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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
%
Aviva Investors - Global Convertibles Fund Aah GBP IncConvertible Bond - Global, GBP HedgedNot Rated6.782.73
Aviva Investors - Global Convertibles Fund Rah GBP IncConvertible Bond - Global, GBP HedgedNot Rated7.213.24
AXA World Funds - Framlington Global Convertibles F Capitalisation GBP (Hedged)Convertible Bond - Global, GBP HedgedNot RatedNot Rated7.59-
BlueBay Funds - BlueBay Global Convertible Bond Fund B - GBPConvertible Bond - Global, GBP HedgedNot Rated3.26-0.11
BlueBay Funds - BlueBay Global Convertible Bond Fund C - GBP (AIDiv)Convertible Bond - Global, GBP HedgedNot Rated1.79-0.90
BlueBay Funds - BlueBay Global Convertible Bond Fund D - GBP (QIDiv)Convertible Bond - Global, GBP HedgedNot Rated3.24-0.10
BlueBay Funds - BlueBay Global Convertible Bond Fund DR - GBP (QIDiv)Convertible Bond - Global, GBP HedgedNot Rated2.64-0.73
BlueBay Funds - BlueBay Global Convertible Bond Fund S - GBP (AIDiv)-(BHedged)Convertible Bond - Global, GBP HedgedNot RatedNot Rated-4.06-
Calamos Global Funds PLC - Calamos Global Convertible Fund Class A GBP AccConvertible Bond - Global, GBP Hedged7.224.29
Calamos Global Funds PLC - Calamos Global Convertible Fund Class Z GBP AccConvertible Bond - Global, GBP Hedged8.005.05
CQS Convertible Opportunities Fund Class C GBP Hedged AccConvertible Bond - Global, GBP HedgedNot Rated6.174.28
CQS Global Convertible Fund (UCITS) Class A GBP AccConvertible Bond - Global, GBP HedgedNot Rated5.484.27
CQS Global Convertible Fund (UCITS) Class C GBP AccConvertible Bond - Global, GBP HedgedNot Rated6.384.81
CQS Global Convertible Fund (UCITS) Class I GBP AccConvertible Bond - Global, GBP HedgedNot Rated6.154.93
CQS Global Convertible Fund (UCITS) Class S GBP AccConvertible Bond - Global, GBP HedgedNot Rated6.514.89
DWS Invest Convertibles GBP DH RDConvertible Bond - Global, GBP HedgedNot Rated7.342.35
H.A.M. Global Convertible Bond Fund -GBP-A-Convertible Bond - Global, GBP HedgedNot RatedNot Rated7.93-
H.A.M. Global Convertible Bond Fund -GBP-D-Convertible Bond - Global, GBP HedgedNot RatedNot Rated--
JPM Funds - Global Convertibles Fund (EUR) A (dist) - GBP (hedged)Convertible Bond - Global, GBP HedgedNot Rated6.332.32
JPM Funds - Global Convertibles Fund (EUR) C (dist) - GBP (hedged)Convertible Bond - Global, GBP HedgedNot Rated6.842.96
Total Results:
74
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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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