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 (%)
Wesleyan UK Growth A Acc UK All Companies 2 -13.97 1.60
Wesleyan UK Growth B Acc UK All Companies 2 -14.18 1.30
Wesleyan UK Growth X Acc UK All Companies 2 -13.75 1.80
Worldwide Growth Trust A2000 Global 2 7.08 1.07
WSSF 1 Conservative Pfl Inst Acc Mixed Investment 20-60% Shares 2 -2.34 2.22
WSSF 1 Conservative Pfl Inst Inc Mixed Investment 20-60% Shares 2 -2.36 2.26
WSSF 1 Conservative Pfl Ret Acc Mixed Investment 20-60% Shares 2 -3.29 2.24
WSSF 1 Conservative Pfl X Inc Mixed Investment 20-60% Shares 2 -3.10 2.27
WSSF 2 Defensive Pfl Inst Acc Mixed Investment 20-60% Shares 2 -1.14 2.63
WSSF 2 Defensive Pfl Inst Inc Mixed Investment 20-60% Shares 2 -1.17 2.68
WSSF 2 Defensive Pfl Ret Acc Mixed Investment 20-60% Shares 2 -2.20 2.65
WSSF 2 Defensive Pfl X Acc Mixed Investment 20-60% Shares 2 -1.97 2.65
WSSF 2 Defensive Pfl X Inc Mixed Investment 20-60% Shares 2 -2.05 2.72
WSSF 3 Balanced Pfl Inst Acc Mixed Investment 20-60% Shares 2 1.78 2.46
WSSF 3 Balanced Pfl Inst Inc Mixed Investment 20-60% Shares 2 1.83 2.50
WSSF 3 Balanced Pfl Ret Acc Mixed Investment 20-60% Shares 2 0.81 2.48
WSSF 3 Balanced Pfl Ret Inc Mixed Investment 20-60% Shares 2 0.82 2.52
WSSF 3 Balanced Pfl X Acc Mixed Investment 20-60% Shares 2 0.99 2.48
WSSF 3 Balanced Pfl X Inc Mixed Investment 20-60% Shares 2 0.91 2.51
WSSF 4 Progressive Pfl Inst Acc Mixed Investment 40-85% Shares 3 -3.10 2.60
WSSF 4 Progressive Pfl Inst Inc Mixed Investment 40-85% Shares 3 -3.12 2.64
WSSF 4 Progressive Pfl Ret Acc Mixed Investment 40-85% Shares 3 -4.09 2.61
WSSF 4 Progressive Pfl Ret Inc Mixed Investment 40-85% Shares 3 -4.00 2.66
WSSF 4 Progressive Pfl X Acc Mixed Investment 40-85% Shares 3 -3.87 2.61
WSSF 4 Progressive Pfl X Inc Mixed Investment 40-85% Shares 3 -3.88 2.65
WSSF 5 Aggressive Pfl Inst Acc Mixed Investment 40-85% Shares 2 -2.78 2.55
WSSF 5 Aggressive Pfl Inst Inc Mixed Investment 40-85% Shares 2 -2.81 2.60
WSSF 5 Aggressive Pfl Ret Acc Mixed Investment 40-85% Shares 2 -4.00 2.57
WSSF 5 Aggressive Pfl X Acc Mixed Investment 40-85% Shares 2 -3.74 2.57
WSSF 5 Aggressive Pfl X Inc Mixed Investment 40-85% Shares 2 -3.74 2.61
Your Portfolio II 1 Mixed Investment 0-35% Shares 3 3.28 1.01
Your Portfolio II 2 Mixed Investment 0-35% Shares 3 3.29 1.02
Your Portfolio III 1 Mixed Investment 20-60% Shares 2 6.80 1.14
Your Portfolio III 2 Mixed Investment 20-60% Shares 2 7.02 1.33
Your Portfolio IV 1 Mixed Investment 40-85% Shares 1 9.39 0.85
Your Portfolio IV 2 Mixed Investment 40-85% Shares 1 9.81 1.24
Your Portfolio V 1 Mixed Investment 40-85% Shares 2 11.91 0.72
