder MM Managed Portfolio Z Acc Mixed Investment 40%-85% Share 5 -1.36 0.07
Schroder MM Strategic Bal Acc Mixed Investment 40%-85% Share 1 -2.33 0.00
Schroder MM Strategic Bal Inc Mixed Investment 40%-85% Share 1 -2.32 0.00
Schroder MM Strategic Bal Z Acc Mixed Investment 40%-85% Share 1 -1.55 0.43
Schroder MM Strategic Bal Z Inc Mixed Investment 40%-85% Share 1 -1.57 0.40
Schroder MM UK Growth A Acc UK All Companies 2 -9.08 2.28
Schroder MM UK Growth A Inc UK All Companies 2 -9.09 2.32
Schroder MM UK Growth S Acc UK All Companies 2 -8.43 2.95
Schroder MM UK Growth S Inc UK All Companies 2 -8.45 3.03
Schroder MM UK Growth Z Acc UK All Companies 2 -8.66 2.75
Schroder MM UK Growth Z Inc UK All Companies 2 -8.59 2.84
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Schroder Mgd Wlth Pfl Z Inc -0.11 -1.89 0.20 6.45 7.44 29/01/2021
Schroder MM Cautious Managed A Acc 0.04 0.99 -1.23 -0.51 -0.41 24/10/2014
Schroder MM Cautious Managed A Inc 0.05 0.99 -1.22 -0.51 -0.41 24/10/2014
Schroder MM Cautious Managed Z Acc 0.07 1.03 -1.15 -0.35 -0.13 24/10/2014
Schroder MM Cautious Managed Z Inc 0.08 1.03 -1.15 -0.33 -0.10 24/10/2014
Schroder MM Diversity A Acc 0.09 -1.56 0.26 8.60 3.93 29/01/2021
Schroder MM Diversity A Inc 0.00 -1.54 0.20 8.62 3.85 29/01/2021
Schroder MM Diversity Income A Acc -0.20 -1.58 0.74 13.20 7.73 29/01/2021
Schroder MM Diversity Income A Inc -0.18 -1.54 0.74 13.21 7.78 29/01/2021
Schroder MM Diversity Income S Acc -0.17 -1.57 0.81 13.36 8.07 29/01/2021
Schroder MM Diversity Income S Inc -0.20 -1.59 0.78 13.33 8.02 29/01/2021
Schroder MM Diversity Income Z Acc -0.19 -1.59 0.78 13.28 7.93 29/01/2021
Schroder MM Diversity Income Z Inc -0.18 -1.57 0.80 13.29 8.02 29/01/2021
Schroder MM Diversity Q Acc 0.08 -1.57 0.34 8.78 4.20 29/01/2021
Schroder MM Diversity S Acc 0.09 -1.53 0.35 8.80 4.22 29/01/2021
Schroder MM Diversity S Inc 0.03 -1.57 0.30 8.71 4.20 29/01/2021
Schroder MM Diversity T 0.00 -1.59 0.27 8.69 4.12 29/01/2021
Schroder MM Diversity Z Acc 0.09 -1.60 0.27 8.73 4.13 29/01/2021
Schroder MM Diversity Z Inc 0.10 -1.52 0.29 8.75 4.14 29/01/2021
Schroder MM Dvrsty Bln A Acc -0.25 -2.86 0.50 13.86 6.69 29/01/2021
Schroder MM Dvrsty Bln A Inc -0.26 -2.86 0.53 13.84 6.68 29/01/2021
Schroder MM Dvrsty Bln S Acc -0.21 -2.81 0.59 14.08 7.07 29/01/2021
Schroder MM Dvrsty Bln S Inc -0.22 -2.81 0.58 14.09 7.07 29/01/2021
Schroder MM Dvrsty Bln Z Acc -0.18 -2.80 0.60 14.01 6.99 29/01/2021
Schroder MM Dvrsty Bln Z Inc -0.19 -2.78 0.58 14.09 6.96 29/01/2021
Schroder MM High Alpha Acc -0.02 1.72 -1.89 -0.87 -0.38 24/10/2014
Schroder MM High Alpha Inc -0.04 1.73 -1.89 -0.87 -0.38 24/10/2014
