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.
  • ×

Snapshot
Short Term
Performance
Portfolio
Fees & Details
  Fund NameMorningstar
Category
Morningstar
Rating
Morningstar
Analyst
Rating
YTD
Return
GBP
3 Yr
Anlsd
%
Aberdeen Global - North American Smaller Companies Fund A Acc USDUS Small-Cap EquityNot Rated4.5417.78
Alger SICAV - Alger Small Cap Focus Fund Class A USUS Small-Cap EquityNot RatedNot Rated30.88-
Alger SICAV - Alger Small Cap Focus Fund Class I5 USUS Small-Cap EquityNot RatedNot Rated31.73-
Alger SICAV - Alger Small Cap Focus Fund I-3EUHUS Small-Cap EquityNot RatedNot Rated--
Alger SICAV - Alger Small Cap Focus Fund I-3USUS Small-Cap EquityNot RatedNot Rated--
Allianz Global Investors Fund - Allianz US Small Cap Equity A USDUS Small-Cap EquityNot RatedNot Rated8.70-
Allianz Global Investors Fund - Allianz US Small Cap Equity AT USDUS Small-Cap EquityNot Rated8.089.25
Artemis Funds (Lux) - US Smaller Companies FI GBPUS Small-Cap EquityNot RatedNot Rated--
Artemis Funds (Lux) - US Smaller Companies FI USDUS Small-Cap EquityNot RatedNot Rated--
Artemis Funds (Lux) - US Smaller Companies I EURUS Small-Cap EquityNot RatedNot Rated--
Artemis US Smaller Companies Fund I Acc EURUS Small-Cap EquityNot Rated17.0622.01
Artemis US Smaller Companies Fund I Acc GBPUS Small-Cap EquityNot Rated17.1121.83
Artemis US Smaller Companies Fund I Acc USDUS Small-Cap EquityNot Rated17.3721.94
AXA Rosenberg Equity Alpha Trust - AXA Rosenberg US Small Cap Alpha Fund A USD CapitalisationUS Small-Cap EquityNot Rated6.0212.73
AXA Rosenberg Equity Alpha Trust - AXA Rosenberg US Small Cap Alpha Fund B USD CapitalisationUS Small-Cap EquityNot Rated5.5811.93
BL-American Smaller Companies A USD IncUS Small-Cap EquityNot RatedNot Rated11.10-
BL-American Smaller Companies AM USD IncUS Small-Cap EquityNot RatedNot Rated11.34-
BL-American Smaller Companies B USD AccUS Small-Cap EquityNot RatedNot Rated11.10-
BL-American Smaller Companies BI USD AccUS Small-Cap EquityNot RatedNot Rated11.52-
BL-American Smaller Companies BM USD AccUS Small-Cap EquityNot RatedNot Rated11.34-
Total Results:
198
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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.