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 (%)
Brooks Macdonald SG A A Flexible Investment 3 11.23 0.94
Brooks Macdonald SG B A Flexible Investment 3 10.36 0.32
Brooks Macdonald SG BH A$ Flexible Investment 3 5.92 0.28
Brooks Macdonald SG BH A€ Flexible Investment 3 15.06 0.29
Bute Inc Flexible Investment 0.00 0.00
CAF UK Equitrack I Acc UK All Companies -8.97 2.80
CAF UK Equitrack I Inc UK All Companies -9.02 2.80
CAF UK Equitrack R Acc UK All Companies -9.09 2.60
CAF UK Equitrack R Inc UK All Companies -9.15 2.60
Canlife UK Property Jersey Acc UK Direct Property -9.41 0.00
Canlife UK Property Jersey Inc UK Direct Property -9.38 0.00
Capital Link Growth Acc Mixed Investment 20-60% Shares 3 6.44 0.00
Capital Link Growth Inc Mixed Investment 20-60% Shares 3 6.44 0.00
Carvetian Aetos Mixed Investment 40-85% Shares 3 10.89 0.63
Carvetian Andromeda Growth Mixed Investment 40-85% Shares 4 8.76 0.24
Carvetian Andromeda Growth UK Equity Income 0.00 1.20
Carvetian Andromeda Income UK Equity Income 0.00 3.49
Carvetian Andromeda Income Mixed Investment 40-85% Shares 1 -4.06 2.92
Carvetian Bedin 1 Inc Flexible Investment 0.00 0.00
Carvetian Capital Flexible Investment 2 16.03 0.61
Carvetian CCM Golden Leaves INT Mixed Investment 20-60% Shares 0.00 0.56
Carvetian CCM Golden Leaves Trust Mixed Investment 20-60% Shares 0.00 0.82
Carvetian Edenbeg Mixed Investment 40-85% Shares 3 7.70 0.93
Carvetian Explorer Growth Flexible Investment 1 3.67 1.48
Carvetian Fenix Balanced Mixed Investment 40-85% Shares 3 12.70 1.12
Carvetian Freesia Flexible Investment 4 2.28 1.25
Carvetian Generation Flexible Investment 3 9.99 1.06
Carvetian Havenrock Mixed Investment 40-85% Shares 2 6.03 1.49
Carvetian Juno Mixed Investment 40-85% Shares 1 10.59 0.33
Carvetian Keel Bal Mixed Investment 20-60% Shares 8.57 1.41
Carvetian Los Palomas Flexible Investment 5 9.76 0.00
Carvetian LT Growth Global 3 6.23 0.25
Carvetian Lundy Mixed Investment 20-60% Shares 5 11.47 0.36
Carvetian Marley Investment Mixed Investment 40-85% Shares 2 9.20 0.59
Carvetian Marten Flexible Investment 1 -5.93 3.27
Carvetian Merrijig Inc Global 2 7.75 0.79
Carvetian Nineteen Eighty Nine UK Equity & Bond Income 4 5.21 0.91
Carvetian Nineteen Eighty Nine Acc UK Equity & Bond Income 4 5.17 0.91
Carvetian Phase Investment Global 3 10.92 0.97
Carvetian Savanna Inc Mixed Investment 40-85% Shares 3 13.81 0.12
Carvetian Stair House UK Equity & Bond Income 5 8.70 0.50
Carvetian The Aspen Mixed Investment 20-60% Shares 5 8.93 0.14
Carvetian The Lowesby Balanced UK Equity & Bond Income 5 6.23 1.45
Carvetian The Lowesby Growth UK Equity & Bond Income 5 7.97 0.75
Carvetian The New Shoots UK Equity & Bond Income 5 5.48 0.82
Carvetian The Shakespeare Head Flexible Investment 4 12.99 0.88
Carvetian The Walnut Mixed Investment 20-60% Shares 2 13.69 0.00
Carvetian The Wyke Flexible Investment 4 8.35 0.34
Carvetian Welldry Flexible Investment 1 2.21 0.28
