Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
Janus Henderson AsPcfCpGt Z Acc 5 -10.05 50.63 50.41 27.40
Templeton Gbl Tot Ret Bd Y Inc 1 -2.33 26.64 0.00 8.63
Quilter Emerging MarketsBond U2 A£ 5 -9.84 22.94 0.00 8.49
Insight Eq Inc Booster Inc 2 -4.00 18.82 25.57 8.33
Insight Eq Inc Booster B Inc 2 -3.49 20.66 28.52 8.30
Insight Eq Inc Booster Inst W Inc 2 -3.37 21.18 29.79 8.29
Premier Optimum Income A Inc 1 -8.96 10.01 29.01 8.15
Premier Optimum Income B Inc 1 -8.57 11.60 32.17 8.08
Premier Optimum Income C Inc 1 -8.38 12.38 33.81 8.04
UBS Gbl Enhned Eqty Inc C Inc 1 -3.18 18.11 0.00 7.96
Insight Eq Inc Booster Acc 2 -4.00 18.80 25.55 7.95
Insight Eq Inc Booster B Acc 2 -3.48 20.67 28.51 7.95
Insight Eq Inc Booster Inst W Acc 2 -3.37 21.17 29.68 7.93
Templeton Gbl Tot Ret Bd WH3 Acc 1 -4.17 5.03 2.15 7.92
Templeton Gbl Tot Ret Bd W Acc 1 -3.01 24.31 25.27 7.92
Templeton Gbl Tot Ret Bd W Inc 1 -3.01 24.22 25.16 7.92
Templeton Gbl Tot Ret Bd WH3 Inc 1 -4.42 4.40 1.55 7.92
L&G Dynamic Bond L Inc 1 -2.86 -0.86 6.97 7.90
COIF Charities Property Inc 2 -0.01 9.59 6.35 7.83
Premier Optimum Income A Acc 1 -8.96 10.00 28.92 7.75
Templeton Gbl Tot Ret Bd ZH3 Inc 1 -4.43 4.07 1.51 7.68
Templeton Gbl Tot Ret Bd Z Acc 1 -3.21 23.63 24.36 7.68
UBS Gbl Enhned Eqty Inc C Acc 1 -3.17 18.77 0.00 7.62
HC Charteris Prem Inc A Inc 1 -14.88 8.18 2.25 7.61
L&G Dynamic Bond I Inc 1 -3.44 -2.58 4.00 7.60
L&G Dynamic Bond X GrInc 1 -3.44 -1.63 7.01 7.60
Stan Life Inv EurEqInc Inst S Acc 3 -10.56 26.81 40.15 7.59
HC Charteris Prem Inc I Inc 1 -14.45 9.82 4.83 7.59
City Financial CreditOpps I Acc -15.04 0.00 0.00 7.57
City Financial CreditOpps I Inc -14.46 0.00 0.00 7.57
L&G Dynamic Bond I Acc 1 -3.45 -2.58 3.99 7.50
L&G Dynamic Bond C Acc 1 0.00 0.00 0.00 7.50
Baillie Gifford Emg Mkts Bd C A 3 -12.31 20.59 1.84 7.50
L&G Dynamic Bond X GrAcc 1 -3.44 -1.61 7.05 7.50
CBF Church of England Property Inc 3 -1.50 8.69 1.12 7.46
Fidelity Enhanced Inc Dis 1 -6.20 3.22 17.06 7.45
City Financial CreditOpps R Inc -14.56 0.00 0.00 7.41
City Financial CreditOpps R Acc -15.00 0.00 0.00 7.41
L&G Dynamic Bond F Inc 1 -3.76 -3.36 2.69 7.40
Fidelity Enhanced Inc W Mly Inc 1 -5.62 0.00 0.00 7.37
Templeton Gbl Tot Ret Bd A Acc 1 -3.54 22.57 23.00 7.35
Templeton Gbl Tot Ret Bd A Inc 1 -3.54 22.76 22.86 7.35
Templeton Gbl Tot Ret Bd AH3 A 1 -4.92 2.95 -0.54 7.33
Templeton Gbl Tot Ret Bd AH3 I 1 -4.90 3.01 -0.48 7.33
Fidelity Enhanced Inc Y Inc 1 -5.77 4.50 19.55 7.30
