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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 16.8% (31 December 2013 - 31 December 2014)
Total Return Standard Deviation Max Drawdown
1 of 147

Janus Opportunistic Alpha U GBP Acc

28.3%

3.2

-2.7%

2 of 147

Fidelity American Special Situations A Acc

26.6%

2.1

-1.6%

3 of 147

F&C North American 1 Acc

26.2%

2.2

-2.1%

4 of 147

Fidelity Funds - America A-GBP

24.8%

2.4

-1.2%

5 of 147

Scottish Widows HIFML US Strategic 1

24.3%

2.5

-1.4%

6 of 147

JPM US Equity Plus A (perf) Dis GBP

24.0%

2.7

-2.6%

7 of 147

Scottish Widows HIFML North Amer 1

23.5%

2.4

-2.2%

8 of 147

Goldman Sachs US CORE Equity Pf R GBP (Snap)

23.4%

2.4

-2.6%

9 of 147

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

23.3%

2.4

-2.0%

10 of 147

Halifax North American C

23.1%

2.1

-2.5%

11 of 147

Fidelity Inst America Acc

23.0%

2.2

-1.9%

12 of 147

Old Mutual North American Equity A Acc

22.9%

2.2

-1.5%

13 of 147

Standard Life Inv American Equity Unconst Ret Acc

22.9%

2.2

-2.1%

14 of 147

Aviva Investors US Equity MoM SC 1

22.8%

2.2

-2.1%

15 of 147

Nordea 1 - North American Value BP GBP

22.6%

2.6

-4.0%

16 of 147

Standard Life Inv North America Acc

22.5%

2.2

-1.7%

17 of 147

JPM US Select I Acc

22.5%

2.0

-2.1%

18 of 147

JPM US Select Equity Plus A (perf) Dis GBP

22.4%

2.5

-2.6%

19 of 147

Fidelity FAST US Y-ACC-GBP

22.2%

2.3

-1.0%

20 of 147

Old Mutual North American Equity S Acc

22.1%

2.3

-2.3%

21 of 147

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

21.9%

2.6

-4.2%

22 of 147

UBS US Equity B

21.9%

2.4

-1.4%

23 of 147

CIS US Growth Trust

21.8%

2.4

-1.3%

24 of 147

JPM US Select Equity C Dis GBP

21.7%

2.5

-2.5%

25 of 147

JPM US Equity A Dis GBP

21.3%

2.8

-4.4%

26 of 147

AXA Rosenberg American R Acc

21.2%

2.0

-2.3%

27 of 147

HSBC MERIT US Equity Inst A Acc

21.2%

2.0

-2.4%

28 of 147

Fidelity Index US A Acc

21.2%

2.1

-3.0%

29 of 147

Barclays US Alpha A Acc

21.2%

2.5

-2.4%

30 of 147

JPM US A Acc

21.1%

2.6

-3.4%

31 of 147

St James's Place North American Acc

21.0%

2.2

-1.6%

32 of 147

JPM US Value A Dis GBP

20.6%

2.4

-2.2%

33 of 147

Ignis American Growth Acc

20.5%

2.8

-5.0%

34 of 147

Principal GI US Equity I Acc GBP

20.5%

2.3

-2.3%

35 of 147

Pioneer SICAV US Fundamental Growth N No Dis GBP

20.3%

2.8

-3.3%

36 of 147

M&G North American Value A Inc

20.2%

2.0

-1.1%

37 of 147

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

20.2%

3.0

-3.1%

38 of 147

Goldman Sachs US Focused Growth Eq Pf R GBP

20.1%

3.1

-4.8%

39 of 147

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

20.1%

2.5

-2.5%

40 of 147

RIC II US Quant I Acc

20.0%

2.7

-2.7%

41 of 147

Legg Mason US Equity A

19.9%

2.2

-1.7%

42 of 147

JPM Highbridge US STEEP A (perf) Dis GBP

19.9%

2.5

-1.9%

43 of 147

INTECH US Core U GBP Acc

19.8%

2.7

-2.1%

44 of 147

Edgewood L Select US Select Growth I GBP

19.8%

3.3

-4.7%

45 of 147

Vulcan Value Equity GBP

19.7%

3.0

-4.3%

46 of 147

Schroder QEP US Core I Dis

19.7%

2.2

-3.7%

47 of 147

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

19.5%

2.4

-2.7%

48 of 147

Goldman Sachs US Equity Pf Other Curr GBP

19.5%

2.6

-2.7%

49 of 147

Allianz US Equity A Acc

19.4%

2.1

-2.5%

50 of 147

Brandes US Equities GBP A

19.3%

2.2

-1.6%

51 of 147

BlackRock US Dynamic A Inc

19.2%

2.2

-2.7%

52 of 147

BGF US Flexible Equity A4RF GBP

19.1%

2.4

-3.0%

