Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
TM Levitas B 1 0.23 9.33 18.04 2.00
TM Levitas B B Acc 1 0.83 11.56 21.64 0.90
Thesis Palfrey Inc 2 3.26 23.16 36.25 2.90
HC Charteris Property B Acc 4 -5.10 -7.76 15.44 4.38
HC Charteris Property B Inc 4 -5.13 -6.98 16.40 4.51
HC Charteris Property R Acc 4 -5.10 -7.76 15.44 4.37
HC Charteris Property R Inc 4 -5.12 -7.78 15.40 4.51
Liontrust European Absol Rtn I 1 -6.16 -5.14 0.00 0.00
HC Charteris Property A Acc 4 -4.63 -6.04 19.36 4.35
HC Charteris Property A Inc 4 -4.65 -6.19 19.04 4.49
FP Apol MulAss Def A Acc GBP 1 -7.52 -5.31 0.00 0.00
HC FCM Salamanca Gbl Prp 1 S GBP 1 0.00 -4.47 -39.96 0.00
Elite Hasley Diversifier Pfl Ret -5.23 -10.34 -5.88 0.00
EFA AR Diversity Strtgy Pfl A Acc 1 -2.10 -5.96 0.00 0.00
TC Sthrvr Gld and Prcs Mts A 1 -22.51 26.20 -30.62 0.00
Old Mutual Voyager Alt Inv A Hg EUR 1 -6.14 -10.18 0.00 0.01
FP Apol MulAss Def D GBP 1 -7.06 -3.85 0.00 0.00
FP Apol MulAss Def D Inc GBP 1 -7.06 -7.10 0.00 0.00
FP SCDavies Global FI Acc £ 1 -2.59 -1.74 1.16 0.03
FP SCDavies Global FI Inc £ 1 -2.57 -1.73 1.38 0.03
HC FCM Salamanca Gbl Prp 1 I £ 1 -23.96 -34.29 -58.74 0.00
HC FCM Salamanca Gbl Prp 1 I € 1 -23.90 -33.94 -58.75 0.00
HC FCM Salamanca Gbl Prp 1 S EUR 1 -1.55 25.76 -0.60 0.00
FP Apol MulAss Def F GBP 1 -6.83 -3.12 0.00 0.00
Acumen Defensive Pfolio B 1 3.24 6.86 0.00 0.00
EFA AR Diversity Strtgy Pfl B Acc 1 -1.33 -4.23 0.00 0.00
EFA AR Diversity Strtgy Pfl A Inc 1 0.00 -1.55 0.00 0.00
The Westhead 1 12.98 12.93 54.35 1.16
CF Lacomp World 3 -9.57 -10.21 -4.08 0.00
Old Mutual Voyager Alt Inv A Hg SEK 1 -9.87 -7.56 16.92 0.00
Acumen Defensive Pfolio A 1 2.66 5.21 0.00 0.00
IWI Growth Pfl A Acc 2 -7.27 5.52 1.53 0.00
Old Mutual Voyager Alt Inv A Hg USD 1 -9.33 -4.82 -4.11 0.00
Elite Hasley Diversifier Pfl A -4.66 0.00 0.00 0.00
Aberdeen MM Optimal MultiAss F Acc 2 5.99 22.66 30.61 0.20
Premier Liberation VIII A Acc 1 -2.47 20.27 22.42 0.00
Old Mutual Voyager Alt Inv A Hg GBP 1 1.45 1.01 9.62 0.00
MI Dwng UK MC Gth B Acc 1 -6.81 11.01 73.02 0.44
VT icf Absolute Return Pfl A 3 0.00 0.00 0.00 0.00
FP Apol MulAss Def D USD 1 5.41 10.50 0.00 0.00
LF Livingbridge UK Micro Cap A Acc 5 18.37 54.49 133.49 0.63
M&G Episode Macro T Hg € -3.99 34.08 33.89 0.00
HC Chr Gbl Mac A Acc 3 -3.20 21.33 0.00 1.99
IFSL Sinfonia Advntrs Gth Pfl C Acc 1 2.51 25.90 34.59 0.00
MI Momentum Focus 3 B Acc 2 -1.46 11.53 15.84 0.00
