Top 100 ISA funds over 5 years
Top 100 Unit Trust ISA Funds over 5 years Value of £1,000 lump sum investment and ranking over 1 year
over 3 years AXA Fram Biotech R Acc
Neptune UK Mid Cap A Acc GBP Legg Mason Japan Equity A
Henderson UK Smll Cos A NetAcc Marlborough UK M-Cp Gr A acc AXA Fram UK SmCos R Acc SLI UK Equity Unconstr Ret F&C UK Mid Cap 1 Acc
Barclays UK Lower Cap A Dist PFS Chelverton UK Eq Inc Ret I Investec UK SmrCos A Acc Net £ Unicorn UK Income A Inc Schroder UK Small Cos Acc Baillie Giff Brit Sm Cos A Acc Marlborough Special Situations Royal London UK Mid-Cap Growth Old Mutual UK MidCap A Acc Aberforth UK Small Comp Acc F&C UK Smaller Cos 1 Acc
Unicorn UK Smaller Companies A AXA Fram Health R Inc
Liontrust UK Sm Cos Fd (R)
L&G UK Smaller Companies R Inc AI UKR UK Smaller Comps SC1 Schroder Gl Healthcare A Acc Old Mutual Nth Amer Eq A Acc MFM Techinvest Technology Acc Ecclesiastical UK Eq Grth A L&G Global H&P Index R Inc Liontrust Spec Sits Fd (R)
Threadneedle UK Smaller CosRNI Schroder UK Mid 250 Acc FP Miton Undval Assets Ret Henderson UK Eq Inc&Gr A Inc Old Mutual UK Sm Cos A Acc Kames Ethical Equity B Acc Close FTSE TechMark
Aberdeen Property Share A Acc HSBC FTSE 250 Index Inc Royal London UK Equity Inc A BLK UK Smaller Companies A Acc Schroder UK Alpha Income A Inc Allianz UK Mid-Cap A Acc
TB Amati UK Smaller Cos A Acc Threadneedle UK Mid 250 HSBC American Index Inc
Premier Pan Euro Prop A Net In Fidelity Amer Spec Sits A Acc Schroder Recovery A Inc SLI UK Smaller Cos Ret Acc Aberdeen UK Mid-Cap Eq A Acc SW UK Smaller Companies A Acc Old Mutual Gbl Eq A Acc
InvPerp UK Strat Income NT Inc Lazard UK Smr Cos Ret Inc Halifax North American C Jupiter UK Growth
Aberdeen UK SmCos Eq A Acc Threadneedle Amer Sm Cos RNA L&G US Index R Inc
SLI UK Eq High Alpha Ret Acc JPM US Smaller Companies A Acc JPM UK Smaller Companies A Acc InvPerp UK SmCos Eq Acc
FirstState AsiaPacSus A GBP Ac Marlborough UK MltCap Gro Ainc JPM US Equity Income A Acc Evenlode Income A Acc Thesis Eldon Inc
Henderson Gl Care UK Inc A Inc SLI UK Ethical Ret Acc
Threadneedle American RNA GBX Investec UK Alpha A Acc Net £ Old Mutual UK Eq Income A Acc InvPerp UK Aggressive Acc AXA Fram Amer Gro R Acc InvPerp UK Growth Acc SVM UK Growth A
JPM US Select A Acc
Threadneedle UK Eq Inc RNI Artemis Global Growth R Acc Rathbone Income Inc
Threadneedle PanEupn SmCos RNA Schroder US Mid Cap A Acc GAM N Am Gth Acc
Threadneedle UK Gth & Inc RNI Premier Ethical A Inc JPM US A Acc
Rathbone Recovery Inc
Schroder US Small Cos A Acc L&G Ethical R Inc
Unicorn UK Growth A Income Artemis UK Growth R Acc Schroder Income A Acc
PFS Downing Active Mgmnt A Acc Fidelity MnyBldr Dividend SLI Amer Eq Uncns Ret Acc M&G Smaller Companies A Inc AXA Fram Glbl Tech R Acc GLG Tech Eqty Rtl Acc A GBP
1293.03 1077.61 1036.48 974.50 912.97 984.10
1015.38 1050.22 944.69 984.05 856.30 935.02 971.82 900.97 958.23
1029.96 1020.79 993.53 983.68 914.18
