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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 17.4% (30 November 2013 - 30 November 2014)
Total Return Standard Deviation Max Drawdown
1 of 146

Janus Opportunistic Alpha U GBP Acc

29.4%

3.1

-2.7%

2 of 146

Edgewood L Select US Select Growth I GBP

26.6%

3.1

-4.7%

3 of 146

Fidelity American Special Situations A Acc

25.8%

2.1

-1.6%

4 of 146

F&C North American 1 Acc

24.9%

2.2

-2.1%

5 of 146

Fidelity Funds - America A-GBP

24.1%

2.4

-1.2%

6 of 146

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

23.8%

2.6

-4.2%

7 of 146

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

23.5%

2.4

-2.0%

8 of 146

Legg Mason Opportunity Pr Dis A GBP

23.5%

4.1

-4.4%

9 of 146

Scottish Widows HIFML US Strategic 1

23.4%

2.5

-1.4%

10 of 146

Fidelity Inst America Acc

23.0%

2.2

-1.9%

11 of 146

Pioneer SICAV US Fundamental Growth N No Dis GBP

22.9%

2.7

-3.3%

12 of 146

Fidelity FAST US Y-ACC-GBP

22.9%

2.3

-1.0%

13 of 146

Vulcan Value Equity GBP

22.8%

3.0

-4.3%

14 of 146

Goldman Sachs US CORE Equity Pf R GBP (Snap)

