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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 23.1% (31 March 2014 - 31 March 2015)
Total Return Standard Deviation Max Drawdown
1 of 152

Janus Opportunistic Alpha U GBP Acc

38.9%

2.9

-2.7%

2 of 152

The Westchester Sterling Class 1

34.3%

2.7

-2.4%

3 of 152

Scottish Widows HIFML US Strategic 1

33.3%

2.2

0%

4 of 152

Aviva Investors US Equity MoM 1

32.6%

1.8

-0.7%

5 of 152

Fidelity FAST US Y-ACC-GBP

32.3%

2.1

-0.7%

6 of 152

Old Mutual North American Equity A Acc

32.1%

1.9

-0.1%

6 of 152

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

32.1%

3.3

-3.3%

8 of 152

Fidelity American Special Situations A Acc

31.9%

1.8

-0.8%

9 of 152

Old Mutual North American Equity S Acc

31.9%

1.9

-0.1%

10 of 152

Franklin US Opportunities GBP A Acc

31.7%

2.6

-3.4%

11 of 152

T Rowe US Blue Chip Equity Q GBP

31.4%

2.8

-4.5%

12 of 152

F&C North American 1 Acc

30.9%

1.9

-0.3%

13 of 152

Pioneer SICAV US Fundamental Growth N No Dis GBP

30.9%

2.2

-0.3%

14 of 152

AXA Framlington American Growth R Acc

30.7%

2.4

-3.2%

15 of 152

JPM US Select I Acc

30.6%

1.7

-0.9%

16 of 152

UBS US Equity B

30.2%

2.2

-0.7%

17 of 152

Fidelity Funds - America A-GBP

30.2%

2.2

-0.9%

18 of 152

CIS US Growth Trust

30.1%

2.2

-0.7%

19 of 152

Edgewood L Select US Select Growth I GBP

29.8%

2.8

-1.9%

20 of 152

Fidelity Inst America Acc

29.8%

1.8

-0.7%

21 of 152

Franklin US Opportunities A (Ydis) GBP

29.3%

3.3

-4.0%

22 of 152

Old Mutual Schroder US Mid Cap A Acc

29.2%

2.4

-2.0%

23 of 152

Standard Life Inv North America Acc

29.2%

1.9

-0.7%

24 of 152

JPM US A Acc

28.7%

2.1

-0.6%

25 of 152

AXA WF Framlington American Growth A GBP

28.7%

3.0

-4.1%

26 of 152

Halifax North American C

28.5%

1.7

0%

27 of 152

Ignis American Growth Acc

28.5%

2.4

-2.4%

28 of 152

T Rowe US Large Cap Equity Q GBP

28.3%

2.1

-1.7%

29 of 152

Principal GI US Equity I Acc GBP

28.2%

2.0

-1.8%

29 of 152

Loomis Sayles US Equity Leaders Fund N/A GBP

28.2%

2.3

-2.3%

31 of 152

Standard Life Inv American Equity Unconst Ret Acc

28.1%

1.9

-0.7%

32 of 152

UBS US Growth Acc A

28.1%

2.4

-2.1%

33 of 152

T Rowe US Large Cap Growth Equity Q GBP

28.0%

3.0

-5.4%

34 of 152

Henderson US Growth Ret Acc

27.9%

2.3

-2.7%

35 of 152

INTECH US Core U GBP Acc

27.8%

2.3

-1.5%

36 of 152

Vulcan Value Equity GBP

27.8%

2.5

-1.2%

37 of 152

JPM US Growth A Dis GBP

27.7%

2.9

-4.1%

38 of 152

HSBC MERIT US Equity Inst A Acc

27.5%

1.6

0%

39 of 152

Fidelity Index US A Acc

27.2%

1.6

0%

40 of 152

Scottish Widows HIFML North Amer 1

27.1%

2.2

-1.0%

41 of 152

Goldman Sachs US Focused Growth Eq Pf R GBP

27.1%

2.8

-3.4%

42 of 152

St James's Place North American Acc

27.0%

2.2

-1.2%

43 of 152

Legg Mason Opportunity Pr Dis A GBP

27.0%

4.5

-3.9%

44 of 152

Goldman Sachs US CORE Equity Pf R GBP (Snap)

