Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Chariguard UK Equity Inc -1.40 10.44 35.52 0.00
Chariguard UK Equity Acc -1.42 10.36 35.38 0.00
LF Ruffer Gold Inst 4 -11.32 54.81 38.78 0.00
LF Ruffer Gold C Inc 4 -11.51 0.00 0.00 0.00
LF Ruffer Gold C Acc 4 -11.50 53.89 37.32 0.00
LF Ruffer Gold O 4 -11.77 52.47 35.21 0.00
Chariguard Overseas Equity Acc 3 7.13 23.30 48.73 0.00
Chariguard Overseas Equity Inc 3 9.90 26.15 52.15 0.00
Slater Recovery A Acc 5 3.04 34.68 77.63 0.00
TM Lansd DMLO SRI Fed A Acc GBP 17.35 0.00 0.00 0.00
TM Lansd DMLO SRI Fed B Acc NOK 16.73 0.00 0.00 0.00
Baillie Gifford American A Acc 4 31.97 114.56 164.88 0.00
Baillie Gifford American B Inc 4 33.30 120.68 177.11 0.00
Baillie Gifford American B Acc 4 33.32 120.71 177.18 0.00
Baillie Gifford American C Acc 4 33.98 124.46 185.55 0.21
AXA Framlington Biotech Z Inc 1 4.51 28.57 106.30 0.00
AXA Framlington Biotech R Inc 1 3.51 24.77 98.82 0.00
AXA Framlington Biotech Z Acc 1 4.50 28.57 108.50 0.00
AXA Framlington Biotech R Acc 1 3.46 24.75 98.73 0.00
AXA Framlington Biotech R A $ 1 3.20 0.00 0.00 0.00
Slater Recovery B Acc 5 2.02 34.68 79.35 0.00
Baillie Gifford LgTrmGblGrwInv C A 12.15 0.00 0.00 0.20
Baillie Gifford LgTrmGblGrwInv C I 12.17 0.00 0.00 0.20
Baillie Gifford LgTrmGblGrwInv B A 11.46 0.00 0.00 0.00
Baillie Gifford PostivChng B I 17.62 0.00 0.00 0.27
Baillie Gifford PostivChng B A 17.50 0.00 0.00 0.27
Baillie Gifford PostivChng C A 18.09 0.00 0.00 0.77
TM Lansd DMLO SRI Fed B Hdg Acc GBP 25.99 0.00 0.00 0.00
JPM US Smaller Comp A Inc 2 19.67 93.84 100.55 0.00
JPM US Smaller Comp B Acc 2 20.23 96.87 105.68 0.00
JPM US Smaller Comp A Acc 2 19.68 93.99 100.75 0.00
JPM US Smaller Comp C Acc 2 20.55 98.39 108.38 0.00
Baillie Gifford Gbl Discovery C Inc 3 23.56 89.85 123.73 0.25
JPM US Smaller Comp C Inc 2 20.53 98.28 108.30 0.00
Franklin US Opps Y Inc 2 16.46 71.10 0.00 0.51
Franklin US Opps Z Acc 2 15.17 65.85 112.53 0.00
Franklin US Opps A Acc 2 14.54 63.13 105.27 0.00
Franklin US Opps W Acc 2 15.40 66.85 113.64 0.00
Baillie Gifford Gbl Discovery B Inc 3 22.69 85.82 115.83 0.00
AXA Framlington Gbl Tech R Acc 3 19.07 104.96 167.51 0.00
Baillie Gifford Gbl Discovery C Acc 3 23.63 90.01 123.92 0.25
AXA Framlington Gbl Tech A Acc 3 20.27 111.16 0.00 0.00
JPM Global Mining A Acc -19.48 0.00 0.00 0.00
AXA Framlington Gbl Tech Z Acc 3 19.96 109.58 177.59 0.00
