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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 17.0% (31 July 2014 - 31 July 2015)
Total Return Standard Deviation Max Drawdown
1 of 154

Legg Mason Opportunity Pr Dis A GBP

31.3%

4.4

-3.7%

2 of 154

Morgan Stanley US Advantage ZX GBP

30.9%

3.1

-5.2%

3 of 154

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

30.2%

3.5

-4.5%

4 of 154

The Westchester Sterling Class 1

29.2%

3.8

-6.3%

5 of 154

AXA WF Framlington American Growth A GBP

29.1%

3.3

-4.5%

6 of 154

Franklin US Opportunities A (Ydis) GBP

28.8%

3.6

-4.7%

7 of 154

JPM US Growth A Dis GBP

28.7%

2.6

-2.1%

8 of 154

T Rowe US Blue Chip Equity Q GBP

27.9%

3.3

-6.2%

9 of 154

Edgewood L Select US Select Growth I GBP

27.4%

3.7

-3.5%

10 of 154

Nuveen Winslow Large-Cap Growth I GBP

27.1%

3.3

-4.7%

11 of 154

Pioneer SICAV US Fundamental Growth N No Dis GBP

26.8%

3.2

-4.5%

12 of 154

T Rowe US Large Cap Growth Equity Q GBP

26.7%

3.3

-6.3%

13 of 154

Loomis Sayles US Equity Leaders Fund N/A GBP

26.0%

3.3

-5.8%

14 of 154

AXA Framlington American Growth R Acc

25.9%

3.3

-6.1%

15 of 154

Franklin US Opportunities GBP A Acc

25.7%

3.4

-5.8%

16 of 154

Pareturn Smead US Value Fund I-B GBP Cap

25.6%

3.2

-4.7%

17 of 154

Morgan Stanley US Growth AX GBP

25.3%

2.9

-2.0%

18 of 154

T Rowe US Large Cap Equity Q GBP

24.0%

3.1

-5.5%

19 of 154

Majedie Asset Management US Equity A Acc GBP

23.8%

2.9

-3.4%

20 of 154

Fidelity American Special Situations A Acc

23.5%

2.8

-4.8%

21 of 154

Old Mutual Schroder US Mid Cap A Acc

23.5%

3.1

-4.9%

22 of 154

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

23.5%

3.0

-5.2%

23 of 154

Baillie Gifford American A Acc

23.2%

3.2

-6.4%

24 of 154

Fidelity FAST US Y-ACC-GBP

22.9%

2.7

-5.4%

25 of 154

Montag & Caldwell US Equity Large Cap Growth G

22.7%

3.0

-4.8%

26 of 154

SLI Ignis American Growth Acc

22.3%

3.5

-5.6%

27 of 154

Melchior North American Opportunities GBP A Acc

22.1%

3.8

-4.3%

28 of 154

Scottish Widows HIFML US Strategic 1

22.0%

3.7

-6.8%

29 of 154

Fidelity Funds - America A-GBP

21.8%

3.0

-4.8%

30 of 154

Goldman Sachs US Focused Growth Eq Pf R GBP

21.6%

3.2

-6.8%

31 of 154

INTECH US Core U GBP Acc

21.6%

3.6

-7.0%

32 of 154

RIC II US Quant I Acc

21.6%

3.2

-5.6%

33 of 154

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

21.5%

3.0

-6.2%

34 of 154

Fidelity Inst America Acc

21.4%

2.8

-4.7%

35 of 154

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

21.3%

3.4

-5.6%

36 of 154

Old Mutual North American Equity A Acc

21.1%

3.3

-6.8%

37 of 154

Polar Capital North American I GBP Inc

20.8%

3.3

-6.3%

38 of 154

UBS US Growth Acc A

20.8%

3.4

-7.1%

39 of 154

UBS US Equity B

