Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
VT Turcan Connell Capital Strategy 1 -1.95 9.23 0.00 0.00
IFSL James Hambro Rires 4 1.53 29.74 44.23 0.00
LF New Floco 4 -1.68 33.52 60.24 0.60
IFSL James Hambro Barnham Broom 3 1.40 29.24 42.42 0.00
Schroder Moorgate II M Acc 4.57 0.00 0.00 2.79
LF Miton Worldwide Opps E GBP 5 0.06 45.79 53.46 0.58
The Norfolk Trust 2 3.90 31.52 58.89 1.56
VT CTAK Capiv A Inc 0.00 0.00 0.00 0.00
LF New Grande Motte 3 0.92 30.85 44.59 0.85
IFSL James Hambro Penrhos Inc 3 0.83 26.92 37.56 0.00
VT Craigshannoch Multi Strategy A 1 -0.40 -13.91 0.00 0.11
The Buckingham 2 10.64 23.33 36.98 1.08
TM Cheviot Balanced C Acc 3 9.23 35.10 55.47 1.45
VT Matterhorn A Inc 0.00 0.00 0.00 0.00
LF Gulland 4 1.64 31.49 50.93 0.66
The Water Tigress Acc 2 -4.69 4.79 8.53 1.05
Schroder Moorgate I M Inc 8.47 0.00 0.00 3.12
Lib Stgc X Acc 2 -0.73 20.63 32.84 1.70
LF Navajo Inc 5 3.67 39.64 51.09 0.16
Lib Bal X Inc 2 -0.54 0.00 0.00 0.00
Lib Bal CWM Acc 2 -1.58 21.11 29.46 1.12
The Enterprise Trust 3 1.51 28.74 35.76 2.10
Lib Bal D Acc 2 -1.48 21.38 30.36 1.12
Lib Bal X Acc 2 -0.54 25.34 38.77 1.11
The Holmbush 2 -4.17 7.58 23.06 0.97
Schroder Moorgate I M Acc 8.41 0.00 0.00 3.08
LF New Viaduct Inst Inc 4 0.31 27.79 49.32 0.43
CF Tasman Inc 2 -3.13 10.82 24.60 0.83
S&W Norton 1 1.26 21.00 30.22 1.51
LF JOHIM Arbor 3 3.23 30.32 39.24 0.19
LF Navajo Acc 5 3.66 39.65 51.11 0.16
Lib Stgc C Inc 2 -2.05 16.20 24.77 0.41
VT The Prestney Inc 2 1.15 25.42 32.97 1.44
Lib Stgc D Acc 2 -1.69 16.73 24.78 0.24
S&W Gloucester 3 -1.16 28.87 34.70 2.58
Schroder Moorgate II M Inc 4.57 0.00 0.00 2.84
S&W Global Opportunities 2 1.51 30.52 30.30 1.78
The Water Tigress Inc 2 -4.53 5.39 9.32 1.06
Schroder Diversified Growth I Acc 1 12.84 22.87 38.12 1.00
FP Towers Watson Sel Gth P EUR -5.95 0.00 0.00 0.00
LF Mulberry Inc 2 1.14 31.21 36.21 0.56
Schroder Gbl Climate Change I Acc 2 3.57 0.00 0.00 0.50
LF Circus 3 1.30 32.94 39.86 0.61
FP Towers Watson Sel Gth A GBP 8.87 31.99 0.00 0.00
LF Davids 1 -0.73 15.67 28.41 0.29
VT Mulgy -1.21 0.00 0.00 0.00
LF OHP 4 4.16 39.04 50.21 0.00
LF The Abbotsford 3 -1.88 28.88 37.18 1.28
The Notts Trust 3 -2.39 28.44 41.40 1.41
The Cardinal Inc 4 14.77 24.71 50.13 0.81
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
VT Turcan Connell Capital Strategy 0.19 -2.20 -3.88 -3.99 -1.32 17/10/2018
IFSL James Hambro Rires -1.63 -1.63 -3.46 -2.65 2.96 17/10/2018
LF New Floco -8.31 -8.31 -6.97 -6.10 2.69 15/10/2018
IFSL James Hambro Barnham Broom -1.47 -1.47 -3.43 -2.70 3.00 17/10/2018
Schroder Moorgate II M Acc 0.02 0.80 0.60 1.82 0.37 21/08/2014
