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
 More results »
 More results »
 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
The Hall 1 Inc Flexible Investment 8.85 0.00
The Holmbush Flexible Investment 2 -4.17 0.97
The Jake Acc Flexible Investment 4.37 0.00
The Norfolk Trust Flexible Investment 2 3.90 1.56
The Notts Trust Flexible Investment 5 10.45 1.09
The Penare Acc Global 33.93 0.00
The Penare Acc USD Global 33.56 0.00
The Primrose I Inc Mixed Investment 40%-85% Share 1 3.91 0.09
The Rosslyn Inc Flexible Investment 3 4.44 0.49
The Sandwood A Inc Mixed Investment 40-85% Shares 3 5.40 2.10
The Second Managed Growth Mixed Investment 40%-85% Share 1 1.52 0.96
The Serissa Acc Mixed Investment 20-60% Shares 4 11.97 0.00
The Serissa Inc Mixed Investment 20-60% Shares 4 12.28 0.60
The Steelback Flexible Investment 4 8.46 0.83
The TM Kauri Acc Global 1 2.89 1.10
The TM Kauri Inc Global 1 2.89 0.00
The TM Lancewood Acc Global 3 16.04 0.00
The TM Lancewood Inc Global 3 17.26 0.50
The Utd Ser Tste CombCharitableCap Targeted Absolute Return 1 2.85 0.20
The Utd Ser Tste CombCharitableInc UK Index - Linked Gilts 5 0.58 4.01
The VT Cindabbella A A £ Global Equity Income 2 5.26 0.00
The VT Oxeye Hedged Income Option D Specialist -24.41 0.00
The Wakefield Global 1 5.03 0.00
The Water Tigress Acc Mixed Investment 40%-85% Share 2 -4.69 1.05
The Water Tigress Inc Mixed Investment 40%-85% Share 2 -4.53 1.06
The Westhead Mixed Investment 40%-85% Share 1 12.98 1.16
The Wine Investment Specialist 1 -6.05 0.00
Thesis Cherwell Acc Targeted Absolute Return 1 1.60 2.70
Thesis Cherwell Inc Targeted Absolute Return 1 1.60 0.81
Thesis Farnborough Equity Acc Global 1 0.99 2.10
Thesis Farnborough Equity B Acc Global 1 1.19 0.00
Thesis Farnborough Equity Inc Global 1 0.99 0.00
Thesis Joral Global Growth Acc Global 14.57 0.10
Thesis London Bridge Inst Inc Global 1 8.06 2.10
Thesis Optima Bond Acc Sterling Corporate Bond 2 2.08 4.50
Thesis Optima Bond B Acc Sterling Corporate Bond 2 2.35 2.90
Thesis Optima Bond B Inc Sterling Corporate Bond 2 2.32 4.50
Thesis Optima Bond Inc Sterling Corporate Bond 2 2.04 4.40
Thesis Optima MA Strategy Acc Mixed Investment 20%-60% Share 1 1.64 0.30
Thesis Optima MA Strategy B Acc Mixed Investment 20%-60% Share 1 2.48 0.90
Thesis Optima MA Strategy C Acc Mixed Investment 20%-60% Share 1 2.48 0.30
Thesis Optima MA Strategy C Inc Mixed Investment 20%-60% Share 1 2.48 0.00
Thesis Optima MA Strategy Inc Mixed Investment 20%-60% Share 1 1.58 0.30
Thesis RtCrInflnExposure A Acc Mixed Investment 0-35% Shares 0.00 0.00
Thesis RtCrInflnExposure B Acc Mixed Investment 0-35% Shares 2.46 0.00
Thesis TM Warren Curtis Acc Mixed Investment 40%-85% Share 2 0.00 1.72
Thesis TM Warren Curtis Inc Mixed Investment 40%-85% Share 2 19.42 0.00
Threadneedle AbsRtnBd IGA £ Targeted Absolute Return 1 1.29 0.50
Threadneedle AbsRtnBd INA £ Targeted Absolute Return 1 1.29 0.50