1220.13 926.93 932.80 950.32
1255.34 1216.37 961.47 966.25
1252.65 991.80 973.93 963.70
1005.54 959.16 937.70
1048.60 1105.05 1151.93 1065.18 1041.01 910.74
1064.21 1034.05 948.47
1006.85 1250.43 1233.20 1236.79 1002.92 883.24
1008.47 868.37
1130.37 1074.24 950.26
1267.80 1039.05 955.07
1145.89 1235.45 1005.91 1020.98 908.23 969.17
1248.08 941.82
1195.47 1088.28 1117.69 1052.81 961.75
1168.17 1009.20 1044.05 956.76
1148.62 989.97 950.63
1215.43 1034.01 1178.19 1085.97 1013.55 1213.85 1095.97 1029.81 995.10
1230.62 989.66
1185.99 1067.67 816.60 957.45
1076.52 1110.85 1106.91 1167.68 887.77
1140.81 1036.91
2
262 535 930
1033 887 672 450
1002 888
1059 1012 934
1041 980 581 635 837 890
1031 16
1023 1018 992 6
17
970 955 7
843 931 962 748 977
1009 462 184 72
318 504
1035 327 545 996 735 8
13 11
775
1051 725
1056 111 275 993 4
517 987 82 12
744 632
1038 944 9
1005 24
230 138 417 968 49
717 489 984 78
853 990 18
546 35
237 687 19
208 583 829 15
855 28
308
1063 982 265 167 177 52
1048 89
532
2781.69 1787.30 2014.83 1617.87
1 9 2
40
1466.91 151 1676.58 1727.82 1675.59 1629.06 1719.12
23 15 24 33 16
1500.71 113 1625.47 1657.08
36 27
1508.70 103 1480.19 137 1597.79 1713.34 1747.17 1585.24 1610.11 1873.95 1589.89
56
1473.18 141 1576.58 1983.81 1696.99 1533.79 1614.38 1930.97
1368.13 304 1470.26 147 1697.39 1592.28
20 54
1509.62 102 1503.42 109 1623.02 1602.06 1849.97 1620.25 1628.60
38 34
1421.67 220 1564.80 1527.78
65 92
1289.06 501 1542.34 1670.58 1921.84 1706.85 1744.71
19 13
1389.53 276 1491.30 124 1433.76 200 1643.84 1638.19
28 31
1444.61 182 1668.44 1629.85
26 32
1498.69 115 1600.49 1639.95
48 30
1498.50 116 1450.59 175 1448.53 178 1508.46 104 1538.19
83
1414.47 230 1569.23
64
1496.36 117 1584.61 1542.99
60 78
1443.75 183 1552.72 1616.19 1545.69 1707.82
72 42 77 18
1466.74 152 1604.31
45
1424.37 214 1641.90
29
1507.24 107 1540.79 1530.80
81 87
1435.37 198 1590.83
55
1485.08 129 1484.35 131 1625.75 1596.40
35 51
1425.14 213 1592.86 1547.77
52 76
1338.73 375 1421.35 223 1695.26 1739.70 1515.31 1562.65
22 14 99 67
1360.16 320 1365.88 308 1352.67 337
79 25 5
37 47 8
63 3
21 84 43 4
49 17 12 59 44 6
3546.52 2621.52 2528.03 2444.77 2433.07 2424.94 2413.00 2399.52 2363.18 2350.51 2348.42 2346.19 2334.34 2312.97 2308.18 2301.40 2283.83 2280.65 2278.75 2271.34 2259.36 2252.57 2238.66 2203.56 2198.65 2191.24 2170.11 2160.75 2148.78 2146.61 2134.79 2124.41 2121.21 2113.19 2109.30 2107.66 2106.65 2101.90 2097.30 2079.81 2079.20 2065.47 2064.61 2061.56 2052.97 2050.89 2043.64 2038.71 2035.62 2035.06 2034.74 2034.42 2027.01 2024.62 2014.13 2009.25 1991.23 1985.46 1984.55 1980.87 1979.67 1972.50 1970.63 1963.34 1960.14 1959.88 1959.59 1955.77 1952.67 1946.31 1946.22 1945.14 1945.04 1944.74 1939.35 1936.01 1923.25 1922.98 1921.15 1920.05 1918.99 1914.50 1910.12 1907.27 1904.66 1904.32 1903.34 1900.51 1897.72 1893.92 1892.83 1888.51 1882.54 1876.08 1874.87 1873.73 1869.66 1868.18 1865.47
over 5 years
1 2 3 4 5 6 7 8 9
