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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 More results »
 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
SLI Unit Trust SL Eurpn Trust Europe Excluding UK 3 10.07 1.48
SLMT Gbl REIT IS Acc Property Other -13.46 2.59
SLMT Strlg Intrmdte Cr S Acc Sterling Corporate Bond 3.15 1.32
SLMT Strlg Intrmdte Cr S Inc Sterling Corporate Bond 3.19 1.32
Smartfund Aggressive Growth AC Mixed Investment 40%-85% Share -5.12 0.00
Smartfund Aggressive Growth iGuard Mixed Investment 40%-85% Share -5.61 0.00
Smartfund Aggressive Growth Z Mixed Investment 40%-85% Share -5.29 0.00
Smartfund Balanced AC Mixed Investment 20%-60% Share -2.99 0.00
Smartfund Balanced iGuard Mixed Investment 20%-60% Share -2.96 0.00
Smartfund Balanced Z Mixed Investment 20%-60% Share -3.01 0.00
Smartfund Cautious AC Mixed Investment 0%-35% Shares -1.28 0.00
Smartfund Cautious iGuard Mixed Investment 0%-35% Shares -0.87 0.00
Smartfund Cautious Z Mixed Investment 0%-35% Shares -1.53 0.00
Smartfund Defensive AC Mixed Investment 0%-35% Shares -2.45 0.00
Smartfund Defensive iGuard Mixed Investment 0%-35% Shares -2.56 0.00
Smartfund Defensive Z Mixed Investment 0%-35% Shares -2.54 0.00
Smartfund Growth AC Mixed Investment 20%-60% Share -3.84 0.00
Smartfund Growth iGuard Mixed Investment 20%-60% Share -3.88 0.00
Smartfund Growth Z Mixed Investment 20%-60% Share -3.82 0.00
Smartfund Thistledown Income AC Mixed Investment 20%-60% Share -1.38 0.00
Smith & Williamson EuropeanEq A Inc Europe Excluding UK 3 10.25 0.13
Smith & Williamson EuropeanEq B Inc Europe Excluding UK 3 11.13 0.87
Smith & Williamson Fixed Int A Acc Sterling Corporate Bond 2 2.67 1.37
Smith & Williamson Fixed Int A Inc Sterling Corporate Bond 2 2.72 1.37
Smith & Williamson Fixed Int B Acc Sterling Corporate Bond 2 3.11 1.82
Smith & Williamson Fixed Int B Inc Sterling Corporate Bond 2 3.10 1.82
Smith & Williamson GblGld&Res B Inc Specialist 2 14.91 0.00
Smith & Williamson MM GblInvest A I Flexible Investment 2 4.57 1.76
Smith & Williamson MM GblInvest B I Flexible Investment 2 5.45 2.11
Smith & Williamson MMEnduraBal B I Mixed Investment 40-85% Shares 1 1.70 1.76
Smith & Williamson Nth Am Eq A I North America 3 17.09 0.00
Smith & Williamson Nth Am Eq B I North America 3 18.00 0.24
Smith & Williamson UK Eq Inc Y Inc UK Equity Income 1 -12.00 0.00
Smith & Williamson UKEquityGrth A I UK All Companies 3 -1.06 0.99
Smith & Williamson UKEquityGrth B A UK All Companies 3 -0.27 1.73
Smith & Williamson UKEquityGrth B I UK All Companies 3 -0.26 1.75
SMT Oakley Diversified Mixed Investment 40%-85% Share 1 15.69 1.30
SMT Oakley Strategic Bd Acc Sterling Strategic Bond 1 1.99 2.00
SMT Oakley Strategic Bd Inc Sterling Strategic Bond 1 2.06 1.80
Sovereign Ethical UK All Companies 2 2.66 1.87
Sovereign Teachers Adven Inv Flexible Investment 3 3.22 0.88
Sovereign Teachers Bal Inv Mixed Investment 40%-85% Share 2 0.53 1.54
Sovereign Teachers Cau Inv Mixed Investment 0%-35% Shares 1 1.53 1.07
Spectrum I Acc Flexible Investment 4 3.53 0.00
Spectrum I Inc Flexible Investment 4 3.53 0.00