20.8%

3.4

-5.9%

40 of 154

Royal London US Growth Trust A Inc

20.7%

3.4

-5.9%

41 of 154

Standard Life Inv North America Acc

20.7%

3.1

-5.4%

42 of 154

Omnis US Equity A

20.6%

3.3

-6.5%

43 of 154

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

20.6%

3.3

-6.2%

44 of 154

SEI SGMF US Large Companies GBP Inst

20.5%

3.1

-5.5%

45 of 154

Aviva Investors US Equity MoM 1

20.2%

3.4

-8.4%

45 of 154

The Boston Company US Opportunities GBP Inc

20.2%

2.8

-3.6%

47 of 154

St James's Place North American Acc

20.1%

3.1

-4.7%

48 of 154

MFS Meridian Funds-US Concentrated Growth I1 GBP

19.9%

3.3

-6.5%

49 of 154

MGI US Equity Z-1 GBP

19.9%

3.1

-5.1%

50 of 154

New Capital US Growth GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

19.8%

2.8

-2.3%

51 of 154

Old Mutual North American Equity S Acc

19.8%

3.3

-7.1%

52 of 154

Janus Opportunistic Alpha U GBP Acc

19.7%

4.8

-10.7%

53 of 154

Standard Life Inv American Equity Unconst Ret Acc

19.5%

3.4

-5.7%

54 of 154

JPM US Select Equity Plus A (perf) Dis GBP

19.4%

2.8

-3.3%

54 of 154

Scottish Mutual North American Acc

19.4%

3.1

-5.4%

56 of 154

Scottish Widows HIFML North Amer 1

19.3%

3.0

-6.1%

57 of 154

Vanguard US Equity Common Contractual B Acc

19.2%

2.8

-5.2%

58 of 154

JPM US Select Equity C Dis GBP

19.0%

2.7

-3.4%

59 of 154

MFS Meridian Funds-US Value I1 GBP

18.8%

2.9

-5.2%

60 of 154

JPM US Equity Plus A (perf) Dis GBP

18.8%

3.1

-4.3%

61 of 154

JPM US Select I Acc

18.7%

3.2

-7.0%

62 of 154

AllianceBernstein-Concentrated US Eqty Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

18.6%

3.3

-4.6%

63 of 154

Threadneedle American Retail Net Acc GBX

18.5%

3.0

-5.5%

64 of 154

Pictet-US Equity Selection-I GBP

18.5%

3.3

-6.3%

65 of 154

Fidelity Index US A Acc

18.4%

2.8

-5.7%

66 of 154

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

18.3%

3.1

-6.2%

67 of 154

Wellington US Capital Appreciation Eq Pfl T GBP

18.2%

3.4

-5.3%

67 of 154

Russell US Equity P Inc

18.2%

2.8

-4.8%

69 of 154

PrivilEdge - Sands US Growth (GBP) IA

18.2%

3.0

-5.7%

70 of 154

CF Miton US Opportunities A Acc

18.1%

3.1

-6.5%

71 of 154

JPM America Equity A Net Acc

18.1%

3.1

-6.9%

72 of 154

JPM US Equity A Dis GBP

17.9%

2.9

-4.2%

73 of 154

Legg Mason Martin Currie GF North American GBP

17.7%

3.0

-4.9%

74 of 154

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

17.6%

3.0

-5.8%

75 of 154

Principal GI US Equity I Acc GBP

17.6%

3.2

-6.6%

76 of 154

BlackRock US Dynamic A Inc

17.4%

2.8

-5.2%

77 of 154

JPM US A Acc

17.2%

3.4

-7.0%

78 of 154

Halifax North American C

17.2%

3.2

-7.4%

79 of 154

Schroder QEP US Core I Dis

17.1%

2.8

-5.9%

80 of 154

Goldman Sachs US CORE Equity Pf R GBP (Snap)

