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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

BROWN ADVISORY US SUSTAINABLE GROWTH B GBP Inc

Rated Rated

1739.00p

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 Inc

Rated Rated

192.90p

Price

5.00% 0.00%

Initial Charge

0.92%

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 Inc

Rated Rated

135.00p

Price

0.00% 0.00%

Initial Charge

0.8%

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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Fundsmith Logo

FUNDSMITH EQUITY I Inc

Rated Rated

452.25p

Price

0.00% 0.00%

Initial Charge

0.95%

Ongoing charges (OCF)

0.7%

Yield

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

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Fundsmith Logo

FUNDSMITH SUSTAINABLE EQUITY I Inc

Rated Rated

135.91p

Price

0.00% 0.00%

Initial Charge

1.05%

Ongoing charges (OCF)

0.4%

Yield

A concentrated portfolio of global stocks that are viewed as sustainable by the manager.

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GUARDCAP GLOBAL EQUITY I GBP Inc

Rated Rated

1208.00p

Price

0.00% 0.00%

Initial Charge

1%

Ongoing charges (OCF)

0%

Yield

Axa Framlington Logo

AXA FRAMLINGTON UK MID CAP Z Inc

Rated Rated

270.40p

Price

0.00% 0.00%

Initial Charge

0.84%

Ongoing charges (OCF)

1.3%

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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TB EVENLODE GLOBAL INCOME F GBP Inc

Rated Rated

126.01p

Price

0.00% 0.00%

Initial Charge

0.55%

Ongoing charges (OCF)

2.3%

Yield

ASI UK ETHICAL EQUITY P1 Inc

Rated Rated

75.42p

Price

0.00% 0.00%

Initial Charge

0.9%

Ongoing charges (OCF)

1.5%

Yield

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

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Troy Logo

TROJAN ETHICAL INCOME O Inc

Rated Rated

130.10p

Price

0.00% 0.00%

Initial Charge

1.02%

Ongoing charges (OCF)

2.7%

Yield

Light to mid green, UK ethical equity income strategy, which has a bias towards large cap quality companies.

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BLACKROCK CONTINENTAL EUROPEAN INCOME D Inc

Rated Rated

169.70p

Price

0.00% 0.00%

Initial Charge

0.92%

Ongoing charges (OCF)

3.7%

Yield

Large and mid-cap European (ex UK) equity fund with an attractive yield.

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FINDLAY PARK AMERICAN GBP UNHEDGED Inc

Rated Rated

11123.00p

Price

5.00% 0.00%

Initial Charge

1%

Ongoing charges (OCF)

0%

Yield

Invests in medium and large sized US companies.

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TB EVENLODE INCOME C Inc

Rated Rated

251.53p

Price

0.00% 0.00%

Initial Charge

0.8%

Ongoing charges (OCF)

2.9%

Yield

UK equity fund aiming for long-term total returns, with an emphasis on income.

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Fidelity Worldwide Logo

FIDELITY INDEX WORLD P Inc

Rated Rated

184.47p

Price

0.00% 0.00%

Initial Charge

0.12%

Ongoing charges (OCF)

1.9%

Yield

Global equity tracker fund aiming to match the performance of the MSCI World index.

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BAILLIE GIFFORD GLOBAL DISCOVERY B Inc

Rated Rated

1592.00p

Price

0.00% 0.00%

Initial Charge

0.78%

Ongoing charges (OCF)

0%

Yield

Global equity fund investing primarily in fast-growing smaller companies.

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HERMES US SMID EQUITY F GBP Inc

Rated Rated

233.93p

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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BMO EUROPEAN REAL ESTATE SECURITIES C INC GBP Inc

Rated Rated

2826.00p

Price

0.00% 0.00%

Initial Charge

1.3%

Ongoing charges (OCF)

1.7%

Yield

The fund invests in pan European property related equities.

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LF LINDSELL TRAIN UK EQUITY Inc

Rated Rated

343.44p

Price

0.00% 0.00%

Initial Charge

0.7%

Ongoing charges (OCF)

1.9%

Yield

UK equity fund with a concentrated portfolio, takes a long term approach to adding value.

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Lazard Logo

LAZARD GLOBAL LISTED INFRASTRUCTURE EQUITY A GBP Inc

Rated Rated

185.76p

Price

0.00% 0.00%

Initial Charge

0.97%

Ongoing charges (OCF)

2.4%

Yield

A global listed infrastructure fund targeting low-volatility returns that exceed inflation.

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PREMIER PAN EUROPEAN PROPERTY SHARE C Inc

Rated Rated

91.22p

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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