MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

1 year
3 year
5 year

Name	% Chg
Aviva Inv Asia Pac Prop I Acc GBP	116.83%
Aviva Inv Asia Pac Prop I GBP	116.81%
Baillie Gifford American C Acc	116.48%
Aviva Inv Asia Pac Prop A Acc GBP	116.11%
Aviva Inv Asia Pac Prop A GBP	115.91%
Baillie Gifford American W3 Acc	115.87%
Baillie Gifford American W3 Inc	115.82%
Baillie Gifford American B Acc	115.45%
Baillie Gifford American B Inc	115.44%
Aviva Inv Asia Pac Prop A A EUR	115.17%

Name	% Chg
Baillie Gifford American C Acc	222.74%
Baillie Gifford American W3 Inc	218.49%
Baillie Gifford American B Inc	217.94%
Baillie Gifford American B Acc	217.92%
Baillie Gifford American A Acc	208.58%
Baillie Gifford LgTrmGblGrwInv C A	160.11%
Baillie Gifford LgTrmGblGrwInv C I	160.06%
Baillie Gifford LgTrmGblGrwInv B A	155.34%
Baillie Gifford PostivChng C A	152.92%
Baillie Gifford PostivChng B I	149.24%

Name	% Chg
Baillie Gifford American C Acc	503.27%
Baillie Gifford American W3 Inc	488.55%
Baillie Gifford American B Inc	487.54%
Baillie Gifford American B Acc	487.46%
Baillie Gifford American A Acc	459.73%
Baillie Gifford Gbl Discovery C Acc	320.90%
Baillie Gifford Gbl Discovery C Inc	320.41%
Baillie Gifford Gbl Discovery B Acc	305.44%
Baillie Gifford Gbl Discovery B Inc	305.42%
AXA Framlington Gbl Tech A Acc	302.85%

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 »

Fund manager
Yield
Fund size
Growth / Income
Sector
Region
Crown rating
Asset type

Snapshot
Short Term
Performance
Fees/Details

Fund name	Sector name	Crown Rating	Performance 1Y (%)	Yield (%)
TM UBSUKGbl Eqty F Inc	Global	1	2.57	0.00
TM UBSUKGbl Fxd Inc E Acc	Global Bonds	2	2.85	0.00
TM UBSUKGbl Fxd Inc E Inc	Global Bonds	2	2.88	0.00
TM UBSUKGbl Growth B Acc	Mixed Investment 40-85% Shares	2	2.59	0.10
TM UBSUKGbl Growth B Inc	Mixed Investment 40-85% Shares	2	2.49	0.20
TM UBSUKGbl Growth C Acc	Mixed Investment 40-85% Shares	2	2.84	0.30
TM UBSUKGbl Growth C Inc	Mixed Investment 40-85% Shares	2	2.84	0.30
TM UBSUKGbl Growth F Acc	Mixed Investment 40-85% Shares	2	3.09	0.60
TM UBSUKGbl Growth F Inc	Mixed Investment 40-85% Shares	2	3.14	0.60
TM UBSUKGbl Growth G Acc	Mixed Investment 40-85% Shares	2	2.59	0.00
TM UBSUKGbl Growth G Inc	Mixed Investment 40-85% Shares	2	1.12	0.00