26.9%

1.9

-1.2%

45 of 152

Nordea 1 - North American Value BP GBP

26.8%

2.0

-1.3%

46 of 152

AXA Rosenberg American R Acc

26.8%

1.6

0%

47 of 152

RIC II US Quant I Acc

26.8%

2.3

-1.2%

48 of 152

Polar Capital North American I GBP Inc

26.6%

2.4

-1.5%

49 of 152

Scottish Mutual North American Acc

26.5%

2.0

-1.6%

50 of 152

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

26.5%

2.8

-3.1%

51 of 152

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

26.3%

2.5

-3.0%

52 of 152

Scottish Widows HIFML US Focus 1

26.1%

2.1

-0.8%

53 of 152

JPM US Select Equity Plus A (perf) Dis GBP

26.0%

2.5

-2.6%

54 of 152

CF Miton US Opportunities A Acc

25.7%

1.9

-0.9%

55 of 152

Schroder QEP US Core I Dis

25.7%

1.6

-0.2%

56 of 152

Threadneedle American Retail Net Acc GBX

25.6%

1.8

-1.8%

57 of 152

Omnis US Equity A

25.6%

2.2

-2.9%

58 of 152

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

25.6%

2.6

-4.1%

59 of 152

SEI SGMF US Large Companies GBP Inst

25.4%

2.2

-1.6%

60 of 152

Investec American A Acc Net GBP

25.4%

1.8

-0.3%

61 of 152

Allianz US Equity A Acc

25.3%

1.8

-0.2%

62 of 152

JPM US Select Equity C Dis GBP

25.2%

2.5

-2.4%

63 of 152

Henderson Inst North American Enhanced Equity A Ac

25.2%

1.7

0%

64 of 152

AXA Rosenberg US Defensive Equity Inc Alpha AD GBP

25.0%

2.1

-0.5%

65 of 152

Cavendish North American A GBP Inc

24.9%

1.8

-0.4%

66 of 152

Harris Associates Concentrated US Equity Fund SAG

24.8%

3.1

-2.8%

67 of 152

JPM US Equity A Dis GBP

24.7%

2.6

-2.0%

68 of 152

Scottish Widows American Growth A Acc

24.7%

1.7

-0.3%

69 of 152

MFS Meridian Funds-US Concentrated Growth I1 GBP

24.6%

2.6

-1.9%

70 of 152

Marlborough US Multi-Cap Income

24.5%

2.0

-0.9%

71 of 152

AXA Rosenberg US Enhanced Index Eq Alpha A GBP

24.4%

2.0

-0.5%

72 of 152

Goldman Sachs US Equity Pf Other Curr GBP

24.4%

2.3

-2.4%

73 of 152

Montag & Caldwell US Equity Large Cap Growth G

24.3%

2.2

-1.9%

74 of 152

Martin Currie North American A

24.3%

2.5

-1.9%

75 of 152

MGI US Equity Z-1 GBP

24.2%

2.6

-2.9%

75 of 152

Fidelity American

24.2%

2.2

-2.4%

77 of 152

JPM US Equity Plus A (perf) Dis GBP

24.2%

3.0

-2.6%

77 of 152

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

24.2%

3.0

-4.0%

79 of 152

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

24.0%

3.1

-5.6%

80 of 152

Kames American Equity Acc B

24.0%

1.5

0%

81 of 152

BlackRock US Dynamic A Inc

23.9%

1.9

-1.7%

82 of 152

Neptune US Opportunities A Acc GBP

23.7%

2.6

-3.2%

83 of 152

JPM Highbridge US STEEP A (perf) Dis GBP

23.7%

2.7

-2.0%

84 of 152

Martin Currie GF North American GBP

23.6%

2.4

-1.9%

85 of 152

Russell US Equity P Inc

23.6%

2.1

-1.5%

86 of 152

JPM America Equity A Net Acc

23.5%

1.9

-1.8%

87 of 152

VT De Lisle America B Acc GBP

23.0%

2.9

-3.5%

88 of 152

T Rowe US Large Cap Value Equity Q GBP

23.0%

1.8

-1.1%

88 of 152

M&G American A Inc

23.0%

2.4

-2.2%

90 of 152

Legg Mason US Equity A

22.9%

2.1

-1.0%

90 of 152

Morgan Stanley US Growth AX GBP

22.9%

4.2

-8.6%

92 of 152

GLG American Growth Retail Acc A GBP

22.8%

2.5

-3.4%

93 of 152

Capital Group US Growth and Inc (LUX) B GBP

22.8%

1.9

-1.1%

94 of 152

Franklin Mutual Shares A Acc

22.7%

1.5

0%

95 of 152

MFS Meridian Funds-US Value I1 GBP

22.6%

2.1

-1.3%

96 of 152

Delaware Investments US Large Cap Value F GBP

22.5%

2.0

-1.9%

97 of 152

BGF US Flexible Equity A4RF GBP

22.5%

2.3

-3.0%

98 of 152

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

22.5%

2.2

-0.7%

99 of 152

Wellington US Capital Appreciation Eq Pfl T GBP

22.2%

3.4

-3.4%

100 of 152

Miton American Ret Acc

22.2%

1.8

-0.7%

101 of 152

JPM US Value A Dis GBP

22.1%

2.3

-1.8%

102 of 152

Adam & Co North American Equity S8 Inc

21.9%

2.1

-1.9%

103 of 152

NatWest North American Equity S2 Inc

