introducing you to ii Rated Investments

Welcome to ii Rated Investments. We have chosen a range of active and passive funds, investment trusts, and ETFs to make up the ii Rated Investments list. Our aim is to help you identify collective investments with consistent returns, and those which we believe are good choices in the prevailing market environment.

ii Rated Investments are picked purely on quality and performance and free of commercial incentives. You can find out how those chosen attained ii rated status by reading our Methodology.

We have presented them in easy-to-understand asset-class groups and you can use the filters below to build a shortlist of investments based on your aims and objectives.

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260 out of 260 found
Name Category 1 Month Perf. 6 Months Perf. 1 Year Perf. 3 Year Perf. 5 Year Perf. yield
Baillie Gifford Shin Nippon Ord Japanese Equities 0.64% 20.64% 49.84% 141.12% 200.40% 0.00% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 investment_trust
Edinburgh Worldwide Ord Global Growth -0.51% 12.60% 41.86% 68.58% 149.60% 0.00% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 investment_trust
Allianz Technology Trust Ord Specialist 4.07% 12.78% 38.38% 101.10% 251.17% 0.00% Factsheet Buy/Sell Allianz Global Investors (UK) Ltd 1 investment_trust
Legg Mason IF Japan Equity X Japanese Equities -3.37% 12.76% 33.46% 139.69% 166.83% Factsheet Buy/Sell Legg Mason Investment Funds Limited 1 fund
Baillie Gifford Japan Ord Japanese Equities 0.99% 6.89% 32.79% 71.19% 142.99% 0.00% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 investment_trust
BlackRock Throgmorton Trust plc UK Smaller Companies 8.37% 13.64% 32.03% 86.18% 147.31% 1.74% Factsheet Buy/Sell BlackRock Fund Managers Limited 1 investment_trust
ETFS Brent Oil 1 month ETC Specialist 8.29% 23.42% 31.91% -9.04% -43.73% 0.00% Factsheet Buy/Sell ETFS Oil Securities Ltd 0 etf
JPMorgan Japanese Ord Japanese Equities 0.00% 11.15% 31.39% 51.83% 102.07% 1.15% Factsheet Buy/Sell JPMorgan Funds Limited 1 investment_trust
Henderson China Opportunities I Acc Asian Equities 0.10% 3.08% 27.09% 45.11% 124.94% 0.90% Factsheet Buy/Sell Janus Henderson Investors 1 fund
Scottish Mortgage Ord Global Growth 5.31% 6.07% 24.92% 72.14% 202.04% 0.65% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 investment_trust
SLI Global Smaller Coms Ret Plat 1 Acc Global Growth 2.36% 4.27% 24.72% 70.39% 120.76% 0.00% Factsheet Buy/Sell Standard Life Investments 1 fund
Fidelity China Special Ord Asian Equities 1.28% 1.50% 24.54% 44.05% 179.15% 1.05% Factsheet Buy/Sell Fidelity (FIL Investments International) 1 investment_trust
Schroder Asian Total Return Inv. Company Asian Equities -1.22% -1.50% 24.43% 68.66% 81.25% 1.40% Factsheet Buy/Sell Schroders Investment Management 1 investment_trust
TB Amati UK Smaller Companies B UK Smaller Companies 6.11% 5.89% 23.62% 90.23% 155.46% 0.60% Factsheet Buy/Sell T. Bailey Fund Services Limited 1 fund
Henderson Smaller Companies Ord UK Smaller Companies 5.46% 8.07% 23.38% 57.36% 131.08% 2.14% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Baring Eastern I GBP Acc Asian Equities -0.45% -0.18% 23.15% 46.52% 87.73% 0.00% Factsheet Buy/Sell Baring Fund Managers Ltd 1 fund
TR Property Ord Property 8.49% 7.71% 23.06% 39.62% 139.73% 2.79% Factsheet Buy/Sell F&C Asset Management PLC 1 investment_trust
Lindsell Train Japanese Eq B GBP Quoted Japanese Equities 1.54% 9.39% 22.34% 76.25% 106.54% Factsheet Buy/Sell Lindsell Train Ltd 1 fund
DBXT MSCI China ETF (DR) 1C Asian Equities -1.35% -2.50% 21.97% 20.48% 79.68% Factsheet Buy/Sell Xtrackers 0 etf
Monks Ord Global Growth 3.43% 5.38% 21.49% 77.38% 133.91% 0.16% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 investment_trust
MI Chelverton UK Equity Growth B Acc UK Growth 3.29% 7.20% 21.05% 91.10% - 0.91% Factsheet Buy/Sell Maitland Institutional Services Ltd. 1 fund
Fidelity Asia W Acc Asian Equities 1.59% 2.05% 20.88% 46.57% 84.71% 0.00% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
Baillie Gifford Japanese B Acc Japanese Equities 3.58% 3.19% 20.70% 56.70% 99.13% 0.68% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 fund
Veritas Asian A GBP Asian Equities -0.64% 1.95% 20.35% 51.40% 101.39% 0.00% Factsheet Buy/Sell Veritas Asset Management LLP 1 fund
Old Mutual UK Smlr Coms Foc R GBP Inc UK Smaller Companies 2.99% 0.16% 19.95% 105.35% 186.80% 0.00% Factsheet Buy/Sell Old Mutual Global Investors (UK) Limited 1 fund
Impax Environmental Markets Ord Specialist 8.94% 6.14% 19.61% 68.26% 126.51% 0.93% Factsheet Buy/Sell Impax Asset Management Group PLC 1 investment_trust
Old Mutual Asia Pacific R GBP Acc Asian Equities 0.49% -1.10% 19.50% 48.62% 88.24% 1.36% Factsheet Buy/Sell Old Mutual Investment Management Limited 1 fund
