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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
Category
Morningstar
Rating
Morningstar
Analyst
Rating
YTD
Return
GBP
3 Yr
Anlsd
%
BlackRock Strategic Funds - Managed Index Portfolios Defensive D2 CHF HedgedCHF Cautious AllocationNot Rated7.38-0.03
Carmignac Portfolio Unconstrained Euro Fixed Income A CHF Acc HdgCHF Cautious AllocationNot Rated2.75-1.12
Carmignac Portfolio Unconstrained Euro Fixed Income F CHF Acc HdgCHF Cautious AllocationNot Rated3.08-0.69
Coutts Multi Asset Global Defensive Fund B CHF AccumulatingCHF Cautious AllocationNot RatedNot Rated19.957.27
Coutts Multi Asset Global Defensive Fund B CHF DistributingCHF Cautious AllocationNot RatedNot Rated19.316.17
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH CHFCHF Cautious AllocationNot Rated6.66-0.67
IFSL Tilney Bestinvest Advanced Passive: Income Portfolio CHF AccCHF Cautious AllocationNot Rated1.38-3.24
Investec Global Strategy Fund - Global Multi-Asset Income Fund IX Acc CHF HedgedCHF Cautious AllocationNot Rated0.30-
Investec Global Strategy Fund - Global Multi-Asset Income Fund IX Inc CHF HedgedCHF Cautious AllocationNot Rated0.24-
Investec Global Strategy Fund - Global Multi-Asset Income Fund S Acc CHF HedgedCHF Cautious AllocationNot Rated0.97-
Lombard Odier Funds - All Roads Conservative Syst. Hdg (CHF) MACHF Cautious AllocationNot RatedNot Rated2.79-
Lombard Odier Funds - All Roads Conservative Syst. Hdg (CHF) NACHF Cautious AllocationNot RatedNot Rated2.89-
Lombard Odier Funds - All Roads Conservative Syst. Hdg (CHF) PACHF Cautious AllocationNot RatedNot Rated2.53-
Lombard Odier Funds - All Roads Conservative Syst. Hdg (CHF) SACHF Cautious AllocationNot RatedNot Rated3.28-
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income CHF J-H AccumulationCHF Cautious AllocationNot Rated3.47-
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income Fund A H CHF AccCHF Cautious Allocation2.95-0.34
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income Fund A H CHF IncCHF Cautious Allocation2.92-0.39
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income Fund C H CHF AccCHF Cautious Allocation3.350.14
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income Fund C H CHF IncCHF Cautious Allocation3.350.14
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal Income Fund CI H CHF AccCHF Cautious Allocation3.400.17
Total Results:
52
1-20 of 52first | 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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