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 UKLEIM Q UK Equity Income 0.00 0.00
Schroder UKLEIM Q Acc UK Equity Income 0.00 0.00
Schroder UKLEIM Z UK Equity Income 0.00 0.00
Schroder UKLEIM Z Acc UK Equity Income 0.00 0.00
Schroder US Alpha Plus A Acc North America 26.46 0.00
Schroder US Alpha Plus A Inc North America 26.42 0.00
Schroder US Alpha Plus Z Acc North America 27.40 0.40
Schroder US Alpha Plus Z Inc North America 26.89 0.50
Schroder US Eq Inc Maximiser L Acc North America 2 6.24 4.99
Schroder US Eq Inc Maximiser L Inc North America 2 6.25 5.05
Schroder US Eq Inc Maximiser LH Acc North America 2 11.03 4.97
Schroder US Eq Inc Maximiser LH Inc North America 2 9.95 5.03
Schroder US Eq Inc Maximiser Q Acc North America 2 6.37 4.99
Schroder US Eq Inc Maximiser Q Inc North America 2 6.36 5.05
Schroder US Eq Inc Maximiser QH Inc North America 2 10.26 5.03
Schroder US Eq Inc Maximiser Z Acc North America 2 6.14 4.99
Schroder US Eq Inc Maximiser Z Inc North America 2 6.16 5.05
Schroder US Mid Cap A Acc North America 2 2.50 0.00
Schroder US Mid Cap A Inc North America 2 2.44 0.00
Schroder US Mid Cap L Acc North America 2 3.31 0.38
Schroder US Mid Cap L Inc North America 2 3.29 0.38
Schroder US Mid Cap S Inc North America 2 3.64 0.65
Schroder US Mid Cap Z Acc North America 2 3.20 0.31
Schroder US Mid Cap Z Inc North America 2 3.26 0.31
Schroder US Smaller Companies A Acc North American Smaller Compani 2 4.66 0.00
Schroder US Smaller Companies A Inc North American Smaller Compani 2 4.66 0.00
Schroder US Smaller Companies S Acc North American Smaller Compani 2 5.80 0.62
Schroder US Smaller Companies S Inc North American Smaller Compani 2 5.83 0.63
Schroder US Smaller Companies Z Acc North American Smaller Compani 2 5.37 0.30
Schroder US Smaller Companies Z Inc North American Smaller Compani 2 5.43 0.30
Schroders PW Adventurous Pf Q Acc Mixed Investment 40-85% Shares 0.00 1.50
Schroders PW Adventurous Pf X Acc Mixed Investment 40-85% Shares 0.00 1.90
Schroders PW Advntr Sltn A Acc Mixed Investment 40-85% Shares 1 -1.26 1.00
Schroders PW Advntr Sltn G Acc Mixed Investment 40-85% Shares 1 -1.06 1.30
Schroders PW Asst Alctr A Acc Flexible Investment 1 -1.35 0.90
Schroders PW Asst Alctr P Inc Flexible Investment 1 -0.50 1.90
Schroders PW Asst Alctr Q Inc Flexible Investment 1 -0.53 1.90
Schroders PW Bal Sltn A Acc Mixed Investment 20-60% Shares 1 -1.13 1.20
Schroders PW Bal Sltn G Acc Mixed Investment 20-60% Shares 1 -0.94 1.50
Schroders PW Bal Sltn X Acc Mixed Investment 20-60% Shares 1 0.00 2.50