17.1%

3.1

-7.4%

81 of 154

Scottish Widows HIFML US Focus 1

17.0%

3.1

-5.7%

82 of 154

Fidelity American

16.9%

3.5

-7.9%

83 of 154

Henderson US Growth Ret Acc

16.9%

3.0

-7.1%

84 of 154

Goldman Sachs US Equity Pf OCS GBP

16.7%

2.8

-6.1%

85 of 154

BGF US Flexible Equity A4RF GBP

16.6%

2.9

-6.1%

86 of 154

HSBC MERIT US Equity Inst A Acc

16.6%

3.1

-6.9%

87 of 154

F&C North American 1 Acc

16.5%

3.3

-8.4%

88 of 154

Adam & Co North American Equity S8 Inc

16.4%

2.9

-5.7%

89 of 154

NatWest North American Equity S2 Inc

16.3%

2.9

-5.6%

90 of 154

Cavendish North American A GBP Inc

16.3%

3.0

-6.6%

91 of 154

M&G North American Dividend A Inc

16.2%

3.2

-6.9%

92 of 154

Vulcan Value Equity GBP

16.1%

3.1

-5.9%

93 of 154

Nordea 1 - North American Value BP GBP

16.1%

3.4

-7.6%

94 of 154

GAM North American Growth Acc

16.1%

3.9

-7.2%

95 of 154

JPM Highbridge US STEEP A (perf) Dis GBP

16.1%

3.1

-5.1%

95 of 154

GLG American Growth Retail Acc A GBP

16.1%

3.3

-6.7%

97 of 154

Robeco US Large Cap Equities IE GBP

15.8%

2.9

-5.5%

98 of 154

JPM US Value A Dis GBP

15.7%

2.7

-5.0%

99 of 154

VT De Lisle America B Acc GBP

15.7%

3.4

-9.2%

100 of 154

Threadneedle American Select Ret Net Acc GBX

15.6%

2.8

-5.3%

100 of 154

Allianz US Equity A Acc

15.6%

3.0

-5.8%

102 of 154

Dodge & Cox Worldwide US Stock GBP

15.5%

2.7

-3.9%

103 of 154

Calamos US Growth A GBP Acc

15.4%

2.8

-2.8%

104 of 154

Investec American A Acc Net GBP

15.3%

2.9

-6.6%

105 of 154

GAM Star Capital Appreciation US Equity GBP Inc

15.3%

3.4

-5.6%

106 of 154

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

15.0%

2.9

-2.8%

107 of 154

Neptune US Opportunities A Acc GBP

14.9%

3.7

-7.6%

108 of 154

Scottish Widows American Growth A Acc

14.8%

3.1

-7.3%

109 of 154

AXA Rosenberg American R Acc

14.6%

3.2

-7.6%

110 of 154

BBH Luxembourg Funds - Core Select RI GBP

14.6%

2.6

-6.2%

111 of 154

Old Mutual Threadneedle American Select A Acc

14.5%

3.1

-5.8%

112 of 154

Harris Associates Concentrated US Equity Fund SAG

14.3%

3.6

-6.3%

113 of 154

Henderson Inst North American Enhanced Equity A Ac

14.3%

3.0

-6.9%

114 of 154

Brandes US Equities GBP A

14.0%

2.9

-5.9%

115 of 154

Brown Advisory American A GBP

14.0%

2.7

-5.5%

116 of 154

Marlborough US Multi-Cap Income

13.9%

3.4

-9.5%

117 of 154

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

13.8%

3.1

-5.7%

118 of 154

Kames American Equity Acc B

13.7%

3.1

-6.4%

119 of 154

Vanguard US Fundamental Value Inv GBP

13.5%

2.8

-4.1%

120 of 154

PIMCO RAE Fundamental PLUS US InstUnhdgGBP

13.5%

3.1

-6.3%

121 of 154

Delaware Investments US Large Cap Value F GBP

13.2%

3.1

-7.5%

122 of 154

M&G North American Value A Inc

13.1%

2.7

-5.5%

123 of 154

Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

13.0%

3.2

-3.7%

124 of 154

T Rowe US Large Cap Value Equity Q GBP

12.7%

2.9

-7.2%

125 of 154

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

Currency exposure is hedged

Currency exposure is hedged

12.6%

3.2

-4.3%

126 of 154

Legg Mason IF ClearBridge US Equity A

12.5%

3.2

-7.3%

127 of 154

Capital Group US Growth and Inc (LUX) B GBP

12.5%

2.9

-7.4%

128 of 154

GAM Star GAMCO US Equity GBP Inc

12.2%

3.4

-6.2%

129 of 154

BGF US Basic Value A2 GBP

12.0%

2.9

-6.1%

130 of 154

Franklin Mutual Shares A Acc

11.7%

2.7

-6.3%

131 of 154

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

11.7%

2.7

-3.2%

132 of 154

Miton American Ret Acc

11.6%

3.3

-8.4%

133 of 154

Jupiter JGF North American Equities L GBP A Inc

10.7%

2.8

-6.4%

134 of 154

Smith & Williamson North American Trust

10.6%

3.3

-8.8%

135 of 154

Edmond de Rothschild US Value & Yield L

10.5%

3.2

-7.2%

136 of 154

Heptagon Yacktman US Equity I GBP Inc

10.5%

3.1

-7.7%

137 of 154

Invesco Perpetual US Equity Acc

10.0%

2.9

-6.0%

138 of 154

Aberdeen North American Equity A Acc

9.9%

2.9

-7.3%

139 of 154

GAM Star US All Cap Eq GBP Ordinary Acc

9.5%

2.7

-5.9%

140 of 154

Aberdeen Global - North American Equity D2 Acc GBP

9.5%

3.0

-7.5%

141 of 154

DB Platinum IV CROCI US R0C-G

9.4%

4.0

-8.0%

142 of 154

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

9.3%

3.0

-4.0%

143 of 154

CF Canlife North American B Acc

8.3%

2.6

-7.6%

144 of 154

Neuberger Berman US Multi Cap Opp GBP1 I Dist

6.7%

3.1

-5.5%

145 of 154

Thesis Eldon Acc

6.3%

1.8

-2.1%

146 of 154

Brown Advisory US Equity Value GBP A

6.2%

2.2

-5.1%

147 of 154

Nordea 1 - North American All Cap Fund BP GBP

6.0%

2.7

-7.7%

148 of 154

EV Intl (Ireland) US Value A2 GBP

5.7%

2.3

-2.9%

149 of 154

Legg Mason Clearbridge Value A Dis A GBP

3.0%

3.2

-5.6%

150 of 154

Barclays GA - US Value M Inc GBP

0.5%

2.6

-3.7%

151 of 154

Fourpoints Funds - America D

0.3%

3.1

-11.3%

152 of 154

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

-4.4%

2.8

-7.3%

153 of 154

FF & P US All Cap Value Equity

-6.1%

3.9

-12.6%

154 of 154

Nemesis USA Value - GBP Adviser Dist

-7.0%

4.1

-9.6%

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

7IM US Equity Value C Inc

Aberdeen Northern American Equity Enhncd B Acc

Allianz Best Styles US Equity - RT - GBP

Artemis US Equity I GBP

Artemis US Select I GBP Acc

Fidelity Funds - American Growth W-ACC-GBP

Legg Mason IF Martin Currie North Amer A Acc

OYSTER US Selection R GBP2 D

UBS S&P 500 Index J Inc

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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