AXA Framlington Gbl Tech Z Inc 3 19.95 109.52 177.45 0.00
Baillie Gifford Gbl Discovery B Acc 3 22.66 85.73 115.70 0.00
JPM Global Mining C Acc 0.00 0.00 0.00 0.00
JPM Global Mining C Inc 0.00 0.00 0.00 0.00
JPM Global Mining B Acc -19.08 0.00 0.00 0.00
Baillie Gifford Gbl Discovery A Acc 3 21.66 81.58 107.75 0.00
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Chariguard UK Equity Inc 7.22 - 7.22 2.10 11.73 30/06/2016
Chariguard UK Equity Acc 7.22 - 7.22 2.13 11.73 30/06/2016
LF Ruffer Gold Inst 6.34 6.34 9.12 -12.72 -7.59 17/10/2018
LF Ruffer Gold C Inc 6.34 6.34 9.11 -12.76 -7.68 17/10/2018
LF Ruffer Gold C Acc 6.33 6.33 9.10 -12.76 -7.68 17/10/2018
LF Ruffer Gold O 6.33 6.33 9.07 -12.84 -7.82 17/10/2018
Chariguard Overseas Equity Acc 5.70 - 5.70 3.32 15.33 30/06/2016
Chariguard Overseas Equity Inc 5.69 - 5.69 3.29 15.30 30/06/2016
Slater Recovery A Acc 5.33 -1.08 -6.32 -3.31 -2.17 17/10/2018
TM Lansd DMLO SRI Fed A Acc GBP 5.21 - 5.21 7.04 10.90 31/10/2017
TM Lansd DMLO SRI Fed B Acc NOK 5.20 - 5.20 7.05 10.29 31/10/2017
Baillie Gifford American A Acc 4.93 -0.12 -7.72 -1.96 24.01 17/10/2018
Baillie Gifford American B Inc 4.93 -0.11 -7.65 -1.72 24.64 17/10/2018
Baillie Gifford American B Acc 4.93 -0.10 -7.65 -1.71 24.64 17/10/2018
Baillie Gifford American C Acc 4.93 -0.10 -7.61 -1.59 24.96 17/10/2018
AXA Framlington Biotech Z Inc 4.77 0.16 -1.68 -3.15 14.97 17/10/2018
AXA Framlington Biotech R Inc 4.77 0.16 -1.72 -3.33 14.42 17/10/2018
AXA Framlington Biotech Z Acc 4.74 0.14 -1.68 -3.14 14.94 17/10/2018
AXA Framlington Biotech R Acc 4.72 0.11 -1.77 -3.38 14.38 17/10/2018
AXA Framlington Biotech R A $ 4.67 0.42 -1.38 -3.95 14.23 17/10/2018
Slater Recovery B Acc 4.45 -1.09 -6.39 -4.07 -1.86 17/10/2018
Baillie Gifford LgTrmGblGrwInv C A 4.36 0.36 -7.22 -9.11 10.19 17/10/2018
Baillie Gifford LgTrmGblGrwInv C I 4.35 0.36 -7.22 -9.12 10.17 17/10/2018
Baillie Gifford LgTrmGblGrwInv B A 4.35 0.34 -7.28 -9.26 9.84 17/10/2018
Baillie Gifford PostivChng B I 4.23 0.63 -6.48 -1.90 12.34 17/10/2018
Baillie Gifford PostivChng B A 4.22 0.63 -6.52 -1.95 12.24 17/10/2018
Baillie Gifford PostivChng C A 4.17 0.61 -6.49 -1.85 12.57 17/10/2018
TM Lansd DMLO SRI Fed B Hdg Acc GBP 4.16 - 4.16 7.06 12.87 31/10/2017
JPM US Smaller Comp A Inc 4.05 -0.33 -10.45 -5.05 12.38 17/10/2018
JPM US Smaller Comp B Acc 4.05 -0.29 -10.41 -4.93 12.62 17/10/2018
JPM US Smaller Comp A Acc 4.05 -0.29 -10.43 -5.02 12.38 17/10/2018