Schroder MM High Alpha S -0.02 1.75 -1.79 -0.60 0.20 24/10/2014
Schroder MM High Alpha Z Acc -0.02 1.74 -1.82 -0.69 0.00 24/10/2014
Schroder MM High Alpha Z Inc -0.03 1.74 -1.83 -0.68 0.00 24/10/2014
Schroder MM International A Acc -1.00 -3.32 0.92 13.26 9.87 29/01/2021
Schroder MM International A Inc -1.02 -3.28 0.93 13.26 9.88 29/01/2021
Schroder MM International S Acc -1.03 -3.30 1.00 13.45 10.23 29/01/2021
Schroder MM International S Inc -1.01 -3.30 0.99 13.45 10.25 29/01/2021
Schroder MM International Z Acc -1.00 -3.31 0.98 13.42 10.16 29/01/2021
Schroder MM International Z Inc -1.05 -3.31 0.97 13.41 10.12 29/01/2021
Schroder MM Managed Portfolio A Acc -1.53 -2.59 -4.97 -3.50 -2.69 17/10/2014
Schroder MM Managed Portfolio C Acc -1.53 -2.59 -4.97 -3.45 -2.59 17/10/2014
Schroder MM Managed Portfolio C Inc -1.47 -2.58 -4.93 -3.45 -2.53 17/10/2014
Schroder MM Managed Portfolio Z Acc -1.52 -2.57 -4.90 -3.36 -2.45 17/10/2014
Schroder MM Strategic Bal Acc -1.57 -2.52 -5.01 -3.50 -2.66 17/10/2014
Schroder MM Strategic Bal Inc -1.58 -2.53 -4.99 -3.47 -2.64 17/10/2014
Schroder MM Strategic Bal Z Acc -1.57 -2.53 -4.94 -3.30 -2.26 17/10/2014
Schroder MM Strategic Bal Z Inc -1.57 -2.52 -4.94 -3.30 -2.27 17/10/2014
Schroder MM UK Growth A Acc -0.16 -3.02 -0.49 21.83 13.78 29/01/2021
Schroder MM UK Growth A Inc -0.18 -2.96 -0.46 21.85 13.80 29/01/2021
Schroder MM UK Growth S Acc -0.16 -3.03 -0.40 22.09 14.17 29/01/2021
Schroder MM UK Growth S Inc -0.19 -2.99 -0.42 22.05 14.21 29/01/2021
Schroder MM UK Growth Z Acc -0.23 -3.04 -0.47 21.97 14.02 29/01/2021
Schroder MM UK Growth Z Inc -0.18 -2.95 -0.42 22.01 14.10 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroder Mgd Wlth Pfl Z Inc 3 4.35 10.49 -3.52 5.33 17.17
Schroder MM Cautious Managed A Acc 1 -0.91 5.57 4.53 -2.19 8.18
Schroder MM Cautious Managed A Inc 1 -0.92 5.47 4.64 -1.62 7.44
Schroder MM Cautious Managed Z Acc 1 -0.36 6.05 4.98 -2.19 8.18
Schroder MM Cautious Managed Z Inc 1 -0.36 6.05 4.98 -1.62 7.44
Schroder MM Diversity A Acc 2 5.87 2.78 -1.14 -0.84 8.72
Schroder MM Diversity A Inc 2 5.89 2.72 -1.06 -0.86 8.68
Schroder MM Diversity Income A Acc 1 2.26 2.03 0.35 1.79 9.12
Schroder MM Diversity Income A Inc 1 2.35 1.98 0.41 1.82 9.03
Schroder MM Diversity Income S Acc 1 2.87 2.55 0.97 2.35 9.73
Schroder MM Diversity Income S Inc 1 2.84 2.56 0.95 2.35 9.72
Schroder MM Diversity Income Z Acc 1 2.71 2.37 0.82 2.16 9.56
Schroder MM Diversity Income Z Inc 1 2.70 2.38 0.83 2.17 9.53
Schroder MM Diversity Q Acc 2 6.63 3.33 -0.37 -0.09 9.39
Schroder MM Diversity S Acc 2 6.70 3.42 -0.47 - -
Schroder MM Diversity S Inc 2 6.60 3.36 -0.41 -0.24 9.40
Schroder MM Diversity T 2 6.51 3.26 -0.59 -0.29 9.33
