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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 15.5% (30 September 2013 - 30 September 2014)
Total Return Standard Deviation Max Drawdown
1 of 144

FF & P US All Cap Value Equity

44.2%

4.4

-3.7%

2 of 144

Janus Opportunistic Alpha U GBP Acc

24.6%

2.9

-2.7%

3 of 144

Jupiter JGF North American Equities L GBP

23.7%

2.9

-1.5%

4 of 144

Edgewood L Select US Select Growth I GBP

23.2%

3.0

-4.7%

5 of 144

JPM US Equity Plus A Dis GBP

22.3%

3.1

-3.5%

6 of 144

Thesis Eldon Acc

22.2%

4.0

-8.5%

7 of 144

F&C North American 1 Acc

22.1%

1.9

-2.1%

8 of 144

M&G North American Value A Inc

21.8%

2.7

-1.1%

9 of 144

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

21.6%

2.6

-4.2%

10 of 144

Scottish Widows HIFML North Amer 1

21.6%

2.6

-2.2%

11 of 144

Fidelity Inst America Acc

20.7%

2.2

-1.9%

12 of 144

Fidelity American Special Situations Acc

20.7%

1.9

-1.6%

13 of 144

Halifax North American C

20.2%

2.0

-2.5%

14 of 144

Fidelity Funds - America A-GBP

20.0%

2.1

-1.2%

15 of 144

JPM US Select I Acc

20.0%

1.9

-2.1%

16 of 144

Dodge & Cox Worldwide US Stock GBP

20.0%

2.2

-2.2%

17 of 144

Fidelity Index US A Acc

19.9%

2.3

-3.0%

18 of 144

New Capital US Growth C

19.7%

2.9

-3.5%

19 of 144

JPM US Select Equity Plus A Dis GBP

19.6%

2.5

-3.2%

20 of 144

HSBC MERIT US Equity Inst A Acc

19.4%

1.9

-2.4%

20 of 144

Goldman Sachs US CORE Equity Pf R GBP (Snap)