LF Miton Worldwide Opps E GBP 0.50 -2.10 -3.30 -3.51 -0.75 12/10/2018
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
VT CTAK Capiv A Inc 0.04 -1.00 -1.06 -1.74 -0.39 17/10/2018
LF New Grande Motte -5.75 -5.75 -4.16 -3.44 5.47 15/10/2018
IFSL James Hambro Penrhos Inc -1.59 -1.59 -3.68 -3.14 2.91 17/10/2018
VT Craigshannoch Multi Strategy A -0.18 -0.18 -3.58 -2.42 1.14 18/09/2018
The Buckingham 1.63 - - 2.82 3.93 15/01/2018
TM Cheviot Balanced C Acc 0.26 0.39 1.97 -1.34 1.91 07/08/2015
VT Matterhorn A Inc 0.06 -1.03 -1.68 -2.34 - 17/10/2018
LF Gulland -5.86 -5.86 -4.09 -3.83 4.62 15/10/2018
The Water Tigress Acc -0.32 - -1.84 5.25 1.25 13/05/2016
Schroder Moorgate I M Inc 0.36 1.69 1.26 0.80 -1.54 21/08/2014
Lib Stgc X Acc 0.68 -1.74 -3.08 -4.21 0.43 17/10/2018
LF Navajo Inc -6.24 -6.24 -5.06 -3.72 5.96 15/10/2018
Lib Bal X Inc 0.66 -1.82 -3.18 -4.13 1.15 17/10/2018
Lib Bal CWM Acc 0.65 -1.89 -3.30 -4.37 0.65 17/10/2018
The Enterprise Trust -6.76 -6.76 -3.91 -4.14 3.87 15/10/2018
Lib Bal D Acc 0.66 -1.80 -3.23 -4.32 0.66 17/10/2018
Lib Bal X Acc 0.66 -1.82 -3.18 -4.13 1.15 17/10/2018
The Holmbush 0.94 0.94 0.47 1.54 -0.72 31/05/2016
Schroder Moorgate I M Acc 0.36 1.69 1.25 0.79 -1.60 21/08/2014
LF New Viaduct Inst Inc -7.32 -7.32 -5.77 -5.65 4.02 15/10/2018
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
S&W Norton -3.18 - -0.91 -0.87 5.55 10/10/2018
LF JOHIM Arbor -5.25 -5.25 -3.79 -3.35 4.78 15/10/2018
LF Navajo Acc -6.25 -6.25 -5.07 -3.73 5.94 15/10/2018
Lib Stgc C Inc 0.61 -1.84 -3.18 -4.54 -0.22 17/10/2018
VT The Prestney Inc -2.68 -2.68 -1.92 -1.42 3.14 12/10/2018
Lib Stgc D Acc 0.66 -1.82 -3.14 -4.42 -0.13 17/10/2018
S&W Gloucester -5.43 -5.43 -3.80 -3.57 1.78 15/10/2018
Schroder Moorgate II M Inc 0.02 0.81 0.61 -0.61 0.36 21/08/2014
S&W Global Opportunities -3.38 - -2.09 -3.92 3.21 10/10/2018
The Water Tigress Inc -0.35 - -1.84 5.36 1.42 13/05/2016
Schroder Diversified Growth I Acc -0.43 0.46 0.76 -0.45 5.01 15/08/2013
FP Towers Watson Sel Gth P EUR -0.94 -0.22 1.29 2.11 -8.85 10/06/2015
LF Mulberry Inc -6.25 -6.25 -4.05 -3.98 5.35 15/10/2018
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
LF Circus -6.03 -6.03 -3.90 -3.81 5.38 15/10/2018
FP Towers Watson Sel Gth A GBP 0.00 0.00 0.00 1.57 5.82 10/06/2015
LF Davids -2.48 -2.48 -0.54 -2.74 0.07 15/10/2018
VT Mulgy 0.07 -0.94 -1.38 -1.88 -0.22 17/10/2018
LF OHP -6.95 -6.95 -4.60 -3.32 7.86 15/10/2018
LF The Abbotsford -5.91 -5.91 -5.00 -5.44 1.28 15/10/2018
The Notts Trust 1.52 -1.07 -3.31 -4.13 4.10 17/10/2018
The Cardinal Inc -0.89 -0.89 -2.90 9.75 10.39 15/09/2016
