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 (%)
VT Johnstn Mul-Ast Bal A Inc Mixed Investment 40-85% Shares 0.00 0.00
VT Johnstn Mul-Ast Cauts A Acc Mixed Investment 20-60% Shares 0.00 0.00
VT Johnstn Mul-Ast Cauts A Inc Mixed Investment 20-60% Shares 0.00 0.00
VT Kepler Alternative Growth A Acc Specialist 0.00 0.00
VT Kepler Alternative Growth B Acc Specialist 0.00 0.00
VT Kepler Alternative Growth C Acc Specialist 0.00 0.00
VT Kepler Alternative Growth M Acc Specialist -2.49 0.00
VT Kepler Alternative Growth Z Acc Specialist -3.02 0.00
VT KMGIMMHiRi A Acc Mixed Investment 40-85% Shares 7.75 0.00
VT KMGIMMHiRi A Inc Mixed Investment 40-85% Shares 0.00 0.00
VT Lyndon A Acc Global 0.00 0.00
VT Lyndon A Inc Global 0.00 0.00
VT Lyndon B Acc Global -8.91 0.00
VT Lyndon B Inc Global 17.17 0.00
VT Lyndon C Acc Global -8.24 0.00
VT Lyndon C Inc Global 0.00 0.00
VT MA DRP III Platform Mixed Investment 20-60% Shares 3 -1.51 1.21
VT MA DRP III Ret Mixed Investment 20-60% Shares 3 -0.80 1.72
VT MA DRP IV Platform Mixed Investment 20-60% Shares 2 -2.54 0.00
VT MA DRP IV Ret Mixed Investment 20-60% Shares 2 -2.07 1.89
VT MA DRP V Platform Mixed Investment 40-85% Shares 2 -3.44 1.59
VT MA DRP V Ret Mixed Investment 40-85% Shares 2 -2.77 2.06
VT MA DRP VI Platform Mixed Investment 40-85% Shares 2 -4.37 0.00
VT MA DRP VI Ret Mixed Investment 40-85% Shares 2 -4.09 1.98
VT MA DRP VII Platform Mixed Investment 40-85% Shares 1 -4.76 1.56
VT MA DRP VII Ret Mixed Investment 40-85% Shares 1 -4.11 2.00
VT MA DRP VIII Platform Mixed Investment 40-85% Shares 2 -5.67 1.37
VT MA DRP VIII Ret Mixed Investment 40-85% Shares 2 -5.20 1.82
VT Munro Smart-Beta UK A Acc UK All Companies 1 -14.29 3.68
VT Munro Smart-Beta UK A Inc UK All Companies 1 -14.72 3.78
VT Munro Smart-Beta UK X Acc UK All Companies 1 -13.44 3.65
VT Munro Smart-Beta UK X Inc UK All Companies 1 -13.88 3.76
VT NrCpAtEq A Acc Global 0.00 0.00
VT PEF Global Multi-Asset A Acc Flexible Investment 1 -2.40 0.00
VT PM GBP Cr Balanced Mixed Investment 20-60% Shares 0.00 0.00
VT PM GBP Cr Cautious Mixed Investment 0-35% Shares 0.00 0.00
VT PM GBP CrAssrtve Mixed Investment 40-85% Shares 0.00 0.00
VT PPM Global Dynamic A A £ Mixed Investment 40-85% Shares 8.68 0.00
VT Price Value Portfolio A EUR Global 1 7.43 0.00
VT Price Value Portfolio A GBP Global 1 7.49 0.00
VT Price Value Portfolio A Inc GBP Global 1 7.51 0.00
VT Price Value Portfolio A USD Global 1 7.21 0.00
VT Price Value Portfolio B EUR Global 1 4.59 0.00
VT Price Value Portfolio B GBP Global 1 7.76 0.00
VT Price Value Portfolio B Inc GBP Global 1 7.76 0.00
VT Price Value Portfolio B USD Global 1 7.48 0.00
VT Price Value Portfolio C Acc EUR Global 1 4.59 0.00
VT Price Value Portfolio C Acc GBP Global 1 8.30 0.00
VT Price Value Portfolio C Acc USD Global 1 8.02 0.00
VT Proprietary 1 A Global 1 -5.95 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
VT Johnstn Mul-Ast Bal A Inc -1.45 -2.45 -0.97 4.26 3.61 29/01/2021
