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 (%)
Schroders PW MMUKEqInc P Inc UK Equity Income 2 -8.51 3.10
Schroders PW MMUKEqInc Q Inc UK Equity Income 2 -8.45 3.10
Schroders PW MMUKEqInc X Acc UK Equity Income 2 -8.30 3.10
Schroders PW Progressive Pf Q Acc Flexible Investment 0.00 2.30
Schroders PW Progressive Pf X Acc Flexible Investment 0.00 2.60
Schroders PW Stgc Sltn A Acc Mixed Investment 40-85% Shares 1 -1.61 1.20
Schroders PW Stgc Sltn G Acc Mixed Investment 40-85% Shares 1 -1.40 1.50
Scot Wid Advn Gth D Acc Mixed Investment 40-85% Shares 1 -3.34 1.30
Scot Wid Advn Gth E Acc Mixed Investment 40-85% Shares 1 -3.07 1.50
Scot Wid Advn Gth F Acc Mixed Investment 40-85% Shares 1 -2.84 1.80
Scot Wid Advn Gth P Mixed Investment 40-85% Shares 1 -2.89 1.90
Scot Wid Advn Gth Q Mixed Investment 40-85% Shares 1 -2.61 2.00
Scot Wid Advn Gth R Mixed Investment 40-85% Shares 1 -2.33 2.30
Scot Wid Advn Sol A Acc Mixed Investment 40-85% Shares 3 0.00 1.20
Scot Wid Advn Sol G Acc Mixed Investment 40-85% Shares 3 0.00 2.60
Scot Wid Amr Gth A Acc North America 1 10.59 0.40
Scot Wid Amr Gth B North America 1 10.85 0.60
Scot Wid Amr Gth P North America 1 11.16 0.80
Scot Wid Asia Pacf exJpn Eq X Asia Pacific Excluding Japan 1 1.84 3.60
Scot Wid Bal Gth D Acc Mixed Investment 40-85% Shares 1 -2.03 1.20
Scot Wid Bal Gth E Acc Mixed Investment 40-85% Shares 1 -1.82 1.40
Scot Wid Bal Gth F Acc Mixed Investment 40-85% Shares 1 -1.62 1.60
Scot Wid Bal Gth P Mixed Investment 40-85% Shares 1 -1.59 1.60
Scot Wid Bal Gth Pfl A Acc Mixed Investment 20-60% Shares 2 0.50 1.90
Scot Wid Bal Gth Pfl G Mixed Investment 20-60% Shares 2 1.10 2.50
Scot Wid Bal Gth Pfl P Mixed Investment 20-60% Shares 2 0.98 2.30
Scot Wid Bal Gth Pfl T Mixed Investment 20-60% Shares 2 1.81 3.10
Scot Wid Bal Gth Q Mixed Investment 40-85% Shares 1 -1.40 1.80
Scot Wid Bal Gth R Mixed Investment 40-85% Shares 1 -1.22 2.00
Scot Wid Bal Pfl A Acc Mixed Investment 20-60% Shares 4 4.03 0.60
Scot Wid Bal Pfl P Mixed Investment 20-60% Shares 4 4.49 1.00
Scot Wid Bal Sol A Acc Mixed Investment 40-85% Shares 2 0.00 1.30
Scot Wid Bal Sol G Acc Mixed Investment 40-85% Shares 2 0.00 1.70
Scot Wid Capital Protected 10 Protected 2.39 0.00
Scot Wid Capital Protected 12 Protected 0.00 0.00
Scot Wid Capital Protected 13 Protected -2.49 0.00
Scot Wid Capital Protected 15 Protected -0.54 0.00
