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
 NEW  1  Herald Worldwide Technology A  1.5  4.76  88.06  188.03  27.90  17.73  24.90  2.80  4.47  ★★★★  Technology and Telecom  72.40  Katie Potts  49.78    2.74  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GDR  1001  
 NEW  2  Seilern Europa EUR U R (Founders)  2  3.97  37.53  63.17  15.04  10.64  8.05  2.06  3.34  ★★★★★  Europe Including UK  8.19  Tassilo Seilern  73.55      2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000005HL4  1002  
 NEW  3  MFS Meridian European Smlr Coms IH1 USD  2  4.24  24.05  60.88  14.35  13.51  -4.43  1.51  4.43    European Smaller Companies  5.69  Peter F. Fruzzetti  494.85    1.03  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1003  
 ↓  4  BMO Multi-Sector Higher Income Bd C Inc  2.5  4.76  10.71  23.96  1.22  6.75  2.46  1.65  2.08  ★★★★★   High Yield  5.32  Not Disclosed  28.74      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OT4Q  1004  
 NEW  5  Waverton Sterling Bond A GBP  2.5  4.78  18.23  28.07  0.37  6.34  10.76  3.45  1.10  ★★★★   Strategic Bond  9.87  Jeff Keen  319.48    1.06  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000GV0B  1005  
 NEW  6  T. Rowe Price US Smlr Cm Eq CAccGBP  2.5  4.24  46.17    16.23  24.48  1.03  1.87  5.14  ★★★★  North American Smaller Comp  22.58  Ryan Burgess  81.14      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YQSU  1006  
 ↓  7  ARC TIME Commercial Lng Inc Fdr I NetAcc  2.5  4.92  7.19  16.39  3.99  3.90  -0.79  3.39  0.35    UK Direct Property  -0.35  Nigel Ashfield  182.27      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GIC  1007  
 ↓  8  ARC TIME Commercial Long Inc A Gross Acc  2.5  3.92  9.52  20.78  4.87  4.59  -0.15  4.43  0.35    UK Direct Property  -0.35  Nigel Ashfield  448.45      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1008  
 NEW  9  T. Rowe Price US Smlr Cm Eq Q GBP  3.5  4.24  45.71  108.88  16.46  23.37  1.42  1.85  5.14  ★★★★★  North American Smaller Comp  22.58  Curt J Organt  1097.38    1.04  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PFCH  1009  
 NEW  10  Comgest Growth Europe ex UK GBP U Acc  3.5  4.08  38.55    15.05  7.92  11.59  1.96  3.58  ★★★★★  Europe Excluding UK  6.89  Franz Weis  135.24    1.10  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WTU3  1010  
 NEW  11  MFS Meridian European Smlr Coms W1 EUR  3.5  4.78  15.14  55.90  11.13  4.90  -1.24  1.39  4.16  ★★★★★  European Smaller Companies  5.69  Peter F. Fruzzetti  494.85    1.24  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QBOC  1011  
 NEW  12  Threadneedle Eurp Smlr Coms Z Acc GBP  3.5  4.24  22.14  89.79  12.70  1.78  6.48  1.46  4.79  ★★★★★  European Smaller Companies  5.69  Philip Dicken  389.12    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1012  
 ↓  13  Fidelity Global Dividend W Inc  3.5  4.62  24.30  68.91  6.13  18.15  -0.87  1.74  2.83  ★★★★★  Global Equity Income  7.90  Daniel Roberts  1743.00      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPXA  1013  
 NEW  14  Guinness Global Equity Income Y GBP Acc  4  3.92  27.09  68.88  12.65  12.07  0.67  1.77  3.24  ★★★★★  Global Equity Income  7.90  Matthew Page  997.96    0.98  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VFFF  1014  
 ↓  15  Sarasin Globalsar Strategic P Acc  4  4.03  16.96  35.93  2.36  6.96  6.83  1.97  1.82  ★★★★★  Mixed Investment 20-60% Shs  4.88  David Palmer  247.15      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUZR  1015  
 ↓  16  Vanguard Target Retirement 2015 Acc  4  4.27  13.28    4.59  6.81  1.40  1.77  1.68  ★★★★★  Mixed Investment 20-60% Shs  4.88  Not Disclosed  5.08      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G7  1016  