CF Resilient 4 X Acc 2 6.31 16.49 19.10 1.50
Hurlingham Mgd Growth Acc 1 17.76 29.14 57.70 0.00
Hurlingham Mgd Growth Inc 1 17.75 29.13 57.72 0.00
FP SCDavies Gbl Altnves Acc £ 1 -0.92 -1.71 2.82 0.00
Castlefield BESTSustUKSmCos Gen Inc 4 6.09 47.23 74.41 0.00
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
TM Levitas B -0.15 -0.39 0.31 0.62 1.98 16/08/2018
TM Levitas B B Acc -0.15 -0.37 0.30 0.76 2.30 16/08/2018
Thesis Palfrey Inc 0.21 -0.68 0.97 1.65 4.52 16/08/2018
HC Charteris Property B Acc 0.17 -1.96 -2.25 -6.48 -1.04 16/08/2018
HC Charteris Property B Inc 0.16 -1.97 -2.25 -6.49 -1.05 16/08/2018
HC Charteris Property R Acc 0.17 -1.96 -2.25 -6.48 -1.04 16/08/2018
HC Charteris Property R Inc 0.16 -1.97 -2.25 -6.49 -1.06 16/08/2018
Liontrust European Absol Rtn I 0.07 0.09 -0.58 1.67 -6.01 10/03/2014
HC Charteris Property A Acc 0.17 -1.95 -2.21 -6.36 -0.80 16/08/2018
HC Charteris Property A Inc 0.17 -1.95 -2.21 -6.37 -0.81 16/08/2018
FP Apol MulAss Def A Acc GBP -0.19 -0.40 -1.76 -3.91 -6.58 05/02/2016
HC FCM Salamanca Gbl Prp 1 S GBP 0.00 0.00 0.00 0.00 0.00 16/08/2018
Elite Hasley Diversifier Pfl Ret 2.17 - 2.17 -0.62 -2.77 28/09/2015
EFA AR Diversity Strtgy Pfl A Acc 0.03 0.11 -0.28 -0.83 -2.44 06/03/2015
TC Sthrvr Gld and Prcs Mts A -2.53 -4.19 -7.20 -14.50 -17.63 16/08/2018
Old Mutual Voyager Alt Inv A Hg EUR -0.05 -0.61 -0.91 0.55 -2.37 13/05/2014
FP Apol MulAss Def D GBP -0.18 -0.40 -1.72 -3.79 -6.35 05/02/2016
FP Apol MulAss Def D Inc GBP -0.18 -0.40 -1.71 -3.79 -6.34 05/02/2016
FP SCDavies Global FI Acc £ -0.03 -0.69 -0.20 -0.64 -1.07 16/08/2018
FP SCDavies Global FI Inc £ -0.04 -0.70 -0.21 -0.65 -1.05 16/08/2018
HC FCM Salamanca Gbl Prp 1 I £ 0.52 -0.61 3.65 -1.96 -9.03 16/08/2018
HC FCM Salamanca Gbl Prp 1 I € 0.26 -0.56 3.40 -1.82 -8.91 16/08/2018
HC FCM Salamanca Gbl Prp 1 S EUR 0.26 -0.46 1.16 2.41 0.97 16/08/2018
FP Apol MulAss Def F GBP -0.18 -0.39 -1.70 -3.73 -6.23 05/02/2016
Acumen Defensive Pfolio B -0.01 -0.01 -0.09 -0.35 0.46 19/09/2014
EFA AR Diversity Strtgy Pfl B Acc 0.04 0.12 -0.24 -0.71 -2.20 06/03/2015
EFA AR Diversity Strtgy Pfl A Inc 0.00 0.00 0.00 0.00 0.00 06/03/2015
The Westhead 0.46 0.00 0.84 -0.73 -0.77 29/10/2013
CF Lacomp World -0.07 -0.42 -2.34 -4.53 -9.08 25/02/2015
Old Mutual Voyager Alt Inv A Hg SEK 0.52 0.02 0.03 -1.13 -2.54 13/05/2014
Acumen Defensive Pfolio A -0.01 -0.02 -0.12 -0.49 0.17 19/09/2014
IWI Growth Pfl A Acc -0.09 -0.01 -5.39 -4.33 -8.88 29/01/2016
