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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
%
BlueBay Funds - BlueBay Global Investment Grade Corporate Bond Fund Q - CHF (QIDiv)Global Corporate Bond - CHF HedgedNot Rated6.620.18
Dimensional Global Short-Term Investment Grade Fixed Income Fund CHF Distributing SharesGlobal Corporate Bond - CHF HedgedNot Rated0.49-2.35
Invesco Global Investment Grade Corporate Bond FundA (CHF Hgd)-Acc SharesGlobal Corporate Bond - CHF HedgedNot Rated9.01-
Invesco Global Investment Grade Corporate Bond FundC (CHF Hgd)-Acc SharesGlobal Corporate Bond - CHF HedgedNot Rated9.29-
Invesco Global Investment Grade Corporate Bond FundZ (CHF Hgd)-Acc SharesGlobal Corporate Bond - CHF HedgedNot Rated9.40-
Lombard Odier Funds - Global Responsible Corporate Fundamental Syst. Hdg (CHF) NAGlobal Corporate Bond - CHF HedgedNot Rated5.69-1.06
Lombard Odier Funds - Global Responsible Corporate Fundamental Syst. Hdg (CHF) NDGlobal Corporate Bond - CHF HedgedNot RatedNot Rated3.368.95
Lombard Odier Funds - Global Responsible Corporate Fundamental Syst. Hdg (CHF) SAGlobal Corporate Bond - CHF HedgedNot Rated6.27-0.37
Lombard Odier Selection - The Global Fixed Income Opportunities Syst. Hdg (CHF) MDGlobal Corporate Bond - CHF HedgedNot Rated6.19-0.71
M&G (Lux) Investment Funds 1 - M&G (Lux) Global Corporate Bond Fund A H CHF AccGlobal Corporate Bond - CHF HedgedNot Rated7.170.01
M&G (Lux) Investment Funds 1 - M&G (Lux) Global Corporate Bond Fund C H CHF AccGlobal Corporate Bond - CHF HedgedNot Rated7.590.54
New Capital Global Value Credit Fund CHF Inst AccGlobal Corporate Bond - CHF HedgedNot RatedNot Rated4.10-
New Capital Global Value Credit Fund CHF Ord AccGlobal Corporate Bond - CHF HedgedNot Rated3.76-0.83
PIMCO GIS Global Investment Grade Credit ESG Fund Institutional CHF (Hedged) AccumulationGlobal Corporate Bond - CHF HedgedNot RatedNot Rated7.89-
PIMCO GIS Global Investment Grade Credit Fund Administrative CHF (Hedged) AccumulationGlobal Corporate Bond - CHF Hedged6.66-0.27
PIMCO GIS Global Investment Grade Credit Fund E Class CHF (Hedged) AccumulationGlobal Corporate Bond - CHF Hedged6.39-0.65
PIMCO GIS Global Investment Grade Credit Fund Investor CHF (Hedged) AccumulationGlobal Corporate Bond - CHF Hedged6.75-0.13
PIMCO GIS Global Investment Grade Credit Fund Investor CHF (Hedged) IncomeGlobal Corporate Bond - CHF Hedged6.77-0.12
Rubrics Global UCITS Funds plc - Rubrics Global Credit UCITS Fund G CHFGlobal Corporate Bond - CHF HedgedNot RatedNot Rated2.66-
Rubrics Global UCITS Funds plc - Rubrics Global Credit UCITS Fund H CHFGlobal Corporate Bond - CHF HedgedNot Rated1.97-0.91
Total Results:
24
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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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