Schroders PW Balanced Pf Q Acc Mixed Investment 20-60% Shares 0.00 2.00
Schroders PW Balanced Pf X Acc Mixed Investment 20-60% Shares 0.00 2.30
Schroders PW Caut Sltn A Acc Mixed Investment 0-35% Shares 1 0.13 1.00
Schroders PW Caut Sltn A Inc Mixed Investment 0-35% Shares 1 0.08 1.00
Schroders PW Caut Sltn G Acc Mixed Investment 0-35% Shares 1 0.38 1.40
Schroders PW Caut Sltn G Inc Mixed Investment 0-35% Shares 1 0.36 1.40
Schroders PW Cautious Pf Q Acc Mixed Investment 0-35% Shares 0.00 1.40
Schroders PW Cautious Pf X Acc Mixed Investment 0-35% Shares 0.00 1.70
Schroders PW Def Sltn A Acc Mixed Investment 0-35% Shares 1 0.62 1.00
Schroders PW Def Sltn A Inc Mixed Investment 0-35% Shares 1 0.66 1.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Schroder UKLEIM Q -0.57 -2.84 -2.46 - - 29/01/2021
Schroder UKLEIM Q Acc -0.56 -2.84 -2.34 - - 29/01/2021
Schroder UKLEIM Z -0.57 -2.84 -2.46 - - 29/01/2021
Schroder UKLEIM Z Acc -0.56 -2.84 -2.36 - - 29/01/2021
Schroder US Alpha Plus A Acc 0.00 0.18 -0.46 7.03 4.84 27/11/2013
Schroder US Alpha Plus A Inc 0.00 0.18 -0.46 7.03 4.82 27/11/2013
Schroder US Alpha Plus Z Acc -0.01 0.18 -0.41 7.21 5.23 27/11/2013
Schroder US Alpha Plus Z Inc 0.00 0.18 -0.44 7.19 5.30 27/11/2013
Schroder US Eq Inc Maximiser L Acc 0.03 -1.86 -1.45 7.87 9.75 29/01/2021
Schroder US Eq Inc Maximiser L Inc 0.02 -1.87 -1.46 7.88 9.73 29/01/2021
Schroder US Eq Inc Maximiser LH Acc 0.45 -1.59 -0.03 13.97 15.55 29/01/2021
Schroder US Eq Inc Maximiser LH Inc 0.46 -1.58 -0.03 13.95 15.59 29/01/2021
Schroder US Eq Inc Maximiser Q Acc 0.01 -1.87 -1.46 7.90 9.80 29/01/2021
Schroder US Eq Inc Maximiser Q Inc 0.02 -1.86 -1.45 7.91 9.80 29/01/2021
Schroder US Eq Inc Maximiser QH Inc 0.47 -1.57 -0.01 14.00 15.68 29/01/2021
Schroder US Eq Inc Maximiser Z Acc 0.01 -1.87 -1.47 7.85 9.69 29/01/2021
Schroder US Eq Inc Maximiser Z Inc 0.02 -1.87 -1.47 7.84 9.70 29/01/2021
Schroder US Mid Cap A Acc -0.46 -3.48 -0.29 15.43 17.23 29/01/2021
Schroder US Mid Cap A Inc -0.52 -3.48 -0.35 15.38 17.19 29/01/2021
Schroder US Mid Cap L Acc -0.48 -3.48 -0.24 15.65 17.72 29/01/2021
Schroder US Mid Cap L Inc -0.48 -3.52 -0.32 15.56 17.65 29/01/2021
Schroder US Mid Cap S Inc -0.42 -3.42 -0.17 15.82 17.89 29/01/2021
Schroder US Mid Cap Z Acc -0.45 -3.43 -0.26 15.62 17.64 29/01/2021
Schroder US Mid Cap Z Inc -0.45 -3.46 -0.26 15.69 17.64 29/01/2021
Schroder US Smaller Companies A Acc -0.49 -3.98 0.47 19.06 24.73 29/01/2021
Schroder US Smaller Companies A Inc -0.49 -3.98 0.47 19.10 24.73 29/01/2021