TM UBSUKGbl Growth H Acc	Mixed Investment 40-85% Shares	2	2.84	0.00
TM UBSUKGbl Growth H Inc	Mixed Investment 40-85% Shares	2	1.18	0.00
TM UBSUKGbl Growth I Acc	Mixed Investment 40-85% Shares	2	3.09	0.00
TM UBSUKGbl Growth I Inc	Mixed Investment 40-85% Shares	2	1.21	0.00
TM UBSUKGbl Yield B Acc	Mixed Investment 0-35% Shares	2	2.89	1.30
TM UBSUKGbl Yield C Acc	Mixed Investment 0-35% Shares	2	3.11	1.10
TM UBSUKGbl Yield C Inc	Mixed Investment 0-35% Shares	2	3.06	1.60
TM UBSUKGbl Yield F Acc	Mixed Investment 0-35% Shares	2	3.38	1.80
TM UBSUKGbl Yield F Inc	Mixed Investment 0-35% Shares	2	3.43	1.80
TM UBSUKGbl Yield G Acc	Mixed Investment 0-35% Shares	2	2.89	0.00
TM UBSUKGbl Yield H Acc	Mixed Investment 0-35% Shares	2	3.11	0.00
TM UBSUKGbl Yield H Inc	Mixed Investment 0-35% Shares	2	0.26	0.00
TM UBSUKGbl Yield I Acc	Mixed Investment 0-35% Shares	2	3.38	0.00
TM UBSUKGbl Yield I Inc	Mixed Investment 0-35% Shares	2	0.61	0.00
TM Wharton Inc	Mixed Investment 40-85% Shares	2	5.12	1.10
TMNeuberger Berman Abs Alp F Acc	Targeted Absolute Return		11.62	0.00
TMNeuberger Berman Abs Alp F Inc	Targeted Absolute Return		11.61	0.00
TMNeuberger Berman Abs Alp P Acc	Targeted Absolute Return		11.02	0.00
Trojan Ethical Income I Acc	Unclassified		-8.20	2.54
Trojan Ethical Income I Inc	Unclassified		-8.19	2.31
Trojan Ethical Income O Acc	Unclassified		-7.74	2.54
Trojan Ethical Income O Inc	Unclassified		-7.73	2.46
Trojan Ethical Income S Acc	Unclassified		-7.50	2.55
Trojan Ethical Income S Inc	Unclassified		-7.50	2.46
Trojan Ethical Income X Acc	Unclassified		0.00	0.00
Trojan Ethical Income X Inc	Unclassified		0.00	0.00
Trojan Ethical O Acc	Flexible Investment		8.24	0.10
Trojan Ethical O Inc	Flexible Investment		8.24	0.09
Trojan Ethical S Acc	Flexible Investment		8.50	0.31
Trojan Ethical S Inc	Flexible Investment		8.50	0.31
Trojan Ethical X Acc	Flexible Investment		0.00	0.00
Trojan Ethical X Inc	Flexible Investment		0.00	0.00
Trojan Global Equity I Acc	Global	4	6.26	0.00
Trojan Global Equity I Inc	Global	4	6.26	0.00
Trojan Global Equity O Acc	Global	4	6.79	0.23
Trojan Global Equity O Inc	Global	4	6.79	0.23
Trojan Global Equity S Acc	Global	4	6.90	0.30
Trojan Global Equity S Inc	Global	4	6.90	0.30
Trojan Global Income F Acc	Global Equity Income	1	-1.99	3.04

