The Consistent 50


ChangeRankFund nameConsistencyAvg decile rank in own sector3-yr return5-yr return15-16 % chg16-17 % chg17-18 % chg3-yr gain3-yr volRatingGeneral Sector3-yr sec averagePortfolio ManagerFund size £mMS Equity StyleTotal Expense RatioLaunch YearSnapshotURL
 →  1  BMO Multi-Sector Higher Income Bd C Inc  2  4.43  8.30  20.23  1.14  6.57  0.48  1.51  2.03  ★★★★★  £ High Yield  3.21  Not Disclosed  27.85      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OT4Q  1001  
 →  2  MFS Meridian European Smlr Coms IH1 USD  2  4.27  21.36  74.69  4.37  11.84  3.97  1.48  4.41    European Smaller Companies  2.69  Peter F. Fruzzetti  514.25    0.99  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1002  
 →  3  MFS Meridian Prudent Capital WH1 GBP  2.5  4.76  17.66    5.30  4.41  7.02  2.13  1.44  ★★★★★  Flexible Investment  5.66  Barnaby M. Wiener  1937.46    1.00  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Y4ZC  1003  
 →  4  Waverton Sterling Bond A GBP  2.5  4.78  17.06  26.24  -0.13  5.82  10.76  3.32  1.10  ★★★★  £ Strategic Bond  7.75  Jeff Keen  301.69    1.06  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000GV0B  1004  
 →  5  LF Gresham House UK Micro Cap C Acc  2.5  4.19  23.09  56.06  22.43  -0.51  1.05  1.51  5.19  ★★★★★  UK Smaller Companies  1.95  Ken Wotton  246.26      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1005  
 →  6  ARC TIME Commercial Long Inc A Gross Acc  2.5  3.84  11.96  27.52  5.02  4.63  1.90  8.46  0.29    UK Direct Property  1.68  Nigel Ashfield  450.22      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1006  
 →  7  MFS Meridian European Smlr Coms W1 EUR  3  4.59  12.57  57.63  6.58  6.20  -0.54  1.33  4.17  ★★★★★  European Smaller Companies  2.69  Peter F. Fruzzetti  514.25    1.21  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QBOC  1007  
 →  8  Threadneedle Eurp Smlr Coms Z Acc GBP  3.5  4.30  17.70  85.96  9.75  1.43  5.74  1.40  4.79  ★★★★★  European Smaller Companies  2.69  Philip Dicken  376.18    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1008  
 NEW  9  Invesco China Equity Fund UK Acc  3.5  4.78  46.63  90.01  17.48  -2.11  27.51  1.77  4.20  ★★★★★  China/Greater China  24.18  Mike Shiao  379.65    1.68  1981  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04P5D  1009  
 ↓  10  Liontrust UK Smaller Companies I Inc  3.5  4.27  24.46  82.69  17.58  3.59  2.18  1.49  5.31  ★★★★★  UK Smaller Companies  1.95  Julian E C Fosh  1059.26      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1010  
 ↓  11  Fidelity Global Dividend W Inc  4  4.59  21.89  75.38  -2.18  19.35  4.41  1.66  2.81  ★★★★★  Global Equity Income  6.11  Daniel Roberts  1734.46      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPXA  1011  
 NEW  12  Trojan Global Income Fund O Acc  4  4.97  22.73    -1.11  17.94  5.24  1.67  3.02  ★★★★★  Global Equity Income  6.11  James Harries  231.77      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XWYB  1012  
 ↓  13  Sarasin Globalsar Strategic P Acc  4  3.97  14.84  34.30  1.53  5.28  7.44  1.74  1.81  ★★★★★  Mixed Investment 20-60% Shs  2.30  David Palmer  241.04      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUZR  1013  
 ↓  14  Vanguard Target Retirement 2015 Acc  4  4.32  11.76    2.08  6.15  3.15  1.67  1.68  ★★★★★  Mixed Investment 20-60% Shs  2.30  Not Disclosed  4.69      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G7  1014  
 ↓  15  Royal London Sustainable Leaders C Acc  4.5  3.08  28.12  60.94  7.52  11.22  7.15  1.71  3.73  ★★★★★  UK All Companies  -7.32  Mike Fox  1882.90      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1015  
 ↓  16  L&G UK Property Feeder I Acc  4.5  3.08  10.74  23.19  8.47  3.58  -1.43  4.11  0.61    UK Direct Property  1.68  Michael Barrie  1960.86      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1016  
