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Showing fund managers & funds available in Investment Trust Insider. View fund & fund manager rankings globally

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : 3.4% (31 May 2018 - 31 May 2019)
Currency Total Return Standard Deviation Max Drawdown
1 of 62

Goldman Sachs US Real Estate Bal Pf Base Acc USD

GBP

11.2%

6.6

-4.2%

2 of 62

Goldman Sachs Glo Mlt-Ast Inc Pf Base Acc USD

GBP

10.0%

6.6

-4.3%

3 of 62

Goldman Sachs Strat Factor Allocation Pf I Acc USD

GBP

9.8%

6.3

-3.7%

4 of 62

Janus Henderson Balanced A$acc

GBP

9.6%

8.1

-5.4%

5 of 62

Fidelity Funds - Growth & Income A-USD

GBP

9.0%

4.3

-1.4%

6 of 62

Investec GSF Global Multi-Asset Income F Inc-2 USD

GBP

8.9%

4.8

-2.1%

7 of 62

BGF Dynamic High Income A2 USD

GBP

8.2%

8.4

-7.4%

8 of 62

HSBC Portfolios World Selection 2 AC USD

GBP

7.7%

4.7

-2.1%

9 of 62

UBS (Lux) SS - Systematic Alloc Portf Med (USD) Pa

GBP

7.4%

5.5

-3.2%

10 of 62

Investec GSF Gl Multi-Asset Total Return IX USD C

GBP

7.4%

5.4

-2.3%

11 of 62

Coutts Multi Asset Global Balanced USD A Dist

GBP

7.2%

7.3

-5.8%

12 of 62

Sarasin IE GlobalSar - Strategic USD A Acc

GBP

7.2%

5.2

-3.1%

13 of 62

Goldman Sachs Balanced Allocation Pf P Acc USD

GBP

7.1%

5.6

-4.3%

14 of 62

Principal GI Global Income A Acc USD

GBP

7.0%

4.9

-3.4%

15 of 62

FAB Balanced Allocation Fund

GBP

6.9%

5.3

-3.6%

16 of 62

Russell Investments Multi-Asset Defensive A

GBP

6.7%

4.4

-2.5%

17 of 62

PIMCO GIS Global Multi-Asset Inst USD Acc

GBP

6.6%

6.5

-4.3%

18 of 62

JPM Access Balanced USD A Acc

GBP

6.2%

7.1

-7.0%

19 of 62

MFS Meridian Funds-Global Total Return A1 USD

GBP

6.1%

6.7

-4.9%

20 of 62

Sarasin IE GlobalSar - Dynamic USD A Acc

GBP

6.0%

6.7

-4.7%

21 of 62

Julius Baer Strategy Balanced-USD B

GBP

5.8%

6.8

-5.4%

22 of 62

Nedgroup IF Global Flexible A USD Acc

GBP

5.7%

11.2

-8.6%

23 of 62

Fidelity Funds - Asia Pacific MAG&I A-ACC-USD

GBP

5.6%

5.7

-3.4%

24 of 62

Franklin Income A (Mdis) USD

GBP

5.5%

7.5

-5.9%

25 of 62

Ashburton Global Growth I USD

GBP

5.4%

6.8

-5.6%

26 of 62

BNY Mellon Global Unconstrained USD W Acc

GBP

5.2%

7.9

-7.5%

27 of 62

Franklin NextStep Moderate A (acc) USD

GBP

4.9%

7.2

-5.9%

28 of 62

Rubicon Dynamic M USD

GBP

4.6%

4.2

-3.0%

29 of 62

UBS (Lux) Strategy Fd - Balanced (USD) P-acc

GBP

4.6%

6.7

-5.9%

30 of 62

Ocean Dial Composite India A USD

GBP

4.5%

16.7

-10.3%

31 of 62

Standard Bank IFL MM Global Balanced USD C

GBP

4.4%

7.0

-6.5%

32 of 62

GAM Star Cautious C USD Acc

GBP

4.4%

6.2

-5.4%

33 of 62

Investec GSF Global Diversified Growth A Acc USD

GBP

4.3%

4.8

-3.2%

34 of 62

Goldman Sachs Glo Mlt-Ast Bal Pf Base Acc USD

GBP

4.3%

6.8

-6.0%

35 of 62

Investec Flexible Fund C USD

GBP

4.1%

6.9

-7.1%

36 of 62

CGWM Diversity A USD Acc

GBP

3.7%

7.9

-7.5%

37 of 62

Legg Mason QS Balanced A USD Acc

GBP

3.7%

6.3

-5.4%

38 of 62

Threadneedle (Lux)-Global Dynamic Real Rtn W

GBP

3.5%

6.0

-4.4%

39 of 62

BGF Global Allocation A2 USD

GBP

3.5%

6.9

-6.5%

40 of 62

Thesis Lavaud Acc

GBP

3.3%

13.5

-12.1%

41 of 62

OM Compass Portfolio 3 A USD Acc

GBP

2.9%

6.5

-6.2%

42 of 62

Franklin NextStep Balanced Growth A (acc) USD

GBP

2.6%

7.6

-5.2%

43 of 62

