Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Schroder Diversified Growth I Acc 1 12.84 22.87 38.12 1.00
Schroder Moorgate I M Acc 8.41 0.00 0.00 3.08
Schroder Moorgate I M Inc 8.47 0.00 0.00 3.12
Schroder Moorgate II M Acc 4.57 0.00 0.00 2.79
Schroder Moorgate II M Inc 4.57 0.00 0.00 2.84
The Norfolk Trust 2 3.90 31.52 58.89 1.56
Schroder Gbl Climate Change I Acc 2 3.57 0.00 0.00 0.50
FP Towers Watson Sel Gth A GBP 8.87 31.99 0.00 0.00
FP Towers Watson Sel Gth P EUR -5.95 0.00 0.00 0.00
TM Cheviot Balanced C Acc 3 9.23 35.10 55.47 1.45
CF Tasman Inc 2 -3.13 10.82 24.60 0.83
The Water Tigress Inc 2 -4.53 5.39 9.32 1.06
The Water Tigress Acc 2 -4.69 4.79 8.53 1.05
The Holmbush 2 -4.17 7.58 23.06 0.97
The Cardinal Inc 4 14.77 24.71 50.13 0.81
The Buckingham 2 10.64 23.33 36.98 1.08
The Notts Trust 3 2.87 34.15 46.85 1.40
VT Craigshannoch Multi Strategy A 1 0.16 -14.79 0.00 0.11
VT Turcan Connell Capital Strategy 1 3.78 13.22 0.00 0.00
LF Miton Worldwide Opps E GBP 5 7.54 49.27 64.44 0.56
LF Davids 1 3.20 16.27 31.33 0.29
VT CTAK Capiv A Inc 0.00 0.00 0.00 0.00
VT The Prestney Inc 2 6.05 26.73 35.73 1.44
VT Matterhorn A Inc 0.00 0.00 0.00 0.00
VT Mulgy 0.00 0.00 0.00 0.00
IFSL James Hambro Barnham Broom 3 7.26 30.88 49.44 0.00
IFSL James Hambro Master 3 6.72 31.19 47.42 2.50
IFSL James Hambro Rires 4 7.51 31.91 51.79 0.00
IFSL James Hambro Penrhos Inc 3 7.15 29.03 44.52 0.00
S&W Gloucester 3 6.45 33.80 40.81 2.57
S&W Norton 1 3.95 21.05 34.47 1.52
Lib Bal CWM Acc 2 4.60 24.60 37.77 1.12
Lib Bal D Acc 2 4.56 24.81 38.64 1.12
Lib Bal X Acc 2 5.60 28.95 47.76 1.11
Lib Bal X Inc 2 5.60 0.00 0.00 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
LF New Viaduct Inst Inc 4 10.87 37.51 63.45 0.40
LF Gulland 4 8.54 36.22 60.78 0.66
LF JOHIM Arbor 3 10.27 34.74 48.50 0.18
LF New Floco 4 7.76 41.39 77.18 0.60
LF OHP 4 11.36 45.18 57.21 0.00
LF Mulberry Inc 2 7.30 32.89 43.48 0.53
LF Circus 3 7.50 34.60 47.18 0.58
LF New Grande Motte 3 8.26 35.69 51.72 0.84
LF The Abbotsford 3 7.51 33.21 46.20 1.07
Lib Stgc X Acc 2 5.08 23.99 40.79 1.70
Lib Stgc D Acc 2 4.06 20.00 32.16 0.24
Lib Stgc C Inc 2 3.75 19.53 32.30 0.41
VT Arden A 5 7.99 27.10 0.00 0.28
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Schroder Diversified Growth I Acc -0.43 0.46 0.76 -0.45 5.01 15/08/2013
Schroder Moorgate I M Acc 0.36 1.69 1.25 0.79 -1.60 21/08/2014
Schroder Moorgate I M Inc 0.36 1.69 1.26 0.80 -1.54 21/08/2014
Schroder Moorgate II M Acc 0.02 0.80 0.60 1.82 0.37 21/08/2014
