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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
%
Algebris UCITS Funds plc - Algebris Financial Income Fund B CHF Acc HedgedCHF Moderate AllocationNot Rated17.774.85
Algebris UCITS Funds plc - Algebris Financial Income Fund I CHF AccCHF Moderate AllocationNot RatedNot Rated2.33-
Algebris UCITS Funds plc - Algebris Financial Income Fund ID CHF IncCHF Moderate AllocationNot RatedNot Rated2.13-
Algebris UCITS Funds plc - Algebris Financial Income Fund R CHF Acc HedgedCHF Moderate AllocationNot Rated16.293.51
Algebris UCITS Funds plc - Algebris Financial Income Fund RD CHF IncCHF Moderate AllocationNot RatedNot Rated16.18-
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy 50 PT (H2-CHF)CHF Moderate AllocationNot Rated10.533.94
BlackRock Global Funds - Global Allocation Fund A CHF HedgedCHF Moderate AllocationNot Rated6.891.66
BlackRock Global Funds - Global Allocation Fund D2 CHF HedgedCHF Moderate AllocationNot Rated7.762.43
BlackRock Global Funds - Global Multi-Asset Income Fund A2 CHF HedgedCHF Moderate Allocation4.991.63
BlackRock Global Funds - Global Multi-Asset Income Fund A4G CHF HedgedCHF Moderate Allocation4.901.61
BlackRock Global Funds - Global Multi-Asset Income Fund D2 CHF HedgedCHF Moderate Allocation5.922.47
BlackRock Global Funds - Global Multi-Asset Income Fund D4G CHF HedgedCHF Moderate Allocation5.822.44
BlackRock Strategic Funds - Managed Index Portfolios Moderate D2 CHF HedgedCHF Moderate AllocationNot Rated12.305.02
Carmignac Patrimoine A CHF Acc HdgCHF Moderate AllocationNot Rated4.44-2.42
Carmignac Portfolio Patrimoine F CHF Acc HdgCHF Moderate AllocationNot Rated5.10-1.83
City Financial Wealth Fund CHF AccCHF Moderate AllocationNot Rated-0.56-1.52
City Financial Wealth Fund CHF Y AccCHF Moderate AllocationNot Rated-1.32-2.13
Coutts Multi Asset Global Balanced Fund A CHF DistributingCHF Moderate AllocationNot RatedNot Rated16.635.79
Coutts Multi Asset Global Balanced Fund B CHF AccumulatingCHF Moderate AllocationNot Rated8.243.53
Coutts Multi Asset Global Balanced Fund B CHF DistributingCHF Moderate AllocationNot RatedNot Rated11.573.19
Total Results:
84
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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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