Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Threadneedle Corporate Bond TP3 0.50 16.00 33.15 0.00
Threadneedle Corporate Bond TPZ 0.93 17.34 35.67 0.00
Threadneedle Cautious Pathway TP3 4.77 30.71 50.26 0.00
Threadneedle UK Eq Hi Alpha TPM 4.42 28.27 0.00 0.00
Threadneedle UK Eq Hi Alpha TPZ 5.21 31.22 57.93 0.00
Threadneedle Index Linked Bond TP6 2.34 0.00 0.00 0.00
Threadneedle Index Linked Bond TPB 2.55 22.39 51.46 0.00
Threadneedle UK Equities TPZ 8.38 33.66 54.93 0.00
Threadneedle Aqla Life Overseas TPU -0.31 0.00 0.00 0.00
Threadneedle Aqla Lf O S Pltm TPQ 2.57 0.00 0.00 0.00
Threadneedle Aqla Lf Wld EX UK TP3 12.74 0.00 0.00 0.00
Jupiter Absolute Return I Acc 3 -4.16 6.72 13.16 0.00
Jupiter Absolute Return 3 -4.74 4.76 9.98 0.00
Royal London Durtn Hgd Crdt Z Acc 4 3.11 10.24 15.00 2.12
BlackRock Absolute Return Bond P 4 -0.64 2.17 3.15 0.99
BlackRock Absolute Return Bond D 4 -0.18 3.54 5.31 1.49
BlackRock Absolute Return Bond X 4 0.35 5.11 7.97 2.04
7IM Real Return C Acc 3 0.61 11.43 30.79 1.00
7IM Real Return D Acc 3 1.04 13.46 34.94 1.50
7IM Real Return S Acc 3 0.75 12.13 0.00 1.20
Old Mutual UK Opps A A£ 1 -4.81 -12.78 -5.33 0.00
Old Mutual UK Opps R A£ 1 -4.09 -10.78 -1.85 0.00
Old Mutual UK Opps U1 A£ 1 -3.92 -10.38 -1.37 0.00
Old Mutual UK Opps U2 A£ 1 -3.81 -10.26 -1.04 0.00
FP Octopus Gbl Strat B 3 -0.86 2.47 7.85 0.63
FP Octopus Gbl Strat C 3 -0.78 2.70 8.35 0.71
FP Octopus Gbl Strat Y 3 -0.86 2.46 7.84 0.63
FP Octopus Gbl Strat D 3 -1.02 2.00 0.00 0.48
TM Fulcrum Dvfd Absl Ret A Acc GBP 2 1.71 -1.72 7.35 0.00
TM Fulcrum Dvfd Absl Ret B EUR 2 -1.38 0.00 0.00 0.00
TM Fulcrum Dvfd Absl Ret C I EUR 2 -0.63 0.00 0.00 0.00
TM Fulcrum Dvfd Absl Ret C Acc GBP 2 1.96 -1.11 8.96 0.00
TM Fulcrum Dvfd Absl Ret C A EUR 2 -0.64 0.00 0.00 0.00
TM Fulcrum Dvfd Absl Ret C A USD 2 4.71 25.86 0.00 0.00
TM Fulcrum Dvfd Absl Ret D A GBP 2 2.74 1.26 0.00 0.00
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -3.59 26.08 16.09 0.00
TM Fulcrum Dvfd Absl Ret B Inc EUR 2 -1.57 0.00 0.00 0.00
Jupiter Strategic Reserve Inc 2 -3.46 -2.75 -0.18 1.00
Jupiter Strategic Reserve Acc 2 -3.48 -2.80 -0.23 1.00
Jupiter Strategic Reserve I Inc 2 -2.86 -1.00 2.72 1.60
Jupiter Strategic Reserve I Acc 2 -2.85 -0.98 2.65 1.60
Stan Life Inv GlAbsRtStr R Pf 1 A 1 -3.46 -5.07 7.20 1.32
Stan Life Inv GlAbsRtStr R Acc 1 -3.78 -6.14 4.64 0.98
Stan Life Inv GlAbsRtStr I 1 -3.40 -4.94 7.32 1.36
Stan Life Inv GlAbsRtStr Inst A Acc 1 -3.99 0.00 0.00 0.75