Schroder US Smaller Companies S Acc -0.49 -4.01 0.49 19.34 25.38 29/01/2021
Schroder US Smaller Companies S Inc -0.42 -3.97 0.59 19.45 25.46 29/01/2021
Schroder US Smaller Companies Z Acc -0.51 -3.98 0.51 19.22 25.12 29/01/2021
Schroder US Smaller Companies Z Inc -0.51 -4.02 0.52 19.28 25.14 29/01/2021
Schroders PW Adventurous Pf Q Acc -1.27 -2.42 0.55 11.17 10.66 29/01/2021
Schroders PW Adventurous Pf X Acc -1.27 -2.42 0.65 11.32 10.86 29/01/2021
Schroders PW Advntr Sltn A Acc -1.39 -3.09 -0.05 12.38 9.91 29/01/2021
Schroders PW Advntr Sltn G Acc -1.39 -3.05 -0.06 12.39 9.89 29/01/2021
Schroders PW Asst Alctr A Acc -0.15 -1.43 -0.08 9.88 8.61 29/01/2021
Schroders PW Asst Alctr P Inc -0.16 -1.44 0.00 10.02 8.95 29/01/2021
Schroders PW Asst Alctr Q Inc -0.16 -1.44 0.00 10.04 8.98 29/01/2021
Schroders PW Bal Sltn A Acc -0.90 -1.79 0.29 7.66 6.48 29/01/2021
Schroders PW Bal Sltn G Acc -0.94 -1.80 0.27 7.65 6.49 29/01/2021
Schroders PW Bal Sltn X Acc -0.88 -1.74 0.33 7.90 6.99 29/01/2021
Schroders PW Balanced Pf Q Acc -0.75 -1.21 0.28 7.33 6.24 29/01/2021
Schroders PW Balanced Pf X Acc -0.75 -1.21 0.28 7.42 6.43 29/01/2021
Schroders PW Caut Sltn A Acc -0.51 -0.76 -0.13 3.90 3.84 29/01/2021
Schroders PW Caut Sltn A Inc -0.53 -0.79 -0.18 3.91 3.86 29/01/2021
Schroders PW Caut Sltn G Acc -0.52 -0.82 -0.15 3.90 3.82 29/01/2021
Schroders PW Caut Sltn G Inc -0.53 -0.80 -0.18 3.85 3.83 29/01/2021
Schroders PW Cautious Pf Q Acc -0.48 -0.48 -0.19 4.13 3.49 29/01/2021
Schroders PW Cautious Pf X Acc -0.38 -0.48 -0.19 4.25 3.69 29/01/2021
Schroders PW Def Sltn A Acc -0.48 -0.55 -0.27 2.97 3.19 29/01/2021
Schroders PW Def Sltn A Inc -0.37 -0.47 -0.19 2.98 3.26 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroder UKLEIM Q - - - - -
Schroder UKLEIM Q Acc - - - - -
Schroder UKLEIM Z - - - - -
Schroder UKLEIM Z Acc - - - - -
Schroder US Alpha Plus A Acc 26.46 - - - -
Schroder US Alpha Plus A Inc 26.42 - - - -
Schroder US Alpha Plus Z Acc 27.40 - - - -
Schroder US Alpha Plus Z Inc 26.89 - - - -
Schroder US Eq Inc Maximiser L Acc 2 6.24 21.93 0.71 - -
Schroder US Eq Inc Maximiser L Inc 2 6.25 21.97 0.71 - -
Schroder US Eq Inc Maximiser LH Acc 2 11.03 18.67 - - -
Schroder US Eq Inc Maximiser LH Inc 2 9.95 18.76 - - -
Schroder US Eq Inc Maximiser Q Acc 2 6.37 22.12 0.84 - -
Schroder US Eq Inc Maximiser Q Inc 2 6.36 22.11 0.85 - -
Schroder US Eq Inc Maximiser QH Inc 2 10.26 18.94 - - -
Schroder US Eq Inc Maximiser Z Acc 2 6.14 21.88 0.63 - -
Schroder US Eq Inc Maximiser Z Inc 2 6.16 21.89 0.63 - -
Schroder US Mid Cap A Acc 2 2.50 20.10 -2.44 4.83 48.26