JPM US Smaller Comp C Acc 4.04 -0.29 -10.39 -4.86 12.77 17/10/2018
Baillie Gifford Gbl Discovery C Inc 4.04 0.23 -10.12 -3.74 17.60 17/10/2018
JPM US Smaller Comp C Inc 4.03 -0.31 -10.42 -4.89 12.70 17/10/2018
Franklin US Opps Y Inc 4.01 -0.77 -5.03 -2.30 14.47 17/10/2018
Franklin US Opps Z Acc 4.01 -0.78 -5.10 -2.53 13.90 17/10/2018
Franklin US Opps A Acc 4.01 -0.80 -5.15 -2.67 13.58 17/10/2018
Franklin US Opps W Acc 4.01 -0.78 -5.09 -2.49 14.01 17/10/2018
Baillie Gifford Gbl Discovery B Inc 3.99 0.24 -10.14 -3.92 17.17 17/10/2018
AXA Framlington Gbl Tech R Acc 3.99 0.25 -7.41 -3.69 14.08 17/10/2018
Baillie Gifford Gbl Discovery C Acc 3.98 0.18 -10.10 -3.79 17.56 17/10/2018
AXA Framlington Gbl Tech A Acc 3.95 0.28 -7.38 -3.48 14.69 17/10/2018
JPM Global Mining A Acc 3.94 0.91 8.02 -9.74 -24.69 09/08/2013
AXA Framlington Gbl Tech Z Acc 3.94 0.29 -7.37 -3.52 14.55 17/10/2018
AXA Framlington Gbl Tech Z Inc 3.94 0.26 -7.39 -3.52 14.55 17/10/2018
Baillie Gifford Gbl Discovery B Acc 3.94 0.14 -10.21 -3.96 17.12 17/10/2018
JPM Global Mining C Acc 3.93 0.91 8.08 -9.61 -24.47 09/08/2013
JPM Global Mining C Inc 3.93 0.92 8.09 -9.60 -24.43 09/08/2013
JPM Global Mining B Acc 3.92 0.90 8.06 -9.65 -24.52 09/08/2013
Baillie Gifford Gbl Discovery A Acc 3.91 0.15 -10.26 -4.19 16.65 17/10/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Chariguard UK Equity Inc -1.40 6.01 5.65 22.84 -0.11
Chariguard UK Equity Acc -1.42 5.97 5.65 22.82 -0.12
LF Ruffer Gold Inst 4 -11.32 -4.12 82.07 5.66 -15.15
LF Ruffer Gold C Inc 4 -11.51 - - - -
LF Ruffer Gold C Acc 4 -11.50 -4.31 81.72 5.37 -15.32
LF Ruffer Gold O 4 -11.77 -4.60 81.15 5.07 -15.60
Chariguard Overseas Equity Acc 3 7.13 10.50 4.15 27.46 -5.36
Chariguard Overseas Equity Inc 3 9.90 10.14 4.22 27.44 -5.36
Slater Recovery A Acc 5 3.04 27.90 2.20 19.55 10.32
TM Lansd DMLO SRI Fed A Acc GBP 17.35 - - - -
TM Lansd DMLO SRI Fed B Acc NOK 16.73 - - - -
Baillie Gifford American A Acc 4 31.97 19.82 35.68 20.39 2.55
Baillie Gifford American B Inc 4 33.30 20.99 36.83 21.40 3.44
Baillie Gifford American B Acc 4 33.32 20.98 36.85 21.41 3.44
Baillie Gifford American C Acc 4 33.98 21.61 37.76 22.18 4.12
AXA Framlington Biotech Z Inc 1 4.51 18.24 4.05 25.99 27.36
AXA Framlington Biotech R Inc 1 3.51 17.06 2.97 25.12 27.36
AXA Framlington Biotech Z Acc 1 4.50 18.23 4.06 26.27 28.44
AXA Framlington Biotech R Acc 1 3.46 17.02 3.04 25.08 27.36
