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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 19.4% (31 January 2014 - 31 January 2015)
Total Return Standard Deviation Max Drawdown
1 of 149

Janus Opportunistic Alpha U GBP Acc

30.9%

3.0

-2.7%

2 of 149

Fidelity American Special Situations A Acc

30.2%

1.8

-0.8%

3 of 149

F&C North American 1 Acc

29.0%

1.9

-0.3%

4 of 149

Aviva Investors US Equity MoM 1

28.6%

1.9

-0.9%

5 of 149

Old Mutual North American Equity A Acc

28.3%

1.9

-0.3%

6 of 149

Old Mutual North American Equity S Acc

28.1%

1.9

-0.1%

7 of 149

Nordea 1 - North American Value BP GBP

27.7%

2.0

-1.3%

8 of 149

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

27.6%

2.1

-0.5%

9 of 149

Goldman Sachs US CORE Equity Pf R GBP (Snap)

27.4%

2.0

-1.2%

10 of 149

Halifax North American C

27.2%

1.7

0%

11 of 149

Fidelity FAST US Y-ACC-GBP

27.1%

2.2

-0.8%

12 of 149

Scottish Widows HIFML US Strategic 1

27.0%

2.3

-1.0%

13 of 149

Barclays US Alpha A Acc

26.9%

2.2

-1.8%

14 of 149

JPM US Equity A Dis GBP

26.5%

2.2

-1.6%

15 of 149

Pioneer SICAV US Fundamental Growth N No Dis GBP

26.5%

2.3

-0.7%

16 of 149

Scottish Widows HIFML North Amer 1

26.1%

2.1

-1.0%

17 of 149

JPM US Select I Acc

26.1%

1.7

-0.9%

18 of 149

JPM US A Acc

25.9%

2.1

-0.6%

19 of 149

Fidelity Inst America Acc

25.8%

1.9

-1.1%

20 of 149

Fidelity Funds - America A-GBP

25.8%

2.3

-0.9%

21 of 149

AXA Rosenberg American R Acc

25.4%

1.6

0%

22 of 149

HSBC MERIT US Equity Inst A Acc

25.2%

1.5

0%

23 of 149

Standard Life Inv North America Acc

25.1%

2.0

-1.2%

24 of 149

RIC II US Quant I Acc

25.1%

2.3

-1.2%

25 of 149

Fidelity Index US A Acc

25.0%

1.6

0%

26 of 149

INTECH US Core U GBP Acc

24.7%

2.4

-1.6%

27 of 149

Principal GI US Equity I Acc GBP

24.5%

2.1

-2.3%

28 of 149

Standard Life Inv American Equity Unconst Ret Acc

24.3%

2.1

-2.1%

29 of 149

Edgewood L Select US Select Growth I GBP

24.1%

3.3

-4.7%

30 of 149

Schroder QEP US Core I Dis

24.1%

1.6

-0.2%

31 of 149

Vulcan Value Equity GBP

24.0%

2.5

-1.2%

32 of 149

JPM US Equity Plus A (perf) Dis GBP

24.0%

2.7

-2.6%

33 of 149

UBS US Equity B

24.0%

2.2

-1.4%

34 of 149

Capital Group US Growth and Inc (LUX) B GBP

23.9%

1.9

-1.1%

34 of 149

JPM US Select Equity Plus A (perf) Dis GBP

23.9%

2.4

-2.6%

36 of 149

CIS US Growth Trust

23.9%

2.2

-1.3%

37 of 149

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

23.6%

2.8

-3.1%

38 of 149

T Rowe US Large Cap Equity Q GBP

23.6%

2.1

-1.7%

39 of 149

JPM US Select Equity C Dis GBP

23.5%

2.3

-2.4%

40 of 149

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

23.5%

2.0

-0.5%

41 of 149

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

23.0%

2.2

-0.7%

42 of 149

T Rowe US Large Cap Value Equity Q GBP

22.9%

1.8

-1.1%

43 of 149

Goldman Sachs US Focused Growth Eq Pf R GBP

22.9%

3.0

-4.8%

44 of 149

CF Canlife North American B Acc

22.8%

1.6

-0.1%

45 of 149

Allianz US Equity A Acc

22.7%

1.8

-0.2%

46 of 149

Delaware Investments US Large Cap Value F GBP

22.6%

2.0

-1.9%

47 of 149

The Westchester Sterling Class 1

22.6%

3.4

-7.4%

48 of 149

Ignis American Growth Acc

22.6%

2.7

-5.0%

49 of 149

St James's Place North American Acc

22.5%

2.0

-1.2%

50 of 149

Investec American A Acc Net GBP

22.4%

1.8

-0.3%

51 of 149

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

22.3%

3.6

-6.7%

52 of 149

Goldman Sachs US Equity Pf Other Curr GBP

22.1%

2.3

-2.4%

53 of 149