Spectrum Income O A Flexible Investment 4.78 2.95
Spectrum Income O I Flexible Investment 4.79 3.02
Spectrum O Acc Flexible Investment 4 4.05 0.23
Spectrum O Inc Flexible Investment 4 4.05 0.23
Stan Life Inv Corporate Debt Specialist 5 40.10 1.96
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
SLI Unit Trust SL Eurpn Trust -0.13 -2.54 -3.18 13.87 6.67 29/01/2021
SLMT Gbl REIT IS Acc 0.67 0.27 0.37 14.41 8.91 29/01/2021
SLMT Strlg Intrmdte Cr S Acc -0.17 -0.14 -0.15 1.93 2.83 29/01/2021
SLMT Strlg Intrmdte Cr S Inc -0.18 -0.14 -0.16 2.20 2.85 29/01/2021
Smartfund Aggressive Growth AC 0.00 -2.39 3.68 -1.14 2.73 15/03/2016
Smartfund Aggressive Growth iGuard 0.00 -2.43 3.67 -0.95 2.45 15/03/2016
Smartfund Aggressive Growth Z 0.00 -2.40 3.73 -1.12 2.72 15/03/2016
Smartfund Balanced AC 0.00 -0.13 3.00 -0.55 0.75 15/03/2016
Smartfund Balanced iGuard 0.00 -0.10 3.04 -0.49 0.79 15/03/2016
Smartfund Balanced Z 0.00 -0.10 2.99 -0.58 0.78 15/03/2016
Smartfund Cautious AC 0.00 -0.11 2.48 -0.33 1.70 15/03/2016
Smartfund Cautious iGuard 0.00 -0.10 2.60 -0.19 1.58 15/03/2016
Smartfund Cautious Z 0.00 -0.19 2.39 -0.39 1.48 15/03/2016
Smartfund Defensive AC 0.00 -1.80 0.17 -1.89 -1.00 15/03/2016
Smartfund Defensive iGuard 0.00 -1.79 0.20 -1.69 -0.90 15/03/2016
Smartfund Defensive Z 0.00 -1.87 1.11 -1.96 -1.09 15/03/2016
Smartfund Growth AC 0.00 -0.38 3.24 -0.98 0.78 15/03/2016
Smartfund Growth iGuard 0.00 -0.29 3.35 -0.88 0.79 15/03/2016
Smartfund Growth Z 0.00 -0.39 3.20 -1.05 0.78 15/03/2016
Smartfund Thistledown Income AC 0.00 0.04 2.20 1.27 3.19 16/03/2016
Smith & Williamson EuropeanEq A Inc 0.14 -1.94 -2.44 17.60 9.89 29/01/2021
Smith & Williamson EuropeanEq B Inc 0.16 -1.92 -2.42 17.80 10.30 29/01/2021
Smith & Williamson Fixed Int A Acc -0.16 -0.08 -0.49 0.90 1.49 29/01/2021
Smith & Williamson Fixed Int A Inc -0.15 -0.07 -0.45 0.94 1.48 29/01/2021
Smith & Williamson Fixed Int B Acc -0.23 -0.15 -0.45 0.99 1.69 29/01/2021
Smith & Williamson Fixed Int B Inc -0.24 -0.16 -0.49 0.96 1.65 29/01/2021
Smith & Williamson GblGld&Res B Inc 2.82 -2.77 -7.19 -10.57 -23.76 29/01/2021
Smith & Williamson MM GblInvest A I 0.14 -2.88 -1.23 12.27 15.10 29/01/2021
Smith & Williamson MM GblInvest B I 0.17 -2.85 -1.19 12.49 15.60 29/01/2021
Smith & Williamson MMEnduraBal B I -0.53 -2.66 -0.79 10.45 9.72 29/01/2021
Smith & Williamson Nth Am Eq A I 1.70 -1.67 0.84 8.78 13.19 28/01/2021
Smith & Williamson Nth Am Eq B I 1.71 -1.68 0.86 8.95 13.57 28/01/2021
Smith & Williamson UK Eq Inc Y Inc -0.31 - - - 1.92 19/02/2019
Smith & Williamson UKEquityGrth A I 0.35 -3.06 -2.26 23.54 21.16 29/01/2021
Smith & Williamson UKEquityGrth B A 0.34 -3.06 -2.23 23.73 21.62 29/01/2021
Smith & Williamson UKEquityGrth B I 0.34 -3.04 -2.24 23.75 21.57 29/01/2021
SMT Oakley Diversified 0.02 0.24 1.28 3.77 4.59 13/09/2013
SMT Oakley Strategic Bd Acc 0.03 0.15 -0.12 -0.41 -1.93 13/09/2013
SMT Oakley Strategic Bd Inc 0.04 0.15 -0.12 -0.41 -2.14 13/09/2013
Sovereign Ethical -0.21 -0.36 2.37 -4.08 -5.47 30/10/2015
Sovereign Teachers Adven Inv -1.05 -0.92 3.45 -3.11 -6.06 30/10/2015
Sovereign Teachers Bal Inv -2.03 -1.93 0.35 -3.45 -6.02 30/10/2015
