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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 13.1% (31 October 2013 - 31 October 2014)
Total Return Standard Deviation Max Drawdown
1 of 143

Janus Opportunistic Alpha U GBP Acc

24.1%

2.9

-2.7%

2 of 143

Edgewood L Select US Select Growth I GBP

23.9%

3.1

-4.7%

3 of 143

Thesis Eldon Acc

22.1%

4.0

-8.5%

4 of 143

Fidelity American Special Situations Acc

19.8%

1.8

-1.6%

5 of 143

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

Currency exposure is hedged

Currency exposure is hedged

19.7%

3.4

-4.3%

6 of 143

Legg Mason Opportunity Pr Dis A GBP

19.7%

3.8

-4.4%

7 of 143

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

19.4%

2.6

-4.2%

8 of 143

Jupiter JGF North American Equities L GBP

19.4%

2.8

-1.5%

9 of 143

Fidelity Funds - America A-GBP

19.3%

2.1

-1.2%

10 of 143

F&C North American 1 Acc

18.7%

1.6

-2.1%

11 of 143

Fidelity FAST US Y-ACC-GBP

18.5%

2.1

-1.0%

12 of 143

JPM Highbridge US STEEP A Dis GBP

18.2%

2.3

-2.6%

13 of 143

JPM US Equity Plus A Dis GBP

18.2%

2.6

-3.5%

14 of 143

Pioneer SICAV US Fundamental Growth N No Dis GBP

18.1%

2.5

-3.3%

15 of 143

Fidelity Inst America Acc

18.1%

1.9

-1.9%

16 of 143

JPM US Select Equity Plus A Dis GBP

18.0%

2.4

-3.2%

17 of 143

Scottish Widows HIFML North Amer 1

17.8%

2.2

-2.2%

18 of 143

New Capital US Growth C

17.8%

2.8

-3.5%

19 of 143

Goldman Sachs US CORE Equity Pf R GBP (Snap)

