Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
The Capital 5 21.47 72.58 198.43 0.00
Legg Mason IFJaEq X 1 4.51 28.34 197.04 0.00
AXA Framlington Gbl Tech A Acc 4 23.45 71.67 193.61 0.01
Legg Mason IFJaEq A 1 4.27 27.39 191.31 0.00
AXA Framlington Gbl Tech Z Acc 4 23.14 70.35 189.95 0.00
AXA Framlington Gbl Tech Z Inc 4 23.16 70.36 189.89 0.00
AXA Framlington Gbl Tech R Inc 4 22.25 66.59 179.34 0.00
AXA Framlington Gbl Tech R Acc 4 22.23 66.59 179.32 0.00
Baillie Gifford American C Acc 4 9.55 66.42 176.96 0.23
Janus Henderson GlTc Z A 3 19.58 65.45 170.36 0.60
Baillie Gifford American B Acc 4 9.00 63.89 169.28 0.00
Baillie Gifford American B Inc 4 9.00 63.89 169.26 0.00
L&G Gbl Technology Idx Trst I Acc 19.70 67.05 167.65 0.90
Baillie Gifford Japnse Sm Cos C Inc 1 2.34 40.96 167.44 0.89
Baillie Gifford Japnse Sm Cos C Acc 1 2.33 40.97 167.43 0.89
L&G Gbl Technology Idx Trst F Acc 19.55 66.34 165.85 0.70
Premier UK Mid 250 C Inc 1 28.56 57.27 165.55 1.20
LF Ruffer Gold Inst 5 67.86 33.04 163.85 0.00
Premier UK Mid 250 B Inc 1 28.24 56.08 162.16 1.00
LF Ruffer Gold C Acc 5 67.52 32.24 161.08 0.00
Janus Henderson GlTc I A 3 18.69 61.73 159.93 0.00
Baillie Gifford Japnse Sm Cos B Inc 1 1.72 38.45 159.51 0.30
Baillie Gifford Japnse Sm Cos B Acc 1 1.72 38.46 159.48 0.30
L&G Gbl Technology Idx Trst R Acc 19.26 64.26 158.71 0.50
Fundsmith Equity I Acc 5 21.78 49.09 157.45 0.68
Fundsmith Equity I Inc 5 21.77 49.08 157.36 0.68
LF Ruffer Gold O 5 67.03 31.05 157.14 0.00
Baillie Gifford American A Acc 4 7.91 59.10 156.91 0.00
Fundsmith Equity T Acc 5 21.66 48.64 156.14 0.59
Investec Am Franchise S Acc GBP 5 26.46 66.88 156.10 0.88
Fundsmith Equity T Inc 5 21.66 48.64 156.09 0.59
Premier UK Mid 250 A Inc 1 27.60 53.73 155.40 0.62
Aviva Inv Asia Pac Prop I Acc GBP 73.43 92.34 154.32 1.63
Natixis LS U.S. Eq Ldrs Q/A GBP 4 21.21 45.15 152.06 0.00
Fundsmith Equity R Acc 5 21.05 46.42 149.79 0.26
Fundsmith Equity R Inc 5 21.05 46.42 149.73 0.26
Baillie Gifford Lg Tm Gbl Gth C Inc 3 33.99 91.63 149.03 0.37
Natixis LS U.S. Eq Ldrs I/A GBP 4 20.98 44.28 148.98 0.00
Natixis LS U.S. Eq Ldrs Q/AG USD 4 20.08 43.39 148.64 0.00
Baillie Gifford Lg Tm Gbl Gth C Acc 3 33.72 91.21 148.56 0.37
Janus Henderson GlTc A A 3 17.60 57.37 148.39 0.00
Baillie Gifford Japnse Sm Cos A Acc 1 0.81 34.77 148.10 0.00
Investec Am Franchise I Acc GBP 5 25.52 63.19 146.72 0.29
Natixis LS U.S. Eq Ldrs N/A GBP 4 20.73 43.41 146.61 0.00
Natixis LS U.S. Eq Ldrs I/A USD 4 19.84 42.53 146.27 0.00