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99
1864.96 100
Biotech Growth Trust International Biotech Tst SVG Capital PLC
Northern Investors Co Investment Company PLC Henderson Smaller Cos IT Small Cos Div Tst
Worldwide Healthcare Trust PLC Aberdeen New Thai Inv Tst PLC BlackRock Smaller Companies Schroder UK Mid Cap Fund PLC JPM Mid Cap Inv
Jupiter European Opps Tst Finsbury Gwth & Inc Tst Henderson Opp Trust
Lowland Investment Company Scottish Mortgage Investment JPMorgan US Smaller Co IT PLC Lindsell Train Investment Tst Aberdeen Sm Cos Hi Inc Trust Baillie Gifford Japan Trust
Standard Life UK SmallerCosTst Invesco Perpetual UK Sm Cos IT Baillie Gifford Shin Nippon TR Property Inv Tst
European Assets Trust NV F&C Global Smaller
Aberdeen Asian Smaller Co IT JPM Smaller Companies IT Perpetual Income & Gwth Electra Pvt Eqty
Law Debenture Corporation Henderson High Income Trust Dunedin Smaller Cos Inv Tst Edinburgh Inv Tst 3i Group PLC
The Mercantile IT
Allianz Technology Trust PLC Invesco Income Growth Trust Standard Life Euro Private Eq Polar Capital Technology Tst Standard Life Eq Inc Tst
City of London Investment Tst Graphite Enterprise Tst
Jupiter Primadona Growth Tst Henderson European Focus Trust Keystone Investment Tst JPMorgan American IT Shires Income PLC
Mid Wynd International Inv Tst Jupiter US Smaller Co PLC Henderson EuroTrust PLC Schroder Income Growth Witan Investment Trust
Value and Income Trust PLC BlackRock Greater Euro IT Bankers Investment Trust PLC Aberdeen Japan Invt Trust Pacific Assets Trust PLC
London & St Lawrence Inv Co Edinburgh Worldwide Inv Tst Fidelity Special Values Foreign & Colonial Inv Tst
Dunedin Income Growth Inv Tst Temple Bar Investment Tst JPMorgan Claverhouse IT
JPMorgan Elect Managed Growth Merchants Trust
JPMorgan European Sm Cos Tst Fidelity European Values PLC Murray Income Tst
Troy Income & Growth Trust PLC Securities Trust of Scotland Martin Currie Glbl Port Tst Schroder Japan Gwth
JPMorgan Elect Managed Income Schroder AsiaPacific
Schroder UK Growth Fund JPMorgan Europe IT Growth New India InvestmentTst Alliance Trust PLC
The European Inv Trust PLC JPM Japanese IT
North American Income Tst PLC JPMorgan Overseas IT Invesco Asia Trust PLC
F&C Capital and Income Inv Tst Aberdeen UK Tracker Trust PLC Brunner Inv Tst
Premier Energy & Water Trust Majedie Inv
Blackrock I&G Invt Trust PLC Caledonia Investments JPM Jap Small Cos Tst Murray International Tst Scottish Investment Tst
BlackRock Income Strategies Tr PLC Aberdeen New Dawn Inv Tst Witan Pacific Inv Tst TR European Gwth Tst
1352.09 1496.60 1117.65 1247.27 1155.52 963.50 999.62
1359.33 1325.49 909.69 894.43
1016.53 1144.66 1151.71 959.80 906.24
1193.75 1199.04 1255.07 916.15
1242.69 844.36
1005.64 1038.55 1312.96 1122.05 1125.86 1114.11 895.29
1094.50 1148.73 1018.35 1105.43 859.66
1139.28 1235.05 972.99
1119.11 1066.49 1051.16 1208.29 1016.02 1092.87 1001.97 1059.20 1124.71 1048.83 1235.52 1078.92 1146.67 1076.46 1123.62 1060.91 1184.41 937.75 985.11