Lindsell Train Global Equity B Global Growth 3.03% 5.25% 19.08% 60.09% 116.73% Factsheet Buy/Sell Lindsell Train Ltd 1 fund
Castlefield CFP SDL UK Bufftlgy Inst Inc UK Growth 3.76% 6.38% 18.98% 68.76% 127.97% 1.10% Factsheet Buy/Sell Castlefield Fund Partners Limited 1 fund
Man GLG Undervalued Assets Profl Acc C UK Growth 7.16% 5.94% 18.87% 39.09% - 1.87% Factsheet Buy/Sell Man Fund Management UK Limited 1 fund
Marlborough UK Micro Cap Growth P Acc UK Smaller Companies 3.61% 3.99% 18.56% 78.14% 137.93% 0.68% Factsheet Buy/Sell Marlborough Fund Managers Limited 1 fund
Jupiter European Opportunities Ord European Equities 9.84% 5.14% 17.68% 39.38% 94.20% 0.87% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 investment_trust
AXA Framlington Japan Z GBP Acc Japanese Equities 2.18% 3.37% 17.65% 64.37% 110.92% 0.36% Factsheet Buy/Sell AXA Investment Managers UK Ltd 1 fund
Marlborough UK Multi-Cap Growth P Inc UK Growth 2.90% 1.14% 17.47% 50.53% 92.80% 0.67% Factsheet Buy/Sell Marlborough Fund Managers Limited 1 fund
Standard Life UK Smaller Co. Ord UK Smaller Companies 0.41% 3.28% 17.29% 76.20% 103.66% 1.38% Factsheet Buy/Sell Standard Life Investments 1 investment_trust
Foreign & Colonial Investment Trust Ord Global Growth 5.29% 4.71% 17.10% 53.85% 99.98% 1.60% Factsheet Buy/Sell F&C investment business limited 1 investment_trust
Hermes Global Emerging Mkts F GBP Acc Emerging Markets -0.78% -1.19% 17.07% 45.49% 81.67% Factsheet Buy/Sell Hermes Investment Management Ltd 1 fund
Smith & Williamson Far Eastern Inc&Gr B Asian Equities -0.98% 1.74% 17.06% 53.30% 69.31% 1.96% Factsheet Buy/Sell Smith&Williamson Fund Administration Ltd 1 fund
Fidelity Emerging Asia W Acc Asian Equities 1.09% 2.21% 16.46% 38.61% 83.83% 0.00% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
BlackRock World Mining Trust plc Specialist 6.16% 1.43% 15.97% 49.30% 1.94% 4.03% Factsheet Buy/Sell BlackRock 1 investment_trust
UBS Global Emerging Markets Equity C Acc Emerging Markets -1.41% -0.20% 15.88% 45.64% 52.35% 1.20% Factsheet Buy/Sell UBS Asset Management Funds Ltd 1 fund
Unicorn UK Growth B UK Growth 5.30% 0.65% 15.72% 70.74% 109.81% 1.36% Factsheet Buy/Sell Unicorn Asset Management Ltd 1 fund
Rathbone Global Opportunities I Acc Global Growth 1.53% 4.29% 15.46% 51.26% 108.12% 0.15% Factsheet Buy/Sell Rathbone Unit Trust Management Limited 1 fund
Man GLG UK Income Professional Inc D UK Equity Income 7.14% 4.21% 15.17% 37.05% 82.00% 4.53% Factsheet Buy/Sell Man Fund Management UK Limited 1 fund
Liontrust UK Smaller Companies I Acc UK Smaller Companies 2.31% 4.26% 15.10% 75.38% 136.36% 0.09% Factsheet Buy/Sell Liontrust Fund Partners LLP 1 fund
JPMorgan Emerging Markets Ord Emerging Markets 1.66% 1.80% 14.84% 38.67% 46.23% 1.28% Factsheet Buy/Sell JP Morgan Asset Management (UK) Ltd 1 investment_trust
Man GLG Continental Eurp Gr Prf Acc C European Equities 2.94% 2.31% 14.77% 64.32% 137.98% 0.55% Factsheet Buy/Sell Man Fund Management UK Limited 1 fund
Bankers Ord Global Growth 4.62% 2.34% 14.74% 43.07% 82.06% 2.21% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Jupiter International Fincls I Acc Specialist 1.50% 0.23% 14.62% 34.86% 73.77% 1.60% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 fund
Shires Income Ord Mixed Asset 61-100% equity 10.94% 3.51% 14.58% 29.05% 47.36% 4.70% Factsheet Buy/Sell Aberdeen Asset Management (Part of Aberdeen Standard Investments) 1 investment_trust
Fidelity Emerging Markets W Acc Emerging Markets -1.45% -1.39% 14.52% 33.39% 61.43% 0.00% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
Hermes Asia Ex Japan Equity F GBP Acc Asian Equities 1.28% -3.24% 14.44% 42.17% 128.98% Factsheet Buy/Sell Hermes Investment Management Ltd 1 fund
iShares MSCI AC Far East exJpn ETF USD Dis Asian Equities 0.69% -1.66% 14.39% 27.30% 56.72% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Schroder Income Fd Z Inc UK Equity Income 7.71% 6.93% 14.31% 24.71% 64.67% 3.56% Factsheet Buy/Sell Schroder Unit Trusts Limited 1 fund
CF Morant Wright Nippon Yield B Inc Japanese Equities 5.77% 1.46% 14.30% 51.12% 86.65% 2.15% Factsheet Buy/Sell Morant Wright Management Ltd (Capita) 1 fund
Fidelity Special Values Ord UK Growth 3.13% 7.47% 14.14% 48.88% 102.61% 1.74% Factsheet Buy/Sell Fidelity (FIL Investments International) 1 investment_trust
Mercantile Ord UK Growth 4.47% 3.99% 13.86% 43.79% 93.20% 2.49% Factsheet Buy/Sell JP Morgan Investment Mgmt Inc 1 investment_trust
TR European Growth Ord European Equities 2.76% -15.46% 13.84% 76.56% 181.73% 1.58% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Sarasin Food & Agriculture Opps P Acc Specialist 4.81% 4.41% 13.65% 42.44% 53.97% 1.37% Factsheet Buy/Sell Sarasin Investment Funds Ltd 1 fund
Mid Wynd International Investment Global Growth 1.66% 3.76% 13.54% 44.81% 108.78% 1.04% Factsheet Buy/Sell Artemis Fund Managers Limited 1 investment_trust