Aviva Inv Asia Pac Prop A Acc GBP 72.86 88.89 145.98 1.68
Aviva Inv Asia Pac Prop A A EUR 72.99 89.11 145.98 1.68
Aviva Inv Asia Pac Prop A Acc$ 72.86 90.13 145.86 1.68
Investec Am Franchise R Acc£ 5 25.21 61.97 143.65 0.04
Artemis US Extd Al I A £ 5 17.58 45.95 140.89 0.03
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
The Capital 0.59 0.00 0.00 0.59 2.36 15/11/2013
Legg Mason IFJaEq X -2.78 -2.27 0.50 0.88 10.18 11/10/2019
AXA Framlington Gbl Tech A Acc -1.45 -0.64 -2.79 -4.06 4.13 11/10/2019
Legg Mason IFJaEq A -2.77 -2.27 0.49 0.81 10.07 11/10/2019
AXA Framlington Gbl Tech Z Acc -1.44 -0.64 -2.82 -4.13 4.02 11/10/2019
AXA Framlington Gbl Tech Z Inc -1.44 -0.64 -2.81 -4.13 4.02 11/10/2019
AXA Framlington Gbl Tech R Inc -1.42 -0.64 -2.87 -4.27 3.65 11/10/2019
AXA Framlington Gbl Tech R Acc -1.42 -0.64 -2.86 -4.27 3.65 11/10/2019
Baillie Gifford American C Acc -1.23 0.07 -5.47 -11.77 0.07 11/10/2019
Janus Henderson GlTc Z A -1.86 -0.70 -2.30 -2.07 5.39 11/10/2019
Baillie Gifford American B Acc -1.24 0.06 -5.51 -11.91 -0.19 11/10/2019
Baillie Gifford American B Inc -1.23 0.05 -5.51 -11.91 -0.19 11/10/2019
L&G Gbl Technology Idx Trst I Acc -2.08 -0.81 -1.19 1.17 9.16 11/10/2019
Baillie Gifford Japnse Sm Cos C Inc -3.18 -3.14 -0.99 -2.30 3.41 11/10/2019
Baillie Gifford Japnse Sm Cos C Acc -3.19 -3.14 -0.99 -2.31 3.41 11/10/2019
L&G Gbl Technology Idx Trst F Acc -2.08 -0.80 -1.19 1.15 9.11 11/10/2019
Premier UK Mid 250 C Inc 0.37 1.99 3.71 13.09 19.15 21/02/2014
LF Ruffer Gold Inst 4.11 4.11 3.00 15.17 37.15 09/10/2019
Premier UK Mid 250 B Inc 0.37 1.98 3.69 13.02 19.00 21/02/2014
LF Ruffer Gold C Acc 4.11 4.11 2.99 15.11 37.02 09/10/2019
Janus Henderson GlTc I A -1.86 -0.73 -2.35 -2.23 4.97 11/10/2019
Baillie Gifford Japnse Sm Cos B Inc -3.20 -3.13 -1.02 -2.45 3.10 11/10/2019
Baillie Gifford Japnse Sm Cos B Acc -3.21 -3.15 -1.04 -2.45 3.10 11/10/2019
L&G Gbl Technology Idx Trst R Acc -2.08 -0.82 -1.20 1.08 8.97 11/10/2019
Fundsmith Equity I Acc -2.02 -1.47 -2.38 -4.07 5.38 11/10/2019
Fundsmith Equity I Inc -2.02 -1.47 -2.38 -4.08 5.38 11/10/2019
LF Ruffer Gold O 4.10 4.10 2.96 15.03 36.81 09/10/2019
Baillie Gifford American A Acc -1.24 0.03 -5.60 -12.13 -0.69 11/10/2019
Fundsmith Equity T Acc -2.02 -1.48 -2.39 -4.10 5.33 11/10/2019
Investec Am Franchise S Acc GBP -1.17 0.14 -1.86 -0.15 10.26 11/10/2019
Fundsmith Equity T Inc -2.02 -1.48 -2.39 -4.10 5.32 11/10/2019
Premier UK Mid 250 A Inc 0.37 1.97 3.64 12.88 18.70 21/02/2014