Schroder Moorgate II M Inc 0.02 0.81 0.61 -0.61 0.36 21/08/2014
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
FP Towers Watson Sel Gth A GBP 0.00 0.00 0.00 1.57 5.82 10/06/2015
FP Towers Watson Sel Gth P EUR -0.94 -0.22 1.29 2.11 -8.85 10/06/2015
TM Cheviot Balanced C Acc 0.26 0.39 1.97 -1.34 1.91 07/08/2015
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
The Water Tigress Inc -0.35 - -1.84 5.36 1.42 13/05/2016
The Water Tigress Acc -0.32 - -1.84 5.25 1.25 13/05/2016
The Holmbush 0.94 0.94 0.47 1.54 -0.72 31/05/2016
The Cardinal Inc -0.89 -0.89 -2.90 9.75 10.39 15/09/2016
The Buckingham 1.63 - - 2.82 3.93 15/01/2018
The Notts Trust 0.10 -1.25 0.95 3.33 6.12 17/08/2018
VT Craigshannoch Multi Strategy A 0.46 -2.85 -2.81 -10.95 -0.46 17/08/2018
VT Turcan Connell Capital Strategy 0.02 -1.27 0.32 -0.44 2.24 17/08/2018
LF Miton Worldwide Opps E GBP 0.17 -0.27 0.73 1.21 2.12 17/08/2018
LF Davids -0.13 -0.13 0.25 0.96 3.41 15/08/2018
VT CTAK Capiv A Inc -0.04 -1.08 -0.28 -1.09 0.77 17/08/2018
VT The Prestney Inc -0.55 -0.55 1.63 3.45 4.75 17/08/2018
VT Matterhorn A Inc -0.05 -1.08 -0.11 -1.35 - 17/08/2018
VT Mulgy -0.02 -1.02 -0.21 -0.84 1.21 17/08/2018
IFSL James Hambro Barnham Broom -0.31 -0.31 1.70 2.28 7.96 15/08/2018
IFSL James Hambro Master -0.42 -0.42 2.24 2.62 7.87 15/08/2018
IFSL James Hambro Rires -0.44 -0.44 1.84 2.62 8.02 15/08/2018
IFSL James Hambro Penrhos Inc -0.27 -0.27 1.96 3.01 8.63 15/08/2018
S&W Gloucester 0.71 0.71 2.17 2.85 7.05 14/08/2018
S&W Norton -1.05 -1.05 1.80 2.14 7.49 15/08/2018
Lib Bal CWM Acc 0.00 -1.15 0.62 0.74 4.54 17/08/2018
Lib Bal D Acc -0.06 -1.17 0.56 0.69 4.49 17/08/2018
Lib Bal X Acc -0.06 -1.13 0.63 0.98 5.03 17/08/2018
Lib Bal X Inc -0.06 -1.13 0.63 0.98 5.03 17/08/2018
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
LF New Viaduct Inst Inc 2.46 2.46 2.19 5.56 9.98 15/08/2018
LF Gulland 1.42 1.42 2.01 4.98 10.54 15/08/2018
LF JOHIM Arbor 1.84 1.84 2.41 4.56 9.20 15/08/2018
LF New Floco 0.12 0.12 2.31 4.54 9.64 15/08/2018
LF OHP 2.26 2.26 2.99 7.02 13.38 15/08/2018
LF Mulberry Inc 1.37 1.37 1.55 4.47 10.12 15/08/2018
LF Circus 1.33 1.33 1.45 4.26 9.89 15/08/2018
LF New Grande Motte 1.90 1.90 2.76 5.97 10.41 15/08/2018
LF The Abbotsford 0.62 0.62 1.14 3.16 7.74 15/08/2018
Lib Stgc X Acc 0.06 -0.87 0.41 0.82 4.76 17/08/2018
Lib Stgc D Acc 0.06 -0.87 0.38 0.57 4.26 17/08/2018
Lib Stgc C Inc 0.06 -0.88 0.32 0.50 4.09 17/08/2018