 ↓  17  L&G UK Property I Acc  4.5  3.22  10.75  23.19  8.49  3.57  -1.43  4.11  0.60    UK Direct Property  1.68  Michael Barrie  2877.39      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1017  
 ↓  18  Nomura Fds Emerging Market LC Debt I USD  4.5  4.57  4.81  39.92  -8.03  12.82  1.01  1.23  3.02  ★★★★  LC00002857  2.19  Tamara Trinh  42.56    1.29  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VF9P  1018  
 ↓  19  L&G EM Govt Bond Lcl Ccy Index I Acc  5  4.51  4.80    -6.42  12.13  -0.11  1.21  2.95  ★★★★  LC00002857  2.19  Not Disclosed  1069.06      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYJP  1019  
 ↓  20  FP Octopus UK Micro Cap Growth P Acc  5  4.03  27.83  70.18  24.29  -5.07  8.35  1.47  5.35  ★★★★★  UK Smaller Companies  1.95  Richard Power  39.15      2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1020  
 ↓  21  Eaton Vance Intl(IRL)EmMktsDbtOpps S$Acc  5  4.22  19.10  62.36  -0.33  10.85  7.80  1.63  3.16  ★★★★★  Global Emerging Markets Bond  4.06    19.45      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000014BZO  1021  
 ↓  22  Ardevora UK Equity C GBP Acc  5  4.51  15.61  40.06  15.65  1.37  -1.39  1.49  3.42  ★★★★★  UK All Companies  -7.32  Jeremy Lang  167.25      2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MJTZ  1022  
 ↓  23  Vanguard LifeStrategy 20% Eq A Grs Acc  5  3.81  13.68  31.28  0.59  6.70  5.91  2.14  1.37  ★★★★★  Mixed Investment 0-35% Shs  4.50  Not Disclosed  1762.25    0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1023  
 ↓  24  Vanguard LifeStrategy 40% Equity A Acc  5.5  4.11  13.74  37.10  1.87  6.70  4.64  1.73  1.86  ★★★★★  Mixed Investment 20-60% Shs  2.30  Not Disclosed  5691.08    0.30  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUM  1024  
 NEW  25  Vanguard Target Retirement 2020 Acc  6  4.97  13.03    2.93  6.51  3.11  1.57  2.15  ★★★★  Mixed Investment 40-85% Shs  6.14  Not Disclosed  21.62      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G9  1025  
 ↓  26  Liontrust UK Micro Cap I Acc  6  3.84  32.02    21.09  3.90  4.94  1.64  5.59  ★★★★★  UK Smaller Companies  1.95  Julian E C Fosh  83.08      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1026  
 ↓  27  Aviva Investors UK Lstd Eq MoM1 2 GBPInc  6.5  3.03  25.90  59.78  12.57  15.22  -2.94  1.58  3.91  ★★★★★  UK All Companies  -7.32  Not Disclosed  349.43    1.03  2005  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4PF  1027  
 ↓  28  VT Castlebay UK Equity A Accumulation  6.5  4.24  16.94  34.65  9.56  7.41  -0.63  1.49  3.66  ★★★★★  UK All Companies  -7.32          2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1028  
 ↓  29  Royal London Cautious Managed A Acc  6.5  4.76  7.77  20.79  1.34  3.88  2.38  1.54  1.27  ★★★★  Mixed Investment 0-35% Shs  4.50  Trevor Greetham  253.25      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1029  
 NEW  30  First State Greater China Gr B Acc GBP  6.5  4.84  35.95  83.39  16.44  0.99  15.61  1.63  4.34  ★★★★★  China/Greater China  24.18  Martin Lau  520.22    1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1030  
 ↓  31  First State Asia Focus B Acc GBP  6.5  4.43  20.72  77.15  8.95  7.47  3.10  1.47  3.56  ★★★★★  Asia Pacific Excluding Japan  6.83  Martin Lau  896.05      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1031  
 ↓  32  ASI European Smaller Companies I Acc  6.5  4.00  28.94  77.49  15.73  8.98  2.24  1.51  5.10  ★★★★★  European Smaller Companies  2.69  Not Disclosed  60.32      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1032  
 ↓  33  JPM Global (ex-UK) Bond C Grs Acc  7  4.84  12.38  20.41  0.00  6.49  5.53  3.13  0.87  ★★★★  Global Bonds  8.01  Séamus Mac Góráin  121.41    0.58  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OV0J  1033  
