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 (%)
Epworth Corp Bd For Charities R A Sterling Corporate Bond 4 2.87 0.00
Epworth Gbl Eq For Charities R Global 13.49 0.00
Epworth Gbl Eq For Charities R A Global 13.51 0.00
Epworth Ml Asst For Charities R I Mixed Investment 40-85% Shares 2.43 0.00
Epworth Sovereign Bd For Charities UK Gilts 2 2.84 0.00
Epworth UK Equity For Charities R UK All Companies 3 -5.47 0.00
Epworth UK Equity For Charities R A UK All Companies 3 -5.44 0.00
Equitile Resilience A1 GBP Global 1 12.15 0.00
Equitile Resilience Fdr A Acc GBP Global Equity Income 1 15.75 0.00
Equitile Resilience Fdr B H G A EUR Global Equity Income 1 9.55 0.00
Equitile Resilience Fdr C H G A USD Global Equity Income 1 15.56 0.00
Equitile Resilience Fdr E H G A NOK Global Equity Income 1 5.45 0.00
Equitile Resilience X3 USD Global 1 23.31 0.00
ES AB Concntd Gbl Eq I Acc Global 0.00 0.00
ES AB Concntd Gbl Eq Z Acc Global 0.00 0.00
ES AB Concntd US Eq I Acc North America 0.00 0.00
ES AB Concntd US Eq Z Acc North America 0.00 0.00
ES AB Europe ex UK Eq F Acc GBP Europe Excluding UK 0.73 2.04
ES AB Europe ex UK Eq F Inc EUR Europe Excluding UK 0.77 0.47
ES AB Europe ex UK Eq F Inc GBP Europe Excluding UK -0.08 0.77
ES AB Europe ex UK Eq F Inc USD Europe Excluding UK 0.53 0.55
ES AB Europe ex UK Eq I Acc GBP Europe Excluding UK 0.37 1.79
ES AB Europe ex UK Eq I Inc GBP Europe Excluding UK 0.10 0.27
ES AB Europe ex UK Eq Z Acc GBP Europe Excluding UK 1.09 2.23
ES AB Lo Vol Gbl Eq I Acc Global 0.00 0.00
ES AB Lo Vol Gbl Eq I Inc Global 0.00 0.00
ES AB Lo Vol Gbl Eq Z Acc Global 0.00 0.00
ES AB Sust US Eq E Acc North America 0.00 0.00
ES AB Sust US Eq E Inc North America 0.00 0.00
ES AB Sust US Eq I Acc North America 0.00 0.00
ES AB Sust US Eq I Inc North America 0.00 0.00
ES AB Sust US Eq Z Acc North America 0.00 0.00
ES Ardevora UK Income Inst Acc UK Equity Income 3 -10.12 2.40
ES Ardevora UK Income Inst Inc UK Equity Income 3 -10.14 2.40
ES Ardevora UK Income Ret Acc UK Equity Income 3 -10.35 2.40
ES BkrStlGld&PrcsMts A Specialist 1 32.34 0.00
ES BkrStlGld&PrcsMts B Specialist 1 33.05 0.00
ES BkrStlGld&PrcsMts S Specialist 1 0.00 0.00
ES Investec W&I Bal A Acc Volatility Managed 0.00 2.08
ES Investec W&I Bal A Inc Volatility Managed 0.00 2.08
ES Investec W&I Bal W Acc Volatility Managed 0.00 2.08
ES Investec W&I Bal W Inc Volatility Managed 0.00 2.08
ES Investec W&I Caut A Acc Volatility Managed 0.00 2.20
ES Investec W&I Caut A Inc Volatility Managed 0.00 2.20
ES Investec W&I Caut W A Volatility Managed 0.00 2.20
ES Investec W&I Caut W I Volatility Managed 0.00 0.80
ES Investec W&I Gro A Acc Volatility Managed 0.00 1.98
ES Investec W&I Gro A Inc Volatility Managed 0.00 1.98
ES Investec W&I Gro W Acc Volatility Managed 0.00 1.98
ES Investec W&I Gro W Inc Volatility Managed 0.00 1.98
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Epworth Corp Bd For Charities R A -0.69 0.19 -1.12 1.32 0.26 28/01/2021