Threadneedle AbsRtnBd RGA £ Targeted Absolute Return 1 0.86 0.10
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
The Hall 1 Inc -2.59 -2.59 1.48 11.27 10.18 28/01/2021
The Holmbush 0.94 0.94 0.47 1.54 -0.72 31/05/2016
The Jake Acc 0.24 - 2.48 7.35 7.91 20/01/2021
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
The Notts Trust 0.19 -2.11 -0.34 9.04 7.67 29/01/2021
The Penare Acc -0.89 -1.99 0.53 8.49 14.08 29/01/2021
The Penare Acc USD -0.48 -2.06 0.30 7.90 13.96 29/01/2021
The Primrose I Inc -0.05 -0.05 5.53 5.65 10.16 20/07/2016
The Rosslyn Inc -1.30 -1.30 2.09 4.80 9.37 29/01/2021
The Sandwood A Inc -2.56 -2.56 0.08 10.26 8.84 28/01/2021
The Second Managed Growth 1.12 1.12 -0.03 -0.71 -0.33 14/08/2014
The Serissa Acc 0.06 -2.20 0.23 9.29 9.49 29/01/2021
The Serissa Inc 0.06 -2.20 0.43 9.50 9.73 29/01/2021
The Steelback 1.39 1.39 3.04 11.33 13.32 27/01/2021
The TM Kauri Acc 0.00 -0.93 -2.49 4.72 14.52 10/08/2016
The TM Kauri Inc 0.00 -0.93 -2.49 4.72 14.52 10/08/2016
The TM Lancewood Acc -0.22 -3.51 -0.07 12.23 14.84 29/01/2021
The TM Lancewood Inc -0.22 -3.51 0.26 12.61 15.23 29/01/2021
The Utd Ser Tste CombCharitableCap -0.41 0.00 0.00 0.18 1.60 20/05/2014
The Utd Ser Tste CombCharitableInc 0.23 0.00 0.00 0.28 0.96 20/05/2014
The VT Cindabbella A A £ -0.48 -1.55 -0.98 5.94 6.43 29/01/2021
The VT Oxeye Hedged Income Option D 0.32 -0.58 0.74 -5.84 0.42 28/01/2021
The Wakefield 0.80 0.80 1.07 0.69 0.76 14/08/2014
The Water Tigress Acc -0.32 - -1.84 5.25 1.25 13/05/2016
The Water Tigress Inc -0.35 - -1.84 5.36 1.42 13/05/2016
The Westhead 0.46 0.00 0.84 -0.73 -0.77 29/10/2013
The Wine Investment - - - - 1.08 30/09/2020
Thesis Cherwell Acc -0.07 0.00 0.00 0.00 2.36 03/04/2014
Thesis Cherwell Inc -0.07 0.00 0.00 0.00 2.36 03/04/2014
Thesis Farnborough Equity Acc -0.62 0.07 -1.17 1.70 -3.69 16/07/2018
Thesis Farnborough Equity B Acc -0.68 0.00 -1.23 1.68 -3.65 16/07/2018
Thesis Farnborough Equity Inc -0.62 0.07 -1.17 1.70 -3.69 16/07/2018
Thesis Joral Global Growth Acc -0.33 0.00 2.14 3.91 7.27 24/02/2017
Thesis London Bridge Inst Inc 0.82 2.58 3.61 7.03 6.52 23/01/2015
Thesis Optima Bond Acc 0.21 -0.14 -0.21 -1.52 -2.06 06/11/2015
Thesis Optima Bond B Acc 0.14 -0.21 -0.28 -1.51 -1.98 06/11/2015
Thesis Optima Bond B Inc 0.18 -0.22 -0.30 -1.54 -1.97 06/11/2015
Thesis Optima Bond Inc 0.18 -0.15 -0.24 -1.56 -2.07 06/11/2015
Thesis Optima MA Strategy Acc -0.10 -0.38 -0.10 -2.14 -2.68 06/11/2015
Thesis Optima MA Strategy B Acc -0.09 -0.37 0.00 -1.91 -2.27 06/11/2015
Thesis Optima MA Strategy C Acc -0.09 -0.37 0.00 -1.91 -2.27 06/11/2015
Thesis Optima MA Strategy C Inc -0.09 -0.37 0.00 -1.91 -2.27 06/11/2015
Thesis Optima MA Strategy Inc -0.10 -0.40 -0.20 -2.06 -2.64 06/11/2015
Thesis RtCrInflnExposure A Acc -0.06 0.13 -0.27 - - 29/01/2021
Thesis RtCrInflnExposure B Acc -0.06 0.13 -0.27 0.35 0.18 29/01/2021
Thesis TM Warren Curtis Acc -1.22 0.00 0.00 0.00 0.00 31/03/2005