Aviva Inv Asia Pac Prop I Acc GBP 0.06 -4.06 70.72 77.37 76.79 06/09/2019
Natixis LS U.S. Eq Ldrs Q/A GBP -1.06 0.48 -2.56 -3.58 5.64 11/10/2019
Fundsmith Equity R Acc -2.02 -1.49 -2.43 -4.22 5.06 11/10/2019
Fundsmith Equity R Inc -2.02 -1.49 -2.43 -4.22 5.06 11/10/2019
Baillie Gifford Lg Tm Gbl Gth C Inc 0.84 - 1.75 6.63 7.88 07/04/2017
Natixis LS U.S. Eq Ldrs I/A GBP -1.06 0.48 -2.58 -3.63 5.54 11/10/2019
Natixis LS U.S. Eq Ldrs Q/AG USD -1.72 -0.81 -3.58 -4.69 4.52 11/10/2019
Baillie Gifford Lg Tm Gbl Gth C Acc 0.64 - 1.56 6.42 7.66 07/04/2017
Janus Henderson GlTc A A -1.88 -0.78 -2.49 -2.49 4.46 11/10/2019
Baillie Gifford Japnse Sm Cos A Acc -3.20 -3.15 -1.11 -2.67 2.64 11/10/2019
Investec Am Franchise I Acc GBP -1.17 0.13 -1.92 -0.33 9.85 11/10/2019
Natixis LS U.S. Eq Ldrs N/A GBP -1.06 0.48 -2.59 -3.68 5.43 11/10/2019
Natixis LS U.S. Eq Ldrs I/A USD -1.72 -0.82 -3.59 -4.74 4.42 11/10/2019
Aviva Inv Asia Pac Prop A Acc GBP 0.06 -4.06 70.67 77.18 76.47 06/09/2019
Aviva Inv Asia Pac Prop A A EUR 0.10 -3.80 70.67 76.71 76.34 06/09/2019
Aviva Inv Asia Pac Prop A Acc$ -0.17 -4.19 70.17 77.28 76.40 06/09/2019
Investec Am Franchise R Acc£ -1.17 0.12 -1.94 -0.39 9.71 11/10/2019
Artemis US Extd Al I A £ -1.13 0.86 -1.43 0.46 10.25 11/10/2019
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
The Capital 5 21.47 32.40 7.31 30.43 32.57
Legg Mason IFJaEq X 1 4.51 14.72 7.04 81.23 27.71
AXA Framlington Gbl Tech A Acc 4 23.45 14.99 20.94 45.73 17.36
Legg Mason IFJaEq A 1 4.27 14.42 6.78 80.33 26.81
AXA Framlington Gbl Tech Z Acc 4 23.14 14.69 20.62 45.37 17.09
AXA Framlington Gbl Tech Z Inc 4 23.16 14.68 20.62 45.34 17.07
AXA Framlington Gbl Tech R Inc 4 22.25 13.84 19.70 44.29 16.22
AXA Framlington Gbl Tech R Acc 4 22.23 13.86 19.70 44.29 16.20
Baillie Gifford American C Acc 4 9.55 26.93 19.68 40.60 18.37
Janus Henderson GlTc Z A 3 19.58 9.91 25.88 43.63 13.77
Baillie Gifford American B Acc 4 9.00 26.28 19.06 39.68 17.63
Baillie Gifford American B Inc 4 9.00 26.30 19.05 39.67 17.62
L&G Gbl Technology Idx Trst I Acc 19.70 16.14 20.16 45.57 10.07
Baillie Gifford Japnse Sm Cos C Inc 1 2.34 19.05 15.70 55.09 22.33
Baillie Gifford Japnse Sm Cos C Acc 1 2.33 19.06 15.71 55.08 22.33
L&G Gbl Technology Idx Trst F Acc 19.55 15.96 19.99 45.37 9.95
Premier UK Mid 250 C Inc 1 28.56 21.74 0.48 23.94 36.24
LF Ruffer Gold Inst 5 67.86 -16.61 -4.95 87.04 6.03
Premier UK Mid 250 B Inc 1 28.24 21.44 0.23 23.63 35.87
LF Ruffer Gold C Acc 5 67.52 -16.77 -5.15 86.69 5.75