Sovereign Teachers Cau Inv -1.87 -1.63 -1.43 -1.89 -3.65 30/10/2015
Spectrum I Acc 0.00 -2.36 -1.14 4.68 5.28 29/01/2021
Spectrum I Inc 0.00 -2.36 -1.14 4.68 5.28 29/01/2021
Spectrum Income O A -0.10 0.14 3.21 2.62 2.28 25/05/2018
Spectrum Income O I -0.09 0.15 3.21 2.58 2.29 25/05/2018
Spectrum O Acc 0.00 -2.35 -1.10 4.81 5.55 29/01/2021
Spectrum O Inc 0.00 -2.35 -1.10 4.81 5.55 29/01/2021
Stan Life Inv Corporate Debt 0.09 0.00 0.00 15.19 24.55 16/01/2015
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
SLI Unit Trust SL Eurpn Trust 3 10.07 19.18 -13.65 17.16 25.08
SLMT Gbl REIT IS Acc -13.46 18.49 - - -
SLMT Strlg Intrmdte Cr S Acc 3.15 - - - -
SLMT Strlg Intrmdte Cr S Inc 3.19 - - - -
Smartfund Aggressive Growth AC -5.12 - - - -
Smartfund Aggressive Growth iGuard -5.61 - - - -
Smartfund Aggressive Growth Z -5.29 - - - -
Smartfund Balanced AC -2.99 - - - -
Smartfund Balanced iGuard -2.96 - - - -
Smartfund Balanced Z -3.01 - - - -
Smartfund Cautious AC -1.28 - - - -
Smartfund Cautious iGuard -0.87 - - - -
Smartfund Cautious Z -1.53 - - - -
Smartfund Defensive AC -2.45 - - - -
Smartfund Defensive iGuard -2.56 - - - -
Smartfund Defensive Z -2.54 - - - -
Smartfund Growth AC -3.84 - - - -
Smartfund Growth iGuard -3.88 - - - -
Smartfund Growth Z -3.82 - - - -
Smartfund Thistledown Income AC -1.38 - - - -
Smith & Williamson EuropeanEq A Inc 3 10.25 24.54 -19.66 22.96 15.50
Smith & Williamson EuropeanEq B Inc 3 11.13 25.56 -18.91 24.00 16.50
Smith & Williamson Fixed Int A Acc 2 2.67 8.71 0.18 2.71 7.10
Smith & Williamson Fixed Int A Inc 2 2.72 8.68 0.22 2.72 6.44
Smith & Williamson Fixed Int B Acc 2 3.11 9.25 0.60 - -
Smith & Williamson Fixed Int B Inc 2 3.10 9.18 0.70 3.11 6.90
Smith & Williamson GblGld&Res B Inc 2 14.91 27.56 -10.00 -16.19 95.25
Smith & Williamson MM GblInvest A I 2 4.57 6.25 -4.56 13.72 27.07
Smith & Williamson MM GblInvest B I 2 5.45 7.14 -3.71 14.71 28.06
Smith & Williamson MMEnduraBal B I 1 1.70 9.39 -3.10 8.70 15.11
Smith & Williamson Nth Am Eq A I 3 17.09 27.52 -3.50 14.72 37.46
Smith & Williamson Nth Am Eq B I 3 18.00 28.68 -2.64 15.72 38.74
Smith & Williamson UK Eq Inc Y Inc 1 -12.00 -1.24 - - -
Smith & Williamson UKEquityGrth A I 3 -1.06 19.40 -12.08 15.05 19.99
Smith & Williamson UKEquityGrth B A 3 -0.27 - - - -
Smith & Williamson UKEquityGrth B I 3 -0.26 20.39 -11.31 16.00 20.98
SMT Oakley Diversified 1 15.69 4.77 -3.47 8.51 1.63
SMT Oakley Strategic Bd Acc 1 1.99 5.60 -0.09 12.37 2.33
SMT Oakley Strategic Bd Inc 1 2.06 5.60 -0.10 12.36 2.34
Sovereign Ethical 2 2.66 -1.22 23.76 13.88 -1.71
Sovereign Teachers Adven Inv 3 3.22 3.27 22.27 9.06 -3.35
Sovereign Teachers Bal Inv 2 0.53 2.14 12.70 9.39 -0.06
Sovereign Teachers Cau Inv 1 1.53 3.00 4.39 6.27 3.82
Spectrum I Acc 4 3.53 13.35 -1.11 8.81 24.28
Spectrum I Inc 4 3.53 13.35 -1.11 8.81 24.29
Spectrum Income O A 4.78 15.78 -2.86 - -
Spectrum Income O I 4.79 15.78 -2.87 - -
Spectrum O Acc 4 4.05 13.91 -0.62 9.35 24.91
Spectrum O Inc 4 4.05 13.91 -0.61 9.35 24.90
Stan Life Inv Corporate Debt 5 40.10 4.72 8.40 18.53 10.06
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
SLI Unit Trust SL Eurpn Trust GBX 100,000 250 7.50 0.75 0.86 0.860
SLMT Gbl REIT IS Acc GBX 50,000,000 50,000 7.50 0.50 - 0.620
SLMT Strlg Intrmdte Cr S Acc GBX 0 0 0.00 0.30 - 0.430
SLMT Strlg Intrmdte Cr S Inc GBX 0 0 0.00 0.30 - 0.430
Smartfund Aggressive Growth AC GBP 3,000 500 3.00 0.40 - -
Smartfund Aggressive Growth iGuard GBP 3,000 500 5.00 1.60 - -
Smartfund Aggressive Growth Z GBP 3,000 500 0.00 0.50 - -
Smartfund Balanced AC GBP 3,000 500 3.00 0.40 - -
Smartfund Balanced iGuard GBP 3,000 500 5.00 1.60 - -
Smartfund Balanced Z GBP 3,000 500 0.00 0.50 - -
Smartfund Cautious AC GBP 3,000 500 3.00 0.40 - -
Smartfund Cautious iGuard GBP 3,000 500 5.00 1.60 - -
Smartfund Cautious Z GBP 3,000 500 0.00 0.50 - -
Smartfund Defensive AC GBP 3,000 500 3.00 0.40 - -
Smartfund Defensive iGuard GBP 3,000 500 5.00 1.60 - -
Smartfund Defensive Z GBP 3,000 500 0.00 0.50 - -
Smartfund Growth AC GBP 3,000 500 3.00 0.40 - -
Smartfund Growth iGuard GBP 3,000 500 5.00 1.60 - -
Smartfund Growth Z GBP 3,000 500 0.00 0.50 - -
Smartfund Thistledown Income AC GBP 3,000 500 3.00 1.00 - -
Smith & Williamson EuropeanEq A Inc GBX 1,000 500 5.00 1.50 1.57 1.570
Smith & Williamson EuropeanEq B Inc GBX 250,000 500 0.00 0.65 0.72 0.720
Smith & Williamson Fixed Int A Acc GBX 1,000 500 5.00 1.00 1.07 1.070
Smith & Williamson Fixed Int A Inc GBX 1,000 500 5.00 1.00 1.07 1.070
Smith & Williamson Fixed Int B Acc GBX 250,000 500 0.00 0.55 0.62 0.620
Smith & Williamson Fixed Int B Inc GBX 250,000 500 0.00 0.55 0.62 0.620
Smith & Williamson GblGld&Res B Inc GBX 250,000 500 0.00 0.65 0.71 0.710
Smith & Williamson MM GblInvest A I GBX 1,000 500 5.00 1.50 1.63 1.630
Smith & Williamson MM GblInvest B I GBX 250,000 500 0.00 0.65 0.78 0.780
Smith & Williamson MMEnduraBal B I GBX 250,000 5,000 0.00 0.75 1.42 1.420
Smith & Williamson Nth Am Eq A I GBX 1,000 100 5.00 1.50 1.55 1.550
Smith & Williamson Nth Am Eq B I GBX 250,000 500 0.00 0.65 0.70 0.700
Smith & Williamson UK Eq Inc Y Inc GBX 15,000,000 1,000 0.00 0.65 0.70 0.700
Smith & Williamson UKEquityGrth A I GBX 1,000 100 5.00 1.50 1.59 1.590
Smith & Williamson UKEquityGrth B A GBX 250,000 500 0.00 0.65 0.74 0.740
Smith & Williamson UKEquityGrth B I GBX 250,000 500 0.00 0.65 0.74 0.740
SMT Oakley Diversified GBX 5,000 1,000 3.50 1.25 2.24 2.580
SMT Oakley Strategic Bd Acc GBX 5,000 1,000 3.50 1.25 2.21 2.320
SMT Oakley Strategic Bd Inc GBX 5,000 1,000 3.50 1.25 2.21 2.320
Sovereign Ethical GBX 2,000 500 3.00 1.50 1.85 1.760
Sovereign Teachers Adven Inv GBX 2,000 500 3.00 1.25 1.47 1.480
Sovereign Teachers Bal Inv GBX 2,000 0 3.00 1.25 1.43 1.430
Sovereign Teachers Cau Inv GBX 2,000 500 3.00 1.25 1.43 1.440
Spectrum I Acc GBX 1,000 1,000 0.00 1.15 1.98 1.980
Spectrum I Inc GBX 1,000 1,000 0.00 1.15 1.98 1.980
Spectrum Income O A GBX 1,000 1,000 0.00 0.65 - 1.500
Spectrum Income O I GBX 1,000 1,000 0.00 0.65 - 1.500
Spectrum O Acc GBX 1,000 1,000 0.00 0.65 1.48 1.480
Spectrum O Inc GBX 1,000 1,000 0.00 0.65 1.48 1.480
Stan Life Inv Corporate Debt GBX 500 500 7.50 1.50 1.61 1.610
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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