22.6%

2.4

-2.6%

15 of 146

Scottish Widows HIFML North Amer 1

22.6%

2.4

-2.2%

16 of 146

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

22.4%

3.7

-6.7%

17 of 146

Standard Life Inv North America Acc

22.0%

2.2

-1.7%

18 of 146

Halifax North American C

22.0%

2.1

-2.5%

19 of 146

Aviva Investors US Equity MoM SC 1

21.9%

2.3

-2.1%

20 of 146

The Westchester Sterling Class 1

21.9%

3.6

-7.4%

21 of 146

JPM US Select I Acc

21.7%

2.0

-2.1%

22 of 146

Standard Life Inv American Equity Unconst Ret Acc

21.5%

2.2

-2.1%

23 of 146

JPM US Equity Plus A (perf) Dis GBP

21.4%

2.7

-2.6%

24 of 146

RIC II US Quant I Acc

21.4%

2.6

-2.7%

25 of 146

UBS US Equity B

21.2%

2.4

-1.4%

26 of 146

JPM Highbridge US STEEP A (perf) Dis GBP

21.2%

2.4

-2.6%

27 of 146

INTECH US Core U GBP Acc

21.1%

2.6

-2.1%

28 of 146

CIS US Growth Trust

21.1%

2.4

-1.3%

29 of 146

St James's Place North American Acc

21.1%

2.2

-1.6%

30 of 146

Fidelity Index US A Acc

21.0%

2.1

-3.0%

31 of 146

Old Mutual North American Equity A Acc

20.9%

2.2

-1.6%

32 of 146

HSBC MERIT US Equity Inst A Acc

20.9%

2.0

-2.4%

33 of 146

Legg Mason US Equity A

20.8%

2.1

-1.7%

34 of 146

JPM US A Acc

20.6%

2.6

-3.4%

35 of 146

Thesis Eldon Acc

20.6%

4.0

-8.5%

36 of 146

Old Mutual North American Equity S Acc

20.5%

2.3

-2.3%

37 of 146

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

20.5%

2.5

-2.5%

38 of 146

UBS US Growth Acc A

20.3%

3.0

-6.3%

39 of 146

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

20.3%

2.3

-2.7%

40 of 146

JPM US Equity A Dis GBP

20.2%

2.8

-4.4%

41 of 146

Loomis Sayles US Equity Leaders Fund N/A GBP

20.1%

2.6

-3.2%

42 of 146

RBC Funds (Lux) US Mid Cap Value Equity B GBP D H

Currency exposure is hedged

Currency exposure is hedged

20.0%

3.4

-4.3%

43 of 146

MGI US Equity Z-1 GBP

20.0%

2.7

-2.9%

44 of 146

Capital Group US Growth and Inc (LUX) B GBP

19.9%

2.3

-2.9%

45 of 146

Barclays US Alpha A Acc

19.8%

2.5

-2.4%

46 of 146

Harris Associates Concentrated US Equity Fund SAG

19.8%

3.4

-5.2%

47 of 146

AXA Rosenberg American R Acc

19.6%

2.0

-2.3%

48 of 146

MFS Meridian Funds US Concentrated Growth I1 GBP

19.5%

2.8

-2.1%

49 of 146

JPM US Select Equity Plus A (perf) Dis GBP

19.5%

2.4

-2.6%

50 of 146

Dodge & Cox Worldwide US Stock GBP

19.5%

2.2

-2.2%

51 of 146

M&G North American Value A Inc

19.3%

2.0

-1.1%

52 of 146

JPM US Select Equity C Dis GBP

19.3%

2.4

-2.5%

53 of 146

Kames American Equity Acc B

19.2%

1.8

-2.2%

54 of 146

Allianz US Equity A Acc

19.1%

2.1

-2.5%

55 of 146

Henderson Inst North American Enhanced Equity A Ac

19.0%

2.0

-2.2%

55 of 146

Polar Capital North American I GBP Inc

19.0%

2.6

-3.6%

57 of 146

Schroder QEP US Core I Dis

19.0%

2.2

-3.7%

58 of 146

Nordea 1 - North American Value BP GBP

18.9%

2.6

-4.2%

59 of 146

Goldman Sachs US Focused Growth Eq Pf R GBP

18.9%

3.2

-4.8%

59 of 146

SEI SGMF US Large Companies GBP Inst

18.9%

2.5

-2.9%

61 of 146

Ignis American Growth Acc

18.7%

2.8

-5.0%

62 of 146

Robeco US Large Cap Equities IE GBP

18.6%

2.6

-2.7%

63 of 146

Russell IC US Equity I Acc

18.6%

2.5

-2.9%

64 of 146

Principal GI US Equity I Acc GBP

18.4%

2.4

-2.3%

65 of 146

Brandes US Equities GBP A

18.4%

2.2

-1.6%

66 of 146

AXA WF Framlington American Growth A GBP

18.3%

3.1

-5.7%

67 of 146

UBS (Lux) Eq S - US Opportunity (GBP) P-dist

18.3%

3.1

-3.1%

68 of 146

Scottish Mutual North American Acc

18.3%

2.3

-3.0%

69 of 146

Scottish Widows HIFML US Focus 1

18.2%

2.3

-2.9%

70 of 146

BlackRock US Dynamic A Inc

18.1%

2.2

-2.7%

71 of 146

Threadneedle American Retail Net Acc GBX

18.1%

2.4

-2.7%

72 of 146

GAM Star US All Cap Eq GBP Ordinary Acc

18.0%

2.2

-1.9%

73 of 146

Goldman Sachs US Equity Pf Other Curr GBP

18.0%

2.6

-2.8%

74 of 146

New Capital US Growth C

17.9%

2.8

-3.5%

75 of 146

AXA Framlington American Growth R Acc

17.9%

2.7

-6.1%

76 of 146

Miton American Ret Acc

17.7%

2.0

-1.5%

77 of 146

Martin Currie North American A

17.6%

2.4

-2.5%

78 of 146

BGF US Flexible Equity A4RF GBP

17.5%

2.4

-3.0%

79 of 146

Henderson US Growth Ret Acc

17.5%

3.3

-8.0%

80 of 146

Franklin US Opportunities A (Ydis) GBP

17.4%

3.6

-8.3%

81 of 146

JPM US Value A Dis GBP

17.3%

2.3

-2.2%

82 of 146

Scottish Widows American Growth A Acc

17.2%

2.0

-2.4%

83 of 146

Old Mutual Schroder US Mid Cap A Acc

17.1%

2.4

-2.5%

84 of 146

JPM US Growth A Dis GBP

17.1%

3.0

-6.8%

85 of 146

Morgan Stanley US Growth AX GBP

17.0%

4.2

-11.9%

86 of 146

Cavendish North American A GBP Inc

17.0%

2.1

-2.2%

87 of 146

MFS Meridian Funds US Value I1 GBP