VT Arden A -0.05 -1.99 -0.87 -2.35 1.36 17/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Schroder Diversified Growth I Acc 1 12.84 2.68 6.05 12.37 0.04
Schroder Moorgate I M Acc 8.41 - - - -
Schroder Moorgate I M Inc 8.47 - - - -
Schroder Moorgate II M Acc 4.57 - - - -
Schroder Moorgate II M Inc 4.57 - - - -
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
FP Towers Watson Sel Gth A GBP 8.87 5.63 14.77 - -
FP Towers Watson Sel Gth P EUR -5.95 1.58 - - -
TM Cheviot Balanced C Acc 3 9.23 4.71 18.13 13.13 1.72
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
The Water Tigress Inc 2 -4.53 7.17 3.00 13.38 -8.51
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
The Cardinal Inc 4 14.77 2.57 5.94 9.53 9.91
The Buckingham 2 10.64 21.23 -8.04 6.31 4.47
The Notts Trust 3 2.87 10.20 18.33 5.38 3.89
VT Craigshannoch Multi Strategy A 1 0.16 -18.59 4.50 - -
VT Turcan Connell Capital Strategy 1 3.78 4.25 4.65 - -
LF Miton Worldwide Opps E GBP 5 7.54 24.40 11.57 3.04 6.91
LF Davids 1 3.20 3.94 8.40 11.61 1.20
VT CTAK Capiv A Inc - - - - -
VT The Prestney Inc 2 6.05 6.55 12.14 4.26 2.73
VT Matterhorn A Inc - - - - -
VT Mulgy - - - - -
IFSL James Hambro Barnham Broom 3 7.26 11.60 9.34 10.58 3.26
IFSL James Hambro Master 3 6.72 11.11 10.64 7.86 4.18
IFSL James Hambro Rires 4 7.51 12.17 9.39 10.25 4.37
IFSL James Hambro Penrhos Inc 3 7.15 11.45 8.05 10.16 1.67
S&W Gloucester 3 6.45 7.87 16.52 2.07 3.10
S&W Norton 1 3.95 6.70 9.13 5.92 4.87
Lib Bal CWM Acc 2 4.60 8.76 9.52 6.14 4.17
Lib Bal D Acc 2 4.56 8.79 9.72 6.37 4.43
Lib Bal X Acc 2 5.60 9.92 11.09 8.10 6.00
Lib Bal X Inc 2 5.60 11.17 - - -
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
LF New Viaduct Inst Inc 4 10.87 9.49 13.28 14.09 4.19
LF Gulland 4 8.54 8.45 15.73 12.03 5.36
LF JOHIM Arbor 3 10.27 9.22 11.87 6.07 3.91
LF New Floco 4 7.76 10.15 19.13 17.88 6.30
LF OHP 4 11.36 9.29 19.29 7.31 0.91
LF Mulberry Inc 2 7.30 10.75 11.83 4.83 2.99
LF Circus 3 7.50 11.02 12.78 4.44 4.70
LF New Grande Motte 3 8.26 8.68 15.32 11.08 0.66
LF The Abbotsford 3 7.51 9.72 12.93 5.73 3.81
Lib Stgc X Acc 2 5.08 7.86 9.39 8.21 4.94
Lib Stgc D Acc 2 4.06 6.78 8.00 6.51 3.40
Lib Stgc C Inc 2 3.75 6.59 8.09 6.70 3.73
VT Arden A 5 7.99 11.94 5.15 8.66 -
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Schroder Diversified Growth I Acc GBX 1,000.0 20.0 10.00 0.75 0.84 0.790
Schroder Moorgate I M Acc GBX 3,000.0 100.0 10.00 0.60 - 0.820
Schroder Moorgate I M Inc GBX 3,000.0 100.0 10.00 0.60 - 0.820
Schroder Moorgate II M Acc GBX 3,000.0 100.0 10.00 0.40 - 1.290
