Bestinvest Top Rated Funds Review - Yodelar Premier... · 2017. 10. 10. · Aviva Inv Multi...
Transcript of Bestinvest Top Rated Funds Review - Yodelar Premier... · 2017. 10. 10. · Aviva Inv Multi...
Bestinvest Top Rated Funds Review
Bestinvest Top Rated Funds Review Introduction
To cater to those seeking investment inspiration online investment service Bestinvest, publish their ‘Premier selection or Top Rated funds list twice every year. This list showcases funds they rate between 3 and 5 star which they believe to be of the ‘highest quality’.
Rivalling the Hargreaves Lansdown’s Wealth 150 and Fidelity’s Select 50 recommended funds lists, the Bestinvest top rated funds list holds significant bearing among many DIY investors when it comes to making fund choices.
With a total of 262 funds (which includes both income & accumulation fund type) rated between 3 and 5 stars, their Top Rated funds list is more than double the size of their rivals. To identify the performance and ranking of each of these funds our research team analysed each fund over the recent 1, 3 & 5 years.
As detailed in this report less than 8% of the funds they favour have consistently maintained a level of performance that was better than 75% of competing same sector funds, with the majority of funds underperforming.
Top Performing Funds Yodelar classifies a top-performing fund as a fund that has consistently performed better than 75% of competing funds within the relevant sector. All consistently top performing funds will only have a purple colour code.
Mediocre Performing Funds A fund will be classified as mediocre performing if at anytime during the 1, 3 and 5-year period analysed they had performed worse than the top 25% of competing funds but maintained a ranking which was better than the remaining 50% of competing funds.
Poor Performing Funds Yodelar classifies a poor performing fund as one which has performed worse than 50% of competing funds at anytime over the most recent 1, 3 and 5 year periods. Funds that have a yellow or a red colour code will be classified as poor performing.
How Yodelar Ranks Performance Empowering investors with factual fund research, insights and information
Yodelar continually review the performance and ranking of fund managers and their funds, helping investors to clearly identify the quality of all investment funds.
Based on how a fund ranks over the most recent 1, 3 and 5 year period they will be classified as a TOP – MEDIOCRE or POOR performing fund.
All fund information provided in this report is factual and accurate as of the time of completion. It’s purpose is to provide investors with factual performance insights and does not constitute financial advice.
Fund Performance Colour Definitions
Funds that rank in the top 25% in their sector for performance
Funds that rank in the top 50% in their sector for performance
Funds that rank in the bottom 50% in their sector for performance
Funds that rank in the bottom 25% in their sector for performance
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Old Mutual UK Specialist Equity F Acc GBP
IA Targeted Absolute
Return39.18 64.42 129.19 444.6
NO 5YR PERFORMANCE
Insight Absolute Insight W
UT Targeted Absolute
Return0.84 243 / 339 26.57 0.87 197 / 250 43.32 9.67 146 / 182 129.19 662.7 POOR
Invesco Perpetual Global Targeted Returns
Y Acc
UT Targeted Absolute
Return3.87 154 / 339 26.57 13.71 85 / 250 43.32 129.19 9017.3
NO 5YR PERFORMANCE
Standard Life Global Abs Return Strategies Ret
Platform 1 Acc
UT Targeted Absolute
Return0.28 251 / 339 26.57 5.5 160 / 250 43.32 14.4 121 / 182 129.19 25085.8 POOR
Threadneedle European Select Z Acc GBP
UT Europe Excluding UK
20.57 311 / 424 51.29 38.23 45 / 357 75.61 85.93 98 / 292 155.23 2875 POOR
Threadneedle European Select Z Inc GBP
UT Europe Excluding UK
19.26 345 / 424 51.29 36.74 63 / 357 75.61 83.93 114 / 292 155.23 2875 POOR
First State Asia Focus B Acc GBP
UT Asia Pacific Excluding
Japan30.19 205 / 282 49.43 76.59 105.41 76.5
NO 5YR PERFORMANCE
Stewart Investors Asia Pacific Leaders B GBP
Acc
UT Asia Pacific Excluding
Japan25.05 268 / 282 49.43 59.5 57 / 237 76.59 76.1 27 / 195 105.41 9706.1 POOR
Stewart Investors Asia Pacific Leaders B GBP
Inc
UT Asia Pacific Excluding
Japan25.02 269 / 282 49.43 59.38 59 / 237 76.59 75.95 28 / 195 105.41 9706.1 POOR
CF Morant Wright Japan B Acc
UT Japan 37.47 28 / 168 50.02 80.54 25 / 147 111.28 100.28 35 / 118 307.77 490.7 MEDIOCRE
CF Morant Wright Japan B Inc
UT Japan 37.5 27 / 168 50.02 80.58 24 / 147 111.28 100.44 34 / 118 307.77 490.7 MEDIOCRE
Fidelity Cash Y Acc GBP UT Short Term Money Market
0.19 10 / 24 0.4 0.42 10 / 21 0.99 0.61 11 / 21 1.18 335 MEDIOCRE
Fidelity Cash Y Inc GBP UT Short Term Money Market
0.08 15 / 24 0.4 0.08 18 / 21 0.99 0.2 17 / 21 1.18 335 POOR
Fidelity Strategic Bond Y Acc
UT Sterling Strategic
Bond4.54 373 / 442 38.51 12.98 170 / 367 69.33 27.7 173 / 280 77.53 1767.1 POOR
Fidelity Strategic Bond Y Dis GBP
UT Sterling Strategic
Bond3.91 407 / 442 38.51 12.29 194 / 367 69.33 27.76 172 / 280 77.53 1767.1 POOR
Kames Strategic Bond B Acc
UT Sterling Strategic
Bond6.39 275 / 442 38.51 6.45 303 / 367 69.33 22.6 228 / 280 77.53 406 POOR
Kames Strategic Bond B Inc
UT Sterling Strategic
Bond6.4 274 / 442 38.51 6.48 302 / 367 69.33 22.83 225 / 280 77.53 406 POOR
M&G Optimal Income Inst Acc GBP
UT Sterling Strategic
Bond8.38 142 / 442 38.51 12.05 195 / 367 69.33 31.54 117 / 280 77.53 16966.1 POOR
M&G Optimal Income Inst Inc GBP
UT Sterling Strategic
