Fund Performance

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Fund Overview

Fund Ratings

Discrete Performance

Annual Performance

2965 funds
Rank		Fund	Group	FE Risk Score	FE Crown Rating	3y
1	[+]	Legg Mason Japan Equity A	Legg Mason Funds ICVC	161		160.4
2	[+]	Cazenove UK Smaller Companies B	Cazenove Invest Fund Mgmt Ltd	75		123.7
3	[+]	Fidelity UK Smaller Companies A Acc	Fidelity (FIL Investment Intl)	92		112.2
4	[+]	Scot Wid HIFML UK Smaller Companies Alpha 1	Scottish Widows Sh Cl HIFML	95		99.0
5	[+]	CF Odey UK Absolute Return Ret GBP	Odey Asset Management	87		95.7
6	[+]	Baillie Gifford British Smaller Companies A Acc	Baillie Gifford	91		94.2
7	[+]	Old Mutual UK Dynamic Equity A GBP	Old Mutl Glbl Investors(UK)Ltd	113		94.0
8	[+]	Neptune UK Mid Cap A Acc	Neptune Investment Management	78		93.8
9	[+]	Henderson UK Smaller Companies A Acc	Henderson Global Investors Ltd	105		92.3
10	[+]	Cazenove UK Opportunities B	Cazenove Invest Fund Mgmt Ltd	106		92.0
11	[+]	Stan Life Inv UK Equity Unconstrained Ret Acc	Standard Life Investments	150		92.0
12	[+]	Barclays UK Lower Cap A Acc	Barclays Wealth	100		91.7
13	[+]	AXA Framlington Biotech R Acc	AXA IM UK	128		90.7
14	[+]	Old Mutual UK Smaller Companies Focus A Inc GBP	Old Mutl Glbl Investors(UK)Ltd	102		89.1
15	[+]	Schroder Institutional UK Smaller Companies Acc	Schroder UT Managers	72		88.6
16	[+]	Liontrust Special Situations Ret	Liontrust Fund Partners LLP	73		87.7
17	[+]	Franklin UK Mid Cap A	Franklin Templeton Funds (UK)	113		86.6
18	[+]	AXA Framlington UK Smaller Cos R Acc	AXA IM UK	77		86.6
19	[+]	SWIP UK Smaller Companies B GBP	SWIP	96		85.4
20	[+]	Royal London UK Mid-Cap Growth A Acc	Royal London Unit Tst Mgrs Ltd	119		84.3
21	[+]	Cavendish Opportunities Ret	Cavendish Asset Management	93		83.8
22	[+]	MFS Meridian European Smaller Companies A1 EUR	MFS Meridian Funds	96		83.1
23	[+]	Old Mutual UK Mid Cap A Acc	Old Mutual Fund Managers Ltd	117		82.6
24	[+]	Marlborough Special Situations A Acc	Marlborough Fund Managers	80		82.1
25	[+]	R&M UK Equity Smaller Companies A Inc	River & Mercantile Asset Mgmt	92		81.5
26	[+]	Ecclesiastical UK Equity Growth A	Ecclesiastical Investment Mgmt	95		81.5
27	[+]	Aviva Inv UK Smaller Companies 1	Aviva Investors UK Fd Serv Ltd	72		81.4
28	[+]	CF Lindsell Train UK Equity Acc	Lindsell Train	83		81.4
29	[+]	Stan Life Inv UK Smaller Companies Ret	Standard Life Investments	84		80.8
30	[+]	Janus US Venture I Inc USD	Janus Capital Funds	117		79.5
31	[+]	Old Mutual UK Smaller Companies A Acc	Old Mutual Fund Managers Ltd	96		79.4
32	[+]	Investec UK Smaller Companies A Acc GBP	Investec Fund Managers (UK)	81		79.3
33	[+]	Marlborough UK Leading Companies A	Marlborough Fund Managers	102		79.3
34	[+]	Marlborough UK Micro Cap Growth A	Marlborough Fund Managers	70		79.2
35	[+]	L&G UK Smaller Companies E Inc	Legal & General UT Mgr Ltd	80		79.1
36	[+]	F&C UK Mid Cap 1 Acc	F&C Fund Management	104		79.1
