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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
%
Independance et Expansion Sicav Small Cap X(C)Above Average12.1428.6442.1634.8836.9114.08
Legg Mason IF Japan Equity Fund Class X AccumulationHigh20.6931.5729.2036.3732.7518.19
Legg Mason IF Japan Equity Fund Class B AccumulationHigh20.6931.3728.9936.1832.6218.53
Legg Mason IF Japan Equity Fund Class A AccumulationHigh20.6831.2628.8535.7231.9817.85
Atlantis Japan OpportunitiesAbove Average17.5843.8842.0732.0530.2415.95
Baillie Gifford Japanese Smaller Companies B AccAbove Average16.5732.8630.1231.2128.3415.72
Baillie Gifford Japanese Smaller Companies B IncAbove Average16.5832.8530.1431.2028.3215.74
BlackRock Strategic Funds - European Opportunities Extension Fund D2 EURAbove Average10.1124.5930.8725.3127.79-
BlackRock Strategic Funds - European Opportunities Extension Fund D4RFAbove Average10.0324.4530.4325.0427.74-
Fidelity Funds - Global Technology Fund Y-Acc-EURAverage15.1027.2230.3128.3427.69-
Fidelity Funds - Global Technology Fund Y-DIST-EUR-15.1127.2730.3628.3627.5415.67
Morgan Stanley Investment Funds - Global Opportunity Fund IHigh12.0437.8037.4827.1927.40-
H2O Vivace I-19.8934.8046.3125.6627.38-
BlackRock Strategic Funds - European Opportunities Extension Fund A4RF GBPAbove Average10.0824.6830.7124.7727.3616.64
Threadneedle (Lux) - Global Technology Class ZU (USD Accumulation Shares)Average14.9631.7631.4829.9027.36-
Fidelity Funds - Global Technology Fund W-Acc-GBPAverage14.7727.1230.8228.4027.3515.60
BlackRock Strategic Funds - European Opportunities Extension Fund A2 EURAbove Average10.1224.2930.5024.8327.3316.74
PineBridge Global Funds - Japan Small Cap Equity Fund Y3Average14.2933.4932.6128.3027.3115.20
Old Mutual UK Smaller Companies Focus Fund R GBP IncHigh13.5847.5156.8432.3727.2616.69
Vanguard U.S. Opportunities Fund Investor GBP IncomeAbove Average11.9818.3017.7822.3327.2218.20
Total Results:
38233
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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.