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  Matthews Asia Funds China Div I USD Acc  1  4.54  73.81  102.61  41.81  26.90  -3.42  2.87  3.68  ★★★★★  China/Greater China  64.84  Yu Zhang  11.84    1.50  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PHSA  1001  
 ↑  2  MI Hawksmoor Distribution C Acc  2  4.35  32.43  44.49  20.10  10.75  -0.44  3.72  1.54  ★★★★★  Mixed Investment 40-85% Shs  26.72  Daniel Lockyer  150.30      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4S  1002  
 NEW  3  Schroder ISF Eurp Eq Yld Z Acc EUR  2.5  4.86  42.14  39.43  28.14  11.85  -0.82  2.65  2.74  ★★★★★  Europe Including UK  28.11  Andrew Evans  105.94    1.08  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QJ41  1003  
 →  4  Barings Europe Select I GBP Inc  3  4.70  43.10  72.86  24.56  23.91  -7.28  2.20  3.19  ★★★★  European Smaller Companies  35.51  Nicholas M. Williams  1869.47    0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1004  
 ↑  5  Schroder Income Maximiser Z Acc  3  4.30  38.44  32.27  24.69  9.00  1.85  2.80  2.42  ★★★★  UK Equity Income  19.13  Kevin M. Murphy  1175.82    0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXO  1005  
 NEW  6  First State Greater China Gr B Acc GBP  3.5  4.95  67.93  83.30  36.32  29.12  -4.60  2.55  3.99  ★★★★★  China/Greater China  64.84  Martin Lau  455.27    1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1006  
 ↓  7  LF Gresham House UK Micro Cap C Acc  4  4.65  41.69  66.95  12.52  25.90  0.02  2.37  3.00  ★★★★★  UK Smaller Companies  34.66  Ken Wotton  164.90      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1007  
 ↓  8  Templeton China W(acc)GBP  4.5  4.95  74.69  72.34  44.04  23.31  -1.65  2.53  4.04  ★★★  China/Greater China  64.84  Eddie Chow  327.75    1.48  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OBVK  1008  
 ↑  9  Fidelity China Focus Y-Dis-GBP  5  4.95  83.92  118.17  45.34  34.13  -5.65  2.56  4.42  ★★★★★  China/Greater China  64.84  Jing Ning  3695.91    1.06  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000J73H  1009  
 ↓  10  Schroder ISF Greater China C Acc USD  5  4.16  83.19  105.41  45.82  32.50  -5.18  2.55  4.37  ★★★★★  China/Greater China  64.84  Louisa Lo  911.26    1.32  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1010  
 ↓  11  Marlborough Nano Cap Growth P Acc  5  3.59  61.13  67.27  24.53  26.81  2.03  2.70  3.56  ★★★★  UK Smaller Companies  34.66  David Walton  178.68      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1011  
 →  12  L&G UK Property Feeder I Acc  5  3.65  16.49  45.71  1.99  8.65  5.12  3.64  1.02    LC00002699  8.78  Not Disclosed  3282.85      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1012  
 →  13  L&G UK Property I Acc  5  3.70  16.46  45.67  1.91  8.75  5.08  3.64  1.02    LC00002699  8.78  Matt Jarvis  3282.85      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1013  
 ↓  14  L&G All Stocks Gilt Index I Acc  5.5  4.89  9.24  25.04  3.94  1.17  3.88  1.43  1.89  ★★★  UK Gilts  9.58  Not Disclosed  989.08      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OZTB  1014  
 ↓  15  Threadneedle Eurp Smlr Coms Z Acc GBP  5.5  4.27  43.59  79.30  22.64  28.16  -8.64  2.20  3.38  ★★★★★  European Smaller Companies  35.51  Mark Heslop  413.20    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1015  
 ↑  16  Fidelity China Consumer W Acc  6  4.70  76.38  85.97  37.22  36.70  -5.97  2.44  4.35  ★★★★  China/Greater China  64.84  Hyomi Jie  130.78      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1016  
 ↑  17  MI Hawksmoor Vanbrugh C Acc  6  3.97  25.89  35.30  17.71  8.28  -1.22  3.73  1.26  ★★★★★  Mixed Investment 20-60% Shs  19.26  Richard Scott  135.26      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1017  
