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 (%)
SUTLCaz Cha MA A Acc Flexible Investment 3 7.07 3.50
SUTLCaz Cha MA A Inc Flexible Investment 3 7.06 3.80
SUTLCaz Cha MA S Acc Flexible Investment 3 7.21 3.71
SUTLCaz Cha MA S Inc Flexible Investment 3 7.20 4.05
SUTLCazCharBN A Acc Sterling Strategic Bond 4 3.07 1.64
SUTLCazCharBN A Inc Sterling Strategic Bond 4 3.08 1.84
SUTLCazCharBN S Inc Sterling Strategic Bond 4 3.07 2.09
SVM All Europe SRI A Europe Including UK 1 1.31 0.00
SVM All Europe SRI B Europe Including UK 1 2.10 0.30
SVM Continental Europe A Europe Excluding UK 4 29.83 0.00
SVM Continental Europe B Europe Excluding UK 4 30.81 0.30
SVM Global Opportunities A Global 1 -6.18 0.00
SVM Global Opportunities B Global 1 -5.59 0.00
SVM UK Growth A UK All Companies 4 3.30 0.40
SVM UK Growth B UK All Companies 4 4.10 0.80
SVM UK Opportunities A UK All Companies 2 -6.91 0.00
SVM UK Opportunities B UK All Companies 2 -6.20 0.30
SVM World Equity A Global 2 13.48 0.00
SVM World Equity B Global 2 14.30 0.20
SVS Albion OLIM UK Eq Inc W Acc UK Equity Income 1 0.00 0.00
SVS Albion OLIM UK Eq Inc W Inc UK Equity Income 1 0.00 0.00
SVS Albion OLIM UK Eq Inc X Acc UK Equity Income 1 -17.29 3.17
SVS Albion OLIM UK Eq Inc X Inc UK Equity Income 1 -17.39 3.27
SVS BambuBlack As exJapan AllCap A Asia Pacific Excluding Japan 4 36.14 0.00
SVS BambuBlack As exJapan AllCap B Asia Pacific Excluding Japan 4 37.10 0.15
SVS BambuBlack As Inc & Gth A I Asia Pacific Including Japan 4 27.63 1.69
SVS BambuBlack As Inc & Gth B I Asia Pacific Including Japan 4 28.48 1.67
SVS Brown Shipley Balanced A Acc Mixed Investment 40-85% Shares 3 8.64 1.06
SVS Brown Shipley Balanced A Inc Mixed Investment 40-85% Shares 3 8.65 1.07
SVS Brown Shipley Balanced I Acc Mixed Investment 40-85% Shares 3 8.99 1.19
SVS Brown Shipley Balanced I Inc Mixed Investment 40-85% Shares 3 9.01 1.21
SVS Brown Shipley Cautious A Acc Mixed Investment 0-35% Shares 2 2.96 1.44
SVS Brown Shipley Cautious A Inc Mixed Investment 0-35% Shares 2 2.96 1.46
SVS Brown Shipley Cautious I Acc Mixed Investment 0-35% Shares 2 3.21 1.44
SVS Brown Shipley Cautious I Inc Mixed Investment 0-35% Shares 2 3.22 1.46
SVS Capital Balanced Acc Mixed Investment 20-60% Shares 4 11.21 0.21
SVS Church House Bal Eq Inc Acc Mixed Investment 40-85% Shares 1 -7.52 2.64
SVS Church House Bal Eq Inc B Acc Mixed Investment 40-85% Shares 1 -6.93 2.90
SVS Church House Bal Eq Inc B Inc Mixed Investment 40-85% Shares 1 -6.87 2.97
SVS Church House Bal Eq Inc Inc Mixed Investment 40-85% Shares 1 -7.45 2.70
SVS Church House Esk Gbl Eq A Global 3 14.37 0.26