Schroder US Mid Cap A Inc 2 2.44 20.13 -2.45 4.76 48.27
Schroder US Mid Cap L Acc 2 3.31 21.13 -1.67 5.70 49.53
Schroder US Mid Cap L Inc 2 3.29 21.12 -1.68 5.70 49.55
Schroder US Mid Cap S Inc 2 3.64 21.50 -1.36 6.00 50.00
Schroder US Mid Cap Z Acc 2 3.20 21.08 -1.75 5.62 49.42
Schroder US Mid Cap Z Inc 2 3.26 21.05 -1.75 5.66 49.37
Schroder US Smaller Companies A Acc 2 4.66 21.73 0.11 3.11 50.57
Schroder US Smaller Companies A Inc 2 4.66 21.73 0.14 3.07 50.57
Schroder US Smaller Companies S Acc 2 5.80 23.10 1.26 4.28 52.26
Schroder US Smaller Companies S Inc 2 5.83 23.10 1.27 4.26 52.27
Schroder US Smaller Companies Z Acc 2 5.37 22.65 0.91 3.89 51.67
Schroder US Smaller Companies Z Inc 2 5.43 22.58 0.92 3.88 51.68
Schroders PW Adventurous Pf Q Acc - - - - -
Schroders PW Adventurous Pf X Acc - - - - -
Schroders PW Advntr Sltn A Acc 1 -1.26 12.89 -6.55 9.73 23.78
Schroders PW Advntr Sltn G Acc 1 -1.06 13.45 -6.16 10.18 24.35
Schroders PW Asst Alctr A Acc 1 -1.35 9.74 -5.61 4.05 9.20
Schroders PW Asst Alctr P Inc 1 -0.50 10.87 -4.59 5.12 10.28
Schroders PW Asst Alctr Q Inc 1 -0.53 10.92 -4.53 5.27 10.34
Schroders PW Bal Sltn A Acc 1 -1.13 8.42 -4.15 6.41 14.30
Schroders PW Bal Sltn G Acc 1 -0.94 8.83 -3.72 6.75 14.81
Schroders PW Bal Sltn X Acc 1 0.00 - - - -
Schroders PW Balanced Pf Q Acc - - - - -
Schroders PW Balanced Pf X Acc - - - - -
Schroders PW Caut Sltn A Acc 1 0.13 7.10 -2.59 4.52 7.39
Schroders PW Caut Sltn A Inc 1 0.08 7.11 -2.60 4.55 7.40
Schroders PW Caut Sltn G Acc 1 0.38 7.63 -2.14 5.09 7.83
Schroders PW Caut Sltn G Inc 1 0.36 7.65 -2.14 5.10 7.77
Schroders PW Cautious Pf Q Acc - - - - -
Schroders PW Cautious Pf X Acc - - - - -
Schroders PW Def Sltn A Acc 1 0.62 7.02 -2.45 4.29 6.06
Schroders PW Def Sltn A Inc 1 0.66 7.00 -2.44 4.26 6.10
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Schroder UKLEIM Q GBX 0 0 0.00 0.00 - 0.260
Schroder UKLEIM Q Acc GBX 0 0 0.00 0.00 - 0.260
Schroder UKLEIM Z GBX 50,000 10,000 0.00 0.20 - 0.460
Schroder UKLEIM Z Acc GBX 50,000 10,000 0.00 0.20 - 0.460
Schroder US Alpha Plus A Acc GBX 1,000 500 0.00 1.50 1.80 1.690
Schroder US Alpha Plus A Inc GBX 1,000 500 0.00 1.50 1.80 1.690
Schroder US Alpha Plus Z Acc GBX 1,000,000 100,000 0.00 0.75 1.05 0.940
Schroder US Alpha Plus Z Inc GBX 1,000,000 100,000 0.00 0.75 1.05 0.940
Schroder US Eq Inc Maximiser L Acc GBX 0 0 0.00 0.30 - 0.390
Schroder US Eq Inc Maximiser L Inc GBX 0 0 0.00 0.30 - 0.390
Schroder US Eq Inc Maximiser LH Acc GBX 0 0 0.00 0.30 - 0.490
Schroder US Eq Inc Maximiser LH Inc GBX 0 0 0.00 0.30 - 0.500