Bond8.35 146 / 442 38.51 12.03 196 / 367 69.33 31.51 118 / 280 77.53 16966.1 POOR
Fidelity Moneybuilder Income Y Acc GBP
UT Sterling Corporate
Bond7.27 320 / 455 20.53 19.66 177 / 392 44.77 33.06 199 / 312 62.34 3887.7 POOR
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Launched 28/04/2016
Launched 31/03/2014
Launched 24/08/2015
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Fidelity Moneybuilder Income Y Dis GBP
UT Sterling Corporate
Bond7.26 322 / 455 20.53 19.59 180 / 392 44.77 33.55 194 / 312 62.34 3887.7 POOR
Royal London Corporate Bond M Acc
UT Sterling Corporate
Bond9.6 122 / 455 20.53 22.16 75 / 392 44.77 44.12 38 / 312 62.34 959.2 MEDIOCRE
Royal London Corporate Bond M Inc
UT Sterling Corporate
Bond9.64 119 / 455 20.53 22.09 81 / 392 44.77 44.34 35 / 312 62.34 959.2 MEDIOCRE
AXA Global High Income Z Acc
UT Sterling High Yield
13.56 41 / 177 26.64 8.01 125 / 152 53.5 30.29 83 / 122 83.49 96.2 POOR
AXA Global High Income Z Inc
UT Sterling High Yield
13.54 42 / 177 26.64 8.05 124 / 152 53.5 30.28 84 / 122 83.49 96.2 POOR
Threadneedle High Yield Bond Z Acc GBP
UT Sterling High Yield
8.63 145 / 177 26.64 12.84 56 / 152 53.5 35.41 60 / 122 83.49 943.6 POOR
Threadneedle High Yield Bond Z Inc GBP
UT Sterling High Yield
8.63 142 / 177 26.64 12.94 55 / 152 53.5 35.53 59 / 122 83.49 943.6 POOR
Threadneedle UK Equity Income Z Acc GBP
UT UK Equity Income
18.45 109 / 412 37.65 31.74 30 / 349 38.06 82.39 33 / 297 116.9 3705.6 MEDIOCRE
Threadneedle UK Equity Income Z Inc GBP
UT UK Equity Income
18.44 110 / 412 37.65 31.76 29 / 349 38.06 82.43 32 / 297 116.9 3705.6 MEDIOCRE
AXA Framlington UK Select Opportunities ZI
Acc
UT UK All Companies
11.81 954 / 1072 44.05 16.59 805 / 969 65.15 54.39 579 / 820 150.58 3811.5 POOR
AXA Framlington UK Select Opportunities ZI
Inc
UT UK All Companies
11.81 953 / 1072 44.05 16.63 803 / 969 65.15 54.58 576 / 820 150.58 3811.5 POOR
JOHCM UK Opportunities Y Acc
UT UK All Companies
13.39 877 / 1072 44.05 28.85 189 / 969 65.15 62.57 436 / 820 150.58 1800 POOR
JOHCM UK Opportunities Y Inc
UT UK All Companies
13.37 879 / 1072 44.05 28.7 193 / 969 65.15 61.09 462 / 820 150.58 1800 POOR
Liontrust Special Situations I Inc
UT UK All Companies
23.5 166 / 1072 44.05 41.09 30 / 969 65.15 90.84 97 / 820 150.58 2521.6 TOP
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
TOP PERFORMANCE 1 2.94% £521.6 0.40%
MEDIOCRE PERFORMANCE 7 20.59% £10,646.0 8.11%
POOR PERFORMANCE 23 67.65% £110,602.1 84.23%
NO 5YR PERFORMANCE 3 8.82% £9,538.4 7.26%
TOTAL NUMBER OF FUNDS 34 100% £131,308.1 100%
(5 Star ) Bestinvest Top Rated Funds 5 Year Performance Summary
Performance SummaryNumber of
FundsPercentage of
FundsAmount Held in Funds Based on 5 Yr
Performance Rating (£Million)Percentage Held in Funds Based on 5
Yr Performance Rating (%)
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Dodge & Cox US Stock A GBP
FO Equity - USA
44.29 19 / 1899 82.61 73.23 128 / 1600 108.31 150.63 14 / 1255 192.93 429.6 TOP
Dodge & Cox US Stock D GBP
FO Equity - USA
44.26 20 / 1899 82.61 73.26 126 / 1600 108.31 150.72 13 / 1255 192.93 429.6 TOP
T. Rowe Price US Smaller Companies
Equity Q GBP
FO Equity - USA
38.36 79 / 1899 82.61 66.72 473 / 1600 108.31 141.68 53 / 1255 192.93 954.8 MEDIOCRE
Muzinich Enhancedyield Short Term A Hedged
Inc GBP
FO Fixed Int - Global
4.66 2774 / 2993
245.04 7.75 2049 / 2450
316.79 17.45 1266 / 1677
352.14 5559 POOR
JOHCM Japan A GBP IA Japan 33.74 174 / 450 50.02 53.93 322 / 398 111.28 82.46 160 / 306 307.77 434.6 POOR
Aviva Inv Multi Strategy Target Income 2
UT Targeted Absolute
Return1.66 226 / 339 26.57 43.32 129.19 2409.6
NO 5YR PERFORMANCE
JPM Global Macro Opportunities C Acc
UT Targeted Absolute
Return-5.91 320 / 339 26.57 17.64 56 / 250 43.32 129.19 815.4
NO 5YR PERFORMANCE
JPM Global Macro Opportunities C Inc
UT Targeted Absolute
Return-5.95 322 / 339 26.57 17.69 55 / 250 43.32 129.19 815.4
NO 5YR PERFORMANCE
Jupiter Absolute Return I Acc
UT Targeted Absolute
Return5.36 130 / 339 26.57 17.12 62 / 250 43.32 20.13 85 / 182 129.19 932.5 MEDIOCRE
Threadneedle UK Absolute Alpha Z Acc
GBP
UT Targeted Absolute
Return-0.7 265 / 339 26.57 9.86 107 / 250 43.32 23.58 71 / 182 129.19 680 POOR
Threadneedle UK Absolute Alpha Z Inc
GBP
UT Targeted Absolute
Return-0.69 264 / 339 26.57 9.65 109 / 250 43.32 23.34 72 / 182 129.19 680 POOR
Troy Asset Management Ltd Trojan O Acc
UT Flexible Investment
10.64 566 / 649 44.83 27.02 276 / 505 71.21 27.77 338 / 379 101.26 3834.1 POOR
Troy Asset Management Ltd Trojan O Inc
UT Flexible Investment
10.67 564 / 649 44.83 27.04 274 / 505 71.21 27.82 337 / 379 101.26 3834.1 POOR
Baring Europe Select I Inc GBP
UT European Smaller
Companies27.64 30 / 77 42.3 52.86 9 / 61 50.76 133.97 8 / 58 183.03 1674 MEDIOCRE
Argonaut FP Argonaut European Alpha R Acc
GBP
UT Europe Excluding UK
6.05 418 / 424 51.29 14.39 350 / 357 75.61 66.62 265 / 292 155.23 328 POOR
Argonaut FP Argonaut European Alpha R Inc
GBP
UT Europe Excluding UK
6.05 420 / 424 51.29 14.38 352 / 357 75.61 66.38 272 / 292 155.23 328 POOR
Henderson European Focus I Acc
UT Europe Excluding UK
25.38 146 / 424 51.29 35.91 81 / 357 75.61 106.68 18 / 292 155.23 524.5 MEDIOCRE
Standard Life European Equity Income Inst Acc
UT Europe Excluding UK
20.34 320 / 424 51.29 31.98 162 / 357 75.61 83.48 116 / 292 155.23 911.7 POOR
Standard Life Investments European Equity Income Inst Inc
UT Europe Excluding UK
20.32 321 / 424 51.29 31.93 166 / 357 75.61 83.48 115 / 292 155.23 911.7 POOR
Fidelity Asia W AccUT Asia Pacific
