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 recommended unit trusts / OEICs.

Find all recommended UTs/OEICs >> Find all UTs/OEICs >>

Fund Factors

Fund Type:

Company:

Fund Name:

ISA Qualifying:

Bestinvest Rating:

Supermarket Availability:

Income Yield:

Fund Size:

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Charging Factors

Bestinvest Standard Charge:

Total Expense ratio:

Performance Factors

Sector Ranking (3 years):

Relative Performance (3 years):

Annual Volatility:

Relative Performance (1 Year):

Volatility Relative to Benchmark:

Relative Performance (3 Months):

Correlation to Benchmark:

Absolute Performance (3 Years):

Correlation to FTSE All Share:

Absolute Performance (1 Year):

Absolute Performance (3 Months):

Portfolio Factors

Sector:

Asset Class:

Investment Theme:

Manager Tenure:

Fund Manager Name:

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Star ratings

Five Star
Funds (or trusts) that we rate as the most likely in their sectors to achieve outperformance over the medium and longer term. Typically, these funds will also be included in our Multi-Asset Portfolio funds.
Four Star
The 5 star category may include selections which are not available within Fund Supermarkets (e.g. listed investment companies standing on attractive discounts). For clients who are restricted to using funds only then we will include alternatives in the 4 Star group. These funds are very high quality and are strong recommendations.
Three Star
Funds and trusts we expect to deliver above average returns over the medium to longer term
Two Star
Other funds that have been reviewed by our research team that do not meet the criteria for a buy rating.
One Star
Funds that we expect to underperform considerably. This group will include expensive tracker funds and those active funds where we are extremely concerned about the manager.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

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