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Find funds that have the potential to perform for your portfolio

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ONGOING CHARGES < 0.5% 0.5-1% 1-2% > 2%
Yield 0-2% 2-4% > 4%
Unit Type Acc Inc

VANGUARD US GOVERNMENT BOND INDEX GBP HEDGED Acc

Rated Rated

11984.28p

Price

0.00% 0.00%

Initial Charge

0.25%

Ongoing charges (OCF)

1.5%

Yield

GBP hedged exposure to US Treasury and US government-related securities

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LOOMIS SAYLES US EQUITY LEADERS Q GBP Acc

Rated Rated

300.55p

Price

1.00% 0.00%

Initial Charge

0.6%

Ongoing charges (OCF)

0.6%

Yield

Targets capital growth by investing primarily in large US companies.

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BROWN ADVISORY US SUSTAINABLE GROWTH B GBP Inc

Rated Rated

1451.00p

Price

0.00% 0.00%

Initial Charge

0.9%

Ongoing charges (OCF)

0.3%

Yield

A US large-cap equity fund, which incorporates sustainable screening.

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Troy Logo

TROJAN FUND X Acc

Rated Rated

107.99p

Price

5.00% 0.00%

Initial Charge

0.87%

Ongoing charges (OCF)

0%

Yield

A long only, unconstrained approach to investing with a focus on capital preservation. Investment is mainly via conventional asset classes.

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Troy Logo

TROJAN FUND X Inc

Rated Rated

106.22p

Price

5.00% 0.00%

Initial Charge

0.87%

Ongoing charges (OCF)

0%

Yield

A long only, unconstrained approach to investing with a focus on capital preservation. Investment is mainly via conventional asset classes.

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MORGAN STANLEY US ADVANTAGE I GBP Acc

Rated Rated

1557.00p

Price

0.00% 0.00%

Initial Charge

0.85%

Ongoing charges (OCF)

0%

Yield

Large-cap US equity fund focusing on companies that exhibit sustainable growth.

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JPM GLOBAL MACRO OPPORTUNITIES C Acc

Rated Rated

155.40p

Price

0.00% 0.00%

Initial Charge

0.67%

Ongoing charges (OCF)

1.2%

Yield

An unconstrained multi asset fund targeting cash +7% returns over the medium with a 6-10% volatility risk budget.

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JPM GLOBAL MACRO OPPORTUNITIES C Inc

Rated Rated

149.70p

Price

0.00% 0.00%

Initial Charge

0.67%

Ongoing charges (OCF)

1.2%

Yield

An unconstrained multi asset fund targeting cash +7% returns over the medium with a 6-10% volatility risk budget.

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LIONTRUST SF EUROPEAN GROWTH 2 Acc

Rated Rated

217.37p

Price

0.00% 0.00%

Initial Charge

0.93%

Ongoing charges (OCF)

1.4%

Yield

Invests in continental European equities screened for social and environmental responsibility.

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GUARDCAP GLOBAL EQUITY I GBP Acc

Rated Rated

1931.40p

Price

0.00% 0.00%

Initial Charge

1%

Ongoing charges (OCF)

0%

Yield

GUARDCAP GLOBAL EQUITY I GBP Inc

Rated Rated

1012.00p

Price

0.00% 0.00%

Initial Charge

1%

Ongoing charges (OCF)

0%

Yield

BLACKROCK UK ABSOLUTE ALPHA D Acc

Rated Rated

150.60p

Price

0.00% 0.00%

Initial Charge

0.92%

Ongoing charges (OCF)

0.1%

Yield

A long short UK equity strategy targeting 4-5% p.a. after fees on a rolling 3yr basis.

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BMO RESPONSIBLE GLOBAL EQUITY 2 Acc

Rated Rated

414.30p

Price

0.00% 0.00%

Initial Charge

0.8%

Ongoing charges (OCF)

0.7%

Yield

A global equity fund investing in companies making a positive contribution to society and the environment.

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BMO RESPONSIBLE GLOBAL EQUITY 2 Inc

Rated Rated

108.70p

Price

0.00% 0.00%

Initial Charge

0.8%

Ongoing charges (OCF)

0.7%

Yield

A global equity fund investing in companies making a positive contribution to society and the environment.

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Invesco Perpetual Logo

INVESCO CORPORATE BOND (UK) Y Acc

Rated Rated

242.12p

Price

0.00% 0.00%

Initial Charge

0.61%

Ongoing charges (OCF)

2.6%

Yield

Invests primarily in UK investment grade corporate bonds.

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Invesco Perpetual Logo

INVESCO CORPORATE BOND (UK) Y Inc

Rated Rated

198.90p

Price

0.00% 0.00%

Initial Charge

0.61%

Ongoing charges (OCF)

2.6%

Yield

Invests primarily in UK investment grade corporate bonds.

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RATHBONE ETHICAL BOND I Acc

Rated Rated

215.54p

Price

0.00% 0.00%

Initial Charge

0.67%

Ongoing charges (OCF)

3.7%

Yield

Diverse portfolio of sterling denominated bonds meeting strict ethical criteria.

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RATHBONE ETHICAL BOND I Inc

Rated Rated

95.52p

Price

0.00% 0.00%

Initial Charge

0.67%

Ongoing charges (OCF)

3.7%

Yield

Diverse portfolio of sterling denominated bonds meeting strict ethical criteria.

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Fundsmith Logo

FUNDSMITH EQUITY I Acc

Rated Rated

419.98p

Price

0.00% 0.00%

Initial Charge

0.95%

Ongoing charges (OCF)

0.8%

Yield

A concentrated, unconstrained portfolio of global equities, held for the long term.

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Fundsmith Logo

FUNDSMITH EQUITY I Inc

Rated Rated

381.82p

Price

0.00% 0.00%

Initial Charge

0.95%

Ongoing charges (OCF)

0.8%

Yield

A concentrated, unconstrained portfolio of global equities, held for the long term.

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