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 (%)
ASI UKIUncnsEq I Acc UK Equity Income 1 -14.54 3.76
ASI UKIUncnsEq I Inc UK Equity Income 1 -14.49 3.89
ASI UKIUncnsEq R Acc UK Equity Income 1 -15.07 3.78
ASI UKIUncnsEq R Inc UK Equity Income 1 -15.01 3.91
ASI UKIUncnsEq R Pf 1 A UK Equity Income 1 -14.77 3.77
ASI UKIUncnsEq R Pf 1 I UK Equity Income 1 -14.69 3.90
ASI UKIUncnsEq SL Acc UK Equity Income 1 -13.86 3.74
ASI UKOppsEq Inst Acc UK All Companies 4 1.06 0.33
ASI UKOppsEq Inst Inc UK All Companies 4 1.01 0.33
ASI UKOppsEq R Pf 1 A UK All Companies 4 1.00 0.29
ASI UKOppsEq R Pf 1 I UK All Companies 4 0.97 0.29
ASI UKOppsEq Ret Acc UK All Companies 4 0.57 0.01
ASI UKOppsEq Ret Inc UK All Companies 4 0.56 0.02
ASI UKOppsEq SL Acc UK All Companies 4 1.81 0.96
ASI UKUncnsEq I Acc UK All Companies 1 -4.48 0.74
ASI UKUncnsEq Inst A Acc UK All Companies 1 -5.45 0.19
ASI UKUncnsEq Inst S Acc UK All Companies 1 -4.35 0.90
ASI UKUncnsEq R Acc UK All Companies 1 -5.13 0.36
ASI UKUncnsEq R Pf 1 A UK All Companies 1 -4.80 0.53
ASI UKUncnsEq SL Acc UK All Companies 1 -3.76 1.39
ASI World Eq Enhcd Ix A Acc Global 2 7.39 1.38
ASI World Eq Enhcd Ix B Acc Global 2 7.46 1.43
ASI World Eq Enhcd Ix X Acc Global 2 7.67 1.61
ASI World Inc Eqty A Acc Global Equity Income 1 -6.19 3.20
ASI World Inc Eqty A Inc Global Equity Income 1 -6.17 3.30
ASI World Inc Eqty I Acc Global Equity Income 1 -5.77 3.20
ASI World Inc Eqty I Inc Global Equity Income 1 -5.75 3.30
ASI World Inc Eqty M Acc Global Equity Income 1 -5.61 3.30
ASI World Inc Eqty M Inc Global Equity Income 1 -5.78 3.30
AT Com Long Inc PAIF A Gr Acc UK Direct Property -0.59 3.21
AT Com Long Inc PAIF B Net Acc UK Direct Property -1.17 2.64
AT Com Long Inc PAIF C Gr Inc UK Direct Property -0.80 3.16
AT Com Long Inc PAIF D Net Inc UK Direct Property -1.34 2.61
AT Com Long Inc PAIF F Net Acc UK Direct Property -1.41 2.63
AT Com Long Inc PAIF H Net Inc UK Direct Property -1.57 2.62
AT Com Long Inc PAIF M Gr Acc UK Direct Property -0.34 3.20
AT Com Long Inc PAIF N Net Acc UK Direct Property -0.93 2.65
AT Com Long Inc PAIF O Gr Inc UK Direct Property -0.55 3.16
AT Com Long Inc PAIF P Net Inc UK Direct Property -1.09 2.62
AT Com Long Inc PAIF S Net Acc UK Direct Property -1.17 2.64
AT Com Long Inc PAIF T Net Inc UK Direct Property -1.34 2.61
AT UK Infra Inc Acc Specialist -3.06 4.58
AT UK Infra Inc Inc Specialist -3.05 4.48