Excluding Japan
37.93 73 / 282 49.43 67.88 20 / 237 76.29 75.52 29 / 195 105.41 2242 MEDIOCRE
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Launched 01/12/2014
Launched 15/02/2013
Launched 15/02/2013
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Schroder Asian Alpha Plus L Acc
UT Asia Pacific Excluding
Japan40.09 43 / 282 49.43 62.04 45 / 237 76.29 69.1 54 / 195 105.41 627.6 MEDIOCRE
Schroder Asian Alpha Plus L Inc
UT Asia Pacific Excluding
Japan40.07 44 / 282 49.43 62 46 / 237 76.29 69.07 55 / 195 105.41 627.6 MEDIOCRE
Artemis Global Income I Acc
UT Global Equity Income
27.39 61 / 261 36.79 49.28 64 / 200 65.69 119.72 2 / 135 119.76 3537.4 MEDIOCRE
Artemis Global Income I Inc
UT Global Equity Income
27.39 62 / 261 36.79 49.28 63 / 200 65.69 119.76 1 / 135 119.76 3537.4 MEDIOCRE
Fidelity Global Dividend W Acc
UT Global Equity Income
23.46 191 / 261 36.79 58.19 15 / 200 65.69 108.94 6 / 135 119.76 805 POOR
Fidelity Global Dividend W Inc
UT Global Equity Income
23.47 189 / 261 36.79 58.26 14 / 200 65.69 109 5 / 135 119.76 805 POOR
Fidelity Emerging Markets W Acc
UT Global Emerging Markets
28.45 206 / 230 53.05 44.84 100 / 201 66.64 53.46 21 / 148 75.39 1727 POOR
AXA US Short Duration High Yield Bond ZI Acc
UT Global Bonds
4.19 316 / 382 28.58 4.88 293 / 313 46.35 14.96 223 / 251 77.49 927.2 POOR
AXA US Short Duration High Yield Bond ZI Inc
UT Global Bonds
4.14 317 / 382 28.58 4.98 292 / 313 46.35 14.87 224 / 251 77.49 927.2 POOR
Fundsmith Equity I Acc UT Global 29.94 273 / 866 47.34 96.41 1 / 755 96.41 163.35 1 / 607 163.35 10180.6 MEDIOCRE
Fundsmith Equity I Inc UT Global 29.92 277 / 866 47.34 96.36 2 / 755 96.41 163.22 2 / 607 163.35 10180.6 MEDIOCRE
CF Morant Wright Nippon Yield B
UT Japan 37.02 33 / 168 50.02 79.76 28 / 147 111.28 110.77 19 / 118 307.77 426.5 TOP
CF Morant Wright Nippon Yield B Acc
UT Japan 37.01 34 / 168 50.02 79.94 26 / 147 111.28 110.95 18 / 118 307.77 426.5 TOP
Man GLG Japan Core Alpha C Professional Acc
UT Japan 48.75 5 / 168 50.02 78.09 33 / 147 111.28 99 37 / 118 307.77 1653.4 MEDIOCRE
Man GLG Japan Core Alpha D Professional Inc
UT Japan 48.75 4 / 168 50.02 78.23 32 / 147 111.28 98.87 38 / 118 307.77 1653.4 MEDIOCRE
BlackRock Cash D Acc UT Short Term Money Market
0.21 8 / 24 0.4 0.67 5 / 21 0.99 1.18 1 / 21 1.18 2295 MEDIOCRE
BlackRock Cash D Inc UT Short Term Money Market
0.14 13 / 24 0.4 0.6 7 / 21 0.99 1 5 / 21 1.18 2295 POOR
Aviva Inv US Equity Income II 2 Acc GBP
UT North America
28.86 294 / 346 46.64 68.72 108 / 314 85.19 159.61 336.8NO 5YR
PERFORMANCE
Aviva Inv US Equity Income II 2 Inc GBP
UT North America
28.86 295 / 346 46.64 68.7 109 / 314 85.19 159.61 336.8NO 5YR
PERFORMANCE
Natixis Loomis Sayles U.S. Equity Leaders I/A
GBP
UT North America
32.2 191 / 346 46.64 85.01 2 / 314 85.19 159.61 297.1NO 5YR
PERFORMANCE
Launched 09/09/2013
Launched 09/09/2013
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
Launched 10/06/2013
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Aberdeen UK Property Feeder I Acc
UT Property -0.74 242 / 316 34.33 15.4 177 / 266 61.24 32.25 115 / 190 99.48 2013.2 POOR
Aberdeen UK Property Feeder I Inc
UT Property -0.74 243 / 316 34.33 15.18 182 / 266 61.24 31.89 118 / 190 99.48 2013.2 POOR
Henderson UK Property PAIF Feeder I Acc
UT Property -3.42 272 / 316 34.33 16.1 169 / 266 61.24 33.98 106 / 190 99.48 2108.4 POOR
Henderson UK Property PAIF Feeder I Inc
UT Property -3.37 270 / 316 34.33 15.99 171 / 266 61.24 99.48 2108.4NO 5YR
PERFORMANCE
Kames Property Income Feeder Acc B
UT Property 2.52 156 / 316 34.33 61.24 99.48 432NO 5YR
PERFORMANCE
Kames Property Income Feeder B Inc
UT Property 2.31 165 / 316 34.33 61.24 99.48 432NO 5YR
PERFORMANCE
M&G Feeder of Property Portfolio I Acc
UT Property -7.13 306 / 316 34.33 14.12 190 / 266 61.24 24.7 143 / 190 99.48 2495.1 POOR
M&G Feeder of Property Portfolio I Inc
UT Property -7.08 303 / 316 34.33 13.97 191 / 266 61.24 24.31 145 / 190 99.48 2495.1 POOR
Invesco Perpetual Tactical Bond Y Acc
UT Sterling Strategic
Bond4.33 383 / 442 38.51 8.05 272 / 367 69.33 26.61 191 / 280 77.53 547 POOR
Invesco Perpetual Tactical Bond Y Inc
UT Sterling Strategic
Bond4.32 384 / 442 38.51 8.04 273 / 367 69.33 26.6 192 / 280 77.53 547 POOR
M&G UK Inflation Linked Corporate Bond I Acc
UT Sterling Strategic
Bond6.25 280 / 442 38.51 3.67 335 / 367 69.33 13.12 258 / 280 77.53 1077.9 POOR
M&G UK Inflation Linked Corporate Bond I Inc
UT Sterling Strategic
Bond6.25 281 / 442 38.51 3.66 336 / 367 69.33 13.09 259 / 280 77.53 1077.9 POOR
TwentyFour Dynamic Bond I Net Acc GBP
UT Sterling Strategic
Bond9.03 107 / 442 38.51 13.46 156 / 367 69.33 40.64 47 / 280 77.53 1445.2 MEDIOCRE
TwentyFour Dynamic Bond I Net Inc GBP
UT Sterling Strategic
Bond9.02 108 / 442 38.51 13.46 157 / 367 69.33 40.64 46 / 280 77.53 1445.2 MEDIOCRE
Invesco Perpetual Corporate Bond Y Acc
UT Sterling Corporate
Bond6.03 392 / 455 20.53 12.19 344 / 392 44.77 33.21 197 / 312 62.34 4845.2 POOR
Invesco Perpetual Corporate Bond Y Inc
UT Sterling Corporate
Bond6.03 391 / 455 20.53 12.2 343 / 392 44.77 33.21 196 / 312 62.34 4845.2 POOR
M&G Corporate Bond Inst Acc GBP
UT Sterling Corporate
Bond7.28 319 / 455 20.53 18.55 215 / 392 44.77 33.02 200 / 312 62.34 4271.4 POOR
M&G Corporate Bond Inst Inc GBP
UT Sterling Corporate
Bond7.19 328 / 455 20.53 18.51 217 / 392 44.77 32.94 202 / 312 62.34 4271.4 POOR
M&G Strategic Corporate Bond I Acc
GBP
UT Sterling Corporate
Bond7.03 343 / 455 20.53 15.74 296 / 392 44.77 30.95 231 / 312 62.34 3686.6 POOR
