Bestinvest Top Rated Funds Review - Yodelar Premier... · 2017. 10. 10. · Aviva Inv Multi...

Bestinvest Top Rated Funds Review

Bestinvest Top Rated Funds Review Introduction

To cater to those seeking investment inspiration online investment service Bestinvest, publish their ‘Premier selection or Top Rated funds list twice every year. This list showcases funds they rate between 3 and 5 star which they believe to be of the ‘highest quality’.

Rivalling the Hargreaves Lansdown’s Wealth 150 and Fidelity’s Select 50 recommended funds lists, the Bestinvest top rated funds list holds significant bearing among many DIY investors when it comes to making fund choices.

With a total of 262 funds (which includes both income & accumulation fund type) rated between 3 and 5 stars, their Top Rated funds list is more than double the size of their rivals. To identify the performance and ranking of each of these funds our research team analysed each fund over the recent 1, 3 & 5 years.

As detailed in this report less than 8% of the funds they favour have consistently maintained a level of performance that was better than 75% of competing same sector funds, with the majority of funds underperforming.

Top Performing Funds Yodelar classifies a top-performing fund as a fund that has consistently performed better than 75% of competing funds within the relevant sector. All consistently top performing funds will only have a purple colour code.

Mediocre Performing Funds A fund will be classified as mediocre performing if at anytime during the 1, 3 and 5-year period analysed they had performed worse than the top 25% of competing funds but maintained a ranking which was better than the remaining 50% of competing funds.

Poor Performing Funds Yodelar classifies a poor performing fund as one which has performed worse than 50% of competing funds at anytime over the most recent 1, 3 and 5 year periods. Funds that have a yellow or a red colour code will be classified as poor performing.

How Yodelar Ranks Performance Empowering investors with factual fund research, insights and information

Yodelar continually review the performance and ranking of fund managers and their funds, helping investors to clearly identify the quality of all investment funds.

Based on how a fund ranks over the most recent 1, 3 and 5 year period they will be classified as a TOP – MEDIOCRE or POOR performing fund.

All fund information provided in this report is factual and accurate as of the time of completion. It’s purpose is to provide investors with factual performance insights and does not constitute financial advice.

Fund Performance Colour Definitions

Funds that rank in the top 25% in their sector for performance

Funds that rank in the top 50% in their sector for performance

Funds that rank in the bottom 50% in their sector for performance

Funds that rank in the bottom 25% in their sector for performance

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Old Mutual UK Specialist Equity F Acc GBP

IA Targeted Absolute

Return39.18 64.42 129.19 444.6

NO 5YR PERFORMANCE

Insight Absolute Insight W

UT Targeted Absolute

Return0.84 243 / 339 26.57 0.87 197 / 250 43.32 9.67 146 / 182 129.19 662.7 POOR

Invesco Perpetual Global Targeted Returns

Y Acc


Return3.87 154 / 339 26.57 13.71 85 / 250 43.32 129.19 9017.3

NO 5YR PERFORMANCE

Standard Life Global Abs Return Strategies Ret

Platform 1 Acc


Return0.28 251 / 339 26.57 5.5 160 / 250 43.32 14.4 121 / 182 129.19 25085.8 POOR

Threadneedle European Select Z Acc GBP

UT Europe Excluding UK

20.57 311 / 424 51.29 38.23 45 / 357 75.61 85.93 98 / 292 155.23 2875 POOR

Threadneedle European Select Z Inc GBP


19.26 345 / 424 51.29 36.74 63 / 357 75.61 83.93 114 / 292 155.23 2875 POOR

First State Asia Focus B Acc GBP

UT Asia Pacific Excluding

Japan30.19 205 / 282 49.43 76.59 105.41 76.5

NO 5YR PERFORMANCE

Stewart Investors Asia Pacific Leaders B GBP

Acc


Japan25.05 268 / 282 49.43 59.5 57 / 237 76.59 76.1 27 / 195 105.41 9706.1 POOR

Stewart Investors Asia Pacific Leaders B GBP

Inc


Japan25.02 269 / 282 49.43 59.38 59 / 237 76.59 75.95 28 / 195 105.41 9706.1 POOR

CF Morant Wright Japan B Acc

UT Japan 37.47 28 / 168 50.02 80.54 25 / 147 111.28 100.28 35 / 118 307.77 490.7 MEDIOCRE

CF Morant Wright Japan B Inc


Fidelity Cash Y Acc GBP UT Short Term Money Market

0.19 10 / 24 0.4 0.42 10 / 21 0.99 0.61 11 / 21 1.18 335 MEDIOCRE

Fidelity Cash Y Inc GBP UT Short Term Money Market

0.08 15 / 24 0.4 0.08 18 / 21 0.99 0.2 17 / 21 1.18 335 POOR

Fidelity Strategic Bond Y Acc

UT Sterling Strategic

Bond4.54 373 / 442 38.51 12.98 170 / 367 69.33 27.7 173 / 280 77.53 1767.1 POOR

Fidelity Strategic Bond Y Dis GBP


Bond3.91 407 / 442 38.51 12.29 194 / 367 69.33 27.76 172 / 280 77.53 1767.1 POOR

Kames Strategic Bond B Acc


Bond6.39 275 / 442 38.51 6.45 303 / 367 69.33 22.6 228 / 280 77.53 406 POOR

Kames Strategic Bond B Inc


Bond6.4 274 / 442 38.51 6.48 302 / 367 69.33 22.83 225 / 280 77.53 406 POOR

M&G Optimal Income Inst Acc GBP


Bond8.38 142 / 442 38.51 12.05 195 / 367 69.33 31.54 117 / 280 77.53 16966.1 POOR

M&G Optimal Income Inst Inc GBP


Bond8.35 146 / 442 38.51 12.03 196 / 367 69.33 31.51 118 / 280 77.53 16966.1 POOR

Fidelity Moneybuilder Income Y Acc GBP

UT Sterling Corporate

Bond7.27 320 / 455 20.53 19.66 177 / 392 44.77 33.06 199 / 312 62.34 3887.7 POOR

Bestinvest Top Rated Funds Performance Review 27th March 2017

Bestinvest Star Rating Fund Name Sector

1 Year Performance 3 Year Performance 5 Year Performance

Fund Size (£ Millions)

Consistent 5 Year Performance

Rating

Launched 28/04/2016

Launched 31/03/2014

Launched 24/08/2015

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Fidelity Moneybuilder Income Y Dis GBP