 ↓  18  Rathbone Strategic Bond Instl Inc  7  4.86  15.38  21.12  9.30  5.25  0.31  4.53  0.75  ★★★★★   Strategic Bond  15.47  Bryn Jones  153.58    1.28  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4AT  1018  
 ↓  19  M&G Charifund GBP Inc  7  4.70  23.53  34.38  14.88  10.94  -3.07  2.06  2.44  ★★★★  UK Equity Income  19.13  Michael Stiasny  1096.93    0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1019  
 ↑  20  Schroder Instl UK Smaller Cos I Acc  7  4.68  41.40  57.00  22.15  25.10  -7.46  2.23  3.42  ★★★★  UK Smaller Companies  34.66  Andy Brough  498.02    0.52  1987  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR050G4  1020  
 NEW  21  Neptune Income C Acc GBP  7.5  3.97  29.38  42.07  17.86  12.19  -2.15  2.35  2.57  ★★★★  UK Equity Income  19.13  Robin Geffen  203.52      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1021  
 ↓  22  Fidelity Asian Dividend W Acc  8  4.97  67.55  90.07  37.39  13.51  7.44  3.02  3.56  ★★★★★  Asia Pacific Excluding Japan  55.83  Jochen Breuer  18.71      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1022  
 ↑  23  AB Concntr US Eq S1 USD Acc  8.5  4.70  76.95  126.68  37.54  10.99  15.91  3.70  3.20  ★★★★  North America  57.81  James T. Tierney  581.12    0.81  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SE9B  1023  
 ↑  24  Insight Equity Income Booster Inst W Acc  8.5  4.89  23.49  25.72  19.83  10.84  -7.03  2.05  2.47  ★★★  UK Equity Income  19.13  Tim Rees  108.48      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PIZY  1024  
 ↓  25  Cavendish AIM B  9  3.65  80.32  81.91  40.88  28.17  -0.14  3.24  3.85  ★★★★  UK Smaller Companies  34.66  Paul Mumford  65.91    0.89  2005  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR062W9  1025  
 ↑  26  iShares UK Gilts All Stks Idx (UK) D Acc  9  4.16  9.77  26.08  4.14  1.37  3.98  1.44  1.94  ★★★  UK Gilts  9.58  David Curtin  4922.92    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1026  
 ↑  27  Liontrust UK Smaller Companies I Inc  9  4.41  47.72  75.36  21.86  25.81  -3.64  2.28  3.67  ★★★★★  UK Smaller Companies  34.66  Anthony Cross  866.06      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1027  
 ↓  28  MI Discretionary Unit Inc  9  4.03  54.90  62.87  27.70  21.56  -0.21  2.51  3.80  ★★★★  UK Smaller Companies  34.66  Melwin Mehta  46.69    0.42  1963  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DVC  1028  
 ↑  29  Investec SIV Global Dividend I Acc GBP  9  4.78  40.35    24.94  13.49  -1.02  2.60  2.61  ★★★★  Global Equity Income  38.23  Jonathan Parker  12.37      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VWWF  1029  
 ↓  30  First State Asia Focus B Acc GBP  9.5  4.89  61.32    31.15  22.88  0.10  2.78  3.53  ★★★★★  Asia Pacific Excluding Japan  55.83  Martin Lau  458.59      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1030  
 ↑  31  Aberdeen European Smlr Coms Eq I Acc  9.5  4.41  55.74  57.97  26.34  24.11  -0.68  2.36  3.71  ★★★★  European Smaller Companies  35.51  Not Disclosed  48.63      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1031  
 NEW  32  Jupiter Merlin Conservative I Acc  10  4.38  16.77  22.16  10.07  5.35  0.69  2.81  1.09  ★★★★  Mixed Investment 0-35% Shs  13.65  Algy Smith-Maxwell  70.97    0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1032  
 ↑  33  Royal London Cautious Managed A Acc  10  4.84  14.00    8.36  4.46  0.71  2.63  0.97  ★★★★  Mixed Investment 0-35% Shs  13.65  Trevor Greetham  174.72      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1033  
