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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
GBP
3 Yr
Anlsd
%
Aberdeen Financial Equity Fund A IncSector Equity Financial ServicesNot Rated16.2814.24
Aptus Global Financials Fund A IncomeSector Equity Financial ServicesNot Rated27.4214.76
Aptus Global Financials Fund B AccumulationSector Equity Financial ServicesNot Rated27.1315.16
Aptus Global Financials Fund B IncomeSector Equity Financial ServicesNot Rated27.1315.16
Aptus Global Financials Fund B Income EURSector Equity Financial ServicesNot Rated25.9016.07
Aptus Global Financials Fund B USD IncomeSector Equity Financial ServicesNot Rated25.8813.94
Aptus Global Financials Fund C AccumulationSector Equity Financial ServicesNot Rated28.2116.14
Aptus Global Financials Fund C IncomeSector Equity Financial ServicesNot Rated28.2115.52
AXA Framlington Financial Fund Z GBP AccSector Equity Financial ServicesNot Rated16.7514.66
AXA Framlington Financial Fund Z INCSector Equity Financial ServicesNot Rated16.7514.77
AXA Framlington Financial R AccSector Equity Financial ServicesNot Rated15.8713.76
AXA Framlington Financial R IncSector Equity Financial ServicesNot Rated15.8613.65
BlackRock Global Funds - World Financials Fund A2RFSector Equity Financial ServicesNot Rated20.9014.92
BlackRock Global Funds - World Financials Fund D2RFSector Equity Financial ServicesNot Rated21.7515.77
Fidelity Funds - Global Financial Services Fund A-Acc-EURSector Equity Financial ServicesNot Rated14.09-
Fidelity Funds - Global Financial Services Fund A-Acc-SGDSector Equity Financial ServicesNot Rated13.87-
Fidelity Funds - Global Financial Services Fund A-DIST-EURSector Equity Financial Services14.1316.58
Fidelity Funds - Global Financial Services Fund A-DIST-GBPSector Equity Financial Services13.9216.50
Fidelity Funds - Global Financial Services Fund A-DIST-USDSector Equity Financial Services14.0516.45
Fidelity Funds - Global Financial Services Fund I-Acc-EURSector Equity Financial ServicesNot Rated--
Total Results:
81
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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.