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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
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FRANKLIN UK MID CAP W Acc

Rated Rated

289.34p

Price

0.00% 0.00%

Initial Charge

0.82%

Ongoing charges (OCF)

2.8%

Yield

Following a review of the funds in the UK Equity Income sector, we have removed the Franklin UK Mid Cap fund from our top-rated funds list.

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FRANKLIN UK MID CAP W Inc

Rated Rated

218.80p

Price

0.00% 0.00%

Initial Charge

0.82%

Ongoing charges (OCF)

2.8%

Yield

Following a review of the funds in the UK Equity Income sector, we have removed the Franklin UK Mid Cap fund from our top-rated funds list.

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LIONTRUST UK ETHICAL 2 Acc

Rated Rated

339.71p

Price

0.00% 0.00%

Initial Charge

0.86%

Ongoing charges (OCF)

1.8%

Yield

Multicap UK equity fund, which invests in companies that meet Liontrust's ethical criteria.

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Axa Framlington Logo

AXA FRAMLINGTON UK MID CAP Z Acc

Rated Rated

305.30p

Price

0.00% 0.00%

Initial Charge

0.84%

Ongoing charges (OCF)

1.4%

Yield

At least 70% invested in FTSE 250 companies. Up to 15% can be invested in FTSE 100 stocks, the balance in UK smaller companies.

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Axa Framlington Logo

AXA FRAMLINGTON UK MID CAP Z Inc

Rated Rated

268.90p

Price

0.00% 0.00%

Initial Charge

0.84%

Ongoing charges (OCF)

1.4%

Yield

At least 70% invested in FTSE 250 companies. Up to 15% can be invested in FTSE 100 stocks, the balance in UK smaller companies.

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ASI UK ETHICAL EQUITY P1 Acc

Rated Rated

128.50p

Price

0.00% 0.00%

Initial Charge

0.9%

Ongoing charges (OCF)

1.6%

Yield

Multi-cap UK equity fund, which invests in companies that meet Aberdeen Standard's ethical criteria.

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ASI UK ETHICAL EQUITY P1 Inc

Rated Rated

74.64p

Price

0.00% 0.00%

Initial Charge

0.9%

Ongoing charges (OCF)

1.6%

Yield

Multi-cap UK equity fund, which invests in companies that meet Aberdeen Standard's ethical criteria.

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BROWN ADVISORY US SUSTAINABLE GROWTH B GBP Inc

Rated Rated

1661.00p

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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BLACKROCK EUROPEAN DYNAMIC FD Acc

Rated Rated

200.20p

Price

5.00% 0.00%

Initial Charge

0.93%

Ongoing charges (OCF)

0.6%

Yield

A very actively managed fund of mainly large and mid-cap Europe (ex UK) equities.

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BLACKROCK EUROPEAN DYNAMIC FD Inc

Rated Rated

189.90p

Price

5.00% 0.00%

Initial Charge

0.93%

Ongoing charges (OCF)

0.6%

Yield

A very actively managed fund of mainly large and mid-cap Europe (ex UK) equities.

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BMO RESPONSIBLE GLOBAL EQUITY 2 Acc

Rated Rated

506.70p

Price

0.00% 0.00%

Initial Charge

0.81%

Ongoing charges (OCF)

0.6%

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

133.00p

Price

0.00% 0.00%

Initial Charge

0.81%

Ongoing charges (OCF)

0.6%

Yield

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

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HSBC Global Asset Management Logo

HSBC FTSE 250 INDEX C Acc

Rated Rated

306.00p

Price

0.00% 0.00%

Initial Charge

0.18%

Ongoing charges (OCF)

2.5%

Yield

A fully replicated tracker, following the FTSE 250 index of mid sized UK equities.

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HSBC Global Asset Management Logo

HSBC FTSE 250 INDEX C Inc

Rated Rated

200.20p

Price

0.00% 0.00%

Initial Charge

0.18%

Ongoing charges (OCF)

2.5%

Yield

A fully replicated tracker, following the FTSE 250 index of mid sized UK equities.

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LOOMIS SAYLES US EQUITY LEADERS Q GBP Acc

Rated Rated

329.30p

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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PREMIER PAN EUROPEAN PROPERTY SHARE C Acc

Rated Rated

124.81p

Price

0.00% 0.00%

Initial Charge

0.92%

Ongoing charges (OCF)

3%

Yield

The fund invests in an actively managed portfolio of European property company shares, including the UK and continental Europe and including companies that invest in commercial and residential property.

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PREMIER PAN EUROPEAN PROPERTY SHARE C Inc

Rated Rated

88.40p

Price

0.00% 0.00%

Initial Charge

0.92%

Ongoing charges (OCF)

3%

Yield

The fund invests in an actively managed portfolio of European property company shares, including the UK and continental Europe and including companies that invest in commercial and residential property.

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LF TELLWORTH UK SMALLER COMPANIES F GBP Acc

Rated Rated

129.06p

Price

5.00% 0.00%

Initial Charge

0.95%

Ongoing charges (OCF)

0%

Yield

Added to the Buylist in July 2019

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HERMES US SMID EQUITY F GBP Acc

Rated Rated

287.28p

Price

0.00% 0.00%

Initial Charge

0.85%

Ongoing charges (OCF)

0%

Yield

Invests in small and mid cap companies domiciled in the US, or which derive a large proportion of their income from US activities.

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HERMES US SMID EQUITY F GBP Inc

Rated Rated

230.71p

Price

0.00% 0.00%

Initial Charge

0.85%

Ongoing charges (OCF)

0%

Yield

Invests in small and mid cap companies domiciled in the US, or which derive a large proportion of their income from US activities.

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