Cazenove Anla Mixed Investment 40%-85% Share 4 2.57 0.80
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Brooks Macdonald SG A A -1.15 -2.78 0.47 11.16 13.75 29/01/2021
Brooks Macdonald SG B A -1.19 -2.80 0.40 10.86 13.30 29/01/2021
Brooks Macdonald SG BH A$ -1.25 -3.20 -1.33 4.28 7.24 29/01/2021
Brooks Macdonald SG BH A€ -1.06 -3.45 -2.15 8.30 10.00 29/01/2021
Bute Inc 2.95 - 3.94 10.43 17.91 14/01/2021
CAF UK Equitrack I Acc -0.32 -2.73 -2.65 17.40 8.71 29/01/2021
CAF UK Equitrack I Inc -0.33 -2.77 -2.71 17.40 8.53 29/01/2021
CAF UK Equitrack R Acc -0.32 -2.75 -2.67 17.42 9.35 29/01/2021
CAF UK Equitrack R Inc -0.33 -2.77 -2.72 17.37 9.36 29/01/2021
Canlife UK Property Jersey Acc 0.75 0.78 0.98 0.45 -0.61 30/11/2020
Canlife UK Property Jersey Inc 0.27 0.30 0.50 -0.04 -1.13 30/11/2020
Capital Link Growth Acc 0.42 - 0.49 0.85 0.35 21/01/2021
Capital Link Growth Inc 0.42 - 0.49 0.85 0.35 21/01/2021
Carvetian Aetos 0.98 0.98 2.89 9.04 12.61 26/01/2021
Carvetian Andromeda Growth 0.28 -2.22 1.82 9.83 8.52 29/01/2021
Carvetian Andromeda Growth -2.20 -2.20 - - - 18/06/2015
Carvetian Andromeda Income -1.28 -1.28 - - - 18/06/2015
Carvetian Andromeda Income 0.01 -1.89 0.39 7.43 4.25 29/01/2021
Carvetian Bedin 1 Inc 0.20 0.20 1.53 -0.98 - 15/11/2019
Carvetian Capital -2.37 -2.37 1.04 8.47 13.52 29/01/2021
Carvetian CCM Golden Leaves INT 2.51 2.51 3.44 -7.06 -3.65 11/05/2020
Carvetian CCM Golden Leaves Trust -0.48 -0.48 -2.45 -1.99 5.00 18/11/2019
Carvetian Edenbeg -2.34 -2.16 -0.37 7.64 8.84 29/01/2021
Carvetian Explorer Growth 0.04 0.04 0.80 6.48 6.76 27/01/2021
Carvetian Fenix Balanced -2.43 -1.28 -0.60 8.79 11.30 29/01/2021
Carvetian Freesia -3.03 -3.03 0.29 7.82 2.28 28/01/2021
Carvetian Generation -1.61 -1.61 0.35 5.55 8.44 29/01/2021
Carvetian Havenrock -0.27 -0.27 1.41 7.25 9.31 27/01/2021
Carvetian Juno -0.53 -1.31 1.00 7.84 8.71 29/01/2021
Carvetian Keel Bal -0.40 -0.40 0.24 5.62 5.80 27/01/2021
Carvetian Los Palomas 1.52 1.52 0.78 4.33 7.09 26/01/2021
Carvetian LT Growth -2.17 -1.66 -0.09 6.91 9.29 29/01/2021
Carvetian Lundy 0.12 0.12 0.94 6.27 7.50 26/01/2021
Carvetian Marley Investment 0.44 0.44 0.94 6.56 8.99 26/01/2021
Carvetian Marten -2.39 -2.39 0.56 12.60 4.78 28/01/2021
Carvetian Merrijig Inc -1.23 -1.23 0.78 6.04 6.19 28/01/2021
Carvetian Nineteen Eighty Nine 0.33 -2.37 0.50 9.29 6.93 29/01/2021
Carvetian Nineteen Eighty Nine Acc 0.32 -2.40 0.45 9.34 6.92 29/01/2021
Carvetian Phase Investment -1.64 -1.58 0.50 4.04 5.39 29/01/2021
Carvetian Savanna Inc -2.16 -2.16 0.12 6.87 10.64 29/01/2021
Carvetian Stair House 0.21 -2.21 -0.16 7.26 4.83 29/01/2021
Carvetian The Aspen -0.55 -0.55 0.85 5.49 4.46 27/01/2021
Carvetian The Lowesby Balanced -1.26 -1.07 0.06 3.56 4.41 29/01/2021
Carvetian The Lowesby Growth -1.74 -1.48 0.43 8.90 11.93 29/01/2021
Carvetian The New Shoots -0.88 -0.88 0.37 6.08 7.04 28/01/2021
Carvetian The Shakespeare Head -2.29 -2.08 2.11 6.99 9.92 29/01/2021
