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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
Risk
(Rel to Category)
3 Yr
Std Dev
YTD
Return
GBP
1 Yr
Return
%
3 Yr
Anlsd
%
5 Yr
Anlsd
%
10 Yr
Anlsd
%
UBS (Lux) Bond SICAV - Brazil (USD) P-mdist-22.2780.1279.509.524.08-
The AIM Multi Asset Fund I USD Acc-23.3073.7276.6211.268.40-
GAM Multistock - China Evolution Equity GBP R-25.5666.4961.5533.34--
Old Mutual UK Smaller Companies Focus Fund U1 GBP Inc--45.7960.97---
Old Mutual UK Smaller Companies Focus Fund R GBP IncHigh13.5645.7660.8130.1227.2715.92
Old Mutual UK Smaller Companies Focus Fund A GBP IncHigh13.6144.8959.4929.2126.6415.63
Melchior Selected Trust - Asian Opportunities Fund Class X7 GBP--25.7253.80---
E.I. Sturdza Funds plc - Strategic China Panda Fund EUR Hedged Acc-21.7965.1253.4414.9216.28-
H2O Vivace I-20.2823.5853.2519.8326.68-
PrivilEdge - SMAM Japan Small and Mid Cap Syst. Hdg (EUR) NA--35.4652.66---
H2O Vivace R-20.7823.0852.4518.8225.80-
PrivilEdge - SMAM Japan Small and Mid Cap Syst. Hdg (EUR) MA--35.1752.23---
PrivilEdge - SMAM Japan Small and Mid Cap Syst. Hdg (EUR) MD--35.1752.21---
Independance et Expansion Sicav Small Cap X(C)Above Average13.0530.9751.8033.3637.2714.23
E.I. Sturdza Funds plc - Strategic China Panda Fund EUR Class I Hedged Acc-21.7862.8351.1114.1615.82-
E.I. Sturdza Funds plc - Strategic China Panda Fund GBP Hedged Acc-20.0659.6248.7210.7915.34-
Morgan Stanley Investment Funds - Asia Opportunity Fund ZH (GBP)--59.8647.47---
GAM Multistock - Euroland Value Equity GBP RaHigh19.6313.1946.5611.69--
GAM Multistock - Euroland Value Equity GBP RHigh19.6413.1946.5611.7214.014.58
Amundi Funds - Equity Japan Target MHE-C-15.1919.4746.3814.4821.99-
Total Results:
38007
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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.