21.9%

2.1

-1.9%

104 of 152

BGF US Basic Value A2 GBP

21.6%

2.1

-2.1%

105 of 152

CF Canlife North American B Acc

21.5%

1.7

-0.4%

106 of 152

Baillie Gifford American A Acc

21.3%

2.7

-3.6%

107 of 152

PrivilEdge - Sands US Growth (GBP) IA

21.1%

3.4

-6.8%

108 of 152

Aberdeen North American Equity A Acc

21.0%

1.7

-0.6%

109 of 152

Invesco Perpetual US Equity Acc

20.8%

2.3

-1.9%

110 of 152

Aberdeen Global - North American Equity D2 Acc GBP

20.8%

1.7

-0.6%

111 of 152

Aberdeen Northern American Equity A Acc

20.8%

2.0

-2.0%

112 of 152

Smith & Williamson North American Trust

20.7%

2.2

-2.1%

113 of 152

Old Mutual Threadneedle American Select A Acc

20.5%

2.1

-1.7%

114 of 152

Robeco US Large Cap Equities IE GBP

20.4%

2.6

-2.7%

115 of 152

Melchior North American Opportunities GBP A Acc

20.1%

4.3

-7.0%

116 of 152

Dodge & Cox Worldwide US Stock GBP

20.1%

2.4

-2.5%

117 of 152

GAM North American Growth Acc

20.1%

3.0

-3.8%

118 of 152

Brandes US Equities GBP A

20.0%

2.2

-1.6%

119 of 152

Threadneedle American Select Ret Net Acc GBX

20.0%

2.0

-2.0%

120 of 152

Edmond de Rothschild US Value & Yield L

19.9%

2.6

-2.0%

121 of 152

The Boston Company US Opportunities GBP Inc

19.6%

2.4

-4.6%

122 of 152

DB Platinum IV CROCI US R0C-G

19.6%

2.9

-3.1%

123 of 152

GAM Star Capital Appreciation US Equity GBP Inc

19.6%

3.3

-3.5%

124 of 152

M&G North American Value A Inc

19.5%

2.0

-1.8%

125 of 152

GAM Star GAMCO US Equity GBP Inc

19.0%

3.0

-2.5%

126 of 152

Vanguard US Fundamental Value Inv GBP

18.9%

2.4

-3.3%

127 of 152

Heptagon Yacktman US Equity I GBP Inc

18.4%

2.3

-1.6%

128 of 152

Jupiter JGF North American Equities L GBP A Inc

18.4%

1.6

-1.6%

129 of 152

GAM Star US All Cap Eq GBP Ordinary Acc

18.1%

2.2

-1.9%

130 of 152

New Capital US Growth C

Currency exposure is hedged

Currency exposure is hedged

17.9%

2.9

-2.3%

131 of 152

AllianceBernstein-Concentrated US Eqty Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

17.7%

3.4

-4.6%

132 of 152

Brown Advisory American A GBP

17.5%

2.4

-3.1%

133 of 152

BBH Luxembourg Funds - Core Select RI GBP

17.4%

1.9

-1.7%

134 of 152

Nordea 1 - North American All Cap Fund BP GBP

15.1%

1.9

-1.8%

135 of 152

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

Currency exposure is hedged

Currency exposure is hedged

14.2%

3.5

-4.3%

136 of 152

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

13.0%

2.5

-3.2%

137 of 152

Brown Advisory US Equity Value GBP A

12.8%

1.8

-2.1%

138 of 152

Calamos US Growth A GBP Acc

12.4%

3.2

-3.0%

139 of 152

Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

12.1%

3.1

-3.7%

140 of 152

Thesis Eldon Acc

12.1%

3.5

-6.5%

141 of 152

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

11.5%

2.9

-2.8%

142 of 152

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

9.4%

3.1

-4.0%

143 of 152

Fourpoints Funds - America D

8.8%

2.5

-3.8%

144 of 152

EV Intl (Ireland) US Value A2 GBP

8.1%

2.3

-2.5%

145 of 152

Barclays GA - US Value M Inc GBP

7.5%

2.6

-3.7%

146 of 152

Legg Mason Clearbridge Value A Dis A GBP

7.2%

2.6

-5.2%

147 of 152

FF & P US All Cap Value Equity

6.7%

3.3

-5.4%

148 of 152

Neuberger Berman US Multi Cap Opp GBP1 I Dist

5.6%

3.1

-5.5%

149 of 152

AllianceBernstein-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

3.1%

1.1

-1.3%

150 of 152

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

2.5%

3.2

-8.3%

151 of 152

Citi Equity Balanced-Beta UK C GBP

0.7%

2.5

-7.5%

152 of 152

Nemesis USA Value - GBP Adviser Dist

-0.6%

3.9

-10.5%

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

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

Pictet-US Equity Selection-I GBP

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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