Carvetian The Walnut -1.39 -1.39 1.68 6.21 5.38 27/01/2021
Carvetian The Wyke 0.07 0.07 0.49 6.49 5.08 26/01/2021
Carvetian Welldry 0.21 0.21 0.57 3.37 5.56 25/01/2021
Cazenove Anla 0.63 0.63 -0.52 -0.82 -0.91 14/08/2014
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Brooks Macdonald SG A A 3 11.23 14.93 -4.29 15.32 16.06
Brooks Macdonald SG B A 3 10.36 14.01 -4.97 14.40 15.22
Brooks Macdonald SG BH A$ 3 5.92 16.84 3.09 2.91 31.29
Brooks Macdonald SG BH A€ 3 15.06 9.60 -7.22 16.58 27.04
Bute Inc - - - - -
CAF UK Equitrack I Acc -8.97 14.82 -7.23 12.60 -
CAF UK Equitrack I Inc -9.02 14.83 -7.23 12.61 -
CAF UK Equitrack R Acc -9.09 14.62 -7.25 12.35 21.89
CAF UK Equitrack R Inc -9.15 14.68 -7.22 12.29 21.97
Canlife UK Property Jersey Acc -9.41 -0.75 8.87 5.93 1.59
Canlife UK Property Jersey Inc -9.38 -0.91 9.42 5.17 1.53
Capital Link Growth Acc 3 6.44 2.30 2.03 -0.08 5.78
Capital Link Growth Inc 3 6.44 2.30 2.03 -0.08 5.78
Carvetian Aetos 3 10.89 13.24 -4.68 8.52 17.98
Carvetian Andromeda Growth 4 8.76 17.73 -1.40 8.27 17.63
Carvetian Andromeda Growth - - - - -
Carvetian Andromeda Income - - - - -
Carvetian Andromeda Income 1 -4.06 12.31 -3.86 4.25 11.00
Carvetian Bedin 1 Inc - - - - -
Carvetian Capital 2 16.03 16.18 -9.19 8.72 18.02
Carvetian CCM Golden Leaves INT - - - - -
Carvetian CCM Golden Leaves Trust - - - - -
Carvetian Edenbeg 3 7.70 15.46 -6.41 10.84 19.06
Carvetian Explorer Growth 1 3.67 6.97 -1.44 9.50 6.20
Carvetian Fenix Balanced 3 12.70 14.96 -8.00 1.02 12.70
Carvetian Freesia 4 2.28 21.41 -0.71 6.93 24.19
Carvetian Generation 3 9.99 12.13 -6.62 5.59 14.40
Carvetian Havenrock 2 6.03 12.92 -4.09 8.92 11.97
Carvetian Juno 1 10.59 12.08 -7.86 1.75 12.38
Carvetian Keel Bal 8.57 - - - -
Carvetian Los Palomas 5 9.76 18.93 -2.80 6.93 15.19
Carvetian LT Growth 3 6.23 10.89 -4.26 - -
Carvetian Lundy 5 11.47 10.83 -4.96 6.38 12.87
Carvetian Marley Investment 2 9.20 9.45 -5.55 6.72 12.48
Carvetian Marten 1 -5.93 16.95 -4.86 7.50 23.32
Carvetian Merrijig Inc 2 7.75 12.53 -3.42 6.22 19.50
Carvetian Nineteen Eighty Nine 4 5.21 17.23 -7.92 5.86 13.76
Carvetian Nineteen Eighty Nine Acc 4 5.17 - - - -
Carvetian Phase Investment 3 10.92 11.71 -6.50 7.16 16.75
Carvetian Savanna Inc 3 13.81 13.47 -8.18 0.85 11.42
Carvetian Stair House 5 8.70 10.35 -4.35 5.95 9.82
Carvetian The Aspen 5 8.93 11.61 -5.54 5.66 15.96
Carvetian The Lowesby Balanced 5 6.23 16.58 -3.99 12.49 15.62
Carvetian The Lowesby Growth 5 7.97 17.33 -5.78 14.27 18.40
Carvetian The New Shoots 5 5.48 13.74 -4.27 10.58 13.53
Carvetian The Shakespeare Head 4 12.99 18.91 -9.21 8.52 16.85
Carvetian The Walnut 2 13.69 5.14 -7.52 3.79 13.13
Carvetian The Wyke 4 8.35 12.97 -5.15 7.57 18.30
Carvetian Welldry 1 2.21 8.98 -5.51 1.14 23.52
Cazenove Anla 4 2.57 22.16 13.03 - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Brooks Macdonald SG A A GBX 1,000 1,000 0.00 0.50 - 1.197
Brooks Macdonald SG B A GBX 1,000 1,000 5.00 1.25 - 1.947