Fund name	1 day return (%)	1 week return (%)	1 month return (%)	3 months return (%)	6 months return (%)	Price date
TM UBSUKGbl Eqty F Inc	-0.52	-3.16	-0.92	12.51	11.05	29/01/2021
TM UBSUKGbl Fxd Inc E Acc	-0.09	0.00	-0.09	1.09	1.18	29/01/2021
TM UBSUKGbl Fxd Inc E Inc	-0.10	0.00	-0.20	1.06	1.22	29/01/2021
TM UBSUKGbl Growth B Acc	-0.41	-2.46	-0.82	10.28	9.17	29/01/2021
TM UBSUKGbl Growth B Inc	-0.46	-2.50	-0.81	10.29	9.09	29/01/2021
TM UBSUKGbl Growth C Acc	-0.45	-2.50	-0.80	10.37	9.28	29/01/2021
TM UBSUKGbl Growth C Inc	-0.46	-2.50	-0.81	10.34	9.28	29/01/2021
TM UBSUKGbl Growth F Acc	-0.45	-2.49	-0.76	10.44	9.43	29/01/2021
TM UBSUKGbl Growth F Inc	-0.42	-2.48	-0.77	10.44	9.42	29/01/2021
TM UBSUKGbl Growth G Acc	-0.41	-2.46	-0.82	10.28	9.17	29/01/2021
TM UBSUKGbl Growth G Inc	-0.46	-2.50	-0.81	10.29	8.68	29/01/2021
TM UBSUKGbl Growth H Acc	-0.45	-2.50	-0.80	10.37	9.28	29/01/2021
TM UBSUKGbl Growth H Inc	-0.46	-2.50	-0.81	10.34	8.73	29/01/2021
TM UBSUKGbl Growth I Acc	-0.45	-2.49	-0.76	10.44	9.43	29/01/2021
TM UBSUKGbl Growth I Inc	-0.42	-2.48	-0.77	10.44	8.75	29/01/2021
TM UBSUKGbl Yield B Acc	-0.27	-1.22	-0.68	5.27	4.66	29/01/2021
TM UBSUKGbl Yield C Acc	-0.33	-1.26	-0.67	5.29	4.77	29/01/2021
TM UBSUKGbl Yield C Inc	-0.34	-1.27	-0.68	5.32	4.77	29/01/2021
TM UBSUKGbl Yield F Acc	-0.37	-1.25	-0.66	5.33	4.91	29/01/2021
TM UBSUKGbl Yield F Inc	-0.35	-1.20	-0.61	5.41	4.92	29/01/2021
TM UBSUKGbl Yield G Acc	-0.27	-1.22	-0.68	5.27	4.66	29/01/2021
TM UBSUKGbl Yield H Acc	-0.33	-1.26	-0.67	5.29	4.77	29/01/2021
TM UBSUKGbl Yield H Inc	-0.34	-1.27	-0.68	5.32	3.64	29/01/2021
TM UBSUKGbl Yield I Acc	-0.37	-1.25	-0.66	5.33	4.91	29/01/2021
TM UBSUKGbl Yield I Inc	-0.35	-1.20	-0.61	5.41	3.79	29/01/2021
TM Wharton Inc	0.06	-2.36	0.75	7.85	9.61	29/01/2021
TMNeuberger Berman Abs Alp F Acc	3.13	-3.55	4.41	4.21	20.33	29/01/2021
TMNeuberger Berman Abs Alp F Inc	3.13	-3.55	4.41	4.21	20.31	29/01/2021
TMNeuberger Berman Abs Alp P Acc	3.16	-3.49	4.36	4.06	20.01	29/01/2021
Trojan Ethical Income I Acc	-0.56	-1.99	-3.00	6.02	1.61	29/01/2021
Trojan Ethical Income I Inc	-0.56	-1.97	-3.00	6.02	1.62	29/01/2021
Trojan Ethical Income O Acc	-0.56	-1.97	-2.97	6.15	1.87	29/01/2021
Trojan Ethical Income O Inc	-0.55	-1.96	-2.96	6.15	1.87	29/01/2021
Trojan Ethical Income S Acc	-0.55	-1.97	-2.94	6.21	1.99	29/01/2021
Trojan Ethical Income S Inc	-0.56	-1.97	-2.94	6.22	1.99	29/01/2021
Trojan Ethical Income X Acc	-0.56	-1.97	-2.95	6.19	1.94	29/01/2021
Trojan Ethical Income X Inc	-0.56	-1.97	-2.96	6.18	1.94	29/01/2021
Trojan Ethical O Acc	0.38	-0.60	-0.62	2.21	1.23	29/01/2021
Trojan Ethical O Inc	0.38	-0.60	-0.62	2.21	1.23	29/01/2021
Trojan Ethical S Acc	0.38	-0.60	-0.61	2.27	1.35	29/01/2021
Trojan Ethical S Inc	0.39	-0.60	-0.60	2.28	1.35	29/01/2021
Trojan Ethical X Acc	0.38	-0.59	-0.61	2.25	1.30	29/01/2021
Trojan Ethical X Inc	0.38	-0.60	-0.61	2.25	1.30	29/01/2021
Trojan Global Equity I Acc	0.65	-2.33	-2.27	6.28	4.14	29/01/2021
Trojan Global Equity I Inc	0.65	-2.33	-2.27	6.28	4.14	29/01/2021
Trojan Global Equity O Acc	0.65	-2.32	-2.23	6.41	4.41	29/01/2021
Trojan Global Equity O Inc	0.65	-2.32	-2.23	6.41	4.40	29/01/2021
Trojan Global Equity S Acc	0.65	-2.32	-2.22	6.44	4.46	29/01/2021
Trojan Global Equity S Inc	0.65	-2.32	-2.22	6.44	4.46	29/01/2021
Trojan Global Income F Acc	-0.80	-0.82	-3.83	4.45	0.29	29/01/2021

