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 (%)
Aviva Inv MA Pl I (MPI) 2 Volatility Managed 4 2.20 1.06
Aviva Inv MA Pl I (MPI) 3 Volatility Managed 4 2.15 1.02
Aviva Inv MA Pl I (MPI) 9 Volatility Managed 4 2.40 1.26
Aviva Inv MA Pl II (MPII) 1 Volatility Managed 3 3.76 1.85
Aviva Inv MA Pl II (MPII) 2 Volatility Managed 3 3.95 2.00
Aviva Inv MA Pl II (MPII) 3 Volatility Managed 3 3.93 1.98
Aviva Inv MA Pl II (MPII) 9 Volatility Managed 3 4.15 2.18
Aviva Inv MA Pl III (MPIII) 1 Volatility Managed 4 4.34 2.17
Aviva Inv MA Pl III (MPIII) 2 Volatility Managed 4 4.59 2.25
Aviva Inv MA Pl III (MPIII) 3 Volatility Managed 4 4.56 2.23
Aviva Inv MA Pl III (MPIII) 9 Volatility Managed 4 4.80 2.41
Aviva Inv MA Pl IV (MPIV) 1 Volatility Managed 3 5.42 3.03
Aviva Inv MA Pl IV (MPIV) 2 Volatility Managed 3 5.11 2.32
Aviva Inv MA Pl IV (MPIV) 3 Volatility Managed 3 5.10 2.31
Aviva Inv MA Pl IV (MPIV) 9 Volatility Managed 3 5.33 2.47
Aviva Inv MA Pl V (MPV) 1 Volatility Managed 2 5.12 1.94
Aviva Inv MA Pl V (MPV) 2 Volatility Managed 2 5.34 2.07
Aviva Inv MA Pl V (MPV) 3 Volatility Managed 2 5.32 2.05
Aviva Inv MA Pl V (MPV) 9 Volatility Managed 2 5.59 2.24
Aviva Inv Managed High Income 1 Sterling Strategic Bond 1 4.14 2.60
Aviva Inv Managed High Income 2 Sterling Strategic Bond 1 4.40 3.40
Aviva Inv Managed High Income 3 Sterling Strategic Bond 1 4.71 3.70
Aviva Inv Ml Strat Tgt Inc 1 Targeted Absolute Return 1 -5.09 4.40
Aviva Inv Ml Strat Tgt Inc 2 Targeted Absolute Return 1 -4.87 4.30
Aviva Inv Ml Strat Tgt Inc 3 Targeted Absolute Return 1 -4.70 4.30
Aviva Inv Ml Strat Tgt Inc 5 Targeted Absolute Return 1 -4.78 4.30
Aviva Inv Ml Strat Tgt Inc 9 Targeted Absolute Return 1 -4.86 4.30
Aviva Inv Ml Strat Tgt Rtn 1 Targeted Absolute Return 3 0.02 0.60
Aviva Inv Ml Strat Tgt Rtn 2 Targeted Absolute Return 3 0.21 0.80
Aviva Inv Ml Strat Tgt Rtn 3 Targeted Absolute Return 3 0.43 1.00
Aviva Inv Ml Strat Tgt Rtn 5 Targeted Absolute Return 3 0.34 0.90
Aviva Inv Ml Strat Tgt Rtn 9 Targeted Absolute Return 3 0.26 0.80
Aviva Inv MM 20-60% shares 1 Mixed Investment 20-60% Shares 4 3.19 0.96
Aviva Inv MM 20-60% shares 2 Mixed Investment 20-60% Shares 4 3.39 1.15
Aviva Inv MM 20-60% shares 2 Inc Mixed Investment 20-60% Shares 4 3.39 1.15
Aviva Inv MM 20-60% shares 3 Mixed Investment 20-60% Shares 4 3.60 1.35
Aviva Inv MM 40-85% shares 1 Mixed Investment 40-85% Shares 2 4.47 1.40
Aviva Inv MM 40-85% shares 2 Mixed Investment 40-85% Shares 2 4.38 1.28
Aviva Inv MM 40-85% shares 2 Inc Mixed Investment 40-85% Shares 2 4.37 1.27
Aviva Inv MM 40-85% shares 3 Mixed Investment 40-85% Shares 2 4.37 1.29