Thesis TM Warren Curtis Inc -1.19 0.00 -1.19 1.91 10.91 31/05/2013
Threadneedle AbsRtnBd IGA £ 0.00 -0.03 -0.19 0.93 1.18 26/07/2019
Threadneedle AbsRtnBd INA £ 0.00 -0.02 -0.18 0.93 1.19 26/07/2019
Threadneedle AbsRtnBd RGA £ 0.00 -0.03 -0.23 0.82 0.97 26/07/2019
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
The Hall 1 Inc 8.85 - - - -
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
The Jake Acc 4.37 17.82 - - -
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
The Notts Trust 5 10.45 21.00 -6.62 7.75 24.19
The Penare Acc 33.93 - - - -
The Penare Acc USD 33.56 - - - -
The Primrose I Inc 1 3.91 11.01 -0.33 15.26 -0.85
The Rosslyn Inc 3 4.44 14.25 -5.01 6.41 23.83
The Sandwood A Inc 3 5.40 15.67 -3.81 12.62 17.02
The Second Managed Growth 1 1.52 9.03 5.89 2.72 12.55
The Serissa Acc 4 11.97 9.34 -6.86 5.71 15.73
The Serissa Inc 4 12.28 10.26 -5.96 6.49 16.45
The Steelback 4 8.46 20.79 -3.66 12.48 13.23
The TM Kauri Acc 1 2.89 6.33 2.29 6.26 -
The TM Kauri Inc 1 2.89 6.33 2.29 6.26 -
The TM Lancewood Acc 3 16.04 20.85 -9.93 15.02 32.42
The TM Lancewood Inc 3 17.26 22.22 -8.06 16.58 34.10
The Utd Ser Tste CombCharitableCap 1 2.85 10.09 -1.57 6.87 15.83
The Utd Ser Tste CombCharitableInc 5 0.58 5.66 0.84 2.56 8.12
The VT Cindabbella A A £ 2 5.26 12.53 -1.27 13.55 11.93
The VT Oxeye Hedged Income Option D -24.41 -27.24 -0.90 1.68 -
The Wakefield 1 5.03 16.14 5.71 8.52 14.29
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
The Water Tigress Inc 2 -4.53 7.17 3.00 13.38 -8.51
The Westhead 1 12.98 0.46 -0.50 18.75 15.09
The Wine Investment 1 -6.05 -3.76 -1.03 0.88 15.62
Thesis Cherwell Acc 1 1.60 10.64 6.79 7.28 15.33
Thesis Cherwell Inc 1 1.60 11.60 7.93 8.08 15.33
Thesis Farnborough Equity Acc 1 0.99 13.68 -10.20 18.47 5.00
Thesis Farnborough Equity B Acc 1 1.19 14.00 -9.89 - -
Thesis Farnborough Equity Inc 1 0.99 13.68 -10.20 18.47 5.00
Thesis Joral Global Growth Acc 14.57 -4.05 10.73 - -
Thesis London Bridge Inst Inc 1 8.06 6.65 5.24 0.44 12.80
Thesis Optima Bond Acc 2 2.08 7.47 0.85 12.99 0.89
Thesis Optima Bond B Acc 2 2.35 7.90 - - -
Thesis Optima Bond B Inc 2 2.32 7.94 - - -
Thesis Optima Bond Inc 2 2.04 7.55 0.20 13.58 1.18
Thesis Optima MA Strategy Acc 1 1.64 4.85 4.46 3.74 -5.18
Thesis Optima MA Strategy B Acc 1 2.48 5.60 - - -
Thesis Optima MA Strategy C Acc 1 2.48 - - - -
Thesis Optima MA Strategy C Inc 1 2.48 - - - -
Thesis Optima MA Strategy Inc 1 1.58 4.65 4.50 3.75 -5.16
Thesis RtCrInflnExposure A Acc - - - - -
Thesis RtCrInflnExposure B Acc 2.46 - - - -
Thesis TM Warren Curtis Acc 2 0.00 0.00 0.00 0.00 0.00
Thesis TM Warren Curtis Inc 2 19.42 -3.63 8.36 14.92 -12.73
Threadneedle AbsRtnBd IGA £ 1 1.29 -1.86 -3.43 -7.98 4.46
Threadneedle AbsRtnBd INA £ 1 1.29 -1.84 -3.41 -7.99 4.45
Threadneedle AbsRtnBd RGA £ 1 0.86 -2.26 -3.99 -8.58 3.75
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
The Hall 1 Inc GBX 1,000,000 50,000 7.00 0.00 - 0.830
The Holmbush GBX 0 0 10.00 0.77 1.54 1.660