Old Mutual Voyager Alt Inv A Hg USD 1.85 2.86 1.72 2.32 -2.29 14/05/2014
Elite Hasley Diversifier Pfl A 2.22 - 2.22 -0.59 -2.55 28/09/2015
Aberdeen MM Optimal MultiAss F Acc 0.08 0.77 2.66 6.07 5.39 30/01/2015
Premier Liberation VIII A Acc 0.66 0.59 0.63 0.64 -8.60 20/11/2015
Old Mutual Voyager Alt Inv A Hg GBP 2.76 2.99 3.31 3.99 3.37 14/05/2014
MI Dwng UK MC Gth B Acc 0.02 1.11 -1.32 -3.48 -3.60 16/08/2018
VT icf Absolute Return Pfl A 0.00 0.00 0.00 0.00 0.00 16/08/2018
FP Apol MulAss Def D USD 0.66 -0.77 0.38 4.10 6.81 05/02/2016
LF Livingbridge UK Micro Cap A Acc -0.19 0.47 -0.15 4.90 11.28 16/08/2018
M&G Episode Macro T Hg € 0.44 -3.39 -1.50 -4.76 -6.11 16/08/2018
HC Chr Gbl Mac A Acc -1.61 -5.41 -5.42 -7.75 -1.68 16/08/2018
IFSL Sinfonia Advntrs Gth Pfl C Acc -0.36 -1.64 0.54 -0.53 2.76 16/08/2018
MI Momentum Focus 3 B Acc -0.22 -0.62 -0.45 -0.35 0.56 16/08/2018
CF Resilient 4 X Acc 0.43 0.07 0.66 -2.22 -4.31 16/10/2015
Hurlingham Mgd Growth Acc -0.23 0.58 3.64 6.63 11.53 14/10/2016
Hurlingham Mgd Growth Inc -0.23 0.58 3.64 6.62 11.53 14/10/2016
FP SCDavies Gbl Altnves Acc £ -0.30 -0.42 0.02 -1.19 -1.51 16/08/2018
Castlefield BESTSustUKSmCos Gen Inc -0.62 -0.14 -1.87 -0.05 4.20 16/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
TM Levitas B 1 0.23 3.79 5.09 3.42 4.40
TM Levitas B B Acc 1 0.83 4.51 5.86 4.10 4.75
Thesis Palfrey Inc 2 3.26 7.30 11.16 5.34 5.02
HC Charteris Property B Acc 4 -5.10 4.94 -7.38 12.55 11.20
HC Charteris Property B Inc 4 -5.13 6.17 -7.65 12.57 11.17
HC Charteris Property R Acc 4 -5.10 4.95 -7.38 12.56 11.18
HC Charteris Property R Inc 4 -5.12 4.92 -7.36 12.51 11.23
Liontrust European Absol Rtn I 1 -6.16 -4.23 5.55 - -
HC Charteris Property A Acc 4 -4.63 5.58 -6.68 13.40 12.02
HC Charteris Property A Inc 4 -4.65 5.41 -6.67 13.43 11.87
FP Apol MulAss Def A Acc GBP 1 -7.52 -0.16 2.56 3.10 -
HC FCM Salamanca Gbl Prp 1 S GBP 1 0.00 0.00 -4.47 -28.86 -11.66
Elite Hasley Diversifier Pfl Ret -5.23 -0.87 -4.56 4.74 0.23
EFA AR Diversity Strtgy Pfl A Acc 1 -2.10 -6.16 2.37 - -
TC Sthrvr Gld and Prcs Mts A 1 -22.51 -8.12 77.25 -24.87 -26.83
Old Mutual Voyager Alt Inv A Hg EUR 1 -6.14 8.98 -12.19 - -
FP Apol MulAss Def D GBP 1 -7.06 0.33 3.11 3.61 -
FP Apol MulAss Def D Inc GBP 1 -7.06 0.24 -0.28 - -
FP SCDavies Global FI Acc £ 1 -2.59 0.20 0.67 -1.04 4.04
FP SCDavies Global FI Inc £ 1 -2.57 0.19 0.67 -0.99 4.21
HC FCM Salamanca Gbl Prp 1 I £ 1 -23.96 -10.26 -3.71 -29.26 -11.22