M&G Japan Smaller Companies GBP I Acc Japanese Equities 8.26% 2.54% 13.50% 66.19% 121.52% 0.75% Factsheet Buy/Sell M&G Group 1 fund
BlackRock Frontiers Ord Emerging Markets 0.93% 6.00% 13.47% 57.94% 86.06% 3.19% Factsheet Buy/Sell BlackRock 1 investment_trust
iShares MSCI Japan Small Cap ETF USD Dis Japanese Equities 4.00% 1.72% 13.30% 57.27% 84.94% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Ardevora UK Equity C GBP Acc UK Growth 4.93% 6.18% 13.21% 32.85% 77.85% Factsheet Buy/Sell Ardevora Asset Management LLP 1 fund
Lazard European Smaller Coms C Acc European Equities 3.49% -1.25% 12.91% 53.99% 126.39% Factsheet Buy/Sell Lazard Asset Management Ltd 1 fund
Schroder Global Equity Income Z Inc Global Equity Income 5.69% 2.67% 12.90% 39.31% 82.19% 3.33% Factsheet Buy/Sell Schroder Unit Trusts Limited 1 fund
T. Rowe Price Global Focused Gr Eq Q GBP Global Growth 0.10% 4.07% 12.30% 55.23% 122.90% Factsheet Buy/Sell T. Rowe Price (Luxembourg) Management S.? r.l. 1 fund
Fidelity Global Technology W-Acc-GBP Specialist -0.46% 0.00% 12.28% 78.68% 176.28% 0.00% Factsheet Buy/Sell Fidelity (FIL Inv Mgmt (Lux) S.A.) 1 fund
River & Mercantile UK Eq L/T Rec B UK Growth 6.98% 2.46% 12.20% 36.84% 97.53% 1.91% Factsheet Buy/Sell River and Mercantile AM LLP 1 fund
Templeton Emerging Mkts Invmt Tr TEMIT Emerging Markets -0.95% -5.15% 12.15% 29.42% 23.10% 1.13% Factsheet Buy/Sell Franklin Templeton 1 investment_trust
Slater Growth P Acc UK Growth 4.46% 4.00% 12.11% 39.04% 117.66% 0.00% Factsheet Buy/Sell Slater Investments Limited 1 fund
Ardevora Global Equity C GBP Acc Global Growth 3.58% 2.36% 12.03% 52.41% 116.28% Factsheet Buy/Sell Ardevora Asset Management LLP 1 fund
Fidelity Index Emerging Markets P Acc Emerging Markets -0.10% -1.10% 11.87% 26.28% - 1.95% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 0 fund
Loomis Sayles US Equity Leaders N/A GBP US Equities 2.50% -0.12% 11.81% 60.64% 128.10% Factsheet Buy/Sell NGAM S.A. 1 fund
Liontrust UK Ethical 2 Net Acc UK Growth 5.18% 1.67% 11.73% 27.82% 73.21% 1.69% Factsheet Buy/Sell Liontrust Investments Limited 1 fund
Old Mutual UK Dynamic Eq R GBP Inc UK Growth 3.77% -0.27% 11.67% 56.87% 131.31% Factsheet Buy/Sell Old Mutual Global Investors (UK) Limited 1 fund
Polar Capital Biotechnology I Inc Specialist 3.18% 3.18% 11.35% 34.21% - Factsheet Buy/Sell Polar Capital LLP 1 fund
Invesco Asia Ord Asian Equities 2.19% -2.82% 11.31% 40.82% 88.49% 1.54% Factsheet Buy/Sell Invesco Fund Managers Limited 1 investment_trust
IP Global Emerging Markets Z Acc Emerging Markets -0.31% -1.59% 11.25% 36.74% 56.47% 1.21% Factsheet Buy/Sell Invesco Fund Managers Limited 1 fund
iShares Core MSCI EM IMI ETF USD Acc Emerging Markets 0.72% -1.34% 11.18% 26.36% - Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Artemis US Smaller Companies I GBP Acc US Equities 3.04% 2.37% 11.08% 54.12% - 0.00% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
Artemis Global Growth I Acc Global Growth 3.74% 0.37% 11.00% 36.68% 95.28% 1.64% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
Royal London Sustainable World C Acc Mixed Asset 61-100% equity 3.06% 1.91% 10.96% 38.16% 82.01% 1.08% Factsheet Buy/Sell RLUM (CIS) Limited 1 fund
Invesco Perpetual UK Smaller Ord UK Smaller Companies 5.22% 3.44% 10.89% 62.60% 133.37% 4.05% Factsheet Buy/Sell Invesco Asset Management Ltd 1 investment_trust
HSBC Japan Index C Acc Japanese Equities 4.89% 0.33% 10.88% 34.01% 62.85% 1.52% Factsheet Buy/Sell HSBC Global Asset Management (UK) Ltd 0 fund
Liontrust Special Situations I Inc UK Growth 6.18% 3.92% 10.86% 40.32% 78.06% 1.72% Factsheet Buy/Sell Liontrust Fund Partners LLP 1 fund
MI Chelverton UK Equity Income B Inc UK Equity Income 6.90% 2.07% 10.77% 39.24% 91.63% 3.83% Factsheet Buy/Sell Maitland Institutional Services Ltd. 1 fund
Fundsmith Equity I Acc Global Growth 1.89% -0.45% 10.75% 64.40% 127.44% 0.67% Factsheet Buy/Sell Fundsmith LLP 1 fund
JPMorgan Global Growth & Income Ord Global Equity Income 3.45% -0.32% 10.67% 52.17% 101.03% 3.60% Factsheet Buy/Sell JP Morgan Asset Management (UK) Ltd 1 investment_trust
Henderson Global Growth I Acc Global Growth 2.37% 1.40% 10.67% 46.28% 119.30% 0.20% Factsheet Buy/Sell Janus Henderson Investors 1 fund
Unicorn Mastertrust B Mixed Asset 61-100% equity 3.07% 0.62% 10.60% 40.99% 73.70% 0.91% Factsheet Buy/Sell Unicorn Asset Management Ltd 1 fund
Picton Property Income Ord Property 7.71% 9.94% 10.48% 38.40% 166.54% 3.83% Factsheet Buy/Sell Picton Capital Limited 1 investment_trust
Old Mutual UK Mid Cap R GBP Acc UK Growth 4.08% 1.21% 10.44% 51.14% 122.29% 1.04% Factsheet Buy/Sell Old Mutual Investment Management Limited 1 fund
Royal London Sustainable Leaders C Acc UK Growth 5.93% 2.30% 10.40% 27.97% 77.34% 1.90% Factsheet Buy/Sell RLUM (CIS) Limited 1 fund