17.4%

2.1

-2.6%

20 of 143

Aviva Investors US Equity MoM SC 1

17.4%

1.9

-2.1%

21 of 143

Delaware Investments US Large Cap Growth I GBP

17.2%

2.7

-3.8%

22 of 143

RIC II US Quant I Acc

17.1%

2.4

-2.7%

22 of 143

Janus US Twenty Fund U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

17.1%

3.5

-6.7%

24 of 143

JPM US Select Equity C Dis GBP

17.0%

2.4

-2.5%

25 of 143

JPM US Select I Acc

16.8%

1.6

-2.1%

26 of 143

INTECH US Core U GBP Acc

16.8%

2.4

-2.1%

27 of 143

Vulcan Value Equity GBP

16.5%

2.6

-4.3%

28 of 143

Dodge & Cox Worldwide US Stock GBP

16.4%

2.0

-2.2%

29 of 143

PIMCO GIS US Fundamental Idx StksPLUS InstUnhdgGBP

16.4%

2.3

-2.5%

30 of 143

Halifax North American C

16.3%

1.6

-2.5%

31 of 143

Fidelity Index US A Acc

16.2%

1.8

-3.0%

32 of 143

Scottish Widows HIFML US Strategic 1

16.1%

1.7

-1.4%

33 of 143

Old Mutual North American Equity A Acc

16.0%

1.8

-1.6%

34 of 143

MGI US Equity Z-1 GBP

15.8%

2.5

-2.9%

35 of 143

JPM US Equity A Dis GBP

15.7%

2.5

-4.4%

36 of 143

M&G North American Value A Inc

15.7%

2.0

-1.1%

37 of 143

HSBC MERIT US Equity Inst A Acc

15.7%

1.5

-2.4%

38 of 143

Legg Mason US Equity A

15.6%

1.5

-1.7%

39 of 143

SEI SGMF US Large Companies GBP Inst

15.5%

2.3

-2.9%

40 of 143

BGF US Flexible Equity A4RF GBP

15.4%

2.2

-3.0%

41 of 143

Capital Group US Growth and Inc (LUX) B GBP

15.4%

2.1

-2.9%

42 of 143

Standard Life Inv North America Acc

15.4%

1.8

-1.7%

43 of 143

Schroder QEP US Core I Dis

15.4%

2.0

-3.7%

44 of 143

BlackRock US Dynamic A Inc

15.2%

2.0

-2.7%

45 of 143

Kames American Equity Acc B

15.2%

1.5

-2.2%

46 of 143

FF & P US All Cap Value Equity

15.0%

3.5

-5.4%

47 of 143

JPM US Growth A Dis GBP

14.9%

3.1

-6.8%

48 of 143

Threadneedle American Retail Net Acc GBX

14.9%

2.2

-2.7%

49 of 143

AXA Rosenberg American R Acc

14.8%

1.5

-2.3%

50 of 143

Polar Capital North American I GBP Inc

14.6%

2.4

-3.6%

51 of 143

Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

14.5%

2.8

-3.8%

52 of 143

Standard Life Inv American Equity Unconst Ret Acc

14.5%

1.9

-2.1%

53 of 143

AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

14.5%

2.3

-3.2%

54 of 143

Barclays US Alpha A Acc

14.4%

2.0

-2.4%

55 of 143

Brandes US Equities GBP A

14.4%

2.0

-1.6%

56 of 143

UBS US Growth Acc A

14.4%

2.7

-6.3%

57 of 143

Principal GI US Equity I Acc GBP

14.2%

2.0

-2.3%

58 of 143

UBS US Equity B

14.2%

1.6

-1.4%

59 of 143

Morgan Stanley US Growth AX GBP

14.1%

4.3

-11.9%

60 of 143

JPM US A Acc

14.0%

1.9

-3.4%

61 of 143

Henderson US Growth Ret Acc

13.9%

3.2

-8.0%

62 of 143

Russell IC US Equity I Acc

13.9%

2.2

-2.9%

63 of 143

CIS US Growth Trust

13.8%

1.6

-1.3%

64 of 143

EV Intl (Ireland) US Value A2 GBP

13.5%

2.4

-2.9%

65 of 143

Loomis Sayles US Equity Leaders Fund N/A GBP

13.5%

2.3

-3.2%

66 of 143

PrivilEdge - Sands US Growth (GBP) IA

13.3%

3.8

-11.5%

66 of 143

Robeco US Large Cap Equities IE GBP

13.3%

2.4

-2.7%

68 of 143

JPM US Value A Dis GBP

13.2%

2.2

-2.2%

69 of 143

Franklin US Opportunities A (Ydis) GBP

13.2%

3.4

-8.3%

70 of 143

Goldman Sachs US Equity Pf Other Curr GBP

13.2%

2.3

-2.8%

71 of 143

St James's Place North American Acc

13.1%

1.5

-1.6%

72 of 143

Harris Associates Concentrated US Equity Fund SAG

13.1%

3.1

-5.2%

73 of 143

Neuberger Berman US Large Cap Growth GBP Inst Dis

Currency exposure is hedged

Currency exposure is hedged

12.9%

3.0

-4.4%

73 of 143

Franklin US Opportunities GBP A Acc

12.9%

3.2

-9.3%

75 of 143

Vanguard US Fundamental Value Inv GBP

12.8%

2.0

-3.2%

76 of 143

AXA WF Framlington American Growth A GBP

12.8%

3.0

-5.7%

77 of 143

NatWest North American Equity S2 Inc

12.7%

2.2

-2.3%

77 of 143

Adam & Co North American Equity S8 Inc

12.7%

2.2

-2.3%

79 of 143

Henderson Inst North American Enhanced Equity A Ac

12.7%

1.4

-2.2%

79 of 143

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

12.7%

2.7

-3.1%

81 of 143

Martin Currie North American A

12.7%

2.2

-2.5%

82 of 143

Goldman Sachs US Focused Growth Eq Pf R GBP

12.7%

2.7

-4.8%

83 of 143

GAM Star US All Cap Eq GBP Ordinary Acc

12.7%

2.1

-1.9%

84 of 143

Nordea 1 - North American Value BP GBP

12.5%

2.2

-4.2%

84 of 143

Delaware Investments US Large Cap Value F GBP

12.5%

2.4

-3.6%

86 of 143

BGF US Basic Value A2 GBP

12.5%

2.1

-3.9%

87 of 143