LO Selection - The Balanced USD ND

GBP

2.5%

6.5

-6.5%

44 of 62

Investec GSF Global Strategic Mgd A Inc USD

GBP

2.4%

6.9

-5.9%

45 of 62

EV Intl (Ireland) Parametric Global Def Eq Z2 GBP

GBP

2.4%

8.1

-6.4%

46 of 62

Oasis Cresc Glbl Med Eq Blncd A USD Dist

GBP

2.2%

6.6

-5.1%

47 of 62

UBS (Lux) KSS - Asian Gl Strat Bal (USD) P-a

GBP

1.9%

7.3

-5.5%

48 of 62

HSBC UCITS Advantedge Inst EUR Acc

GBP

1.0%

5.3

-5.9%

49 of 62

PineBridge Global Dynamic Asset Allocation Y USD

GBP

0.7%

8.2

-8.5%

50 of 62

RBC Funds (Lux) Conservative Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7%

6.3

-5.7%

51 of 62

Franklin Glo Fundamental Strategies A (acc) USD

GBP

0.3%

8.7

-7.5%

52 of 62

SEI Global Balanced USD Wealth B

GBP

0.2%

8.0

-7.9%

53 of 62

RBC Funds (Lux) Balanced Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

9.5

-8.2%

54 of 62

Templeton Global Balanced A (Qdis) USD

GBP

-0.7%

9.1

-8.2%

55 of 62

Janus Henderson Glo Dvsfd Alterns I$acc

GBP

-1.7%

3.4

-4.4%

56 of 62

Ashmore SV Emerging Mkts Multi-Asset I GBP Cap

GBP

-3.1%

12.1

-9.1%

57 of 62

Templeton Global Income A (acc) USD

GBP

-3.4%

9.4

-8.3%

58 of 62

City Financial Wealth GBP Inc

GBP

-4.7%

4.8

-6.5%

59 of 62

ACPI Balanced UCITS R GBP

GBP

-4.8%

9.4

-9.2%

60 of 62

Newscape Capital Newport Core B USD Acc

GBP

-6.4%

6.7

-10.7%

61 of 62

Orbis SICAV-Global Balanced USD, Investor Shares

GBP

-8.0%

8.3

-10.9%

62 of 62

AQR Style Premia UCITS F GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.7%

4.0

-8.7%

Funds with less than 12 months history are below. View 1 month performance

CGWM Diversity A GBP Hedged Dis

Multi Manager Access II Sust Inv Balanced USD PA

OYSTER Balanced Strategy Portfolio USD R USD

Sanlam Digital Plus Global Growth Basket A USD

SWC (LU) PF Responsible Balance (USD) AT

UBS (Lux) SS-Systematic Alloc Ptfl Mdm Clsc(USD)Pa

WF WW Global Multi Asset Income fund AH EUR Dis

Show more funds
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Hargreaves Lansdown considers dropping Woodford from own funds

The broker says it is considering its position over suspended Woodford Equity Income fund, held in six of its multi-manager portfolios.

Patient Capital hits new low as volatility strikes Woodford's stocks

Neil Woodford's Patient Capital trust tumbles to new all-time low while stocks held by the manager veer to top and bottom of the market amid continued volatility.

St James's Place drops Woodford on £3.5 billion funds

St James's Place deals huge blow to Neil Woodford, dropping him from £3.5 billion of its funds as it terminates a relationship with the manager that has lasted nearly two decades.

'I can’t remember anything quite like this': veteran investor stunned by Woodford's fund freeze

Veteran investor Peter Walls says suspension of Woodford Equity Income fund is unique event in his decades involved in investment.

Hargreaves drops Woodford from Wealth 50 after Equity Income suspension

Woodford Equity Income cut from Wealth 50 after dealing suspension while Woodford Income Focus could face heavy redemptions following removal.

Woodford Equity Income suspends dealing after spike in withdrawals

Dealing in Woodford Equity Income suspended with immediate effect, trapping £3.7 billion of investors' savings held in Neil Woodford's flagship fund.