PowerShares EQQQ Nasdaq-100 ETF USD Inc US Equities 0.49% 2.04% 10.35% 61.40% 164.27% 0.65% Factsheet Buy/Sell Powershares Global Funds Ireland PLC 0 etf
Invesco Perp Select Glo Eq Inc Ord Global Equity Income 2.51% -1.03% 10.10% 32.96% 80.24% 3.28% Factsheet Buy/Sell Invesco Fund Managers Limited 1 investment_trust
Standard Life Private Equity Specialist 4.38% -1.16% 9.85% 80.66% 114.29% 5.49% Factsheet Buy/Sell SL Capital Partners 1 investment_trust
Fidelity Global Special Situations W Acc Global Growth 2.76% 0.74% 9.80% 45.77% 99.95% 0.00% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
Old Mutual Global Equity R GBP Acc Global Growth 2.59% -0.59% 9.48% 46.89% 115.42% 0.42% Factsheet Buy/Sell Old Mutual Investment Management Limited 1 fund
CF Lindsell Train UK Equity Acc UK Growth 4.15% 0.92% 9.44% 32.75% 81.36% 1.89% Factsheet Buy/Sell Lindsell Train Ltd (Capita) 1 fund
Pantheon International Ord PLC Specialist 3.83% -0.34% 9.20% 46.04% 84.29% 0.00% Factsheet Buy/Sell Pantheon Investment LLC 1 investment_trust
European Assets Ord European Equities -0.26% -3.07% 8.98% 32.13% 99.48% 6.87% Factsheet Buy/Sell F&C investment business limited 1 investment_trust
BlackRock Emerging Europe plc Emerging Markets -1.73% -2.43% 8.95% 49.01% 39.02% 3.15% Factsheet Buy/Sell BlackRock 1 investment_trust
Strategic Equity Capital Ord UK Smaller Companies -1.98% -5.32% 8.90% 14.45% 118.16% 0.35% Factsheet Buy/Sell GVQ Investment Management Ltd 1 investment_trust
Scottish Investment Trust Ord Global Growth 8.16% 0.83% 8.89% 39.02% 71.05% 3.00% Factsheet Buy/Sell Scottish Investment Trust (The) PLC 1 investment_trust
Montanaro UK Income GBP UK Equity Income 5.21% -0.09% 8.84% 32.73% 77.38% Factsheet Buy/Sell Montanaro Asset Management Limited 1 fund
Bluefield Solar Income Fund Specialist 4.89% 2.43% 8.84% 29.88% - 6.44% Factsheet Buy/Sell Bluefield Partners LLP 1 investment_trust
Montanaro European Income Inc European Equities 2.94% -0.40% 8.66% 52.94% 74.38% Factsheet Buy/Sell Montanaro Asset Management Limited 1 fund
CF Miton UK Value Opp B Instl Acc UK Growth 4.41% -0.64% 8.62% 38.61% 104.64% 1.58% Factsheet Buy/Sell Miton Asset Management Limited 1 fund
AXA Framlington UK Mid Cap Z Acc UK Growth 4.07% -0.23% 8.57% 30.37% 84.18% 1.35% Factsheet Buy/Sell AXA Investment Managers UK Ltd 1 fund
Rights & Issues Investment Trust Ord UK Smaller Companies -0.72% -0.95% 8.57% 104.43% 207.69% 1.49% Factsheet Buy/Sell Discretionary Unit Fund Managers 1 investment_trust
CF Miton US Opportunities B Acc US Equities 2.71% 0.47% 8.47% 49.85% 111.27% 0.08% Factsheet Buy/Sell Miton Asset Management Limited 1 fund
iShares MSCI Japan ETF USD Acc Japanese Equities 3.75% -1.17% 8.40% 28.98% - Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Miton UK Microcap UK Smaller Companies 1.23% 3.53% 8.38% - - 0.55% Factsheet Buy/Sell Miton Trust Managers Limited 1 investment_trust
FP CRUX European Special Sit I Acc GBP European Equities 3.25% -3.57% 8.26% 42.72% 76.39% 1.35% Factsheet Buy/Sell Crux Asset Management Limited 1 fund
Guinness Asian Equity Income X GBP Acc Asian Equities -0.33% -4.61% 8.20% 29.82% - 3.15% Factsheet Buy/Sell Guinness Asset Management Limited 1 fund
Marlborough European Multi-Cap P Inc European Equities 2.35% -2.62% 8.19% 84.33% 120.31% 1.00% Factsheet Buy/Sell Marlborough Fund Managers Limited 1 fund
TwentyFour Select Monthly Income Ord Global Bonds 0.40% 3.04% 8.17% 22.81% - 6.59% Factsheet Buy/Sell TwentyFour Asset Management LLP 1 investment_trust
Schroder Global Equity I Inc Global Growth 3.29% -0.88% 8.13% 36.01% 79.64% 1.16% Factsheet Buy/Sell Schroder Unit Trusts Limited 1 fund
Witan Ord Global Growth 3.79% -0.81% 8.03% 33.31% 93.93% 2.16% Factsheet Buy/Sell Witan Investment Services Limited 1 investment_trust
Henderson International Income Ord Global Equity Income 1.12% -2.84% 7.99% 29.79% 61.24% 3.23% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Old Mutual North American Eq R GBP Acc US Equities 1.57% -1.23% 7.97% 48.99% 129.91% 0.20% Factsheet Buy/Sell Old Mutual Investment Management Limited 1 fund
Vanguard FTSE Emerging Markets ETF Emerging Markets -0.39% -1.83% 7.96% 21.25% 35.25% Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Royal London Sterl Extra Yld Bd A Sterling Bonds 1.02% 1.90% 7.93% 25.47% 46.46% Factsheet Buy/Sell Royal London Asset Management Ltd 1 fund
F&C MM Navigator Select C Acc Mixed Asset 61-100% equity 0.89% -1.08% 7.73% 25.55% 57.71% 0.00% Factsheet Buy/Sell BMO (F&C Management Ltd) 1 fund
Jupiter Income Trust I Inc UK Equity Income 8.39% 1.92% 7.64% 25.86% 59.64% 3.70% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 fund
Artemis US Extended Alpha I GBP Acc US Equities 2.47% 0.11% 7.61% 61.68% - 0.00% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