Aubrey Collective Convc Flexible Investment 1 -13.53 0.00
Aubrey Collective Convc B Acc Flexible Investment 1 -13.53 0.00
Aubrey GblConvctin A Inst Acc Global 5 49.56 0.00
Aubrey GblConvctin A Inst Inc Global 5 49.52 0.00
Aubrey GblConvctin A Ret Acc GBP Global 5 48.83 0.00
Aubrey GblConvctin B Retail Global 5 49.99 0.00
Avellemy 3 I Acc Mixed Investment 20%-60% Share 5.41 1.20
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
ASI UKIUncnsEq I Acc 0.03 -2.56 -2.67 22.66 17.86 29/01/2021
ASI UKIUncnsEq I Inc 0.02 -2.55 -2.66 22.62 17.79 29/01/2021
ASI UKIUncnsEq R Acc 0.03 -2.57 -2.72 22.47 17.49 29/01/2021
ASI UKIUncnsEq R Inc 0.03 -2.58 -2.72 22.43 17.42 29/01/2021
ASI UKIUncnsEq R Pf 1 A 0.03 -2.56 -2.69 22.59 17.70 29/01/2021
ASI UKIUncnsEq R Pf 1 I 0.03 -2.56 -2.68 22.54 17.67 29/01/2021
ASI UKIUncnsEq SL Acc 0.04 -2.54 -2.60 22.92 18.33 29/01/2021
ASI UKOppsEq Inst Acc 0.37 -1.91 -4.06 6.37 14.48 29/01/2021
ASI UKOppsEq Inst Inc 0.38 -1.93 -4.09 6.34 14.46 29/01/2021
ASI UKOppsEq R Pf 1 A 0.38 -1.88 -4.04 6.34 14.44 29/01/2021
ASI UKOppsEq R Pf 1 I 0.41 -1.91 -4.05 6.30 14.39 29/01/2021
ASI UKOppsEq Ret Acc 0.39 -1.93 -4.12 6.21 14.19 29/01/2021
ASI UKOppsEq Ret Inc 0.39 -1.90 -4.09 6.21 14.20 29/01/2021
ASI UKOppsEq SL Acc 0.39 -1.88 -4.00 6.57 14.89 29/01/2021
ASI UKUncnsEq I Acc 1.28 -1.52 -0.98 31.76 38.37 29/01/2021
ASI UKUncnsEq Inst A Acc 1.26 -1.58 -1.10 31.40 37.63 29/01/2021
ASI UKUncnsEq Inst S Acc 1.26 -1.55 -0.99 31.78 38.43 29/01/2021
ASI UKUncnsEq R Acc 1.23 -1.60 -1.07 31.48 37.85 29/01/2021
ASI UKUncnsEq R Pf 1 A 1.23 -1.56 -1.02 31.62 38.10 29/01/2021
ASI UKUncnsEq SL Acc 1.24 -1.54 -0.97 31.97 38.87 29/01/2021
ASI World Eq Enhcd Ix A Acc -0.24 -2.64 -0.85 10.46 9.62 29/01/2021
ASI World Eq Enhcd Ix B Acc -0.23 -2.63 -0.85 10.47 9.64 29/01/2021
ASI World Eq Enhcd Ix X Acc -0.22 -2.62 -0.83 10.53 9.76 29/01/2021
ASI World Inc Eqty A Acc -0.51 -3.86 -0.51 17.08 11.72 29/01/2021
ASI World Inc Eqty A Inc -0.49 -3.85 -0.49 17.07 11.71 29/01/2021
ASI World Inc Eqty I Acc -0.51 -3.85 -0.47 17.21 11.97 29/01/2021
ASI World Inc Eqty I Inc -0.50 -3.85 -0.47 17.21 11.98 29/01/2021
ASI World Inc Eqty M Acc -0.50 -3.84 -0.46 17.24 12.06 29/01/2021
ASI World Inc Eqty M Inc -0.50 -3.85 -0.46 17.20 11.95 29/01/2021
AT Com Long Inc PAIF A Gr Acc 0.13 0.16 0.37 0.75 1.15 29/01/2021
AT Com Long Inc PAIF B Net Acc 0.12 0.16 0.34 0.60 0.84 29/01/2021
AT Com Long Inc PAIF C Gr Inc 0.12 0.16 0.32 0.70 1.06 29/01/2021
AT Com Long Inc PAIF D Net Inc 0.12 0.16 0.29 0.56 0.76 29/01/2021
AT Com Long Inc PAIF F Net Acc 0.13 0.16 0.32 0.54 0.71 29/01/2021
AT Com Long Inc PAIF H Net Inc 0.13 0.16 0.27 0.50 0.63 29/01/2021
AT Com Long Inc PAIF M Gr Acc 0.13 0.17 0.40 0.82 1.28 29/01/2021
AT Com Long Inc PAIF N Net Acc 0.12 0.16 0.35 0.66 0.97 29/01/2021
AT Com Long Inc PAIF O Gr Inc 0.14 0.17 0.34 0.77 1.19 29/01/2021
AT Com Long Inc PAIF P Net Inc 0.12 0.16 0.30 0.62 0.88 29/01/2021
AT Com Long Inc PAIF S Net Acc 0.12 0.16 0.34 0.60 0.84 29/01/2021
AT Com Long Inc PAIF T Net Inc 0.12 0.16 0.29 0.56 0.76 29/01/2021
AT UK Infra Inc Acc 0.42 -0.17 -1.22 1.64 1.21 29/01/2021
AT UK Infra Inc Inc 0.42 -0.17 -1.24 1.63 1.20 29/01/2021
Aubrey Collective Convc 0.26 - -1.26 -4.98 -13.81 16/01/2019
Aubrey Collective Convc B Acc 0.26 - -1.26 -4.98 -13.81 16/01/2019
Aubrey GblConvctin A Inst Acc 0.35 -4.99 7.17 6.33 15.93 28/01/2021
Aubrey GblConvctin A Inst Inc 0.35 -4.99 7.16 6.33 15.94 28/01/2021
Aubrey GblConvctin A Ret Acc GBP 0.34 -5.00 7.14 6.24 15.69 28/01/2021
Aubrey GblConvctin B Retail 0.34 -4.99 7.18 6.40 16.09 28/01/2021
Avellemy 3 I Acc 0.03 0.00 0.30 1.85 2.79 19/09/2014
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
ASI UKIUncnsEq I Acc 1 -14.54 4.76 -9.80 17.93 4.28
ASI UKIUncnsEq I Inc 1 -14.49 4.72 -9.82 17.93 4.24
ASI UKIUncnsEq R Acc 1 -15.07 4.13 -10.34 17.25 3.56
ASI UKIUncnsEq R Inc 1 -15.01 4.07 -10.35 17.22 3.54
ASI UKIUncnsEq R Pf 1 A 1 -14.77 4.57 -10.06 17.63 4.01
ASI UKIUncnsEq R Pf 1 I 1 -14.69 4.45 -10.04 17.63 3.99
ASI UKIUncnsEq SL Acc 1 -13.86 5.60 -9.09 18.91 5.11
ASI UKOppsEq Inst Acc 4 1.06 27.11 -12.91 32.95 12.96
ASI UKOppsEq Inst Inc 4 1.01 27.13 -12.93 32.99 13.02
ASI UKOppsEq R Pf 1 A 4 1.00 27.09 -12.91 32.79 12.95
ASI UKOppsEq R Pf 1 I 4 0.97 27.07 -12.97 32.89 12.94
ASI UKOppsEq Ret Acc 4 0.57 26.52 -13.29 32.27 12.42
ASI UKOppsEq Ret Inc 4 0.56 26.55 -13.34 32.29 12.42
ASI UKOppsEq SL Acc 4 1.81 28.09 -12.23 33.90 13.85
ASI UKUncnsEq I Acc 1 -4.48 7.32 -15.57 25.49 6.87
ASI UKUncnsEq Inst A Acc 1 -5.45 6.26 -16.41 24.21 5.86
ASI UKUncnsEq Inst S Acc 1 -4.35 7.82 -15.39 25.55 6.97
ASI UKUncnsEq R Acc 1 -5.13 6.71 -16.12 24.68 6.18
ASI UKUncnsEq R Pf 1 A 1 -4.80 7.14 -15.80 25.13 6.62
ASI UKUncnsEq SL Acc 1 -3.76 8.20 -14.89 26.49 7.75
ASI World Eq Enhcd Ix A Acc 2 7.39 18.49 - - -
ASI World Eq Enhcd Ix B Acc 2 7.46 18.45 -3.61 14.08 37.58