HC FCM Salamanca Gbl Prp 1 I € 1 -23.90 -10.21 -3.33 -29.62 -11.27
HC FCM Salamanca Gbl Prp 1 S EUR 1 -1.55 4.70 22.00 -11.25 -10.94
FP Apol MulAss Def F GBP 1 -6.83 0.57 3.40 0.47 -
Acumen Defensive Pfolio B 1 3.24 3.48 0.03 -0.16 -
EFA AR Diversity Strtgy Pfl B Acc 1 -1.33 -5.67 2.89 - -
EFA AR Diversity Strtgy Pfl A Inc 1 0.00 -3.64 2.17 - -
The Westhead 1 12.98 0.46 -0.50 18.75 15.09
CF Lacomp World 3 -9.57 -3.99 3.42 -6.22 13.91
Old Mutual Voyager Alt Inv A Hg SEK 1 -9.87 15.69 -11.34 14.02 10.92
Acumen Defensive Pfolio A 1 2.66 2.97 -0.47 -0.66 -
IWI Growth Pfl A Acc 2 -7.27 3.56 9.88 6.62 -9.75
Old Mutual Voyager Alt Inv A Hg USD 1 -9.33 8.34 -3.11 -7.22 8.59
Elite Hasley Diversifier Pfl A -4.66 -0.64 - - -
Aberdeen MM Optimal MultiAss F Acc 2 5.99 6.19 8.99 -4.90 11.96
Premier Liberation VIII A Acc 1 -2.47 3.09 19.62 7.60 -5.40
Old Mutual Voyager Alt Inv A Hg GBP 1 1.45 3.08 -3.42 3.65 4.71
MI Dwng UK MC Gth B Acc 1 -6.81 22.91 -3.08 25.05 24.64
VT icf Absolute Return Pfl A 3 0.00 0.00 0.00 - -
FP Apol MulAss Def D USD 1 5.41 7.39 -2.38 2.93 -
LF Livingbridge UK Micro Cap A Acc 5 18.37 31.00 -0.37 16.31 29.95
M&G Episode Macro T Hg € -3.99 13.99 22.51 -4.46 4.52
HC Chr Gbl Mac A Acc 3 -3.20 -4.20 30.85 - -
IFSL Sinfonia Advntrs Gth Pfl C Acc 1 2.51 10.84 10.81 3.26 3.53
MI Momentum Focus 3 B Acc 2 -1.46 1.56 11.44 0.57 3.28
CF Resilient 4 X Acc 2 6.31 1.34 8.12 5.30 -2.91
Hurlingham Mgd Growth Acc 1 17.76 9.67 -0.01 12.89 8.18
Hurlingham Mgd Growth Inc 1 17.75 9.69 -0.03 12.90 8.18
FP SCDavies Gbl Altnves Acc £ 1 -0.92 0.31 -1.11 2.82 1.74
Castlefield BESTSustUKSmCos Gen Inc 4 6.09 31.23 5.75 5.52 12.27
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
TM Levitas B GBX 1.0 0.0 5.00 1.50 15.41 2.180
TM Levitas B B Acc GBX 1.0 1.0 0.00 0.65 15.41 1.330
Thesis Palfrey Inc GBX 50.0 0.0 5.00 0.60 11.47 1.530
HC Charteris Property B Acc GBX 1.0 0.1 5.00 1.50 5.16 7.750
HC Charteris Property B Inc GBX 1.0 0.1 5.00 1.50 5.16 7.750
HC Charteris Property R Acc GBX 1.0 0.1 5.00 1.50 5.16 7.750
HC Charteris Property R Inc GBX 1.0 0.1 5.00 1.50 5.16 7.750
Liontrust European Absol Rtn I GBX 5,000.0 100.0 0.00 0.75 4.50 1.180
HC Charteris Property A Acc GBX 1.0 0.1 0.00 1.00 4.41 7.250
HC Charteris Property A Inc GBX 1.0 0.1 0.00 1.00 4.41 7.250
FP Apol MulAss Def A Acc GBP GBX 1.0 0.5 5.00 1.50 4.34 4.340
HC FCM Salamanca Gbl Prp 1 S GBP GBX 0.0 0.0 0.00 0.25 4.20 -