Bond7.26 322 / 455 20.53 19.59 180 / 392 44.77 33.55 194 / 312 62.34 3887.7 POOR

Royal London Corporate Bond M Acc


Bond9.6 122 / 455 20.53 22.16 75 / 392 44.77 44.12 38 / 312 62.34 959.2 MEDIOCRE

Royal London Corporate Bond M Inc


Bond9.64 119 / 455 20.53 22.09 81 / 392 44.77 44.34 35 / 312 62.34 959.2 MEDIOCRE

AXA Global High Income Z Acc

UT Sterling High Yield

13.56 41 / 177 26.64 8.01 125 / 152 53.5 30.29 83 / 122 83.49 96.2 POOR

AXA Global High Income Z Inc


13.54 42 / 177 26.64 8.05 124 / 152 53.5 30.28 84 / 122 83.49 96.2 POOR

Threadneedle High Yield Bond Z Acc GBP


8.63 145 / 177 26.64 12.84 56 / 152 53.5 35.41 60 / 122 83.49 943.6 POOR

Threadneedle High Yield Bond Z Inc GBP


8.63 142 / 177 26.64 12.94 55 / 152 53.5 35.53 59 / 122 83.49 943.6 POOR

Threadneedle UK Equity Income Z Acc GBP

UT UK Equity Income

18.45 109 / 412 37.65 31.74 30 / 349 38.06 82.39 33 / 297 116.9 3705.6 MEDIOCRE

Threadneedle UK Equity Income Z Inc GBP

UT UK Equity Income

18.44 110 / 412 37.65 31.76 29 / 349 38.06 82.43 32 / 297 116.9 3705.6 MEDIOCRE

AXA Framlington UK Select Opportunities ZI

Acc

UT UK All Companies

11.81 954 / 1072 44.05 16.59 805 / 969 65.15 54.39 579 / 820 150.58 3811.5 POOR

AXA Framlington UK Select Opportunities ZI

Inc

UT UK All Companies

11.81 953 / 1072 44.05 16.63 803 / 969 65.15 54.58 576 / 820 150.58 3811.5 POOR

JOHCM UK Opportunities Y Acc

UT UK All Companies

13.39 877 / 1072 44.05 28.85 189 / 969 65.15 62.57 436 / 820 150.58 1800 POOR

JOHCM UK Opportunities Y Inc

UT UK All Companies

13.37 879 / 1072 44.05 28.7 193 / 969 65.15 61.09 462 / 820 150.58 1800 POOR

Liontrust Special Situations I Inc

UT UK All Companies

23.5 166 / 1072 44.05 41.09 30 / 969 65.15 90.84 97 / 820 150.58 2521.6 TOP






Rating

TOP PERFORMANCE 1 2.94% £521.6 0.40%

MEDIOCRE PERFORMANCE 7 20.59% £10,646.0 8.11%

POOR PERFORMANCE 23 67.65% £110,602.1 84.23%

NO 5YR PERFORMANCE 3 8.82% £9,538.4 7.26%

TOTAL NUMBER OF FUNDS 34 100% £131,308.1 100%

(5 Star ) Bestinvest Top Rated Funds 5 Year Performance Summary

Performance SummaryNumber of

FundsPercentage of

FundsAmount Held in Funds Based on 5 Yr

Performance Rating (£Million)Percentage Held in Funds Based on 5

Yr Performance Rating (%)

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Dodge & Cox US Stock A GBP

FO Equity - USA

44.29 19 / 1899 82.61 73.23 128 / 1600 108.31 150.63 14 / 1255 192.93 429.6 TOP

Dodge & Cox US Stock D GBP

FO Equity - USA

44.26 20 / 1899 82.61 73.26 126 / 1600 108.31 150.72 13 / 1255 192.93 429.6 TOP

T. Rowe Price US Smaller Companies

Equity Q GBP

FO Equity - USA

38.36 79 / 1899 82.61 66.72 473 / 1600 108.31 141.68 53 / 1255 192.93 954.8 MEDIOCRE

Muzinich Enhancedyield Short Term A Hedged

Inc GBP

FO Fixed Int - Global

4.66 2774 / 2993

245.04 7.75 2049 / 2450

316.79 17.45 1266 / 1677

352.14 5559 POOR

JOHCM Japan A GBP IA Japan 33.74 174 / 450 50.02 53.93 322 / 398 111.28 82.46 160 / 306 307.77 434.6 POOR

Aviva Inv Multi Strategy Target Income 2


Return1.66 226 / 339 26.57 43.32 129.19 2409.6

NO 5YR PERFORMANCE

JPM Global Macro Opportunities C Acc


Return-5.91 320 / 339 26.57 17.64 56 / 250 43.32 129.19 815.4

NO 5YR PERFORMANCE

JPM Global Macro Opportunities C Inc


Return-5.95 322 / 339 26.57 17.69 55 / 250 43.32 129.19 815.4

NO 5YR PERFORMANCE

Jupiter Absolute Return I Acc


Return5.36 130 / 339 26.57 17.12 62 / 250 43.32 20.13 85 / 182 129.19 932.5 MEDIOCRE

Threadneedle UK Absolute Alpha Z Acc

GBP


Return-0.7 265 / 339 26.57 9.86 107 / 250 43.32 23.58 71 / 182 129.19 680 POOR

Threadneedle UK Absolute Alpha Z Inc

GBP


Return-0.69 264 / 339 26.57 9.65 109 / 250 43.32 23.34 72 / 182 129.19 680 POOR

Troy Asset Management Ltd Trojan O Acc

UT Flexible Investment

10.64 566 / 649 44.83 27.02 276 / 505 71.21 27.77 338 / 379 101.26 3834.1 POOR

Troy Asset Management Ltd Trojan O Inc

UT Flexible Investment

10.67 564 / 649 44.83 27.04 274 / 505 71.21 27.82 337 / 379 101.26 3834.1 POOR

Baring Europe Select I Inc GBP

UT European Smaller

Companies27.64 30 / 77 42.3 52.86 9 / 61 50.76 133.97 8 / 58 183.03 1674 MEDIOCRE

Argonaut FP Argonaut European Alpha R Acc

GBP


6.05 418 / 424 51.29 14.39 350 / 357 75.61 66.62 265 / 292 155.23 328 POOR

Argonaut FP Argonaut European Alpha R Inc

GBP


6.05 420 / 424 51.29 14.38 352 / 357 75.61 66.38 272 / 292 155.23 328 POOR

Henderson European Focus I Acc


25.38 146 / 424 51.29 35.91 81 / 357 75.61 106.68 18 / 292 155.23 524.5 MEDIOCRE

Standard Life European Equity Income Inst Acc


20.34 320 / 424 51.29 31.98 162 / 357 75.61 83.48 116 / 292 155.23 911.7 POOR

Standard Life Investments European Equity Income Inst Inc


20.32 321 / 424 51.29 31.93 166 / 357 75.61 83.48 115 / 292 155.23 911.7 POOR

Fidelity Asia W AccUT Asia Pacific

Excluding Japan

37.93 73 / 282 49.43 67.88 20 / 237 76.29 75.52 29 / 195 105.41 2242 MEDIOCRE






Rating

Launched 01/12/2014

Launched 15/02/2013

Launched 15/02/2013

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Schroder Asian Alpha Plus L Acc