 ↓  34  First State Asia Focus B Acc EUR  7  4.51  20.99    8.62  7.62  3.49  1.47  3.62    Asia Pacific Excluding Japan  6.83  Martin Lau  896.05      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1034  
 ↓  35  ASI UK Income Equity I Acc  7  4.35  0.44  17.22  -1.76  5.26  -2.87  1.01  4.07  ★★★★  UK Equity Income  -14.08  Charles Luke  147.00    1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1035  
 ↓  36  LF Lindsell Train UK Equity Acc  7  3.46  19.51  55.50  9.78  14.09  -4.58  1.47  3.57  ★★★★★  UK All Companies  -7.32  Nick Train  6308.24    0.83  2006  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003W5M  1036  
 ↓  37  AB American Gr Ptf I Acc  7.5  3.22  70.67  157.00  16.37  17.16  25.19  2.79  4.10  ★★★★  North America  32.51  Frank V. Caruso  3940.83    0.97  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1037  
 ↓  38  Ninety One American Franchise I Acc £  7.5  3.78  58.19  140.31  14.71  18.60  16.27  2.45  4.07  ★★★★  North America  32.51  Paul Vincent  430.56    0.85  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000INI  1038  
 ↓  39  Schroder ISF Greater China C Acc USD  7.5  4.73  40.42  101.92  12.61  -0.02  24.72  1.61  4.40  ★★★★  China/Greater China  24.18  Louisa Lo  1309.16    1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1039  
 ↓  40  ASC Phoenix B Income  8  4.32  12.84  30.05  1.33  5.85  5.20  1.57  1.87  ★★★★★  Mixed Investment 20-60% Shs  2.30  Ben Ward  151.21    0.89  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=FOGBR05KPA  1040  
 ↓  41  Fidelity Mlt Asst Allctr Defesv W Acc  8  4.86  10.73  21.42  -1.20  6.97  4.77  1.66  1.39  ★★★★  Mixed Investment 0-35% Shs  4.50  Nick Peters  87.46      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1041  
 ↓  42  Morgan Stanley Glb Brands Eq Inc I Inc  8.5  4.16  30.86    1.43  19.79  7.70  1.71  3.55  ★★★  Global Equity Income  6.11  William D. Lock  40.73      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1042  
 ↓  43  TB Evenlode Income B Inc  8.5  3.92  16.25  56.11  6.52  15.65  -5.63  1.46  3.67  ★★★★★  UK All Companies  -7.32  Hugh Yarrow  3810.43      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVC  1043  
 ↓  44  Fidelity European W Acc  8.5  3.59  23.74  65.97  3.59  12.09  6.57  1.56  3.30  ★★★★★  Europe Excluding UK  3.57  Sam Morse  2816.79      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1044  
 ↓  45  Matthews Asia Ex Japan Div Fd I GBP Acc  9  4.27  40.00    14.64  4.28  17.11  1.84  3.93  ★★★★★  Asia Pacific Excluding Japan  6.83  Robert J. Horrocks  153.43    1.50  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WMSJ  1045  
 ↓  46  First State All China B Acc USD  9  4.22  64.82    20.42  2.83  33.10  2.06  4.59  ★★★★★  China/Greater China  24.18  Winston Ke  18.18      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YB5L  1046  
 ↓  47  MFS Meridian European Value W1 GBP  9  4.41  20.31  70.01  5.32  11.36  2.58  1.51  3.44  ★★★★★  Europe Including UK  2.70  Florence Taj  3883.95    1.16  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9U  1047  
 ↓  48  Threadneedle Pan Eurp Focus Z Acc GBP  9  3.73  34.36  59.77  2.65  20.22  8.87  1.72  3.71  ★★★★  Europe Including UK  2.70  Frederic Jeanmaire  76.99    0.92  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OXIF  1048  
 NEW  49  Vanguard Glb Bd Idx £ H Acc  9  4.92  10.70  18.24  -0.86  5.95  5.39  2.44  0.86  ★★★★  Global Bonds  8.01  Not Disclosed  14572.19    0.20  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003VEC  1049  
 ↓  50  Liontrust Income C Acc GBP  9  4.24  0.59  21.46  7.36  7.40  -12.77  1.04  4.27  ★★★★★  UK Equity Income  -14.08  Robin Geffen  316.10    0.97  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1050