SVS Church House Esk Gbl Eq A Acc Global 3 14.33 0.24
SVS Church House Esk Gbl Eq B Acc Global 3 14.83 0.58
SVS Church House Esk Gbl Eq B Inc Global 3 14.81 0.57
SVS Church House InvGrdFdInt Sterling Corporate Bond 3 4.32 2.06
SVS Church House InvGrdFdInt Acc Sterling Corporate Bond 3 4.38 2.03
SVS Church House InvGrdFdInt XL I A Sterling Corporate Bond 3 4.38 0.00
SVS Church House InvGrdFdInt XL I I Sterling Corporate Bond 3 4.59 2.15
SVS Church House TenaxARStra A Acc Targeted Absolute Return 3 2.73 0.43
SVS Church House TenaxARStra A Inc Targeted Absolute Return 3 2.77 0.44
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
SUTLCaz Cha MA A Acc -0.52 -2.12 0.41 7.64 8.83 29/01/2021
SUTLCaz Cha MA A Inc -0.54 -2.13 0.41 7.63 8.82 29/01/2021
SUTLCaz Cha MA S Acc -0.52 -2.12 0.42 7.67 8.90 29/01/2021
SUTLCaz Cha MA S Inc -0.52 -2.12 0.41 7.66 8.89 29/01/2021
SUTLCazCharBN A Acc -0.80 -0.01 -1.11 -0.96 -1.77 29/01/2021
SUTLCazCharBN A Inc -0.82 -0.01 -1.11 -0.96 -1.77 29/01/2021
SUTLCazCharBN S Inc -0.81 0.00 -1.11 -0.96 -1.77 29/01/2021
SVM All Europe SRI A 0.45 -2.64 -2.55 18.18 16.10 29/01/2021
SVM All Europe SRI B 0.47 -2.59 -2.46 18.44 16.57 29/01/2021
SVM Continental Europe A 0.64 -3.05 -4.49 21.95 26.31 29/01/2021
SVM Continental Europe B 0.63 -3.03 -4.43 22.18 26.78 29/01/2021
SVM Global Opportunities A 0.73 1.27 -0.08 0.28 -4.58 22/08/2014
SVM Global Opportunities B 0.72 1.27 -0.03 0.42 -4.30 22/08/2014
SVM UK Growth A -0.34 -3.48 -2.28 14.43 19.20 29/01/2021
SVM UK Growth B -0.33 -3.46 -2.20 14.66 19.66 29/01/2021
SVM UK Opportunities A 0.78 -2.88 -0.40 25.75 23.57 29/01/2021
SVM UK Opportunities B 0.79 -2.86 -0.34 25.98 24.05 29/01/2021
SVM World Equity A 0.44 -2.71 1.51 19.30 22.48 29/01/2021
SVM World Equity B 0.44 -2.69 1.56 19.51 22.94 29/01/2021
SVS Albion OLIM UK Eq Inc W Acc -0.41 -2.80 -3.42 - - 29/01/2021
SVS Albion OLIM UK Eq Inc W Inc -0.43 -2.81 -3.42 - - 29/01/2021
SVS Albion OLIM UK Eq Inc X Acc -0.41 -2.80 -3.42 15.37 7.29 29/01/2021
SVS Albion OLIM UK Eq Inc X Inc -0.43 -2.81 -3.42 15.35 7.22 29/01/2021
SVS BambuBlack As exJapan AllCap A -0.36 -5.23 7.02 16.50 22.78 29/01/2021
SVS BambuBlack As exJapan AllCap B -0.38 -5.23 6.99 16.52 23.08 29/01/2021
SVS BambuBlack As Inc & Gth A I -1.14 -5.21 1.01 4.37 15.61 29/01/2021
SVS BambuBlack As Inc & Gth B I -1.14 -5.21 1.00 4.40 15.92 29/01/2021
SVS Brown Shipley Balanced A Acc -0.44 -2.01 -0.27 9.49 9.16 29/01/2021
SVS Brown Shipley Balanced A Inc -0.43 -2.02 -0.27 9.49 9.17 29/01/2021
SVS Brown Shipley Balanced I Acc -0.43 -2.01 -0.25 9.56 9.33 29/01/2021