Schroder MM Diversity Z Acc 2 6.43 3.17 -0.59 -0.39 9.27
Schroder MM Diversity Z Inc 2 6.41 3.21 -0.59 -0.35 9.22
Schroder MM Dvrsty Bln A Acc 1 4.39 4.88 -4.46 2.63 18.14
Schroder MM Dvrsty Bln A Inc 1 4.42 4.81 -4.47 2.63 18.19
Schroder MM Dvrsty Bln S Acc 1 5.17 5.58 -3.80 3.35 18.97
Schroder MM Dvrsty Bln S Inc 1 5.18 5.58 -3.80 3.36 18.97
Schroder MM Dvrsty Bln Z Acc 1 4.97 5.37 -3.95 3.09 18.80
Schroder MM Dvrsty Bln Z Inc 1 4.99 5.35 -3.98 3.17 18.67
Schroder MM High Alpha Acc 1 -1.03 14.08 6.26 -5.71 8.51
Schroder MM High Alpha Inc 1 -1.04 14.08 6.25 -5.70 8.49
Schroder MM High Alpha S 1 - - - - -
Schroder MM High Alpha Z Acc 1 -0.30 14.86 7.00 -5.71 8.51
Schroder MM High Alpha Z Inc 1 -0.30 14.94 6.98 -5.70 8.49
Schroder MM International A Acc 2 12.37 13.60 -4.49 7.90 32.45
Schroder MM International A Inc 2 12.38 13.59 -4.49 7.89 32.45
Schroder MM International S Acc 2 13.19 14.39 -3.87 - -
Schroder MM International S Inc 2 13.17 14.39 -3.85 8.71 33.39
Schroder MM International Z Acc 2 12.98 14.13 -4.06 8.49 33.13
Schroder MM International Z Inc 2 12.96 14.14 -4.05 8.48 33.17
Schroder MM Managed Portfolio A Acc 5 -1.87 21.57 9.51 -0.09 6.70
Schroder MM Managed Portfolio C Acc 5 -1.64 21.87 9.79 0.15 6.94
Schroder MM Managed Portfolio C Inc 5 -1.60 21.87 9.88 0.15 6.95
Schroder MM Managed Portfolio Z Acc 5 -1.36 22.18 10.06 0.41 7.19
Schroder MM Strategic Bal Acc 1 -2.33 8.09 7.09 -3.84 7.13
Schroder MM Strategic Bal Inc 1 -2.32 8.13 6.98 -3.82 6.81
Schroder MM Strategic Bal Z Acc 1 -1.55 8.82 7.82 -3.84 7.13
Schroder MM Strategic Bal Z Inc 1 -1.57 8.79 7.75 -3.82 6.81
Schroder MM UK Growth A Acc 2 -9.08 8.83 -5.07 4.50 23.02
Schroder MM UK Growth A Inc 2 -9.09 8.85 -5.09 4.50 23.07
Schroder MM UK Growth S Acc 2 -8.43 9.56 -4.38 - -
Schroder MM UK Growth S Inc 2 -8.45 9.60 -4.43 5.21 23.92
Schroder MM UK Growth Z Acc 2 -8.66 9.39 -4.63 5.02 23.76
Schroder MM UK Growth Z Inc 2 -8.59 9.39 -4.64 5.02 23.69
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Schroder Mgd Wlth Pfl Z Inc GBX 1,000,000 100,000 0.00 0.75 - 1.320
Schroder MM Cautious Managed A Acc GBX 1,000 500 0.00 1.25 1.83 2.030
Schroder MM Cautious Managed A Inc GBX 1,000 500 0.00 1.25 1.83 2.030
Schroder MM Cautious Managed Z Acc GBX 1,000,000 100,000 0.00 0.63 1.20 1.410
Schroder MM Cautious Managed Z Inc GBX 1,000,000 100,000 0.00 0.63 1.20 1.410
Schroder MM Diversity A Acc GBX 1,000 500 0.00 1.00 - 1.740
Schroder MM Diversity A Inc GBX 1,000 500 0.00 1.00 - 1.740
Schroder MM Diversity Income A Acc GBX 1,000 500 0.00 1.00 - 1.610
Schroder MM Diversity Income A Inc GBX 1,000 500 0.00 1.00 - 1.610
Schroder MM Diversity Income S Acc GBX 0 0 0.00 0.30 - 0.910