Franklin UK Managers' Focus W Acc UK Growth 4.92% 1.22% 7.55% 25.20% 83.85% 2.01% Factsheet Buy/Sell Franklin Templeton Investments (UK) 1 fund
Schroder Oriental Income Ord Asian Equities 0.28% -2.66% 7.48% 32.56% 46.81% 3.73% Factsheet Buy/Sell Schroders Investment Management 1 investment_trust
MI Metropolis Value A Acc Global Growth 3.96% 0.37% 7.47% 52.15% 90.47% 0.00% Factsheet Buy/Sell Maitland Institutional Services Ltd. 1 fund
Premier Multi-Asset Global Growth C Acc Mixed Asset 61-100% equity 1.06% -0.84% 7.36% 31.27% 67.56% 0.60% Factsheet Buy/Sell Premier Portfolio Managers Limited 1 fund
Orbis OEIC Global Equity Standard Global Growth 3.32% -0.96% 7.30% 48.13% 97.91% Factsheet Buy/Sell Orbis Investment Management (Luxembourg) S.A. (UK) 1 fund
iShares Edge MSCI EM Mini Vol ETF USD Acc Emerging Markets 1.93% 0.34% 7.29% 14.67% 25.38% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
iShares MSCI EMU ETF EUR Acc European Equities 6.03% -2.54% 7.18% 33.54% - Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
GAM Star Credit Opps (GBP) Instl GBP Acc Sterling Bonds 0.33% 0.65% 7.16% 24.18% 56.43% 4.07% Factsheet Buy/Sell GAM Fund Management Limited 1 fund
JPMorgan European Income Pool Ord European Equities 5.16% -4.83% 7.16% 25.65% 90.24% 3.67% Factsheet Buy/Sell JP Morgan Investment Mgmt Inc 1 investment_trust
Royal London Sustainable Div C Acc Mixed Asset 41-60% equity 2.71% 1.37% 6.89% 25.21% 51.53% 1.71% Factsheet Buy/Sell RLUM (CIS) Limited 1 fund
iShares Pacific ex Jpn Eq Idx (UK) D Acc Asian Equities 1.10% -1.91% 6.87% 29.33% 41.70% 2.84% Factsheet Buy/Sell BlackRock Fund Managers Limited 0 fund
Premier Multi-Asset Growth&Inc C Acc Mixed Asset 61-100% equity 1.37% -0.14% 6.78% 25.62% 57.74% 2.25% Factsheet Buy/Sell Premier Portfolio Managers Limited 1 fund
Fidelity Index UK P Acc UK Growth 7.17% 0.74% 6.61% 19.02% 43.47% 2.72% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 0 fund
iShares 100 UK Equity Index (UK) D Acc UK Growth 7.66% 0.43% 6.55% 17.68% 39.32% 3.45% Factsheet Buy/Sell BlackRock Fund Managers Limited 0 fund
L&G UK Index I Dist UK Growth 7.06% 0.71% 6.54% 18.98% 43.87% 3.60% Factsheet Buy/Sell Legal & General(Unit Trust Managers)Ltd 0 fund
Temple Bar Ord UK Equity Income 10.17% 0.83% 6.43% 20.82% 34.15% 3.27% Factsheet Buy/Sell Investec Fund Managers Ltd 1 investment_trust
Worldwide Healthcare Ord Specialist -0.21% -7.59% 6.42% 27.25% 139.46% 0.93% Factsheet Buy/Sell Frostrow Capital LLP 1 investment_trust
Schroder High Yield Opportunities Z Inc Sterling Bonds 0.88% 1.49% 6.38% 23.90% 43.89% 6.24% Factsheet Buy/Sell Schroder Unit Trusts Limited 1 fund
Vanguard FTSE 250 ETF UK Growth 5.54% 2.06% 6.32% 23.50% - Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
HSBC FTSE 250 Index C Acc UK Growth 5.26% 1.76% 6.20% 22.61% 64.71% 2.38% Factsheet Buy/Sell HSBC Global Asset Management (UK) Ltd 0 fund
Diverse Income Trust Ord UK Equity Income 1.10% 2.79% 6.20% 36.18% 82.79% 3.12% Factsheet Buy/Sell Miton Trust Managers Limited 1 investment_trust
Brown Advisory US Smaller Companies B US Equities 4.22% -0.99% 6.20% 47.07% 111.83% Factsheet Buy/Sell Brown Advisory LLC 1 fund
SPDR MSCI World Small Cap ETF Global Growth 3.75% -0.91% 6.16% 40.16% - 0.00% Factsheet Buy/Sell State Street Global Advisors 0 etf
Newton Multi-Asset Growth Inst W Acc Mixed Asset 61-100% equity 3.33% -0.65% 6.14% 25.34% 59.88% 1.43% Factsheet Buy/Sell BNY Mellon Fund Managers Limited 1 fund
HSBC American Index C Acc US Equities 2.37% -0.92% 6.05% 43.59% 100.28% 1.52% Factsheet Buy/Sell HSBC Global Asset Management (UK) Ltd 0 fund
iShares Core FTSE 100 ETF GBP Dist UK Growth 7.26% 0.18% 5.98% 17.45% 37.68% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
SPDR FTSE UK All Share ETF UK Growth 6.86% 0.43% 5.92% 18.46% 42.65% Factsheet Buy/Sell State Street Global Advisors 0 etf
Vanguard FTSE Dev Asia Pac exJpn ETF Asian Equities 2.65% -2.97% 5.91% 28.29% - Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Guinness Global Energy X Specialist 13.46% 7.98% 5.88% -1.68% 3.77% Factsheet Buy/Sell Guinness Asset Management Limited 1 fund
Seneca Global Income & Growth Trust Ord Mixed Asset 41-60% equity 3.11% -0.94% 5.82% 38.58% 66.73% 3.63% Factsheet Buy/Sell Seneca Investment Managers Limited 1 investment_trust
Vanguard LifeStrategy 100% Equity A Acc Global Growth 4.72% -1.32% 5.72% 31.70% 67.12% 1.73% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Vanguard Glbl Small-Cap Idx GBP Acc Global Growth 3.86% -1.27% 5.71% 39.72% 85.11% Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 fund
TB Evenlode Income B Inc UK Equity Income 4.37% 1.03% 5.69% 32.66% 70.02% 3.30% Factsheet Buy/Sell T. Bailey Fund Services Limited 1 fund
Aberdeen Latin American Equity I Acc Emerging Markets 0.23% -4.13% 5.68% 39.05% -0.48% 1.50% Factsheet Buy/Sell Aberdeen Asset Management (Part of Aberdeen Standard Investments) 1 fund
