Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
7IM Randolph Place Diversified A 4 1.72 23.65 32.86 1.99
LF Navajo Inc 4 4.55 31.41 59.61 0.25
Lib Bal X Acc 3 9.98 18.93 49.67 1.11
LF The Abbotsford 5 5.25 23.81 48.79 1.41
Schroder Moorgate II M Acc 4.57 0.00 0.00 2.79
LF Gulland 2 3.26 22.96 58.61 1.15
The Norfolk Trust 2 3.90 31.52 58.89 1.56
S&W Global Opportunities 3 3.17 17.48 35.11 2.26
VT The Prestney Inc 3 2.13 14.11 36.93 1.44
LF Davids 1 3.17 8.88 30.71 0.42
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
Lib Stgc D Acc 2 6.67 11.14 32.46 0.24
LF Mulberry Inc 2 3.49 24.17 45.31 0.79
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
The Enterprise Trust 3 7.10 29.02 48.20 2.07
Lib Bal D Acc 3 8.90 15.40 41.26 1.12
LF OHP 3 1.73 26.87 57.62 0.89
S&W Devonshire 1 -3.62 11.21 10.61 2.28
7IM CTAK Capiv A Inc -1.91 0.00 0.00 0.00
LF New Viaduct Inst Inc 4 5.28 29.21 62.85 0.27
LF New Floco 2 5.23 26.88 75.93 0.17
The Holmbush 2 -4.17 7.58 23.06 0.97
Schroder Moorgate I M Acc 8.41 0.00 0.00 3.08
7IM Mulgy A -1.46 0.00 0.00 0.00
CF Tasman Inc 2 -3.13 10.82 24.60 0.83
7IM Matterhorn A Inc 0.00 0.00 0.00 0.00
S&W Gloucester 4 7.25 23.47 44.85 2.50
Lib Bal CWM Acc 3 8.86 15.31 40.66 1.12
Close Diversified IncPort I Inc 2 0.00 0.00 0.00 0.00
LF JOHIM Arbor 3 3.52 24.03 48.70 0.35
LF Circus 3 3.33 24.40 49.37 0.78
LF Navajo Acc 4 4.54 31.42 59.63 0.25
Schroder Moorgate II M Inc 4.57 0.00 0.00 2.84
LF New Grande Motte 3 3.81 23.42 50.63 0.94
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
S&W Norton 2 7.84 16.95 34.34 1.77
Schroder Gbl Climate Change I Acc 2 3.57 0.00 0.00 0.50
Close Tactical Select Pas Gth I Acc 4 0.00 0.00 0.00 0.00
FP Towers Watson Sel Gth A GBP 8.87 31.99 0.00 0.00
7IM Arden A 5 -2.03 27.10 31.48 0.28
The Notts Trust 2 6.71 18.94 47.88 1.35
Lib Stgc X Acc 2 7.75 14.61 40.30 1.70
Lib Bal X Inc 3 9.98 20.33 0.00 0.00
7IM Capital Strategy A 1 -3.43 8.49 0.00 0.00
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
7IM Randolph Place Diversified A -0.32 0.14 0.32 3.04 -1.56 08/03/2019
LF Navajo Inc -0.62 - -0.09 3.26 10.49 30/09/2019
Lib Bal X Acc -0.05 0.55 -0.75 0.22 4.66 11/10/2019
LF The Abbotsford 0.34 - 0.81 1.86 7.25 30/09/2019
Schroder Moorgate II M Acc 0.02 0.80 0.60 1.82 0.37 21/08/2014
LF Gulland 0.01 - 0.13 2.97 8.11 30/09/2019
The Norfolk Trust 0.10 0.00 0.51 1.22 4.15 14/08/2014
S&W Global Opportunities -1.67 -1.67 -1.61 -1.55 1.27 10/10/2019
VT The Prestney Inc -0.02 -0.02 -1.60 -1.24 2.25 11/10/2019
LF Davids 0.33 - -1.11 2.99 3.99 30/09/2019
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
Lib Stgc D Acc -0.06 0.31 -0.86 -0.31 3.26 11/10/2019
LF Mulberry Inc -0.15 - -0.70 3.32 9.17 30/09/2019
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
The Enterprise Trust 1.22 - 1.44 4.47 9.33 30/09/2019
Lib Bal D Acc -0.12 0.54 -0.83 -0.06 4.13 11/10/2019
LF OHP -0.20 - -0.30 3.06 8.90 30/09/2019
S&W Devonshire -0.33 - -0.33 -1.59 1.95 15/07/2019