Brooks Macdonald SG BH A$ USX 1,000 1,000 5.00 1.25 - 1.997
Brooks Macdonald SG BH A€ EUX 1,000 1,000 5.00 1.25 - 1.997
Bute Inc GBX 5,000,000 1,000,000 7.50 1.10 - 1.470
CAF UK Equitrack I Acc GBX 1,000,000 20,000 0.00 - - 0.180
CAF UK Equitrack I Inc GBX 1,000,000 20,000 0.00 - - 0.180
CAF UK Equitrack R Acc GBX 1,000 1,000 0.00 - - 0.320
CAF UK Equitrack R Inc GBX 1,000 1,000 0.00 - - 0.320
Canlife UK Property Jersey Acc GBX 75,000 10,000 5.00 1.50 1.87 -
Canlife UK Property Jersey Inc GBX 75,000 10,000 5.00 1.50 1.87 -
Capital Link Growth Acc GBX 1,000,000 100,000 5.00 - - 1.860
Capital Link Growth Inc GBX 1,000,000 0 5.00 0.15 - 1.860
Carvetian Aetos GBX 1,000,000 500,000 5.00 0.17 - 1.410
Carvetian Andromeda Growth GBX 100,000 100,000 7.50 1.16 - 1.370
Carvetian Andromeda Growth GBX 100,000 0 7.50 1.16 - -
Carvetian Andromeda Income GBX 100,000 0 7.50 1.16 - -
Carvetian Andromeda Income GBX 100,000 100,000 7.50 1.16 - 1.320
Carvetian Bedin 1 Inc GBX 0 0 - - - -
Carvetian Capital GBX 100,000 10,000 5.00 1.25 - 1.260
Carvetian CCM Golden Leaves INT GBX 0 0 - - - -
Carvetian CCM Golden Leaves Trust GBX 10,000,000 0 5.00 0.15 - 0.960
Carvetian Edenbeg GBX 1,000,000 500,000 5.00 0.17 - 1.030
Carvetian Explorer Growth GBX 100,000 0 7.00 0.81 - 0.900
Carvetian Fenix Balanced GBX 10,000 5,000 1.00 1.25 - 0.900
Carvetian Freesia GBX 100,000 10,000 5.00 0.05 - 0.830
Carvetian Generation GBX 10,000 1,000 5.00 1.25 - 1.310
Carvetian Havenrock GBX 100,000 10,000 5.00 0.15 - 1.330
Carvetian Juno GBX 100,000 10,000 5.00 0.50 - 1.260
Carvetian Keel Bal GBX 100,000 0 7.00 0.81 - 0.910
Carvetian Los Palomas GBX 100,000 10,000 5.00 0.17 - 1.830
Carvetian LT Growth GBX 100,000 10,000 5.00 0.19 - 1.590
Carvetian Lundy GBX 1,000,000 500,000 5.00 0.17 - 1.250
Carvetian Marley Investment GBX 1,000,000 500,000 5.00 0.17 - 1.330
Carvetian Marten GBX 100,000 0 7.50 1.30 - 1.600
Carvetian Merrijig Inc GBX 100,000 10,000 5.00 0.05 - 1.170
Carvetian Nineteen Eighty Nine GBX 100,000 10,000 5.00 1.25 - 0.750
Carvetian Nineteen Eighty Nine Acc GBX 100,000 10,000 5.00 1.25 - 0.750
Carvetian Phase Investment GBX 1,000,000 100,000 5.00 1.50 - 1.060
Carvetian Savanna Inc GBX 100,000 10,000 5.00 1.25 - 1.460
Carvetian Stair House GBX 100,000 10,000 5.00 1.25 - 1.130
Carvetian The Aspen GBX 100,000 10,000 7.50 0.17 - 1.180
Carvetian The Lowesby Balanced GBX 100,000 10,000 5.00 0.53 - 0.710
Carvetian The Lowesby Growth GBX 100,000 10,000 5.00 0.97 - 1.030
Carvetian The New Shoots GBX 100,000 10,000 5.00 1.25 - 1.590
Carvetian The Shakespeare Head GBX 1,000,000 100,000 5.00 2.00 - 1.060
Carvetian The Walnut GBX 100,000 10,000 7.50 0.17 - 1.430
Carvetian The Wyke GBX 100,000 10,000 5.00 0.17 - 1.220
Carvetian Welldry GBX 100,000 10,000 5.00 0.06 - 1.620
Cazenove Anla GBX 0 0 - 0.55 0.96 -
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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