Wellington US Capital Appreciation Eq Pfl T GBP

12.4%

3.7

-5.9%

88 of 143

MFS Meridian Funds US Value I1 GBP

12.2%

2.2

-3.5%

89 of 143

Allianz US Equity A Acc

11.9%

1.5

-2.5%

90 of 143

Scottish Widows HIFML US Focus 1

11.9%

1.6

-2.9%

90 of 143

Martin Currie GF North American GBP

11.9%

2.1

-2.5%

92 of 143

Scottish Widows American Growth A Acc

11.8%

1.5

-2.4%

93 of 143

Scottish Mutual North American Acc

11.7%

1.8

-3.0%

94 of 143

Miton American Ret Acc

11.7%

1.6

-1.5%

95 of 143

Cavendish North American A GBP Inc

11.7%

1.6

-2.2%

96 of 143

Calamos US Growth A GBP Acc

11.6%

3.4

-6.3%

97 of 143

Baillie Gifford American C Acc

11.5%

2.6

-3.4%

98 of 143

Invesco Perpetual US Equity Acc

11.4%

1.9

-1.9%

99 of 143

BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

11.4%

2.2

-4.4%

100 of 143

Ignis American Growth Acc

11.3%

2.3

-5.0%

101 of 143

Franklin Mutual Shares A Acc

11.2%

1.5

-2.6%

102 of 143

MFS Meridian Funds US Concentrated Growth I1 GBP

11.1%

2.3

-2.1%

103 of 143

CF Canlife North American B Acc

10.9%

1.6

-2.9%

104 of 143

AXA Framlington American Growth R Acc

10.9%

2.4

-6.1%

105 of 143

Montag & Caldwell US Equity Large Cap Growth G

10.6%

2.3

-3.2%

106 of 143

Threadneedle American Select Ret Net Acc GBX

10.5%

2.3

-4.2%

107 of 143

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

10.5%

3.1

-7.4%

107 of 143

Neuberger Berman US Multi Cap Opp GBP1 I Dis

10.5%

2.6

-4.2%

109 of 143

Nordea 1 - North American All Cap Fund BP GBP

10.4%

2.6

-4.0%

110 of 143

Old Mutual Schroder US Mid Cap A Acc

10.4%

1.8

-2.5%

111 of 143

Edmond de Rothschild US Value & Yield L

10.3%

2.3

-2.7%

112 of 143

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

10.1%

3.3

-8.4%

113 of 143

M&G American A Inc

10.1%

2.5

-2.5%

114 of 143

Fidelity American

9.9%

2.2

-4.6%

115 of 143

GAM Star Capital Appreciation US Equity GBP Inc

9.8%

3.7

-6.0%

115 of 143

Heptagon Yacktman US Equity I GBP Inc

9.8%

2.1

-2.7%

117 of 143

SWIP North American A Acc

9.7%

1.7

-2.5%

118 of 143

The Boston Company US Opportunities Fund GBP Inc

9.4%

2.4

-6.6%

119 of 143

UBAM Neuberger Berman US Eqty Value IHD GBP

Currency exposure is hedged

Currency exposure is hedged

9.4%

2.9

-5.7%

120 of 143

Old Mutual Threadneedle American Select A Acc

9.3%

1.9

-4.1%

121 of 143

Brown Advisory US Equity Value GBP A

9.3%

2.3

-4.0%

122 of 143

Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

9.1%

2.4

-2.8%

123 of 143

GLG American Growth Retail Acc A GBP

8.8%

2.3

-5.9%

124 of 143

CF Miton US Opportunities A Acc

8.8%

1.6

-2.0%

125 of 143

Investec American A Acc Net GBP

8.8%

1.5

-2.3%

126 of 143

Barclays GA - US Value M Inc GBP

8.7%

2.0

-3.7%

127 of 143

BBH Luxembourg Funds - Core Select RI GBP

8.4%

1.9

-2.9%

128 of 143

AllianceBernstein-Select Absolute Alpha Pf S GBP H

Currency exposure is hedged

Currency exposure is hedged

8.2%

1.5

-1.9%

129 of 143

Lloyds Investment North American GBP

7.9%

1.6

-2.6%

130 of 143

Brown Advisory American A GBP

7.7%

2.3

-3.1%

131 of 143

Aberdeen North American Equity A Acc

7.6%

1.4

-3.1%

132 of 143

Aberdeen Global - North American Equity D2 Acc GBP

7.3%

1.4

-3.1%

133 of 143

Marlborough US Multi-Cap Income

7.2%

1.9

-4.0%

134 of 143

Smith & Williamson North American Trust

6.8%

1.6

-2.6%

135 of 143

GAM North American Growth Acc

5.8%

2.7

-3.8%

136 of 143

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

5.7%

3.5

-10.2%

137 of 143

VT De Lisle America B Acc GBP

5.4%

2.8

-7.1%

138 of 143

Neptune US Opportunities A Acc GBP

4.6%

3.1

-8.6%

139 of 143

Nemesis USA Value - GBP Adviser Dist

4.3%

3.9

-7.6%

140 of 143

GAM Star GAMCO US Equity GBP Inc

4.1%

2.4

-3.2%

141 of 143

Melchior North American Opportunities GBP A Acc

3.2%

4.5

-7.6%

142 of 143

Fourpoints Funds - America D

2.1%

2.7

-3.8%

143 of 143

Citi Equity Balanced-Beta UK C GBP

-3.5%

2.7

-6.3%

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

Artemis US Equity I GBP

Artemis US Select I GBP

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

Legg Mason Clearbridge Value A Dis A GBP

Majedie Asset Management US Equity A Acc GBP

Morgan Stanley US Advantage ZX GBP

Old Mutual North American Equity S Acc

Pareturn Smead US Value Fund - I GBP Cap

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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