37	[+]	Scot Wid UK Smaller Companies A	Scottish Wid UT Mgr Limited	95		79.0
38	[+]	Unicorn UK Income A	Unicorn Asset Management	67		78.9
39	[+]	F&C UK Smaller Companies 1	F&C Fund Management	84		78.7
40	[+]	Unicorn Outstanding British Companies R	Unicorn Asset Management	85		77.3
41	[+]	Schroder UK Smaller Companies A Acc	Schroder UT Managers	67		76.9
42	[+]	Dimensional UK Small Companies Acc	Dimensional Fund Advisors	108		76.4
43	[+]	Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD	Legg Mason Global Funds Plc	109		76.3
44	[+]	BlackRock UK Smaller Companies A Acc	BlackRock	103		75.9
45	[+]	JPM UK Smaller Companies A Acc	JP Morgan Asset Management UK	97		74.8
46	[+]	Liontrust UK Smaller Companies Ret	Liontrust Fund Partners LLP	57		74.0
47	[+]	Newton Asian Income B Acc GBP	Newton & BNY Mellon Asset Mgmt	76		74.0
48	[+]	PFS Chelverton UK Equity Income Ret Inc	Phoenix Fund Services (UK) Ltd	67		73.7
49	[+]	M&G Smaller Companies A Acc GBP	M&G UK	104		73.6
50	[+]	Polar Capital Healthcare Opportunities R GBP	Polar Capital	96		73.1
51	[+]	Discretionary Acc	Discretionary UT Management	84		73.0
52	[+]	Aberdeen UK Mid Cap A Inc	Aberdeen Unit Trusts & OEICs	100		72.8
53	[+]	Henderson UK Equity Income A Inc	Henderson Global Investors Ltd	95		72.8
54	[+]	Cazenove UK Equity Income B	Cazenove Invest Fund Mgmt Ltd	95		72.1
55	[+]	SVG UK Focus A Inc	SVG Investment	91		71.9
56	[+]	F&C Institutional UK Smaller Companies 4 Inc	F&C Fund Management	68		71.9
57	[+]	Unicorn UK Smaller Companies B	Unicorn Asset Management	71		71.5
58	[+]	BlackRock Growth & Recovery A Inc	BlackRock	99		71.3
59	[+]	Threadneedle UK Mid 250 Ret	Threadneedle Inv Services Ltd	110		71.1
60	[+]	MFM Slater Growth	MFM	93		70.7
61	[+]	Invesco Perp UK Growth Acc	Invesco Perpetual Fund Mgrs	93		70.6
62	[+]	JPM Europe Equity Plus A Dis NAV GBP	JP Morgan Asset Management	120		70.1
63	[+]	Baring ASEAN Frontiers A GBP	Baring Intl Fund Mgr (Ire) Ltd	105		70.1
64	[+]	Schroder UK Mid 250 A Acc	Schroder UT Managers	116		69.9
65	[+]	Aberdeen Global Asian Smaller Companies D2 GBP	Aberdeen Global Services S.A.	80		69.9
66	[+]	Stan Life Inv UK Equity High Alpha Ret Acc	Standard Life Investments	137		69.7
67	[+]	Threadneedle European Smaller Companies Ret Acc GBP	Threadneedle Inv Services Ltd	111		69.6
68	[+]	Invesco Perp UK Aggressive Acc	Invesco Perpetual Fund Mgrs	110		69.3
69	[+]	Royal London UK Equity Income A Inc	Royal London Unit Tst Mgrs Ltd	92		68.9
70	[+]	Artemis UK Smaller Companies R	Artemis Fund Managers	55		68.7
71	[+]	Stan Life Inv UK Ethical Ret	Standard Life Investments	103		68.5
72	[+]	Vanguard FTSE UK Equity Income Index Acc	Vanguard Investments UK Ltd	85		68.4
73	[+]	Threadneedle Pan European Smaller Companies Ret GBP	Threadneedle Inv Services Ltd	113		68.2
74	[+]	Invesco Perp UK Strategic Income No Trail Inc	Invesco Perpetual Fund Mgrs	73		68.1
75	[+]	Aberdeen Property Share A Acc	Aberdeen Unit Trusts & OEICs	104		67.9
