Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Chariguard UK Equity Inc -1.40 10.44 35.52 0.00
Chariguard UK Equity Acc -1.42 10.36 35.38 0.00
TM LansDvpMrkLgonlS AUhgStr GBP 17.15 0.00 0.00 0.00
TM LansDvpMrkLgonlS BUhgTrt Inc USD 17.14 0.00 0.00 0.00
TM LansDvpMrkLgonlS BHdgSta GBP 14.52 20.36 0.00 0.00
TM LansDvpMrkLgonlS BHdgNT GBP 14.41 19.78 0.00 0.00
Chariguard Overseas Equity Acc 3 7.13 23.30 48.73 0.00
Chariguard Overseas Equity Inc 3 9.90 26.15 52.15 0.00
TM Lansd DMLO SRI Fed A Acc GBP 17.35 0.00 0.00 0.00
TM Lansd DMLO SRI Fed B Acc NOK 16.73 0.00 0.00 0.00
TM Lansd DMLO SRI Fed B Hdg Acc GBP 25.99 0.00 0.00 0.00
Thesis Eldon Inc 1 18.13 53.27 122.05 0.00
JPM Global Mining A Acc -19.48 0.00 0.00 0.00
JPM Global Mining C Acc 0.00 0.00 0.00 0.00
JPM Global Mining C Inc 0.00 0.00 0.00 0.00
JPM Global Mining B Acc -19.08 0.00 0.00 0.00
MFM TechinvstTech P A 1 28.96 64.51 97.76 0.00
MFM TechinvstTech B A 1 28.64 63.30 95.68 0.00
MFM TechinvstTech A A 1 28.00 60.85 90.63 0.00
CF Tasman Inc 2 -3.13 10.82 24.60 0.83
JPM UK Focus C Inc 3 4.69 0.00 0.00 1.56
JPM UK Focus C Acc 3 4.91 46.67 0.00 1.74
JPM UK Focus A Inc 3 4.15 43.53 60.73 1.05
JPM UK Focus A Acc 3 4.14 43.53 60.76 1.07
R&M Overseas Equity Z 0.00 0.00 0.00 0.00
R&M Overseas Equity B 0.00 0.00 0.00 0.00
Schroder Japan Alpha Plus Z Hg I £ 1 -5.23 0.00 0.00 0.76
Schroder Japan Alpha Plus Z Hg A £ 1 -5.07 0.00 0.00 0.77
Schroder Japan Alpha Plus A Hg A £ 1 -5.79 0.00 0.00 0.00
Schroder Japan Alpha Plus A Hg I £ 1 -5.81 0.00 0.00 0.00
JPM Gbl Equity Absolute Alpha C Inc 0.00 0.00 0.00 0.00
JPM Gbl Equity Absolute Alpha A Inc 2.74 0.00 0.00 0.00
S&W Endurance Global Opportunities 1 31.23 29.28 33.99 1.01
Old Mutual Voyager Alt Inv A Hg GBP 1 1.45 1.01 9.62 0.00
Old Mutual Voyager Alt Inv R Acc 1 2.04 1.59 10.25 0.00
CBF Church of England UK Equity Inc 3 24.15 61.57 47.59 4.10
CBF Church of England UK Equity Acc 3 24.14 61.30 47.17 0.00
RBS Capital Protected Accelerator 1 3.11 5.13 11.92 0.00
RBS Capital Protected Accelerator 3 3.45 8.83 17.84 0.00
Marlborough UK Micro Cap Gwth B Acc 3 8.89 54.65 118.67 0.30
Marlborough UK Micro Cap Gwth P Acc 3 9.16 55.81 121.35 0.54
Scot Wid Capital Protected 7 5.19 28.87 43.95 0.00
LF Navajo Acc 5 11.61 45.56 63.30 0.16
LF Navajo Inc 5 11.61 45.53 63.25 0.15
JPM US B Acc 2 9.77 40.85 98.07 0.20
JPM US A Inc 2 9.22 38.68 93.23 0.00
JPM US I Acc 2 10.41 43.33 103.83 0.74
JPM US C Acc 2 10.07 41.97 100.61 0.43
JPM US A Acc 2 9.21 38.73 93.18 0.00
LF New Viaduct Inst Inc 4 10.87 37.51 63.45 0.40
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Chariguard UK Equity Inc 7.22 - 7.22 2.10 11.73 30/06/2016
Chariguard UK Equity Acc 7.22 - 7.22 2.13 11.73 30/06/2016
TM LansDvpMrkLgonlS AUhgStr GBP 6.63 - 6.63 7.44 4.37 31/07/2018
TM LansDvpMrkLgonlS BUhgTrt Inc USD 6.61 - 6.61 7.60 4.75 31/07/2018