Aviva Inv Monthly Inc Plus 1 Acc Sterling Corporate Bond 3 3.69 1.60
Aviva Inv Monthly Inc Plus 1 Inc Sterling Corporate Bond 3 3.69 1.60
Aviva Inv Monthly Inc Plus 2 Acc Sterling Corporate Bond 3 3.85 2.20
Aviva Inv Monthly Inc Plus 2 Inc Sterling Corporate Bond 3 3.85 2.20
Aviva Inv Monthly Inc Plus 3 Acc Sterling Corporate Bond 3 4.16 2.40
Aviva Inv Multi-asset Core I 1 Mixed Investment 0-35% Shares 0.00 0.00
Aviva Inv Multi-asset Core I 2 Mixed Investment 0-35% Shares 0.00 0.00
Aviva Inv Multi-asset Core I D Mixed Investment 0-35% Shares 0.00 0.00
Aviva Inv Multi-asset Core II 1 Mixed Investment 20-60% Shares 0.00 0.00
Aviva Inv Multi-asset Core II 2 Mixed Investment 20-60% Shares 0.00 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Aviva Inv MA Pl I (MPI) 2 -0.16 -0.33 -0.20 2.02 1.41 28/01/2021
Aviva Inv MA Pl I (MPI) 3 -0.17 -0.33 -0.21 2.01 1.39 28/01/2021
Aviva Inv MA Pl I (MPI) 9 -0.17 -0.33 -0.18 2.07 1.50 28/01/2021
Aviva Inv MA Pl II (MPII) 1 -0.31 -0.76 0.56 5.75 5.19 28/01/2021
Aviva Inv MA Pl II (MPII) 2 -0.31 -0.76 0.58 5.80 5.26 28/01/2021
Aviva Inv MA Pl II (MPII) 3 -0.31 -0.76 0.58 5.79 5.25 28/01/2021
Aviva Inv MA Pl II (MPII) 9 -0.31 -0.76 0.59 5.85 5.35 28/01/2021
Aviva Inv MA Pl III (MPIII) 1 -0.37 -0.99 0.93 7.66 7.15 28/01/2021
Aviva Inv MA Pl III (MPIII) 2 -0.37 -0.99 0.94 7.71 7.23 28/01/2021
Aviva Inv MA Pl III (MPIII) 3 -0.37 -1.00 0.94 7.70 7.22 28/01/2021
Aviva Inv MA Pl III (MPIII) 9 -0.37 -0.98 0.96 7.77 7.32 28/01/2021
Aviva Inv MA Pl IV (MPIV) 1 -0.43 -1.27 1.30 9.77 9.95 28/01/2021
Aviva Inv MA Pl IV (MPIV) 2 -0.42 -1.24 1.38 9.94 9.48 28/01/2021
Aviva Inv MA Pl IV (MPIV) 3 -0.43 -1.25 1.38 9.93 9.48 28/01/2021
Aviva Inv MA Pl IV (MPIV) 9 -0.43 -1.24 1.40 9.99 9.57 28/01/2021
Aviva Inv MA Pl V (MPV) 1 -0.49 -1.52 1.84 12.25 11.59 28/01/2021
Aviva Inv MA Pl V (MPV) 2 -0.50 -1.51 1.87 12.32 11.71 28/01/2021
Aviva Inv MA Pl V (MPV) 3 -0.49 -1.51 1.87 12.32 11.70 28/01/2021
Aviva Inv MA Pl V (MPV) 9 -0.49 -1.51 1.89 12.41 11.84 28/01/2021
Aviva Inv Managed High Income 1 -0.08 -0.28 -0.23 4.05 4.33 29/01/2021
Aviva Inv Managed High Income 2 -0.08 -0.26 -0.21 4.13 4.46 29/01/2021
Aviva Inv Managed High Income 3 -0.08 -0.26 -0.18 4.21 4.61 29/01/2021
Aviva Inv Ml Strat Tgt Inc 1 0.33 -0.84 -1.61 4.68 2.52 28/01/2021
Aviva Inv Ml Strat Tgt Inc 2 0.32 -0.83 -1.59 4.73 2.62 28/01/2021
Aviva Inv Ml Strat Tgt Inc 3 0.33 -0.82 -1.58 4.77 2.72 28/01/2021
Aviva Inv Ml Strat Tgt Inc 5 0.33 -0.83 -1.58 4.76 2.67 28/01/2021
Aviva Inv Ml Strat Tgt Inc 9 0.34 -0.82 -1.59 4.75 2.64 28/01/2021
Aviva Inv Ml Strat Tgt Rtn 1 0.24 -1.23 -1.55 4.19 2.17 28/01/2021