M&G Strategic Corporate Bond I Inc
GBP
UT Sterling Corporate
Bond7.01 345 / 455 20.53 15.75 295 / 392 44.77 30.96 230 / 312 62.34 3686.6 POOR
Launched 27/05/2016
Launched 28/03/2014
Launched 28/03/2014
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Jupiter Financial Opportunities I Acc
UT Specialist 25.3 208 / 504 79.91 29.9 176 / 447 136.13 81.87 38 / 342 194.87 493.1 MEDIOCRE
Jupiter Financial Opportunities I Inc
UT Specialist 25.3 206 / 504 79.91 29.9 175 / 447 136.13 81.6 39 / 342 194.87 493.1 MEDIOCRE
Fidelity Enhanced Income W Acc in GB
UT UK Equity Income
11.34 348 / 412 37.65 20.91 248 / 349 38.06 49.35 258 / 297 116.9 542 POOR
Fidelity Enhanced Income W Inc
UT UK Equity Income
11.22 350 / 412 37.65 20.9 249 / 349 38.06 49.3 259 / 297 116.9 542 POOR
Fidelity Moneybuilder Dividend Y Inc
UT UK Equity Income
14.89 234 / 412 37.65 29 58 / 349 38.06 70.35 99 / 297 116.9 1083.5 POOR
Schroder UK Alpha Income L Acc
UT UK Equity Income
15.65 191 / 412 37.65 22.79 205 / 349 38.06 72.16 81 / 297 116.9 522.9 POOR
Schroder UK Alpha Income L Inc
UT UK Equity Income
15.58 193 / 412 37.65 22.69 214 / 349 38.06 71.99 82 / 297 116.9 522.9 POOR
Standard Life UK Equity Income Unconstrained
Inst Acc
UT UK Equity Income
7.08 390 / 412 37.65 19.07 288 / 349 38.06 91.36 19 / 297 116.9 1091.5 POOR
Standard Life UK Equity Income Unconstrained
Inst Inc
UT UK Equity Income
7.05 391 / 412 37.65 18.98 289 / 349 38.06 90.96 21 / 297 116.9 1091.5 POOR
AXA Framlington UK Mid Cap Z Acc
UT UK All Companies
12.57 916 / 1072 44.05 28.25 209 / 969 65.15 117.66 29 / 820 150.58 166.4 POOR
AXA Framlington UK Mid Cap Z Inc
UT UK All Companies
12.55 917 / 1072 44.05 28.28 207 / 969 65.15 117.8 28 / 820 150.58 166.4 POOR
JOHCM UK Dynamic Y Acc
UT UK All Companies
30.1 16 / 1072 44.05 30.35 141 / 969 65.15 91.16 95 / 820 150.58 385.2 TOP
JOHCM UK Dynamic Y Inc
UT UK All Companies
30.06 17 / 1072 44.05 30.05 149 / 969 65.15 89.81 100 / 820 150.58 385.2 TOP
Majedie UK Equity X Acc UT UK All Companies
25.77 59 / 1072 44.05 25.2 362 / 969 65.15 78.1 216 / 820 150.58 3800 MEDIOCRE
Majedie UK Equity X Inc UT UK All Companies
25.78 58 / 1072 44.05 25.2 365 / 969 65.15 78.11 215 / 820 150.58 3800 MEDIOCRE
Old Mutual UK Alpha U2 Acc GBP
UT UK All Companies
21.43 368 / 1072 44.05 18.57 704 / 969 65.15 66.7 363 / 820 150.58 2223.1 POOR
Old Mutual UK Alpha U2 Inc GBP
UT UK All Companies
21.4 372 / 1072 44.05 18.49 709 / 969 65.15 66.59 370 / 820 150.58 2223.1 POOR
Wise Investments Evenlode Income C Acc
UT UK All Companies
21.34 376 / 1072 44.05 45.54 17 / 969 65.15 97.22 60 / 820 150.58 1243 MEDIOCRE
Wise Investments Evenlode Income C Inc
UT UK All Companies
21.34 377 / 1072 44.05 45.54 18 / 969 65.15 97.22 60 / 820 150.58 1243 MEDIOCRE
Franklin UK Smaller Companies W Acc
UT UK Smaller Companies
9.57 162 / 178 44.05 24.48 86 / 162 65.15 90.29 90 / 140 150.58 260.6 POOR
Franklin UK Smaller Companies W Inc
UT UK Smaller Companies
9.57 163 / 178 44.05 23.78 89 / 162 65.15 86.84 96 / 140 150.58 260.6 POOR
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
TOP PERFORMANCE 6 7.41% £2,482.6 1.76%
MEDIOCRE PERFORMANCE 22 27.16% £54,583.4 38.79%
POOR PERFORMANCE 44 54.32% £75,665.3 53.77%
NO 5YR PERFORMANCE 9 11.11% £7,983.5 5.67%
TOTAL NUMBER OF FUNDS 81 100% £140,714.8 100%
(4 Star ) Bestinvest Top Rated Funds 5 Year Performance Summary
Performance SummaryNumber of
FundsPercentage of
FundsAmount Held in Funds Based on 5 Yr
Performance Rating (£Million)Percentage Held in Funds Based on 5
Yr Performance Rating (%)
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Jul Baer RobecoSAM Smart Materials Na GBP
FO Commodity &
Energy43.73 92 / 887 79.02 55.95 13 / 811 145.42 124.71 309.8
NO 5YR PERFORMANCE
Templeton Frontier Markets W Acc GBP
FO Equity - Emerging Markets
37.15 921 / 2061 61.23 32.51411 / 1781 78.69 57.93 137 / 1340 142.53 670.5 POOR
Veritas Global Equity Income D GBP
FO Equity - International 32.57 583 / 3300 66.34 32.99
2174 / 2634 98.52 159.32 1102.3
NO 5YR PERFORMANCE
GAM Star Technology Inst Acc GBP
FO Equity - Tech Media &
Telecom48.77 47 / 213 56.17 46.35 132 / 165 116.12 93.69 105 / 145 171.03 205.1 POOR
GAM Star Technology Inst Inc GBP
FO Equity - Tech Media &
Telecom48.82 45 / 213 56.17 46.39 131 / 165 116.12 95.2 101 / 145 171.03 205.1 POOR
F&C Real Estate Securities B Acc GBP
FO Property - Europe 7.93 52 / 125 25.05 47.58 14 / 85 78.65 111.13 6 / 68 47.55 84.1 MEDIOCRE
F&C Real Estate Securities C Dis GBP TR
FO Property - Europe 7.75 58 / 125 25.05 47.6 12 / 85 78.65 111.41 5 / 68 147.55 84.1 MEDIOCRE
JOHCM Global Opportunities A GBP IA Global 22.64
1476 / 1713 57.39 64.01 115 / 1450 96.41 163.35 308.4
NO 5YR PERFORMANCE
TwentyFour Vontobel TwentyFour Absolute
Return Credit G
IA Targeted Absolute
Return6.72 468 / 846 39.18 64.42 129.19 339.6
NO 5YR PERFORMANCE
TwentyFour Corporate Bond I Acc GBP
IA Sterling Corporate
Bond8.85 215 / 456 20.53 44.77 62.34 368
NO 5YR PERFORMANCE
TwentyFour Corporate Bond I Dis GBP
IA Sterling Corporate
Bond8.85 212 / 456 20.53 44.77 62.34 368
NO 5YR PERFORMANCE
Ardevora UK Income C IA UK Equity
Income 12.95 291 / 391 37.65 24.5 158 / 334 38.06 89.95 22 / 283 116.9 208.1 POOR
Ardevora UK Income D GBP
IA UK Equity Income 12.98 289 / 391 37.65 24.34 164 / 334 38.06 87.82 31 / 283 116.9 208.1 POOR
Vanguard UK Government Bond Index
Acc GBPIA UK Gilts 6.74 23 / 109 11.65 25.3 21 / 101 63.85 29.32 19 / 88 54.19 1751.1 TOP
Vanguard UK Government Bond Index
Inc GBP IA UK Gilts 6.74 24 / 109 11.65 25.3 20 / 101 63.85 29.32 18 / 88 54.19 1751.1 TOP