16.9%

2.5

-3.5%

88 of 146

Invesco Perpetual US Equity Acc

16.9%

2.3

-1.9%

89 of 146

Heptagon Yacktman US Equity I GBP Inc

16.9%

2.5

-2.5%

90 of 146

Martin Currie GF North American GBP

16.8%

2.3

-2.5%

90 of 146

PrivilEdge - Sands US Growth (GBP) IA

16.8%

3.9

-11.5%

90 of 146

Franklin US Opportunities GBP A Acc

16.8%

3.3

-9.3%

93 of 146

Delaware Investments US Large Cap Value F GBP

16.8%

2.5

-3.6%

94 of 146

Baillie Gifford American C Acc

16.7%

2.7

-3.4%

95 of 146

FF & P US All Cap Value Equity

16.5%

3.6

-5.4%

96 of 146

Fidelity American

16.5%

2.6

-4.6%

97 of 146

NatWest North American Equity S2 Inc

16.4%

2.3

-2.3%

98 of 146

Investec American A Acc Net GBP

16.4%

2.1

-1.8%

99 of 146

Adam & Co North American Equity S8 Inc

16.4%

2.4

-2.3%

100 of 146

Wells Fargo (LUX) WW US Premier Growth A GBP Acc

16.2%

3.2

-7.4%

101 of 146

CF Canlife North American B Acc

15.6%

2.1

-2.9%

102 of 146

Franklin Mutual Shares A Acc

15.3%

1.8

-2.6%

103 of 146

Wells Fargo (LUX) WW US Large Cap Growth A GBP

15.3%

3.6

-8.4%

104 of 146

Vanguard US Fundamental Value Inv GBP

15.3%

2.2

-3.2%

105 of 146

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

14.7%

2.3

-3.2%

106 of 146

M&G American A Inc

14.7%

2.5

-2.5%

107 of 146

The Boston Company US Opportunities Fund GBP Inc

14.6%

2.7

-6.6%

108 of 146

GLG American Growth Retail Acc A GBP

14.3%

2.7

-5.9%

109 of 146

Aberdeen Northern American Equity A Acc

14.3%

2.1

-2.5%

110 of 146

Jupiter JGF North American Equities L GBP A Inc

14.3%

1.7

-1.5%

111 of 146

Old Mutual Threadneedle American Select A Acc

14.2%

2.4

-4.1%

112 of 146

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

14.2%

2.8

-3.8%

113 of 146

Threadneedle American Select Ret Net Acc GBX

14.1%

2.5

-4.2%

114 of 146

Wellington US Capital Appreciation Eq Pfl T GBP

14.0%

3.8

-5.9%

115 of 146

Montag & Caldwell US Equity Large Cap Growth G

14.0%

2.6

-3.2%

116 of 146

Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

13.9%

3.1

-4.4%

117 of 146

BGF US Basic Value A2 GBP

13.4%

2.1

-3.9%

117 of 146

CF Miton US Opportunities A Acc

13.4%

1.8

-2.0%

119 of 146

Nordea 1 - North American All Cap Fund BP GBP

13.2%

2.7

-4.0%

120 of 146

Calamos US Growth A GBP Acc

13.0%

3.4

-6.3%

121 of 146

Aberdeen North American Equity A Acc

12.9%

2.0

-3.1%

122 of 146

BBH Luxembourg Funds - Core Select RI GBP

12.6%

2.2

-2.9%

123 of 146

Aberdeen Global - North American Equity D2 Acc GBP

12.6%

2.0

-3.1%

124 of 146

Smith & Williamson North American Trust

12.5%

2.2

-2.6%

125 of 146

Marlborough US Multi-Cap Income

12.4%

2.2

-4.0%

126 of 146

Lloyds Investment North American GBP

12.1%

2.1

-2.6%

127 of 146

Edmond de Rothschild US Value & Yield L

12.1%

2.5

-2.7%

128 of 146

GAM Star Capital Appreciation US Equity GBP Inc

11.6%

3.8

-6.0%

129 of 146

EV Intl (Ireland) US Value A2 GBP

11.5%

2.3

-2.9%

130 of 146

Neptune US Opportunities A Acc GBP

11.5%

3.4

-8.6%

131 of 146

Brown Advisory American A GBP

11.2%

2.5

-3.1%

132 of 146

Brown Advisory US Equity Value GBP A

11.2%

2.3

-4.0%

133 of 146

Barclays GA - US Value M Inc GBP

11.1%

2.3

-3.7%

134 of 146

Wells Fargo (LUX) WW US All Cap Growth A GBP

11.0%

3.6

-10.2%

135 of 146

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

10.9%

2.9

-5.7%

136 of 146

BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

10.3%

2.1

-4.4%

137 of 146

Neuberger Berman US Multi Cap Opp GBP1 I Dist

9.9%

2.6

-4.2%

138 of 146

GAM Star GAMCO US Equity GBP Inc

9.9%

2.8

-3.2%

139 of 146

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

9.6%

2.4

-2.8%

140 of 146

GAM North American Growth Acc

8.9%

2.7

-3.8%

141 of 146

Melchior North American Opportunities GBP A Acc

8.4%

4.6

-7.6%

142 of 146

VT De Lisle America B Acc GBP

7.4%

2.9

-7.1%

143 of 146

AllianceBernstein-Select Absolute Alpha Pf S GBP H

Currency exposure is hedged

Currency exposure is hedged

7.2%

1.4

-1.9%

144 of 146

Nemesis USA Value - GBP Adviser Dist

5.4%

4.0

-7.6%

145 of 146

Fourpoints Funds - America D

4.8%

2.6

-3.8%

146 of 146

Citi Equity Balanced-Beta UK C GBP

-1.2%

2.7

-6.3%

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

Artemis US Equity I GBP

Artemis US Select I GBP

FP Omnis US Equity A

JPM America Equity A Net Acc

Legg Mason Clearbridge Value A Dis A GBP

Majedie Asset Management US Equity A Acc GBP

Morgan Stanley US Advantage ZX GBP

Pareturn Smead US Value Fund - I GBP Cap

T Rowe US Large Cap Equity Q GBP

The Greenwich Sterling Class 1

Show more funds

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

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