L&G Dynamic Bond F Acc 1 -3.72 -3.40 2.69 7.30
HC Charteris Prem Inc A Acc 1 -14.91 8.20 2.27 7.23
Fidelity Enhanced Inc W Inc 1 -5.62 5.06 20.64 7.23
L&G Dynamic Bond R Inc 1 -4.20 -4.79 0.22 7.20
HC Charteris Prem Inc I Acc 1 -14.48 9.84 4.84 7.18
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
Janus Henderson AsPcfCpGt Z Acc 1.65 -6.08 -8.31 -10.57 -6.86 12/10/2018
Templeton Gbl Tot Ret Bd Y Inc 0.06 -1.15 2.23 -1.17 3.87 12/10/2018
Quilter Emerging MarketsBond U2 A£ 0.28 -0.45 1.24 -4.26 -7.71 12/10/2018
Insight Eq Inc Booster Inc 0.35 -3.51 -2.92 -6.03 -3.05 12/10/2018
Insight Eq Inc Booster B Inc 0.34 -3.51 -2.89 -5.91 -2.80 12/10/2018
Insight Eq Inc Booster Inst W Inc 0.34 -3.51 -2.87 -5.88 -2.73 12/10/2018
Premier Optimum Income A Inc 0.19 -3.94 -3.46 -7.38 -5.08 12/10/2018
Premier Optimum Income B Inc 0.20 -3.92 -3.42 -7.27 -4.87 12/10/2018
Premier Optimum Income C Inc 0.20 -3.92 -3.41 -7.23 -4.78 12/10/2018
UBS Gbl Enhned Eqty Inc C Inc -2.56 -4.14 -3.34 -1.87 -1.12 11/10/2018
Insight Eq Inc Booster Acc 0.34 -3.52 -2.92 -6.03 -3.06 12/10/2018
Insight Eq Inc Booster B Acc 0.34 -3.51 -2.88 -5.90 -2.79 12/10/2018
Insight Eq Inc Booster Inst W Acc 0.35 -3.51 -2.87 -5.88 -2.73 12/10/2018
Templeton Gbl Tot Ret Bd WH3 Acc 0.01 0.03 3.65 -1.63 -4.36 12/10/2018
Templeton Gbl Tot Ret Bd W Acc 0.06 -1.17 2.17 -1.33 3.47 12/10/2018
Templeton Gbl Tot Ret Bd W Inc 0.05 -1.17 2.17 -1.33 3.50 12/10/2018
Templeton Gbl Tot Ret Bd WH3 Inc 0.01 0.04 3.65 -1.74 -4.46 12/10/2018
L&G Dynamic Bond L Inc 0.04 -0.27 -0.51 1.35 -2.11 12/10/2018
COIF Charities Property Inc -1.48 0.00 -1.48 0.95 0.18 28/06/2013
Premier Optimum Income A Acc 0.19 -3.93 -3.46 -7.35 -5.06 12/10/2018
Templeton Gbl Tot Ret Bd ZH3 Inc 0.01 0.03 3.63 -1.73 -4.53 12/10/2018
Templeton Gbl Tot Ret Bd Z Acc 0.05 -1.17 2.16 -1.38 3.37 12/10/2018
UBS Gbl Enhned Eqty Inc C Acc -2.54 -4.14 -3.33 -1.87 -1.12 11/10/2018
HC Charteris Prem Inc A Inc 0.87 -0.39 -1.13 -8.32 -7.00 12/10/2018
L&G Dynamic Bond I Inc 0.02 -0.28 -0.57 1.19 -2.43 12/10/2018
L&G Dynamic Bond X GrInc 0.02 -0.27 -0.58 1.19 -2.43 12/10/2018
Stan Life Inv EurEqInc Inst S Acc -1.62 -6.98 -7.94 -8.80 -4.77 12/10/2018
HC Charteris Prem Inc I Inc 0.87 -0.38 -1.08 -8.20 -6.77 12/10/2018
City Financial CreditOpps I Acc 0.01 -0.09 1.13 2.94 -3.58 29/04/2015
City Financial CreditOpps I Inc 0.01 -0.10 1.13 4.71 -2.93 29/04/2015
L&G Dynamic Bond I Acc 0.03 -0.27 -0.57 1.19 -2.41 12/10/2018