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
VT Turcan Connell Capital Strategy 1 -1.95 4.43 6.68 - -
IFSL James Hambro Rires 4 1.53 11.03 15.08 10.57 0.55
LF New Floco 4 -1.68 8.28 25.42 16.80 2.75
IFSL James Hambro Barnham Broom 3 1.40 9.83 16.04 9.98 0.20
Schroder Moorgate II M Acc 4.57 - - - -
LF Miton Worldwide Opps E GBP 5 0.06 18.03 23.45 5.32 -0.06
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
VT CTAK Capiv A Inc - - - - -
LF New Grande Motte 3 0.92 7.75 20.33 6.73 3.53
IFSL James Hambro Penrhos Inc 3 0.83 9.64 14.81 8.98 -0.55
VT Craigshannoch Multi Strategy A 1 -0.40 -18.40 5.93 0.96 -
The Buckingham 2 10.64 21.23 -8.04 6.31 4.47
TM Cheviot Balanced C Acc 3 9.23 4.71 18.13 13.13 1.72
VT Matterhorn A Inc - - - - -
LF Gulland 4 1.64 7.60 20.23 12.47 2.06
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
Schroder Moorgate I M Inc 8.47 - - - -
Lib Stgc X Acc 2 -0.73 8.34 12.16 9.44 0.62
LF Navajo Inc 5 3.67 9.70 22.79 5.25 2.80
Lib Bal X Inc 2 -0.54 9.73 - - -
Lib Bal CWM Acc 2 -1.58 8.67 13.24 8.45 -1.42
The Enterprise Trust 3 1.51 10.00 15.28 6.67 -1.14
Lib Bal D Acc 2 -1.48 8.62 13.43 8.73 -1.23
Lib Bal X Acc 2 -0.54 9.73 14.84 10.34 0.34
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
Schroder Moorgate I M Acc 8.41 - - - -
LF New Viaduct Inst Inc 4 0.31 9.44 16.41 13.91 2.58
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
S&W Norton 1 1.26 5.36 13.42 4.62 2.86
LF JOHIM Arbor 3 3.23 7.71 17.21 6.60 0.23
LF Navajo Acc 5 3.66 9.70 22.82 5.26 2.80
Lib Stgc C Inc 2 -2.05 7.06 10.82 8.01 -0.59
VT The Prestney Inc 2 1.15 7.54 15.31 4.18 1.77
Lib Stgc D Acc 2 -1.69 7.17 10.79 7.81 -0.85
S&W Gloucester 3 -1.16 8.91 19.72 2.74 1.74
Schroder Moorgate II M Inc 4.57 - - - -
S&W Global Opportunities 2 1.51 12.17 14.62 0.34 -0.51
The Water Tigress Inc 2 -4.53 7.17 3.00 13.38 -8.51
Schroder Diversified Growth I Acc 1 12.84 2.68 6.05 12.37 0.04
FP Towers Watson Sel Gth P EUR -5.95 1.58 - - -
LF Mulberry Inc 2 1.14 6.70 21.59 3.65 0.16
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
LF Circus 3 1.30 7.17 22.46 4.30 0.87
FP Towers Watson Sel Gth A GBP 8.87 5.63 14.77 - -
LF Davids 1 -0.73 4.13 11.89 8.31 2.50
VT Mulgy -1.21 - - - -
LF OHP 4 4.16 7.59 24.06 6.11 1.82
LF The Abbotsford 3 -1.88 9.53 19.92 5.47 0.92
The Notts Trust 3 -2.39 6.80 23.20 7.16 2.74
The Cardinal Inc 4 14.77 2.57 5.94 9.53 9.91
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
VT Turcan Connell Capital Strategy GBX 250.0 0.0 10.00 0.55 1.94 1.940
IFSL James Hambro Rires GBX 100.0 10.0 10.00 1.00 - 1.400
LF New Floco GBX 100.0 10.0 10.00 0.40 1.21 1.440