Aviva Inv Ml Strat Tgt Rtn 2 0.25 -1.23 -1.53 4.24 2.28 28/01/2021
Aviva Inv Ml Strat Tgt Rtn 3 0.24 -1.22 -1.52 4.30 2.38 28/01/2021
Aviva Inv Ml Strat Tgt Rtn 5 0.24 -1.22 -1.52 4.28 2.34 28/01/2021
Aviva Inv Ml Strat Tgt Rtn 9 0.25 -1.22 -1.52 4.25 2.29 28/01/2021
Aviva Inv MM 20-60% shares 1 -0.12 -1.32 0.06 5.74 5.76 29/01/2021
Aviva Inv MM 20-60% shares 2 -0.12 -1.31 0.08 5.80 5.88 29/01/2021
Aviva Inv MM 20-60% shares 2 Inc -0.13 -1.32 0.08 5.80 5.87 29/01/2021
Aviva Inv MM 20-60% shares 3 -0.12 -1.31 0.09 5.85 5.98 29/01/2021
Aviva Inv MM 40-85% shares 1 -0.11 -1.95 0.27 8.80 9.27 29/01/2021
Aviva Inv MM 40-85% shares 2 -0.11 -1.94 0.30 8.86 9.38 29/01/2021
Aviva Inv MM 40-85% shares 2 Inc -0.11 -1.94 0.29 8.86 9.38 29/01/2021
Aviva Inv MM 40-85% shares 3 -0.11 -1.93 0.31 8.92 9.49 29/01/2021
Aviva Inv Monthly Inc Plus 1 Acc -0.46 -0.27 -0.67 2.11 2.06 29/01/2021
Aviva Inv Monthly Inc Plus 1 Inc -0.46 -0.28 -0.67 2.10 2.06 29/01/2021
Aviva Inv Monthly Inc Plus 2 Acc -0.46 -0.26 -0.65 2.15 2.14 29/01/2021
Aviva Inv Monthly Inc Plus 2 Inc -0.46 -0.27 -0.66 2.15 2.13 29/01/2021
Aviva Inv Monthly Inc Plus 3 Acc -0.46 -0.27 -0.63 2.22 2.29 29/01/2021
Aviva Inv Multi-asset Core I 1 0.02 -0.33 -0.43 - - 28/01/2021
Aviva Inv Multi-asset Core I 2 0.02 -0.33 -0.43 - - 28/01/2021
Aviva Inv Multi-asset Core I D 0.02 -0.33 -0.41 - - 28/01/2021
Aviva Inv Multi-asset Core II 1 0.15 -0.85 -0.28 - - 28/01/2021
Aviva Inv Multi-asset Core II 2 0.15 -0.86 -0.27 - - 28/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Aviva Inv MA Pl I (MPI) 2 4 2.20 8.02 -2.58 3.19 6.99
Aviva Inv MA Pl I (MPI) 3 4 2.15 7.97 -2.62 3.14 6.95
Aviva Inv MA Pl I (MPI) 9 4 2.40 8.25 -2.39 3.43 7.32
Aviva Inv MA Pl II (MPII) 1 3 3.76 12.49 -5.14 6.69 11.96
Aviva Inv MA Pl II (MPII) 2 3 3.95 12.70 -4.81 7.33 12.24
Aviva Inv MA Pl II (MPII) 3 3 3.93 12.67 -4.86 7.29 12.20
Aviva Inv MA Pl II (MPII) 9 3 4.15 12.92 -4.65 7.56 12.55
Aviva Inv MA Pl III (MPIII) 1 4 4.34 14.38 -5.94 8.33 18.23
Aviva Inv MA Pl III (MPIII) 2 4 4.59 14.46 -5.55 9.34 18.35
Aviva Inv MA Pl III (MPIII) 3 4 4.56 14.44 -5.59 9.27 18.32
Aviva Inv MA Pl III (MPIII) 9 4 4.80 14.70 -5.38 9.60 18.62
Aviva Inv MA Pl IV (MPIV) 1 3 5.42 16.15 -6.54 10.15 21.34
Aviva Inv MA Pl IV (MPIV) 2 3 5.11 15.93 -6.23 10.98 22.05
Aviva Inv MA Pl IV (MPIV) 3 3 5.10 15.92 -6.27 10.92 22.04
Aviva Inv MA Pl IV (MPIV) 9 3 5.33 16.16 -6.09 11.23 22.33
Aviva Inv MA Pl V (MPV) 1 2 5.12 18.24 -8.03 13.19 26.62
Aviva Inv MA Pl V (MPV) 2 2 5.34 18.48 -7.65 14.09 27.42
Aviva Inv MA Pl V (MPV) 3 2 5.32 18.46 -7.69 14.01 27.39
Aviva Inv MA Pl V (MPV) 9 2 5.59 18.77 -7.44 14.34 27.71
Aviva Inv Managed High Income 1 1 4.14 10.39 -1.71 4.25 9.48