The Jake Acc GBX 1,000,000 100,000 7.50 1.20 - 1.170
The Norfolk Trust GBX 100,000 100,000 10.00 0.75 0.86 -
The Notts Trust GBX 100,000 100,000 10.00 0.75 0.86 0.950
The Penare Acc GBX 1,000,000 1,000,000 3.00 0.85 - 1.420
The Penare Acc USD USD 1,000,000 1,000,000 3.00 0.85 - 1.420
The Primrose I Inc GBX 1,000,000 0 7.50 1.06 1.48 1.520
The Rosslyn Inc GBX 1,000,000 100,000 5.00 0.75 - 1.310
The Sandwood A Inc GBX 100,000 0 7.50 - - -
The Second Managed Growth GBX 5,000,000 0 5.00 1.20 1.95 1.970
The Serissa Acc GBX 100,000 0 5.00 1.00 0.00 1.390
The Serissa Inc GBX 100,000 0 5.00 1.00 0.00 1.390
The Steelback GBX 100,000 10,000 7.50 0.75 1.12 0.970
The TM Kauri Acc GBX 100,000 10,000 5.00 1.00 - 1.270
The TM Kauri Inc GBX 100,000 10,000 5.00 1.00 - 1.270
The TM Lancewood Acc GBX 0 0 5.00 1.00 0.00 1.450
The TM Lancewood Inc GBX 0 0 5.00 1.00 0.00 1.450
The Utd Ser Tste CombCharitableCap GBX 0 0 0.00 0.40 - -
The Utd Ser Tste CombCharitableInc GBX 1,000 0 0.00 0.40 - -
The VT Cindabbella A A £ GBX 100,000 10,000 9.50 1.50 1.99 1.988
The VT Oxeye Hedged Income Option D GBP 100,000 1,000 5.00 1.00 - -
The Wakefield GBX 250,000 10,000 5.00 0.65 2.93 -
The Water Tigress Acc GBX 0 0 10.00 0.77 1.48 1.330
The Water Tigress Inc GBX 0 0 10.00 0.77 1.48 1.330
The Westhead GBX 250,000 250,000 5.00 0.75 3.34 1.860
The Wine Investment GBP 0 0 - - - -
Thesis Cherwell Acc GBX 100,000 100,000 7.00 1.00 1.35 1.290
Thesis Cherwell Inc GBX 100,000 100,000 7.00 1.00 1.35 -
Thesis Farnborough Equity Acc GBX 1,000 0 0.00 1.00 0.00 1.560
Thesis Farnborough Equity B Acc GBX 5,000 1,000 0.00 0.75 - 1.310
Thesis Farnborough Equity Inc GBX 1,000 1,000 0.00 1.00 - 1.560
Thesis Joral Global Growth Acc GBX 100,000 0 5.00 0.75 0.00 1.390
Thesis London Bridge Inst Inc GBX 1,000,000 20,000 6.25 1.29 1.38 1.380
Thesis Optima Bond Acc GBX 1,000 100 3.00 1.00 0.00 1.470
Thesis Optima Bond B Acc GBX 250,000 100 0.00 0.50 0.00 0.970
Thesis Optima Bond B Inc GBX 250,000 100 0.00 0.50 0.00 0.970
Thesis Optima Bond Inc GBX 1,000 100 3.00 1.00 0.00 1.470
Thesis Optima MA Strategy Acc GBX 1,000 100 3.00 1.50 0.00 3.450
Thesis Optima MA Strategy B Acc GBX 250,000 100 0.00 0.75 0.00 2.700
Thesis Optima MA Strategy C Acc GBX 6,000,000 0 - 0.50 - -
Thesis Optima MA Strategy C Inc GBX 6,000,000 0 - 0.50 - -
Thesis Optima MA Strategy Inc GBX 1,000 100 3.00 1.50 0.00 3.450
Thesis RtCrInflnExposure A Acc GBX 1,000 1,000 - 0.65 - -
Thesis RtCrInflnExposure B Acc GBX 100,000,000 5,000 - 0.55 - 0.600
Thesis TM Warren Curtis Acc GBX 0 0 - - - -
Thesis TM Warren Curtis Inc GBX 0 0 8.00 1.50 1.63 -
Threadneedle AbsRtnBd IGA £ GBX 500,000 25,000 0.00 0.50 - 0.630
Threadneedle AbsRtnBd INA £ GBX 500,000 25,000 0.00 0.50 - 0.590
Threadneedle AbsRtnBd RGA £ GBX 2,000 1,000 3.00 0.85 - 1.050
Page: 280 of 317
« Previous | Next »
Showing 50 (13951 to 14000) out of 15,841

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