76	[+]	Baillie Gifford Japanese Smaller Companies A Acc	Baillie Gifford	107		67.6
77	[+]	Royal London UK Smaller Companies A Acc	Royal London Unit Tst Mgrs Ltd	76		67.6
78	[+]	SVM UK Growth A	SVM Asset Management Ltd	113		67.5
79	[+]	Pictet Biotech P dy GBP	Pictet Funds S.A.	146		67.3
80	[+]	Threadneedle UK Smaller Companies Ret Inc GBP	Threadneedle Inv Services Ltd	95		67.2
81	[+]	Threadneedle UK Equity Alpha Income Ret GBP	Threadneedle Inv Services Ltd	92		67.0
82	[+]	IM Matterley Undervalued Assets Inst Acc	IFDS Managers Ltd	98		66.7
83	[+]	Invesco Perp Childrens	Invesco Perpetual Fund Mgrs	92		66.6
84	[+]	Close FTSE techMARK A Acc	Close Brothers AM	103		66.6
85	[+]	Unicorn Free Spirit B	Unicorn Asset Management	77		66.4
86	[+]	Aberforth UK Small Companies	Aberforth Unit Trust Mgrs Ltd	98		66.4
87	[+]	Jupiter UK Growth Inc	Jupiter Unit Trust Mgrs Ltd	121		66.3
88	[+]	Stan Life Inv UK Equity Income Unconstrained Ret Acc	Standard Life Investments	96		65.9
89	[+]	Franklin UK Managers Focus A Acc	Franklin Templeton Funds (UK)	103		65.9
90	[+]	ConBrio UK Smaller Companies Ret Inc	Premier Portfolio Managers Ltd	88		65.9
91	[+]	Artemis UK Growth R	Artemis Fund Managers	103		65.8
92	[+]	Henderson Global Care UK Income A Inc	Henderson Global Investors Ltd	96		65.6
93	[+]	JOHCM UK Dynamic B Acc	JO Hambro Capital Management	106		65.0
94	[+]	Ignis Intl Cartesian Enhanced Alpha A Inc GBP	Ignis International Funds plc	87	US	65.0
95	[+]	MFS Meridian European Core Equity A1 EUR	MFS Meridian Funds	114		64.6
96	[+]	Janus INTECH US Core I Inc USD	Janus Capital Funds	103		64.6
97	[+]	Lazard UK Smaller Companies Ret Inc	Lazard Fund Managers	94		64.5
98	[+]	TB Amati UK Smaller Companies A	Amati Global Investors Limited	85		64.0
99	[+]	Old Mutual UK Equity Income A Inc	Old Mutual Fund Managers Ltd	107		63.9
100	[+]	Threadneedle European Select Ret GBP	Threadneedle Inv Services Ltd	110		63.7
101	[+]	JOHCM UK Equity Income B Acc	JO Hambro Capital Management	99		63.7
102	[+]	Aberdeen Charity Select UK Equity Acc	Aberdeen Unit Trusts & OEICs	97		63.2
103	[+]	Allianz UK Mid Cap A	Allianz Global Investors UK	110		63.2
104	[+]	Kames Ethical Equity A	Kames Capital	96		63.0
105	[+]	Pictet Premium Brands P dy GBP	Pictet Funds S.A.	135		63.0
106	[+]	HSBC FTSE 250 Index Ret Inc	HSBC Gbl Asset Mgt (HSBC Inv)	107		62.9
107	[+]	IM Matterley Equity Acc	IFDS Managers Ltd	94		62.9
108	[+]	Principal Global Property Securities Hedge Acc GBP	Principal Global Investors	109		62.8
109	[+]	BlackRock UK Special Situations A Acc	BlackRock	104		62.6
110	[+]	AXA Framlington UK Select Opportunities R Acc	AXA IM UK	104		62.5
111	[+]	Threadneedle UK Overseas Earnings Inst	Threadneedle Inv Services Ltd	93		62.4
112	[+]	Fidelity Moneybuilder Dividend	Fidelity (FIL Investment Intl)	69		62.2
113	[+]	Liontrust UK Growth Ret	Liontrust Fund Partners LLP	80		62.2
114	[+]	JPM UK Dynamic A Acc	JP Morgan Asset Management UK	108		62.1
