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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
%
AXA World Funds - Framlington Global Convertibles F Capitalisation CHF (Hedged) pfConvertible Bond - Global, CHF Hedged4.290.73
BlueBay Funds - BlueBay Global Convertible Bond Fund B - CHFConvertible Bond - Global, CHF HedgedNot RatedNot Rated3.063.18
BlueBay Funds - BlueBay Global Convertible Bond Fund R - CHFConvertible Bond - Global, CHF HedgedNot Rated0.45-3.74
BlueBay Funds - BlueBay Global Convertible Bond Fund S - CHFConvertible Bond - Global, CHF HedgedNot RatedNot Rated9.29-
BlueBay Funds - BlueBay Global Convertible Bond Fund S - CHF-(BHedged)Convertible Bond - Global, CHF HedgedNot Rated2.64-1.84
Calamos Global Funds PLC - Calamos Global Convertible Fund Class Z CHF AccConvertible Bond - Global, CHF HedgedNot Rated5.74-
CQS Global Convertible Fund (UCITS) Class S CHF AccConvertible Bond - Global, CHF HedgedNot RatedNot Rated4.21-
CS Invm Fds 2 - Credit Suisse (Lux) Global Balanced Convertible Bond Fund BH CHFConvertible Bond - Global, CHF HedgedNot Rated3.97-1.36
CS Invm Fds 2 - Credit Suisse (Lux) Global Balanced Convertible Bond Fund IBH CHFConvertible Bond - Global, CHF HedgedNot Rated4.40-0.88
Diversified Growth Company Convertible & Credit A CHFConvertible Bond - Global, CHF HedgedNot Rated2.03-0.92
Diversified Growth Company Convertible & Credit B CHF AccConvertible Bond - Global, CHF HedgedNot Rated2.64-0.19
DWS Invest Convertibles CHF FCHConvertible Bond - Global, CHF HedgedNot Rated4.59-0.52
DWS Invest Convertibles CHF LCHConvertible Bond - Global, CHF HedgedNot Rated4.14-1.06
Edmond de Rothschild Fund - Convexity A CHF HedgedConvertible Bond - Global, CHF HedgedNot Rated1.94-3.10
Edmond de Rothschild Fund - Global Convertibles A CHF HConvertible Bond - Global, CHF HedgedNot Rated2.78-1.77
H.A.M. Global Convertible Bond Fund CHF-A AccConvertible Bond - Global, CHF HedgedNot Rated5.23-0.05
H.A.M. Global Convertible Bond Fund CHF-D AccConvertible Bond - Global, CHF HedgedNot Rated5.620.36
JPM Funds - Global Convertibles Fund (EUR) A (acc) - CHF (hedged)Convertible Bond - Global, CHF HedgedNot Rated3.58-0.41
JPM Funds - Global Convertibles Fund (EUR) C (acc) - CHF (hedged)Convertible Bond - Global, CHF HedgedNot Rated4.080.14
JSS Bond Global Convertibles I CHF Hedged AccConvertible Bond - Global, CHF HedgedNot Rated4.40-0.06
Total Results:
66
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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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