1095.26 1418.53 1373.34 1069.47 995.37 949.54
1227.36 1004.79 957.98
1019.72 1090.98 1039.76 959.66
1174.25 1056.83 1169.10 1003.29 1163.37 1194.74 1071.74 1294.33 858.04
1080.73 1754.65 1099.35 1051.61 1157.11 1131.45 1188.30 1254.58 1051.22 1061.76 1095.09 1177.37 1188.81 1123.51 1195.91 1173.28 1099.85 1089.74 1009.91 1193.80 1161.52 989.35
7 3
56 14 41
108 100 6 8
119 124 92 46 42
109 121 29 25 12
116 15
129 95 88 9
54 50 57
123 67 43 91 59
126 47 17
107 55 77 84 22 93 68 98 80 51 85 16 73 44 74 52 79 32
114 104 65 4 5
76
101 112 20 96
111 90 69 87
110 34 81 36 97 38 27 75 10
127 72 1
63 82 40 48 31 13 83 78 66 33 30 53 26 35 62 70 94 28 39
103
ISA FUNDS
Top 100 Investment Trust ISA Funds over 5 years Value of £1,000 lump sum investment and ranking over 1 year
over 3 years
3225.11 2704.92 1812.52 1959.93 1997.28 1960.39 2164.38 2606.76 1551.68 1706.21 1881.09 2078.54 1889.65 1845.25 2010.10 1658.53 1954.89 1843.16 1887.27 1813.29 2125.00 1474.74 1771.58 2056.07 2345.54 2099.55 1677.08 1399.64 1660.91 1730.45 1933.29 1565.49 1734.01 1529.68 1581.81 2986.49 1716.18 1660.21 1570.09 1574.35 1528.94 1660.14 1557.07 1609.95 1492.04 2013.87 1689.25 1615.55 1569.17
2 4
27 17 15 16 7 5
70 37 22 10 20 23 14 46 18 24 21 26 8
82 30 11 6 9
40 93 43 35 19 68 34 73 60 3
36 44 64 62 74 45 69 56 78 13 39 54 65
1363.16 100 1397.58 1792.34 1619.35 1739.48 1568.06 1396.75 1610.98 1608.42 1765.70 1608.04 1572.99 1817.89 1602.85 1435.45 1414.04 1624.46 1541.27 1515.67 1622.29 1663.12 1371.88 1477.47
94 29 53 33 66 95 55 57 32 58 63 25 59 84 88 50 72 76 51 42 99 80
1277.80 106 1550.32 1566.28 1476.89
71 67 81
1284.13 105 1408.02 1647.14 1525.86 1436.02 1575.97 1645.31 1404.56 1495.60
89 48 75 83 61 49 92 77
1307.78 102 1406.17 1407.26 1414.67 2041.66 1767.75 1428.62 1620.66 1648.59
91 90 87 12 31 85 52 47
1211.56 113 1377.47
98
1238.13 110 1206.80 115 1290.99 104 1797.90
28
4605.87 3778.63 3645.19 3553.36 3406.40 3236.57 3201.75 3168.34 3038.88 3026.10 2838.87 2819.45 2804.68 2756.55 2729.84 2710.71 2709.95 2684.64 2628.18 2608.45 2575.76 2571.12 2548.08 2533.59 2508.38 2490.86 2459.18 2458.63 2378.50 2327.23 2312.59 2288.71 2262.52 2249.72 2241.55 2233.61 2204.91 2145.01 2128.50 2125.96 2086.84 2080.40 2072.85 2072.69 2067.77 2066.12 2061.57 2055.34 2054.75 2043.37 2031.30 2031.15 2030.57 2030.24 1987.99 1987.71 1986.01 1983.15 1974.18 1965.61 1951.95 1916.36 1894.84 1893.35 1887.02 1885.10 1875.52 1871.16 1870.41 1862.07 1860.96 1855.20 1844.62 1839.37 1812.83 1800.38 1796.79 1782.14 1778.90 1776.66 1774.06 1764.62 1739.82 1708.65 1701.99 1677.34 1676.72 1668.77 1663.84 1662.09 1657.14 1654.49 1640.93 1636.64 1600.02 1594.21 1593.26 1580.07 1571.42
over 5 years
1 2 3 4 5 6 7 8 9
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99
1569.15 100 Data: Figures as at 1 March 2015 145
ISA Funds
ISA Funds
ISA Funds
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