53 of 147

Henderson Inst North American Enhanced Equity A Ac

18.9%

2.0

-2.2%

54 of 147

Capital Group US Growth and Inc (LUX) B GBP

18.8%

2.3

-2.9%

55 of 147

MFS Meridian Funds US Concentrated Growth I1 GBP

18.7%

2.8

-2.1%

56 of 147

Baillie Gifford American C Acc

18.5%

2.7

-3.4%

57 of 147

JPM US Growth A Dis GBP

18.4%

3.1

-6.8%

58 of 147

Loomis Sayles US Equity Leaders Fund N/A GBP

18.4%

2.6

-3.2%

59 of 147

Investec American A Acc Net GBP

18.4%

2.1

-1.8%

60 of 147

Scottish Widows American Growth A Acc

18.2%

2.0

-2.4%

60 of 147

The Westchester Sterling Class 1

18.2%

3.6

-7.4%

62 of 147

Harris Associates Concentrated US Equity Fund SAG

18.1%

3.4

-5.2%

63 of 147

Dodge & Cox Worldwide US Stock GBP

18.1%

2.3

-2.2%

64 of 147

Old Mutual Schroder US Mid Cap A Acc

17.9%

2.4

-2.5%

65 of 147

Scottish Mutual North American Acc

17.9%

2.3

-3.0%

66 of 147

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

17.8%

3.8

-6.7%

67 of 147

UBS US Growth Acc A

17.8%

3.0

-6.3%

67 of 147

Vanguard US Fundamental Value Inv GBP

17.8%

2.3

-3.2%

69 of 147

MGI US Equity Z-1 GBP

17.8%

2.7

-2.9%

70 of 147

Scottish Widows HIFML US Focus 1

17.7%

2.3

-2.9%

71 of 147

Martin Currie North American A

17.7%

2.4

-2.5%

72 of 147

Legg Mason Opportunity Pr Dis A GBP

17.6%

4.2

-4.4%

73 of 147

Threadneedle American Retail Net Acc GBX

17.6%

2.4

-2.7%

73 of 147

SEI SGMF US Large Companies GBP Inst

17.6%

2.5

-2.9%

75 of 147

Kames American Equity Acc B

17.5%

1.8

-2.2%

76 of 147

Polar Capital North American I GBP Inc

17.3%

2.7

-3.6%

77 of 147

Heptagon Yacktman US Equity I GBP Inc

17.0%

2.5

-2.5%

77 of 147

Delaware Investments US Large Cap Value F GBP

17.0%

2.5

-3.6%

79 of 147

Cavendish North American A GBP Inc

17.0%

2.1

-2.2%

80 of 147

Robeco US Large Cap Equities IE GBP

17.0%

2.6

-2.7%

81 of 147

Russell US Equity P Inc

16.9%

2.5

-3.0%

82 of 147

Martin Currie GF North American GBP

16.9%

2.3

-2.5%

83 of 147

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

Currency exposure is hedged

Currency exposure is hedged

16.8%

3.3

-4.3%

84 of 147

CF Canlife North American B Acc

16.8%

2.1

-2.9%

85 of 147

Miton American Ret Acc

16.7%

2.0

-1.5%

86 of 147

M&G American A Inc

16.6%

2.6

-2.5%

87 of 147

MFS Meridian Funds US Value I1 GBP

16.6%

2.5

-3.5%

88 of 147

AXA Framlington American Growth R Acc

16.5%

2.7

-6.1%

89 of 147

Henderson US Growth Ret Acc

16.4%

3.3

-8.0%

90 of 147

Jupiter JGF North American Equities L GBP A Inc

16.2%

1.6

-1.5%

91 of 147

BGF US Basic Value A2 GBP

16.2%

2.1

-3.6%

92 of 147

Invesco Perpetual US Equity Acc

15.9%

2.3

-1.9%

93 of 147

Fidelity American

15.9%

2.6

-4.6%

94 of 147

Franklin Mutual Shares A Acc

15.8%

1.8

-2.6%

95 of 147

AXA WF Framlington American Growth A GBP

15.6%

3.1

-5.7%

96 of 147

Edmond de Rothschild US Value & Yield L

15.4%

2.5

-2.7%

97 of 147

Aberdeen Northern American Equity A Acc

15.2%

2.1

-2.5%

98 of 147

Marlborough US Multi-Cap Income

15.0%

2.3

-4.0%

99 of 147

GAM Star US All Cap Eq GBP Ordinary Acc

14.9%

2.3

-1.9%

100 of 147

NatWest North American Equity S2 Inc

14.7%

2.4

-2.3%

101 of 147

Adam & Co North American Equity S8 Inc

14.7%

2.4

-2.3%

102 of 147

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

14.7%

3.2

-7.4%

103 of 147

CF Miton US Opportunities A Acc

14.6%

1.8

-2.0%

104 of 147

PrivilEdge - Sands US Growth (GBP) IA

14.6%

4.0

