Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Stan Life Inv GlAbsRtStr Inst S Acc 1 -3.32 -4.68 7.95 1.46
Janus Henderson ScLn Z H A¥ 2.11 52.15 0.00 3.70
Stan Life Inv Stratgc Bd Inst S Acc 1 0.22 9.86 19.62 2.91
Stan Life Inv Stratgc Bd Inst S Inc 1 0.54 9.90 19.68 2.91
Investec Emerging Mkts Dynamic Eq S 38.26 0.00 0.00 1.76
F&C Gbl Eq Mkt Neutral 3 Acc 2.75 18.82 0.00 1.40
F&C Managed Growth 3 Acc 4 7.58 41.30 63.04 1.70
F&C European Small Cap ex UK 3 Acc 1 -0.68 40.08 0.00 1.50
F&C European Small Cap ex UK 3 Inc 1 -0.66 40.17 0.00 1.60
F&C Pacific Growth 3 Acc 4 7.25 74.78 86.96 1.60
Investec Divfd Inc K A£ 2 2.80 0.00 0.00 3.45
Investec Divfd Inc K In2£ 2 2.80 0.00 0.00 4.05
Investec UK Eq Inc K A£ 3 0.00 0.00 0.00 3.00
Investec UK Eq Inc K 2 I£ 3 0.00 0.00 0.00 3.50
M&G Episode Macro N USD 2.32 43.15 82.59 0.00
F&C North American 3 Acc 2 18.61 73.66 135.23 1.20
F&C Institutional UK Equity 3 Acc 3 7.44 27.60 41.42 1.90
F&C European Growth & Income 3 Acc 5 5.27 47.83 72.92 2.40
F&C FTSE All Share Tracker 3 Inc 5.81 29.02 43.21 3.60
F&C UK Alpha 3 Acc 2 7.11 25.74 32.05 2.40
F&C Responsible UK Eq Gth 3 Acc 4 11.30 36.87 68.78 2.70
F&C Gbl Real Est Secs 3 Inc 3 7.54 41.35 0.00 0.90
F&C Gbl Real Est Secs 3 Acc 3 7.53 41.89 0.00 1.00
F&C UK Smaller Companies 3 Acc 3 13.22 45.59 107.71 0.00
F&C Extra Income Bond 3 Inc 2 1.44 15.59 29.85 0.00
Investec Gbl Qly Eq Inc K 2 I GBP 7.43 0.00 0.00 2.61
Investec UK Alpha K Inc£ 4 7.62 0.00 0.00 2.52
Investec UK Alpha K Acc GBP 4 0.00 0.00 0.00 2.50
Investec GlTtlRtnCr I AGBP 0.00 0.00 0.00 2.76
Investec GlTtlRtnCr K I 0.00 0.00 0.00 3.63
Investec GlTtlRtnCr K AGBP 0.00 0.00 0.00 3.06
Threadneedle Japan INA ¥ 3 7.29 43.71 62.34 0.40
City Financial HighYldOpps I Inc£ 1 1.74 -8.17 0.00 1.79
City Financial HighYldOpps IA Inc£ 1 1.74 -8.27 0.00 1.79
F&C MM Navigator Moderate S Acc 3 1.44 22.09 0.00 1.80
F&C MM Navigator Moderate S Inc 3 1.45 22.11 0.00 1.80
Marlborough Balanced I 4 5.16 35.93 0.00 1.05
Investec Asia Ex Japan B Acc GBP 4 6.04 72.16 86.14 0.74
Investec Divfd Inc B A£ 2 2.29 0.00 0.00 2.95
Investec Divfd Inc B In2£ 2 2.29 0.00 0.00 4.05
Schroder Gbl Climate Change I Acc 2 3.57 0.00 0.00 0.50
M&G Episode Defensive N Acc GBP 1 3.45 7.20 11.58 0.32
Schroder Multi-Asset Tot Rtn X Inc 0.61 0.00 0.00 2.04
Schroder Multi-Asset Tot Rtn X Acc 0.57 0.00 0.00 2.04
Legg Mason IFBrwiGlInOp S A 1 0.00 0.00 0.00 3.50
HSBC FTSE 250 Index Inst Inc 0.00 0.00 0.00 2.60