Stan Life Inv GlAbsRtStr SL Acc 1 -2.82 -3.21 0.00 1.97
Stan Life Inv GlAbsRtStr Inst S Acc 1 -3.32 -4.68 7.95 1.46
JPM Gbl Macro Opps A Acc 3 6.69 9.47 40.60 0.30
JPM Gbl Macro Opps A Inc 3 6.62 9.37 40.48 0.30
JPM Gbl Macro Opps B Acc 3 7.42 11.59 44.57 0.92
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Threadneedle Corporate Bond TP3 0.18 0.35 0.76 1.80 2.14 17/08/2018
Threadneedle Corporate Bond TPZ 0.18 0.35 0.80 1.91 2.35 17/08/2018
Threadneedle Cautious Pathway TP3 0.18 -0.57 1.32 2.35 5.76 17/08/2018
Threadneedle UK Eq Hi Alpha TPM 0.19 -1.51 0.09 -0.76 6.31 17/08/2018
Threadneedle UK Eq Hi Alpha TPZ 0.19 -1.50 0.15 -0.57 6.71 17/08/2018
Threadneedle Index Linked Bond TP6 0.03 0.72 1.45 5.15 5.31 17/08/2018
Threadneedle Index Linked Bond TPB 0.03 0.72 1.47 5.20 5.41 17/08/2018
Threadneedle UK Equities TPZ 0.10 -1.32 0.47 0.58 9.45 17/08/2018
Threadneedle Aqla Life Overseas TPU 0.64 1.21 2.93 5.30 6.89 17/08/2018
Threadneedle Aqla Lf O S Pltm TPQ 0.67 1.21 0.72 4.48 6.91 17/08/2018
Threadneedle Aqla Lf Wld EX UK TP3 -0.25 -0.47 3.73 7.04 12.02 17/08/2018
Jupiter Absolute Return I Acc -0.27 -0.40 -0.52 -2.82 -0.68 17/08/2018
Jupiter Absolute Return -0.26 -0.41 -0.56 -2.96 -0.99 17/08/2018
Royal London Durtn Hgd Crdt Z Acc 0.16 -0.08 0.57 0.41 0.57 17/08/2018
BlackRock Absolute Return Bond P 0.00 -0.09 0.00 -0.83 -1.19 17/08/2018
BlackRock Absolute Return Bond D -0.09 -0.18 -0.09 -0.71 -1.07 17/08/2018
BlackRock Absolute Return Bond X -0.09 -0.17 0.00 -0.60 -0.78 17/08/2018
7IM Real Return C Acc 0.03 0.09 0.69 0.42 0.21 17/08/2018
7IM Real Return D Acc 0.03 0.10 0.71 0.49 0.37 17/08/2018
7IM Real Return S Acc 0.03 0.10 0.70 0.44 0.26 17/08/2018
Old Mutual UK Opps A A£ 0.37 0.18 0.82 -0.72 -3.85 17/08/2018
Old Mutual UK Opps R A£ 0.35 0.26 0.87 -0.52 -3.43 17/08/2018
Old Mutual UK Opps U1 A£ 0.35 0.27 0.93 -0.51 -3.38 17/08/2018
Old Mutual UK Opps U2 A£ 0.34 0.26 0.92 -0.37 -3.23 17/08/2018
FP Octopus Gbl Strat B -0.08 -0.51 -0.32 -0.77 -0.51 17/08/2018
FP Octopus Gbl Strat C -0.08 -0.51 -0.31 -0.75 -0.47 17/08/2018
FP Octopus Gbl Strat Y -0.08 -0.51 -0.32 -0.77 -0.51 17/08/2018
FP Octopus Gbl Strat D -0.08 -0.51 -0.34 -0.81 -0.60 17/08/2018
TM Fulcrum Dvfd Absl Ret A Acc GBP -0.05 -1.48 -1.25 -1.96 -1.59 17/08/2018
TM Fulcrum Dvfd Absl Ret B EUR -0.01 -1.43 -0.53 0.15 -1.39 17/08/2018
TM Fulcrum Dvfd Absl Ret C I EUR -0.00 -1.43 -0.46 0.35 -0.99 17/08/2018
TM Fulcrum Dvfd Absl Ret C Acc GBP -0.04 -1.47 -1.23 -1.89 -1.46 17/08/2018