L&G Global 100 Index I Acc Global Growth 3.36% -1.81% 5.65% 37.45% 69.45% 2.40% Factsheet Buy/Sell Legal & General(Unit Trust Managers)Ltd 0 fund
Henderson Global Care UK Income I Inc UK Equity Income 6.09% -0.00% 5.61% 15.38% 58.89% 4.00% Factsheet Buy/Sell Janus Henderson Investors 1 fund
Vanguard FTSE Developed Europe ex UK ETF European Equities 5.09% -3.44% 5.61% 28.91% - Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc European Equities 4.83% -3.68% 5.61% 29.31% 61.77% 2.21% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Slater Income P Inc UK Equity Income 5.31% 2.58% 5.57% 19.49% 68.49% 4.27% Factsheet Buy/Sell Slater Investments Limited 1 fund
Artemis High Income QI Inc Sterling Bonds 1.50% 0.80% 5.55% 15.36% 34.76% 5.23% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
M&G European Corporate Bond GBP I Acc Global Bonds -0.11% -2.25% 5.53% 27.83% 18.51% 1.39% Factsheet Buy/Sell M&G Group 1 fund
VT De Lisle America B GBP US Equities 3.39% -5.05% 5.40% 57.14% 116.39% Factsheet Buy/Sell Valu-Trac Investment Management Limited 1 fund
Lowland Ord UK Equity Income 3.44% 1.64% 5.35% 27.26% 48.86% 3.29% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Templeton Em Mkts Smlr Coms W(acc)GBP Emerging Markets 1.94% -0.33% 5.26% 30.68% 68.54% Factsheet Buy/Sell Franklin Templeton Investment Funds 1 fund
MI Miton Cautious Mthly Inc B Inc units Mixed Asset 41-60% equity 2.62% -0.59% 5.22% 16.38% 37.01% 3.97% Factsheet Buy/Sell Maitland Institutional Services Ltd. 1 fund
Vanguard FTSE Dev Wld ex UK Eq Idx Acc Global Growth 4.53% -2.05% 5.20% 37.39% 79.61% 1.55% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
F&C Overseas Equity-Linked UK Inf 3 Specialist 1.63% 0.47% 5.19% 31.03% 103.38% 0.00% Factsheet Buy/Sell BMO (F&C Management Ltd) 1 fund
Kames Property Income B Net Inc Property 0.65% 2.83% 5.16% 15.64% - 4.47% Factsheet Buy/Sell Kames Capital PLC 1 fund
AXA Framlington Monthly Income Z GBP Inc UK Equity Income 4.57% -1.57% 5.10% 25.17% 69.97% 4.48% Factsheet Buy/Sell AXA Investment Managers UK Ltd 1 fund
North American Income Trust Ord US Equities 2.31% -3.02% 5.06% 53.00% 72.07% 3.20% Factsheet Buy/Sell Aberdeen Asset Managers Limited 1 investment_trust
JPMorgan US Smaller Companies Ord US Equities 3.50% -0.86% 5.04% 54.40% 125.42% 0.89% Factsheet Buy/Sell JP Morgan Asset Management (UK) Ltd 1 investment_trust
Newton UK Opportunities Inst W Acc UK Growth 5.71% 0.42% 5.02% 20.57% 59.84% 1.96% Factsheet Buy/Sell BNY Mellon Fund Managers Limited 1 fund
iShares Core S&P 500 ETF USD Acc US Equities 4.76% -1.47% 4.70% 44.34% 101.39% 0.00% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
iShares Core MSCI World ETF USD Acc Global Growth 4.72% -2.00% 4.68% 34.81% 75.35% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Vanguard FTSE All-World ETF Global Growth 3.35% -2.82% 4.64% 32.40% 71.55% Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Rathbone Ethical Bond I Acc Sterling Bonds 0.55% 0.53% 4.63% 15.47% 32.64% 3.70% Factsheet Buy/Sell Rathbone Unit Trust Management Limited 1 fund
iShares S&P Small Cap 600 ETF USD Dist US Equities 5.76% -0.18% 4.61% 48.09% 109.64% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Vanguard US Equity Index Acc US Equities 4.72% -1.38% 4.55% 42.60% 99.33% 1.26% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Royal London UK Equity Income M UK Equity Income 6.57% 0.13% 4.54% 20.20% 66.11% 4.18% Factsheet Buy/Sell Royal London Asset Management Ltd 1 fund
SPDR S&P Pan Asia Div Aristocrats ETF Asian Equities 2.03% -3.40% 4.45% 23.67% - 2.08% Factsheet Buy/Sell State Street Global Advisors 0 etf
AXA Framlington Managed Income Z GBP Inc Sterling Bonds 1.01% 0.82% 4.44% 16.48% 35.37% 5.19% Factsheet Buy/Sell AXA Investment Managers UK Ltd 1 fund
Vanguard LifeStrategy 80% Equity A Acc Mixed Asset 61-100% equity 3.59% -1.18% 4.40% 26.25% 54.89% 1.60% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Vanguard FTSE U.K. Eq Inc Idx Inc UK Equity Income 7.43% 0.43% 4.36% 9.80% 32.44% 4.55% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Stewart Investors Wldwd Sustbl B Acc GBP Global Growth 3.10% -1.56% 4.11% 40.12% 68.25% 0.62% Factsheet Buy/Sell First State Investment Mgmt (UK) Ltd 1 fund
Artemis Global Income I Inc Global Equity Income 2.14% -1.90% 4.07% 24.88% 73.51% 3.62% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
GAM Star Continental Eurp Eq Instl Inc European Equities 4.24% -2.76% 4.03% 33.86% 67.33% 1.25% Factsheet Buy/Sell GAM Fund Management Limited 1 fund
IP Monthly Income Plus Z Inc Sterling Bonds 0.73% -0.62% 4.01% 10.57% 25.81% 4.77% Factsheet Buy/Sell Invesco Fund Managers Limited 1 fund