Japan40.09 43 / 282 49.43 62.04 45 / 237 76.29 69.1 54 / 195 105.41 627.6 MEDIOCRE

Schroder Asian Alpha Plus L Inc


Japan40.07 44 / 282 49.43 62 46 / 237 76.29 69.07 55 / 195 105.41 627.6 MEDIOCRE

Artemis Global Income I Acc

UT Global Equity Income

27.39 61 / 261 36.79 49.28 64 / 200 65.69 119.72 2 / 135 119.76 3537.4 MEDIOCRE

Artemis Global Income I Inc


27.39 62 / 261 36.79 49.28 63 / 200 65.69 119.76 1 / 135 119.76 3537.4 MEDIOCRE

Fidelity Global Dividend W Acc


23.46 191 / 261 36.79 58.19 15 / 200 65.69 108.94 6 / 135 119.76 805 POOR

Fidelity Global Dividend W Inc


23.47 189 / 261 36.79 58.26 14 / 200 65.69 109 5 / 135 119.76 805 POOR

Fidelity Emerging Markets W Acc

UT Global Emerging Markets

28.45 206 / 230 53.05 44.84 100 / 201 66.64 53.46 21 / 148 75.39 1727 POOR

AXA US Short Duration High Yield Bond ZI Acc

UT Global Bonds

4.19 316 / 382 28.58 4.88 293 / 313 46.35 14.96 223 / 251 77.49 927.2 POOR

AXA US Short Duration High Yield Bond ZI Inc

UT Global Bonds

4.14 317 / 382 28.58 4.98 292 / 313 46.35 14.87 224 / 251 77.49 927.2 POOR

Fundsmith Equity I Acc UT Global 29.94 273 / 866 47.34 96.41 1 / 755 96.41 163.35 1 / 607 163.35 10180.6 MEDIOCRE

Fundsmith Equity I Inc UT Global 29.92 277 / 866 47.34 96.36 2 / 755 96.41 163.22 2 / 607 163.35 10180.6 MEDIOCRE

CF Morant Wright Nippon Yield B

UT Japan 37.02 33 / 168 50.02 79.76 28 / 147 111.28 110.77 19 / 118 307.77 426.5 TOP

CF Morant Wright Nippon Yield B Acc

UT Japan 37.01 34 / 168 50.02 79.94 26 / 147 111.28 110.95 18 / 118 307.77 426.5 TOP

Man GLG Japan Core Alpha C Professional Acc

UT Japan 48.75 5 / 168 50.02 78.09 33 / 147 111.28 99 37 / 118 307.77 1653.4 MEDIOCRE

Man GLG Japan Core Alpha D Professional Inc


BlackRock Cash D Acc UT Short Term Money Market

0.21 8 / 24 0.4 0.67 5 / 21 0.99 1.18 1 / 21 1.18 2295 MEDIOCRE

BlackRock Cash D Inc UT Short Term Money Market

0.14 13 / 24 0.4 0.6 7 / 21 0.99 1 5 / 21 1.18 2295 POOR

Aviva Inv US Equity Income II 2 Acc GBP

UT North America

28.86 294 / 346 46.64 68.72 108 / 314 85.19 159.61 336.8NO 5YR

PERFORMANCE

Aviva Inv US Equity Income II 2 Inc GBP

UT North America

28.86 295 / 346 46.64 68.7 109 / 314 85.19 159.61 336.8NO 5YR

PERFORMANCE

Natixis Loomis Sayles U.S. Equity Leaders I/A

GBP

UT North America

32.2 191 / 346 46.64 85.01 2 / 314 85.19 159.61 297.1NO 5YR

PERFORMANCE

Launched 09/09/2013

Launched 09/09/2013



Launched 10/06/2013




Rating

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Aberdeen UK Property Feeder I Acc

UT Property -0.74 242 / 316 34.33 15.4 177 / 266 61.24 32.25 115 / 190 99.48 2013.2 POOR

Aberdeen UK Property Feeder I Inc

UT Property -0.74 243 / 316 34.33 15.18 182 / 266 61.24 31.89 118 / 190 99.48 2013.2 POOR

Henderson UK Property PAIF Feeder I Acc

UT Property -3.42 272 / 316 34.33 16.1 169 / 266 61.24 33.98 106 / 190 99.48 2108.4 POOR

Henderson UK Property PAIF Feeder I Inc

UT Property -3.37 270 / 316 34.33 15.99 171 / 266 61.24 99.48 2108.4NO 5YR

PERFORMANCE

Kames Property Income Feeder Acc B

UT Property 2.52 156 / 316 34.33 61.24 99.48 432NO 5YR

PERFORMANCE

Kames Property Income Feeder B Inc

UT Property 2.31 165 / 316 34.33 61.24 99.48 432NO 5YR

PERFORMANCE

M&G Feeder of Property Portfolio I Acc

UT Property -7.13 306 / 316 34.33 14.12 190 / 266 61.24 24.7 143 / 190 99.48 2495.1 POOR

M&G Feeder of Property Portfolio I Inc

UT Property -7.08 303 / 316 34.33 13.97 191 / 266 61.24 24.31 145 / 190 99.48 2495.1 POOR

Invesco Perpetual Tactical Bond Y Acc


Bond4.33 383 / 442 38.51 8.05 272 / 367 69.33 26.61 191 / 280 77.53 547 POOR

Invesco Perpetual Tactical Bond Y Inc


Bond4.32 384 / 442 38.51 8.04 273 / 367 69.33 26.6 192 / 280 77.53 547 POOR

M&G UK Inflation Linked Corporate Bond I Acc


Bond6.25 280 / 442 38.51 3.67 335 / 367 69.33 13.12 258 / 280 77.53 1077.9 POOR

M&G UK Inflation Linked Corporate Bond I Inc


Bond6.25 281 / 442 38.51 3.66 336 / 367 69.33 13.09 259 / 280 77.53 1077.9 POOR

TwentyFour Dynamic Bond I Net Acc GBP


Bond9.03 107 / 442 38.51 13.46 156 / 367 69.33 40.64 47 / 280 77.53 1445.2 MEDIOCRE

TwentyFour Dynamic Bond I Net Inc GBP


Bond9.02 108 / 442 38.51 13.46 157 / 367 69.33 40.64 46 / 280 77.53 1445.2 MEDIOCRE