Epworth Gbl Eq For Charities R 0.26 -2.46 -0.74 10.31 11.68 28/01/2021
Epworth Gbl Eq For Charities R A 0.25 -2.46 -0.74 10.31 11.69 28/01/2021
Epworth Ml Asst For Charities R I -0.20 -1.49 -0.16 9.72 8.22 28/01/2021
Epworth Sovereign Bd For Charities -0.13 0.50 -0.76 -0.57 -1.71 28/01/2021
Epworth UK Equity For Charities R -0.66 -2.02 0.21 16.68 11.58 28/01/2021
Epworth UK Equity For Charities R A -0.65 -2.02 0.21 16.69 11.60 28/01/2021
Equitile Resilience A1 GBP -0.75 -4.36 -0.85 7.55 12.28 29/01/2021
Equitile Resilience Fdr A Acc GBP -1.69 -2.39 1.20 3.27 13.07 03/12/2019
Equitile Resilience Fdr B H G A EUR -2.14 -2.90 -0.00 -3.09 8.18 03/12/2019
Equitile Resilience Fdr C H G A USD -2.28 -3.55 0.93 -3.46 10.81 03/12/2019
Equitile Resilience Fdr E H G A NOK -2.56 -3.72 -0.19 -4.39 4.39 03/12/2019
Equitile Resilience X3 USD -0.74 -4.35 -1.01 7.16 11.92 29/01/2021
ES AB Concntd Gbl Eq I Acc 0.15 -2.51 -0.88 9.51 12.31 29/01/2021
ES AB Concntd Gbl Eq Z Acc 0.07 -2.57 -0.87 9.63 12.61 29/01/2021
ES AB Concntd US Eq I Acc 0.93 -2.10 -2.54 8.02 12.01 29/01/2021
ES AB Concntd US Eq Z Acc 0.92 -2.09 -2.52 8.24 12.40 29/01/2021
ES AB Europe ex UK Eq F Acc GBP 0.27 -2.82 -4.08 16.95 7.08 29/01/2021
ES AB Europe ex UK Eq F Inc EUR 0.80 -2.65 -4.03 17.05 6.87 29/01/2021
ES AB Europe ex UK Eq F Inc GBP 0.37 -2.81 -4.03 16.97 7.09 29/01/2021
ES AB Europe ex UK Eq F Inc USD 0.80 -2.85 -4.21 16.31 6.89 29/01/2021
ES AB Europe ex UK Eq I Acc GBP 0.37 -2.75 -4.11 16.85 6.92 29/01/2021
ES AB Europe ex UK Eq I Inc GBP 0.28 -2.82 -4.05 16.85 6.87 29/01/2021
ES AB Europe ex UK Eq Z Acc GBP 0.27 -2.80 -4.06 17.03 7.24 29/01/2021
ES AB Lo Vol Gbl Eq I Acc -0.26 -1.64 -3.23 4.41 3.84 29/01/2021
ES AB Lo Vol Gbl Eq I Inc -0.26 -1.64 -3.23 4.41 3.84 29/01/2021
ES AB Lo Vol Gbl Eq Z Acc -0.26 -1.64 -3.22 4.58 4.10 29/01/2021
ES AB Sust US Eq E Acc 0.35 -3.06 -1.21 9.08 - 29/01/2021
ES AB Sust US Eq E Inc 0.26 -3.06 -1.30 8.99 - 29/01/2021
ES AB Sust US Eq I Acc 0.33 -3.06 -1.23 9.04 16.21 29/01/2021
ES AB Sust US Eq I Inc - - - - - 09/07/2020
ES AB Sust US Eq Z Acc 0.33 -3.05 -1.23 9.22 16.55 29/01/2021
ES Ardevora UK Income Inst Acc 0.01 -2.61 -3.22 16.30 8.19 29/01/2021
ES Ardevora UK Income Inst Inc 0.01 -2.61 -3.24 16.27 8.17 29/01/2021
ES Ardevora UK Income Ret Acc 0.01 -2.61 -3.24 16.22 8.05 29/01/2021
ES BkrStlGld&PrcsMts A 4.46 -1.27 -6.63 -4.33 -21.80 29/01/2021
ES BkrStlGld&PrcsMts B 4.47 -1.26 -6.59 -4.21 -21.57 29/01/2021
ES BkrStlGld&PrcsMts S 4.47 -1.25 - - - 29/01/2021
ES Investec W&I Bal A Acc -0.10 -1.82 -0.80 8.56 - 29/01/2021
ES Investec W&I Bal A Inc -0.10 -1.81 -0.80 8.56 - 29/01/2021
ES Investec W&I Bal W Acc -0.10 -1.80 -0.76 - - 29/01/2021
ES Investec W&I Bal W Inc -0.10 -1.79 -0.75 - - 29/01/2021
ES Investec W&I Caut A Acc -0.12 -1.26 -0.70 5.91 - 29/01/2021
ES Investec W&I Caut A Inc -0.12 -1.26 -0.70 5.92 - 29/01/2021
ES Investec W&I Caut W A -0.11 -1.25 -0.64 - - 29/01/2021