L&G Dynamic Bond C Acc 0.04 -0.27 -0.56 1.22 -2.34 12/10/2018
Baillie Gifford Emg Mkts Bd C A 0.12 -0.87 0.29 -4.88 -10.81 12/10/2018
L&G Dynamic Bond X GrAcc 0.00 -0.29 -0.57 1.17 -2.44 12/10/2018
CBF Church of England Property Inc 0.36 0.00 0.36 1.02 -0.23 28/06/2013
Fidelity Enhanced Inc Dis -0.10 -3.04 -3.32 -5.52 -0.91 12/10/2018
City Financial CreditOpps R Inc 0.00 -0.10 1.10 4.65 -3.10 29/04/2015
City Financial CreditOpps R Acc 0.01 -0.10 1.11 2.93 -3.57 29/04/2015
L&G Dynamic Bond F Inc 0.02 -0.30 -0.63 1.12 -2.51 12/10/2018
Fidelity Enhanced Inc W Mly Inc -0.05 -3.01 -3.22 -5.36 -0.53 12/10/2018
Templeton Gbl Tot Ret Bd A Acc 0.05 -1.18 2.13 -1.47 3.19 12/10/2018
Templeton Gbl Tot Ret Bd A Inc 0.05 -1.18 2.13 -1.47 3.22 12/10/2018
Templeton Gbl Tot Ret Bd AH3 A -0.02 0.02 3.60 -1.84 -4.74 12/10/2018
Templeton Gbl Tot Ret Bd AH3 I 0.01 0.05 3.64 -1.89 -4.76 12/10/2018
Fidelity Enhanced Inc Y Inc -0.05 -3.01 -3.23 -5.40 -0.63 12/10/2018
L&G Dynamic Bond F Acc 0.02 -0.28 -0.59 1.11 -2.56 12/10/2018
HC Charteris Prem Inc A Acc 0.87 -0.39 -1.13 -8.34 -7.02 12/10/2018
Fidelity Enhanced Inc W Inc -0.05 -3.00 -3.21 -5.36 -0.53 12/10/2018
L&G Dynamic Bond R Inc 0.02 -0.29 -0.65 0.99 -2.81 12/10/2018
HC Charteris Prem Inc I Acc 0.87 -0.38 -1.09 -8.23 -6.79 12/10/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Janus Henderson AsPcfCpGt Z Acc 5 -10.05 18.77 40.99 -0.71 0.57
Templeton Gbl Tot Ret Bd Y Inc 1 -2.33 1.80 27.36 -1.02 -
Quilter Emerging MarketsBond U2 A£ 5 -9.84 1.07 34.91 -12.13 -
Insight Eq Inc Booster Inc 2 -4.00 11.88 10.63 4.20 1.42
Insight Eq Inc Booster B Inc 2 -3.49 12.48 11.15 4.61 1.81
Insight Eq Inc Booster Inst W Inc 2 -3.37 12.61 11.36 4.89 2.11
Premier Optimum Income A Inc 1 -8.96 15.24 4.86 14.42 2.50
Premier Optimum Income B Inc 1 -8.57 15.82 5.38 14.97 3.02
Premier Optimum Income C Inc 1 -8.38 16.10 5.65 15.29 3.28
UBS Gbl Enhned Eqty Inc C Inc 1 -3.18 11.60 9.30 - -
Insight Eq Inc Booster Acc 2 -4.00 11.88 10.62 4.19 1.42
Insight Eq Inc Booster B Acc 2 -3.48 12.47 11.15 4.61 1.80
Insight Eq Inc Booster Inst W Acc 2 -3.37 12.62 11.34 4.89 2.04
Templeton Gbl Tot Ret Bd WH3 Acc 1 -4.17 7.40 2.05 -5.58 3.00
Templeton Gbl Tot Ret Bd W Acc 1 -3.01 1.17 26.69 -1.57 2.38
Templeton Gbl Tot Ret Bd W Inc 1 -3.01 1.15 26.62 -1.60 2.40
Templeton Gbl Tot Ret Bd WH3 Inc 1 -4.42 7.21 1.89 -5.56 2.99
L&G Dynamic Bond L Inc 1 -2.86 2.10 -0.05 1.34 6.47
COIF Charities Property Inc 2 -0.01 2.18 7.26 33.40 -27.25