Scot Wid Capital Protected 17 Protected 12.58 0.00
Scot Wid Capital Protected 18 Protected 8.29 0.00
Scot Wid Capital Protected 19 Protected 10.18 0.00
Scot Wid Capital Protected 20 Protected 6.00 0.00
Scot Wid Capital Protected 21 Protected 5.42 0.00
Scot Wid Capital Protected 7 Protected 5.19 0.00
Scot Wid Capital Protected 8 Protected 6.01 0.00
Scot Wid Capital Protected 9 Acc Protected 5.05 0.00
Scot Wid Cash A Acc Short Term Money Market 1 -0.34 0.00
Scot Wid Cash A Inc Short Term Money Market 1 -0.32 0.00
Scot Wid Caut Gth D Acc Mixed Investment 20-60% Shares 2 1.25 0.40
Scot Wid Caut Gth E Acc Mixed Investment 20-60% Shares 2 1.49 0.60
Scot Wid Caut Gth F Acc Mixed Investment 20-60% Shares 2 1.77 0.90
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Schroders PW MMUKEqInc P Inc -0.22 -2.31 -1.66 21.94 14.27 29/01/2021
Schroders PW MMUKEqInc Q Inc -0.22 -2.37 -1.65 21.98 14.27 29/01/2021
Schroders PW MMUKEqInc X Acc -0.22 -2.30 -1.58 22.30 14.61 29/01/2021
Schroders PW Progressive Pf Q Acc -1.01 -1.74 0.47 9.78 8.52 29/01/2021
Schroders PW Progressive Pf X Acc -1.10 -1.82 0.47 9.81 8.62 29/01/2021
Schroders PW Stgc Sltn A Acc -1.15 -2.32 0.32 9.48 7.92 29/01/2021
Schroders PW Stgc Sltn G Acc -1.15 -2.33 0.32 9.52 8.00 29/01/2021
Scot Wid Advn Gth D Acc -0.67 -3.00 0.36 14.12 10.35 29/01/2021
Scot Wid Advn Gth E Acc -0.65 -2.97 0.40 14.22 10.54 29/01/2021
Scot Wid Advn Gth F Acc -0.68 -3.03 0.39 14.27 10.63 29/01/2021
Scot Wid Advn Gth P -0.72 -3.06 0.36 14.25 10.57 29/01/2021
Scot Wid Advn Gth Q -0.71 -3.03 0.45 14.31 10.78 29/01/2021
Scot Wid Advn Gth R -0.70 -3.00 0.44 14.38 10.88 29/01/2021
Scot Wid Advn Sol A Acc - - - - - 13/09/2019
Scot Wid Advn Sol G Acc - - - - - 13/09/2019
Scot Wid Amr Gth A Acc 0.24 -1.63 0.76 10.13 11.12 29/01/2021
Scot Wid Amr Gth B 0.22 -1.61 0.80 10.20 11.29 29/01/2021
Scot Wid Amr Gth P 0.28 -1.57 0.84 10.31 11.42 29/01/2021
Scot Wid Asia Pacf exJpn Eq X -0.77 -3.91 -0.70 13.55 12.24 29/01/2021
Scot Wid Bal Gth D Acc -0.59 -2.09 -0.53 8.97 6.83 29/01/2021
Scot Wid Bal Gth E Acc -0.58 -2.04 -0.52 9.03 6.94 29/01/2021
Scot Wid Bal Gth F Acc -0.56 -2.05 -0.51 9.09 7.04 29/01/2021
Scot Wid Bal Gth P -0.54 -2.02 -0.54 9.11 7.01 29/01/2021
Scot Wid Bal Gth Pfl A Acc -0.36 -1.79 -0.18 8.97 6.85 29/01/2021
Scot Wid Bal Gth Pfl G -0.33 -1.73 -0.17 9.14 7.18 29/01/2021