Threadneedle Dynamic Real Return S Acc GBP
UT Targeted Absolute
Return9.45 85 / 339 26.57 20.66 42 / 250 43.32 129.19 540.2
NO 5YR PERFORMANCE
TM Fulcrum Diversified Core Absolute Return C
Acc GBP
UT Targeted Absolute
Return1.75 224 / 339 26.57 43.32 129.19 636.5
NO 5YR PERFORMANCE
First State Greater China Growth B GBP Acc
UT China/Greater
China37.45 21 / 42 45.33 61.86 13 / 39 73 90.67 14 / 34 106.37 447.6 MEDIOCRE
F&C European Small Cap ex UK 3 Acc
UT European Smaller
Companies21.11 61 / 77 38.01 55.9 143.13 67.2
NO 5YR PERFORMANCE
F&C European Small Cap ex UK 3 Inc
UT European Smaller
Companies21.12 60 / 77 38.01 55.9 143.13 67.2
NO 5YR PERFORMANCE
Launched 01/05/2015
Launched 27/11/2014
Launched 16/03/2015
Launched 16/03/2015
Launched 29/06/2012
Launched 28/08/2015
Launched 15/01/2015
Launched 15/01/2015
3 Year Performance 5 Year Performance
Sector
Launched 15/03/2013
Launched 02/07/2012
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating Fund Name
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
1 Year Performance
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Threadneedle European Smaller Companies Z
Acc GBP
UT European Smaller
Companies26.33 43 / 77 38.01 54.09 2 / 61 55.9 122.84 19 / 58 143.13 1681.9 POOR
Threadneedle European Smaller Companies Z
Inc GBP
UT European Smaller
Companies26.33 42 / 77 38.01 53.67 5 / 61 55.9 121.94 23 / 58 143.13 1681.9 POOR
Artemis European Opportunities I Acc
UT Europe Excluding UK 23.34 223 / 424 51.29 36.13 77 / 357 75.61 93.02 69 / 292 155.23 306 POOR
Artemis European Opportunities I Inc
UT Europe Excluding UK 23.34 222 / 424 51.29 36.15 76 / 357 75.61 93.04 68 / 292 155.23 306 POOR
HSBC European Index C Acc
UT Europe Excluding UK 28.31 73 / 424 51.29 32.42 138 / 357 75.61 79.33 146 / 292 155.23 936 MEDIOCRE
HSBC European Index C Inc
UT Europe Excluding UK 28.26 76 / 424 51.29 32.41 139 / 357 75.61 79.46 143 / 292 155.23 936 MEDIOCRE
JPM Europe Dynamic Ex UK C Acc
UT Europe Excluding UK 30.88 38 / 424 51.29 35.29 85 / 357 75.61 113.61 7 / 292 155.23 718.3 TOP
JPM Europe Dynamic Ex UK C Inc
UT Europe Excluding UK 28.89 60 / 424 51.29 33.28 121 / 357 75.61 110.43 155.23 718.3
NO 5YR PERFORMANCE
Jupiter European I Acc UT Europe
Excluding UK 15.8 391 / 424 51.29 43.79 27 / 357 75.61 104.77 27 / 292 155.23 3835.4 POOR
Jupiter European I Inc UT Europe
Excluding UK 15.79 392 / 424 51.29 43.76 28 / 357 75.61 104.62 29 / 292 155.23 3835.4 POOR
Thesis TM Sanditon European F Acc
UT Europe Excluding UK 23.29 225 / 424 51.29 75.61 155.23 277
NO 5YR PERFORMANCE
Thesis TM Sanditon European F Inc
UT Europe Excluding UK 20.88 305 / 424 51.29 75.61 155.23 277
NO 5YR PERFORMANCE
Vanguard FTSE Developed Europe ex UK
Equity Index A
UT Europe Excluding UK 28.88 63 / 424 51.29 33.51 116 / 357 75.61 77.52 175 / 292 155.23 1140.4 POOR
Vanguard FTSE Developed Europe ex UK
Equity Index A Inc
UT Europe Excluding UK 28.88 62 / 424 51.29 33.51 115 / 357 75.61 77.49 176 / 292 155.23 1140.4 POOR
Invesco Perpetual Pacific Y Acc
UT Asia Pacific Including
Japan39.55 2 / 18 39.56 68.01 4 / 18 72.35 91.3 2 / 17 91.31 269.3 TOP
Invesco Perpetual Pacific Y Inc
UT Asia Pacific Including
Japan39.56 1 / 18 39.56 68.02 3 / 18 72.35 91.31 1 / 17 91.31 269.3 TOP
Fidelity Index Pacific ex Japan W
UT Asia Pacific Excluding
Japan35.59 141 / 282 49.43 76.59 105.41 111
NO 5YR PERFORMANCE
Fidelity Index Pacific ex Japan W Inc
UT Asia Pacific Excluding
Japan35.61 137 / 282 49.43 76.59 105.41 111
NO 5YR PERFORMANCE
Henderson Asian Dividend Income I Acc
UT Asia Pacific Excluding
Japan28.99 217 / 282 49.43 46 161 / 237 76.59 63.94 80 / 195 105.41 138.4 POOR
Henderson Asian Dividend Income I Inc
UT Asia Pacific Excluding
Japan28.74 222 / 282 49.43 45.95 162 / 237 76.59 63.92 81 / 195 105.41 138.4 POOR
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Launched 04/08/2014
Launched 25/09/2014
Launched 25/09/2014
Launched 27/05/2014
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
HSBC Pacific Index C AccUT Asia Pacific
Excluding Japan
36.04 117 / 282 49.43 45.6 168 / 237 76.59 56.88 132 / 195 105.41 300.5 POOR
HSBC Pacific Index C Inc UT Asia Pacific
Excluding Japan
36.06 116 / 282 49.43 45.65 166 / 237 76.59 57.01 129 / 195 105.41 300.5 POOR
Invesco Perpetual Asian Y Acc
UT Asia Pacific Excluding
Japan49.43 1 / 282 49.43 76.59 1 / 237 76.59 89.98 9 / 195 105.41 948.8 TOP
Invesco Perpetual Asian Y Inc
UT Asia Pacific Excluding
Japan49.43 2 / 282 49.43 76.58 2 / 237 76.59 89.98 10 / 195 105.41 948.8 TOP
Jupiter Asian Income Z Acc
UT Asia Pacific Excluding
Japan28.72 223 / 282 49.43 76.59 105.41 455.5
NO 5YR PERFORMANCE
Jupiter Asian Income Z Inc
UT Asia Pacific Excluding
Japan28.71 224 / 282 49.43 76.59 105.41 455.5
NO 5YR PERFORMANCE
Investec Emerging Markets Local Currency
Debt I Acc GBP
UT Global Emerging
Market Bond22.92 74 / 128 27.39 17.83 91 / 108 58.71 6.23 60 / 69 70.34 308.7 POOR
Investec Emerging Markets Local Currency
Debt I Inc-2 GBP
UT Global Emerging
Market Bond20.71 102 / 128 27.39 15.59 99 / 108 58.71 4.2 64 / 69 70.34 308.7 POOR
Fidelity Global Enhanced Income W Acc
UT Global Equity Income 23.11 199 / 261 36.79 55.09 24 / 200 65.69 119.76 211.1
NO 5YR PERFORMANCE
Fidelity Global Enhanced Income W Inc
UT Global Equity Income 23.05 205 / 261 36.79 54.77 26 / 200 65.69 119.76 211.1
NO 5YR PERFORMANCE
Newton Global Income Inst W Acc GBP
UT Global Equity Income 24.85 144 / 261 36.79 62.11 3 / 200 65.69 96.33 19 / 135 119.76 5746.8 POOR