Invesco Perpetual Corporate Bond Y Acc


Bond6.03 392 / 455 20.53 12.19 344 / 392 44.77 33.21 197 / 312 62.34 4845.2 POOR

Invesco Perpetual Corporate Bond Y Inc


Bond6.03 391 / 455 20.53 12.2 343 / 392 44.77 33.21 196 / 312 62.34 4845.2 POOR

M&G Corporate Bond Inst Acc GBP


Bond7.28 319 / 455 20.53 18.55 215 / 392 44.77 33.02 200 / 312 62.34 4271.4 POOR

M&G Corporate Bond Inst Inc GBP


Bond7.19 328 / 455 20.53 18.51 217 / 392 44.77 32.94 202 / 312 62.34 4271.4 POOR

M&G Strategic Corporate Bond I Acc

GBP


Bond7.03 343 / 455 20.53 15.74 296 / 392 44.77 30.95 231 / 312 62.34 3686.6 POOR

M&G Strategic Corporate Bond I Inc

GBP


Bond7.01 345 / 455 20.53 15.75 295 / 392 44.77 30.96 230 / 312 62.34 3686.6 POOR

Launched 27/05/2016

Launched 28/03/2014

Launched 28/03/2014






Rating

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Jupiter Financial Opportunities I Acc

UT Specialist 25.3 208 / 504 79.91 29.9 176 / 447 136.13 81.87 38 / 342 194.87 493.1 MEDIOCRE

Jupiter Financial Opportunities I Inc

UT Specialist 25.3 206 / 504 79.91 29.9 175 / 447 136.13 81.6 39 / 342 194.87 493.1 MEDIOCRE

Fidelity Enhanced Income W Acc in GB

UT UK Equity Income

11.34 348 / 412 37.65 20.91 248 / 349 38.06 49.35 258 / 297 116.9 542 POOR

Fidelity Enhanced Income W Inc

UT UK Equity Income

11.22 350 / 412 37.65 20.9 249 / 349 38.06 49.3 259 / 297 116.9 542 POOR

Fidelity Moneybuilder Dividend Y Inc

UT UK Equity Income

14.89 234 / 412 37.65 29 58 / 349 38.06 70.35 99 / 297 116.9 1083.5 POOR

Schroder UK Alpha Income L Acc

UT UK Equity Income

15.65 191 / 412 37.65 22.79 205 / 349 38.06 72.16 81 / 297 116.9 522.9 POOR

Schroder UK Alpha Income L Inc

UT UK Equity Income

15.58 193 / 412 37.65 22.69 214 / 349 38.06 71.99 82 / 297 116.9 522.9 POOR

Standard Life UK Equity Income Unconstrained

Inst Acc

UT UK Equity Income

7.08 390 / 412 37.65 19.07 288 / 349 38.06 91.36 19 / 297 116.9 1091.5 POOR

Standard Life UK Equity Income Unconstrained

Inst Inc

UT UK Equity Income

7.05 391 / 412 37.65 18.98 289 / 349 38.06 90.96 21 / 297 116.9 1091.5 POOR

AXA Framlington UK Mid Cap Z Acc

UT UK All Companies

12.57 916 / 1072 44.05 28.25 209 / 969 65.15 117.66 29 / 820 150.58 166.4 POOR

AXA Framlington UK Mid Cap Z Inc

UT UK All Companies

12.55 917 / 1072 44.05 28.28 207 / 969 65.15 117.8 28 / 820 150.58 166.4 POOR

JOHCM UK Dynamic Y Acc

UT UK All Companies

30.1 16 / 1072 44.05 30.35 141 / 969 65.15 91.16 95 / 820 150.58 385.2 TOP

JOHCM UK Dynamic Y Inc

UT UK All Companies

30.06 17 / 1072 44.05 30.05 149 / 969 65.15 89.81 100 / 820 150.58 385.2 TOP

Majedie UK Equity X Acc UT UK All Companies

25.77 59 / 1072 44.05 25.2 362 / 969 65.15 78.1 216 / 820 150.58 3800 MEDIOCRE

Majedie UK Equity X Inc UT UK All Companies

25.78 58 / 1072 44.05 25.2 365 / 969 65.15 78.11 215 / 820 150.58 3800 MEDIOCRE

Old Mutual UK Alpha U2 Acc GBP

UT UK All Companies

21.43 368 / 1072 44.05 18.57 704 / 969 65.15 66.7 363 / 820 150.58 2223.1 POOR

Old Mutual UK Alpha U2 Inc GBP

UT UK All Companies

21.4 372 / 1072 44.05 18.49 709 / 969 65.15 66.59 370 / 820 150.58 2223.1 POOR

Wise Investments Evenlode Income C Acc

UT UK All Companies

21.34 376 / 1072 44.05 45.54 17 / 969 65.15 97.22 60 / 820 150.58 1243 MEDIOCRE

Wise Investments Evenlode Income C Inc

UT UK All Companies

21.34 377 / 1072 44.05 45.54 18 / 969 65.15 97.22 60 / 820 150.58 1243 MEDIOCRE

Franklin UK Smaller Companies W Acc

UT UK Smaller Companies

9.57 162 / 178 44.05 24.48 86 / 162 65.15 90.29 90 / 140 150.58 260.6 POOR

Franklin UK Smaller Companies W Inc

UT UK Smaller Companies

9.57 163 / 178 44.05 23.78 89 / 162 65.15 86.84 96 / 140 150.58 260.6 POOR






Rating

TOP PERFORMANCE 6 7.41% £2,482.6 1.76%







FundsPercentage of




1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Jul Baer RobecoSAM Smart Materials Na GBP

FO Commodity &

Energy43.73 92 / 887 79.02 55.95 13 / 811 145.42 124.71 309.8

NO 5YR PERFORMANCE

Templeton Frontier Markets W Acc GBP

FO Equity - Emerging Markets

37.15 921 / 2061 61.23 32.51411 / 1781 78.69 57.93 137 / 1340 142.53 670.5 POOR

Veritas Global Equity Income D GBP

FO Equity - International 32.57 583 / 3300 66.34 32.99

2174 / 2634 98.52 159.32 1102.3

NO 5YR PERFORMANCE

GAM Star Technology Inst Acc GBP

FO Equity - Tech Media &

Telecom48.77 47 / 213 56.17 46.35 132 / 165 116.12 93.69 105 / 145 171.03 205.1 POOR

GAM Star Technology Inst Inc GBP

FO Equity - Tech Media &

Telecom48.82 45 / 213 56.17 46.39 131 / 165 116.12 95.2 101 / 145 171.03 205.1 POOR