Janus Henderson GlTc I A 3 18.69 9.08 24.91 42.42 12.85
Baillie Gifford Japnse Sm Cos B Inc 1 1.72 18.36 15.00 54.16 21.59
Baillie Gifford Japnse Sm Cos B Acc 1 1.72 18.36 15.01 54.15 21.57
L&G Gbl Technology Idx Trst R Acc 19.26 15.53 19.22 44.33 9.12
Fundsmith Equity I Acc 5 21.78 7.03 14.38 43.35 20.46
Fundsmith Equity I Inc 5 21.77 7.04 14.37 43.33 20.44
LF Ruffer Gold O 5 67.03 -17.03 -5.44 86.11 5.43
Baillie Gifford American A Acc 4 7.91 25.03 17.92 38.48 16.60
Fundsmith Equity T Acc 5 21.66 6.93 14.26 43.20 20.33
Investec Am Franchise S Acc GBP 5 26.46 11.18 18.69 37.62 11.51
Fundsmith Equity T Inc 5 21.66 6.93 14.26 43.19 20.32
Premier UK Mid 250 A Inc 1 27.60 20.83 -0.29 22.97 35.11
Aviva Inv Asia Pac Prop I Acc GBP 73.43 -1.61 12.72 49.18 -11.37
Natixis LS U.S. Eq Ldrs Q/A GBP 4 21.21 5.81 13.16 47.10 18.05
Fundsmith Equity R Acc 5 21.05 6.40 13.69 42.48 19.73
Fundsmith Equity R Inc 5 21.05 6.39 13.69 42.45 19.73
Baillie Gifford Lg Tm Gbl Gth C Inc 3 33.99 5.87 35.08 18.75 9.44
Natixis LS U.S. Eq Ldrs I/A GBP 4 20.98 5.60 12.94 46.69 17.63
Natixis LS U.S. Eq Ldrs Q/AG USD 4 20.08 5.74 12.93 46.58 18.30
Baillie Gifford Lg Tm Gbl Gth C Acc 3 33.72 5.84 35.11 18.79 9.43
Janus Henderson GlTc A A 3 17.60 8.11 23.78 41.14 11.82
Baillie Gifford Japnse Sm Cos A Acc 1 0.81 17.29 13.98 52.78 20.49
Investec Am Franchise I Acc GBP 5 25.52 10.35 17.81 36.59 10.68
Natixis LS U.S. Eq Ldrs N/A GBP 4 20.73 5.39 12.71 46.39 17.47
Natixis LS U.S. Eq Ldrs I/A USD 4 19.84 5.52 12.71 46.64 17.83
Aviva Inv Asia Pac Prop A Acc GBP 72.86 -2.27 11.81 47.97 -11.99
Aviva Inv Asia Pac Prop A A EUR 72.99 -2.26 11.85 47.56 -11.85
Aviva Inv Asia Pac Prop A Acc$ 72.86 -2.22 12.48 46.35 -11.64
Investec Am Franchise R Acc£ 5 25.21 10.08 17.51 36.25 10.41
Artemis US Extd Al I A £ 5 17.58 9.00 13.88 39.67 18.16
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
The Capital GBX 1.0 1.0 5.00 1.50 1.55 1.760
Legg Mason IFJaEq X GBX 100.0 0.0 0.00 0.75 - 1.020
AXA Framlington Gbl Tech A Acc GBX 1,000.0 5.0 5.00 0.50 - 0.570
Legg Mason IFJaEq A GBX 3.0 0.0 0.00 1.00 - 1.270
AXA Framlington Gbl Tech Z Acc GBX 100.0 5.0 0.00 0.75 - 0.820
AXA Framlington Gbl Tech Z Inc GBX 100.0 5.0 0.00 0.75 - 0.820
AXA Framlington Gbl Tech R Inc GBX 1.0 0.1 0.00 1.50 - 1.570
AXA Framlington Gbl Tech R Acc GBX 1.0 0.1 0.00 1.50 - 1.570
Baillie Gifford American C Acc GBX 250.0 0.0 0.00 0.00 - 0.020
Janus Henderson GlTc Z A GBX 10,000.0 1,000.0 0.00 0.00 0.06 0.040
Baillie Gifford American B Acc GBX 1.0 0.0 0.00 0.50 - 0.520
