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 (%)
Scot Wid Caut Gth P Mixed Investment 20-60% Shares 2 1.78 0.90
Scot Wid Caut Gth Q Mixed Investment 20-60% Shares 2 2.03 1.10
Scot Wid Caut Gth R Mixed Investment 20-60% Shares 2 2.28 1.40
Scot Wid Caut Pfl A Acc Mixed Investment 0-35% Shares 4 4.30 0.80
Scot Wid Caut Pfl A Inc Mixed Investment 0-35% Shares 4 4.27 0.80
Scot Wid Caut Pfl P Acc Mixed Investment 0-35% Shares 4 4.85 1.30
Scot Wid Caut Pfl P Inc Mixed Investment 0-35% Shares 4 4.83 1.30
Scot Wid Caut Sol A Acc Mixed Investment 20-60% Shares 2 0.00 1.70
Scot Wid Caut Sol G Acc Mixed Investment 20-60% Shares 2 0.00 2.20
Scot Wid Corp Bd A Acc Sterling Corporate Bond 2 4.12 1.70
Scot Wid Corp Bd G Acc Sterling Corporate Bond 2 4.35 1.80
Scot Wid Corporate Bond 1 W Sterling Corporate Bond 3 5.39 2.40
Scot Wid Corporate Bond PPF W Unclassified 6.63 2.50
Scot Wid Corporate Bond Tracker W Unclassified 4.11 2.30
Scot Wid Defensive Solution A Acc Mixed Investment 20-60% Shares 2 0.00 1.50
Scot Wid Defensive Solution G Acc Mixed Investment 20-60% Shares 2 0.00 2.00
Scot Wid Disc Sol A Acc Mixed Investment 40-85% Shares 2 0.00 1.50
Scot Wid Disc Sol G Acc Mixed Investment 40-85% Shares 2 0.00 1.90
Scot Wid Divfd Portfolio Flexible Investment 2 -0.17 0.60
Scot Wid Divfd Portfolio P Flexible Investment 2 0.27 1.10
Scot Wid Dyn Inc Prtf A Acc Flexible Investment 2 0.32 1.40
Scot Wid Dyn Inc Prtf A Inc Flexible Investment 2 0.36 1.40
Scot Wid Dyn Inc Prtf B Acc Flexible Investment 2 0.36 1.40
Scot Wid Dyn Inc Prtf B Inc Flexible Investment 2 0.28 1.40
Scot Wid Dyn Inc Prtf P Acc Flexible Investment 2 0.80 1.90
Scot Wid Dyn Inc Prtf P Inc Flexible Investment 2 0.83 1.90
Scot Wid Dyn Sol A Acc Mixed Investment 40-85% Shares 3 0.00 1.40
Scot Wid Dyn Sol G Acc Mixed Investment 40-85% Shares 3 0.00 1.80
Scot Wid Emg Mkts A Acc Global Emerging Markets 2 15.42 1.70
Scot Wid Emg Mkts P Acc Global Emerging Markets 2 15.98 2.30
Scot Wid Environmental Inv A Acc UK All Companies 5 3.79 1.10
Scot Wid Environmental Inv G Acc UK All Companies 5 3.81 1.10
Scot Wid Environmental Inv P Acc UK All Companies 5 4.37 1.60
Scot Wid Environmental Inv X UK All Companies 5 5.40 2.50
Scot Wid Ethical A Acc UK All Companies 4 -6.85 1.00
Scot Wid Ethical B UK All Companies 4 -6.60 1.30
Scot Wid Ethical G Acc UK All Companies 4 -6.84 1.00
Scot Wid Ethical P Acc UK All Companies 4 -6.40 1.50
Scot Wid Ethical X UK All Companies 4 -5.46 2.60