Schroder MM Diversity Income S Inc GBX 0 0 0.00 0.30 - 0.910
Schroder MM Diversity Income Z Acc GBX 25,000 500 0.00 0.50 - 1.110
Schroder MM Diversity Income Z Inc GBX 25,000 500 0.00 0.50 - 1.110
Schroder MM Diversity Q Acc GBX 25,000 500 0.00 0.30 - 1.030
Schroder MM Diversity S Acc GBX 0 0 0.00 0.30 - 1.030
Schroder MM Diversity S Inc GBX 0 0 0.00 1.00 - 1.030
Schroder MM Diversity T GBX 25,000 500 0.00 0.40 - 1.130
Schroder MM Diversity Z Acc GBX 25,000 500 0.00 0.50 - 1.230
Schroder MM Diversity Z Inc GBX 25,000 500 0.00 0.50 - 1.230
Schroder MM Dvrsty Bln A Acc GBX 1,000 500 0.00 1.00 - 1.860
Schroder MM Dvrsty Bln A Inc GBX 1,000 500 0.00 1.00 - 1.860
Schroder MM Dvrsty Bln S Acc GBX 0 0 0.00 0.30 - 1.150
Schroder MM Dvrsty Bln S Inc GBX 0 0 0.00 1.00 - 1.150
Schroder MM Dvrsty Bln Z Acc GBX 25,000 500 0.00 0.50 - 1.350
Schroder MM Dvrsty Bln Z Inc GBX 25,000 500 0.00 0.50 - 1.350
Schroder MM High Alpha Acc GBX 1,000 500 0.00 1.50 2.07 2.100
Schroder MM High Alpha Inc GBX 1,000 500 0.00 1.50 2.07 2.100
Schroder MM High Alpha S GBX 1 0 - 1.00 - 1.000
Schroder MM High Alpha Z Acc GBX 1,000,000 100,000 0.00 0.75 1.32 1.350
Schroder MM High Alpha Z Inc GBX 1,000,000 100,000 0.00 0.75 1.32 1.350
Schroder MM International A Acc GBX 1,000 500 0.00 1.00 - 1.900
Schroder MM International A Inc GBX 1,000 500 0.00 1.00 - 1.900
Schroder MM International S Acc GBX 0 0 0.00 0.30 - 1.200
Schroder MM International S Inc GBX 0 0 0.00 1.00 - 1.200
Schroder MM International Z Acc GBX 25,000 500 0.00 0.50 - 1.400
Schroder MM International Z Inc GBX 25,000 500 0.00 0.50 - 1.400
Schroder MM Managed Portfolio A Acc GBX 1,000 500 0.00 1.25 1.37 2.090
Schroder MM Managed Portfolio C Acc GBX 25,000 500 0.00 1.00 1.13 1.840
Schroder MM Managed Portfolio C Inc GBX 25,000 500 0.00 1.00 1.13 1.840
Schroder MM Managed Portfolio Z Acc GBX 1,000,000 100,000 0.00 0.75 0.87 1.590
Schroder MM Strategic Bal Acc GBX 1,000 500 0.00 1.50 2.09 2.330
Schroder MM Strategic Bal Inc GBX 1,000 500 0.00 1.50 2.09 2.330
Schroder MM Strategic Bal Z Acc GBX 1,000,000 100,000 0.00 0.75 1.34 1.580
Schroder MM Strategic Bal Z Inc GBX 1,000,000 100,000 0.00 0.75 1.34 1.580
Schroder MM UK Growth A Acc GBX 1,000 500 0.00 1.00 - 1.870
Schroder MM UK Growth A Inc GBX 1,000 500 0.00 1.00 - 1.870
Schroder MM UK Growth S Acc GBX 0 0 0.00 0.30 - 1.180
Schroder MM UK Growth S Inc GBX 0 0 0.00 1.00 - 1.170
Schroder MM UK Growth Z Acc GBX 25,000 500 0.00 0.50 - 1.370
Schroder MM UK Growth Z Inc GBX 25,000 500 0.00 0.50 - 1.370
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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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