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Morningstar analyst rating - If a fund receives a Gold, Silver, or Bronze rating. It means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years.



 
FE Crown rating - enables investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The top 10% of funds will be awarded five FE Crowns, the next 15% receiving four Crowns and each of the remaining three quartiles will be given three, two and one Crown(s) respectively.
 
Sector - there is a huge variety of funds on sale in the UK. The Investment Association sectors provide a way of dividing around 3,000 of these funds into broad groups. Investors and their advisers can then compare funds in one or more sectors before looking in detail at individual funds.

Ongoing charge 
Ongoing charge – is levied by fund management companies and varies depending on the funds chosen. These ongoing charges are in addition to any product or adviser charges. If the ongoing charge figure (OCF) is not available, we show the total expense ratio (TER). Both include a fixed management fee plus expenses that vary with the day to day running of the fund. The OCF includes some one-off charges that aren’t in the TER, but the two measures are very similar.

Fund research

You may need a financial adviser to purchase some of the funds we show here. Investor Portfolio Service customers should select Filters and then choose 'Investor Portfolio Service' from the Category drop-down.

Past performance is not a reliable indicator of future results.

 
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Fund name Sector 
Sector - there is a huge variety of funds on sale in the UK. The Investment Association sectors provide a way of dividing around 3,000 of these funds into broad groups. Investors and their advisers can then compare funds in one or more sectors before looking in detail at individual funds.
Ongoing charge 
Ongoing charge – is levied by fund management companies and varies depending on the funds chosen. These ongoing charges are in addition to any product or adviser charges. If the ongoing charge figure (OCF) is not available, we show the total expense ratio (TER). Both include a fixed management fee plus expenses that vary with the day to day running of the fund. The OCF includes some one-off charges that aren’t in the TER, but the two measures are very similar.
KID/KIID Factsheet
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Fund name 3m (%) 6m (%) 1yr (%) 3yrs (%) 5yrs (%) KID/KIID
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Fund name 31 Mar 2018 - 31 Mar 2019 31 Mar 2017 - 31 Mar 2018 31 Mar 2016 - 31 Mar 2017 31 Mar 2015 - 31 Mar 2016 31 Mar 2014 - 31 Mar 2015 KID/KIID
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Fund name FE crown 
FE Crown rating - enables investors to distinguish between funds that are strongly outperforming their benchmark and those that are not.
The top 10% of funds will be awarded five FE Crowns, the next 15% receiving four Crowns and each of the remaining three quartiles will be given three, two and one Crown(s) respectively.
Morningstar analyst 
Morningstar analyst - If a fund receives a Gold, Silver, or Bronze rating. It means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years.
FundCalibre 
FundCalibre - FundCalibre is a ratings business that uses a forward looking quant model to identify funds for consideration for a rating. The research team then conducts meetings with fund managers to see if the fund deserves to be rated. FundCalibre's Elite Rating is typically awarded to no more than 10% of funds in any sector.
KID/KIID
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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(*) Performance figures for funds with less than 1 years history will not be displayed.
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