 NEW  34  SKAGEN m2 A  10  3.65  65.71  81.88  35.50  15.71  5.70  2.89  3.49  ★★★★  Property  31.48  Michael Gobitschek  115.64    1.50  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OS8P  1034  
 ↓  35  HSBC UK Gilt Index C Acc  10  4.97  9.29  24.86  3.95  1.17  3.91  1.42  1.91  ★★★  UK Gilts  9.58  Amrita Chauhan Sanyal  203.64    0.17  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OOAY  1035  
 ↓  36  Marlborough UK Micro Cap Growth P Acc  10.5  4.14  47.87  63.05  23.33  29.09  -7.12  2.27  3.79  ★★★★★  UK Smaller Companies  34.66  Giles Hargreave  1100.67      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1036  
 NEW  37  BMO UK Smaller Companies 2 Acc  10.5  4.97  35.84  55.97  13.39  27.78  -6.24  2.05  3.56  ★★★★  UK Smaller Companies  34.66  Catherine Stanley  32.38    0.85  1988  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04CJT  1037  
 ↑  38  JPM Europe Smaller Companies C Acc  10.5  4.73  39.58  69.78  22.21  29.33  -11.69  1.97  3.60  ★★★  European Smaller Companies  35.51  Francesco Conte  198.90    0.93  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYE2  1038  
 ↑  39  T. Rowe Price Eurp Smlr Coms Eq Q GBP  10.5  4.41  43.94  67.40  23.13  36.03  -14.07  2.10  3.61  ★★★★★  European Smaller Companies  35.51  Ben Griffiths  186.11    1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1039  
 NEW  40  Fidelity European W Acc  11  4.14  42.27  60.44  20.04  19.74  -1.02  2.47  3.02  ★★★★★  Europe Excluding UK  30.27  Sam Morse  2316.90      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1040  
 ↑  41  Newton Long Gilt Exempt 2 Acc  11  4.11  17.71  49.08  8.06  3.13  5.62  1.47  3.35  ★★★★★  UK Gilts  9.58  Howard Cunningham  23.93    0.25  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IN7  1041  
 ↑  42  VT Castlebay UK Equity A Accumulation  11  4.89  37.45    23.88  5.69  4.98  2.54  2.56  ★★★★★  UK All Companies  24.91          2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1042  
 ↑  43  Allianz Gilt Yield C Inc  11.5  4.27  10.79  23.43  4.11  2.26  4.06  1.46  2.09  ★★★  UK Gilts  9.58  Mike Riddell  1773.52    0.53  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DGO  1043  
 ↓  44  M&G Emerging Markets Bond GBP I Acc  11.5  4.43  37.24  63.76  27.46  0.84  6.77  2.48  2.87  ★★★★  Global Emerging Markets Bond  26.61  Claudia Calich  406.80    0.81  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ6F  1044  
 ↓  45  First State Asia Focus B Acc EUR  11.5  4.73  61.66    31.37  23.45  -0.32  2.78  3.61    Asia Pacific Excluding Japan  55.83  Martin Lau  458.59      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1045  
 NEW  46  Janus Henderson European Smr Coms I Acc  11.5  3.68  64.00  85.88  36.41  33.77  -10.13  2.55  3.87  ★★★★★  European Smaller Companies  35.51  Ollie Beckett  203.59    1.08  1985  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SAT  1046  
 →  47  Aberdeen Sterling LD Govt Bd I GBP Acc  12  4.32  18.16  50.21  8.24  3.15  5.84  1.47  3.44  ★★★★★  UK Gilts  9.58  Not Disclosed  30.01      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X844  1047  
 NEW  48  Vanguard UK Govt Bd Idx GBP Acc  12.5  4.70  10.54  27.59  4.42  2.11  3.67  1.43  2.05  ★★★★  UK Gilts  9.58  Not Disclosed  2833.93    0.15  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003VEE  1048  
 ↓  49  Jupiter UK Smaller Companies Fd I  12.5  2.95  78.38  88.88  31.26  42.85  -4.87  2.93  3.91  ★★★★★  UK Smaller Companies  34.66  James Zimmerman  369.79      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OSWK  1049  
 NEW  50  Hermes Global Emerging Mkts F GBP Acc  12.5  4.49  69.20  89.78  36.93  33.00  -7.09  2.59  3.98  ★★★★★  Global Emerging Markets  59.96  Gary Greenberg  3121.78    1.13  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PNTR  1050