Schroder Moorgate II M Inc GBX 3,000.0 100.0 10.00 0.40 - 1.290
The Norfolk Trust GBX 100.0 100.0 10.00 0.75 0.86 -
Schroder Gbl Climate Change I Acc GBX 25,000.0 10,000.0 10.00 0.75 - 0.790
FP Towers Watson Sel Gth A GBP GBX 5,000.0 0.0 10.00 0.32 2.09 2.090
FP Towers Watson Sel Gth P EUR EUX 5,000.0 0.0 10.00 0.32 2.21 2.210
TM Cheviot Balanced C Acc GBX 100.0 0.0 10.00 0.00 0.00 1.120
CF Tasman Inc GBX 100.0 10.0 10.00 1.00 1.48 1.600
The Water Tigress Inc GBX 0.0 0.0 10.00 0.77 1.48 1.330
The Water Tigress Acc GBX 0.0 0.0 10.00 0.77 1.48 1.330
The Holmbush GBX 0.0 0.0 10.00 0.77 1.54 1.660
The Cardinal Inc GBX 0.0 0.0 10.00 1.03 1.20 1.360
The Buckingham GBX 0.0 0.0 10.00 1.03 1.53 1.250
The Notts Trust GBX 100.0 100.0 10.00 0.75 0.86 0.950
VT Craigshannoch Multi Strategy A GBX 250.0 0.0 10.00 0.50 0.80 0.800
VT Turcan Connell Capital Strategy GBX 250.0 0.0 10.00 0.55 1.94 1.940
LF Miton Worldwide Opps E GBP GBX 10,000.0 1,000.0 10.00 0.50 - 0.810
LF Davids GBX 0.0 0.0 10.00 1.02 1.35 1.380
VT CTAK Capiv A Inc GBX 250.0 250.0 10.00 0.50 1.55 1.550
VT The Prestney Inc GBX 100.0 10.0 10.00 1.00 1.10 1.100
VT Matterhorn A Inc GBX 250.0 0.0 10.00 - - -
VT Mulgy GBX 250.0 0.0 10.00 0.50 1.95 1.950
IFSL James Hambro Barnham Broom GBP 100.0 10.0 10.00 1.00 - 1.480
IFSL James Hambro Master GBP 100.0 10.0 10.00 0.70 0.89 1.000
IFSL James Hambro Rires GBX 100.0 10.0 10.00 1.00 - 1.360
IFSL James Hambro Penrhos Inc GBX 100.0 10.0 10.00 1.03 1.65 1.890
S&W Gloucester GBX 100.0 100.0 10.00 0.65 0.78 0.870
S&W Norton GBX 100.0 10.0 10.00 0.70 1.77 1.390
Lib Bal CWM Acc GBX 0.0 0.0 10.00 1.00 0.00 1.500
Lib Bal D Acc GBX 0.0 0.0 10.00 1.50 0.00 1.500
Lib Bal X Acc GBX 0.0 0.0 10.00 0.00 0.00 0.500
Lib Bal X Inc GBX 0.0 0.0 10.00 - - 0.620
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
LF New Viaduct Inst Inc GBX 0.0 0.0 10.00 1.00 1.40 1.280
LF Gulland GBX 50.0 50.0 10.00 0.79 1.35 1.080
LF JOHIM Arbor GBX 0.0 0.0 10.00 1.16 1.34 1.560
LF New Floco GBX 100.0 10.0 10.00 0.40 1.21 1.440
LF OHP GBX 0.0 0.0 10.00 1.00 1.53 1.270
LF Mulberry Inc GBX 100.0 10.0 10.00 1.00 1.40 1.260
LF Circus GBX 0.0 0.0 10.00 1.00 1.26 1.130
LF New Grande Motte GBX 0.0 0.0 10.00 0.78 1.33 1.120
LF The Abbotsford GBX 100.0 10.0 10.00 0.92 1.22 1.000
Lib Stgc X Acc GBX 0.0 0.0 10.00 0.00 0.00 0.860
Lib Stgc D Acc GBX 0.0 0.0 10.00 1.50 0.00 1.860
Lib Stgc C Inc GBX 0.0 0.0 10.00 1.25 0.00 2.110
VT Arden A GBX 250.0 0.0 10.00 0.50 1.69 1.690
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