Scot Wid Bal Gth Pfl P -0.35 -1.73 -0.09 9.15 7.19 29/01/2021
Scot Wid Bal Gth Pfl T -0.36 -1.71 -0.05 9.40 7.62 29/01/2021
Scot Wid Bal Gth Q -0.62 -2.09 -0.53 9.14 7.16 29/01/2021
Scot Wid Bal Gth R -0.61 -2.08 -0.44 9.16 7.20 29/01/2021
Scot Wid Bal Pfl A Acc -0.26 -1.48 -0.13 7.58 6.57 29/01/2021
Scot Wid Bal Pfl P -0.25 -1.50 -0.08 7.72 6.85 29/01/2021
Scot Wid Bal Sol A Acc - - - - - 13/09/2019
Scot Wid Bal Sol G Acc - - - - - 13/09/2019
Scot Wid Capital Protected 10 -0.06 - - -0.06 0.99 07/08/2015
Scot Wid Capital Protected 12 0.00 - - - 0.94 30/11/2015
Scot Wid Capital Protected 13 0.00 - - 0.00 0.81 16/03/2016
Scot Wid Capital Protected 15 0.00 0.00 0.00 0.76 4.34 20/07/2016
Scot Wid Capital Protected 17 0.00 0.00 0.08 1.59 4.32 19/04/2017
Scot Wid Capital Protected 18 0.00 - 0.00 2.03 2.79 03/07/2017
Scot Wid Capital Protected 19 0.00 0.00 0.07 1.88 3.40 31/10/2017
Scot Wid Capital Protected 20 0.00 - 0.00 1.47 2.15 27/03/2018
Scot Wid Capital Protected 21 0.27 0.27 0.27 1.65 1.37 23/07/2018
Scot Wid Capital Protected 7 2.53 0.00 2.53 4.60 4.46 03/11/2014
Scot Wid Capital Protected 8 0.00 0.00 0.00 1.38 1.50 02/02/2015
Scot Wid Capital Protected 9 Acc 0.00 0.00 0.00 1.76 2.40 01/04/2015
Scot Wid Cash A Acc 0.00 0.00 -0.06 -0.17 -0.28 29/01/2021
Scot Wid Cash A Inc 0.00 -0.01 -0.05 -0.14 -0.27 29/01/2021
Scot Wid Caut Gth D Acc -0.32 -0.78 -0.65 4.42 3.79 29/01/2021
Scot Wid Caut Gth E Acc -0.32 -0.82 -0.70 4.45 3.90 29/01/2021
Scot Wid Caut Gth F Acc -0.31 -0.80 -0.62 4.55 4.01 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroders PW MMUKEqInc P Inc 2 -8.51 13.46 -6.88 11.51 15.89
Schroders PW MMUKEqInc Q Inc 2 -8.45 13.64 -6.78 11.56 16.03
Schroders PW MMUKEqInc X Acc 2 -8.30 13.75 -6.69 11.74 16.10
Schroders PW Progressive Pf Q Acc - - - - -
Schroders PW Progressive Pf X Acc - - - - -
Schroders PW Stgc Sltn A Acc 1 -1.61 9.25 -4.71 7.50 16.85
Schroders PW Stgc Sltn G Acc 1 -1.40 9.68 -4.33 7.99 17.30
Scot Wid Advn Gth D Acc 1 -3.34 11.19 -8.00 12.18 28.41
Scot Wid Advn Gth E Acc 1 -3.07 11.44 -7.75 12.43 28.75
Scot Wid Advn Gth F Acc 1 -2.84 11.70 -7.54 12.75 29.15
Scot Wid Advn Gth P 1 -2.89 11.74 -7.51 - -
Scot Wid Advn Gth Q 1 -2.61 11.98 -7.31 - -
Scot Wid Advn Gth R 1 -2.33 12.21 -7.03 - -
Scot Wid Advn Sol A Acc 3 - -7.74 9.72 25.42 -3.73
Scot Wid Advn Sol G Acc 3 - -7.32 10.26 25.83 -3.30