TM LansDvpMrkLgonlS BHdgSta GBP 5.76 - 5.76 1.97 -4.38 31/07/2018
TM LansDvpMrkLgonlS BHdgNT GBP 5.73 - 5.73 1.97 -4.41 31/07/2018
Chariguard Overseas Equity Acc 5.70 - 5.70 3.32 15.33 30/06/2016
Chariguard Overseas Equity Inc 5.69 - 5.69 3.29 15.30 30/06/2016
TM Lansd DMLO SRI Fed A Acc GBP 5.21 - 5.21 7.04 10.90 31/10/2017
TM Lansd DMLO SRI Fed B Acc NOK 5.20 - 5.20 7.05 10.29 31/10/2017
TM Lansd DMLO SRI Fed B Hdg Acc GBP 4.16 - 4.16 7.06 12.87 31/10/2017
Thesis Eldon Inc 4.13 4.13 2.70 8.69 15.88 15/08/2018
JPM Global Mining A Acc 3.94 0.91 8.02 -9.74 -24.69 09/08/2013
JPM Global Mining C Acc 3.93 0.91 8.08 -9.61 -24.47 09/08/2013
JPM Global Mining C Inc 3.93 0.92 8.09 -9.60 -24.43 09/08/2013
JPM Global Mining B Acc 3.92 0.90 8.06 -9.65 -24.52 09/08/2013
MFM TechinvstTech P A 3.49 3.49 9.70 15.37 30.81 15/08/2018
MFM TechinvstTech B A 3.49 3.49 9.67 15.30 30.65 15/08/2018
MFM TechinvstTech A A 3.48 3.48 9.62 15.16 30.32 15/08/2018
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
JPM UK Focus C Inc 3.40 2.24 0.51 5.71 11.06 08/05/2015
JPM UK Focus C Acc 3.39 2.19 0.54 5.80 11.23 08/05/2015
JPM UK Focus A Inc 3.34 2.18 0.48 5.60 10.80 08/05/2015
JPM UK Focus A Acc 3.33 2.18 0.49 5.59 10.81 08/05/2015
R&M Overseas Equity Z 3.17 2.06 3.83 9.82 7.96 23/01/2015
R&M Overseas Equity B 3.17 2.06 3.71 9.56 7.50 23/01/2015
Schroder Japan Alpha Plus Z Hg I £ 3.14 3.94 -6.71 -10.40 -14.47 29/01/2016
Schroder Japan Alpha Plus Z Hg A £ 3.13 3.92 -6.72 -10.37 -14.35 29/01/2016
Schroder Japan Alpha Plus A Hg A £ 3.13 3.90 -6.78 -10.56 -14.69 29/01/2016
Schroder Japan Alpha Plus A Hg I £ 3.12 3.90 -6.78 -10.57 -14.70 29/01/2016
JPM Gbl Equity Absolute Alpha C Inc 2.90 0.00 -0.39 3.20 2.08 20/09/2013
JPM Gbl Equity Absolute Alpha A Inc 2.87 0.00 -0.65 3.03 2.14 20/09/2013
S&W Endurance Global Opportunities 2.84 0.00 6.74 6.44 21.50 22/05/2013
Old Mutual Voyager Alt Inv A Hg GBP 2.76 2.99 3.31 3.99 3.37 14/05/2014
Old Mutual Voyager Alt Inv R Acc 2.74 3.00 3.37 4.31 3.97 14/05/2014
CBF Church of England UK Equity Inc 2.69 2.69 0.86 5.13 11.38 09/07/2013
CBF Church of England UK Equity Acc 2.69 2.69 0.87 5.12 11.39 09/07/2013
RBS Capital Protected Accelerator 1 2.64 0.00 0.00 0.00 0.00 19/12/2013
RBS Capital Protected Accelerator 3 2.63 0.00 0.00 0.00 2.81 14/05/2014
Marlborough UK Micro Cap Gwth B Acc 2.63 -0.37 -1.42 -0.98 5.07 17/08/2018
Marlborough UK Micro Cap Gwth P Acc 2.61 -0.37 -1.40 -0.92 5.20 17/08/2018
Scot Wid Capital Protected 7 2.53 0.00 2.53 4.60 4.46 03/11/2014
LF Navajo Acc 2.50 2.50 2.99 5.84 10.93 15/08/2018
LF Navajo Inc 2.50 2.50 2.99 5.84 10.94 15/08/2018
JPM US B Acc 2.50 1.33 3.20 -0.84 2.80 27/04/2018
JPM US A Inc 2.50 1.34 3.17 -0.90 2.50 27/04/2018
JPM US I Acc 2.49 1.35 3.29 -0.66 3.06 27/04/2018
JPM US C Acc 2.48 1.36 3.25 -0.73 2.93 27/04/2018
JPM US A Acc 2.47 1.37 3.19 -0.96 2.47 27/04/2018