Newton Global Income Inst W Inc GBP
UT Global Equity Income 24.85 146 / 261 36.79 62.1 5 / 200 65.69 96.93 18 / 135 119.76 5746.8 POOR
Fidelity Index Emerging Markets W
UT Global Emerging Markets
37.68 135 / 230 53.05 66.64 75.39 98NO 5YR
PERFORMANCE
Fidelity Index Emerging Markets W Inc
UT Global Emerging Markets
37.68 134 / 230 53.05 66.64 75.39 98NO 5YR
PERFORMANCE
JPM Emerging Markets B Acc
UT Global Emerging Markets
41.16 53 / 230 53.05 48.33 51 / 201 66.64 36.4 70 / 148 75.39 1201.7 MEDIOCRE
JPM Emerging Markets B Inc
UT Global Emerging Markets
41.23 48 / 230 53.05 48.36 50 / 201 66.64 36.35 71 / 148 75.39 1201.7 MEDIOCRE
JPM Emerging Markets Income C Acc
UT Global Emerging Markets
38.27 114 / 230 53.05 39.64 147 / 201 66.64 75.39 315.5NO 5YR
PERFORMANCE
JPM Emerging Markets Income C Inc
UT Global Emerging Markets
37.78 129 / 230 53.05 39.17 150 / 201 66.64 75.39 315.5NO 5YR
PERFORMANCE
Newton Global Emerging Markets Inst W
Acc
UT Global Emerging Markets
32.92 182 / 230 53.05 50.93 28 / 201 66.64 68.77 4 / 148 75.39 92.6 POOR
Newton Global Emerging Markets Inst W
Inc
UT Global Emerging Markets
32.91 183 / 230 53.05 50.92 29 / 201 66.64 68.75 5 / 148 75.39 92.6 POOR
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Launched 28/03/2013
Launched 28/03/2013
Launched 02/10/2013
Launched 02/10/2013
Launched 27/05/2014
Launched 04/08/2014
Launched 02/03/2016
Launched 02/03/2016
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Invesco Perpetual Global Bond Y Acc
UT Global Bonds 8.3 253 / 382 28.58 18.32 134 / 313 46.35 23.73 144 / 251 77.49 500.2 POOR
Invesco Perpetual Global Bond Y Inc
UT Global Bonds 8.29 254 / 382 28.58 18.31 135 / 313 46.35 23.73 145 / 251 77.49 500.2 POOR
Threadneedle European High Yield Bond Z Acc
GBP
UT Global Bonds 18.96 22 / 382 28.58 15.84 162 / 313 46.35 38.18 60 / 251 77.49 766.1 POOR
F&C Responsible Global Equity 2 Acc UT Global 28.8 334 / 866 47.34 56.45 126 / 755 96.41 92.19 157 / 607 163.35 296.2 MEDIOCRE
F&C Responsible Global Equity 2 Inc UT Global 28.74 342 / 866 47.34 56.14 139 / 755 96.41 91.99 163 / 607 163.35 296.2 MEDIOCRE
Jupiter Ecology I Acc UT Global 23.45 667 / 866 47.34 34.95 587 / 755 96.41 74.7 371 / 607 163.35 544.6 POOR
Jupiter Ecology I Inc UT Global 23.44 668 / 866 47.34 34.93 588 / 755 96.41 74.68 372 / 607 163.35 544.6 POOR
Old Mutual Global Equity R Acc GBP UT Global 35.82 29 / 866 47.34 69.4 16 / 755 96.41 148.42 9 / 607 163.35 601 TOP
Vanguard FTSE Developed World ex UK
Equity Index A UT Global 32.53 133 / 866 47.34 60.95 51 / 755 96.41 103.59 63 / 607 163.35 3078.5 TOP
Vanguard FTSE Developed World ex UK
Equity Index A IncUT Global 32.53 132 / 866 47.34 60.97 50 / 755 96.41 103.61 62 / 607 163.35 3078.5 TOP
AXA Framlington Japan Z Acc UT Japan 26.59 130 / 168 50.02 84.8 9 / 147 111.28 132.02 6 / 118 307.77 174.4 POOR
AXA Framlington Japan Z Inc UT Japan 26.66 129 / 168 50.02 83.6 13 / 147 111.28 127.66 7 / 118 307.77 174.4 POOR
Fidelity Index Japan W UT Japan 32.03 92 / 168 50.02 111.28 307.77 117NO 5YR
PERFORMANCE
Fidelity Index Japan W Inc UT Japan 32.04 91 / 168 50.02 111.28 307.77 117
NO 5YR PERFORMANCE
L&G Japan Index Trust I Acc UT Japan 33.12 66 / 168 50.02 67.6 82 / 147 111.28 83.38 62 / 118 307.77 1254.3 POOR
L&G Japan Index Trust I Inc UT Japan 33.11 67 / 168 50.02 67.54 83 / 147 111.28 83.37 63 / 118 307.77 1254.3 POOR
Legg Mason IF Japan Equity X UT Japan 12.61 158 / 168 50.02 111.28 1 / 147 111.28 307.59 2 / 118 307.77 559.6 POOR
HSBC American Index C Acc
UT North America 32.42 181 / 346 46.64 73.96 39 / 314 85.19 131.57 23 / 260 159.61 2684.6 POOR
HSBC American Index C Inc
UT North America 32.44 180 / 346 46.64 74.01 38 / 314 85.19 131.21 26 / 260 159.61 2684.6 POOR
Old Mutual North American Equity U2 Acc
GBP
UT North America 36.83 20 / 346 46.64 84.42 3 / 314 85.19 157.38 4 / 260 159.61 1972.8 TOP
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Bestinvest Top Rated Funds Performance Review 27th March 2017
Launched 27/05/2014
Launched 04/08/2014
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Vanguard US Equity Index A
UT North America 33.82 115 / 346 46.64 71.81 69 / 314 85.19 129.46 40 / 260 159.61 4063.7 MEDIOCRE
Vanguard US Equity Index A Inc
UT North America 33.82 114 / 346 46.64 71.82 68 / 314 85.19 129.47 39 / 260 159.61 4063.7 MEDIOCRE
F&C Global Real Estate Securities 3 Acc UT Property 15.94 48 / 316 34.33 61.24 1 / 266 61.24 99.48 32.3
NO 5YR PERFORMANCE
F&C Global Real Estate Securities 3 Inc UT Property 15.72 52 / 316 34.33 60.43 3 / 266 61.24 99.48 32.3
NO 5YR PERFORMANCE
F&C UK Property Feeder 2 Acc UT Property 2.55 153 / 316 34.33 18.17 156 / 266 61.24 34.14 103 / 190 99.48 235.6 POOR
F&C UK Property Feeder 2 Inc UT Property 2.41 161 / 316 34.33 17.9 157 / 266 61.24 26.87 138 / 190 99.48 235.6 POOR
Premier Pan European Property Share C Acc UT Property 2.02 178 / 316 34.33 34.71 72 / 266 61.24 98.71 2 / 190 99.48 225.7 POOR
Premier Pan European Property Share C Inc UT Property 2.07 176 / 316 34.33 34.72 71 / 266 61.24 98.66 3 / 190 99.48 225.7 POOR
Fidelity Extra Income Y UT Sterling
Strategic Bond
8.53 128 / 442 38.51 17.22 88 / 367 69.33 36.96 72 / 280 77.53 529.1 MEDIOCRE
Fidelity Extra Income Y Acc
UT Sterling Strategic
Bond9.25 98 / 442 38.51 18.06 78 / 367 69.33 37.11 71 / 280 77.53 529.1 MEDIOCRE
Henderson Fixed Interest Monthly Income
I Acc GBP
UT Sterling Strategic
Bond8.46 134 / 442 38.51 15.58 108 / 367 69.33 39.77 51 / 280 77.53 815.7 MEDIOCRE
Henderson Fixed Interest Monthly Income
I Inc GBP