Schroder Hi Yield Opps X Acc 5 4.02 0.00 0.00 6.32
Artemis UK Select G Inc GBP 2 0.00 0.00 0.00 0.00
Schroder Strategic Bond L Inc 1 1.85 11.53 20.86 4.13
Schroder Strategic Bond L Acc 1 1.83 11.51 20.79 4.13
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Stan Life Inv GlAbsRtStr Inst S Acc 0.04 -0.74 0.07 -0.83 -3.53 17/08/2018
Janus Henderson ScLn Z H A¥ 2.32 - 3.55 3.93 6.53 08/08/2018
Stan Life Inv Stratgc Bd Inst S Acc 0.03 -0.10 -0.02 -0.10 -0.40 17/08/2018
Stan Life Inv Stratgc Bd Inst S Inc 0.04 -0.10 0.03 -0.04 -0.35 17/08/2018
Investec Emerging Mkts Dynamic Eq S 0.23 0.23 5.82 -2.34 9.84 20/01/2017
F&C Gbl Eq Mkt Neutral 3 Acc -0.08 0.13 2.97 0.49 -2.03 17/08/2018
F&C Managed Growth 3 Acc 0.22 -0.59 2.10 3.07 6.47 17/08/2018
F&C European Small Cap ex UK 3 Acc 0.04 -1.95 1.05 3.56 -0.01 17/08/2018
F&C European Small Cap ex UK 3 Inc 0.03 -1.95 1.04 3.57 -0.01 17/08/2018
F&C Pacific Growth 3 Acc 0.79 -1.80 4.55 6.11 9.61 17/08/2018
Investec Divfd Inc K A£ 0.27 0.00 0.84 0.96 1.51 17/08/2018
Investec Divfd Inc K In2£ 0.28 0.01 0.85 0.96 1.51 17/08/2018
Investec UK Eq Inc K A£ 0.45 -0.73 1.96 5.24 - 17/08/2018
Investec UK Eq Inc K 2 I£ 0.44 -0.74 1.91 5.19 - 17/08/2018
M&G Episode Macro N USD -0.75 -1.49 -0.04 -1.51 3.14 17/08/2018
F&C North American 3 Acc 1.02 0.03 6.15 10.59 14.80 17/08/2018
F&C Institutional UK Equity 3 Acc 0.00 0.00 1.24 1.18 12.09 13/08/2018
F&C European Growth & Income 3 Acc 0.15 -0.88 -1.02 1.65 2.10 17/08/2018
F&C FTSE All Share Tracker 3 Inc 0.07 -1.65 -0.02 -1.52 6.23 17/08/2018
F&C UK Alpha 3 Acc 0.17 -1.34 0.05 0.12 11.00 17/08/2018
F&C Responsible UK Eq Gth 3 Acc 0.05 -1.06 -0.19 1.74 9.87 17/08/2018
F&C Gbl Real Est Secs 3 Inc 0.44 0.70 4.73 10.47 19.19 17/08/2018
F&C Gbl Real Est Secs 3 Acc 0.44 0.71 4.73 10.47 18.64 17/08/2018
F&C UK Smaller Companies 3 Acc 0.35 -0.21 -0.97 0.85 9.47 17/08/2018
F&C Extra Income Bond 3 Inc 0.09 -0.02 0.45 0.68 0.98 17/08/2018
Investec Gbl Qly Eq Inc K 2 I GBP 0.44 0.56 5.72 12.02 13.32 17/08/2018
Investec UK Alpha K Inc£ 0.17 -1.51 0.72 1.67 8.91 17/08/2018
Investec UK Alpha K Acc GBP 0.18 -1.51 0.72 1.68 8.92 17/08/2018
Investec GlTtlRtnCr I AGBP 0.04 0.00 0.41 0.55 - 17/08/2018
Investec GlTtlRtnCr K I 0.04 0.01 0.44 0.63 - 17/08/2018
Investec GlTtlRtnCr K AGBP 0.04 0.01 0.44 0.64 - 17/08/2018
Threadneedle Japan INA ¥ 0.53 -2.08 0.74 -0.19 4.17 17/08/2018
City Financial HighYldOpps I Inc£ -4.79 -4.93 -8.45 -6.97 -3.44 31/05/2017