F&C Real Estate Securities B Acc GBP

FO Property - Europe 7.93 52 / 125 25.05 47.58 14 / 85 78.65 111.13 6 / 68 47.55 84.1 MEDIOCRE

F&C Real Estate Securities C Dis GBP TR

FO Property - Europe 7.75 58 / 125 25.05 47.6 12 / 85 78.65 111.41 5 / 68 147.55 84.1 MEDIOCRE

JOHCM Global Opportunities A GBP IA Global 22.64

1476 / 1713 57.39 64.01 115 / 1450 96.41 163.35 308.4

NO 5YR PERFORMANCE

TwentyFour Vontobel TwentyFour Absolute

Return Credit G

IA Targeted Absolute

Return6.72 468 / 846 39.18 64.42 129.19 339.6

NO 5YR PERFORMANCE

TwentyFour Corporate Bond I Acc GBP

IA Sterling Corporate

Bond8.85 215 / 456 20.53 44.77 62.34 368

NO 5YR PERFORMANCE

TwentyFour Corporate Bond I Dis GBP

IA Sterling Corporate

Bond8.85 212 / 456 20.53 44.77 62.34 368

NO 5YR PERFORMANCE

Ardevora UK Income C IA UK Equity

Income 12.95 291 / 391 37.65 24.5 158 / 334 38.06 89.95 22 / 283 116.9 208.1 POOR

Ardevora UK Income D GBP

IA UK Equity Income 12.98 289 / 391 37.65 24.34 164 / 334 38.06 87.82 31 / 283 116.9 208.1 POOR

Vanguard UK Government Bond Index

Acc GBPIA UK Gilts 6.74 23 / 109 11.65 25.3 21 / 101 63.85 29.32 19 / 88 54.19 1751.1 TOP

Vanguard UK Government Bond Index

Inc GBP IA UK Gilts 6.74 24 / 109 11.65 25.3 20 / 101 63.85 29.32 18 / 88 54.19 1751.1 TOP

Threadneedle Dynamic Real Return S Acc GBP


Return9.45 85 / 339 26.57 20.66 42 / 250 43.32 129.19 540.2

NO 5YR PERFORMANCE

TM Fulcrum Diversified Core Absolute Return C

Acc GBP


Return1.75 224 / 339 26.57 43.32 129.19 636.5

NO 5YR PERFORMANCE

First State Greater China Growth B GBP Acc

UT China/Greater

China37.45 21 / 42 45.33 61.86 13 / 39 73 90.67 14 / 34 106.37 447.6 MEDIOCRE

F&C European Small Cap ex UK 3 Acc

UT European Smaller

Companies21.11 61 / 77 38.01 55.9 143.13 67.2

NO 5YR PERFORMANCE

F&C European Small Cap ex UK 3 Inc

UT European Smaller

Companies21.12 60 / 77 38.01 55.9 143.13 67.2

NO 5YR PERFORMANCE

Launched 01/05/2015

Launched 27/11/2014

Launched 16/03/2015

Launched 16/03/2015

Launched 29/06/2012

Launched 28/08/2015

Launched 15/01/2015

Launched 15/01/2015

3 Year Performance 5 Year Performance

Sector

Launched 15/03/2013

Launched 02/07/2012


Bestinvest Star Rating Fund Name



Rating

1 Year Performance

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Threadneedle European Smaller Companies Z

Acc GBP

UT European Smaller

Companies26.33 43 / 77 38.01 54.09 2 / 61 55.9 122.84 19 / 58 143.13 1681.9 POOR

Threadneedle European Smaller Companies Z

Inc GBP

UT European Smaller

Companies26.33 42 / 77 38.01 53.67 5 / 61 55.9 121.94 23 / 58 143.13 1681.9 POOR

Artemis European Opportunities I Acc

UT Europe Excluding UK 23.34 223 / 424 51.29 36.13 77 / 357 75.61 93.02 69 / 292 155.23 306 POOR

Artemis European Opportunities I Inc

UT Europe Excluding UK 23.34 222 / 424 51.29 36.15 76 / 357 75.61 93.04 68 / 292 155.23 306 POOR

HSBC European Index C Acc

UT Europe Excluding UK 28.31 73 / 424 51.29 32.42 138 / 357 75.61 79.33 146 / 292 155.23 936 MEDIOCRE

HSBC European Index C Inc

UT Europe Excluding UK 28.26 76 / 424 51.29 32.41 139 / 357 75.61 79.46 143 / 292 155.23 936 MEDIOCRE

JPM Europe Dynamic Ex UK C Acc

UT Europe Excluding UK 30.88 38 / 424 51.29 35.29 85 / 357 75.61 113.61 7 / 292 155.23 718.3 TOP

JPM Europe Dynamic Ex UK C Inc

UT Europe Excluding UK 28.89 60 / 424 51.29 33.28 121 / 357 75.61 110.43 155.23 718.3

NO 5YR PERFORMANCE

Jupiter European I Acc UT Europe

Excluding UK 15.8 391 / 424 51.29 43.79 27 / 357 75.61 104.77 27 / 292 155.23 3835.4 POOR

Jupiter European I Inc UT Europe

Excluding UK 15.79 392 / 424 51.29 43.76 28 / 357 75.61 104.62 29 / 292 155.23 3835.4 POOR

Thesis TM Sanditon European F Acc

UT Europe Excluding UK 23.29 225 / 424 51.29 75.61 155.23 277

NO 5YR PERFORMANCE

Thesis TM Sanditon European F Inc

UT Europe Excluding UK 20.88 305 / 424 51.29 75.61 155.23 277

NO 5YR PERFORMANCE

Vanguard FTSE Developed Europe ex UK

Equity Index A

UT Europe Excluding UK 28.88 63 / 424 51.29 33.51 116 / 357 75.61 77.52 175 / 292 155.23 1140.4 POOR

Vanguard FTSE Developed Europe ex UK

Equity Index A Inc

UT Europe Excluding UK 28.88 62 / 424 51.29 33.51 115 / 357 75.61 77.49 176 / 292 155.23 1140.4 POOR

Invesco Perpetual Pacific Y Acc

UT Asia Pacific Including

Japan39.55 2 / 18 39.56 68.01 4 / 18 72.35 91.3 2 / 17 91.31 269.3 TOP

Invesco Perpetual Pacific Y Inc

UT Asia Pacific Including

Japan39.56 1 / 18 39.56 68.02 3 / 18 72.35 91.31 1 / 17 91.31 269.3 TOP

Fidelity Index Pacific ex Japan W


Japan35.59 141 / 282 49.43 76.59 105.41 111

NO 5YR PERFORMANCE

Fidelity Index Pacific ex Japan W Inc


Japan35.61 137 / 282 49.43 76.59 105.41 111

NO 5YR PERFORMANCE

Henderson Asian Dividend Income I Acc


Japan28.99 217 / 282 49.43 46 161 / 237 76.59 63.94 80 / 195 105.41 138.4 POOR

Henderson Asian Dividend Income I Inc


Japan28.74 222 / 282 49.43 45.95 162 / 237 76.59 63.92 81 / 195 105.41 138.4 POOR