iShares UK Property ETF GBP Dist Property 4.00% 7.09% 4.00% 0.49% 50.79% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Guinness Global Equity Income Z Global Equity Income 4.07% -0.88% 3.99% 28.63% 66.47% 2.86% Factsheet Buy/Sell Guinness Asset Management Limited 1 fund
City of London Ord UK Equity Income 7.70% 0.60% 3.99% 17.67% 47.14% 4.09% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Jupiter Monthly Income I Inc Mixed Asset 0-40% equity 2.34% -0.39% 3.97% 25.26% 47.74% 4.50% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 fund
SPDR S&P Euro Dividend Aristocrats ETF European Equities 5.12% -3.08% 3.81% 37.49% 61.79% 3.30% Factsheet Buy/Sell State Street Global Advisors 0 etf
Kames Diversified Monthly Income B Inc Mixed Asset 0-40% equity 1.87% -0.47% 3.60% 16.22% - 5.12% Factsheet Buy/Sell Kames Capital PLC 1 fund
TM Fulcrum Divers Cor Abs Ret C GBP Acc Mixed Asset 0-40% equity 1.41% 1.27% 3.59% -1.11% - 0.00% Factsheet Buy/Sell TUTMAN LLP 1 fund
Source LGIM Commodity Composite ETF Specialist 3.50% 0.57% 3.23% 5.90% -16.50% 0.00% Factsheet Buy/Sell Source Investment Management Limited 0 etf
Baillie Gifford Corporate Bond B Inc Sterling Bonds 0.15% -0.12% 3.14% 13.70% 27.71% 3.30% Factsheet Buy/Sell Baillie Gifford & Co Limited. 1 fund
Vanguard LifeStrategy 60% Equity A Acc Mixed Asset 41-60% equity 2.47% -1.06% 3.08% 20.93% 43.36% 1.47% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Sarasin Global Higher Div P Inc Global Equity Income 2.84% -2.34% 2.90% 26.61% 59.74% 3.53% Factsheet Buy/Sell Sarasin Investment Funds Ltd 1 fund
Schroder ISF Glbl Hi Yld C GBP Hdg Inc Global Bonds 0.75% -0.77% 2.65% 13.05% 25.67% 4.80% Factsheet Buy/Sell Schroder Investment Management Lux S.A. 1 fund
Artemis Monthly Distribution I Inc Mixed Asset 0-40% equity 1.58% -0.98% 2.59% 24.43% 55.37% 4.05% Factsheet Buy/Sell Artemis Fund Managers Limited 1 fund
Vanguard FTSE Developed Europe ex UK ETF European Equities 4.78% -1.24% 2.51% 5.54% - Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Old Mutual Cirilium Consrv R GBP Acc Mixed Asset 0-40% equity 0.67% -0.53% 2.31% 16.14% 28.88% 1.94% Factsheet Buy/Sell Old Mutual Investment Management Limited 1 fund
Premier Optimum Income C Inc UK Equity Income 6.14% -2.39% 2.02% 19.90% 58.37% 7.39% Factsheet Buy/Sell Premier Portfolio Managers Limited 1 fund
TB Wise Multi-Asset Income B Inc Mixed Asset 61-100% equity 5.80% -1.83% 2.02% 31.69% 71.04% 5.40% Factsheet Buy/Sell Wise Investments Limited (T.Bailey) 1 fund
Aberdeen New India Ord Asian Equities 7.41% -3.55% 1.99% 40.32% 89.09% 0.00% Factsheet Buy/Sell Aberdeen 1 investment_trust
Vanguard LifeStrategy 40% Equity A Acc Mixed Asset 0-40% equity 1.36% -1.02% 1.70% 15.55% 32.20% 1.40% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Vanguard FTSE All-World High Div Yld ETF Global Equity Income 4.12% -4.49% 1.68% 25.81% - Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 etf
Threadneedle Mthly Etr Inc Z Inc GBP Mixed Asset 61-100% equity 5.50% -1.38% 1.57% 16.66% 49.82% 3.90% Factsheet Buy/Sell Threadneedle Investment Services Ltd 1 fund
Threadneedle UK Growth & Inc Z Inc UK Growth 7.15% -1.80% 1.50% 19.12% 54.44% 3.80% Factsheet Buy/Sell Threadneedle Investment Services Ltd 1 fund
DBXT MSCI India ETF 1C Asian Equities 5.01% -4.85% 1.41% 26.43% 50.71% Factsheet Buy/Sell Xtrackers 0 etf
Pictet-Water I dy GBP Specialist 4.03% -4.85% 1.30% 36.57% 68.35% Factsheet Buy/Sell Pictet Asset Management (Europe) SA 1 fund
F&C Commercial Property Ord Property 4.55% 4.91% 1.16% 17.10% 68.41% 4.16% Factsheet Buy/Sell F&C Asset Management PLC 1 investment_trust
Threadneedle UK Eq Inc Z Inc GBP UK Equity Income 6.73% -2.95% 1.11% 17.11% 56.39% 4.30% Factsheet Buy/Sell Threadneedle Investment Services Ltd 1 fund
Franklin UK Rising Dividends W Inc UK Equity Income 4.48% -2.40% 1.09% 21.32% 56.86% 3.60% Factsheet Buy/Sell Franklin Templeton Investments (UK) 1 fund
Henderson European Focus Trust Ord European Equities 1.82% -9.59% 1.04% 21.65% 82.13% 2.35% Factsheet Buy/Sell Janus Henderson Investors Ltd 1 investment_trust
Jupiter Strategic Bond I Acc Sterling Bonds -0.38% -0.96% 0.85% 8.67% 21.11% 3.80% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 fund
iShares Edge S&P 500 Min Vol ETF USD Acc US Equities 4.54% -2.36% 0.84% 43.05% 92.12% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Capital Gearing Ord Mixed Asset 0-40% equity 1.04% -1.82% 0.82% 17.83% 12.04% 0.51% Factsheet Buy/Sell CG Asset Management Ltd 1 investment_trust
Vanguard LifeStrategy 20% Eq A Grs Acc Mixed Asset 0-40% equity 0.32% -0.82% 0.56% 10.32% 21.55% 1.34% Factsheet Buy/Sell Vanguard Investments UK, Limited 0 fund
Fidelity MoneyBuilder Income Net Y Sterling Bonds -0.23% -0.63% 0.54% 8.87% 20.41% 3.18% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
Vanguard UK Inv Grd Bd Idx GBP Inc Sterling Bonds 0.21% -0.55% 0.35% 11.09% 24.42% Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 fund