TM Fulcrum Dvfd Absl Ret C A EUR -0.01 -1.43 -0.46 0.35 -1.01 17/08/2018
TM Fulcrum Dvfd Absl Ret C A USD -0.16 -1.17 2.12 4.37 9.33 17/08/2018
TM Fulcrum Dvfd Absl Ret D A GBP -0.04 -1.45 -1.16 -1.70 -1.09 17/08/2018
TM Fulcrum Dvfd Absl Ret C Acc AUD -0.06 -1.70 0.65 1.07 0.44 17/08/2018
TM Fulcrum Dvfd Absl Ret B Inc EUR -0.01 -1.44 -0.54 0.10 -1.48 17/08/2018
Jupiter Strategic Reserve Inc 0.08 -0.51 -0.51 -1.96 -1.90 17/08/2018
Jupiter Strategic Reserve Acc 0.10 -0.51 -0.51 -1.96 -1.91 17/08/2018
Jupiter Strategic Reserve I Inc 0.08 -0.51 -0.41 -1.82 -1.59 17/08/2018
Jupiter Strategic Reserve I Acc 0.09 -0.49 -0.46 -1.81 -1.58 17/08/2018
Stan Life Inv GlAbsRtStr R Pf 1 A 0.02 -0.75 0.07 -0.87 -3.59 17/08/2018
Stan Life Inv GlAbsRtStr R Acc 0.03 -0.75 0.04 -0.96 -3.75 17/08/2018
Stan Life Inv GlAbsRtStr I 0.04 -0.73 0.09 -0.85 -3.57 17/08/2018
Stan Life Inv GlAbsRtStr Inst A Acc 0.04 -0.74 0.02 -1.01 -3.85 17/08/2018
Stan Life Inv GlAbsRtStr SL Acc 0.04 -0.72 0.13 -0.71 -3.28 17/08/2018
Stan Life Inv GlAbsRtStr Inst S Acc 0.04 -0.74 0.07 -0.83 -3.53 17/08/2018
JPM Gbl Macro Opps A Acc 0.13 0.03 -0.10 -5.54 -6.20 17/08/2018
JPM Gbl Macro Opps A Inc 0.14 0.04 -0.09 -5.52 -6.16 17/08/2018
JPM Gbl Macro Opps B Acc 0.14 0.00 -0.07 -5.43 -5.92 17/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Threadneedle Corporate Bond TP3 0.50 0.87 14.42 5.78 8.52
Threadneedle Corporate Bond TPZ 0.93 1.25 14.82 6.16 8.92
Threadneedle Cautious Pathway TP3 4.77 8.19 15.32 7.64 6.80
Threadneedle UK Eq Hi Alpha TPM 4.42 11.35 10.32 9.04 -
Threadneedle UK Eq Hi Alpha TPZ 5.21 12.20 11.16 9.89 9.53
Threadneedle Index Linked Bond TP6 2.34 -1.16 - - -
Threadneedle Index Linked Bond TPB 2.55 -0.97 20.51 13.48 9.05
Threadneedle UK Equities TPZ 8.38 12.68 9.46 7.09 8.24
Threadneedle Aqla Life Overseas TPU -0.31 -3.30 - - -
Threadneedle Aqla Lf O S Pltm TPQ 2.57 -7.76 - - -
Threadneedle Aqla Lf Wld EX UK TP3 12.74 15.54 - - -
Jupiter Absolute Return I Acc 3 -4.16 0.91 10.34 3.12 2.83
Jupiter Absolute Return 3 -4.74 0.31 9.64 2.45 2.47
Royal London Durtn Hgd Crdt Z Acc 4 3.11 6.54 0.36 0.00 4.31
BlackRock Absolute Return Bond P 4 -0.64 1.97 0.85 0.28 0.67
BlackRock Absolute Return Bond D 4 -0.18 2.49 1.21 0.66 1.04
BlackRock Absolute Return Bond X 4 0.35 3.05 1.64 1.11 1.59
7IM Real Return C Acc 3 0.61 6.67 3.84 10.06 6.64
7IM Real Return D Acc 3 1.04 7.44 4.51 10.80 7.34
7IM Real Return S Acc 3 0.75 6.92 4.09 10.33 -