ES Investec W&I Caut W I -0.12 -1.26 -0.66 - - 29/01/2021
ES Investec W&I Gro A Acc -0.09 -2.15 -0.78 10.54 - 29/01/2021
ES Investec W&I Gro A Inc -0.10 -2.16 -0.78 10.54 - 29/01/2021
ES Investec W&I Gro W Acc -0.10 -2.15 -0.74 - - 29/01/2021
ES Investec W&I Gro W Inc -0.09 -2.14 -0.73 - - 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Epworth Corp Bd For Charities R A 4 2.87 - - - -
Epworth Gbl Eq For Charities R 13.49 - - - -
Epworth Gbl Eq For Charities R A 13.51 - - - -
Epworth Ml Asst For Charities R I 2.43 - - - -
Epworth Sovereign Bd For Charities 2 2.84 10.10 0.89 2.86 4.17
Epworth UK Equity For Charities R 3 -5.47 12.83 -2.22 12.37 26.50
Epworth UK Equity For Charities R A 3 -5.44 - - - -
Equitile Resilience A1 GBP 1 12.15 32.72 -11.76 33.96 -
Equitile Resilience Fdr A Acc GBP 1 15.75 -1.73 30.23 - -
Equitile Resilience Fdr B H G A EUR 1 9.55 -2.04 34.19 - -
Equitile Resilience Fdr C H G A USD 1 15.56 5.21 22.53 - -
Equitile Resilience Fdr E H G A NOK 1 5.45 -0.59 26.11 - -
Equitile Resilience X3 USD 1 23.31 35.98 -4.00 21.53 -
ES AB Concntd Gbl Eq I Acc - - - - -
ES AB Concntd Gbl Eq Z Acc - - - - -
ES AB Concntd US Eq I Acc - - - - -
ES AB Concntd US Eq Z Acc - - - - -
ES AB Europe ex UK Eq F Acc GBP 0.73 - - - -
ES AB Europe ex UK Eq F Inc EUR 0.77 - - - -
ES AB Europe ex UK Eq F Inc GBP -0.08 - - - -
ES AB Europe ex UK Eq F Inc USD 0.53 - - - -
ES AB Europe ex UK Eq I Acc GBP 0.37 - - - -
ES AB Europe ex UK Eq I Inc GBP 0.10 - - - -
ES AB Europe ex UK Eq Z Acc GBP 1.09 - - - -
ES AB Lo Vol Gbl Eq I Acc - - - - -
ES AB Lo Vol Gbl Eq I Inc - - - - -
ES AB Lo Vol Gbl Eq Z Acc - - - - -
ES AB Sust US Eq E Acc - - - - -
ES AB Sust US Eq E Inc - - - - -
ES AB Sust US Eq I Acc - - - - -
ES AB Sust US Eq I Inc - - - - -
ES AB Sust US Eq Z Acc - - - - -
ES Ardevora UK Income Inst Acc 3 -10.12 12.94 -8.35 7.33 10.15
ES Ardevora UK Income Inst Inc 3 -10.14 12.94 -8.33 7.33 10.08
ES Ardevora UK Income Ret Acc 3 -10.35 12.66 -8.58 7.06 9.81
ES BkrStlGld&PrcsMts A 1 32.34 5.62 -28.43 -1.52 100.67
ES BkrStlGld&PrcsMts B 1 33.05 6.91 -28.74 -1.01 101.52
ES BkrStlGld&PrcsMts S 1 - - - - -
ES Investec W&I Bal A Acc - - - - -
ES Investec W&I Bal A Inc - - - - -
ES Investec W&I Bal W Acc - - - - -
ES Investec W&I Bal W Inc - - - - -
ES Investec W&I Caut A Acc - - - - -
ES Investec W&I Caut A Inc - - - - -
ES Investec W&I Caut W A - - - - -
ES Investec W&I Caut W I - - - - -
ES Investec W&I Gro A Acc - - - - -
ES Investec W&I Gro A Inc - - - - -
ES Investec W&I Gro W Acc - - - - -
ES Investec W&I Gro W Inc - - - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Epworth Corp Bd For Charities R A GBX 0 0 - - - -
Epworth Gbl Eq For Charities R GBX 1,000 0 0.00 0.65 - -
Epworth Gbl Eq For Charities R A GBX 0 0 - - - -
Epworth Ml Asst For Charities R I GBX 0 0 - - - -
Epworth Sovereign Bd For Charities GBX 1,000 0 0.00 0.25 0.34 -
Epworth UK Equity For Charities R GBX 1,000 0 0.00 0.55 0.72 -
Epworth UK Equity For Charities R A GBX 0 0 - - - -
Equitile Resilience A1 GBP GBP 0 0 0.00 0.70 0.84 0.840
Equitile Resilience Fdr A Acc GBP GBP 1 1 0.00 0.70 1.13 0.890
Equitile Resilience Fdr B H G A EUR EUR 10,000 5,000 0.00 0.70 1.19 1.000
Equitile Resilience Fdr C H G A USD USD 10,000 5,000 0.00 0.70 1.18 0.990
Equitile Resilience Fdr E H G A NOK NOK 100,000 50,000 0.00 0.70 1.18 0.980
Equitile Resilience X3 USD USD 1,000,000 500,000 0.00 0.70 0.95 0.950
ES AB Concntd Gbl Eq I Acc GBX 1,000 500 0.00 0.75 0.85 0.850
ES AB Concntd Gbl Eq Z Acc GBX 20,000,000 500 0.00 0.00 0.10 0.100
ES AB Concntd US Eq I Acc GBX 1,000 500 0.00 0.75 0.85 0.850
ES AB Concntd US Eq Z Acc GBX 20,000,000 500 0.00 0.00 0.85 0.850
ES AB Europe ex UK Eq F Acc GBP GBX 5,000,000 500 0.00 0.06 0.45 0.450
ES AB Europe ex UK Eq F Inc EUR EUX 5,000,000 500 0.00 0.06 0.45 0.450
ES AB Europe ex UK Eq F Inc GBP GBX 5,000,000 500 0.00 0.06 0.45 0.450
ES AB Europe ex UK Eq F Inc USD USX 5,000,000 500 0.00 0.06 0.45 0.450
ES AB Europe ex UK Eq I Acc GBP GBX 1,000 500 0.00 0.06 0.80 0.800
ES AB Europe ex UK Eq I Inc GBP GBX 1,000 500 0.00 0.06 0.80 0.800
ES AB Europe ex UK Eq Z Acc GBP GBX 20,000,000 500 0.00 0.06 0.10 0.100
ES AB Lo Vol Gbl Eq I Acc GBX 1,000 500 0.00 0.60 0.70 0.700
ES AB Lo Vol Gbl Eq I Inc GBX 1,000 500 0.00 0.60 0.70 0.700
ES AB Lo Vol Gbl Eq Z Acc GBX 20,000,000 500 0.00 0.00 0.10 0.100
ES AB Sust US Eq E Acc GBX 5,000,000 500 0.00 0.45 0.55 0.550
ES AB Sust US Eq E Inc GBX 5,000,000 500 0.00 0.45 0.55 0.550
ES AB Sust US Eq I Acc GBX 1,000 500 0.00 0.70 0.80 0.800
ES AB Sust US Eq I Inc GBX 1,000 500 0.00 0.70 0.80 0.800
ES AB Sust US Eq Z Acc GBX 20,000,000 500 0.00 0.00 0.10 0.100
ES Ardevora UK Income Inst Acc GBX 50,000 1,000 0.00 0.75 1.49 1.490
ES Ardevora UK Income Inst Inc GBX 50,000 1,000 0.00 0.75 1.49 1.490
ES Ardevora UK Income Ret Acc GBX 1,000 1,000 0.00 1.00 1.74 1.740
ES BkrStlGld&PrcsMts A GBX 500 50 0.00 1.50 2.50 2.500
ES BkrStlGld&PrcsMts B GBX 500 50 0.00 1.00 2.12 2.120
ES BkrStlGld&PrcsMts S GBX 500 50 0.00 0.50 1.75 1.750
ES Investec W&I Bal A Acc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Bal A Inc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Bal W Acc GBX 0 0 0.00 0.00 0.50 0.500
ES Investec W&I Bal W Inc GBX 0 0 - 0.00 0.50 0.500
ES Investec W&I Caut A Acc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Caut A Inc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Caut W A GBX 0 0 - 0.00 0.50 0.500
ES Investec W&I Caut W I GBX 0 0 - 0.00 0.50 0.500
ES Investec W&I Gro A Acc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Gro A Inc GBX 1,000 500 0.00 0.50 1.00 1.000
ES Investec W&I Gro W Acc GBX 0 0 - 0.00 0.50 0.500
ES Investec W&I Gro W Inc GBX 0 0 - 0.00 0.50 0.500
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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.

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