115	[+]	Schroder Recovery A Inc	Schroder UT Managers	111		62.0
116	[+]	Threadneedle UK Growth & Income Ret	Threadneedle Inv Services Ltd	90		61.7
117	[+]	Legg Mason ClearBridge US Large Cap Growth A(A) Dis USD	Legg Mason Global Funds Plc	109		61.5
118	[+]	Aberdeen UK Smaller Companies A Acc	Aberdeen Unit Trusts & OEICs	76		61.5
119	[+]	JPM Global Property Securities A Acc	JP Morgan Asset Management UK	92		61.4
120	[+]	S&W Wood Street Microcap Investment	S&W Fund Administration Ltd	75		61.2
121	[+]	Artemis Capital R	Artemis Fund Managers	117		61.2
122	[+]	Schroder Specialist Value UK Equity X	Schroder UT Managers	101		61.2
123	[+]	Lazard European Smaller Companies Inst Acc	Lazard Fund Managers	111		61.1
124	[+]	Invesco Perp UK Smaller Companies Equity Acc	Invesco Perpetual Fund Mgrs	86		61.1
125	[+]	L&G Global Health & Pharmaceutical Index Ret Acc	Legal & General UT Mgr Ltd	75		60.6
126	[+]	MFS Meridian Global Concentrated A1 USD	MFS Meridian Funds	104		60.6
127	[+]	NATIXIS Loomis Sayles US Research R Acc USD	Natixis Global Asset Mgmt S.A.	105		60.6
128	[+]	Rathbone Income Inc	Rathbone Unit Trust Mgmt Ltd	65		60.5
129	[+]	Janus US Research I Inc USD	Janus Capital Funds	114		60.4
130	[+]	Rathbone Recovery Inc	Rathbone Unit Trust Mgmt Ltd	93		60.3
131	[+]	Invesco Perp High Income Inc	Invesco Perpetual Fund Mgrs	69		60.2
132	[+]	SVM UK Opportunities A	SVM Asset Management Ltd	99		60.2
133	[+]	Aberdeen UK Equity Income A Acc	Aberdeen Unit Trusts & OEICs	86		60.2
134	[+]	Threadneedle UK Equity Income Ret Inc GBP	Threadneedle Inv Services Ltd	85		60.1
135	[+]	Rathbone Blue Chip Income & Growth Inc	Rathbone Unit Trust Mgmt Ltd	76		59.9
136	[+]	Henderson Horizon Global Property Equities A1 Inc USD	Henderson Management SA	89		59.9
137	[+]	Allianz Europe Equity Growth A GBP	Allianz Global Investors Lux	112		59.9
138	[+]	Kames UK Smaller Companies A Acc	Kames Capital	91		59.8
139	[+]	Scot Wid HIFML European Strategic 1	Scottish Widows Sh Cl HIFML	141		59.7
140	[+]	Royal Bank of Scot Equity Income	Royal Bk of Scotland Coll Inv	87		59.7
141	[+]	GAM UK Diversified Acc	GAM Sterling Management Ltd	87		59.7
142	[+]	Natwest Equity Income	NatWest Investment Funds	90		59.7
143	[+]	Investec Global Franchise A Gr Inc USD	Investec Asset Mgt Limited	72		59.6
144	[+]	Jupiter Growth & Income Inc	Jupiter Unit Trust Mgrs Ltd	91		59.3
145	[+]	Threadneedle UK Ret GBP	Threadneedle Inv Services Ltd	104		59.3
146	[+]	Old Mutual Global Equity A Acc	Old Mutual Fund Managers Ltd	104		59.2
147	[+]	Jupiter UK Smaller Companies Acc	Jupiter Unit Trust Mgrs Ltd	78		59.2
148	[+]	Investec UK Alpha A Acc GBP	Investec Fund Managers (UK)	106		59.2
149	[+]	Halifax Smaller Companies C	HBOS Investment Fd Mgrs Ltd	90		59.0
150	[+]	BlackRock European Dynamic A Acc	BlackRock	126		58.9

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

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IMA Unit Trusts & OEICs / Prices & Performance