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
Risk
(Rel to Category)
3 Yr
Std Dev
YTD
Return
GBP
1 Yr
Return
%
3 Yr
Anlsd
%
5 Yr
Anlsd
%
10 Yr
Anlsd
%
Craton Capital Global Resources E-38.2690.3922.55-3.40-17.23-
The AIM Multi Asset Fund I USD Acc-23.3073.7276.6211.268.40-
Credit Suisse Nova (Lux) Commodity Plus IBH JPY-21.4547.9435.22-7.26--
Granahan US Focused Growth Fund A USD AccumulationHigh17.7145.5648.3331.93--
NGAM Investment Funds U.K. ICVC - Loomis Sayles Strategic Income Fund Q/AG(USD)-8.8240.3943.0815.27--
BlueBay Funds - BlueBay Emerging Market Select Bond Fund I - USD (QIDiv)--37.11----
GlobalAccess Emerging Market Local Currency Debt Fund A Dis EUR-17.4736.7334.95-4.45--
NGAM Investment Funds U.K. ICVC - Harris Associates Global Concentrated Equity Fund Q/A(USD)--36.7135.71---
Legg Mason Western Asset US High Yield Fund Premier Class Euro Accumulating--34.7437.82---
Baillie Gifford American Fund B AccumulationHigh15.3734.5839.1932.9224.2016.85
Baillie Gifford American Fund B IncomeHigh15.3734.5839.1932.9224.2016.84
PineBridge Asia ex Japan Equity Fund Class A2HD Inc--34.4532.81---
Alger SICAV - Alger Small Cap Focus Fund Class I5 US--34.27----
Baillie Gifford American Fund A AccumulationHigh15.3633.9337.7931.6923.0615.78
AQR UCITS Funds AQR Style Premia UCITS Fund G EUR-25.6233.5948.4123.49--
Alger SICAV - Alger Small Cap Focus Fund Class A US--33.4835.74---
Neuberger Berman China Equity Fund USD I4 Accumulating--32.4341.80---
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A GBP Inc-21.5432.345.45-5.28--
GlobalAccess Japan Fund B Acc EUR--31.1424.88---
CS Invm Fds 2 - Credit Suisse (Lux) Global Prestige Equity Fund UBH USD-15.0630.8938.4623.17--
Total Results:
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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.