IFSL James Hambro Barnham Broom GBP 100.0 10.0 10.00 1.00 - 1.410
Schroder Moorgate II M Acc GBX 3,000.0 100.0 10.00 0.40 - 1.290
LF Miton Worldwide Opps E GBP GBX 10,000.0 1,000.0 10.00 0.50 - 0.810
The Norfolk Trust GBX 100.0 100.0 10.00 0.75 0.86 -
VT CTAK Capiv A Inc GBX 250.0 250.0 10.00 0.50 1.55 1.550
LF New Grande Motte GBX 0.0 0.0 10.00 0.78 1.33 1.120
IFSL James Hambro Penrhos Inc GBX 100.0 10.0 10.00 1.03 1.65 1.730
VT Craigshannoch Multi Strategy A GBX 250.0 0.0 10.00 0.50 0.80 0.800
The Buckingham GBX 0.0 0.0 10.00 1.03 1.53 1.250
TM Cheviot Balanced C Acc GBX 100.0 0.0 10.00 0.00 0.00 1.120
VT Matterhorn A Inc GBX 250.0 0.0 10.00 - - -
LF Gulland GBX 50.0 50.0 10.00 0.79 1.35 1.300
The Water Tigress Acc GBX 0.0 0.0 10.00 0.77 1.48 1.330
Schroder Moorgate I M Inc GBX 3,000.0 100.0 10.00 0.60 - 0.820
Lib Stgc X Acc GBX 0.0 0.0 10.00 0.00 0.00 0.860
LF Navajo Inc GBX 100.0 5.0 10.00 1.00 1.53 1.520
Lib Bal X Inc GBX 0.0 0.0 10.00 - - 0.620
Lib Bal CWM Acc GBX 0.0 0.0 10.00 1.00 0.00 1.500
The Enterprise Trust GBX 0.0 0.0 10.00 0.92 1.31 1.330
Lib Bal D Acc GBX 0.0 0.0 10.00 1.50 0.00 1.500
Lib Bal X Acc GBX 0.0 0.0 10.00 0.00 0.00 0.500
The Holmbush GBX 0.0 0.0 10.00 0.77 1.54 1.660
Schroder Moorgate I M Acc GBX 3,000.0 100.0 10.00 0.60 - 0.820
LF New Viaduct Inst Inc GBX 0.0 0.0 10.00 1.00 1.40 1.280
CF Tasman Inc GBX 100.0 10.0 10.00 1.00 1.48 1.600
S&W Norton GBX 100.0 10.0 10.00 0.70 1.77 1.390
LF JOHIM Arbor GBX 0.0 0.0 10.00 1.16 1.34 1.560
LF Navajo Acc GBX 100.0 5.0 10.00 1.00 1.53 1.520
Lib Stgc C Inc GBX 0.0 0.0 10.00 1.25 0.00 2.110
VT The Prestney Inc GBX 100.0 10.0 10.00 1.00 1.10 1.100
Lib Stgc D Acc GBX 0.0 0.0 10.00 1.50 0.00 1.860
S&W Gloucester GBX 100.0 100.0 10.00 0.65 0.78 0.870
Schroder Moorgate II M Inc GBX 3,000.0 100.0 10.00 0.40 - 1.290
S&W Global Opportunities GBX 0.0 0.0 10.00 - - 0.870
The Water Tigress Inc GBX 0.0 0.0 10.00 0.77 1.48 1.330
Schroder Diversified Growth I Acc GBX 1,000.0 20.0 10.00 0.75 0.84 0.790
FP Towers Watson Sel Gth P EUR EUX 5,000.0 0.0 10.00 0.32 2.21 2.210
LF Mulberry Inc GBX 100.0 10.0 10.00 1.00 1.40 1.260
Schroder Gbl Climate Change I Acc GBX 25,000.0 10,000.0 10.00 0.75 - 0.790
LF Circus GBX 0.0 0.0 10.00 1.00 1.26 1.130
FP Towers Watson Sel Gth A GBP GBX 5,000.0 0.0 10.00 0.32 2.09 2.090
LF Davids GBX 0.0 0.0 10.00 1.02 1.35 1.380
VT Mulgy GBX 250.0 0.0 10.00 0.50 1.95 1.950
LF OHP GBX 0.0 0.0 10.00 1.00 1.53 1.270
LF The Abbotsford GBX 100.0 10.0 10.00 0.92 1.22 1.000
The Notts Trust GBX 100.0 100.0 10.00 0.75 0.86 0.950
The Cardinal Inc GBX 0.0 0.0 10.00 1.03 1.20 1.360
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