JOHCM Global Opportunities A GBP Inc Global Growth 3.57% -2.87% 0.35% 34.51% 78.53% Factsheet Buy/Sell J O Hambro Capital Management Limited 1 fund
Scottish Oriental Smaller Cos Ord Asian Equities 4.89% -5.49% 0.14% 18.56% 17.06% 1.17% Factsheet Buy/Sell First State Investment Mgmt (UK) Ltd 1 investment_trust
SPDR S&P Global Div Aristocrats ETF Global Equity Income 3.22% -3.09% 0.11% 23.83% - 3.55% Factsheet Buy/Sell State Street Global Advisors 0 etf
iShares Core Corp Bond ETF GBP Dist Sterling Bonds -0.28% -0.67% -0.28% 11.92% 25.59% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Fidelity Multi Ast Inc Y Income Mixed Asset 0-40% equity 1.20% -1.92% -0.29% 10.70% 24.36% 4.20% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
iShares Edge MSCI Wld Min Vol ETF USD Acc Global Growth 3.73% -4.13% -0.36% 34.09% 66.09% 0.00% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Schroder US Mid Cap Z Acc US Equities 2.49% -3.47% -0.42% 39.39% 105.96% 0.03% Factsheet Buy/Sell Schroder Unit Trusts Limited 1 fund
Marlborough Global Bond P Acc Global Bonds 0.21% -2.90% -0.64% 14.42% 23.23% 3.89% Factsheet Buy/Sell Marlborough Fund Managers Limited 1 fund
SPDR S&P US Dividend Aristocrats ETF US Equities 3.08% -4.83% -0.94% 42.56% 81.85% 2.11% Factsheet Buy/Sell State Street Global Advisors 0 etf
Murray International Ord Global Equity Income 1.77% -5.88% -1.24% 31.28% 23.45% 4.22% Factsheet Buy/Sell Aberdeen 1 investment_trust
Rathbone Income I Inc UK Equity Income 6.33% -2.68% -1.26% 14.67% 47.55% 4.02% Factsheet Buy/Sell Rathbone Unit Trust Management Limited 1 fund
Fidelity Global Dividend W Inc Global Equity Income 3.41% -4.90% -1.26% 27.95% 62.86% 3.17% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
SPDR Barclays 1-5 Year Gilt ETF Sterling Bonds 0.15% -0.52% -1.44% 1.65% 3.73% 0.00% Factsheet Buy/Sell State Street Global Advisors 0 etf
Fidelity American Special Sits W Acc US Equities 3.71% -3.26% -1.45% 31.37% 97.12% 0.00% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
Troy Income & Growth Ord UK Equity Income 3.38% -3.73% -1.81% 14.24% 44.93% 3.51% Factsheet Buy/Sell Troy Asset Management Limited 1 investment_trust
iShares Global HY Corp Bd ETF USD Dist Global Bonds 1.95% -5.13% -2.01% 25.19% 30.91% 0.00% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
iShares Core UK Gilts ETF GBP Dist Sterling Bonds -1.48% -0.13% -2.19% 8.50% 18.37% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Vanguard UK Govt Bd Idx GBP Inc Sterling Bonds -1.64% -0.18% -2.23% 9.12% 20.16% Factsheet Buy/Sell Vanguard Group (Ireland) Limited 0 fund
M&G Emerging Markets Bond GBP I Acc Global Bonds 1.15% -4.62% -2.44% 29.40% 35.86% 5.43% Factsheet Buy/Sell M&G Group 1 fund
International Biotechnology Ord Specialist -0.74% -10.12% -3.61% 2.56% 130.66% 4.63% Factsheet Buy/Sell SV Life Sciences Managers LLP 1 investment_trust
iShares Overseas Govt Bd Idx (UK) D Acc Global Bonds -0.25% -3.72% -4.26% 16.60% 13.34% 1.14% Factsheet Buy/Sell BlackRock Fund Managers Limited 0 fund
iShares Physical Gold ETC Specialist -0.26% -2.55% -4.68% 20.79% 0.20% Factsheet Buy/Sell BlackRock Advisors (UK) Limited - ETF 0 etf
iShares Global Corp Bond ETF USD Dist Global Bonds 0.76% -6.30% -4.69% 16.91% 20.43% 0.00% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
iShares Global Govt Bond ETF USD Dist Global Bonds -0.27% -3.86% -4.99% 16.15% 13.26% Factsheet Buy/Sell BlackRock Asset Management Ireland - ETF 0 etf
Fidelity Global Property W Acc Property 3.72% -4.66% -5.10% 13.46% 32.08% 2.12% Factsheet Buy/Sell Fidelity (FIL Investment SVCS (UK) Ltd) 1 fund
M&G Global Macro Bond GBP I Acc Global Bonds 0.10% -4.55% -5.35% 15.29% 16.94% 2.40% Factsheet Buy/Sell M&G Group 1 fund
CF Ruffer Gold C Acc Specialist 4.02% -2.06% -6.29% 72.26% 11.77% 0.08% Factsheet Buy/Sell Ruffer LLP (Capita) 1 fund
SPDR S&P UK Dividend Aristocrats ETF UK Equity Income 6.65% -7.16% -7.59% -4.23% 17.01% Factsheet Buy/Sell State Street Global Advisors 0 etf
iShares Glb Prpty Secs Eq Idx (UK) D Acc Property 2.30% -7.00% -8.13% 13.61% 27.45% 2.81% Factsheet Buy/Sell BlackRock Fund Managers Limited 0 fund
L&G Emerg Mkts Govt Bd USD Idx I Dist Emerging Markets 1.21% -8.44% -8.46% 19.75% 20.19% 4.40% Factsheet Buy/Sell Legal & General(Unit Trust Managers)Ltd 0 fund
Jupiter India I Acc Asian Equities 4.61% -9.50% -10.01% 41.11% 101.05% 0.50% Factsheet Buy/Sell Jupiter Unit Trust Managers Ltd 1 fund
Woodford Patient Capital Trust Specialist -5.47% -14.51% -17.88% -27.41% - 0.00% Factsheet Buy/Sell Woodford Investment Management Ltd 1 investment_trust
Market data partners: Interactive Data Managed Solutions and Intelligent Financial Systems. No warranty is provided regarding the accuracy of information.

Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.

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