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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.
  • ×

Snapshot
Short Term
Performance
Portfolio
Fees & Details
  Fund NameMorningstar
Category
Morningstar
Rating
Morningstar
Analyst
Rating
YTD
Return
GBP
3 Yr
Anlsd
%
Aberdeen UK Smaller Companies Equity Fund AUK Small-Cap EquityNot Rated22.7714.53
Aberdeen UK Smaller Companies Equity Fund ZUK Small-Cap EquityNot Rated24.5616.32
Aberforth UK Small Companies AccUK Small-Cap Equity18.6812.73
Aberforth UK Small Companies IncUK Small-Cap Equity18.7212.78
Artemis UK Smaller Companies Fund I AccUK Small-Cap Equity25.3219.62
Artemis UK Smaller Companies Fund I Inc GBPUK Small-Cap Equity25.2819.54
Artemis UK Smaller Companies Fund R AccUK Small-Cap Equity24.4218.66
Artorius Fund A GBP AccUK Small-Cap EquityNot Rated21.5012.60
Aviva Investors UK Smaller Companies Fund 1 GBP AccUK Small-Cap EquityNot Rated18.7611.70
Aviva Investors UK Smaller Companies Fund 2 GBP AccUK Small-Cap EquityNot Rated19.3412.28
AXA Framlington UK Small Company Fund Z INCUK Small-Cap EquityNot RatedNot Rated28.37-
AXA Framlington UK Smaller Companies AccUK Small-Cap EquityNot Rated27.4718.84
AXA Framlington UK Smaller Companies Fund Z GBP AccUK Small-Cap EquityNot Rated28.4319.77
AXA Framlington UK Smaller Companies IncUK Small-Cap EquityNot Rated27.4918.84
Baillie Gifford British Smaller Companies Fund A AccumulationUK Small-Cap EquityNot Rated9.579.83
Baillie Gifford British Smaller Companies Fund B AccumulationUK Small-Cap EquityNot Rated10.4610.84
Baillie Gifford British Smaller Companies Fund B IncomeUK Small-Cap EquityNot Rated10.4610.84
BlackRock Growth and Recovery Fund A AccUK Small-Cap EquityNot Rated28.4219.64
BlackRock Growth and Recovery Fund A IncUK Small-Cap EquityNot Rated28.4319.64
BlackRock UK Smaller Companies A AccUK Small-Cap EquityNot Rated27.6319.11
Total Results:
201
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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.