Scot Wid European ex UK Eq X Europe Excluding UK 3 6.38 1.70
Scot Wid European Growth A Acc Europe Excluding UK 2 3.98 0.80
Scot Wid European Growth B Acc Europe Excluding UK 2 4.22 1.00
Scot Wid European Growth P Acc Europe Excluding UK 2 4.51 1.20
Scot Wid European Growth X Acc Europe Excluding UK 2 5.41 2.00
Scot Wid Eurpen Sel Gth A Acc Europe Excluding UK 3 6.10 0.40
Scot Wid Eurpen Sel Gth P Acc Europe Excluding UK 3 6.57 0.80
Scot Wid Fdmtl Index Emg Mkt Eq X Global Emerging Markets -1.41 4.00
Scot Wid Fdmtl Index Global Equ X Global Equity Income 2.66 2.70
Scot Wid Fdmtl Index UK Equity X UK Equity Income -13.83 5.00
Scot Wid FndmtlLoVolIdxUKEq X UK Equity Income 3 -5.13 3.50
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Scot Wid Caut Gth P -0.26 -0.78 -0.61 4.57 4.10 29/01/2021
Scot Wid Caut Gth Q -0.26 -0.77 -0.60 4.62 4.15 29/01/2021
Scot Wid Caut Gth R -0.34 -0.85 -0.60 4.67 4.30 29/01/2021
Scot Wid Caut Pfl A Acc -0.19 -0.43 -0.34 2.49 1.98 29/01/2021
Scot Wid Caut Pfl A Inc -0.20 -0.46 -0.33 2.51 2.00 29/01/2021
Scot Wid Caut Pfl P Acc -0.17 -0.43 -0.26 2.64 2.28 29/01/2021
Scot Wid Caut Pfl P Inc -0.18 -0.45 -0.27 2.66 2.21 29/01/2021
Scot Wid Caut Sol A Acc - - - - - 13/09/2019
Scot Wid Caut Sol G Acc - - - - - 13/09/2019
Scot Wid Corp Bd A Acc 0.00 - - -0.28 4.03 02/10/2020
Scot Wid Corp Bd G Acc 0.00 - - -0.22 4.11 02/10/2020
Scot Wid Corporate Bond 1 W -0.15 0.31 -0.30 2.11 2.59 29/01/2021
Scot Wid Corporate Bond PPF W -0.51 0.34 -2.00 2.55 0.45 29/01/2021
Scot Wid Corporate Bond Tracker W -0.96 0.14 -0.55 1.76 2.26 29/01/2021
Scot Wid Defensive Solution A Acc - - - - - 13/09/2019
Scot Wid Defensive Solution G Acc - - - - - 13/09/2019
Scot Wid Disc Sol A Acc - - - - - 13/09/2019
Scot Wid Disc Sol G Acc - - - - - 13/09/2019
Scot Wid Divfd Portfolio -0.39 -1.22 0.51 5.88 5.00 29/01/2021
Scot Wid Divfd Portfolio P -0.45 -1.26 0.55 5.97 5.16 29/01/2021
Scot Wid Dyn Inc Prtf A Acc -0.20 -1.02 -0.28 6.56 4.88 29/01/2021
Scot Wid Dyn Inc Prtf A Inc -0.26 -1.05 -0.35 6.52 4.81 29/01/2021
Scot Wid Dyn Inc Prtf B Acc -0.20 -1.02 -0.28 6.58 4.90 29/01/2021
Scot Wid Dyn Inc Prtf B Inc -0.26 -1.05 -0.35 6.52 4.81 29/01/2021
Scot Wid Dyn Inc Prtf P Acc -0.27 -1.05 -0.27 6.61 5.12 29/01/2021
Scot Wid Dyn Inc Prtf P Inc -0.19 -1.05 -0.29 6.66 5.10 29/01/2021
Scot Wid Dyn Sol A Acc - - - - - 13/09/2019
Scot Wid Dyn Sol G Acc - - - - - 13/09/2019
Scot Wid Emg Mkts A Acc -1.13 -3.97 5.40 13.33 15.04 29/01/2021