VT Johnstn Mul-Ast Cauts A Acc -0.75 -1.37 -0.12 4.60 3.95 29/01/2021
VT Johnstn Mul-Ast Cauts A Inc -1.43 -2.04 -0.80 3.90 3.32 29/01/2021
VT Kepler Alternative Growth A Acc 0.00 - 0.00 0.00 0.00 30/09/2016
VT Kepler Alternative Growth B Acc 0.00 - 0.00 0.00 0.00 30/09/2016
VT Kepler Alternative Growth C Acc 0.00 - 0.00 0.00 0.00 30/09/2016
VT Kepler Alternative Growth M Acc -0.29 - -0.29 -1.32 -1.43 30/09/2016
VT Kepler Alternative Growth Z Acc -0.63 - -0.63 -1.65 -1.82 30/09/2016
VT KMGIMMHiRi A Acc -1.15 -2.41 1.08 8.20 10.46 29/01/2021
VT KMGIMMHiRi A Inc 0.00 0.00 0.00 0.00 0.00 29/01/2021
VT Lyndon A Acc 0.00 0.00 0.00 0.00 0.00 29/01/2021
VT Lyndon A Inc 0.00 0.00 0.00 0.00 0.00 29/01/2021
VT Lyndon B Acc 0.56 -0.43 -2.49 16.67 21.22 29/01/2021
VT Lyndon B Inc 0.56 -0.43 -2.49 16.68 21.23 29/01/2021
VT Lyndon C Acc 0.56 -0.41 -2.42 16.89 21.68 29/01/2021
VT Lyndon C Inc 0.00 0.00 0.00 0.00 0.00 29/01/2021
VT MA DRP III Platform 0.00 - 0.56 -0.68 -2.81 29/01/2019
VT MA DRP III Ret 0.00 - 0.60 -0.53 -2.47 29/01/2019
VT MA DRP IV Platform 0.00 - 1.89 -0.76 -4.06 29/01/2019
VT MA DRP IV Ret 0.00 - 1.88 -0.71 -3.93 29/01/2019
VT MA DRP V Platform 0.00 - 2.20 -1.18 -5.00 29/01/2019
VT MA DRP V Ret 0.00 - 2.23 -1.06 -4.70 29/01/2019
VT MA DRP VI Platform 0.00 - 3.09 -0.55 -5.42 29/01/2019
VT MA DRP VI Ret 0.00 - 2.95 -0.72 -5.41 29/01/2019
VT MA DRP VII Platform 0.00 - 3.24 -0.56 -6.01 29/01/2019
VT MA DRP VII Ret 0.00 - 3.26 -0.46 -5.72 29/01/2019
VT MA DRP VIII Platform 0.00 - 3.90 0.42 -5.56 29/01/2019
VT MA DRP VIII Ret 0.00 - 3.89 0.38 -5.42 29/01/2019
VT Munro Smart-Beta UK A Acc -0.61 -3.18 -2.50 22.30 8.90 29/01/2021
VT Munro Smart-Beta UK A Inc -0.65 -3.21 -2.54 22.26 8.86 29/01/2021
VT Munro Smart-Beta UK X Acc -0.61 -3.16 -2.42 22.60 9.45 29/01/2021
VT Munro Smart-Beta UK X Inc -0.65 -3.20 -2.46 22.54 9.40 29/01/2021
VT NrCpAtEq A Acc -0.85 -3.02 -0.12 11.13 16.51 29/01/2021
VT PEF Global Multi-Asset A Acc -0.20 -1.41 -1.84 3.18 2.41 29/01/2021
VT PM GBP Cr Balanced -0.47 -1.53 - - - 29/01/2021
VT PM GBP Cr Cautious -0.23 -0.43 - - - 29/01/2021
VT PM GBP CrAssrtve -0.74 -2.82 - - - 29/01/2021
VT PPM Global Dynamic A A £ -0.56 -1.51 0.51 9.63 10.67 29/01/2021
VT Price Value Portfolio A EUR 0.41 -2.89 -4.19 -4.30 -8.64 29/01/2021
VT Price Value Portfolio A GBP 0.03 -2.98 -4.18 -4.31 -8.43 29/01/2021
VT Price Value Portfolio A Inc GBP 0.03 -2.98 -4.18 -4.31 -8.43 29/01/2021
VT Price Value Portfolio A USD 0.40 -3.11 -4.42 -4.85 -8.58 29/01/2021
VT Price Value Portfolio B EUR 0.13 -0.63 -2.49 -2.18 -2.60 29/01/2021
VT Price Value Portfolio B GBP 0.04 -2.97 -4.16 -4.25 -8.32 29/01/2021
VT Price Value Portfolio B Inc GBP 0.04 -2.97 -4.16 -4.25 -8.32 29/01/2021
VT Price Value Portfolio B USD 0.40 -3.10 -4.40 -4.79 -8.47 29/01/2021
VT Price Value Portfolio C Acc EUR 0.13 -0.63 -2.49 -2.18 -2.60 29/01/2021
VT Price Value Portfolio C Acc GBP 0.04 -2.96 -4.12 -4.13 -8.09 29/01/2021