Your Portfolio V 2 Mixed Investment 40-85% Shares 2 12.36 1.15
Your Portfolio VI 1 Mixed Investment 40-85% Shares 3 13.78 0.47
Zurich Hrzn Mthly Inc + Z Acc Sterling Strategic Bond 7.34 4.54
Zurich Hrzn Mthly Inc + Z Inc Sterling Strategic Bond 7.77 4.54
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Wesleyan UK Growth A Acc -0.08 -3.18 -2.81 22.57 11.62 29/01/2021
Wesleyan UK Growth B Acc -0.08 -3.18 -2.83 22.49 11.48 29/01/2021
Wesleyan UK Growth X Acc -0.08 -3.17 -2.79 22.65 11.76 29/01/2021
Worldwide Growth Trust A2000 -0.77 -1.87 0.90 14.33 21.02 29/01/2021
WSSF 1 Conservative Pfl Inst Acc 0.07 -0.49 -0.21 -2.07 -1.73 23/11/2018
WSSF 1 Conservative Pfl Inst Inc 0.08 -0.53 -0.23 -2.04 -1.70 23/11/2018
WSSF 1 Conservative Pfl Ret Acc 0.08 -0.53 -0.23 -2.29 -2.15 23/11/2018
WSSF 1 Conservative Pfl X Inc 0.09 -0.46 -0.18 -2.20 -2.04 23/11/2018
WSSF 2 Defensive Pfl Inst Acc 0.19 0.13 1.95 0.77 -1.63 25/01/2019
WSSF 2 Defensive Pfl Inst Inc 0.24 0.24 1.99 0.78 -1.57 25/01/2019
WSSF 2 Defensive Pfl Ret Acc 0.14 0.07 1.79 0.57 -2.13 25/01/2019
WSSF 2 Defensive Pfl X Acc 0.14 0.07 1.84 0.56 -2.04 25/01/2019
WSSF 2 Defensive Pfl X Inc 0.18 0.09 1.81 0.44 -2.07 25/01/2019
WSSF 3 Balanced Pfl Inst Acc -0.78 0.06 2.42 0.97 -3.69 08/02/2019
WSSF 3 Balanced Pfl Inst Inc -0.73 0.07 2.55 1.05 -3.64 08/02/2019
WSSF 3 Balanced Pfl Ret Acc -0.80 0.06 2.41 0.75 -4.16 08/02/2019
WSSF 3 Balanced Pfl Ret Inc -0.79 0.08 2.46 0.78 -4.16 08/02/2019
WSSF 3 Balanced Pfl X Acc -0.79 0.06 2.38 0.80 -4.04 08/02/2019
WSSF 3 Balanced Pfl X Inc -0.79 0.00 2.44 0.77 -4.12 08/02/2019
WSSF 4 Progressive Pfl Inst Acc 0.16 -0.37 3.88 0.59 -4.54 25/01/2019
WSSF 4 Progressive Pfl Inst Inc 0.14 -0.42 3.87 0.53 -4.55 25/01/2019
WSSF 4 Progressive Pfl Ret Acc 0.12 -0.41 3.74 0.30 -5.06 25/01/2019
WSSF 4 Progressive Pfl Ret Inc 0.16 -0.39 3.78 0.31 -5.05 25/01/2019
WSSF 4 Progressive Pfl X Acc 0.18 -0.41 3.82 0.35 -4.94 25/01/2019
WSSF 4 Progressive Pfl X Inc 0.15 -0.38 3.83 0.31 -4.94 25/01/2019
WSSF 5 Aggressive Pfl Inst Acc 0.31 -1.71 -0.76 -6.90 -5.28 23/11/2018
WSSF 5 Aggressive Pfl Inst Inc 0.27 -1.77 -0.86 -6.91 -5.29 23/11/2018
WSSF 5 Aggressive Pfl Ret Acc 0.23 -1.80 -0.91 -7.21 -5.91 23/11/2018
WSSF 5 Aggressive Pfl X Acc 0.28 -1.77 -0.89 -7.11 -5.73 23/11/2018
WSSF 5 Aggressive Pfl X Inc 0.22 -1.81 -1.02 -7.17 -5.79 23/11/2018
Your Portfolio II 1 0.08 0.24 0.82 1.40 2.42 24/08/2017
Your Portfolio II 2 0.00 0.25 0.82 1.41 2.42 24/08/2017
Your Portfolio III 1 0.08 0.23 0.83 1.75 3.17 24/08/2017
Your Portfolio III 2 0.07 0.22 0.83 1.82 3.31 24/08/2017
Your Portfolio IV 1 0.07 0.21 0.84 2.21 3.77 24/08/2017