ASI World Eq Enhcd Ix X Acc 2 7.67 18.68 - - -
ASI World Inc Eqty A Acc 1 -6.19 11.25 -6.83 10.23 36.39
ASI World Inc Eqty A Inc 1 -6.17 11.27 -6.79 10.24 36.41
ASI World Inc Eqty I Acc 1 -5.77 11.79 -6.37 10.78 37.06
ASI World Inc Eqty I Inc 1 -5.75 11.79 -6.32 10.77 37.08
ASI World Inc Eqty M Acc 1 -5.61 12.08 - - -
ASI World Inc Eqty M Inc 1 -5.78 11.99 - - -
AT Com Long Inc PAIF A Gr Acc -0.59 4.37 5.01 5.30 5.33
AT Com Long Inc PAIF B Net Acc -1.17 3.67 4.21 4.42 4.42
AT Com Long Inc PAIF C Gr Inc -0.80 4.16 4.67 4.97 5.07
AT Com Long Inc PAIF D Net Inc -1.34 3.52 3.94 4.15 4.22
AT Com Long Inc PAIF F Net Acc -1.41 3.42 3.95 4.14 4.16
AT Com Long Inc PAIF H Net Inc -1.57 3.26 3.68 3.94 3.95
AT Com Long Inc PAIF M Gr Acc -0.34 4.63 5.28 5.57 5.58
AT Com Long Inc PAIF N Net Acc -0.93 3.94 4.54 4.67 4.66
AT Com Long Inc PAIF O Gr Inc -0.55 4.43 4.97 5.20 5.31
AT Com Long Inc PAIF P Net Inc -1.09 3.77 4.18 4.41 4.46
AT Com Long Inc PAIF S Net Acc -1.17 3.67 4.21 4.42 -
AT Com Long Inc PAIF T Net Inc -1.34 3.52 3.94 4.15 -
AT UK Infra Inc Acc -3.06 10.87 - - -
AT UK Infra Inc Inc -3.05 10.84 - - -
Aubrey Collective Convc 1 -13.53 16.91 8.70 -2.80 3.17
Aubrey Collective Convc B Acc 1 -13.53 16.91 8.70 -2.80 -
Aubrey GblConvctin A Inst Acc 5 49.56 27.94 -8.38 44.17 21.62
Aubrey GblConvctin A Inst Inc 5 49.52 27.95 -8.38 44.19 21.61
Aubrey GblConvctin A Ret Acc GBP 5 48.83 27.35 -8.86 43.45 21.05
Aubrey GblConvctin B Retail 5 49.99 28.28 -8.22 44.52 21.05
Avellemy 3 I Acc 5.41 - - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
ASI UKIUncnsEq I Acc GBX 1,000,000 50,000 0.00 0.80 0.90 0.900
ASI UKIUncnsEq I Inc GBX 1,000,000 50,000 0.00 0.80 0.91 0.900
ASI UKIUncnsEq R Acc GBX 500 0 4.00 1.50 1.90 1.520
ASI UKIUncnsEq R Inc GBX 500 0 4.00 1.50 1.91 1.520
ASI UKIUncnsEq R Pf 1 A GBX 1,000,000 0 0.00 1.00 1.15 1.150
ASI UKIUncnsEq R Pf 1 I GBX 1,000,000 0 0.00 1.00 1.16 1.150
ASI UKIUncnsEq SL Acc GBX 250,000 0 0.00 0.00 - 0.100
ASI UKOppsEq Inst Acc GBX 5,000,000 50,000 0.00 0.75 0.85 0.860
ASI UKOppsEq Inst Inc GBX 5,000,000 50,000 0.00 0.75 0.85 0.860
ASI UKOppsEq R Pf 1 A GBX 1,000,000 0 0.00 0.75 0.90 0.910
ASI UKOppsEq R Pf 1 I GBX 1,000,000 0 0.00 0.75 0.90 0.910
ASI UKOppsEq Ret Acc GBX 500 500 4.00 1.30 1.60 1.330
ASI UKOppsEq Ret Inc GBX 500 500 4.00 1.30 1.60 1.330
ASI UKOppsEq SL Acc GBX 0 0 0.00 0.00 - 0.110
ASI UKUncnsEq I Acc GBX 1,000,000 50,000 7.50 0.80 0.90 0.900