VT Price Value Portfolio C Acc USD 0.40 -3.09 -4.36 -4.67 -8.24 29/01/2021
VT Proprietary 1 A -0.16 -0.63 -0.80 6.64 4.94 28/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
VT Johnstn Mul-Ast Bal A Inc - - - - -
VT Johnstn Mul-Ast Cauts A Acc - - - - -
VT Johnstn Mul-Ast Cauts A Inc - - - - -
VT Kepler Alternative Growth A Acc 0.00 0.00 - - -
VT Kepler Alternative Growth B Acc 0.00 0.00 - - -
VT Kepler Alternative Growth C Acc 0.00 0.00 - - -
VT Kepler Alternative Growth M Acc -2.49 3.96 - - -
VT Kepler Alternative Growth Z Acc -3.02 3.62 - - -
VT KMGIMMHiRi A Acc 7.75 - - - -
VT KMGIMMHiRi A Inc 0.00 - - - -
VT Lyndon A Acc 0.00 - - - -
VT Lyndon A Inc 0.00 - - - -
VT Lyndon B Acc -8.91 - - - -
VT Lyndon B Inc 17.17 - - - -
VT Lyndon C Acc -8.24 - - - -
VT Lyndon C Inc 0.00 - - - -
VT MA DRP III Platform 3 -1.51 0.71 10.68 -4.90 10.93
VT MA DRP III Ret 3 -0.80 1.39 11.34 -4.32 11.30
VT MA DRP IV Platform 2 -2.54 2.46 -0.43 -3.10 0.00
VT MA DRP IV Ret 2 -2.07 2.73 15.02 -6.22 11.22
VT MA DRP V Platform 2 -3.44 4.05 19.96 -8.34 11.27
VT MA DRP V Ret 2 -2.77 4.79 20.70 -7.79 11.78
VT MA DRP VI Platform 2 -4.37 5.27 1.97 0.00 0.00
VT MA DRP VI Ret 2 -4.09 6.03 25.87 -9.85 10.04
VT MA DRP VII Platform 1 -4.76 6.26 28.84 -12.63 10.99
VT MA DRP VII Ret 1 -4.11 6.97 29.27 -12.11 11.44
VT MA DRP VIII Platform 2 -5.67 8.21 35.00 -14.82 11.06
VT MA DRP VIII Ret 2 -5.20 8.57 34.82 -14.31 11.68
VT Munro Smart-Beta UK A Acc 1 -14.29 10.56 -8.95 11.33 26.02
VT Munro Smart-Beta UK A Inc 1 -14.72 10.58 -8.92 11.39 25.99
VT Munro Smart-Beta UK X Acc 1 -13.44 11.61 -8.07 12.46 26.92
VT Munro Smart-Beta UK X Inc 1 -13.88 11.62 -8.07 12.48 26.90
VT NrCpAtEq A Acc - - - - -
VT PEF Global Multi-Asset A Acc 1 -2.40 4.38 -7.94 - -
VT PM GBP Cr Balanced - - - - -
VT PM GBP Cr Cautious - - - - -
VT PM GBP CrAssrtve - - - - -
VT PPM Global Dynamic A A £ 8.68 - - - -
VT Price Value Portfolio A EUR 1 7.43 15.17 -13.72 13.50 35.46
VT Price Value Portfolio A GBP 1 7.49 15.09 -13.94 13.83 35.43
VT Price Value Portfolio A Inc GBP 1 7.51 15.09 -13.94 15.85 -
VT Price Value Portfolio A USD 1 7.21 15.07 -13.84 13.93 34.14
VT Price Value Portfolio B EUR 1 4.59 -2.58 -1.17 3.00 11.83
VT Price Value Portfolio B GBP 1 7.76 15.37 -13.73 14.12 2.56
VT Price Value Portfolio B Inc GBP 1 7.76 15.37 -13.73 14.77 -
VT Price Value Portfolio B USD 1 7.48 15.36 -13.62 14.25 17.25
VT Price Value Portfolio C Acc EUR 1 4.59 -2.58 -1.17 3.00 11.83
VT Price Value Portfolio C Acc GBP 1 8.30 15.95 -13.29 14.69 36.44
VT Price Value Portfolio C Acc USD 1 8.02 15.94 -13.19 14.82 35.14
VT Proprietary 1 A 1 -5.95 10.27 -3.91 6.30 32.18
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
VT Johnstn Mul-Ast Bal A Inc GBX 1,000 500 0.00 0.10 1.06 1.060
VT Johnstn Mul-Ast Cauts A Acc GBX 1,000 500 0.00 0.10 1.13 1.130
VT Johnstn Mul-Ast Cauts A Inc GBX 1,000 500 0.00 0.10 1.13 1.130
VT Kepler Alternative Growth A Acc GBX 1,000,000 10,000 5.00 0.50 2.03 2.030