City Financial HighYldOpps IA Inc£ -4.80 -4.94 -8.45 -6.97 -3.45 31/05/2017
F&C MM Navigator Moderate S Acc -0.23 -1.44 -0.06 -0.35 2.07 17/08/2018
F&C MM Navigator Moderate S Inc -0.23 -1.44 -0.05 -0.34 2.09 17/08/2018
Marlborough Balanced I 0.01 -1.04 0.79 0.75 4.02 17/08/2018
Investec Asia Ex Japan B Acc GBP 0.10 -2.65 -1.55 -0.97 2.07 17/08/2018
Investec Divfd Inc B A£ 0.28 -0.01 0.80 0.83 1.26 17/08/2018
Investec Divfd Inc B In2£ 0.28 -0.01 0.80 0.82 1.25 17/08/2018
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
M&G Episode Defensive N Acc GBP -0.05 0.13 1.02 1.67 2.08 11/01/2018
Schroder Multi-Asset Tot Rtn X Inc 0.31 -0.76 -0.60 -1.21 -1.50 17/08/2018
Schroder Multi-Asset Tot Rtn X Acc 0.29 -0.76 -0.60 -1.21 -1.54 17/08/2018
Legg Mason IFBrwiGlInOp S A 0.03 0.16 0.28 0.34 -0.94 17/08/2018
HSBC FTSE 250 Index Inst Inc -0.27 -1.53 -1.69 -2.10 5.28 17/08/2018
Schroder Hi Yield Opps X Acc 0.09 -0.15 0.28 -0.04 0.82 17/08/2018
Artemis UK Select G Inc GBP 0.03 -2.45 - - - 17/08/2018
Schroder Strategic Bond L Inc 0.07 -0.45 -0.44 -0.98 -0.91 17/08/2018
Schroder Strategic Bond L Acc 0.06 -0.46 -0.44 -0.99 -0.93 17/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Stan Life Inv GlAbsRtStr Inst S Acc 1 -3.32 2.73 -4.02 6.43 6.41
Janus Henderson ScLn Z H A¥ 2.11 -2.80 53.29 - -
Stan Life Inv Stratgc Bd Inst S Acc 1 0.22 3.63 5.78 1.71 7.06
Stan Life Inv Stratgc Bd Inst S Inc 1 0.54 3.36 5.76 1.93 6.84
Investec Emerging Mkts Dynamic Eq S 38.26 - - - -
F&C Gbl Eq Mkt Neutral 3 Acc 2.75 11.13 4.06 - -
F&C Managed Growth 3 Acc 4 7.58 14.34 14.87 8.12 6.72
F&C European Small Cap ex UK 3 Acc 1 -0.68 26.56 11.45 - -
F&C European Small Cap ex UK 3 Inc 1 -0.66 26.59 11.47 - -
F&C Pacific Growth 3 Acc 4 7.25 22.34 33.21 -1.91 9.05
Investec Divfd Inc K A£ 2 2.80 - - - -
Investec Divfd Inc K In2£ 2 2.80 - - - -
Investec UK Eq Inc K A£ 3 - - - - -
Investec UK Eq Inc K 2 I£ 3 - - - - -
M&G Episode Macro N USD 2.32 14.59 22.09 19.14 7.06
F&C North American 3 Acc 2 18.61 17.92 24.16 15.92 16.85
F&C Institutional UK Equity 3 Acc 3 7.44 6.90 11.10 6.23 4.33
F&C European Growth & Income 3 Acc 5 5.27 25.46 11.93 12.58 3.91
F&C FTSE All Share Tracker 3 Inc 5.81 12.60 8.30 3.02 7.75
F&C UK Alpha 3 Acc 2 7.11 6.43 10.30 5.83 -0.77
F&C Responsible UK Eq Gth 3 Acc 4 11.30 15.21 6.75 11.14 10.96
F&C Gbl Real Est Secs 3 Inc 3 7.54 -1.26 33.11 12.31 -
F&C Gbl Real Est Secs 3 Acc 3 7.53 -1.12 33.45 12.38 -