Your Portfolio IV 2 0.00 0.21 0.84 2.27 3.96 24/08/2017
Your Portfolio V 1 0.00 0.20 0.79 2.54 4.36 24/08/2017
Your Portfolio V 2 0.00 0.19 0.85 2.66 4.53 24/08/2017
Your Portfolio VI 1 0.00 0.25 1.22 3.21 4.99 24/08/2017
Zurich Hrzn Mthly Inc + Z Acc -0.02 - 0.31 1.59 4.62 27/09/2019
Zurich Hrzn Mthly Inc + Z Inc -0.02 - 0.31 2.01 5.03 27/09/2019
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Wesleyan UK Growth A Acc 2 -13.97 11.60 -7.23 13.64 18.41
Wesleyan UK Growth B Acc 2 -14.18 11.32 -7.46 13.36 18.15
Wesleyan UK Growth X Acc 2 -13.75 11.88 -7.00 13.93 -
Worldwide Growth Trust A2000 2 7.08 18.67 -3.75 13.19 23.95
WSSF 1 Conservative Pfl Inst Acc 2 -2.34 4.53 6.68 2.20 4.61
WSSF 1 Conservative Pfl Inst Inc 2 -2.36 4.65 6.55 - -
WSSF 1 Conservative Pfl Ret Acc 2 -3.29 3.56 7.76 1.41 3.39
WSSF 1 Conservative Pfl X Inc 2 -3.10 3.57 8.22 1.48 3.76
WSSF 2 Defensive Pfl Inst Acc 2 -1.14 4.14 12.83 -2.25 8.50
WSSF 2 Defensive Pfl Inst Inc 2 -1.17 4.28 12.98 -2.00 8.44
WSSF 2 Defensive Pfl Ret Acc 2 -2.20 3.19 11.64 -3.37 7.45
WSSF 2 Defensive Pfl X Acc 2 -1.97 3.37 11.96 -2.98 7.64
WSSF 2 Defensive Pfl X Inc 2 -2.05 3.36 11.63 -2.99 7.70
WSSF 3 Balanced Pfl Inst Acc 2 1.78 3.56 20.36 -3.65 10.74
WSSF 3 Balanced Pfl Inst Inc 2 1.83 3.58 20.21 -3.55 10.68
WSSF 3 Balanced Pfl Ret Acc 2 0.81 2.56 19.25 -4.66 9.66
WSSF 3 Balanced Pfl Ret Inc 2 0.82 2.53 19.73 -4.40 9.95
WSSF 3 Balanced Pfl X Acc 2 0.99 2.72 19.89 -4.43 9.89
WSSF 3 Balanced Pfl X Inc 2 0.91 2.78 19.93 -4.44 9.84
WSSF 4 Progressive Pfl Inst Acc 3 -3.10 10.08 22.63 -4.53 9.97
WSSF 4 Progressive Pfl Inst Inc 3 -3.12 10.04 22.73 -4.66 10.05
WSSF 4 Progressive Pfl Ret Acc 3 -4.09 8.83 21.27 -5.65 8.91
WSSF 4 Progressive Pfl Ret Inc 3 -4.00 8.67 21.61 -5.42 9.31
WSSF 4 Progressive Pfl X Acc 3 -3.87 9.05 21.56 -5.41 9.05
WSSF 4 Progressive Pfl X Inc 3 -3.88 9.05 21.52 -5.39 9.07
WSSF 5 Aggressive Pfl Inst Acc 2 -2.78 12.27 16.50 3.50 7.36
WSSF 5 Aggressive Pfl Inst Inc 2 -2.81 12.24 16.79 3.49 7.34
WSSF 5 Aggressive Pfl Ret Acc 2 -4.00 11.02 15.15 2.15 6.12
WSSF 5 Aggressive Pfl X Acc 2 -3.74 11.41 15.40 2.43 6.38
WSSF 5 Aggressive Pfl X Inc 2 -3.74 11.32 15.42 2.42 -
Your Portfolio II 1 3 3.28 7.01 2.58 5.86 -
Your Portfolio II 2 3 3.29 7.03 2.59 5.88 -
Your Portfolio III 1 2 6.80 6.84 3.17 7.39 -
Your Portfolio III 2 2 7.02 7.00 3.45 7.60 -
Your Portfolio IV 1 1 9.39 7.47 2.78 8.71 -
Your Portfolio IV 2 1 9.81 7.88 3.13 9.24 -
Your Portfolio V 1 2 11.91 8.82 2.53 9.95 -
Your Portfolio V 2 2 12.36 9.39 2.95 10.40 -
Your Portfolio VI 1 3 13.78 11.24 2.30 9.43 -
Zurich Hrzn Mthly Inc + Z Acc 7.34 -2.84 - - -