AXA Framlington Biotech R A $ 1 3.20 17.33 - - -
Slater Recovery B Acc 5 2.02 28.54 2.71 20.09 10.88
Baillie Gifford LgTrmGblGrwInv C A 12.15 - - - -
Baillie Gifford LgTrmGblGrwInv C I 12.17 - - - -
Baillie Gifford LgTrmGblGrwInv B A 11.46 - - - -
Baillie Gifford PostivChng B I 17.62 - - - -
Baillie Gifford PostivChng B A 17.50 - - - -
Baillie Gifford PostivChng C A 18.09 - - - -
TM Lansd DMLO SRI Fed B Hdg Acc GBP 25.99 - - - -
JPM US Smaller Comp A Inc 2 19.67 22.98 31.70 11.72 -7.40
JPM US Smaller Comp B Acc 2 20.23 23.64 32.44 12.26 -6.94
JPM US Smaller Comp A Acc 2 19.68 23.00 31.78 11.72 -7.37
JPM US Smaller Comp C Acc 2 20.55 23.93 32.79 12.53 -6.66
Baillie Gifford Gbl Discovery C Inc 3 23.56 27.39 20.62 19.28 -1.20
JPM US Smaller Comp C Inc 2 20.53 23.87 32.81 12.56 -6.67
Franklin US Opps Y Inc 2 16.46 14.58 28.22 19.76 -
Franklin US Opps Z Acc 2 15.17 13.44 26.94 18.67 7.99
Franklin US Opps A Acc 2 14.54 12.81 26.25 17.91 6.71
Franklin US Opps W Acc 2 15.40 13.66 27.20 18.79 7.79
Baillie Gifford Gbl Discovery B Inc 3 22.69 26.72 19.51 18.44 -1.93
AXA Framlington Gbl Tech R Acc 3 19.07 22.42 40.62 22.10 6.89
Baillie Gifford Gbl Discovery C Acc 3 23.63 27.62 20.43 19.28 -1.20
AXA Framlington Gbl Tech A Acc 3 20.27 23.63 42.01 23.32 -
JPM Global Mining A Acc -19.48 -18.49 - - -
AXA Framlington Gbl Tech Z Acc 3 19.96 23.33 41.66 23.06 7.63
AXA Framlington Gbl Tech Z Inc 3 19.95 23.32 41.64 23.04 7.62
Baillie Gifford Gbl Discovery B Acc 3 22.66 26.71 19.50 18.41 -1.91
JPM Global Mining C Acc - - - - -
JPM Global Mining C Inc - - - - -
JPM Global Mining B Acc -19.08 - - - -
Baillie Gifford Gbl Discovery A Acc 3 21.66 25.82 18.62 17.50 -2.63
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Chariguard UK Equity Inc GBP 0.0 0.0 - 0.24 0.30 -
Chariguard UK Equity Acc GBP 0.0 0.0 - 0.24 0.30 -
LF Ruffer Gold Inst GBX 100,000.0 0.0 5.00 1.00 1.89 1.080
LF Ruffer Gold C Inc GBX 1.0 0.0 5.00 1.20 - 1.280
LF Ruffer Gold C Acc GBX 1.0 0.0 5.00 1.20 - 1.280
LF Ruffer Gold O GBX 1.0 0.0 5.00 1.50 1.89 1.580
Chariguard Overseas Equity Acc GBP 0.0 0.0 - 0.42 0.56 -
Chariguard Overseas Equity Inc GBP 0.0 0.0 - 0.42 0.56 -
Slater Recovery A Acc GBX 3.0 0.5 5.25 1.50 1.56 1.600
TM Lansd DMLO SRI Fed A Acc GBP GBP 7,500.0 1,000.0 - - - -
TM Lansd DMLO SRI Fed B Acc NOK NOK 250,000.0 1,000.0 - - - -
Baillie Gifford American A Acc GBX 1.0 0.1 0.00 1.50 - 1.530