VT Kepler Alternative Growth B Acc GBX 100,000 10,000 5.00 0.80 2.33 2.330
VT Kepler Alternative Growth C Acc GBX 1,000 1,000 5.00 1.00 2.53 2.530
VT Kepler Alternative Growth M Acc GBX 0 0 5.00 0.00 1.53 1.530
VT Kepler Alternative Growth Z Acc GBX 10,000,000 100,000 5.00 0.30 1.83 1.830
VT KMGIMMHiRi A Acc GBX 1,000 50 0.00 0.35 1.00 1.000
VT KMGIMMHiRi A Inc GBX 1,000 50 0.00 0.35 1.00 1.000
VT Lyndon A Acc GBX 20,000 100 0.00 1.00 1.29 1.290
VT Lyndon A Inc GBX 20,000 100 0.00 1.00 1.29 1.290
VT Lyndon B Acc GBX 1,000,000 10,000 0.00 0.75 1.04 1.040
VT Lyndon B Inc GBX 1,000,000 10,000 0.00 0.75 1.04 1.040
VT Lyndon C Acc GBX 20,000 100 0.00 0.00 0.29 0.290
VT Lyndon C Inc GBX 20,000 100 0.00 0.00 0.29 0.290
VT MA DRP III Platform GBX 25,000 5,000 5.00 0.95 1.07 1.070
VT MA DRP III Ret GBX 3,000 1,000 5.00 0.20 0.32 0.320
VT MA DRP IV Platform GBX 25,000 1,000 5.00 0.95 1.31 1.310
VT MA DRP IV Ret GBX 3,000 1,000 5.00 0.20 0.56 0.560
VT MA DRP V Platform GBX 25,000 1,000 5.00 0.95 1.02 1.020
VT MA DRP V Ret GBX 3,000 1,000 5.00 0.20 0.27 0.272
VT MA DRP VI Platform GBX 25,000 1,000 5.00 0.95 1.17 1.170
VT MA DRP VI Ret GBX 3,000 1,000 5.00 0.20 0.42 0.420
VT MA DRP VII Platform GBX 25,000 1,000 5.00 0.95 1.15 1.150
VT MA DRP VII Ret GBX 3,000 1,000 5.00 0.20 0.40 0.400
VT MA DRP VIII Platform GBX 25,000 1,000 5.00 0.95 1.66 1.660
VT MA DRP VIII Ret GBX 3,000 1,000 5.00 0.20 0.91 0.910
VT Munro Smart-Beta UK A Acc GBX 1,000 1,000 5.00 1.50 1.86 1.864
VT Munro Smart-Beta UK A Inc GBX 1,000 1,000 5.00 1.50 1.86 1.864
VT Munro Smart-Beta UK X Acc GBX 250 100 0.00 0.50 0.86 0.864
VT Munro Smart-Beta UK X Inc GBX 250 100 0.00 0.50 0.86 0.864
VT NrCpAtEq A Acc GBX 1,000 100 0.00 0.65 1.52 1.520
VT PEF Global Multi-Asset A Acc GBX 100 100 0.00 0.90 1.31 1.313
VT PM GBP Cr Balanced GBX 1,000 100 0.00 0.40 0.99 0.990
VT PM GBP Cr Cautious GBX 1,000 100 0.00 0.40 0.75 0.750
VT PM GBP CrAssrtve GBX 1,000 100 0.00 0.40 1.14 1.140
VT PPM Global Dynamic A A £ GBX 1,000 500 0.00 0.50 1.20 1.200
VT Price Value Portfolio A EUR EUX 1,000 1,000 0.00 0.75 1.66 1.658
VT Price Value Portfolio A GBP GBX 1,000 1,000 0.00 0.75 1.66 1.658
VT Price Value Portfolio A Inc GBP GBX 1,000 1,000 0.00 0.75 1.66 1.658
VT Price Value Portfolio A USD USX 1,000 1,000 0.00 0.75 1.66 1.658
VT Price Value Portfolio B EUR EUX 1,000,000 0 0.00 0.50 1.41 1.408
VT Price Value Portfolio B GBP GBX 1,000,000 0 0.00 0.50 1.41 1.408
VT Price Value Portfolio B Inc GBP GBX 1,000,000 0 0.00 0.50 1.41 1.408
VT Price Value Portfolio B USD USX 1,000,000 0 0.00 0.50 1.41 1.408
VT Price Value Portfolio C Acc EUR EUX 1,000 1,000 0.00 0.00 0.91 0.908
VT Price Value Portfolio C Acc GBP GBX 1,000 1,000 0.00 0.00 0.91 0.908
VT Price Value Portfolio C Acc USD USX 1,000 1,000 0.00 0.00 0.91 0.908
VT Proprietary 1 A GBX 1,000,000 100,000 10.00 0.50 1.42 1.416
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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