Zurich Hrzn Mthly Inc + Z Inc 7.77 -2.84 - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Wesleyan UK Growth A Acc GBX 500 250 3.00 1.25 1.44 1.440
Wesleyan UK Growth B Acc GBX 500 250 3.00 1.50 - 1.690
Wesleyan UK Growth X Acc GBX 500 250 3.00 1.00 - 1.190
Worldwide Growth Trust A2000 GBP 100,000 0 5.00 0.73 1.38 1.010
WSSF 1 Conservative Pfl Inst Acc GBX 10,000,000 1,000,000 0.00 0.00 - 0.290
WSSF 1 Conservative Pfl Inst Inc GBX 10,000,000 1,000,000 0.00 0.00 - 0.290
WSSF 1 Conservative Pfl Ret Acc GBX 1,000 500 0.00 1.25 - 1.560
WSSF 1 Conservative Pfl X Inc GBX 1,000 500 0.00 1.00 - 1.310
WSSF 2 Defensive Pfl Inst Acc GBX 10,000,000 1,000,000 0.00 0.00 - 0.210
WSSF 2 Defensive Pfl Inst Inc GBX 10,000,000 1,000,000 0.00 0.00 - 0.210
WSSF 2 Defensive Pfl Ret Acc GBX 1,000 500 0.00 1.25 - 1.460
WSSF 2 Defensive Pfl X Acc GBX 1,000 500 0.00 1.00 - 1.210
WSSF 2 Defensive Pfl X Inc GBX 1,000 500 0.00 1.00 - 1.210
WSSF 3 Balanced Pfl Inst Acc GBX 10,000,000 1,000,000 0.00 0.00 - 0.270
WSSF 3 Balanced Pfl Inst Inc GBX 10,000,000 1,000,000 0.00 0.00 - 0.270
WSSF 3 Balanced Pfl Ret Acc GBX 1,000 500 0.00 1.25 - 1.520
WSSF 3 Balanced Pfl Ret Inc GBX 1,000 500 0.00 1.25 - 1.520
WSSF 3 Balanced Pfl X Acc GBX 1,000 500 0.00 1.00 - 1.270
WSSF 3 Balanced Pfl X Inc GBX 1,000 500 0.00 1.00 - 1.270
WSSF 4 Progressive Pfl Inst Acc GBX 10,000,000 1,000,000 0.00 0.00 - 0.290
WSSF 4 Progressive Pfl Inst Inc GBX 10,000,000 1,000,000 0.00 0.00 - 0.290
WSSF 4 Progressive Pfl Ret Acc GBX 1,000 500 0.00 1.25 - 1.540
WSSF 4 Progressive Pfl Ret Inc GBX 1,000 500 0.00 1.25 - 1.540
WSSF 4 Progressive Pfl X Acc GBX 1,000 500 0.00 1.00 - 1.300
WSSF 4 Progressive Pfl X Inc GBX 1,000 500 0.00 1.00 - 1.300
WSSF 5 Aggressive Pfl Inst Acc GBX 10,000,000 1,000,000 0.00 0.00 - 0.260
WSSF 5 Aggressive Pfl Inst Inc GBX 10,000,000 1,000,000 0.00 0.00 - 0.260
WSSF 5 Aggressive Pfl Ret Acc GBX 1,000 500 0.00 1.25 - 1.510
WSSF 5 Aggressive Pfl X Acc GBX 1,000 500 0.00 1.00 - 1.260
WSSF 5 Aggressive Pfl X Inc GBX 1,000 500 0.00 1.00 - 1.260
Your Portfolio II 1 GBX 0 0 - 0.40 - 0.630
Your Portfolio II 2 GBX 0 0 - 0.40 - -
Your Portfolio III 1 GBX 0 0 - 0.75 - -
Your Portfolio III 2 GBX 0 0 - 0.50 - -
Your Portfolio IV 1 GBX 0 0 - 1.00 - 1.500
Your Portfolio IV 2 GBX 0 0 - 0.50 - -
Your Portfolio V 1 GBX 0 0 - 1.00 - 1.550
Your Portfolio V 2 GBX 0 0 - 0.50 - -
Your Portfolio VI 1 GBX 0 0 - 1.00 - 1.600
Zurich Hrzn Mthly Inc + Z Acc GBX 1,000,000 50,000 0.00 0.70 - 0.700
Zurich Hrzn Mthly Inc + Z Inc GBX 1,000,000 50,000 0.00 0.70 0.70 0.700
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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