Bestinvest Star Rating

Fund Name Sector




Rating

Launched 04/08/2014

Launched 25/09/2014

Launched 25/09/2014

Launched 27/05/2014

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

HSBC Pacific Index C AccUT Asia Pacific

Excluding Japan

36.04 117 / 282 49.43 45.6 168 / 237 76.59 56.88 132 / 195 105.41 300.5 POOR

HSBC Pacific Index C Inc UT Asia Pacific

Excluding Japan

36.06 116 / 282 49.43 45.65 166 / 237 76.59 57.01 129 / 195 105.41 300.5 POOR

Invesco Perpetual Asian Y Acc


Japan49.43 1 / 282 49.43 76.59 1 / 237 76.59 89.98 9 / 195 105.41 948.8 TOP

Invesco Perpetual Asian Y Inc


Japan49.43 2 / 282 49.43 76.58 2 / 237 76.59 89.98 10 / 195 105.41 948.8 TOP

Jupiter Asian Income Z Acc


Japan28.72 223 / 282 49.43 76.59 105.41 455.5

NO 5YR PERFORMANCE

Jupiter Asian Income Z Inc


Japan28.71 224 / 282 49.43 76.59 105.41 455.5

NO 5YR PERFORMANCE

Investec Emerging Markets Local Currency

Debt I Acc GBP

UT Global Emerging

Market Bond22.92 74 / 128 27.39 17.83 91 / 108 58.71 6.23 60 / 69 70.34 308.7 POOR

Investec Emerging Markets Local Currency

Debt I Inc-2 GBP

UT Global Emerging

Market Bond20.71 102 / 128 27.39 15.59 99 / 108 58.71 4.2 64 / 69 70.34 308.7 POOR

Fidelity Global Enhanced Income W Acc

UT Global Equity Income 23.11 199 / 261 36.79 55.09 24 / 200 65.69 119.76 211.1

NO 5YR PERFORMANCE

Fidelity Global Enhanced Income W Inc

UT Global Equity Income 23.05 205 / 261 36.79 54.77 26 / 200 65.69 119.76 211.1

NO 5YR PERFORMANCE

Newton Global Income Inst W Acc GBP

UT Global Equity Income 24.85 144 / 261 36.79 62.11 3 / 200 65.69 96.33 19 / 135 119.76 5746.8 POOR

Newton Global Income Inst W Inc GBP

UT Global Equity Income 24.85 146 / 261 36.79 62.1 5 / 200 65.69 96.93 18 / 135 119.76 5746.8 POOR

Fidelity Index Emerging Markets W


37.68 135 / 230 53.05 66.64 75.39 98NO 5YR

PERFORMANCE

Fidelity Index Emerging Markets W Inc


37.68 134 / 230 53.05 66.64 75.39 98NO 5YR

PERFORMANCE

JPM Emerging Markets B Acc


41.16 53 / 230 53.05 48.33 51 / 201 66.64 36.4 70 / 148 75.39 1201.7 MEDIOCRE

JPM Emerging Markets B Inc


41.23 48 / 230 53.05 48.36 50 / 201 66.64 36.35 71 / 148 75.39 1201.7 MEDIOCRE

JPM Emerging Markets Income C Acc


38.27 114 / 230 53.05 39.64 147 / 201 66.64 75.39 315.5NO 5YR

PERFORMANCE

JPM Emerging Markets Income C Inc


37.78 129 / 230 53.05 39.17 150 / 201 66.64 75.39 315.5NO 5YR

PERFORMANCE

Newton Global Emerging Markets Inst W

Acc


32.92 182 / 230 53.05 50.93 28 / 201 66.64 68.77 4 / 148 75.39 92.6 POOR

Newton Global Emerging Markets Inst W

Inc


32.91 183 / 230 53.05 50.92 29 / 201 66.64 68.75 5 / 148 75.39 92.6 POOR




Rating

Launched 28/03/2013

Launched 28/03/2013

Launched 02/10/2013

Launched 02/10/2013

Launched 27/05/2014

Launched 04/08/2014

Launched 02/03/2016

Launched 02/03/2016



Fund Name Sector

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Invesco Perpetual Global Bond Y Acc

UT Global Bonds 8.3 253 / 382 28.58 18.32 134 / 313 46.35 23.73 144 / 251 77.49 500.2 POOR

Invesco Perpetual Global Bond Y Inc


Threadneedle European High Yield Bond Z Acc

GBP


F&C Responsible Global Equity 2 Acc UT Global 28.8 334 / 866 47.34 56.45 126 / 755 96.41 92.19 157 / 607 163.35 296.2 MEDIOCRE

F&C Responsible Global Equity 2 Inc UT Global 28.74 342 / 866 47.34 56.14 139 / 755 96.41 91.99 163 / 607 163.35 296.2 MEDIOCRE

Jupiter Ecology I Acc UT Global 23.45 667 / 866 47.34 34.95 587 / 755 96.41 74.7 371 / 607 163.35 544.6 POOR

Jupiter Ecology I Inc UT Global 23.44 668 / 866 47.34 34.93 588 / 755 96.41 74.68 372 / 607 163.35 544.6 POOR

Old Mutual Global Equity R Acc GBP UT Global 35.82 29 / 866 47.34 69.4 16 / 755 96.41 148.42 9 / 607 163.35 601 TOP

Vanguard FTSE Developed World ex UK

Equity Index A UT Global 32.53 133 / 866 47.34 60.95 51 / 755 96.41 103.59 63 / 607 163.35 3078.5 TOP

Vanguard FTSE Developed World ex UK

Equity Index A IncUT Global 32.53 132 / 866 47.34 60.97 50 / 755 96.41 103.61 62 / 607 163.35 3078.5 TOP

AXA Framlington Japan Z Acc UT Japan 26.59 130 / 168 50.02 84.8 9 / 147 111.28 132.02 6 / 118 307.77 174.4 POOR

AXA Framlington Japan Z Inc UT Japan 26.66 129 / 168 50.02 83.6 13 / 147 111.28 127.66 7 / 118 307.77 174.4 POOR

Fidelity Index Japan W UT Japan 32.03 92 / 168 50.02 111.28 307.77 117NO 5YR

PERFORMANCE

Fidelity Index Japan W Inc UT Japan 32.04 91 / 168 50.02 111.28 307.77 117

NO 5YR PERFORMANCE

L&G Japan Index Trust I Acc UT Japan 33.12 66 / 168 50.02 67.6 82 / 147 111.28 83.38 62 / 118 307.77 1254.3 POOR