7IM CTAK Capiv A Inc -0.27 0.03 -0.27 1.09 -2.39 08/03/2019
LF New Viaduct Inst Inc -0.64 - -1.61 1.13 8.24 30/09/2019
LF New Floco -1.00 - 0.96 2.78 8.97 30/09/2019
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
7IM Mulgy A -0.18 0.26 -0.31 0.66 -2.26 08/03/2019
CF Tasman Inc 3.41 3.41 1.07 -0.03 -1.40 22/02/2016
7IM Matterhorn A Inc -0.17 0.08 -0.05 1.01 -2.28 08/03/2019
S&W Gloucester 0.88 - 1.43 1.48 6.30 30/09/2019
Lib Bal CWM Acc -0.06 0.53 -0.82 -0.06 4.12 11/10/2019
Close Diversified IncPort I Inc -0.02 -0.24 -0.14 - - 11/10/2019
LF JOHIM Arbor -0.49 - 0.08 3.64 8.51 30/09/2019
LF Circus -0.18 - -0.67 3.32 9.04 30/09/2019
LF Navajo Acc -0.62 - -0.09 3.26 10.49 30/09/2019
Schroder Moorgate II M Inc 0.02 0.81 0.61 -0.61 0.36 21/08/2014
LF New Grande Motte -0.08 - -0.35 2.63 8.23 30/09/2019
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
S&W Norton 0.42 0.42 -0.74 -0.77 4.76 09/10/2019
Schroder Gbl Climate Change I Acc 0.00 0.35 -0.57 0.72 -2.72 25/09/2014
Close Tactical Select Pas Gth I Acc -0.27 0.57 -1.09 - - 11/10/2019
FP Towers Watson Sel Gth A GBP 0.00 0.00 0.00 1.57 5.82 10/06/2015
7IM Arden A -0.23 0.42 -0.22 1.45 -2.71 08/03/2019
The Notts Trust -0.51 0.25 0.16 3.85 9.96 30/09/2019
Lib Stgc X Acc 0.00 0.34 -0.79 -0.06 3.82 11/10/2019
Lib Bal X Inc -0.05 0.55 -0.75 0.22 4.66 11/10/2019
7IM Capital Strategy A -0.30 0.48 -0.15 0.82 -5.30 08/03/2019
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 (%)
7IM Randolph Place Diversified A 4 1.72 3.78 17.13 -2.31 9.99
LF Navajo Inc 4 4.55 13.57 10.67 21.94 -0.40
Lib Bal X Acc 3 9.98 -0.42 8.59 15.70 8.78
LF The Abbotsford 5 5.25 6.87 10.07 20.02 0.13
Schroder Moorgate II M Acc 4.57 - - - -
LF Gulland 2 3.26 10.82 7.45 20.22 7.29
The Norfolk Trust 2 3.90 14.06 10.98 6.66 13.26
S&W Global Opportunities 3 3.17 1.51 12.17 19.79 -3.99
VT The Prestney Inc 3 2.13 3.40 8.06 15.67 3.74
LF Davids 1 3.17 2.84 2.62 15.06 4.34
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
Lib Stgc D Acc 2 6.67 -1.50 5.78 11.93 6.48
LF Mulberry Inc 2 3.49 10.96 8.13 20.41 -2.81
The Water Tigress Acc 2 -4.69 6.72 3.02 13.43 -8.69
Schroder Moorgate I M Inc 8.47 - - - -
The Enterprise Trust 3 7.10 10.23 9.29 16.19 -1.15
Lib Bal D Acc 3 8.90 -1.42 7.49 14.17 7.22
LF OHP 3 1.73 15.47 8.00 22.78 1.18
S&W Devonshire 1 -3.62 6.96 7.87 3.93 -4.30
7IM CTAK Capiv A Inc -1.91 - - - -
LF New Viaduct Inst Inc 4 5.28 11.67 9.90 16.13 8.52
LF New Floco 2 5.23 10.50 9.12 23.95 11.87
The Holmbush 2 -4.17 7.99 3.95 20.25 -4.88
Schroder Moorgate I M Acc 8.41 - - - -
7IM Mulgy A -1.46 - - - -
CF Tasman Inc 2 -3.13 6.10 7.83 10.62 1.64
7IM Matterhorn A Inc - - - - -
S&W Gloucester 4 7.25 6.11 8.50 21.42 -3.38
Lib Bal CWM Acc 3 8.86 -1.46 7.48 14.13 6.89
Close Diversified IncPort I Inc 2 - - - - -
LF JOHIM Arbor 3 3.52 11.12 7.82 18.09 1.53
LF Circus 3 3.33 10.89 8.57 21.43 -1.12
LF Navajo Acc 4 4.54 13.57 10.70 21.94 -0.39
Schroder Moorgate II M Inc 4.57 - - - -