Premier Optimum Income A Acc 1 -8.96 15.24 4.85 14.37 2.48
Templeton Gbl Tot Ret Bd ZH3 Inc 1 -4.43 7.14 1.65 -5.32 3.01
Templeton Gbl Tot Ret Bd Z Acc 1 -3.21 0.97 26.50 -1.69 2.31
UBS Gbl Enhned Eqty Inc C Acc 1 -3.17 12.22 9.30 - -
HC Charteris Prem Inc A Inc 1 -14.88 12.91 12.56 4.25 -9.34
L&G Dynamic Bond I Inc 1 -3.44 1.50 -0.59 0.79 5.91
L&G Dynamic Bond X GrInc 1 -3.44 1.56 0.31 1.82 6.83
Stan Life Inv EurEqInc Inst S Acc 3 -10.56 15.44 22.82 10.32 0.18
HC Charteris Prem Inc I Inc 1 -14.45 13.47 13.14 4.77 -8.89
City Financial CreditOpps I Acc -15.04 - - - -
City Financial CreditOpps I Inc -14.46 - - - -
L&G Dynamic Bond I Acc 1 -3.45 1.60 -0.69 0.79 5.91
L&G Dynamic Bond C Acc 1 - - - - -
Baillie Gifford Emg Mkts Bd C A 3 -12.31 0.57 36.75 -13.44 -2.43
L&G Dynamic Bond X GrAcc 1 -3.44 1.70 0.19 1.83 6.84
CBF Church of England Property Inc 3 -1.50 2.61 7.53 25.72 -26.00
Fidelity Enhanced Inc Dis 1 -6.20 2.96 6.87 8.91 4.13
City Financial CreditOpps R Inc -14.56 - - - -
City Financial CreditOpps R Acc -15.00 - - - -
L&G Dynamic Bond F Inc 1 -3.76 1.27 -0.85 0.53 5.70
Fidelity Enhanced Inc W Mly Inc 1 -5.62 3.53 - - -
Templeton Gbl Tot Ret Bd A Acc 1 -3.54 0.65 26.24 -1.77 2.16
Templeton Gbl Tot Ret Bd A Inc 1 -3.54 0.64 26.46 -1.93 2.05
Templeton Gbl Tot Ret Bd AH3 A 1 -4.92 6.78 1.41 -5.99 2.76
Templeton Gbl Tot Ret Bd AH3 I 1 -4.90 6.74 1.47 -6.09 2.89
Fidelity Enhanced Inc Y Inc 1 -5.77 3.31 7.35 9.34 4.63
L&G Dynamic Bond F Acc 1 -3.72 1.29 -0.95 0.55 5.73
HC Charteris Prem Inc A Acc 1 -14.91 12.92 12.60 4.26 -9.35
Fidelity Enhanced Inc W Inc 1 -5.62 3.54 7.50 9.59 4.79
L&G Dynamic Bond R Inc 1 -4.20 0.70 -1.31 0.08 5.17
HC Charteris Prem Inc I Acc 1 -14.48 13.48 13.17 4.78 -8.91
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
Janus Henderson AsPcfCpGt Z Acc GBX 10,000.0 1,000.0 0.00 0.00 0.11 0.100
Templeton Gbl Tot Ret Bd Y Inc GBX 0.0 0.3 0.00 0.00 0.15 0.150
Quilter Emerging MarketsBond U2 A£ GBX 250,000.0 1,000.0 0.00 - - 1.000
Insight Eq Inc Booster Inc GBX 1.0 0.3 0.00 1.50 - 1.660
Insight Eq Inc Booster B Inc GBX 1.0 0.3 0.00 0.85 - 0.990
Insight Eq Inc Booster Inst W Inc GBX 10,000.0 0.0 0.00 0.75 - 0.840
Premier Optimum Income A Inc GBX 1.0 0.5 4.00 1.50 2.17 1.760
Premier Optimum Income B Inc GBX 50.0 0.5 0.00 1.00 - 1.260
Premier Optimum Income C Inc GBX 250.0 25.0 0.00 0.75 1.42 1.010
UBS Gbl Enhned Eqty Inc C Inc GBX 1.0 10.0 0.00 0.60 - 0.750
Insight Eq Inc Booster Acc GBX 1.0 0.3 0.00 1.50 - 1.660
