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Fund Quickrank

This tool lets you screen and rank Morningstar.co.uk's database of funds
  • Choose a Morningstar Category from the first pull-down list to see funds that are similar in investment strategy.
  • Choose a fund company from the Company Name drop-down list to see funds available from an investment manager.
  • Enter a phrase in the text field to see all funds with that word in their name.
  • Select a universe from the All Funds drop-down to hone in on a type of fund (more details below).
  • Click Go to see the funds that meet your criteria.
  • Click a column heading to rank the display.
  • Click Performance, Portfolio, or Fees & Details to see additional data.
  • Roll your mouse over some data columns for further detail.
Fund universes
  • All Funds - This universe contains all open-end funds available for sale in the U.K. If a fund company offers currency convenience classes (priced in multiple trading currencies), we show the base currency class.
  • All Funds with Currency Convenience Classes - This universe contains all open-end funds available for sale in the U.K., but when a fund company offers currency convenience classes, we show all the available currency classes. You may want to pay special attention to the currency of the fund’s prices to make sure you have the right class.
  • UK Domiciled Funds - This universe contains all open-end funds available for sale and domiciled in the U.K.
  • ISA Funds - This universe contains all open-end funds that are available for sale in the U.K. and that qualify as an ISA investment.
  • Offshore Funds - This universe contains all open-end funds that are available for sale and that are not domiciled in the U.K.
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Snapshot
Short Term
Performance
Portfolio
Fees & Details
  Fund NameMorningstar
Category
Morningstar
Rating
Morningstar
Analyst
Rating
YTD
Return
%
3 Yr
Anlsd
%
1611_CG Portfolio Fund plc AOther Inflation-Linked BondNot RatedNot Rated-1.02-3.42
20UGS (UCITS) Funds TCW Unconstrained Plus Bond Strategy A USDUSD Flexible BondNot RatedNot Rated0.37-
2CG European Capital Growth Fund R EUR IncEurope ex-UK Large-Cap EquityNot Rated4.7115.96
2CG European Capital Growth Fund R GBP IncEurope ex-UK Large-Cap EquityNot RatedNot Rated5.17-
2CG European Income Fund R GBP IncEurope ex-UK Large-Cap EquityNot Rated6.3117.95
2CG Senhouse Southeast Asian Focus Fund Class R USD AccASEAN EquityNot Rated-10.78-
2CG Senhouse Southeast Asian Focus Fund Class R USD DisASEAN EquityNot RatedNot Rated--
7IM AAP Adventurous A AccGBP Aggressive AllocationNot Rated6.8412.81
7IM AAP Adventurous A IncGBP Aggressive AllocationNot Rated6.8412.81
7IM AAP Adventurous C AccGBP Aggressive AllocationNot Rated7.1113.41
7IM AAP Adventurous C IncGBP Aggressive AllocationNot Rated7.1113.42
7IM AAP Adventurous D AccGBP Aggressive AllocationNot Rated6.6112.33
7IM AAP Adventurous D IncGBP Aggressive AllocationNot Rated6.6212.30
7IM AAP Adventurous S GBP AccGBP Aggressive AllocationNot RatedNot Rated7.27-
7IM AAP Adventurous S GBP IncGBP Aggressive AllocationNot RatedNot Rated7.26-
7IM AAP Balanced A AccGBP Moderate AllocationNot Rated3.848.34
7IM AAP Balanced A IncGBP Moderate AllocationNot Rated3.848.34
7IM AAP Balanced C AccGBP Moderate AllocationNot Rated4.098.79
7IM AAP Balanced C IncGBP Moderate AllocationNot Rated4.088.80
7IM AAP Balanced D AccGBP Moderate AllocationNot Rated3.657.98
Total Results:
31442
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Fund prices are updated every weekday after the close of trading and before 11 p.m. wherever possible. Performance figures are presented in British Sterling (GBP). Fund returns are based upon Nav to Nav or Bid to Bid income reinvested basis. UK-domiciled funds report after-tax dividends. Non-UK-domiciled funds report gross dividends.