SVS Brown Shipley Balanced I Inc -0.43 -2.01 -0.25 9.56 9.32 29/01/2021
SVS Brown Shipley Cautious A Acc -0.33 -0.82 -0.65 3.43 2.27 29/01/2021
SVS Brown Shipley Cautious A Inc -0.33 -0.82 -0.64 3.44 2.27 29/01/2021
SVS Brown Shipley Cautious I Acc -0.33 -0.82 -0.65 3.47 2.36 29/01/2021
SVS Brown Shipley Cautious I Inc -0.33 -0.82 -0.64 3.48 2.37 29/01/2021
SVS Capital Balanced Acc -1.89 -1.89 1.56 7.25 13.44 29/01/2021
SVS Church House Bal Eq Inc Acc -0.36 -1.60 -2.16 11.30 5.73 29/01/2021
SVS Church House Bal Eq Inc B Acc -0.35 -1.60 -2.10 11.46 6.06 29/01/2021
SVS Church House Bal Eq Inc B Inc -0.33 -1.59 -2.08 11.44 6.02 29/01/2021
SVS Church House Bal Eq Inc Inc -0.35 -1.59 -2.15 11.27 5.74 29/01/2021
SVS Church House Esk Gbl Eq A -0.42 -2.13 -1.75 9.38 8.55 29/01/2021
SVS Church House Esk Gbl Eq A Acc -0.41 -2.12 -1.77 9.37 8.56 29/01/2021
SVS Church House Esk Gbl Eq B Acc -0.40 -2.10 -1.72 9.46 8.77 29/01/2021
SVS Church House Esk Gbl Eq B Inc -0.42 -2.13 -1.72 9.46 8.76 29/01/2021
SVS Church House InvGrdFdInt -0.25 -0.25 -0.37 1.75 2.88 29/01/2021
SVS Church House InvGrdFdInt Acc -0.27 -0.22 -0.38 1.72 2.86 29/01/2021
SVS Church House InvGrdFdInt XL I A -0.27 -0.22 -0.38 1.72 2.86 29/01/2021
SVS Church House InvGrdFdInt XL I I -0.17 -0.17 -0.25 1.93 3.00 29/01/2021
SVS Church House TenaxARStra A Acc -0.12 -0.55 -0.74 2.66 3.12 29/01/2021
SVS Church House TenaxARStra A Inc -0.13 -0.51 -0.70 2.70 3.18 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
SUTLCaz Cha MA A Acc 3 7.07 11.02 -4.30 8.57 19.10
SUTLCaz Cha MA A Inc 3 7.06 11.03 -4.31 8.57 19.09
SUTLCaz Cha MA S Acc 3 7.21 11.17 -4.13 8.86 19.39
SUTLCaz Cha MA S Inc 3 7.20 11.16 -4.11 8.87 19.40
SUTLCazCharBN A Acc 4 3.07 9.87 2.42 4.78 5.53
SUTLCazCharBN A Inc 4 3.08 9.85 2.43 4.77 5.54
SUTLCazCharBN S Inc 4 3.07 9.86 2.43 4.78 -
SVM All Europe SRI A 1 1.31 15.99 -13.96 19.62 16.23
SVM All Europe SRI B 1 2.10 16.89 -13.35 20.53 17.11
SVM Continental Europe A 4 29.83 16.73 -14.18 21.23 19.52
SVM Continental Europe B 4 30.81 17.63 -13.59 22.18 20.46
SVM Global Opportunities A 1 -6.18 -11.19 -9.31 2.99 -0.06
SVM Global Opportunities B 1 -5.59 -10.71 -8.77 3.61 0.54
SVM UK Growth A 4 3.30 19.66 -10.28 23.67 4.33
SVM UK Growth B 4 4.10 20.55 -9.60 24.62 5.11
SVM UK Opportunities A 2 -6.91 21.84 -9.27 16.27 14.26
SVM UK Opportunities B 2 -6.20 22.77 -8.58 17.15 15.11
SVM World Equity A 2 13.48 25.79 -8.71 10.18 29.26
SVM World Equity B 2 14.30 26.77 -8.04 11.03 30.22
SVS Albion OLIM UK Eq Inc W Acc 1 - - - - -
SVS Albion OLIM UK Eq Inc W Inc 1 - - - - -
SVS Albion OLIM UK Eq Inc X Acc 1 -17.29 12.13 -8.77 13.18 14.75