19.4%

2.3

-2.6%

22 of 144

Threadneedle American Retail Net Acc GBX

19.3%

2.7

-2.7%

23 of 144

Old Mutual North American Equity A Acc

19.3%

2.1

-1.6%

24 of 144

INTECH US Core U GBP Acc

19.2%

2.7

-2.1%

25 of 144

Principal GI US Equity I Acc GBP

19.2%

2.4

-2.3%

26 of 144

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

Currency exposure is hedged

Currency exposure is hedged

19.1%

3.3

-4.3%

27 of 144

Schroder QEP US Core I Dis

18.9%

2.4

-3.7%

28 of 144

Fidelity FAST US Y-ACC-GBP

18.9%

2.1

-1.0%

29 of 144

Pioneer SICAV US Fundamental Growth N No Dis GBP

18.8%

2.5

-3.3%

30 of 144

Aviva Investors US Equity MoM SC 1

18.6%

2.1

-2.1%

31 of 144

JPM US Equity A Dis GBP

18.6%

2.8

-4.4%

32 of 144

AXA Rosenberg American R Acc

18.4%

1.8

-2.3%

33 of 144

BlackRock US Dynamic A Inc

18.2%

2.4

-2.7%

34 of 144

JPM US A Acc

18.2%

2.3

-3.4%

35 of 144

Scottish Widows HIFML US Strategic 1

18.0%

1.8

-1.4%

35 of 144

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

18.0%

2.5

-2.5%

37 of 144

JPM US Select Equity C Dis GBP

18.0%

2.6

-2.5%

38 of 144

Legg Mason US Equity A

17.7%

1.6

-1.7%

39 of 144

Kames American Equity Acc B

17.6%

1.7

-2.2%

40 of 144

Vulcan Value Equity GBP Acc

17.6%

2.8

-4.3%

41 of 144

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

17.6%

2.4

-3.2%

42 of 144

JPM Highbridge US STEEP A Dis GBP

17.5%

2.2

-2.6%

43 of 144

BGF US Flexible Equity A4RF GBP

17.5%

2.4

-3.0%

44 of 144

Legg Mason Opportunity Pr Dis A GBP

17.4%

3.6

-4.4%

45 of 144

Standard Life Inv North America Acc

17.4%

2.0

-1.7%

46 of 144

Russell IC II US Value I Acc

17.1%

2.5

-2.9%

47 of 144

Vanguard US Fundamental Value Inv GBP

17.1%

2.5

-3.2%

48 of 144

Delaware Investments US Large Cap Growth I GBP

17.1%

2.7

-3.8%

49 of 144

SEI SGMF US Large Companies GBP Inst

17.0%

2.5

-2.9%

50 of 144

UBS US Equity B

17.0%

1.7

-1.4%

51 of 144

Capital Group US Growth and Inc (LUX) B GBP

16.9%

2.3

-2.9%

52 of 144

Delaware Investments US Large Cap Value F GBP

16.8%

2.8

-3.6%

53 of 144

Invesco Perpetual US Equity Acc

16.7%

2.1

-1.9%

54 of 144

St James's Place North American Acc

16.7%

1.8

-1.6%

55 of 144

EV Intl (Ireland) US Value A2 GBP

16.6%

2.5

-2.9%

56 of 144

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

16.6%

3.5

-6.7%

57 of 144

UBS US Growth Acc A

16.6%

2.8

-6.3%

58 of 144

GAM Star US All Cap Eq GBP Ordinary Acc

16.4%

2.4

-1.9%

59 of 144

CIS US Growth Trust

16.4%

1.7

-1.3%

60 of 144

Henderson US Growth Ret Acc

16.4%

3.2

-8.0%

61 of 144

Martin Currie North American A

16.4%

2.6

-2.5%

62 of 144

MGI US Equity Z-1 GBP

16.3%

2.5

-2.9%

63 of 144

Henderson Inst North American Enhanced Equity A Ac

16.3%

1.8

-2.2%

64 of 144

BGF US Basic Value A2 GBP

16.3%

2.4

-3.9%

65 of 144

Barclays US Alpha (2) A Acc

16.3%

2.2

-2.4%

66 of 144

Standard Life Inv American Equity Unconst Ret Acc

16.2%

2.0

-2.1%

67 of 144

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

16.1%

2.8

-3.8%

67 of 144

Allianz US Equity A Acc

16.1%

1.8

-2.5%

69 of 144

Loomis Sayles US Equity Leaders Fund N/A GBP

16.0%

2.5

-3.2%

69 of 144

PSigma American Ret Acc

16.0%

2.0

-1.5%

71 of 144

NatWest North American Equity S2 Inc

15.7%

2.5

-2.3%

72 of 144

Russell IC US Equity I Acc

15.6%

2.4

-2.9%

73 of 144

Adam & Co North American Equity S8 Inc

15.6%

2.5

-2.3%

74 of 144

Cavendish North American A GBP Inc

15.6%

1.9

-2.2%

75 of 144

Scottish Widows HIFML US Focus 1

15.6%

2.0

-2.9%

76 of 144

Robeco US Large Cap Equities IE GBP

15.5%

2.6

-2.7%

77 of 144

Threadneedle American Select Ret Net Acc GBX

15.5%

2.7

-4.2%

78 of 144

Goldman Sachs US Equity Pf Other Curr GBP

15.4%

2.5

-2.8%

79 of 144

Martin Currie GF North American GBP

15.3%

2.5

-2.5%

80 of 144

Brandes US Equities GBP A

15.0%

2.1

-1.6%

81 of 144

AXA Framlington American Growth R Acc

14.9%

2.8

-6.1%

81 of 144

Morgan Stanley US Growth AX GBP

14.9%

4.4

-11.9%

83 of 144

Old Mutual Threadneedle American Select A Acc

14.9%

2.3

-4.1%

83 of 144

Neuberger Berman US Multi Cap Opp GBP1 I Dis

14.9%

2.9

-4.2%

85 of 144

Investec American A Acc Net GBP

14.8%

2.4

-2.3%

86 of 144

Scottish Widows American Growth A Acc

14.8%

1.9

-2.4%

87 of 144

Scottish Mutual North American Acc

14.7%

2.0

-3.0%

88 of 144

JPM US Value A Dis GBP

14.6%

2.4

-2.2%

89 of 144