Aviva Inv Managed High Income 2 1 4.40 10.66 -1.28 5.03 10.13
Aviva Inv Managed High Income 3 1 4.71 11.00 -0.98 5.34 10.41
Aviva Inv Ml Strat Tgt Inc 1 1 -5.09 7.33 -5.27 0.95 -0.97
Aviva Inv Ml Strat Tgt Inc 2 1 -4.87 7.57 -5.07 1.15 -0.77
Aviva Inv Ml Strat Tgt Inc 3 1 -4.70 7.78 -4.87 1.36 -0.56
Aviva Inv Ml Strat Tgt Inc 5 1 -4.78 7.70 -4.96 1.27 -0.60
Aviva Inv Ml Strat Tgt Inc 9 1 -4.86 7.59 -5.04 1.19 -0.74
Aviva Inv Ml Strat Tgt Rtn 1 3 0.02 8.31 -6.69 1.64 -0.92
Aviva Inv Ml Strat Tgt Rtn 2 3 0.21 8.53 -6.50 1.83 -0.72
Aviva Inv Ml Strat Tgt Rtn 3 3 0.43 8.74 -6.30 2.05 -0.52
Aviva Inv Ml Strat Tgt Rtn 5 3 0.34 8.65 -6.39 1.95 -0.27
Aviva Inv Ml Strat Tgt Rtn 9 3 0.26 8.58 -6.46 1.87 -0.68
Aviva Inv MM 20-60% shares 1 4 3.19 13.09 -5.81 6.53 14.69
Aviva Inv MM 20-60% shares 2 4 3.39 13.33 -5.49 7.18 15.37
Aviva Inv MM 20-60% shares 2 Inc 4 3.39 13.33 -5.50 7.18 15.38
Aviva Inv MM 20-60% shares 3 4 3.60 13.56 -5.30 7.39 15.60
Aviva Inv MM 40-85% shares 1 2 4.47 15.87 -6.86 9.41 21.05
Aviva Inv MM 40-85% shares 2 2 4.38 16.08 -6.53 10.12 21.96
Aviva Inv MM 40-85% shares 2 Inc 2 4.37 16.09 -6.53 10.12 21.96
Aviva Inv MM 40-85% shares 3 2 4.37 16.31 -6.34 10.35 22.26
Aviva Inv Monthly Inc Plus 1 Acc 3 3.69 12.46 -1.23 5.43 6.72
Aviva Inv Monthly Inc Plus 1 Inc 3 3.69 12.44 -1.22 5.44 6.71
Aviva Inv Monthly Inc Plus 2 Acc 3 3.85 12.74 -0.89 5.95 7.14
Aviva Inv Monthly Inc Plus 2 Inc 3 3.85 12.74 -0.89 5.96 7.14
Aviva Inv Monthly Inc Plus 3 Acc 3 4.16 13.08 -0.60 6.27 7.40
Aviva Inv Multi-asset Core I 1 - - - - -
Aviva Inv Multi-asset Core I 2 - - - - -
Aviva Inv Multi-asset Core I D - - - - -
Aviva Inv Multi-asset Core II 1 - - - - -
Aviva Inv Multi-asset Core II 2 - - - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Aviva Inv MA Pl I (MPI) 2 GBX 500,000 25,000 0.00 0.49 - 0.550
Aviva Inv MA Pl I (MPI) 3 GBX 10,000,000 500,000 0.00 0.55 - 0.610
Aviva Inv MA Pl I (MPI) 9 GBX 100,000,000 1,000,000 0.00 0.24 - 0.300
Aviva Inv MA Pl II (MPII) 1 GBX 1,000 250 0.00 0.73 1.76 0.810
Aviva Inv MA Pl II (MPII) 2 GBX 500,000 25,000 0.00 0.50 - 0.580
Aviva Inv MA Pl II (MPII) 3 GBX 10,000,000 500,000 0.00 0.53 0.95 0.610
Aviva Inv MA Pl II (MPII) 9 GBX 100,000,000 1,000,000 0.00 0.25 - 0.330
Aviva Inv MA Pl III (MPIII) 1 GBX 1,000 250 0.00 0.73 1.67 0.810
Aviva Inv MA Pl III (MPIII) 2 GBX 500,000 25,000 0.00 0.50 - 0.580
Aviva Inv MA Pl III (MPIII) 3 GBX 10,000,000 500,000 0.00 0.53 - 0.610
Aviva Inv MA Pl III (MPIII) 9 GBX 100,000,000 1,000,000 0.00 0.25 - 0.330
Aviva Inv MA Pl IV (MPIV) 1 GBX 1,000 250 0.00 0.73 1.75 0.820
Aviva Inv MA Pl IV (MPIV) 2 GBX 500,000 25,000 0.00 0.51 - 0.600