SVS Albion OLIM UK Eq Inc X Inc 1 -17.39 12.20 -8.76 13.22 14.67
SVS BambuBlack As exJapan AllCap A 4 36.14 16.01 -16.02 38.18 33.47
SVS BambuBlack As exJapan AllCap B 4 37.10 16.97 -15.28 39.33 34.73
SVS BambuBlack As Inc & Gth A I 4 27.63 19.72 -18.15 31.58 30.83
SVS BambuBlack As Inc & Gth B I 4 28.48 20.75 -17.46 32.68 31.96
SVS Brown Shipley Balanced A Acc 3 8.64 13.82 -4.30 9.15 13.68
SVS Brown Shipley Balanced A Inc 3 8.65 13.86 -4.30 9.07 13.76
SVS Brown Shipley Balanced I Acc 3 8.99 14.21 -3.92 9.69 14.22
SVS Brown Shipley Balanced I Inc 3 9.01 14.14 -3.93 9.55 14.27
SVS Brown Shipley Cautious A Acc 2 2.96 9.44 -3.78 3.48 9.79
SVS Brown Shipley Cautious A Inc 2 2.96 9.43 -3.78 3.48 9.78
SVS Brown Shipley Cautious I Acc 2 3.21 9.75 -3.42 3.96 10.04
SVS Brown Shipley Cautious I Inc 2 3.22 9.75 -5.12 1.54 7.45
SVS Capital Balanced Acc 4 11.21 19.52 -4.98 10.54 20.23
SVS Church House Bal Eq Inc Acc 1 -7.52 11.02 -0.92 9.41 12.79
SVS Church House Bal Eq Inc B Acc 1 -6.93 11.74 -0.29 10.08 13.55
SVS Church House Bal Eq Inc B Inc 1 -6.87 11.74 -0.30 10.12 13.50
SVS Church House Bal Eq Inc Inc 1 -7.45 11.03 -0.94 9.40 12.83
SVS Church House Esk Gbl Eq A 3 14.37 21.46 -5.76 14.10 28.95
SVS Church House Esk Gbl Eq A Acc 3 14.33 21.44 -5.67 14.35 28.71
SVS Church House Esk Gbl Eq B Acc 3 14.83 21.89 -5.41 14.74 29.39
SVS Church House Esk Gbl Eq B Inc 3 14.81 21.90 -5.40 14.82 29.42
SVS Church House InvGrdFdInt 3 4.32 5.99 -0.44 3.15 4.60
SVS Church House InvGrdFdInt Acc 3 4.38 5.96 -0.48 3.09 4.65
SVS Church House InvGrdFdInt XL I A 3 4.38 5.96 - - -
SVS Church House InvGrdFdInt XL I I 3 4.59 6.25 - - -
SVS Church House TenaxARStra A Acc 3 2.73 3.14 -0.71 1.72 8.77
SVS Church House TenaxARStra A Inc 3 2.77 3.15 -0.76 1.75 8.75
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
SUTLCaz Cha MA A Acc GBX 10,000 1,000 0.00 0.50 - 1.140
SUTLCaz Cha MA A Inc GBX 10,000 1,000 0.00 0.50 - 1.140
SUTLCaz Cha MA S Acc GBX 0 0 0.00 0.38 - 1.010
SUTLCaz Cha MA S Inc GBX 0 0 0.00 0.38 - 1.010
SUTLCazCharBN A Acc GBX 10,000 1,000 0.00 0.30 - 0.340
SUTLCazCharBN A Inc GBX 10,000 1,000 0.00 0.30 - 0.340
SUTLCazCharBN S Inc GBX 0 0 0.00 0.30 - 0.340
SVM All Europe SRI A GBX 1,000 200 5.25 1.50 1.96 1.980
SVM All Europe SRI B GBX 250,000 200 0.00 0.75 1.19 1.230
SVM Continental Europe A GBX 1,000 200 5.25 1.50 1.98 1.980
SVM Continental Europe B GBX 250,000 200 0.00 0.75 1.23 1.230
SVM Global Opportunities A GBX 1,000 200 5.25 1.25 1.97 1.970
SVM Global Opportunities B GBX 2,000,000 200 0.00 0.65 1.37 1.371
SVM UK Growth A GBX 1,000 200 5.25 1.50 1.92 1.720