Threadneedle American Retail Net Acc GBX

22.1%

2.1

-2.7%

54 of 149

SEI SGMF US Large Companies GBP Inst

21.8%

2.2

-1.6%

54 of 149

Henderson Inst North American Enhanced Equity A Ac

21.8%

1.7

0%

56 of 149

Old Mutual Schroder US Mid Cap A Acc

21.6%

2.2

-2.5%

57 of 149

Loomis Sayles US Equity Leaders Fund N/A GBP

21.6%

2.4

-3.2%

58 of 149

Polar Capital North American I GBP Inc

21.6%

2.2

-1.5%

59 of 149

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

21.5%

2.6

-4.2%

60 of 149

Scottish Widows American Growth A Acc

21.4%

1.7

-0.3%

61 of 149

BlackRock US Dynamic A Inc

21.2%

2.0

-1.7%

62 of 149

MFS Meridian Funds US Concentrated Growth I1 GBP

21.2%

2.6

-1.9%

63 of 149

JPM US Value A Dis GBP

21.1%

2.3

-1.8%

63 of 149

Harris Associates Concentrated US Equity Fund SAG

21.1%

3.0

-2.8%

65 of 149

Legg Mason US Equity A

21.1%

2.1

-1.0%

66 of 149

Russell US Equity P Inc

20.7%

2.1

-1.5%

67 of 149

AXA Framlington American Growth R Acc

20.5%

2.7

-6.1%

68 of 149

AXA WF Framlington American Growth A GBP

20.4%

3.1

-5.7%

68 of 149

Kames American Equity Acc B

20.4%

1.5

0%

70 of 149

MGI US Equity Z-1 GBP

20.4%

2.5

-2.9%

70 of 149

Scottish Mutual North American Acc

20.4%

2.1

-3.0%

72 of 149

DB Platinum IV CROCI US R0C-G

20.3%

2.8

-3.1%

73 of 149

MFS Meridian Funds US Value I1 GBP

20.2%

2.1

-1.3%

74 of 149

Scottish Widows HIFML US Focus 1

20.2%

2.0

-0.8%

75 of 149

Henderson US Growth Ret Acc

20.1%

3.2

-8.0%

76 of 149

BGF US Flexible Equity A4RF GBP

19.9%

2.3

-3.0%

77 of 149

JPM US Growth A Dis GBP

19.7%

3.0

-6.8%

78 of 149

JPM Highbridge US STEEP A (perf) Dis GBP

19.7%

2.5

-2.0%

79 of 149

M&G American A Inc

19.5%

2.3

-2.2%

80 of 149

Franklin Mutual Shares A Acc

19.4%

1.3

0%

81 of 149

Miton American Ret Acc

19.2%

1.9

-1.5%

82 of 149

Cavendish North American A GBP Inc

19.2%

1.9

-0.6%

83 of 149

Brandes US Equities GBP A

19.0%

2.2

-1.6%

84 of 149

M&G North American Value A Inc

19.0%

2.1

-1.8%

85 of 149

Heptagon Yacktman US Equity I GBP Inc

18.6%

2.3

-1.6%

86 of 149

Martin Currie North American A

18.6%

2.3

-1.9%

87 of 149

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

18.5%

3.1

-7.4%

88 of 149

Fidelity American

18.5%

2.5

-4.6%

89 of 149

UBS US Growth Acc A

18.4%

3.0

-6.3%

90 of 149

Montag & Caldwell US Equity Large Cap Growth G

18.3%

2.3

-2.3%

91 of 149

Baillie Gifford American A Acc

18.3%

2.6

-3.6%

92 of 149

NatWest North American Equity S2 Inc

18.2%

2.2

-2.1%

93 of 149

Adam & Co North American Equity S8 Inc

18.1%

2.2

-2.1%

94 of 149

BGF US Basic Value A2 GBP

18.0%

1.8

-2.1%

95 of 149

Robeco US Large Cap Equities IE GBP

18.0%

2.5

-2.7%

96 of 149

Martin Currie GF North American GBP

17.8%

2.2

-1.9%

97 of 149

Dodge & Cox Worldwide US Stock GBP

17.7%

2.3

-2.5%

98 of 149

Marlborough US Multi-Cap Income

17.7%

1.9

-1.8%

99 of 149

Vanguard US Fundamental Value Inv GBP

17.7%

2.3

-3.3%

100 of 149

Franklin US Opportunities A (Ydis) GBP

17.6%

3.7

-8.3%

101 of 149

Invesco Perpetual US Equity Acc

17.4%

2.2

-1.9%

102 of 149

Nordea 1 - North American All Cap Fund BP GBP

17.2%

2.2

-1.8%

103 of 149

BBH Luxembourg Funds - Core Select RI GBP

17.1%

1.9

-1.7%

104 of 149

Aberdeen North American Equity A Acc

17.0%

1.6

-0.6%

105 of 149

Franklin US Opportunities GBP A Acc

17.0%

3.4

-9.3%

106 of 149

Aberdeen Global - North American Equity D2 Acc GBP

16.7%

1.6

-0.6%

107 of 149

Edmond de Rothschild US Value & Yield L

16.6%

2.4

-2.0%

108 of 149