Scot Wid Emg Mkts P Acc -1.15 -3.97 5.43 13.50 15.30 29/01/2021
Scot Wid Environmental Inv A Acc -1.25 -2.36 -1.01 9.51 8.47 29/01/2021
Scot Wid Environmental Inv G Acc -1.26 -2.34 -1.02 9.48 8.49 29/01/2021
Scot Wid Environmental Inv P Acc -1.19 -2.36 -0.91 9.66 8.73 29/01/2021
Scot Wid Environmental Inv X -1.19 -2.34 -0.85 9.98 9.28 29/01/2021
Scot Wid Ethical A Acc -0.18 -1.11 0.96 16.91 11.87 29/01/2021
Scot Wid Ethical B -0.23 -1.17 0.97 16.93 12.04 29/01/2021
Scot Wid Ethical G Acc -0.17 -1.13 0.93 16.89 11.87 29/01/2021
Scot Wid Ethical P Acc -0.24 -1.19 0.89 16.93 12.08 29/01/2021
Scot Wid Ethical X -0.27 -1.16 1.00 17.25 12.72 29/01/2021
Scot Wid European ex UK Eq X -0.05 -2.38 -1.98 14.81 7.05 29/01/2021
Scot Wid European Growth A Acc -0.04 -2.24 -2.00 14.09 5.94 29/01/2021
Scot Wid European Growth B Acc -0.06 -2.23 -1.98 14.15 6.07 29/01/2021
Scot Wid European Growth P Acc 0.00 -2.22 -1.92 14.25 6.25 29/01/2021
Scot Wid European Growth X Acc -0.05 -2.20 -1.88 14.48 6.67 29/01/2021
Scot Wid Eurpen Sel Gth A Acc 0.35 -2.45 -0.69 16.22 5.47 29/01/2021
Scot Wid Eurpen Sel Gth P Acc 0.27 -2.51 -0.67 16.31 5.66 29/01/2021
Scot Wid Fdmtl Index Emg Mkt Eq X -0.85 -4.18 1.82 16.09 11.47 29/01/2021
Scot Wid Fdmtl Index Global Equ X 0.05 -2.89 0.14 17.56 13.83 29/01/2021
Scot Wid Fdmtl Index UK Equity X -0.37 -3.55 0.45 25.99 12.97 29/01/2021
Scot Wid FndmtlLoVolIdxUKEq X -0.44 -2.51 -1.74 16.63 17.10 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Scot Wid Caut Gth P 2 1.78 8.50 -1.99 - -
Scot Wid Caut Gth Q 2 2.03 8.75 -1.79 - -
Scot Wid Caut Gth R 2 2.28 9.00 -1.51 - -
Scot Wid Caut Pfl A Acc 4 4.30 8.93 -1.73 3.53 6.25
Scot Wid Caut Pfl A Inc 4 4.27 8.95 -1.74 3.51 6.33
Scot Wid Caut Pfl P Acc 4 4.85 9.43 -1.26 - -
Scot Wid Caut Pfl P Inc 4 4.83 9.45 -1.24 - -
Scot Wid Caut Sol A Acc 2 - -3.18 4.29 7.19 -1.24
Scot Wid Caut Sol G Acc 2 - -2.77 4.81 7.69 -0.89
Scot Wid Corp Bd A Acc 2 4.12 8.89 -2.15 4.42 10.11
Scot Wid Corp Bd G Acc 2 4.35 8.99 -2.00 4.61 10.05
Scot Wid Corporate Bond 1 W 3 5.39 11.89 -1.07 4.76 6.46
Scot Wid Corporate Bond PPF W 6.63 18.94 -1.20 8.79 13.08
Scot Wid Corporate Bond Tracker W 4.11 10.86 0.64 4.80 8.01
Scot Wid Defensive Solution A Acc 2 - -3.02 3.96 5.77 -0.78
Scot Wid Defensive Solution G Acc 2 - -2.54 4.54 6.19 -0.45
Scot Wid Disc Sol A Acc 2 - -4.24 5.22 11.11 -1.74
Scot Wid Disc Sol G Acc 2 - -3.84 5.69 11.48 -1.37