Elite Hasley Diversifier Pfl Ret GBX 5.0 1.0 0.05 0.15 3.98 3.980
EFA AR Diversity Strtgy Pfl A Acc GBX 1.0 1.0 5.00 1.50 3.92 3.920
TC Sthrvr Gld and Prcs Mts A GBX 0.5 0.0 0.00 1.50 3.85 3.730
Old Mutual Voyager Alt Inv A Hg EUR EUR 50.0 10.0 5.00 1.50 3.84 3.841
FP Apol MulAss Def D GBP GBX 1.0 0.5 2.00 1.00 3.84 3.840
FP Apol MulAss Def D Inc GBP GBX 1.0 0.5 2.00 1.00 3.84 3.840
FP SCDavies Global FI Acc £ GBX 1.0 0.5 5.00 0.85 3.83 3.830
FP SCDavies Global FI Inc £ GBX 1.0 0.5 5.00 0.85 3.83 3.830
HC FCM Salamanca Gbl Prp 1 I £ GBX 1,000.0 100.0 0.00 0.25 3.70 -
HC FCM Salamanca Gbl Prp 1 I € EUR 1,000.0 100.0 0.00 0.25 3.70 -
HC FCM Salamanca Gbl Prp 1 S EUR EUR 0.0 0.0 0.00 0.25 3.60 -
FP Apol MulAss Def F GBP GBX 1.0 0.5 0.00 0.75 3.59 3.590
Acumen Defensive Pfolio B GBX 100.0 25.0 0.00 1.00 3.52 2.700
EFA AR Diversity Strtgy Pfl B Acc GBX 1.0 1.0 5.00 1.00 3.42 3.420
EFA AR Diversity Strtgy Pfl A Inc GBX 1.0 1.0 - 1.50 3.38 -
The Westhead GBX 250.0 250.0 5.00 0.75 3.34 1.860
CF Lacomp World GBX 1.0 0.0 5.00 1.63 3.31 3.180
Old Mutual Voyager Alt Inv A Hg SEK SEK 500.0 100.0 5.00 1.50 3.29 3.307
Acumen Defensive Pfolio A GBX 1.0 0.5 0.00 1.50 3.29 3.200
IWI Growth Pfl A Acc GBX 5.0 1.0 4.50 1.50 3.24 2.590
Old Mutual Voyager Alt Inv A Hg USD USX 50.0 10.0 5.00 1.50 3.23 3.422
Elite Hasley Diversifier Pfl A GBX 5.0 1.0 0.01 0.15 3.23 3.230
Aberdeen MM Optimal MultiAss F Acc GBX 1.0 1.0 5.00 1.35 3.21 3.210
Premier Liberation VIII A Acc GBX 1.0 0.5 4.00 1.50 3.21 2.890
Old Mutual Voyager Alt Inv A Hg GBP GBX 1.0 0.5 5.00 1.50 3.16 2.927
MI Dwng UK MC Gth B Acc GBX 1.0 10.0 5.00 1.00 3.15 1.330
VT icf Absolute Return Pfl A GBX 1.0 0.5 5.00 1.50 3.15 3.240
FP Apol MulAss Def D USD USX 1.0 0.5 2.00 1.00 3.14 -
LF Livingbridge UK Micro Cap A Acc GBX 100.0 10.0 5.00 0.90 3.14 0.990
M&G Episode Macro T Hg € EUR 500.0 50.0 4.00 0.75 3.14 0.940
HC Chr Gbl Mac A Acc GBX 1.0 0.1 0.00 1.25 3.12 2.660
IFSL Sinfonia Advntrs Gth Pfl C Acc GBX 1.0 1.0 5.50 2.00 3.12 2.460
MI Momentum Focus 3 B Acc GBX 125.0 5.0 0.00 1.50 3.11 2.380
CF Resilient 4 X Acc GBX 1.0 0.0 0.00 0.75 3.09 1.640
Hurlingham Mgd Growth Acc GBX 5.0 0.1 5.55 1.50 3.09 3.090
Hurlingham Mgd Growth Inc GBX 5.0 0.1 5.55 1.50 3.09 3.090
FP SCDavies Gbl Altnves Acc £ GBX 1.0 0.5 5.00 0.85 3.09 3.090
Castlefield BESTSustUKSmCos Gen Inc GBX 0.5 0.1 0.00 1.50 3.07 2.590
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