F&C UK Smaller Companies 3 Acc 3 13.22 28.40 0.15 20.16 18.73
F&C Extra Income Bond 3 Inc 2 1.44 7.38 6.12 2.93 9.14
Investec Gbl Qly Eq Inc K 2 I GBP 7.43 8.74 - - -
Investec UK Alpha K Inc£ 4 7.62 13.07 - - -
Investec UK Alpha K Acc GBP 4 - - - - -
Investec GlTtlRtnCr I AGBP - - - - -
Investec GlTtlRtnCr K I - - - - -
Investec GlTtlRtnCr K AGBP - - - - -
Threadneedle Japan INA ¥ 3 7.29 17.05 14.44 15.26 -1.99
City Financial HighYldOpps I Inc£ 1 1.74 1.42 -11.00 - -
City Financial HighYldOpps IA Inc£ 1 1.74 1.31 -11.00 - -
F&C MM Navigator Moderate S Acc 3 1.44 10.35 9.07 - -
F&C MM Navigator Moderate S Inc 3 1.45 10.36 9.07 - -
Marlborough Balanced I 4 5.16 13.08 14.31 - -
Investec Asia Ex Japan B Acc GBP 4 6.04 30.48 24.43 -4.04 12.67
Investec Divfd Inc B A£ 2 2.29 - - - -
Investec Divfd Inc B In2£ 2 2.29 - - - -
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
M&G Episode Defensive N Acc GBP 1 3.45 4.90 -1.22 2.05 1.99
Schroder Multi-Asset Tot Rtn X Inc 0.61 - - - -
Schroder Multi-Asset Tot Rtn X Acc 0.57 - - - -
Legg Mason IFBrwiGlInOp S A 1 - - - - -
HSBC FTSE 250 Index Inst Inc - - - - -
Schroder Hi Yield Opps X Acc 5 4.02 - - - -
Artemis UK Select G Inc GBP 2 - - - - -
Schroder Strategic Bond L Inc 1 1.85 6.22 3.10 0.15 8.20
Schroder Strategic Bond L Acc 1 1.83 6.23 3.09 0.17 8.14
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Stan Life Inv GlAbsRtStr Inst S Acc GBX 750,000.0 750,000.0 0.00 0.60 - 0.720
Janus Henderson ScLn Z H A¥ JPY 800,000.0 155,000.0 0.00 0.60 - 0.080
Stan Life Inv Stratgc Bd Inst S Acc GBX 150,000.0 150,000.0 0.00 0.35 - 0.500
Stan Life Inv Stratgc Bd Inst S Inc GBX 150,000.0 150,000.0 0.00 0.35 - 0.500
Investec Emerging Mkts Dynamic Eq S GBX 100,000.0 100,000.0 0.00 0.00 - 0.540
F&C Gbl Eq Mkt Neutral 3 Acc GBX 50,000.0 50,000.0 5.00 0.40 - 0.440
F&C Managed Growth 3 Acc GBX 50,000.0 50,000.0 0.00 0.25 - 0.530
F&C European Small Cap ex UK 3 Acc GBX 50,000.0 50,000.0 5.00 0.50 - 0.630
F&C European Small Cap ex UK 3 Inc GBX 50,000.0 50,000.0 5.00 0.50 - 0.600
F&C Pacific Growth 3 Acc GBX 50,000.0 50,000.0 0.00 0.50 - 1.430
Investec Divfd Inc K A£ GBX 400,000.0 50,000.0 0.00 0.50 - 0.600
Investec Divfd Inc K In2£ GBX 400,000.0 50,000.0 0.00 0.50 - 0.600
Investec UK Eq Inc K A£ GBX 400,000.0 50,000.0 0.00 0.40 - 0.500
Investec UK Eq Inc K 2 I£ GBX 400,000.0 50,000.0 0.00 0.40 - 0.500
M&G Episode Macro N USD USD 50,000.0 50,000.0 0.00 0.00 0.17 0.170