LF New Grande Motte 3 3.81 9.84 8.24 19.77 1.90
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 - - -
S&W Norton 2 7.84 1.29 7.06 10.57 3.88
Schroder Gbl Climate Change I Acc 2 3.57 26.16 - - -
Close Tactical Select Pas Gth I Acc 4 - - - - -
FP Towers Watson Sel Gth A GBP 8.87 5.63 14.77 - -
7IM Arden A 5 -2.03 9.52 18.45 -3.81 7.54
The Notts Trust 2 6.71 5.04 6.12 25.79 -1.16
Lib Stgc X Acc 2 7.75 -0.49 6.88 13.32 8.03
Lib Bal X Inc 3 9.98 -0.42 9.87 - -
7IM Capital Strategy A 1 -3.43 4.18 7.84 - -
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 (%)
7IM Randolph Place Diversified A GBX 250.0 0.0 10.00 0.50 1.60 1.600
LF Navajo Inc GBX 100.0 5.0 10.00 1.00 1.53 1.640
Lib Bal X Acc GBX 0.0 0.0 10.00 0.00 - 0.580
LF The Abbotsford GBX 100.0 10.0 10.00 0.92 1.22 1.020
Schroder Moorgate II M Acc GBX 3,000.0 100.0 10.00 0.40 - 1.290
LF Gulland GBX 50.0 50.0 10.00 0.79 1.35 1.300
The Norfolk Trust GBX 100.0 100.0 10.00 0.75 0.86 -
S&W Global Opportunities GBX 0.0 0.0 10.00 - - 1.010
VT The Prestney Inc GBX 100.0 10.0 10.00 1.00 1.48 1.478
LF Davids GBX 0.0 0.0 10.00 1.08 1.35 1.420
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
Lib Stgc D Acc GBX 0.0 0.0 10.00 1.50 - 1.900
LF Mulberry Inc GBX 100.0 10.0 10.00 1.00 1.40 1.280
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
The Enterprise Trust GBX 0.0 0.0 10.00 0.92 1.31 1.310
Lib Bal D Acc GBX 0.0 0.0 10.00 1.50 - 1.580
LF OHP GBX 0.0 0.0 10.00 1.00 1.53 1.290
S&W Devonshire GBX 0.0 0.0 10.00 1.14 1.39 1.660
7IM CTAK Capiv A Inc GBX 250.0 250.0 10.00 0.50 1.55 1.550
LF New Viaduct Inst Inc GBX 0.0 0.0 10.00 1.00 1.40 1.310
LF New Floco GBX 100.0 10.0 10.00 0.40 1.21 1.340
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
7IM Mulgy A GBX 250.0 0.0 10.00 0.50 1.95 1.950
CF Tasman Inc GBX 100.0 10.0 10.00 1.00 1.48 1.600
7IM Matterhorn A Inc GBX 250.0 0.0 10.00 - - -
S&W Gloucester GBX 100.0 100.0 10.00 0.65 0.78 0.940
Lib Bal CWM Acc GBX 0.0 0.0 10.00 1.00 - 1.580
Close Diversified IncPort I Inc GBX 1,000.0 1.0 10.00 - - -
LF JOHIM Arbor GBX 0.0 0.0 10.00 1.16 1.34 1.590
LF Circus GBX 0.0 0.0 10.00 1.00 1.26 1.190
LF Navajo Acc GBX 100.0 5.0 10.00 1.00 1.53 1.640
Schroder Moorgate II M Inc GBX 3,000.0 100.0 10.00 0.40 - 1.290
LF New Grande Motte GBX 0.0 0.0 10.00 0.78 1.33 1.140
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
S&W Norton GBX 100.0 10.0 10.00 0.70 1.77 1.360
Schroder Gbl Climate Change I Acc GBX 25,000.0 10,000.0 10.00 0.75 - 0.790
Close Tactical Select Pas Gth I Acc GBX 1,000.0 1.0 10.00 - - -
FP Towers Watson Sel Gth A GBP GBX 5,000.0 0.0 10.00 0.32 2.09 2.090
7IM Arden A GBX 250.0 0.0 10.00 0.50 1.69 1.690
The Notts Trust GBX 100.0 100.0 10.00 0.75 0.86 0.950
Lib Stgc X Acc GBX 0.0 0.0 10.00 0.00 - 0.900
Lib Bal X Inc GBX 0.0 0.0 10.00 - - 0.580
7IM Capital Strategy A GBX 250.0 0.0 10.00 0.55 1.94 1.940
The Cardinal Inc GBX 0.0 0.0 10.00 1.03 1.20 1.360
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