Schroder US Eq Inc Maximiser Q Acc GBX 0 0 0.00 0.15 - 0.240
Schroder US Eq Inc Maximiser Q Inc GBX 0 0 0.00 0.15 - 0.240
Schroder US Eq Inc Maximiser QH Inc GBX 0 0 0.00 0.15 - 0.320
Schroder US Eq Inc Maximiser Z Acc GBX 1,000,000 100,000 0.00 0.40 - 0.490
Schroder US Eq Inc Maximiser Z Inc GBX 1,000,000 100,000 0.00 0.40 - 0.490
Schroder US Mid Cap A Acc GBX 1,000 500 0.00 1.50 - 1.660
Schroder US Mid Cap A Inc GBX 1,000 500 0.00 1.50 - 1.660
Schroder US Mid Cap L Acc GBX 0 0 0.00 0.68 - 0.830
Schroder US Mid Cap L Inc GBX 0 0 0.00 0.68 - 0.830
Schroder US Mid Cap S Inc GBX 0 0 0.00 0.38 - 0.530
Schroder US Mid Cap Z Acc GBX 1,000,000 100,000 0.00 0.75 - 0.910
Schroder US Mid Cap Z Inc GBX 1,000,000 100,000 0.00 0.75 - 0.910
Schroder US Smaller Companies A Acc GBX 1,000 500 0.00 1.50 - 1.660
Schroder US Smaller Companies A Inc GBX 1,000 500 0.00 1.50 - 1.660
Schroder US Smaller Companies S Acc GBX 0 0 0.00 0.38 - 0.540
Schroder US Smaller Companies S Inc GBX 0 0 0.00 0.38 - 0.540
Schroder US Smaller Companies Z Acc GBX 1,000,000 100,000 0.00 0.75 - 0.910
Schroder US Smaller Companies Z Inc GBX 1,000,000 100,000 0.00 0.75 - 0.910
Schroders PW Adventurous Pf Q Acc GBX 0 0 0.00 - - 0.650
Schroders PW Adventurous Pf X Acc GBX 0 0 0.00 - - 0.300
Schroders PW Advntr Sltn A Acc GBX 1,000 100 5.00 1.65 - 1.330
Schroders PW Advntr Sltn G Acc GBX 1,000 100 0.00 1.15 - 1.330
Schroders PW Asst Alctr A Acc GBX 100,000 1,000 0.00 1.50 2.05 1.850
Schroders PW Asst Alctr P Inc GBX 5,000,000 10,000 0.00 0.20 1.10 0.550
Schroders PW Asst Alctr Q Inc GBX 5,000,000 1,000,000 0.00 0.20 1.10 1.100
Schroders PW Bal Sltn A Acc GBX 1,000 100 5.00 1.65 - 1.380
Schroders PW Bal Sltn G Acc GBX 1,000 100 0.00 1.15 - 1.380
Schroders PW Bal Sltn X Acc GBX 1,000,000 500,000 0.00 0.00 - 0.230
Schroders PW Balanced Pf Q Acc GBX 0 0 0.00 - - 0.650
Schroders PW Balanced Pf X Acc GBX 0 0 0.00 - - 0.300
Schroders PW Caut Sltn A Acc GBX 1,000 100 3.50 1.35 - 1.120
Schroders PW Caut Sltn A Inc GBX 1,000 100 3.50 1.35 - 1.120
Schroders PW Caut Sltn G Acc GBX 1,000 100 0.00 0.85 - 1.120
Schroders PW Caut Sltn G Inc GBX 1,000 100 0.00 0.85 - 1.120
Schroders PW Cautious Pf Q Acc GBX 0 0 0.00 - - 0.650
Schroders PW Cautious Pf X Acc GBX 0 0 0.00 - - 0.300
Schroders PW Def Sltn A Acc GBX 1,000 100 3.50 1.35 - 1.120
Schroders PW Def Sltn A Inc GBX 1,000 100 3.50 1.35 - 1.120
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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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