Scot Wid Amr Gth A Acc 1 10.59 19.86 -0.44 11.13 39.75
Scot Wid Amr Gth B 1 10.85 20.14 -0.23 11.35 39.49
Scot Wid Amr Gth P 1 11.16 20.50 0.00 - -
Scot Wid Asia Pacf exJpn Eq X 1 1.84 12.99 -2.18 9.98 42.96
Scot Wid Bal Gth D Acc 1 -2.03 9.04 -3.89 8.15 15.14
Scot Wid Bal Gth E Acc 1 -1.82 9.26 -3.65 8.37 15.34
Scot Wid Bal Gth F Acc 1 -1.62 9.53 -3.54 8.57 15.61
Scot Wid Bal Gth P 1 -1.59 9.48 -3.45 - -
Scot Wid Bal Gth Pfl A Acc 2 0.50 9.95 -4.65 7.25 18.80
Scot Wid Bal Gth Pfl G 2 1.10 10.58 -4.13 7.84 -
Scot Wid Bal Gth Pfl P 2 0.98 10.43 -4.24 - -
Scot Wid Bal Gth Pfl T 2 1.81 11.28 -3.54 8.50 18.94
Scot Wid Bal Gth Q 1 -1.40 9.73 -3.35 - -
Scot Wid Bal Gth R 1 -1.22 9.98 -3.16 - -
Scot Wid Bal Pfl A Acc 4 4.03 11.67 -4.26 6.58 15.71
Scot Wid Bal Pfl P 4 4.49 12.15 -3.89 - -
Scot Wid Bal Sol A Acc 2 - -4.99 6.30 14.57 -2.42
Scot Wid Bal Sol G Acc 2 - -4.61 6.70 15.08 -2.02
Scot Wid Capital Protected 10 2.39 5.22 11.57 13.18 6.29
Scot Wid Capital Protected 12 0.00 5.82 11.58 11.42 5.23
Scot Wid Capital Protected 13 -2.49 11.06 5.21 20.04 2.64
Scot Wid Capital Protected 15 -0.54 6.88 6.56 16.44 6.00
Scot Wid Capital Protected 17 12.58 -5.64 7.59 2.47 18.46
Scot Wid Capital Protected 18 8.29 0.26 3.03 1.26 11.21
Scot Wid Capital Protected 19 10.18 8.78 1.41 0.33 9.51
Scot Wid Capital Protected 20 6.00 14.52 -4.38 8.79 1.02
Scot Wid Capital Protected 21 5.42 15.00 4.36 5.70 3.66
Scot Wid Capital Protected 7 5.19 16.22 5.41 -2.18 14.20
Scot Wid Capital Protected 8 6.01 7.69 14.34 1.33 13.58
Scot Wid Capital Protected 9 Acc 5.05 9.23 16.59 4.53 8.47
Scot Wid Cash A Acc 1 -0.34 0.17 0.06 -0.28 -0.11
Scot Wid Cash A Inc 1 -0.32 0.20 0.06 -0.30 -0.10
Scot Wid Caut Gth D Acc 2 1.25 7.98 -2.57 6.66 8.17
Scot Wid Caut Gth E Acc 2 1.49 8.18 -2.25 6.94 8.31
Scot Wid Caut Gth F Acc 2 1.77 8.44 -2.02 7.21 8.61
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Schroders PW MMUKEqInc P Inc GBX 5,000,000 10,000 0.00 0.20 0.96 0.660
Schroders PW MMUKEqInc Q Inc GBX 5,000,000 10,000 0.00 0.20 0.96 0.560
Schroders PW MMUKEqInc X Acc GBX 5,000,000 10,000 0.00 0.00 0.59 0.460
Schroders PW Progressive Pf Q Acc GBX 0 0 0.00 - - 0.650
Schroders PW Progressive Pf X Acc GBX 0 0 0.00 - - 0.300
Schroders PW Stgc Sltn A Acc GBX 1,000 100 5.00 1.65 - 1.370
Schroders PW Stgc Sltn G Acc GBX 1,000 100 0.00 1.15 - 1.370
Scot Wid Advn Gth D Acc GBX 0 0 2.00 1.50 1.82 1.800