 →  17  First State Greater China Gr B Acc GBP  4  4.78  42.11  104.99  14.78  11.85  10.69  1.80  4.56  ★★★★  China/Greater China  31.28  Martin Lau  545.42    1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1017  
 NEW  18  Fidelity Global Technology W-Acc-GBP  4  4.81  85.28  217.45  23.69  21.98  22.81  2.56  4.86  ★★★★★  Technology and Telecom  72.40  HyunHo Sohn  6267.05    1.16  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SX2A  1018  
 NEW  19  T. Rowe Price US Smlr Cm Eq Ih EUR  4  4.81  36.03  102.08  13.54  13.51  5.56  1.67  5.05    North American Smaller Comp  22.58  Curt J Organt  1097.38    1.05  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TNHZ  1019  
 ↓  20  L&G UK Property I Acc  4  3.30  9.26  22.07  8.69  2.22  -1.66  3.33  0.59    UK Direct Property  -0.35  Michael Barrie  2870.30      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1020  
 NEW  21  LF Miton UK Multi Cap Inc B Acc Instl  4  4.86  0.84  21.14  7.64  -5.78  -0.57  1.08  3.85  ★★★★★  UK Equity Income  -13.93  Gervais Williams  837.03    0.82  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N2KV  1021  
 ↓  22  FP Octopus UK Micro Cap Growth P Acc  4  4.19  23.67  72.77  20.89  -3.92  6.48  1.48  5.27  ★★★★★  UK Smaller Companies  1.46  Richard Power  40.42      2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1022  
 ↓  23  Liontrust UK Smaller Companies I Inc  4  4.32  24.17  82.92  15.66  2.43  4.81  1.53  5.30  ★★★★★  UK Smaller Companies  1.46  Julian E C Fosh  1080.17      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1023  
 ↓  24  Royal London Sustainable Leaders C Acc  4.5  3.14  27.84  54.50  12.95  11.42  1.58  1.75  3.73  ★★★★★  UK All Companies  -7.74  Mike Fox  1958.81      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1024  
 ↓  25  Vanguard LifeStrategy 20% Eq A Grs Acc  4.5  3.81  15.92  30.37  2.61  7.76  4.84  2.43  1.36  ★★★★★  Mixed Investment 0-35% Shs  6.22  Not Disclosed  1847.55    0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1025  
 ↓  26  L&G UK Property Feeder I Acc  5  3.32  9.25  22.05  8.69  2.22  -1.67  3.32  0.60    UK Direct Property  -0.35  Michael Barrie  2870.30      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1026  
 ↓  27  LF Lindsell Train UK Equity Acc  5  3.46  19.40  55.32  12.43  16.99  -9.22  1.49  3.51  ★★★★★  UK All Companies  -7.74  Nick Train  6237.94    0.83  2006  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003W5M  1027  
 NEW  28  Polar Capital Global Tech I Inc  5.5  3.95  108.25  266.43  27.95  22.21  33.19  2.85  5.14  ★★★★★  Technology and Telecom  72.40  Ben Rogoff  5001.80    1.75  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000005H0E  1028  
 ↓  29  LF Gresham House UK Micro Cap C Acc  5.5  4.19  18.59  54.67  20.90  -3.11  1.23  1.45  5.19  ★★★★★  UK Smaller Companies  1.46  Ken Wotton  246.35      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1029  
 NEW  30  DMS Stirling House Balanced Acc  5.5  4.35  15.21  33.79  1.71  6.97  5.89  1.84  1.82  ★★★★★  Mixed Investment 20-60% Shs  4.88  Not Disclosed  31.15      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PR3D  1030  
 ↓  31  Trojan Global Income O Acc  5.5  4.92  23.19    6.87  18.22  -2.50  1.64  3.05  ★★★★★  Global Equity Income  7.90  James Harries  292.05      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XWYB  1031  
 NEW  32  Vontobel mtx Sust EmMkts Ldrs N GBP  6  4.00  22.07  97.52  7.02  10.08  3.62  1.50  4.11  ★★★★★  Global Emerging Markets  5.38  Roger Merz  5369.52    1.00  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Z2HG  1032  
 ↓  33  Vanguard LifeStrategy 40% Equity A Acc  6  4.03  15.63  36.35  4.58  7.70  2.66  1.87  1.85  ★★★★★  Mixed Investment 20-60% Shs  4.88  Not Disclosed  5878.79    0.30  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUM  1033  