Insight Eq Inc Booster B Acc GBX 1.0 0.3 0.00 0.85 - 1.000
Insight Eq Inc Booster Inst W Acc GBX 10,000.0 0.0 0.00 0.75 - 0.840
Templeton Gbl Tot Ret Bd WH3 Acc GBX 1,000.0 0.3 0.00 0.65 0.80 0.820
Templeton Gbl Tot Ret Bd W Acc GBX 1,000.0 0.3 0.00 0.65 0.80 0.820
Templeton Gbl Tot Ret Bd W Inc GBX 1,000.0 0.3 0.00 0.65 0.80 0.820
Templeton Gbl Tot Ret Bd WH3 Inc GBX 1,000.0 0.3 0.00 0.65 0.80 0.820
L&G Dynamic Bond L Inc GBX 100.0 0.0 0.00 - - 0.030
COIF Charities Property Inc GBX 10.0 0.0 - 0.65 0.77 -
Premier Optimum Income A Acc GBX 1.0 0.5 4.00 1.50 2.17 1.760
Templeton Gbl Tot Ret Bd ZH3 Inc GBX 1.0 0.3 0.00 0.85 1.00 1.020
Templeton Gbl Tot Ret Bd Z Acc GBX 1.0 0.3 0.00 0.85 1.00 1.020
UBS Gbl Enhned Eqty Inc C Acc GBX 1.0 10.0 0.00 0.60 - 0.750
HC Charteris Prem Inc A Inc GBX 1.0 0.5 5.00 1.50 1.84 2.000
L&G Dynamic Bond I Inc GBX 1,000.0 20.0 0.00 - - 0.630
L&G Dynamic Bond X GrInc GBX 100.0 20.0 0.00 - - 0.630
Stan Life Inv EurEqInc Inst S Acc GBX 150,000.0 0.0 0.00 0.60 - 0.740
HC Charteris Prem Inc I Inc GBX 1.0 1.0 0.00 1.00 1.34 1.500
City Financial CreditOpps I Acc GBX 1,000.0 0.0 0.00 0.75 - 0.990
City Financial CreditOpps I Inc GBX 1,000.0 1,000.0 0.00 0.75 - 0.990
L&G Dynamic Bond I Acc GBX 1,000.0 20.0 0.00 - - 0.630
L&G Dynamic Bond C Acc GBX 20,000.0 20.0 0.00 - - 0.500
Baillie Gifford Emg Mkts Bd C A GBX 250.0 0.0 0.00 0.00 - 0.150
L&G Dynamic Bond X GrAcc GBX 100.0 20.0 0.00 - - 0.630
CBF Church of England Property Inc GBX 10.0 0.0 - 0.65 0.68 -
Fidelity Enhanced Inc Dis GBX 1.0 0.3 3.50 1.50 1.67 1.670
City Financial CreditOpps R Inc GBX 10.0 10.0 0.00 0.75 - 1.150
City Financial CreditOpps R Acc GBX 10.0 10.0 0.00 0.75 - 1.150
L&G Dynamic Bond F Inc GBX 0.5 0.5 0.00 - - 0.920
Fidelity Enhanced Inc W Mly Inc GBX 0.3 1.0 0.00 0.75 0.92 0.920
Templeton Gbl Tot Ret Bd A Acc GBX 1.0 0.3 3.00 1.20 1.35 1.350
Templeton Gbl Tot Ret Bd A Inc GBX 1.0 0.3 3.00 1.20 1.35 1.350
Templeton Gbl Tot Ret Bd AH3 A GBX 1.0 0.3 3.00 1.20 1.35 1.370
Templeton Gbl Tot Ret Bd AH3 I GBX 1.0 0.3 3.00 1.20 1.35 1.370
Fidelity Enhanced Inc Y Inc GBX 1.0 0.3 0.00 1.00 1.17 1.170
L&G Dynamic Bond F Acc GBX 0.5 0.5 0.00 - - 0.920
HC Charteris Prem Inc A Acc GBX 1.0 0.5 5.00 1.50 1.84 2.000
Fidelity Enhanced Inc W Inc GBX 1.0 0.3 0.00 0.75 0.92 0.920
L&G Dynamic Bond R Inc GBX 0.1 0.1 0.00 - - 1.420
HC Charteris Prem Inc I Acc GBX 1.0 1.0 0.00 1.00 1.34 1.500
Showing 50 records (1 to 50) out of 14,555
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