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Funds data

  • Alternative Investments for Diversification

    This screen helps you find funds whose focus is on alternative investments, but have positive risk adjusted returns and are highly rated by Morningstar.

    View 150 matches
     View criteria
  • Top Fixed Income Funds

    In this screen, we look for Fixed Income funds that have earned Morningstar’s top rating and have excellent Risk/Return characteristics.

    View 121 matches
     View criteria
  • Top Rated UK Corporate Bond Funds

    Is there room for UK Corporate Bonds in your portfolio? This screen will help you find UK related corporate bond funds that are highly rated by Morningstar.

    View 26 matches
     View criteria
  • Low Cost High Yield Bond Funds with Positive Sharpe

    Among high yield bond funds, these are some of the better performers, having earned a strong sharpe ratio. They also have among the smallest expense ratios, allowing you to keep more of your earned returns.

    View 587 matches
     View criteria
  • Highly Rated US Bond Funds

    Looking for diversification into US bonds funds? This screen includes all main categories of the US fixed income market. The funds returned from this screen are highly rated by Morningstar and have low expenses.

    View 323 matches
     View criteria
  • Strong Performing Global Funds with Low Volatility and Turnover

    Among equity funds with a global mandate, these are the funds with strong risk adjusted performance, but low volatility and portfolio turnover.

    View 141 matches
     View criteria
  • US Focused Funds

    Some of the best US equity funds can be found in this screen which finds those funds that are highly rated by Morningstar but also have low portfolio turnover and solid Sharpe ratios.

    View 33 matches
     View criteria
  • Actively Traded Bond Funds for Sale in the UK

    Are you a trader looking for bond funds? This list contains some of the most actively traded funds in the UK.

    View 144 matches
     View criteria
  • UK Equity ETFs

    This list of funds is great for the UK investor interested in investing at home. These funds are all traded in the UK and give access to local market exposure.

    View 7 matches
     View criteria
  • Emerging Markets Equity Funds for UK Investors

    These funds will give the investor located in the UK exposure to emerging markets.

    View 71 matches
     View criteria

The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus.

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security.

All managed funds data located on InvestorsChronicle.co.uk is subject to the Investors Chronicle Terms & Conditions. All content on InvestorsChronicle.co.uk is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by IC and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012
All Rights reserved

© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. IC is not responsible for any use of content by you outside its scope as stated in the Investors Chronicle Terms & Conditions.

Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.