F&C North American 3 Acc GBX 50,000.0 50,000.0 0.00 0.40 - 0.480
F&C Institutional UK Equity 3 Acc GBX 50,000.0 50,000.0 0.00 0.25 - 0.790
F&C European Growth & Income 3 Acc GBX 50,000.0 50,000.0 0.00 0.40 - 0.440
F&C FTSE All Share Tracker 3 Inc GBX 50,000.0 50,000.0 0.00 0.10 - 0.190
F&C UK Alpha 3 Acc GBX 50,000.0 50,000.0 0.00 0.30 - 0.530
F&C Responsible UK Eq Gth 3 Acc GBX 50,000.0 50,000.0 0.00 0.25 - 0.300
F&C Gbl Real Est Secs 3 Inc GBX 50,000.0 50,000.0 0.00 0.60 - 0.960
F&C Gbl Real Est Secs 3 Acc GBX 50,000.0 50,000.0 0.00 0.60 - 0.840
F&C UK Smaller Companies 3 Acc GBX 50,000.0 50,000.0 0.00 0.30 - 1.340
F&C Extra Income Bond 3 Inc GBX 50,000.0 50,000.0 0.00 0.25 - 0.000
Investec Gbl Qly Eq Inc K 2 I GBP GBX 400,000.0 50,000.0 0.00 0.45 - 0.560
Investec UK Alpha K Inc£ GBX 400,000.0 50,000.0 0.00 0.40 - 0.480
Investec UK Alpha K Acc GBP GBX 400,000.0 50,000.0 0.00 0.40 - 0.480
Investec GlTtlRtnCr I AGBP GBX 1,000.0 50,000.0 0.00 0.75 - -
Investec GlTtlRtnCr K I GBX 400,000.0 50,000.0 0.00 0.45 - -
Investec GlTtlRtnCr K AGBP GBX 400,000.0 50,000.0 0.00 0.45 - -
Threadneedle Japan INA ¥ JPY 70,000.0 35,000.0 0.00 1.00 1.07 1.060
City Financial HighYldOpps I Inc£ GBX 30,000.0 30,000.0 5.00 0.55 0.74 0.740
City Financial HighYldOpps IA Inc£ GBX 30,000.0 30,000.0 5.00 0.55 0.74 0.740
F&C MM Navigator Moderate S Acc GBX 25,000.0 25,000.0 0.00 0.40 - 1.320
F&C MM Navigator Moderate S Inc GBX 25,000.0 25,000.0 0.00 0.40 - 1.310
Marlborough Balanced I GBX 10,000.0 10,000.0 5.00 0.00 - -
Investec Asia Ex Japan B Acc GBP GBX 10,000.0 10,000.0 0.00 1.25 1.43 1.430
Investec Divfd Inc B A£ GBX 10,000.0 10,000.0 0.00 1.00 - 1.100
Investec Divfd Inc B In2£ GBX 10,000.0 10,000.0 0.00 1.00 - 1.100
Schroder Gbl Climate Change I Acc GBX 25,000.0 10,000.0 10.00 0.75 - 0.790
M&G Episode Defensive N Acc GBP GBX 10,000.0 10,000.0 1.25 0.00 0.22 0.220
Schroder Multi-Asset Tot Rtn X Inc GBX 1,000.0 10,000.0 - - - -
Schroder Multi-Asset Tot Rtn X Acc GBX 1,000.0 10,000.0 - - - -
Legg Mason IFBrwiGlInOp S A GBX 50,000.0 10,000.0 0.00 0.45 - 0.180
HSBC FTSE 250 Index Inst Inc GBX 10,000.0 10,000.0 0.00 - - 0.030
Schroder Hi Yield Opps X Acc GBX 25,000.0 10,000.0 0.00 0.00 - -
Artemis UK Select G Inc GBP GBX 250,000.0 10,000.0 0.00 0.48 - 0.480
Schroder Strategic Bond L Inc GBX 25,000.0 10,000.0 0.00 0.50 - 0.590
Schroder Strategic Bond L Acc GBX 25,000.0 10,000.0 0.00 0.50 - 0.590
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