LF New Viaduct Inst Inc 2.46 2.46 2.19 5.56 9.98 15/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Chariguard UK Equity Inc -1.40 6.01 5.65 22.84 -0.11
Chariguard UK Equity Acc -1.42 5.97 5.65 22.82 -0.12
TM LansDvpMrkLgonlS AUhgStr GBP 17.15 14.65 - - -
TM LansDvpMrkLgonlS BUhgTrt Inc USD 17.14 15.63 - - -
TM LansDvpMrkLgonlS BHdgSta GBP 14.52 13.60 -7.48 - -
TM LansDvpMrkLgonlS BHdgNT GBP 14.41 13.52 -7.78 - -
Chariguard Overseas Equity Acc 3 7.13 10.50 4.15 27.46 -5.36
Chariguard Overseas Equity Inc 3 9.90 10.14 4.22 27.44 -5.36
TM Lansd DMLO SRI Fed A Acc GBP 17.35 - - - -
TM Lansd DMLO SRI Fed B Acc NOK 16.73 - - - -
TM Lansd DMLO SRI Fed B Hdg Acc GBP 25.99 - - - -
Thesis Eldon Inc 1 18.13 16.55 11.32 25.89 15.08
JPM Global Mining A Acc -19.48 -18.49 - - -
JPM Global Mining C Acc - - - - -
JPM Global Mining C Inc - - - - -
JPM Global Mining B Acc -19.08 - - - -
MFM TechinvstTech P A 1 28.96 13.29 12.60 11.99 7.34
MFM TechinvstTech B A 1 28.64 13.01 12.33 11.74 7.24
MFM TechinvstTech A A 1 28.00 12.44 11.75 11.24 6.54
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
JPM UK Focus C Inc 3 4.69 12.36 - - -
JPM UK Focus C Acc 3 4.91 12.73 24.02 -3.77 -
JPM UK Focus A Inc 3 4.15 11.95 23.11 -4.58 17.36
JPM UK Focus A Acc 3 4.14 11.96 23.11 -4.58 17.38
R&M Overseas Equity Z - - - - -
R&M Overseas Equity B - - - - -
Schroder Japan Alpha Plus Z Hg I £ 1 -5.23 11.15 - - -
Schroder Japan Alpha Plus Z Hg A £ 1 -5.07 11.17 - - -
Schroder Japan Alpha Plus A Hg A £ 1 -5.79 11.27 - - -
Schroder Japan Alpha Plus A Hg I £ 1 -5.81 10.37 - - -
JPM Gbl Equity Absolute Alpha C Inc - - - - -
JPM Gbl Equity Absolute Alpha A Inc 2.74 3.06 - - -
S&W Endurance Global Opportunities 1 31.23 -10.32 9.85 12.61 -7.97
Old Mutual Voyager Alt Inv A Hg GBP 1 1.45 3.08 -3.42 3.65 4.71
Old Mutual Voyager Alt Inv R Acc 1 2.04 3.08 -3.42 3.65 4.71
CBF Church of England UK Equity Inc 3 24.15 -0.87 31.28 20.21 -24.01
CBF Church of England UK Equity Acc 3 24.14 -0.90 31.12 20.15 -24.07
RBS Capital Protected Accelerator 1 3.11 1.77 0.19 -1.83 8.44
RBS Capital Protected Accelerator 3 3.45 3.85 1.30 -0.83 9.19
Marlborough UK Micro Cap Gwth B Acc 3 8.89 35.40 4.89 13.77 24.28
Marlborough UK Micro Cap Gwth P Acc 3 9.16 35.73 5.15 14.04 24.58
Scot Wid Capital Protected 7 5.19 16.22 5.41 -2.18 14.20
LF Navajo Acc 5 11.61 12.71 15.71 4.49 7.36
LF Navajo Inc 5 11.61 12.69 15.71 4.49 7.36
JPM US B Acc 2 9.77 26.97 1.06 28.87 9.11
JPM US A Inc 2 9.22 26.37 0.48 28.29 8.61
JPM US I Acc 2 10.41 27.70 1.65 29.63 9.70
JPM US C Acc 2 10.07 27.27 1.35 29.22 9.35
JPM US A Acc 2 9.21 26.35 0.54 28.23 8.60
LF New Viaduct Inst Inc 4 10.87 9.49 13.28 14.09 4.19
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Chariguard UK Equity Inc GBP 0.0 0.0 - 0.24 0.30 -
Chariguard UK Equity Acc GBP 0.0 0.0 - 0.24 0.30 -
TM LansDvpMrkLgonlS AUhgStr GBP GBP 7,500.0 1,000.0 2.00 1.00 - 1.160