Old Mutual UK Opps A A£ 1 -4.81 -1.47 -7.01 0.26 8.26
Old Mutual UK Opps R A£ 1 -4.09 -0.73 -6.30 1.01 8.92
Old Mutual UK Opps U1 A£ 1 -3.92 -0.58 -6.18 1.03 8.92
Old Mutual UK Opps U2 A£ 1 -3.81 -0.58 -6.16 1.55 8.59
FP Octopus Gbl Strat B 3 -0.86 2.08 1.26 5.23 0.02
FP Octopus Gbl Strat C 3 -0.78 2.16 1.32 5.35 0.14
FP Octopus Gbl Strat Y 3 -0.86 2.08 1.24 5.28 -0.03
FP Octopus Gbl Strat D 3 -1.02 1.96 1.08 - -
TM Fulcrum Dvfd Absl Ret A Acc GBP 2 1.71 0.77 -4.12 7.31 1.79
TM Fulcrum Dvfd Absl Ret B EUR 2 -1.38 - - - -
TM Fulcrum Dvfd Absl Ret C I EUR 2 -0.63 5.12 - - -
TM Fulcrum Dvfd Absl Ret C Acc GBP 2 1.96 0.96 -3.93 7.78 2.23
TM Fulcrum Dvfd Absl Ret C A EUR 2 -0.64 5.09 - - -
TM Fulcrum Dvfd Absl Ret C A USD 2 4.71 2.63 17.12 - -
TM Fulcrum Dvfd Absl Ret D A GBP 2 2.74 1.77 -3.16 - -
TM Fulcrum Dvfd Absl Ret C Acc AUD 2 -3.59 7.49 21.67 -6.77 -1.23
TM Fulcrum Dvfd Absl Ret B Inc EUR 2 -1.57 4.36 - - -
Jupiter Strategic Reserve Inc 2 -3.46 1.25 -0.51 0.71 1.93
Jupiter Strategic Reserve Acc 2 -3.48 1.23 -0.52 0.71 1.92
Jupiter Strategic Reserve I Inc 2 -2.86 1.89 0.01 1.27 2.46
Jupiter Strategic Reserve I Acc 2 -2.85 1.90 0.02 1.20 2.44
Stan Life Inv GlAbsRtStr R Pf 1 A 1 -3.46 2.58 -4.14 6.26 6.27
Stan Life Inv GlAbsRtStr R Acc 1 -3.78 2.24 -4.59 5.62 5.55
Stan Life Inv GlAbsRtStr I 1 -3.40 2.63 -4.11 6.26 6.25
Stan Life Inv GlAbsRtStr Inst A Acc 1 -3.99 2.01 - - -
Stan Life Inv GlAbsRtStr SL Acc 1 -2.82 3.24 -3.52 - -
Stan Life Inv GlAbsRtStr Inst S Acc 1 -3.32 2.73 -4.02 6.43 6.41
JPM Gbl Macro Opps A Acc 3 6.69 0.99 1.60 24.66 3.03
JPM Gbl Macro Opps A Inc 3 6.62 0.96 1.60 24.66 3.03
JPM Gbl Macro Opps B Acc 3 7.42 1.64 2.21 25.33 3.36
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Threadneedle Corporate Bond TP3 GBX 0.0 0.0 - 0.00 - 0.350
Threadneedle Corporate Bond TPZ GBX 0.0 0.0 - 0.00 - 0.000
Threadneedle Cautious Pathway TP3 GBX 0.0 0.0 - 0.00 - 0.580
Threadneedle UK Eq Hi Alpha TPM GBX 0.0 0.0 - 0.00 - 0.760
Threadneedle UK Eq Hi Alpha TPZ GBX 0.0 0.0 - 0.00 - 0.000
Threadneedle Index Linked Bond TP6 GBX 0.0 0.0 - 0.00 - 0.340
Threadneedle Index Linked Bond TPB GBX 0.0 0.0 - 0.00 - 0.140
Threadneedle UK Equities TPZ GBX 0.0 0.0 - 0.00 - 0.000
Threadneedle Aqla Life Overseas TPU GBX 0.0 0.0 - - - 0.360
Threadneedle Aqla Lf O S Pltm TPQ GBX 0.0 0.0 - - - 0.150
Threadneedle Aqla Lf Wld EX UK TP3 GBX 0.0 0.0 - - - 0.260
Jupiter Absolute Return I Acc GBX 5,000.0 0.1 0.00 0.63 0.87 0.840