Baillie Gifford American B Inc GBX 1.0 0.0 0.00 0.50 - 0.520
Baillie Gifford American B Acc GBX 1.0 0.0 0.00 0.50 - 0.520
Baillie Gifford American C Acc GBX 250.0 0.0 0.00 0.00 - 0.020
AXA Framlington Biotech Z Inc GBX 100.0 5.0 0.00 0.75 - 0.820
AXA Framlington Biotech R Inc GBX 1.0 0.1 0.00 1.75 - 1.820
AXA Framlington Biotech Z Acc GBX 100.0 5.0 0.00 0.75 - 0.820
AXA Framlington Biotech R Acc GBX 1.0 0.1 0.00 1.75 - 1.820
AXA Framlington Biotech R A $ USX 1.0 0.1 0.00 1.75 - 1.820
Slater Recovery B Acc GBX 100.0 50.0 1.00 1.00 - 1.100
Baillie Gifford LgTrmGblGrwInv C A GBX 250.0 0.0 0.00 0.00 - 0.030
Baillie Gifford LgTrmGblGrwInv C I GBX 250.0 0.0 0.00 0.00 - 0.030
Baillie Gifford LgTrmGblGrwInv B A GBX 1.0 0.0 0.00 0.62 - 0.640
Baillie Gifford PostivChng B I GBX 1.0 0.0 0.00 0.50 - 0.600
Baillie Gifford PostivChng B A GBX 1.0 0.0 0.00 0.50 - 0.600
Baillie Gifford PostivChng C A GBX 250.0 0.0 0.00 0.00 - 0.100
TM Lansd DMLO SRI Fed B Hdg Acc GBP GBP 250,000.0 1,000.0 - - - -
JPM US Smaller Comp A Inc GBX 1.0 0.1 0.00 1.30 1.65 1.650
JPM US Smaller Comp B Acc GBX 1,000.0 100.0 0.00 0.87 1.15 1.150
JPM US Smaller Comp A Acc GBX 1.0 0.1 0.00 1.30 1.65 1.650
JPM US Smaller Comp C Acc GBX 5,000.0 100.0 0.00 0.65 0.90 0.800
Baillie Gifford Gbl Discovery C Inc GBX 250.0 0.0 0.00 0.00 - 0.020
JPM US Smaller Comp C Inc GBX 5,000.0 100.0 0.00 0.65 0.90 0.800
Franklin US Opps Y Inc GBX 0.0 0.3 0.00 0.00 0.04 0.040
Franklin US Opps Z Acc GBX 1.0 0.3 0.00 0.95 1.03 1.030
Franklin US Opps A Acc GBX 1.0 0.3 5.00 1.50 1.58 1.580
Franklin US Opps W Acc GBX 1,000.0 0.3 0.00 0.75 0.83 0.830
Baillie Gifford Gbl Discovery B Inc GBX 1.0 0.0 0.00 0.75 - 0.780
AXA Framlington Gbl Tech R Acc GBX 1.0 0.1 0.00 1.50 - 1.580
Baillie Gifford Gbl Discovery C Acc GBX 250.0 0.0 0.00 0.00 - 0.030
AXA Framlington Gbl Tech A Acc GBX 1,000.0 5.0 0.00 0.50 - 0.580
JPM Global Mining A Acc GBX 1.0 0.1 3.00 1.50 1.68 -
AXA Framlington Gbl Tech Z Acc GBX 100.0 5.0 0.00 0.75 - 0.830
AXA Framlington Gbl Tech Z Inc GBX 100.0 5.0 0.00 0.75 - 0.830
Baillie Gifford Gbl Discovery B Acc GBX 1.0 0.0 0.00 0.75 - 0.780
JPM Global Mining C Acc GBX 5,000.0 100.0 0.00 0.75 0.93 -
JPM Global Mining C Inc GBX 5,000.0 100.0 0.00 0.75 0.93 -
JPM Global Mining B Acc GBX 1,000.0 100.0 0.00 1.00 1.18 -
Baillie Gifford Gbl Discovery A Acc GBX 1.0 0.1 0.00 1.50 - 1.540
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