L&G Japan Index Trust I Inc UT Japan 33.11 67 / 168 50.02 67.54 83 / 147 111.28 83.37 63 / 118 307.77 1254.3 POOR

Legg Mason IF Japan Equity X UT Japan 12.61 158 / 168 50.02 111.28 1 / 147 111.28 307.59 2 / 118 307.77 559.6 POOR

HSBC American Index C Acc

UT North America 32.42 181 / 346 46.64 73.96 39 / 314 85.19 131.57 23 / 260 159.61 2684.6 POOR

HSBC American Index C Inc

UT North America 32.44 180 / 346 46.64 74.01 38 / 314 85.19 131.21 26 / 260 159.61 2684.6 POOR

Old Mutual North American Equity U2 Acc

GBP

UT North America 36.83 20 / 346 46.64 84.42 3 / 314 85.19 157.38 4 / 260 159.61 1972.8 TOP



Rating


Fund Name Sector



Launched 27/05/2014

Launched 04/08/2014

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Vanguard US Equity Index A

UT North America 33.82 115 / 346 46.64 71.81 69 / 314 85.19 129.46 40 / 260 159.61 4063.7 MEDIOCRE

Vanguard US Equity Index A Inc

UT North America 33.82 114 / 346 46.64 71.82 68 / 314 85.19 129.47 39 / 260 159.61 4063.7 MEDIOCRE

F&C Global Real Estate Securities 3 Acc UT Property 15.94 48 / 316 34.33 61.24 1 / 266 61.24 99.48 32.3

NO 5YR PERFORMANCE

F&C Global Real Estate Securities 3 Inc UT Property 15.72 52 / 316 34.33 60.43 3 / 266 61.24 99.48 32.3

NO 5YR PERFORMANCE

F&C UK Property Feeder 2 Acc UT Property 2.55 153 / 316 34.33 18.17 156 / 266 61.24 34.14 103 / 190 99.48 235.6 POOR

F&C UK Property Feeder 2 Inc UT Property 2.41 161 / 316 34.33 17.9 157 / 266 61.24 26.87 138 / 190 99.48 235.6 POOR

Premier Pan European Property Share C Acc UT Property 2.02 178 / 316 34.33 34.71 72 / 266 61.24 98.71 2 / 190 99.48 225.7 POOR

Premier Pan European Property Share C Inc UT Property 2.07 176 / 316 34.33 34.72 71 / 266 61.24 98.66 3 / 190 99.48 225.7 POOR

Fidelity Extra Income Y UT Sterling

Strategic Bond

8.53 128 / 442 38.51 17.22 88 / 367 69.33 36.96 72 / 280 77.53 529.1 MEDIOCRE

Fidelity Extra Income Y Acc


Bond9.25 98 / 442 38.51 18.06 78 / 367 69.33 37.11 71 / 280 77.53 529.1 MEDIOCRE

Henderson Fixed Interest Monthly Income

I Acc GBP


Bond8.46 134 / 442 38.51 15.58 108 / 367 69.33 39.77 51 / 280 77.53 815.7 MEDIOCRE

Henderson Fixed Interest Monthly Income

I Inc GBP


Bond8.34 147 / 442 38.51 16.55 92 / 367 69.33 40.94 44 / 280 77.53 815.7 MEDIOCRE

Henderson Preference & Bond I Acc


Bond7.7 188 / 442 38.51 15.33 111 / 367 69.33 39.66 53 / 280 77.53 744.9 MEDIOCRE

Henderson Preference & Bond I Inc


Bond7.7 189 / 442 38.51 15.3 112 / 367 69.33 39.61 54 / 280 77.53 744.9 MEDIOCRE

Henderson Strategic Bond I Acc


Bond5.86 307 / 442 38.51 13.06 168 / 367 69.33 36.13 77 / 280 77.53 1712.2 POOR

Henderson Strategic Bond I Inc


Bond5.8 313 / 442 38.51 12.98 171 / 367 69.33 36.01 79 / 280 77.53 1712.2 POOR

Invesco Perpetual Monthly Income Plus Y

Acc


Bond8.5 133 / 442 38.51 12.59 183 / 367 69.33 38.47 62 / 280 77.53 3314.4 MEDIOCRE

Invesco Perpetual Monthly Income Plus Y

Inc


Bond8.51 132 / 442 38.51 12.64 182 / 367 69.33 39.75 52 / 280 77.53 3314.4 MEDIOCRE

Kames Ethical Corporate Bond B Acc


Bond7.46 314 / 455 20.53 19.45 185 / 392 44.77 35.22 162 / 312 62.34 490 POOR

Kames Ethical Corporate Bond B Inc


Bond7.44 316 / 455 20.53 19.42 186 / 392 44.77 35.18 164 / 312 62.34 490 POOR


Rating



Fund Name Sector



Launched 18/12/2013

Launched 18/12/2013

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Standard Life Ethical Corporate Bond Ret

Platform 1 Acc


Bond8.85 214 / 455 20.53 18.8 203 / 392 44.77 36.79 128 / 312 62.34 295 POOR

Standard Life Ethical Corporate Bond Ret

Platform 1 Inc


Bond8.82 217 / 455 20.53 18.76 204 / 392 44.77 37.3 120 / 312 62.34 295 POOR

BlackRock Gold & General D Acc UT Specialist 39.4 69 / 504 79.91 38.87 95 / 447 136.13 -20.25 306 / 342 194.87 1235.1 POOR

BlackRock Gold & General D Inc UT Specialist 39.34 70 / 504 79.91 38.8 97 / 447 136.13 -20.25 307 / 342 194.87 1235.1 POOR

Investec Enhanced Natural Resources J Acc

GBPUT Specialist 35.48 103 / 504 79.91 21.64 242 / 447 136.13 6.02 258 / 342 194.87 89.5 POOR

Artemis Income I AccUT UK Equity

Income 17.18 137 / 412 37.65 27.13 92 / 349 38.06 67.78 126 / 297 116.9 6469.2 MEDIOCRE

Artemis Income I Inc UT UK Equity

Income 17.19 135 / 412 37.65 27.15 91 / 349 38.06 67.83 125 / 297 116.9 6469.2 MEDIOCRE

CF Woodford Equity Income C Acc GBP

UT UK Equity Income 12.68 313 / 412 37.65 38.06 116.9 9909

NO 5YR PERFORMANCE

CF Woodford Equity Income C Inc GBP

UT UK Equity Income 12.62 314 / 412 37.65 38.06 116.9 9909

NO 5YR PERFORMANCE

JOHCM UK Equity Income Y Acc

UT UK Equity Income 25.11 16 / 412 37.65 25.79 123 / 349 38.06 80.47 40 / 297 116.9 2900 MEDIOCRE