Jupiter Absolute Return GBX 0.5 0.1 0.00 1.25 1.48 1.470
Royal London Durtn Hgd Crdt Z Acc GBX 1,000.0 50.0 0.00 0.50 - 0.550
BlackRock Absolute Return Bond P GBX 0.5 0.1 5.00 1.00 1.32 1.090
BlackRock Absolute Return Bond D GBX 100.0 0.0 0.00 0.50 0.98 0.590
BlackRock Absolute Return Bond X GBX 10,000.0 0.0 0.00 0.00 - 0.030
7IM Real Return C Acc GBX 1.0 1.0 0.00 0.60 1.11 0.810
7IM Real Return D Acc GBX 5,000.0 1.0 5.00 0.25 - 0.460
7IM Real Return S Acc GBX 10,000.0 0.0 5.00 0.50 - 0.710
Old Mutual UK Opps A A£ GBX 1.0 0.5 4.00 - - 1.650
Old Mutual UK Opps R A£ GBX 5,000.0 150.0 0.00 - - 0.900
Old Mutual UK Opps U1 A£ GBX 75,000.0 500.0 0.00 - - 0.830
Old Mutual UK Opps U2 A£ GBX 250,000.0 1,000.0 0.00 - - 0.750
FP Octopus Gbl Strat B GBX 3.0 1.0 0.00 0.55 1.30 1.300
FP Octopus Gbl Strat C GBX 10,000.0 1,000.0 0.00 0.45 1.20 1.200
FP Octopus Gbl Strat Y GBX 1.0 1.0 0.00 0.55 1.30 1.300
FP Octopus Gbl Strat D GBX 3.0 1.0 0.00 0.75 1.50 1.500
TM Fulcrum Dvfd Absl Ret A Acc GBP GBX 500.0 0.0 5.00 1.00 1.10 1.320
TM Fulcrum Dvfd Absl Ret B EUR EUR 10.0 0.0 5.00 1.50 1.60 1.820
TM Fulcrum Dvfd Absl Ret C I EUR EUX 5,000.0 0.0 5.00 0.75 0.85 1.070
TM Fulcrum Dvfd Absl Ret C Acc GBP GBX 5,000.0 0.0 5.00 0.75 0.85 1.070
TM Fulcrum Dvfd Absl Ret C A EUR EUX 5,000.0 0.0 5.00 0.75 0.85 1.070
TM Fulcrum Dvfd Absl Ret C A USD USX 5,000.0 0.0 5.00 0.75 0.85 1.070
TM Fulcrum Dvfd Absl Ret D A GBP GBX 10.0 0.0 5.00 0.00 0.10 0.320
TM Fulcrum Dvfd Absl Ret C Acc AUD AUX 5,000.0 0.0 5.00 0.75 0.85 1.070
TM Fulcrum Dvfd Absl Ret B Inc EUR EUX 10.0 0.0 5.00 1.50 1.60 1.820
Jupiter Strategic Reserve Inc GBX 0.5 0.1 0.00 1.30 1.50 1.450
Jupiter Strategic Reserve Acc GBX 0.5 0.1 0.00 1.30 1.50 1.450
Jupiter Strategic Reserve I Inc GBX 5,000.0 50.0 0.00 0.65 1.50 0.800
Jupiter Strategic Reserve I Acc GBX 5,000.0 50.0 0.00 0.65 1.50 0.800
Stan Life Inv GlAbsRtStr R Pf 1 A GBX 2,000.0 0.0 0.00 0.75 - 0.890
Stan Life Inv GlAbsRtStr R Acc GBX 0.5 0.5 4.00 1.30 - 1.310
Stan Life Inv GlAbsRtStr I GBX 5,000.0 50.0 0.00 0.75 - 0.840
Stan Life Inv GlAbsRtStr Inst A Acc GBX 5,000.0 50.0 0.00 1.50 - 1.590
Stan Life Inv GlAbsRtStr SL Acc GBX 250.0 50.0 0.00 0.00 - 0.090
Stan Life Inv GlAbsRtStr Inst S Acc GBX 750,000.0 750,000.0 0.00 0.60 - 0.720
JPM Gbl Macro Opps A Acc GBX 1.0 0.1 0.00 1.25 1.40 1.400
JPM Gbl Macro Opps A Inc GBX 1.0 0.1 0.00 1.25 1.40 1.400
JPM Gbl Macro Opps B Acc GBX 1,000.0 100.0 0.00 0.60 0.75 0.750
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