UT Sterling Strategic
Bond8.34 147 / 442 38.51 16.55 92 / 367 69.33 40.94 44 / 280 77.53 815.7 MEDIOCRE
Henderson Preference & Bond I Acc
UT Sterling Strategic
Bond7.7 188 / 442 38.51 15.33 111 / 367 69.33 39.66 53 / 280 77.53 744.9 MEDIOCRE
Henderson Preference & Bond I Inc
UT Sterling Strategic
Bond7.7 189 / 442 38.51 15.3 112 / 367 69.33 39.61 54 / 280 77.53 744.9 MEDIOCRE
Henderson Strategic Bond I Acc
UT Sterling Strategic
Bond5.86 307 / 442 38.51 13.06 168 / 367 69.33 36.13 77 / 280 77.53 1712.2 POOR
Henderson Strategic Bond I Inc
UT Sterling Strategic
Bond5.8 313 / 442 38.51 12.98 171 / 367 69.33 36.01 79 / 280 77.53 1712.2 POOR
Invesco Perpetual Monthly Income Plus Y
Acc
UT Sterling Strategic
Bond8.5 133 / 442 38.51 12.59 183 / 367 69.33 38.47 62 / 280 77.53 3314.4 MEDIOCRE
Invesco Perpetual Monthly Income Plus Y
Inc
UT Sterling Strategic
Bond8.51 132 / 442 38.51 12.64 182 / 367 69.33 39.75 52 / 280 77.53 3314.4 MEDIOCRE
Kames Ethical Corporate Bond B Acc
UT Sterling Corporate
Bond7.46 314 / 455 20.53 19.45 185 / 392 44.77 35.22 162 / 312 62.34 490 POOR
Kames Ethical Corporate Bond B Inc
UT Sterling Corporate
Bond7.44 316 / 455 20.53 19.42 186 / 392 44.77 35.18 164 / 312 62.34 490 POOR
Consistent 5 Year Performance
Rating
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Launched 18/12/2013
Launched 18/12/2013
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Standard Life Ethical Corporate Bond Ret
Platform 1 Acc
UT Sterling Corporate
Bond8.85 214 / 455 20.53 18.8 203 / 392 44.77 36.79 128 / 312 62.34 295 POOR
Standard Life Ethical Corporate Bond Ret
Platform 1 Inc
UT Sterling Corporate
Bond8.82 217 / 455 20.53 18.76 204 / 392 44.77 37.3 120 / 312 62.34 295 POOR
BlackRock Gold & General D Acc UT Specialist 39.4 69 / 504 79.91 38.87 95 / 447 136.13 -20.25 306 / 342 194.87 1235.1 POOR
BlackRock Gold & General D Inc UT Specialist 39.34 70 / 504 79.91 38.8 97 / 447 136.13 -20.25 307 / 342 194.87 1235.1 POOR
Investec Enhanced Natural Resources J Acc
GBPUT Specialist 35.48 103 / 504 79.91 21.64 242 / 447 136.13 6.02 258 / 342 194.87 89.5 POOR
Artemis Income I AccUT UK Equity
Income 17.18 137 / 412 37.65 27.13 92 / 349 38.06 67.78 126 / 297 116.9 6469.2 MEDIOCRE
Artemis Income I Inc UT UK Equity
Income 17.19 135 / 412 37.65 27.15 91 / 349 38.06 67.83 125 / 297 116.9 6469.2 MEDIOCRE
CF Woodford Equity Income C Acc GBP
UT UK Equity Income 12.68 313 / 412 37.65 38.06 116.9 9909
NO 5YR PERFORMANCE
CF Woodford Equity Income C Inc GBP
UT UK Equity Income 12.62 314 / 412 37.65 38.06 116.9 9909
NO 5YR PERFORMANCE
JOHCM UK Equity Income Y Acc
UT UK Equity Income 25.11 16 / 412 37.65 25.79 123 / 349 38.06 80.47 40 / 297 116.9 2900 MEDIOCRE
JOHCM UK Equity Income Y Inc
UT UK Equity Income 25.04 17 / 412 37.65 25.68 127 / 349 38.06 81.26 37 / 297 116.9 2900 MEDIOCRE
Schroder Income Maximiser L Acc
UT UK Equity Income 20.39 68 / 412 37.65 21.62 234 / 349 38.06 65.82 140 / 297 116.9 1072.5 POOR
Schroder Income Maximiser L Inc
UT UK Equity Income 18.32 113 / 412 37.65 19.57 281 / 349 38.06 63.04 165 / 297 116.9 1072.5 POOR
Troy Asset Management Ltd Trojan Income O Acc
UT UK Equity Income 13.59 279 / 412 37.65 37.05 2 / 349 38.06 75.3 60 / 297 116.9 3270.4 POOR
Troy Asset Management Ltd Trojan Income O Inc
UT UK Equity Income 13.59 280 / 412 37.65 37.05 3 / 349 38.06 75.26 61 / 297 116.9 3270.4 POOR
Unicorn UK Income B UT UK Equity
Income 11.21 352 / 412 37.65 17.11 311 / 349 38.06 104.5 7 / 297 116.9 625 POOR
Unicorn UK Income B Acc
UT UK Equity Income 11.26 349 / 412 37.65 17.15 309 / 349 38.06 104.84 6 / 297 116.9 625 POOR
Vanguard FTSE UK Equity Income Index A
UT UK Equity Income 18.97 101 / 412 37.65 19.74 278 / 349 38.06 53.8 232 / 297 116.9 985.8 POOR
Vanguard FTSE UK Equity Income Index A
Inc
UT UK Equity Income 18.97 100 / 412 37.65 19.74 277 / 349 38.06 53.8 231 / 297 116.9 985.8 POOR
Fidelity Index UK W UT UK All
Companies 22.42 287 / 1072 44.05 25.53 332 / 969 65.15 54.99 565 / 820 150.58 2175.4 POOR
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
Launched 02/06/2014
Launched 02/06/2014
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Fidelity Index UK W Inc UT UK All
Companies 22.42 283 / 1072 44.05 25.54 331 / 969 65.15 55 564 / 820 150.58 2175.4 POOR
Franklin UK Mid Cap W Acc
UT UK All Companies 11.23 979 / 1072 44.05 22.86 489 / 969 65.15 86.08 131 / 820 150.58 935.6 POOR
Franklin UK Mid Cap W Inc
UT UK All Companies 11.22 980 / 1072 44.05 22.83 491 / 969 65.15 85.63 139 / 820 150.58 935.6 POOR
HSBC FTSE 100 Index C Acc
UT UK All Companies 24.24 132 / 1072 44.05 24.67 399 / 969 65.15 49.65 659 / 820 150.58 724.4 POOR
HSBC FTSE 100 Index C Inc
UT UK All Companies 24.25 131 / 1072 44.05 24.63 401 / 969 65.15 49.8 658 / 820 150.58 724.4 POOR
HSBC FTSE 250 Index C Acc
UT UK All Companies 15.93 745 / 1072 44.05 26.22 279 / 969 65.15 85.18 146 / 820 150.58 734.5 POOR
HSBC FTSE 250 Index C Inc
UT UK All Companies 15.96 742 / 1072 44.05 26.3 274 / 969 65.15 85.22 145 / 820 150.58 734.5 POOR
Invesco Perpetual High Income Y Acc
UT UK All Companies 11.33 976 / 1072 44.05 27.61 234 / 969 65.15 70.89 301 / 820 150.58 11166.3 POOR
Invesco Perpetual High Income Y Inc
UT UK All Companies 11.34 975 / 1072 44.05 27.66 233 / 969 65.15 70.95 300 / 820 150.58 11166.3 POOR
Invesco Perpetual Income Y Acc
UT UK All Companies 10.06
1011 / 1072 44.05 24.74 398 / 969 65.15 67.78 340 / 820 150.58 5608.1 POOR
Invesco Perpetual Income Y Inc
UT UK All Companies 10.11
1009 / 1072 44.05 24.8 396 / 969 65.15 66.05 377 / 820 150.58 5608.1 POOR
Kames Ethical Equity B Acc
UT UK All Companies 7.65
1051 / 1072 44.05 17.69 759 / 969 65.15 74.89 244 / 820 150.58 563 POOR
Kames Ethical Equity B Inc
UT UK All Companies 7.63
1052 / 1072 44.05 17.67 761 / 969 65.15 74.86 245 / 820 150.58 563 POOR
L&G UK Index Trust I AccUT UK All
Companies 23.03 210 / 1072 44.05 25.79 310 / 969 65.15 55.56 544 / 820 150.58 5474.9 POOR
L&G UK Index Trust I Inc UT UK All
Companies 22.89 228 / 1072 44.05 25.6 326 / 969 65.15 55.37 556 / 820 150.58 5474.9 POOR
Standard Life Investments UK Ethical
Ret Platform 1 Acc
UT UK All Companies 13.69 862 / 1072 44.05 21.76 548 / 969 65.15 78.63 209 / 820 150.58 249.5 POOR
L&G All Stocks Gilt Index Trust I Acc UT UK Gilts 5.53 59 / 125 11.85 22.34 42 / 111 63.85 23.79 41 / 97 54.52 1163.8 MEDIOCRE
L&G All Stocks Gilt Index Trust I Inc UT UK Gilts 5.53 58 / 125 11.85 22.34 41 / 111 63.85 23.69 43 / 97 54.52 1163.8 MEDIOCRE
L&G All Stocks Gilt Index Trust M Acc UT UK Gilts 5.53 57 / 125 11.85 22.36 40 / 111 63.85 23.75 42 / 97 54.52 1163.8 MEDIOCRE
Royal London Index Linked M Acc
UT UK Index - Linked Gilts 16.92 58 / 70 20.7 42.2 53 / 63 52.15 50.69 33 / 50 62.78 437.1 POOR
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
1 Yr % Growth
1 Yr Rank
Top Fund Growth
3 Yr % Growth
3 Yr Rank
Top Fund Growth
5 Yr % Growth
5 Yr Rank
Top Fund Growth
Royal London Index Linked M Inc
UT UK Index - Linked Gilts 16.92 57 / 70 20.7 42.3 52 / 63 52.15 50.77 31 / 50 62.78 437.1 POOR
Vanguard UK Inflation Linked Gilt Index A Gross
Acc GBP
UT UK Index - Linked Gilts 19.95 6 / 70 20.7 44.55 32 / 63 52.15 54.16 18 / 50 62.78 1019.7 MEDIOCRE
Vanguard UK Inflation Linked Gilt Index A Gross
Inc GBP
UT UK Index - Linked Gilts 19.95 7 / 70 20.7 44.56 31 / 63 52.15 54.18 17 / 50 62.78 1019.7 MEDIOCRE
Liontrust UK Smaller Companies I Acc
UT UK Smaller Companies 25.39 23 / 178 42.3 44.81 9 / 162 50.76 141.26 11 / 140 183.03 632.1 TOP
Liontrust UK Smaller Companies I Inc
UT UK Smaller Companies 25.39 22 / 178 42.3 45.1 8 / 162 50.76 142.58 9 / 140 183.03 632.1 TOP
Marlborough Special Situations P Acc
UT UK Smaller Companies 20.95 60 / 178 42.3 41.49 23 / 162 50.76 118.9 41 / 140 183.03 1210 MEDIOCRE
Marlborough UK Micro Cap Growth P Acc
UT UK Smaller Companies 24.09 32 / 178 42.3 33.51 57 / 162 50.76 114.74 50 / 140 183.03 742.5 MEDIOCRE
Bestinvest Top Rated Funds Performance Review 27th March 2017
Bestinvest Star Rating
Fund Name Sector
1 Year Performance 3 Year Performance 5 Year Performance
Fund Size (£ Millions)
Consistent 5 Year Performance
Rating
TOP PERFORMANCE 13 8.84% £16,651.7 7.87%
MEDIOCRE PERFORMANCE 30 20.41% £50,640.9 23.92%
POOR PERFORMANCE 75 51.02% £116,512.4 55.04%
NO 5YR PERFORMANCE 29 19.73% £27,878.3 13.17%
TOTAL NUMBER OF FUNDS 147 100% £211,683.3 100%
(3 Star ) Bestinvest Top Rated Funds 5 Year Performance Summary
Performance SummaryNumber of
FundsPercentage of
FundsAmount Held in Funds Based on 5 Yr
Performance Rating (£Million)Percentage Held in Funds Based on 5
Yr Performance Rating (%)
Bestinvest Top Rated FundsPerformance SummaryOur analysis of the Bestinvest Top Rated Funds list identifies that the significant majority of the funds they praise to be “Exceptional”, “Very High Quality” or “High Quality” have factually ranked within the lowest 50% of funds in their sectors for growth during the recent 5 year period. With the inclusion of serial poor performing funds, investors may wish to think twice before they seek inspiration or plan to make fund choices based on the funds promoted in Bestinvests Premier Selection list.
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If you are unsure of the performance of each of the funds in your investment portfolio or you would like to find out if you can improve your portfolio growth, you might wish to benefit from the 5 star rated Yodelar portfolio review service.
This unique service provides investors with complete clarity on the performance and ranking of each individual fund within their portfolio. Our investment research team will undertake a comprehensive analysis of your portfolio for performance and volatility as well as provide a growth comparison alongside a similar risk model portfolio of consistently top performing funds.
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Independent & Impartial Performance AnalysisUpload your portfolio today and get an independent analysis of your existing investment funds and overall portfolio.
Our 5 star rated portfolio review service will detail – the factual ranking and performance of your individual funds, and the overall performance of your entire portfolio.
Simply upload your most recent investment statement or attach a list of funds including the amounts invested in each and our team of experts will provide you with a comprehensive portfolio analysis.
Get a complete fund analysis and assessment of each fund contained within your pension, ISA or investment portfolio.
1, 3 & 5 year performance analysis of each fund.
Positional ranking comparing each fund to all other same sector funds.
Individual fund rating as TOP, MEDIOCRE or POOR.
Portfolio growth comparison. We analyse your portfolio against model portfolios that contain only consistently TOP performing funds.
I would recommend this portfolio review service to anyone with an investment portfolio. I have a very different view on fund performance and investing now, as a result of this service.
- Paul Fallowfield
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