Scot Wid Divfd Portfolio 2 -0.17 7.33 -3.31 6.23 13.91
Scot Wid Divfd Portfolio P 2 0.27 7.87 -2.87 - -
Scot Wid Dyn Inc Prtf A Acc 2 0.32 9.23 -3.61 6.57 13.45
Scot Wid Dyn Inc Prtf A Inc 2 0.36 9.18 -3.64 6.55 13.49
Scot Wid Dyn Inc Prtf B Acc 2 0.36 9.20 -3.60 6.60 13.40
Scot Wid Dyn Inc Prtf B Inc 2 0.28 9.28 -3.64 6.55 13.47
Scot Wid Dyn Inc Prtf P Acc 2 0.80 9.80 -3.13 - -
Scot Wid Dyn Inc Prtf P Inc 2 0.83 9.76 -3.08 - -
Scot Wid Dyn Sol A Acc 3 - -6.55 9.11 22.20 -3.20
Scot Wid Dyn Sol G Acc 3 - -6.19 9.54 22.75 -2.80
Scot Wid Emg Mkts A Acc 2 15.42 9.70 -12.41 27.02 46.66
Scot Wid Emg Mkts P Acc 2 15.98 10.30 -12.00 - -
Scot Wid Environmental Inv A Acc 5 3.79 22.29 -1.17 14.12 14.87
Scot Wid Environmental Inv G Acc 5 3.81 22.28 -1.17 14.15 14.79
Scot Wid Environmental Inv P Acc 5 4.37 22.86 -0.63 - -
Scot Wid Environmental Inv X 5 5.40 24.09 0.33 15.85 16.60
Scot Wid Ethical A Acc 4 -6.85 20.33 -3.53 15.99 17.36
Scot Wid Ethical B 4 -6.60 20.57 -3.27 16.26 17.71
Scot Wid Ethical G Acc 4 -6.84 20.31 -3.53 15.96 17.38
Scot Wid Ethical P Acc 4 -6.40 20.95 -3.09 - -
Scot Wid Ethical X 4 -5.46 22.15 -2.14 17.78 19.18
Scot Wid European ex UK Eq X 3 6.38 19.02 -9.71 17.55 28.39
Scot Wid European Growth A Acc 2 3.98 15.66 -11.35 18.18 29.15
Scot Wid European Growth B Acc 2 4.22 15.91 -11.15 18.45 28.84
Scot Wid European Growth P Acc 2 4.51 16.19 -10.87 - -
Scot Wid European Growth X Acc 2 5.41 17.22 - - -
Scot Wid Eurpen Sel Gth A Acc 3 6.10 22.06 -3.46 17.72 27.48
Scot Wid Eurpen Sel Gth P Acc 3 6.57 22.67 -2.92 - -
Scot Wid Fdmtl Index Emg Mkt Eq X -1.41 7.25 -7.02 17.88 77.73
Scot Wid Fdmtl Index Global Equ X 2.66 16.35 -5.73 11.12 42.47
Scot Wid Fdmtl Index UK Equity X -13.83 11.70 -8.58 12.06 36.14
Scot Wid FndmtlLoVolIdxUKEq X 3 -5.13 13.56 -4.03 5.92 -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Scot Wid Caut Gth P GBX 0 0 0.00 1.00 - 1.270
Scot Wid Caut Gth Q GBX 0 0 0.00 0.75 - 1.020
Scot Wid Caut Gth R GBX 0 0 0.00 0.50 - 0.770
Scot Wid Caut Pfl A Acc GBX 1,000 100 3.50 1.50 1.50 1.500
Scot Wid Caut Pfl A Inc GBX 1,000 100 3.50 1.50 1.50 1.500
Scot Wid Caut Pfl P Acc GBX 0 0 0.00 1.00 - 1.000
Scot Wid Caut Pfl P Inc GBX 0 0 0.00 1.00 - 1.000
Scot Wid Caut Sol A Acc GBX 1,000 100 3.50 1.35 1.57 1.600
Scot Wid Caut Sol G Acc GBX 1,000 100 0.00 0.85 - 1.100
Scot Wid Corp Bd A Acc GBX 1,000 100 3.50 1.00 1.12 1.120
Scot Wid Corp Bd G Acc GBX 1,000 100 0.00 0.85 - 0.970
Scot Wid Corporate Bond 1 W GBX 0 0 0.00 0.00 - 0.020