AXA WF Framlington American Growth A GBP

14.6%

3.2

-5.7%

90 of 144

Russell IC II Us Grwth I Acc

14.5%

2.8

-3.6%

91 of 144

Fidelity American

14.5%

2.6

-4.6%

92 of 144

Polar Capital North American I GBP Inc

14.4%

2.4

-3.6%

93 of 144

BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

14.4%

2.4

-4.4%

94 of 144

MFS Meridian Funds US Value I1 GBP

14.2%

2.5

-3.5%

95 of 144

Franklin Mutual Shares A Acc

14.1%

1.7

-2.6%

95 of 144

Harris Associates Concentrated US Equity Fund SAG

14.1%

3.2

-5.2%

97 of 144

Nordea 1 - North American All Cap Fund BP GBP

14.1%

2.9

-4.0%

98 of 144

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

14.1%

2.9

-5.1%

99 of 144

JPM US Growth A Dis GBP

14.0%

3.0

-6.8%

100 of 144

Goldman Sachs US Focused Growth Eq Pf R GBP

14.0%

2.9

-4.8%

101 of 144

PrivilEdge - Sands US Growth (GBP) IA

13.8%

3.9

-11.5%

102 of 144

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

13.8%

2.8

-3.1%

103 of 144

Brown Advisory US Equity Value GBP A

13.8%

2.7

-4.0%

104 of 144

The Boston Company US Opportunities Fund GBP Inc

13.6%

2.7

-6.6%

105 of 144

Barclays GA - US Value M Inc GBP

13.4%

2.1

-2.9%

106 of 144

MFS Meridian Funds US Concentrated Growth I1 GBP

13.3%

2.6

-2.1%

107 of 144

SWIP North American A Acc

13.2%

2.1

-2.5%

108 of 144

Nordea 1 - North American Value BP GBP

13.1%

2.3

-4.2%

108 of 144

Ignis American Growth Acc

13.1%

2.4

-5.0%

110 of 144

Franklin US Opportunities A (Ydis) GBP

12.9%

3.4

-8.3%

111 of 144

Edmond de Rothschild US Value & Yield L

12.9%

2.4

-2.7%

112 of 144

Franklin US Opportunities GBP A Acc

12.8%

3.2

-9.3%

113 of 144

Montag & Caldwell US Equity Large Cap Growth G

12.8%

2.6

-3.2%

114 of 144

Neuberger Berman US Large Cap Growth GBP Inst Dis

Currency exposure is hedged

Currency exposure is hedged

12.5%

3.0

-4.4%

115 of 144

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

12.4%

3.5

-8.4%

116 of 144

Old Mutual Schroder US Mid Cap A Acc

12.3%

2.0

-2.5%

117 of 144

CF Canlife North American B Acc

12.2%

1.7

-2.9%

118 of 144

Lloyds Investment North American GBP

11.7%

2.0

-2.6%

119 of 144

Wellington US Capital Appreciation Eq Pfl T GBP

11.7%

3.7

-5.9%

119 of 144

AllianceBernstein-Select Absolute Alpha Pf S GBP H

Currency exposure is hedged

Currency exposure is hedged

11.7%

1.6

-1.9%

121 of 144

GLG American Growth Retail Acc A GBP

11.6%

2.5

-5.9%

122 of 144

Heptagon Yacktman US Equity I GBP Inc

11.6%

2.3

-2.7%

123 of 144

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

11.5%

3.2

-7.4%

124 of 144

M&G American A Inc

11.5%

2.6

-2.5%

125 of 144

Baillie Gifford American C Acc

11.4%

2.6

-3.4%

126 of 144

BBH Luxembourg Funds - Core Select RI GBP

11.2%

2.2

-2.9%

127 of 144

Calamos US Growth A GBP Acc

11.0%

3.3

-6.3%

128 of 144

Aberdeen North American Equity A Acc

10.9%

1.8

-3.1%

129 of 144

Smith & Williamson North American Trust

10.8%

2.0

-2.6%

130 of 144

Marlborough US Multi-Cap Income

10.6%

2.4

-4.0%

131 of 144

Aberdeen Global - North American Equity D2 Acc GBP

10.4%

1.7

-3.1%

132 of 144

Brown Advisory American A GBP

9.5%

2.5

-3.1%

133 of 144

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

9.3%

2.4

-2.8%

134 of 144

GAM Star Capital Appreciation US Equity GBP Inc

8.9%

3.7

-6.0%

135 of 144

CF Miton US Opportunities A Acc

8.6%

1.6

-2.0%

136 of 144

GAM North American Growth Acc

8.2%

3.0

-3.8%

137 of 144

Nemesis USA Value - GBP Adviser Dist

7.7%

4.2

-7.6%

138 of 144

Neptune US Opportunities A Acc GBP

7.2%

3.1

-8.6%

139 of 144

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

6.1%

3.6

-10.2%

140 of 144

GAM Star GAMCO US Equity GBP Inc

4.2%

2.4

-3.2%

141 of 144

Fourpoints Funds - America D

3.8%

2.9

-3.8%

142 of 144

Melchior North American Opportunities GBP A Acc

3.2%

4.5

-7.6%

143 of 144

VT De Lisle America B Acc GBP

2.6%

2.2

-7.1%

144 of 144

Citi Equity Balanced-Beta UK C GBP

2.2%

3.0

-4.8%

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

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

FP Omnis US Equity A

JPM America Equity A Net Acc

Majedie Asset Management US Equity A Acc GBP

Morgan Stanley US Advantage ZX GBP

Old Mutual North American Equity S Acc

T Rowe US Large Cap Equity Q GBP

The Greenwich Sterling Class 1

The Westchester 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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