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Fund search tool

The fund search tool from Bestinvest will research and chart thousands of funds based on your own criteria. Compare fund performance, comments and against our own fund ratings.

Alternatively for our own fund recommendations try our top performing funds, or view all top rated funds.

Top rated funds  >>          Find all UTs/OEICs  >>

Fund Factors

Fund Type: Unit Trust/OEIC Pension Fund Insurance Bond Offshore Fund

Company: Any Aberdeen Allianz Argonaut Artemis Aviva Investors AXA AXA Framlington Baillie Gifford Baring BlackRock BNY Mellon / Newton Capita Financial Cazenove CIS Eclectica F&C (ex Thames River) F&C Asset Management Fidelity First State Investments Franklin Templeton GAM GLG Partners Guinness Asset Manag ... Henderson HSBC Investments IFSL Bestinvest Ignis Asset Management Insight Investment Invesco Perpetual Investec JO Hambro Capital Ma ... JP Morgan Jupiter Kames Lazard Legal & General Legg Mason Liontrust M&G Marlborough Martin Currie Muzinich & Co. Neptune Octopus Asset Management Odey Asset Management Old Mutual Pictet SA Premier Prudential PSigma Asset Management Rathbone Royal London Ruffer Sarasin Schroders Scottish Widows Skandia Smith & Williamson Standard Life SVM Taube Hodson Stonex ... Threadneedle Troy Asset Management UBS

Fund Name:

ISA Qualifying: Yes No

Bestinvest Rating: Any 5 Stars 4 or 5 Stars At least 3 Stars At least 2 Stars At least 1 Stars

Supermarket Availability: Any Cofunds Funds network

Income Yield: Any Less than More than Select 1% 2% 4% 6%

Fund Size: Any Less than More than Select 10 million 50 million 100 million 500 million

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Charging Factors

Bestinvest Standard Charge: Any Less Than More Than Select 0.5% 1% 1.5%

Total Expense ratio: Any Less than More than Select 1.25% 1.5% 1.75%

Performance Factors

Sector Ranking (3 years): Any Top Quartile Bottom Quartile

Relative Performance (3 years): Any Less than More than Select -10% 0% +10% +20%

Annual Volatility: Any Less than More than Select 5% 10% 15%

Relative Performance (1 Year): Any Less than More than Select -5% 0% +5% +10%

Volatility Relative to Benchmark: Any Less than More than Select 0.8 1.5

Relative Performance (3 Months): Any Less than More than Select -3% 0% +3% +5%

Correlation to Benchmark: Any Less than More than Select 50% 90%

Absolute Performance (3 Years): Any Less than More than Select -20% 0% +20% +40%

Correlation to FTSE All Share: Any Less than More than Select 50% 90%

Absolute Performance (1 Year): Any Less than More than Select -10% 0% +10% +20%

Absolute Performance (3 Months): Any Less than More than Select -10% 0% +10% +20%

Portfolio Factors

Sector: Absolute Return Asia Pacific Excluding Japan Asia Pacific Including Japan Balanced Managed China/Greater China Europe Excluding UK Europe Including UK European Smaller Companies Flexible Investment Global Global Bonds Global Emerging Markets Global Equity Income Japan Japanese Smaller Companies Mixed Investment 0-35% Shares Mixed Investment 20-60% Shares Mixed Investment 40-85% Shares Money Market North America North American Smaller Cos Pensions Property Protected Short Term Money Market Specialist Technology and Telecoms UK All Companies UK Equity and Bond Income UK Equity Income UK Gilt UK Index Linked Gilts UK Smaller Companies Unauthorised Unclassified Undefined £ Corporate Bond £ High Yield £ Strategic Bond

Asset Class: Any BALANCED CASH COMMODITIES EQUITIES - EMERG MKTS EQUITIES - EUROPE EQUITIES - FE INC JAPAN EQUITIES - INTERNATIONAL EQUITIES - JAPAN EQUITIES - NTH AMERICA EQUITIES - PACIFIC EQUITIES - SPECIALIST EQUITIES - UK EQUITIES - UK FTSE 100 EQUITIES - UK INCOME EQUITIES - UK MIDCAP EQUITIES - UK SMALLER FIXED RETURN HEDGE HY BOND MANAGED PENSION PROPERTY QUALITY BONDS

Investment Theme: Absolute Return Agriculture Charity China Equity Income Ethical Financials Fixed Income Focus Fund Of Funds Healthcare & Biotech Index Tracker India Institutional Latin America Natural Resources Property Small Cap Technology & Communications

Manager Tenure: Any Less than More than Select 1 Year 2 Years 3 Years 4 Years 5 Years

Fund Manager Name:

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Star ratings

• Five star
  EXCEPTIONAL, funds that we rate as the most likely in their sectors to achieve outperformance over the medium and longer term. Typically, these funds will be included in our Multiasset Portfolios.
• Four star
  VERY HIGH QUALITY, these funds are strong recommendations.
• Three star
  HIGH QUALITY, funds we expect to deliver above average returns over the medium to longer term.
• Two star
  MODERATE, other funds that have been reviewed by our research team that do not meet the criteria for a buy rating.
• One star
  POOR, funds that we expect to underperform considerably. These funds should be sold.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest. This will be on a fee basis and is restricted to advice on portfolio management. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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