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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
Risk
(Rel to Category)
3 Yr
Std Dev
YTD
Return
GBP
1 Yr
Return
%
3 Yr
Anlsd
%
5 Yr
Anlsd
%
10 Yr
Anlsd
%
Independance et Expansion Sicav Small Cap X(C)Above Average13.0530.9751.8033.3637.2714.23
GAM Multistock - China Evolution Equity GBP R-25.5666.4961.5533.34--
Legg Mason IF Japan Equity Fund Class X AccumulationHigh21.0618.169.3131.3032.5218.66
Legg Mason IF Japan Equity Fund Class B AccumulationHigh21.0518.019.1431.1232.4319.04
Bakersteel Global Funds SICAV - Precious Metals Fund A2 EURAbove Average44.070.75-15.9730.72-0.46-
Legg Mason IF Japan Equity Fund Class A AccumulationHigh21.0517.939.0530.6331.7718.33
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
Atlantis Japan OpportunitiesAbove Average17.5827.4224.9227.9529.7014.52
MainFirst Germany Fund BHigh13.5534.5835.7127.91--
MainFirst Germany Fund AHigh13.5534.5635.6927.9025.56-
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund D2RF CHFAverage11.5226.3529.5527.3026.15-
Threadneedle (Lux) - Global Technology Class ZU (USD Accumulation Shares)Average14.7117.1228.1626.6422.36-
Parvest Equity Japan Small Cap Privilege-CapitalisationAverage13.6423.0430.2626.5724.4213.49
Marlborough European Multi-Cap Fund Class P IncomeBelow Average10.5922.3430.7526.4920.668.61
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund A2 CHFBelow Average11.5225.6728.5826.3525.21-
Bellevue Funds (Lux) BB Entrepreneur Europe small BAverage12.2027.0534.9326.2424.41-
Polar Capital Global Technology Fund IAverage13.8626.2928.9926.2422.28-
Bellevue Funds (Lux) BB Entrepreneur Europe small B CHFAverage12.2126.8634.8126.1824.38-
Baillie Gifford Japanese Smaller Companies B IncAbove Average16.5619.4618.7526.1625.5814.66
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.