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
%
Amundi Funds - BFT Optimal Income AE-CEUR Cautious Allocation - GlobalNot Rated5.852.39
Amundi Funds - BFT Optimal Income FE-CEUR Cautious Allocation - GlobalNot RatedNot Rated5.46-
Amundi Funds - BFT Optimal Income SE-CEUR Cautious Allocation - GlobalNot RatedNot Rated5.72-
AXA World Funds - Defensive Optimal Income F Capitalisation EUREUR Cautious Allocation - GlobalNot Rated3.803.51
AXA World Funds - Defensive Optimal Income I Capitalisation EUREUR Cautious Allocation - GlobalNot RatedNot Rated3.92-
AXA World Funds - Global Income Generation F Capitalisation EUREUR Cautious Allocation - GlobalNot RatedNot Rated9.78-
AXA World Funds - Global Income Generation F Capitalisation USDEUR Cautious Allocation - GlobalNot RatedNot Rated13.13-
AXA World Funds - Global Income Generation I Distribution Monthly USDEUR Cautious Allocation - GlobalNot RatedNot Rated13.20-
Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 A Acc EUREUR Cautious Allocation - GlobalNot Rated7.173.71
Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 B Acc EUREUR Cautious Allocation - GlobalNot RatedNot Rated-9.08-1.26
Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 C Acc EUREUR Cautious Allocation - GlobalNot RatedNot Rated3.46-
Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 R Dis EUREUR Cautious Allocation - GlobalNot Rated7.183.86
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 A Acc EUREUR Cautious Allocation - GlobalNot Rated7.103.12
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 A Dis EUREUR Cautious Allocation - GlobalNot Rated7.113.12
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 C Acc EUREUR Cautious Allocation - GlobalNot Rated7.163.22
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 C Dis EUREUR Cautious Allocation - GlobalNot Rated7.183.23
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 R Acc EUREUR Cautious Allocation - GlobalNot Rated7.193.29
Barclays Portfolios SICAV - Barclays MultiManager Portfolio 1 R Dis EUREUR Cautious Allocation - GlobalNot RatedNot Rated0.297.41
BlackRock Global Funds - Global Conservative Income Fund A2 EUREUR Cautious Allocation - GlobalNot RatedNot Rated7.47-
BlackRock Global Funds - Global Conservative Income Fund A4G EUREUR Cautious Allocation - GlobalNot RatedNot Rated7.57-
Total Results:
195
1-20 of 195first | previous | next | last
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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.

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