Fund name	Crown rating	0-12m (%)	12-24m (%)	24-36m (%)	36-48m (%)	48-60m (%)
TM UBSUKGbl Eqty F Inc	1	2.57	16.92	-5.99	13.56	30.43
TM UBSUKGbl Fxd Inc E Acc	2	2.85	4.32	-0.86	0.48	1.85
TM UBSUKGbl Fxd Inc E Inc	2	2.88	4.31	-0.91	0.45	1.22
TM UBSUKGbl Growth B Acc	2	2.59	13.50	-5.34	9.93	20.91
TM UBSUKGbl Growth B Inc	2	2.49	13.47	-5.33	9.98	21.18
TM UBSUKGbl Growth C Acc	2	2.84	13.82	-5.13	10.34	21.18
TM UBSUKGbl Growth C Inc	2	2.84	13.80	-5.14	10.41	21.37
TM UBSUKGbl Growth F Acc	2	3.09	14.12	-4.93	10.67	21.52
TM UBSUKGbl Growth F Inc	2	3.14	14.08	-4.88	10.59	21.81
TM UBSUKGbl Growth G Acc	2	2.59	-	-	-	-
TM UBSUKGbl Growth G Inc	2	1.12	-	-	-	-
TM UBSUKGbl Growth H Acc	2	2.84	-	-	-	-
TM UBSUKGbl Growth H Inc	2	1.18	-	-	-	-
TM UBSUKGbl Growth I Acc	2	3.09	-	-	-	-
TM UBSUKGbl Growth I Inc	2	1.21	-	-	-	-
TM UBSUKGbl Yield B Acc	2	2.89	9.25	-3.57	5.16	10.82
TM UBSUKGbl Yield C Acc	2	3.11	9.53	-3.36	5.64	11.06
TM UBSUKGbl Yield C Inc	2	3.06	9.58	-3.40	5.59	11.68
TM UBSUKGbl Yield F Acc	2	3.38	9.79	-3.11	5.89	11.49
TM UBSUKGbl Yield F Inc	2	3.43	9.82	-3.06	5.96	11.91
TM UBSUKGbl Yield G Acc	2	2.89	-	-	-	-
TM UBSUKGbl Yield H Acc	2	3.11	-	-	-	-
TM UBSUKGbl Yield H Inc	2	0.26	-	-	-	-
TM UBSUKGbl Yield I Acc	2	3.38	-	-	-	-
TM UBSUKGbl Yield I Inc	2	0.61	-	-	-	-
TM Wharton Inc	2	5.12	14.69	-3.22	10.82	19.64
TMNeuberger Berman Abs Alp F Acc		11.62	-	-	-	-
TMNeuberger Berman Abs Alp F Inc		11.61	-	-	-	-
TMNeuberger Berman Abs Alp P Acc		11.02	-	-	-	-
Trojan Ethical Income I Acc		-8.20	22.01	-1.27	11.26	6.60
Trojan Ethical Income I Inc		-8.19	22.01	-1.10	11.56	7.18
Trojan Ethical Income O Acc		-7.74	22.61	-0.76	11.83	7.21
Trojan Ethical Income O Inc		-7.73	22.61	-0.76	11.83	7.41
Trojan Ethical Income S Acc		-7.50	22.92	-0.51	12.11	7.40
Trojan Ethical Income S Inc		-7.50	22.93	-0.52	12.11	7.65
Trojan Ethical Income X Acc		-	-	-	-	-
Trojan Ethical Income X Inc		-	-	-	-	-
Trojan Ethical O Acc		8.24	-	-	-	-
Trojan Ethical O Inc		8.24	-	-	-	-
Trojan Ethical S Acc		8.50	-	-	-	-
Trojan Ethical S Inc		8.50	-	-	-	-
Trojan Ethical X Acc		-	-	-	-	-
Trojan Ethical X Inc		-	-	-	-	-
Trojan Global Equity I Acc	4	6.26	27.97	0.56	13.64	21.89
Trojan Global Equity I Inc	4	6.26	27.97	0.56	13.63	21.89
Trojan Global Equity O Acc	4	6.79	28.61	1.06	14.21	22.49
Trojan Global Equity O Inc	4	6.79	28.61	1.06	14.20	22.50
Trojan Global Equity S Acc	4	6.90	28.74	1.16	14.32	22.69
Trojan Global Equity S Inc	4	6.90	28.74	1.16	14.32	22.69
Trojan Global Income F Acc	1	-1.99	23.11	1.08	9.33	-