Scot Wid Advn Gth E Acc GBX 0 0 2.00 1.25 1.57 1.550
Scot Wid Advn Gth F Acc GBX 0 0 2.00 1.00 1.31 1.300
Scot Wid Advn Gth P GBX 0 0 0.00 1.00 - 1.300
Scot Wid Advn Gth Q GBX 0 0 0.00 0.75 - 1.050
Scot Wid Advn Gth R GBX 0 0 0.00 0.50 - 0.810
Scot Wid Advn Sol A Acc GBX 1,000 100 5.00 1.65 1.79 1.820
Scot Wid Advn Sol G Acc GBX 1,000 100 0.00 1.15 - 1.320
Scot Wid Amr Gth A Acc GBX 1,000 100 5.00 1.35 1.63 1.470
Scot Wid Amr Gth B GBX 0 0 5.00 1.25 1.25 1.250
Scot Wid Amr Gth P GBX 0 0 0.00 0.85 - 0.970
Scot Wid Asia Pacf exJpn Eq X GBX 1,000,000 500,000 7.00 0.00 - 0.050
Scot Wid Bal Gth D Acc GBX 0 0 2.00 1.50 1.72 1.780
Scot Wid Bal Gth E Acc GBX 0 0 2.00 1.25 1.47 1.530
Scot Wid Bal Gth F Acc GBX 0 0 2.00 1.00 1.22 1.280
Scot Wid Bal Gth P GBX 0 0 0.00 1.00 - 1.280
Scot Wid Bal Gth Pfl A Acc GBX 1,000 100 5.00 1.50 1.64 1.610
Scot Wid Bal Gth Pfl G GBX 0 0 0.00 0.85 - 0.960
Scot Wid Bal Gth Pfl P GBX 0 0 0.00 1.00 - 1.110
Scot Wid Bal Gth Pfl T GBX 0 0 0.00 0.15 1.50 0.150
Scot Wid Bal Gth Q GBX 0 0 0.00 0.75 - 1.030
Scot Wid Bal Gth R GBX 0 0 0.00 0.50 - 0.780
Scot Wid Bal Pfl A Acc GBX 1,000 100 5.00 2.00 2.00 2.000
Scot Wid Bal Pfl P GBX 0 0 0.00 1.50 - 1.500
Scot Wid Bal Sol A Acc GBX 1,000 100 5.00 1.65 1.85 1.870
Scot Wid Bal Sol G Acc GBX 1,000 100 0.00 1.15 - 1.370
Scot Wid Capital Protected 10 GBX 3,000 100 7.70 0.00 - -
Scot Wid Capital Protected 12 GBX 3,000 100 7.70 0.00 - -
Scot Wid Capital Protected 13 GBX 3,000 100 7.39 0.00 - -
Scot Wid Capital Protected 15 GBX 3,000 100 7.61 0.00 - -
Scot Wid Capital Protected 17 GBX 0 250 7.26 0.00 - -
Scot Wid Capital Protected 18 GBX 0 250 7.57 0.00 - -
Scot Wid Capital Protected 19 GBX 0 250 7.99 0.00 - -
Scot Wid Capital Protected 20 GBX 0 250 7.81 0.00 - -
Scot Wid Capital Protected 21 GBX 0 250 7.85 0.00 - -
Scot Wid Capital Protected 7 GBX 3,000 100 5.00 0.57 0.57 -
Scot Wid Capital Protected 8 GBX 3,000 100 7.97 0.00 - -
Scot Wid Capital Protected 9 Acc GBX 3,000 100 7.43 0.00 - -
Scot Wid Cash A Acc GBX 100,000 100 0.00 0.50 0.61 0.620
Scot Wid Cash A Inc GBX 100,000 100 0.00 0.50 0.61 0.620
Scot Wid Caut Gth D Acc GBX 0 0 2.00 1.50 1.75 1.770
Scot Wid Caut Gth E Acc GBX 0 0 2.00 1.25 1.49 1.520
Scot Wid Caut Gth F Acc GBX 0 0 2.00 1.00 1.24 1.270
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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