Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

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 A Capitalisation USD (Hedged) pfConvertible Bond - Global, USD Hedged6.142.45
AXA World Funds - Framlington Global Convertibles F Capitalisation USD (Hedged) pfConvertible Bond - Global, USD Hedged6.733.05
BlueBay Funds - BlueBay Global Convertible Bond Fund B - USD (Perf)-(BHedged)Convertible Bond - Global, USD HedgedNot Rated4.370.50
BMO Global Convertible Bond Fund A Acc USD HdgConvertible Bond - Global, USD HedgedNot Rated6.030.83
BNP Paribas Funds Global Convertible Classic CapitalisationConvertible Bond - Global, USD HedgedNot Rated5.460.74
BNP Paribas Funds Global Convertible Classic DistributionConvertible Bond - Global, USD HedgedNot Rated5.460.75
BNP Paribas Funds Global Convertible Classic MD DistributionConvertible Bond - Global, USD HedgedNot RatedNot Rated5.96-
BNP Paribas Funds Global Convertible N CapitalisationConvertible Bond - Global, USD HedgedNot RatedNot Rated4.96-
BNP Paribas Funds Global Convertible Privl CapitalisationConvertible Bond - Global, USD HedgedNot RatedNot Rated6.02-
CQS Global Convertible Fund (UCITS) Class A USD AccConvertible Bond - Global, USD HedgedNot Rated4.843.20
CQS Global Convertible Fund (UCITS) Class C USD Hedged AccConvertible Bond - Global, USD HedgedNot Rated5.703.90
CQS Global Convertible Fund (UCITS) Class S USD AccConvertible Bond - Global, USD HedgedNot Rated5.823.97
CS Invm Fds 2 - Credit Suisse (Lux) Global Balanced Convertible Bond Fund B USDConvertible Bond - Global, USD HedgedNot Rated6.181.62
CS Invm Fds 2 - Credit Suisse (Lux) Global Balanced Convertible Bond Fund IB USDConvertible Bond - Global, USD HedgedNot Rated6.602.13
DWS Invest Convertibles USD FCHConvertible Bond - Global, USD HedgedNot Rated6.761.55
DWS Invest Convertibles USD LCHConvertible Bond - Global, USD HedgedNot Rated6.220.99
Edmond de Rothschild Fund - Global Convertibles A USD HConvertible Bond - Global, USD HedgedNot Rated4.410.60
H.A.M. Global Convertible Bond Fund USD-A AccConvertible Bond - Global, USD HedgedNot Rated8.932.99
H.A.M. Global Convertible Bond Fund USD-D AccConvertible Bond - Global, USD HedgedNot Rated9.233.31
JPM Funds - Global Convertibles Fund (EUR) A (acc) - USD HedgedConvertible Bond - Global, USD HedgedNot RatedNot Rated5.40-
Total Results:
90
1-20 of 90first | previous | next | last
View:
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.

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites