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Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trust and OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Fund Performance

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Investments

Unit trusts & OEICs

Fund Ratings

Investments

2813 Funds
Rank	Fund	Group	Asset Class	S&P rating	OBSR rating
1	Aberdeen Asia Pacific	Aberdeen Unit Trusts & OEICs	Equity	AA	AA
2	Aberdeen Charity Select Global Ex UK Equity	Aberdeen Unit Trusts & OEICs	Equity	NR	NR
3	Aberdeen Emerging Markets	Aberdeen Unit Trusts & OEICs	Equity	AA	AA
4	Aberdeen Japan Growth	Aberdeen Unit Trusts & OEICs	Equity	NR	NR
5	AEGON UK Equity	AEGON Asset Mgmt UK Plc	Equity	NR	AA
6	AEGON UK Opportunities	AEGON Asset Mgmt UK Plc	Equity	NR	AA
7	AEGON UK Smaller Companies	AEGON Asset Mgmt UK Plc	Equity	NR	A
8	Allianz PIMCO Gilt Yield	Allianz Global Investors UK	Fixed Interest	NR	NR
9	Allianz RCM US Equity	Allianz Global Investors UK	Equity	NR	A
10	Architas Multi-Manager Income	Architas Multi-Manager Ltd	Mixed Asset	NR	NR
11	Architas Multi-Manager Reserve	Architas Multi-Manager Ltd	Mixed Asset	NR	NR
12	Aviva Inv UK Equity	Aviva Investors UK Fd Serv Ltd	Equity	NR	NR
13	Aviva Inv UK Equity Income	Aviva Investors UK Fd Serv Ltd	Equity	A	NR
14	Aviva Inv UK Income & Growth	Aviva Investors UK Fd Serv Ltd	Equity	NR	NR
15	AXA Framlington UK Select Opps	AXA IM UK	Equity	NR	AAA
16	AXA Global Distribution	AXA Distribution Invest ICVC	Mixed Asset	NR	NR
17	AXA Global High Income	AXA IM UK	Fixed Interest	NR	A
18	AXA Pan European High Yield Bond	AXA IM UK	Fixed Interest	NR	NR
19	Baillie Giff American	Baillie Gifford	Equity	NR	A
20	Baillie Giff British Smaller Companies	Baillie Gifford	Equity	NR	NR
21	Baillie Giff European	Baillie Gifford	Equity	NR	NR
22	Baillie Giff European Smaller Companies	Baillie Gifford	Equity	NR	NR
23	Baillie Giff International	Baillie Gifford	Equity	NR	NR
24	Baillie Giff Japanese	Baillie Gifford	Equity	NR	NR
25	BAM UK Government Bond	Baring Asset Management	Fixed Interest	NR	NR
26	Baring Emerging Markets	Baring Asset Management	Equity	NR	NR
27	Baring Global Bond	Baring Asset Management	Fixed Interest	NR	NR
28	Baring Global Growth	Baring Asset Management	Equity	NR	NR
29	BlackRock Continental European	BlackRock	Equity	AA	A
30	BlackRock European Dynamic	BlackRock	Equity	AA	A
31	BlackRock UK Equity	BlackRock	Equity	NR	NR
32	BlackRock UK Income	BlackRock	Equity	AA	A
33	BlackRock UK Special Situations	BlackRock	Equity	AA	AAA
34	BlackRock UK Specialist	BlackRock	Equity	NR	NR
35	BlackRock US Opportunities	BlackRock	Equity	NR	NR
36	Broadway ICVC Income	The 140 Investment Managers	Fixed Interest	NR	NR
37	Cavendish Worldwide	Cavendish Asset Management	Equity	NR	NR
38	Cazenove European	Cazenove Invest Fund Mgmt Ltd	Equity	NR	AA
39	Cazenove Multi Manager Diversity	Cazenove Invest Fund Mgmt Ltd	Mixed Asset	NR	NR
40	Cazenove UK Corporate Bond	Cazenove Invest Fund Mgmt Ltd	Fixed Interest	NR	NR
41	Cazenove UK Opportunities	Cazenove Invest Fund Mgmt Ltd	Equity	NR	A
42	CBF Church of England Fixed Interest Securities	CBF Church of England Funds	Fixed Interest	NR	NR
43	CF Adam Worldwide	Capita Financial Managers	Equity	NR	NR
44	CF Amati UK Smaller Companies	Capita Financial Managers	Equity	NR	NR
45	CF Aspen	Capita Financial Managers	Mixed Asset	NR	NR
46	CF Beech	Capita Financial Managers	Mixed Asset	NR	NR
47	CF Broden	Capita Financial Managers	Equity	NR	NR
48	CF Buxton	Capita Financial Managers	Mixed Asset	NR	NR
49	CF Canlife Bond	Capita Financial Managers	Fixed Interest	NR	NR
50	CF Canlife Far East	Capita Financial Managers	Equity	NR	NR
51	CF Canlife Japanese Growth	Capita Financial Managers	Equity	NR	NR
52	CF Canlife UK Property Jersey	Capita Financial Managers	Property	NR	NR
53	CF Cranmer	Capita Financial Managers	Mixed Asset	NR	NR
54	CF Crystal	Capita Financial Managers	Mixed Asset	NR	NR
55	CF Dartmoor	Capita Financial Managers	Mixed Asset	NR	NR
56	CF Eclectica Europe	CF Eclectica Asset Management	Equity	NR	NR
57	CF Gulland	Capita Financial Managers	Mixed Asset	NR	NR
58	CF Hendom	Capita Financial Managers	Mixed Asset	NR	NR
59	CF Holly	Capita Financial Managers	Equity	NR	NR
60	CF JM Finn Global Opportunities	CF JM Finn Investment	Equity	NR	NR
61	CF JOHIM Portfolio	Capita Financial Managers	Mixed Asset	NR	NR
62	CF KB Endeavour Balanced Total Return	CF Kleinwort Benson Funds	Mixed Asset	NR	NR
63	CF London Bridge	Capita Financial Managers	Equity	NR	NR
64	CF Mermaid	Capita Financial Managers	Mixed Asset	NR	NR
65	CF Miton Special Situations Portfolio	Capita Financial Managers	Mixed Asset	NR	A
66	CF Miton Strategic Portfolio	Capita Financial Managers	Mixed Asset	NR	A
67	CF Morant Wright Japan	Capita Financial Managers	Equity	NR	NR
68	CF Navajo	Capita Financial Managers	Mixed Asset	NR	NR
69	CF Odey Continental European	Odey Asset Management	Equity	NR	NR
70	CF Oenoke	Capita Financial Managers	Mixed Asset	NR	NR
71	CF Packel Global	Capita Financial Managers	Mixed Asset	NR	NR
72	CF Penrhos	Capita Financial Managers	Mixed Asset	NR	NR
73	CF Primrose	Capita Financial Managers	Mixed Asset	NR	NR
74	CF Progressive UK Smaller Companies	Capita Financial Managers	Equity	NR	NR
75	CF Purisima UK Total Return	Capita Financial Managers	Equity	NR	NR
76	CF Ruffer Absolute Return	CF Ruffer Investment Mgmt Ltd	Mixed Asset	NR	NR
77	CF Ruffer Equity & General	CF Ruffer Investment Mgmt Ltd	Mixed Asset	NR	NR
78	CF Ruffer European	CF Ruffer Investment Mgmt Ltd	Mixed Asset	NR	NR
79	CF Ruffer Total Return	CF Ruffer Investment Mgmt Ltd	Mixed Asset	NR	NR
80	CF Starhunter Managed	Capita Financial Managers	Mixed Asset	NR	NR
81	CF Successor Global Growth	Capita Financial Managers	Equity	NR	NR
82	CF Triple Six Investment	Capita Financial Managers	Mixed Asset	NR	NR
83	CF UK	Capita Financial Managers	Equity	NR	NR
84	CF Walker Crips Corporate Bond	Capita Financial Managers	Fixed Interest	NR	NR
85	CF Walker Crips Equity Income	Capita Financial Managers	Equity	NR	NR
86	CF Walker Crips UK Growth	Capita Financial Managers	Equity	NR	A
87	CF Walker Crips UK High Alpha	Capita Financial Managers	Equity	NR	NR
88	CF Walnut	Capita Financial Managers	Mixed Asset	NR	NR
89	CF Whitefoord Absolute Return	Capita Financial Managers	Mixed Asset	NR	NR
90	CF Windrush	Capita Financial Managers	Mixed Asset	NR	NR
91	CF Worldwide	Capita Financial Managers	Mixed Asset	NR	NR
92	Charles Stanley Equity	Charles Stanley Fund Mgmt	Equity	NR	NR
93	Charles Stanley Regular High Income	Charles Stanley Fund Mgmt	Mixed Asset	NR	NR
94	CIS UK Income With Growth	CIS UT Managers	Mixed Asset	NR	NR
95	Close Freehold Exempt Trust	Close Property Investment	Property	NR	NR
96	Close UK Escalator 100	Close Asset Management(UK) Ltd	Structured Products	NR	NR
97	COIF-Charities Property	Coif Charity Funds	Property	NR	NR
98	Ecclesiastical Amity European	Ecclesiastical Investment Mgmt	Equity	NR	NR
99	Ecclesiastical Amity International	Ecclesiastical Investment Mgmt	Equity	NR	NR
100	Ecclesiastical Higher Income	Ecclesiastical Investment Mgmt	Mixed Asset	NR	NR
101	Elite Charteris Premium Income	WAY Fund Managers	Equity	NR	NR
102	Engage Mutual Invest Growth	Engage Mutual	Equity	NR	NR
103	Epworth European	Epworth Investment Management	Equity	NR	NR
104	Epworth UK Equity	Epworth Investment Management	Equity	NR	NR