Fund name	Currency	Minimum initial investment	Minimum top up	Standard initial charge (%)	Annual management charge (%)	Total expense ratio (%)	Ongoing charge (%)
TM UBSUKGbl Eqty F Inc	GBX	7,000	1,000	5.25	0.75	-	1.350
TM UBSUKGbl Fxd Inc E Acc	GBX	7,000	1,000	5.25	0.60	-	1.100
TM UBSUKGbl Fxd Inc E Inc	GBX	7,000	1,000	5.25	0.60	-	1.100
TM UBSUKGbl Growth B Acc	GBX	7,000	0	7.00	1.25	-	1.800
TM UBSUKGbl Growth B Inc	GBX	7,000	0	7.00	1.25	-	1.800
TM UBSUKGbl Growth C Acc	GBX	7,000	0	7.00	1.00	-	1.550
TM UBSUKGbl Growth C Inc	GBX	7,000	0	7.00	1.00	-	1.550
TM UBSUKGbl Growth F Acc	GBX	7,000	1,000	7.00	0.75	-	1.300
TM UBSUKGbl Growth F Inc	GBX	7,000	1,000	7.00	0.75	-	1.300
TM UBSUKGbl Growth G Acc	GBX	7,000	1,000	7.00	1.25	-	-
TM UBSUKGbl Growth G Inc	GBX	7,000	1,000	7.00	1.25	-	-
TM UBSUKGbl Growth H Acc	GBX	7,000	1,000	7.00	1.00	-	-
TM UBSUKGbl Growth H Inc	GBX	7,000	1,000	7.00	1.00	-	-
TM UBSUKGbl Growth I Acc	GBX	7,000	1,000	7.00	0.75	-	-
TM UBSUKGbl Growth I Inc	GBX	7,000	1,000	7.00	0.75	-	-
TM UBSUKGbl Yield B Acc	GBX	7,000	1,000	7.00	1.25	-	1.750
TM UBSUKGbl Yield C Acc	GBX	7,000	1,000	7.00	1.00	-	1.500
TM UBSUKGbl Yield C Inc	GBX	7,000	1,000	7.00	1.00	-	1.500
TM UBSUKGbl Yield F Acc	GBX	7,000	1,000	7.00	0.75	-	1.250
TM UBSUKGbl Yield F Inc	GBX	7,000	1,000	7.00	0.75	-	1.250
TM UBSUKGbl Yield G Acc	GBX	7,000	1,000	7.00	1.25	-	-
TM UBSUKGbl Yield H Acc	GBX	7,000	1,000	7.00	1.00	-	-
TM UBSUKGbl Yield H Inc	GBX	7,000	1,000	7.00	1.00	-	-
TM UBSUKGbl Yield I Acc	GBX	7,000	1,000	7.00	0.75	-	-
TM UBSUKGbl Yield I Inc	GBX	7,000	1,000	7.00	0.75	-	-
TM Wharton Inc	GBX	1,000,000	0	7.00	1.00	1.62	1.350
TMNeuberger Berman Abs Alp F Acc	GBX	5,000,000	100	3.00	0.65	-	0.800
TMNeuberger Berman Abs Alp F Inc	GBX	5,000,000	100	3.00	0.65	-	0.800
TMNeuberger Berman Abs Alp P Acc	GBX	50,000	100	3.00	1.24	-	1.390
Trojan Ethical Income I Acc	GBX	1,000	1,000	0.00	1.50	1.52	1.520
Trojan Ethical Income I Inc	GBX	1,000	1,000	0.00	1.50	1.52	1.520
Trojan Ethical Income O Acc	GBX	1,000	1,000	0.00	1.00	1.02	1.020
Trojan Ethical Income O Inc	GBX	1,000	1,000	0.00	1.00	1.02	1.020
Trojan Ethical Income S Acc	GBX	1,000	1,000	0.00	0.75	0.77	0.770
Trojan Ethical Income S Inc	GBX	1,000	1,000	0.00	0.75	0.77	0.770
Trojan Ethical Income X Acc	GBX	50,000,000	1,000	0.00	0.85	0.87	0.870
Trojan Ethical Income X Inc	GBX	50,000,000	1,000	0.00	0.85	0.87	0.870
Trojan Ethical O Acc	GBX	1,000	1,000	0.00	1.00	1.02	1.020
Trojan Ethical O Inc	GBX	1,000	1,000	0.00	1.00	1.02	1.020
Trojan Ethical S Acc	GBX	1,000	1,000	0.00	0.75	0.77	0.770
Trojan Ethical S Inc	GBX	1,000	1,000	0.00	0.75	0.77	0.770
Trojan Ethical X Acc	GBX	50,000,000	1,000	0.00	0.85	0.87	0.870
Trojan Ethical X Inc	GBX	50,000,000	1,000	0.00	0.85	0.87	0.870
Trojan Global Equity I Acc	GBX	1,000	1,000	0.00	1.35	1.42	1.420
Trojan Global Equity I Inc	GBX	1,000	1,000	0.00	1.35	1.42	1.420
Trojan Global Equity O Acc	GBX	1,000	1,000	0.00	0.85	0.92	0.920
Trojan Global Equity O Inc	GBX	1,000	1,000	0.00	0.85	0.92	0.920
Trojan Global Equity S Acc	GBX	1,000	1,000	0.00	0.75	0.82	0.820
Trojan Global Equity S Inc	GBX	1,000	1,000	0.00	0.75	0.82	0.820
Trojan Global Income F Acc	GBX	2,500,000	1,000	5.00	0.75	0.85	0.810

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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

MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

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