TM LansDvpMrkLgonlS BUhgTrt Inc USD USD 250,000.0 1,000.0 2.00 0.80 - 0.960
TM LansDvpMrkLgonlS BHdgSta GBP GBP 250,000.0 1,000.0 2.00 0.80 - 0.960
TM LansDvpMrkLgonlS BHdgNT GBP GBP 250,000.0 1,000.0 2.00 0.80 - 1.010
Chariguard Overseas Equity Acc GBP 0.0 0.0 - 0.42 0.56 -
Chariguard Overseas Equity Inc GBP 0.0 0.0 - 0.42 0.56 -
TM Lansd DMLO SRI Fed A Acc GBP GBP 7,500.0 1,000.0 - - - -
TM Lansd DMLO SRI Fed B Acc NOK NOK 250,000.0 1,000.0 - - - -
TM Lansd DMLO SRI Fed B Hdg Acc GBP GBP 250,000.0 1,000.0 - - - -
Thesis Eldon Inc USX 200.0 0.0 7.00 1.50 0.00 1.610
JPM Global Mining A Acc GBX 1.0 0.1 3.00 1.50 1.68 -
JPM Global Mining C Acc GBX 5,000.0 100.0 0.00 0.75 0.93 -
JPM Global Mining C Inc GBX 5,000.0 100.0 0.00 0.75 0.93 -
JPM Global Mining B Acc GBX 1,000.0 100.0 0.00 1.00 1.18 -
MFM TechinvstTech P A GBX 1,000.0 1.0 5.00 0.85 - 0.960
MFM TechinvstTech B A GBX 50.0 1.0 5.00 1.10 - 1.210
MFM TechinvstTech A A GBX 1.0 1.0 5.00 1.60 1.71 1.710
CF Tasman Inc GBX 100.0 10.0 10.00 1.00 1.48 1.600
JPM UK Focus C Inc GBX 5,000.0 100.0 0.00 0.75 0.93 0.930
JPM UK Focus C Acc GBX 5,000.0 100.0 0.00 0.75 0.93 0.930
JPM UK Focus A Inc GBX 1.0 0.1 3.00 1.50 1.68 1.680
JPM UK Focus A Acc GBX 1.0 0.1 3.00 1.50 1.68 1.680
R&M Overseas Equity Z GBX 5,000.0 50.0 5.25 0.00 - 0.070
R&M Overseas Equity B GBX 2,500.0 25.0 5.25 0.75 - 0.820
Schroder Japan Alpha Plus Z Hg I £ GBX 1,000.0 100.0 0.00 0.75 - 0.960
Schroder Japan Alpha Plus Z Hg A £ GBX 1,000.0 100.0 0.00 0.75 - 0.960
Schroder Japan Alpha Plus A Hg A £ GBX 1.0 0.5 0.00 1.50 - 1.710
Schroder Japan Alpha Plus A Hg I £ GBX 1.0 0.5 0.00 1.50 - 1.710
JPM Gbl Equity Absolute Alpha C Inc GBX 5,000.0 100.0 0.00 0.65 0.83 0.830
JPM Gbl Equity Absolute Alpha A Inc GBX 1.0 0.1 3.00 1.25 1.43 1.430
S&W Endurance Global Opportunities GBX 10.0 1.0 5.00 1.00 1.11 -
Old Mutual Voyager Alt Inv A Hg GBP GBX 1.0 0.5 5.00 1.50 3.16 2.927
Old Mutual Voyager Alt Inv R Acc GBX 0.0 0.0 - - - 1.930
CBF Church of England UK Equity Inc GBX 1.0 0.0 - 0.50 0.75 -
CBF Church of England UK Equity Acc GBX 1.0 0.0 - 0.50 0.75 -
RBS Capital Protected Accelerator 1 GBX 0.0 0.0 - - - -
RBS Capital Protected Accelerator 3 GBX - - - - - -
Marlborough UK Micro Cap Gwth B Acc GBX 50.0 1.0 1.00 1.00 1.51 1.040
Marlborough UK Micro Cap Gwth P Acc GBX 1,000.0 1.0 1.00 0.75 - 0.790
Scot Wid Capital Protected 7 GBX 3.0 0.1 5.00 0.57 0.57 -
LF Navajo Acc GBX 100.0 5.0 10.00 1.00 1.53 1.520
LF Navajo Inc GBX 100.0 5.0 10.00 1.00 1.53 1.520
JPM US B Acc GBX 1,000.0 100.0 0.00 1.00 1.15 1.150
JPM US A Inc GBX 1.0 0.1 0.00 1.50 1.65 1.650
JPM US I Acc GBX 20,000.0 100.0 0.00 0.60 0.60 0.600
JPM US C Acc GBX 5,000.0 100.0 0.00 0.75 0.90 0.900
JPM US A Acc GBX 1.0 0.1 0.00 1.50 1.65 1.650
LF New Viaduct Inst Inc GBX 0.0 0.0 10.00 1.00 1.40 1.280
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