Aberdeen Northern American Equity A Acc

16.5%

2.0

-2.5%

109 of 149

Jupiter JGF North American Equities L GBP A Inc

16.2%

1.6

-1.6%

110 of 149

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

16.1%

3.5

-8.4%

111 of 149

JPM America Equity A Net Acc

16.0%

2.2

-4.3%

112 of 149

Legg Mason Opportunity Pr Dis A GBP

15.9%

4.2

-4.4%

113 of 149

Wellington US Capital Appreciation Eq Pfl T GBP

15.9%

3.6

-5.9%

114 of 149

Melchior North American Opportunities GBP A Acc

15.9%

4.2

-7.6%

115 of 149

VT De Lisle America B Acc GBP

15.8%

2.7

-3.9%

116 of 149

GAM Star US All Cap Eq GBP Ordinary Acc

15.4%

2.2

-1.9%

117 of 149

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

Currency exposure is hedged

Currency exposure is hedged

15.4%

3.5

-4.3%

118 of 149

GLG American Growth Retail Acc A GBP

15.4%

2.7

-5.9%

119 of 149

CF Miton US Opportunities A Acc

15.3%

1.7

-2.0%

119 of 149

Threadneedle American Select Ret Net Acc GBX

15.3%

2.4

-4.2%

121 of 149

Smith & Williamson North American Trust

14.9%

2.2

-2.5%

122 of 149

Brown Advisory US Equity Value GBP A

14.6%

1.9

-2.1%

123 of 149

New Capital US Growth C

14.5%

2.8

-3.5%

124 of 149

The Boston Company US Opportunities Fund GBP Inc

14.3%

2.7

-6.6%

125 of 149

PrivilEdge - Sands US Growth (GBP) IA

14.3%

4.0

-11.5%

126 of 149

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

14.2%

3.6

-10.2%

127 of 149

Old Mutual Threadneedle American Select A Acc

14.2%

2.3

-4.1%

128 of 149

GAM Star Capital Appreciation US Equity GBP Inc

13.6%

3.6

-6.0%

129 of 149

Brown Advisory American A GBP

13.5%

2.2

-3.1%

130 of 149

Neptune US Opportunities A Acc GBP

13.2%

3.3

-8.6%

131 of 149

Morgan Stanley US Growth AX GBP

12.9%

4.2

-11.9%

132 of 149

Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

12.6%

2.9

-3.7%

133 of 149

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

12.4%

2.3

-3.2%

134 of 149

GAM Star GAMCO US Equity GBP Inc

11.5%

2.6

-2.5%

135 of 149

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

10.9%

2.7

-4.0%

136 of 149

Thesis Eldon Acc

10.9%

3.6

-8.5%

137 of 149

EV Intl (Ireland) US Value A2 GBP

10.1%

2.2

-2.5%

138 of 149

BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

9.7%

2.1

-4.5%

139 of 149

Barclays GA - US Value M Inc GBP

9.5%

2.3

-3.7%

140 of 149

GAM North American Growth Acc

9.4%

2.6

-3.8%

141 of 149

Calamos US Growth A GBP Acc

8.4%

3.4

-6.3%

142 of 149

FF & P US All Cap Value Equity

8.1%

3.4

-5.4%

143 of 149

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

6.7%

2.4

-2.8%

144 of 149

AllianceBernstein-Select Absolute Alpha Pf S GBP H

Currency exposure is hedged

Currency exposure is hedged

5.9%

1.3

-1.4%

145 of 149

Fourpoints Funds - America D

5.7%

2.4

-3.8%

146 of 149

Neuberger Berman US Multi Cap Opp GBP1 I Dist

5.6%

2.7

-5.5%

147 of 149

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

5.2%

3.3

-8.3%

148 of 149

Nemesis USA Value - GBP Adviser Dist

2.5%

4.3

-10.5%

149 of 149

Citi Equity Balanced-Beta UK C GBP

1.8%

3.0

-7.5%

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

Allianz Best Styles US Equity - RT - GBP

Artemis US Equity I GBP

Artemis US Select I GBP

FP Omnis US Equity A

Legg Mason Clearbridge Value A Dis A GBP

Majedie Asset Management US Equity A Acc GBP

Morgan Stanley US Advantage ZX GBP

OYSTER US Selection R GBP2 D

Pareturn Smead US Value Fund - I GBP Cap

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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