| Performance1 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fund Name | Morningstar Rating2 | Fund Rating3 | Annual Management Charge (%) | 1 Year Change (%) | Quartile Rank over 1 Year | 3 Years Change (%) | Quartile Rank over 3 Years | Performance Details | |
| City Financial MM Growth Inc |
|
Not rated | 1.5 | -4.46 | 2 | 39.08 | 1 | Performance Details for City Financial MM Growth Inc | |
| JPM Multi-Manager Gth A Acc |
|
Not rated | 1.25 | -11.8 | 4 | 34.73 | 2 | Performance Details for JPM Multi-Manager Gth A Acc | |
| Jupiter Fund of Inv Tsts |
|
Not rated | 1.5 | -10.51 | 4 | 45.17 | 1 | Performance Details for Jupiter Fund of Inv Tsts | |
| Lazard Emerging World |
|
Not rated | 1.5 | 8.51 | 3 | 104.39 | 1 | Performance Details for Lazard Emerging World | |
| M&G Fund of Inv Tsts A Inc |
|
Not rated | 1 | -10.8 | 4 | 32.81 | 2 | Performance Details for M&G Fund of Inv Tsts A Inc | |
| New Star Pacific Growth |
|
Not rated | 1.25 | -2.81 | 3 | 57.21 | 3 | Performance Details for New Star Pacific Growth | |
| New Star UK Strategic Cptl Acc |
|
Not rated | 1.25 | -23.74 | 4 | 15.47 | 4 | Performance Details for New Star UK Strategic Cptl Acc | |
Notes about the table
1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).
2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.
3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.