SVM UK Growth B GBX 250,000 200 0.00 0.75 1.17 0.970
SVM UK Opportunities A GBX 1,000 200 5.25 1.50 1.84 1.740
SVM UK Opportunities B GBX 250,000 200 0.00 0.75 1.09 0.990
SVM World Equity A GBX 1,000 200 5.25 1.50 1.97 1.970
SVM World Equity B GBX 250,000 200 0.00 0.75 1.21 1.220
SVS Albion OLIM UK Eq Inc W Acc GBX 1,000 0 0.00 0.75 - 1.000
SVS Albion OLIM UK Eq Inc W Inc GBX 1,000 0 0.00 0.75 - 1.000
SVS Albion OLIM UK Eq Inc X Acc GBX 1,000 0 0.00 0.75 1.50 1.000
SVS Albion OLIM UK Eq Inc X Inc GBX 1,000 0 0.00 0.75 1.50 1.000
SVS BambuBlack As exJapan AllCap A GBX 1,000 500 5.00 1.50 1.71 1.710
SVS BambuBlack As exJapan AllCap B GBX 250,000 500 5.00 0.65 0.86 0.860
SVS BambuBlack As Inc & Gth A I GBX 1,000 100 5.00 1.50 1.62 1.620
SVS BambuBlack As Inc & Gth B I GBX 250,000 500 0.00 0.65 0.77 0.770
SVS Brown Shipley Balanced A Acc GBX 3,000 1,000 3.50 1.00 1.92 1.500
SVS Brown Shipley Balanced A Inc GBX 3,000 1,000 3.50 1.00 1.92 1.500
SVS Brown Shipley Balanced I Acc GBX 100,000 1,000 0.00 0.75 1.42 1.250
SVS Brown Shipley Balanced I Inc GBX 100,000 1,000 0.00 0.75 1.42 1.250
SVS Brown Shipley Cautious A Acc GBX 3,000 1,000 3.50 1.00 2.00 1.630
SVS Brown Shipley Cautious A Inc GBX 3,000 1,000 3.50 1.00 2.00 1.630
SVS Brown Shipley Cautious I Acc GBX 100,000 1,000 0.00 0.75 1.50 1.380
SVS Brown Shipley Cautious I Inc GBX 100,000 1,000 0.00 0.75 1.50 1.380
SVS Capital Balanced Acc GBX 100,000 0 10.00 1.25 1.57 1.960
SVS Church House Bal Eq Inc Acc GBX 5,000 5,000 0.00 1.50 1.57 1.750
SVS Church House Bal Eq Inc B Acc GBX 100,000 100,000 0.00 0.88 - 1.130
SVS Church House Bal Eq Inc B Inc GBX 100,000 100,000 0.00 0.88 - 1.130
SVS Church House Bal Eq Inc Inc GBX 5,000 5,000 0.00 1.50 1.57 1.750
SVS Church House Esk Gbl Eq A GBX 50,000 25,000 5.50 1.25 1.45 1.320
SVS Church House Esk Gbl Eq A Acc GBX 50,000 25,000 5.50 1.25 - 1.320
SVS Church House Esk Gbl Eq B Acc GBX 100,000 100,000 5.50 0.87 - 0.940
SVS Church House Esk Gbl Eq B Inc GBX 100,000 100,000 5.50 0.87 - 0.940
SVS Church House InvGrdFdInt GBX 5,000 5,000 5.00 0.75 1.05 0.830
SVS Church House InvGrdFdInt Acc GBX 5,000 5,000 5.00 0.75 1.09 0.830
SVS Church House InvGrdFdInt XL I A GBX 50,000,000 5,000 5.00 0.60 - 0.640
SVS Church House InvGrdFdInt XL I I GBX 50,000,000 5,000 5.00 0.60 - 0.640
SVS Church House TenaxARStra A Acc GBX 5,000 5,000 0.00 1.25 1.28 1.470
SVS Church House TenaxARStra A Inc GBX 5,000 5,000 0.00 1.25 1.30 1.470
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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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