Scot Wid Corporate Bond PPF W GBX 0 0 0.00 0.00 - 0.020
Scot Wid Corporate Bond Tracker W GBX 0 0 0.00 0.00 - 0.020
Scot Wid Defensive Solution A Acc GBX 1,000 100 3.50 1.35 1.58 1.620
Scot Wid Defensive Solution G Acc GBX 1,000 100 0.00 0.85 - 1.120
Scot Wid Disc Sol A Acc GBX 100,000 100 5.00 1.35 1.57 1.590
Scot Wid Disc Sol G Acc GBX 1,000 100 0.00 0.85 - 1.090
Scot Wid Divfd Portfolio GBX 10,000 5,000 4.50 1.50 1.86 2.040
Scot Wid Divfd Portfolio P GBX 0 5,000 0.00 1.00 - 1.540
Scot Wid Dyn Inc Prtf A Acc GBX 1,000 100 5.00 1.25 1.39 1.360
Scot Wid Dyn Inc Prtf A Inc GBX 1,000 100 5.00 1.25 1.42 1.360
Scot Wid Dyn Inc Prtf B Acc GBX 1,000 100 5.00 1.25 1.40 1.360
Scot Wid Dyn Inc Prtf B Inc GBX 1,000 100 5.00 1.25 1.40 1.360
Scot Wid Dyn Inc Prtf P Acc GBX 0 0 0.00 0.75 - 0.880
Scot Wid Dyn Inc Prtf P Inc GBX 0 0 0.00 0.75 - 0.880
Scot Wid Dyn Sol A Acc GBX 1,000 100 5.00 1.65 1.81 1.830
Scot Wid Dyn Sol G Acc GBX 1,000 100 0.00 1.15 - 1.330
Scot Wid Emg Mkts A Acc GBX 1,000 100 5.00 1.35 1.76 1.560
Scot Wid Emg Mkts P Acc GBX 0 0 0.00 0.85 - 1.060
Scot Wid Environmental Inv A Acc GBX 1,000 100 5.00 1.50 1.62 1.600
Scot Wid Environmental Inv G Acc GBX 1,000 100 0.00 1.50 - 1.600
Scot Wid Environmental Inv P Acc GBX 0 0 0.00 1.00 - 1.100
Scot Wid Environmental Inv X GBX 1,000,000 500,000 0.00 0.00 0.12 0.100
Scot Wid Ethical A Acc GBX 1,000 100 5.00 1.50 1.62 1.630
Scot Wid Ethical B GBX 100,000 0 5.00 1.25 1.37 1.380
Scot Wid Ethical G Acc GBX 1,000 100 0.00 1.50 - 1.630
Scot Wid Ethical P Acc GBX 0 100 0.00 1.00 - 1.130
Scot Wid Ethical X GBX 1,000,000 500,000 0.00 0.00 0.12 0.130
Scot Wid European ex UK Eq X GBX 1,000,000 500,000 7.00 0.00 - 0.030
Scot Wid European Growth A Acc GBX 1,000 100 5.00 1.35 1.63 1.480
Scot Wid European Growth B Acc GBX 100,000 0 5.00 1.13 1.26 1.250
Scot Wid European Growth P Acc GBX 0 0 0.00 0.85 - 0.980
Scot Wid European Growth X Acc GBX 0 0 - 0.00 - -
Scot Wid Eurpen Sel Gth A Acc GBX 1,000 100 5.00 1.50 1.63 1.630
Scot Wid Eurpen Sel Gth P Acc GBX 0 0 0.00 1.00 - 1.130
Scot Wid Fdmtl Index Emg Mkt Eq X GBX 1,000,000 500,000 7.00 0.00 - 0.190
Scot Wid Fdmtl Index Global Equ X GBX 1,000,000 500,000 7.00 0.00 - 0.090
Scot Wid Fdmtl Index UK Equity X GBX 1,000,000 500,000 7.00 0.00 - 0.080
Scot Wid FndmtlLoVolIdxUKEq X GBX 0 0 0.00 0.00 - 0.080
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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