ASI UKUncnsEq Inst A Acc GBX 5,000,000 0 0.00 1.80 - 1.900
ASI UKUncnsEq Inst S Acc GBX 150,000,000 0 0.00 0.70 - 0.830
ASI UKUncnsEq R Acc GBX 500 0 4.00 1.50 1.90 1.520
ASI UKUncnsEq R Pf 1 A GBX 1,000,000 0 0.00 1.00 1.15 1.150
ASI UKUncnsEq SL Acc GBX 5,000,000 0 0.00 0.00 - 0.100
ASI World Eq Enhcd Ix A Acc GBX 500 50 0.00 0.20 - 0.313
ASI World Eq Enhcd Ix B Acc GBX 1,000,000 50,000 0.00 0.20 - 0.263
ASI World Eq Enhcd Ix X Acc GBX 5,000,000 10,000 0.00 0.00 - 0.063
ASI World Inc Eqty A Acc GBX 500 50 0.00 1.45 - 1.570
ASI World Inc Eqty A Inc GBX 500 50 0.00 1.45 - 1.570
ASI World Inc Eqty I Acc GBX 1,000,000 50,000 0.00 1.00 - 1.120
ASI World Inc Eqty I Inc GBX 1,000,000 50,000 0.00 1.00 - 1.120
ASI World Inc Eqty M Acc GBX 1,000,000 50,000 0.00 1.00 - 1.170
ASI World Inc Eqty M Inc GBX 1,000,000 50,000 0.00 1.00 - 1.170
AT Com Long Inc PAIF A Gr Acc GBP 5,000 1,000 0.00 0.98 1.34 1.344
AT Com Long Inc PAIF B Net Acc GBP 5,000 1,000 0.00 0.98 1.34 1.344
AT Com Long Inc PAIF C Gr Inc GBP 5,000 1,000 0.00 0.98 1.34 1.344
AT Com Long Inc PAIF D Net Inc GBP 5,000 1,000 0.00 0.98 1.34 1.344
AT Com Long Inc PAIF F Net Acc GBP 5,000 1,000 0.00 1.23 1.59 1.594
AT Com Long Inc PAIF H Net Inc GBP 5,000 1,000 0.00 1.23 1.59 1.594
AT Com Long Inc PAIF M Gr Acc GBP 5,000,000 100,000 0.00 0.73 1.09 1.094
AT Com Long Inc PAIF N Net Acc GBP 5,000,000 100,000 0.00 0.73 1.09 1.094
AT Com Long Inc PAIF O Gr Inc GBP 5,000,000 100,000 0.00 0.73 1.09 1.094
AT Com Long Inc PAIF P Net Inc GBP 5,000,000 100,000 0.00 0.73 1.09 1.094
AT Com Long Inc PAIF S Net Acc GBP 5,000,000 100,000 0.00 0.98 1.34 1.344
AT Com Long Inc PAIF T Net Inc GBP 5,000,000 100,000 0.00 0.98 1.34 1.344
AT UK Infra Inc Acc GBP 5,000 1,000 0.00 0.40 0.75 0.750
AT UK Infra Inc Inc GBP 5,000 1,000 0.00 0.40 0.75 0.750
Aubrey Collective Convc GBX 5,000 5,000 0.00 1.00 1.96 1.990
Aubrey Collective Convc B Acc GBX 5,000 0 0.00 0.75 - 1.740
Aubrey GblConvctin A Inst Acc GBX 1,000,000 0 0.00 1.00 1.30 1.420
Aubrey GblConvctin A Inst Inc GBX 1,000,000 0 0.00 1.00 - 1.420
Aubrey GblConvctin A Ret Acc GBP GBX 5,000 5,000 0.00 1.50 1.74 1.670
Aubrey GblConvctin B Retail GBX 5,000 5,000 0.00 0.75 - 1.170
Avellemy 3 I Acc GBX 3,000,000 10,000 5.00 0.75 1.01 1.010
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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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