Aviva Inv MA Pl IV (MPIV) 3 GBX 10,000,000 500,000 0.00 0.53 0.90 0.620
Aviva Inv MA Pl IV (MPIV) 9 GBX 100,000,000 1,000,000 0.00 0.26 - 0.350
Aviva Inv MA Pl V (MPV) 1 GBX 1,000 250 0.00 0.75 1.72 0.830
Aviva Inv MA Pl V (MPV) 2 GBX 500,000 25,000 0.00 0.53 - 0.600
Aviva Inv MA Pl V (MPV) 3 GBX 10,000,000 500,000 0.00 0.55 0.97 0.630
Aviva Inv MA Pl V (MPV) 9 GBX 100,000,000 1,000,000 0.00 0.28 - 0.350
Aviva Inv Managed High Income 1 GBX 1,000 250 0.00 0.87 1.38 0.880
Aviva Inv Managed High Income 2 GBX 500,000 25,000 0.00 0.62 0.63 0.630
Aviva Inv Managed High Income 3 GBX 10,000,000 500,000 0.00 0.32 0.33 0.330
Aviva Inv Ml Strat Tgt Inc 1 GBX 1,000 250 0.00 1.00 - 1.000
Aviva Inv Ml Strat Tgt Inc 2 GBX 500,000 25,000 0.00 0.80 - 0.800
Aviva Inv Ml Strat Tgt Inc 3 GBX 5,000,000 250,000 0.00 0.58 - 0.580
Aviva Inv Ml Strat Tgt Inc 5 GBX 10,000,000 500,000 0.00 0.65 - 0.650
Aviva Inv Ml Strat Tgt Inc 9 GBX 100,000,000 1,000,000 0.00 0.75 - 0.750
Aviva Inv Ml Strat Tgt Rtn 1 GBX 1,000 250 0.00 1.10 - 1.100
Aviva Inv Ml Strat Tgt Rtn 2 GBX 500,000 25,000 0.00 0.85 - 0.850
Aviva Inv Ml Strat Tgt Rtn 3 GBX 5,000,000 250,000 0.00 0.58 - 0.580
Aviva Inv Ml Strat Tgt Rtn 5 GBX 100,000,000 1,000,000 0.00 0.70 - 0.700
Aviva Inv Ml Strat Tgt Rtn 9 GBX 100,000,000 1,000,000 0.00 0.80 - 0.800
Aviva Inv MM 20-60% shares 1 GBX 1,000 250 0.00 1.14 2.14 1.600
Aviva Inv MM 20-60% shares 2 GBX 500,000 25,000 0.00 0.89 1.39 1.350
Aviva Inv MM 20-60% shares 2 Inc GBX 500,000 25,000 0.00 0.89 - 1.400
Aviva Inv MM 20-60% shares 3 GBX 10,000,000 500,000 0.00 0.64 1.14 1.100
Aviva Inv MM 40-85% shares 1 GBX 1,000 250 0.00 1.14 2.27 1.690
Aviva Inv MM 40-85% shares 2 GBX 500,000 25,000 0.00 0.89 1.52 1.440
Aviva Inv MM 40-85% shares 2 Inc GBX 500,000 250,000 0.00 0.89 - 1.500
Aviva Inv MM 40-85% shares 3 GBX 10,000,000 500,000 0.00 0.64 1.27 1.190
Aviva Inv Monthly Inc Plus 1 Acc GBX 1,000 250 0.00 0.77 1.13 0.770
Aviva Inv Monthly Inc Plus 1 Inc GBX 1,000 250 0.00 0.77 1.13 0.770
Aviva Inv Monthly Inc Plus 2 Acc GBX 500,000 25,000 0.00 0.63 - 0.630
Aviva Inv Monthly Inc Plus 2 Inc GBX 500,000 25,000 0.00 0.63 - 0.630
Aviva Inv Monthly Inc Plus 3 Acc GBX 10,000,000 500,000 0.00 0.33 0.33 0.330
Aviva Inv Multi-asset Core I 1 GBX 5,000 0 0.00 0.30 - 0.300
Aviva Inv Multi-asset Core I 2 GBX 500,000 0 0.00 0.15 - 0.150
Aviva Inv Multi-asset Core I D GBX 0 0 0.00 0.06 - 0.057
Aviva Inv Multi-asset Core II 1 GBX 5,000 0 0.00 0.30 - 0.300
Aviva Inv Multi-asset Core II 2 GBX 500,000 0 0.00 0.15 - 0.150
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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