JOHCM UK Equity Income Y Inc

UT UK Equity Income 25.04 17 / 412 37.65 25.68 127 / 349 38.06 81.26 37 / 297 116.9 2900 MEDIOCRE

Schroder Income Maximiser L Acc

UT UK Equity Income 20.39 68 / 412 37.65 21.62 234 / 349 38.06 65.82 140 / 297 116.9 1072.5 POOR

Schroder Income Maximiser L Inc


Troy Asset Management Ltd Trojan Income O Acc


Troy Asset Management Ltd Trojan Income O Inc


Unicorn UK Income B UT UK Equity

Income 11.21 352 / 412 37.65 17.11 311 / 349 38.06 104.5 7 / 297 116.9 625 POOR

Unicorn UK Income B Acc

UT UK Equity Income 11.26 349 / 412 37.65 17.15 309 / 349 38.06 104.84 6 / 297 116.9 625 POOR

Vanguard FTSE UK Equity Income Index A


Vanguard FTSE UK Equity Income Index A

Inc


Fidelity Index UK W UT UK All

Companies 22.42 287 / 1072 44.05 25.53 332 / 969 65.15 54.99 565 / 820 150.58 2175.4 POOR



Fund Name Sector




Rating

Launched 02/06/2014

Launched 02/06/2014

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Fidelity Index UK W Inc UT UK All

Companies 22.42 283 / 1072 44.05 25.54 331 / 969 65.15 55 564 / 820 150.58 2175.4 POOR

Franklin UK Mid Cap W Acc

UT UK All Companies 11.23 979 / 1072 44.05 22.86 489 / 969 65.15 86.08 131 / 820 150.58 935.6 POOR

Franklin UK Mid Cap W Inc


HSBC FTSE 100 Index C Acc


HSBC FTSE 100 Index C Inc


HSBC FTSE 250 Index C Acc


HSBC FTSE 250 Index C Inc


Invesco Perpetual High Income Y Acc


Invesco Perpetual High Income Y Inc


Invesco Perpetual Income Y Acc

UT UK All Companies 10.06

1011 / 1072 44.05 24.74 398 / 969 65.15 67.78 340 / 820 150.58 5608.1 POOR

Invesco Perpetual Income Y Inc


1009 / 1072 44.05 24.8 396 / 969 65.15 66.05 377 / 820 150.58 5608.1 POOR

Kames Ethical Equity B Acc


1051 / 1072 44.05 17.69 759 / 969 65.15 74.89 244 / 820 150.58 563 POOR

Kames Ethical Equity B Inc


1052 / 1072 44.05 17.67 761 / 969 65.15 74.86 245 / 820 150.58 563 POOR

L&G UK Index Trust I AccUT UK All

Companies 23.03 210 / 1072 44.05 25.79 310 / 969 65.15 55.56 544 / 820 150.58 5474.9 POOR

L&G UK Index Trust I Inc UT UK All

Companies 22.89 228 / 1072 44.05 25.6 326 / 969 65.15 55.37 556 / 820 150.58 5474.9 POOR

Standard Life Investments UK Ethical

Ret Platform 1 Acc


L&G All Stocks Gilt Index Trust I Acc UT UK Gilts 5.53 59 / 125 11.85 22.34 42 / 111 63.85 23.79 41 / 97 54.52 1163.8 MEDIOCRE

L&G All Stocks Gilt Index Trust I Inc UT UK Gilts 5.53 58 / 125 11.85 22.34 41 / 111 63.85 23.69 43 / 97 54.52 1163.8 MEDIOCRE

L&G All Stocks Gilt Index Trust M Acc UT UK Gilts 5.53 57 / 125 11.85 22.36 40 / 111 63.85 23.75 42 / 97 54.52 1163.8 MEDIOCRE

Royal London Index Linked M Acc

UT UK Index - Linked Gilts 16.92 58 / 70 20.7 42.2 53 / 63 52.15 50.69 33 / 50 62.78 437.1 POOR



Fund Name Sector




Rating

1 Yr % Growth

1 Yr Rank

Top Fund Growth

3 Yr % Growth

3 Yr Rank

Top Fund Growth

5 Yr % Growth

5 Yr Rank

Top Fund Growth

Royal London Index Linked M Inc

UT UK Index - Linked Gilts 16.92 57 / 70 20.7 42.3 52 / 63 52.15 50.77 31 / 50 62.78 437.1 POOR

Vanguard UK Inflation Linked Gilt Index A Gross

Acc GBP

UT UK Index - Linked Gilts 19.95 6 / 70 20.7 44.55 32 / 63 52.15 54.16 18 / 50 62.78 1019.7 MEDIOCRE

Vanguard UK Inflation Linked Gilt Index A Gross

Inc GBP

UT UK Index - Linked Gilts 19.95 7 / 70 20.7 44.56 31 / 63 52.15 54.18 17 / 50 62.78 1019.7 MEDIOCRE

Liontrust UK Smaller Companies I Acc

UT UK Smaller Companies 25.39 23 / 178 42.3 44.81 9 / 162 50.76 141.26 11 / 140 183.03 632.1 TOP

Liontrust UK Smaller Companies I Inc

UT UK Smaller Companies 25.39 22 / 178 42.3 45.1 8 / 162 50.76 142.58 9 / 140 183.03 632.1 TOP

Marlborough Special Situations P Acc

UT UK Smaller Companies 20.95 60 / 178 42.3 41.49 23 / 162 50.76 118.9 41 / 140 183.03 1210 MEDIOCRE

Marlborough UK Micro Cap Growth P Acc

UT UK Smaller Companies 24.09 32 / 178 42.3 33.51 57 / 162 50.76 114.74 50 / 140 183.03 742.5 MEDIOCRE



Fund Name Sector




Rating

TOP PERFORMANCE 13 8.84% £16,651.7 7.87%







FundsPercentage of




Bestinvest Top Rated FundsPerformance SummaryOur analysis of the Bestinvest Top Rated Funds list identifies that the significant majority of the funds they praise to be “Exceptional”, “Very High Quality” or “High Quality” have factually ranked within the lowest 50% of funds in their sectors for growth during the recent 5 year period. With the inclusion of serial poor performing funds, investors may wish to think twice before they seek inspiration or plan to make fund choices based on the funds promoted in Bestinvests Premier Selection list.

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Bestinvest Top Rated Funds Review - Yodelar Premier... · 2017. 10. 10. · Aviva Inv Multi...

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