105	F&C High Income	F&C Fund Management	Mixed Asset	NR	NR
106	F&C Institutional UK Equity	F&C Fund Management	Equity	NR	NR
107	F&C International Heritage	F&C Fund Management	Equity	NR	NR
108	F&C UK Mid Cap	F&C Fund Management	Equity	NR	NR
109	Fidelity America	Fidelity (FIL Investment Intl)	Equity	NR	NR
110	Fidelity European Opportunities	Fidelity (FIL Investment Intl)	Equity	A	AA
111	Fidelity Extra Income	Fidelity (FIL Investment Intl)	Fixed Interest	AA	NR
112	Fidelity Global Focus	Fidelity (FIL Investment Intl)	Equity	NR	NR
113	Fidelity Global Focus Inst	Fidelity (FIL Investment Intl)	Equity	NR	NR
114	Fidelity Inst Core Plus Bond	Fidelity (FIL Investment Intl)	Fixed Interest	NR	NR
115	Fidelity Inst UK Aggregate Bond	Fidelity (FIL Investment Intl)	Fixed Interest	NR	NR
116	Fidelity Inst UK Gilt	Fidelity (FIL Investment Intl)	Fixed Interest	NR	NR
117	Fidelity Institutional South East Asia	Fidelity (FIL Investment Intl)	Equity	NR	NR
118	Fidelity Japan Smaller Companies	Fidelity (FIL Investment Intl)	Equity	NR	NR
119	Fidelity Money Builder Income	Fidelity (FIL Investment Intl)	Fixed Interest	AAA	AAA
120	Fidelity Multi Asset Strategic	Fidelity (FIL Investment Intl)	Mixed Asset	NR	A
121	Fidelity Pan European	Fidelity (FIL Investment Intl)	Equity	NR	NR
122	Fidelity Retirement Income	Fidelity (FIL Investment Intl)	Mixed Asset	NR	NR
123	Fidelity Strategic Bond	Fidelity (FIL Investment Intl)	Fixed Interest	AA	A
124	Fidelity Target 2010	Fidelity (FIL Investment Intl)	Mixed Asset	NR	NR
125	Fidelity Target 2015	Fidelity (FIL Investment Intl)	Mixed Asset	NR	NR
126	Fidelity UK	Fidelity (FIL Investment Intl)	Equity	NR	NR
127	Fidelity UK Aggressive	Fidelity (FIL Investment Intl)	Equity	A	NR
128	Fidelity UK Growth	Fidelity (FIL Investment Intl)	Equity	A	NR
129	Fidelity UK Specialist	Fidelity (FIL Investment Intl)	Equity	NR	NR
130	First State Asia Pacific	First State Investments UK Ltd	Equity	AAA	AAA
131	First State Asia Pacific Leaders	First State Investments UK Ltd	Equity	AAA	AAA
132	First State Asia Pacific Sustainability	First State Investments UK Ltd	Equity	NR	A
133	First State Global Emerging Markets	First State Investments UK Ltd	Equity	AA	AA
134	First State Global Emerging Markets Leaders	First State Investments UK Ltd	Equity	AA	AA
135	First State Greater China Growth	First State Investments UK Ltd	Equity	AAA	A
136	Gartmore Corporate Bond	Gartmore Fund Managers	Fixed Interest	NR	NR
137	Gartmore US Growth	Gartmore Fund Managers	Equity	NR	NR
138	GLG Cash	GLG Partners UK Limited	Money Market	NR	NR
139	GLG Core Plus Sterling Bond	GLG Partners UK Limited	Fixed Interest	NR	NR
140	GLG Global Corporate Bond	GLG Partners UK Limited	Fixed Interest	NR	NR
141	GLG Japan Core Alpha	GLG Partners UK Limited	Equity	AAA	AA
142	Halifax UK Equity Income	HBOS Investment Fd Mgrs Ltd	Equity	NR	NR
143	Halifax UK FTSE 100 Index Tracking	HBOS Investment Fd Mgrs Ltd	Equity	NR	NR
144	Halifax UK FTSE All Share Idx Tracker	HBOS Investment Fd Mgrs Ltd	Equity	NR	NR
145	Halifax UK Growth	HBOS Investment Fd Mgrs Ltd	Equity	NR	NR
146	Henderson Cash	Henderson Global Investors Ltd	Money Market	NR	NR
147	Henderson European Growth	Henderson Global Investors Ltd	Equity	NR	AAA
148	Henderson Global Innovation	Henderson Global Investors Ltd	Equity	NR	NR
149	Henderson International	Henderson Global Investors Ltd	Equity	NR	NR
150	Henderson Money Market	Henderson Global Investors Ltd	Money Market	NR	NR

Key to codes

SH : Insufficient history
SS : Sector too small to be eligible
US : Sector is not rated

About Fund Ratings»

Investments

Unit Trust and OEICs / A-Z Fund Ratings