 ↓  34  Invesco China Equity Fund UK Acc  6  4.97  42.17  103.08  13.71  6.01  17.94  1.87  4.60  ★★★★★  China/Greater China  31.28  Mike Shiao  424.11    1.68  1981  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04P5D  1034  
 ↓  35  ASI UK Income Equity I Acc  6  4.35  0.99  16.91  4.96  4.30  -7.74  1.08  4.05  ★★★★★  UK Equity Income  -13.93  Charles Luke  148.32    1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1035  
 ↓  36  L&G EM Govt Bond Lcl Ccy Index I Acc  6  4.73  2.87    -2.80  15.57  -8.42  1.12  3.01  ★★★★  LC00002857  -1.11  Not Disclosed  1050.39      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYJP  1036  
 ↓  37  Nomura Fds Emerging Market LC Debt I USD  6.5  4.86  2.86  37.71  -3.16  15.00  -7.63  1.12  3.05  ★★★★  LC00002857  -1.11  Tamara Trinh  36.40    1.29  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VF9P  1037  
 ↓  38  Liontrust UK Micro Cap I Acc  6.5  3.76  31.57    20.59  1.69  7.29  1.70  5.58  ★★★★★  UK Smaller Companies  1.46  Julian E C Fosh  91.01      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1038  
 ↓  39  Aviva Investors UK Lstd Eq MoM1 2 GBPInc  6.5  3.05  23.88  57.02  15.03  17.18  -8.10  1.57  3.85  ★★★★★  UK All Companies  -7.74  Not Disclosed  342.98    1.03  2005  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4PF  1039  
 ↓  40  AB American Gr Ptf I Acc  6.5  3.03  78.38  156.78  22.53  21.16  20.16  2.95  4.07  ★★★★  North America  33.60  Frank V. Caruso  4232.65    0.97  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1040  
 NEW  41  Comgest Growth America USD I Acc  6.5  4.27  57.22  118.72  17.25  22.51  9.45  2.37  3.74  ★★★  North America  33.60  Christophe Nagy  174.50    0.85  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000S75X  1041  
 NEW  42  ASI European Smaller Companies I Acc  6.5  3.65  33.06  85.33  20.08  6.19  4.35  1.61  5.11  ★★★★★  European Smaller Companies  5.69  Not Disclosed  59.97      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1042  
 ↓  43  Fidelity Mlt Asst Allctr Defesv W Acc  6.5  4.73  13.06  22.77  0.32  7.88  4.47  1.97  1.39  ★★★★  Mixed Investment 0-35% Shs  6.22  Nick Peters  90.51      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1043  
 ↓  44  Royal London Cautious Managed A Acc  7  4.76  8.63  20.80  2.61  4.73  1.09  1.68  1.26  ★★★★  Mixed Investment 0-35% Shs  6.22  Trevor Greetham  256.61      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1044  
 ↓  45  Morgan Stanley Glb Brands Eq Inc I Inc  7  4.24  35.31    8.20  22.35  2.22  1.87  3.51  ★★★  Global Equity Income  7.90  William D. Lock  47.94      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1045  
 NEW  46  Comgest Growth World GBP U Acc  7  3.78  51.78  107.88  18.47  20.53  6.30  2.57  3.20  ★★★★  Global  21.99  Richard Mercado  765.66    0.95  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YV5F  1046  
 ↓  47  Fidelity European W Acc  7  3.78  25.25  65.35  12.29  7.16  4.09  1.70  3.34  ★★★★★  Europe Excluding UK  6.89  Sam Morse  2786.76      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1047  
 ↓  48  TB Evenlode Income B Inc  7  4.00  16.39  52.00  12.69  15.81  -10.82  1.44  3.67  ★★★★★  UK All Companies  -7.74  Hugh Yarrow  3738.34      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVC  1048  
 NEW  49  MFS Meridian European Value W1 GBP  7.5  4.49  25.88  69.27  13.28  10.11  0.92  1.70  3.43  ★★★★★  Europe Including UK  8.19  Florence Taj  3947.02    1.16  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9U  1049  
 NEW  50  Carmignac Pf Grande Europe A EUR Acc  7.5  4.41  27.56  62.90  7.20  5.75  12.52  1.75  3.49  ★★★  Europe Including UK  8.19  Mark Denham  453.74    1.93  1999  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04NSH  1050