Baillie Gifford American B Inc GBX 1.0 0.0 0.00 0.50 - 0.520
L&G Gbl Technology Idx Trst I Acc GBX 1,000.0 0.0 0.00 - - 0.320
Baillie Gifford Japnse Sm Cos C Inc GBX 250.0 0.0 0.00 0.00 - 0.030
Baillie Gifford Japnse Sm Cos C Acc GBX 250.0 0.0 0.00 0.00 - 0.030
L&G Gbl Technology Idx Trst F Acc GBX 0.5 0.1 0.00 - - 0.460
Premier UK Mid 250 C Inc GBX 250.0 25.0 0.00 0.75 1.02 1.070
LF Ruffer Gold Inst GBX 100,000.0 0.0 5.00 1.00 1.89 1.040
Premier UK Mid 250 B Inc GBX 50.0 5.0 0.00 1.00 1.22 1.320
LF Ruffer Gold C Acc GBX 1.0 0.0 5.00 1.20 - 1.240
Janus Henderson GlTc I A GBX 3,000.0 10.0 0.00 0.75 0.85 0.830
Baillie Gifford Japnse Sm Cos B Inc GBX 1.0 0.0 0.00 0.60 - 0.620
Baillie Gifford Japnse Sm Cos B Acc GBX 1.0 0.0 0.00 0.60 - 0.620
L&G Gbl Technology Idx Trst R Acc GBX 0.1 0.1 0.00 - - 0.700
Fundsmith Equity I Acc GBX 5,000.0 5.0 0.00 0.90 0.99 0.950
Fundsmith Equity I Inc GBX 5,000.0 5.0 0.00 0.90 0.99 0.950
LF Ruffer Gold O GBX 1.0 0.0 5.00 1.50 1.89 1.540
Baillie Gifford American A Acc GBX 1.0 0.1 0.00 1.50 - 1.510
Fundsmith Equity T Acc GBX 1.0 0.3 0.00 1.00 1.09 1.050
Investec Am Franchise S Acc GBP GBX 100,000.0 1,000.0 0.00 0.00 - 0.080
Fundsmith Equity T Inc GBX 1.0 0.3 0.00 1.00 1.09 1.050
Premier UK Mid 250 A Inc GBX 1.0 0.5 4.00 1.50 1.77 1.820
Aviva Inv Asia Pac Prop I Acc GBP GBX 1,000.0 1.0 0.00 - - 1.680
Natixis LS U.S. Eq Ldrs Q/A GBP GBX 10,000.0 0.0 1.00 0.35 0.25 -
Fundsmith Equity R Acc GBX 1.0 0.3 0.00 1.50 1.59 1.550
Fundsmith Equity R Inc GBX 1.0 0.3 0.00 1.50 1.59 1.550
Baillie Gifford Lg Tm Gbl Gth C Inc GBX 250.0 0.0 0.00 0.00 0.03 0.030
Natixis LS U.S. Eq Ldrs I/A GBP GBX 5,000.0 0.0 1.00 0.55 0.80 -
Natixis LS U.S. Eq Ldrs Q/AG USD USX 15,000.0 0.0 1.00 0.35 0.25 -
Baillie Gifford Lg Tm Gbl Gth C Acc GBX 250.0 0.0 0.00 0.00 0.03 0.030
Janus Henderson GlTc A A GBX 1.0 0.1 5.00 1.50 1.82 1.740
Baillie Gifford Japnse Sm Cos A Acc GBX 1.0 0.1 0.00 1.50 - 1.520
Investec Am Franchise I Acc GBP GBX 1,000.0 250.0 0.00 0.75 - 0.830
Natixis LS U.S. Eq Ldrs N/A GBP GBX 0.0 0.0 1.00 0.75 1.00 1.000
Natixis LS U.S. Eq Ldrs I/A USD USX 10,000.0 0.0 1.00 0.55 0.80 -
Aviva Inv Asia Pac Prop A Acc GBP GBX 1.0 0.3 0.00 - 2.03 1.980
Aviva Inv Asia Pac Prop A A EUR EUX 1.0 0.3 0.00 - 2.03 1.980
Aviva Inv Asia Pac Prop A Acc$ USX 1.0 0.3 0.00 - 2.03 1.980
Investec Am Franchise R Acc£ GBX 1.0 25.0 0.00 1.00 - 1.080
Artemis US Extd Al I A £ GBX 250.0 0.5 0.00 0.75 - 0.850
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