-11.5%

105 of 147

New Capital US Growth C

14.6%

2.8

-3.5%

106 of 147

BBH Luxembourg Funds - Core Select RI GBP

14.4%

2.1

-2.4%

107 of 147

Smith & Williamson North American Trust

14.4%

2.2

-2.5%

108 of 147

Aberdeen North American Equity A Acc

14.0%

1.9

-3.1%

109 of 147

GLG American Growth Retail Acc A GBP

14.0%

2.8

-5.9%

110 of 147

Franklin US Opportunities GBP A Acc

14.0%

3.4

-9.3%

111 of 147

Aberdeen Global - North American Equity D2 Acc GBP

13.8%

2.0

-3.1%

112 of 147

The Boston Company US Opportunities Fund GBP Inc

13.7%

2.7

-6.6%

113 of 147

Franklin US Opportunities A (Ydis) GBP

13.4%

3.7

-8.3%

114 of 147

Nordea 1 - North American All Cap Fund BP GBP

13.4%

2.7

-4.0%

115 of 147

Thesis Eldon Acc

13.3%

3.5

-8.5%

116 of 147

Montag & Caldwell US Equity Large Cap Growth G

13.2%

2.6

-3.2%

117 of 147

Lloyds Investment North American GBP

13.1%

2.1

-2.6%

118 of 147

Threadneedle American Select Ret Net Acc GBX

13.1%

2.5

-4.2%

119 of 147

Old Mutual Threadneedle American Select A Acc

13.0%

2.4

-4.1%

120 of 147

Morgan Stanley US Growth AX GBP

12.9%

4.2

-11.9%

121 of 147

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

12.2%

2.3

-3.2%

122 of 147

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

11.8%

3.6

-8.4%

123 of 147

Wellington US Capital Appreciation Eq Pfl T GBP

11.1%

3.8

-5.9%

124 of 147

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

11.1%

2.7

-3.8%

125 of 147

Brown Advisory American A GBP

10.7%

2.5

-3.1%

126 of 147

VT De Lisle America B Acc GBP

10.3%

3.0

-7.1%

127 of 147

GAM Star GAMCO US Equity GBP Inc

10.2%

2.8

-3.2%

128 of 147

Brown Advisory US Equity Value GBP A

10.2%

2.4

-4.0%

129 of 147

Barclays GA - US Value M Inc GBP

10.0%

2.3

-3.7%

130 of 147

Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

10.0%

3.1

-4.4%

131 of 147

Melchior North American Opportunities GBP A Acc

9.9%

4.6

-7.6%

132 of 147

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

9.8%

3.6

-10.2%

133 of 147

BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

9.8%

2.1

-4.4%

134 of 147

EV Intl (Ireland) US Value A2 GBP

9.7%

2.3

-2.9%

135 of 147

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

9.5%

2.9

-5.7%

136 of 147

Neptune US Opportunities A Acc GBP

9.2%

3.4

-8.6%

137 of 147

GAM Star Capital Appreciation US Equity GBP Inc

8.7%

3.8

-6.0%

138 of 147

FF & P US All Cap Value Equity

8.7%

3.3

-5.4%

139 of 147

Calamos US Growth A GBP Acc

8.3%

3.4

-6.3%

140 of 147

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

7.0%

2.4

-2.8%

141 of 147

Neuberger Berman US Multi Cap Opp GBP1 I Dist

6.4%

2.6

-4.2%

142 of 147

AllianceBernstein-Select Absolute Alpha Pf S GBP H

Currency exposure is hedged

Currency exposure is hedged

5.1%

1.4

-1.9%

143 of 147

Nemesis USA Value - GBP Adviser Dist

4.7%

4.0

-7.6%

144 of 147

GAM North American Growth Acc

4.6%

2.8

-3.8%

145 of 147

Fourpoints Funds - America D

2.5%

2.5

-3.8%

146 of 147

The Greenwich Sterling Class 1

-4.6%

4.6

-11.3%

147 of 147

Citi Equity Balanced-Beta UK C GBP

-5.0%

2.7

-7.5%

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

Artemis US Equity I GBP

Artemis US Select I GBP

DB Platinum IV CROCI US R0C-G

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

Show more funds
Citywire Discovery Source: Citywire Discovery 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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