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  1.5  4.57  54.42  85.31  28.51  27.03  -5.41  2.41  4.02  ★★★★★  China/Greater China  50.18  Yu Zhang  10.47  1  1.04  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PHSA  1001  
 →  2  MI Hawksmoor Distribution C Acc  2  4.49  26.06  38.87  16.17  12.93  -3.90  3.44  1.53  ★★★★★  Mixed Investment 40-85% Shs  22.56  Daniel Lockyer  140.39  1    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4S  1002  
 →  3  Templeton China W(acc)GBP  2.5  4.86  54.34  53.89  27.22  25.61  -3.42  2.34  4.07  ★★★  China/Greater China  50.18  Eddie Chow  345.69  2  1.54  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OBVK  1003  
 →  4  TB Evenlode Income A Inc  2.5  4.27  32.94  54.08  17.24  13.95  -0.49  2.72  2.45  ★★★★★  UK All Companies  17.54  Ben Peters  2608.30  3    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVA  1004  
 →  5  LF Gresham House UK Micro Cap C Acc  3  4.62  35.59  76.85  4.97  27.01  1.70  2.53  3.04  ★★★★  UK Smaller Companies  30.62  Ken Wotton  162.90  9    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1005  
 →  6  Barings Europe Select I GBP Inc  3.5  4.65  35.69  61.28  21.78  24.52  -10.52  2.25  3.07  ★★★★  European Smaller Companies  35.05  Nicholas M. Williams  1788.47  6  0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1006  
 ↑  7  First State Greater China Gr B Acc GBP  4  4.78  47.25  65.77  22.56  30.47  -7.91  2.27  4.17  ★★★★★  China/Greater China  50.18  Martin Lau  432.51  3  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1007  
 ↓  8  Threadneedle Eurp Smlr Coms Z Acc GBP  4  4.19  36.64  66.02  18.58  29.56  -11.06  2.36  3.26  ★★★★★  European Smaller Companies  35.05  Mark Heslop  401.47  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1008  
 ↑  9  Marlborough Nano Cap Growth P Acc  5  3.84  52.50  63.24  13.77  32.54  1.14  2.68  3.46  ★★★★  UK Smaller Companies  30.62  David Walton  189.78  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1009  
 ↑  10  M&G Charifund GBP Inc  5  4.68  14.44  25.21  12.16  12.30  -9.14  1.86  2.28  ★★★★  UK Equity Income  13.35  Michael Stiasny  1058.09  1  0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1010  
 ↑  11  Schroder Income Maximiser Z Acc  5  4.59  27.43  23.99  20.28  8.03  -1.93  2.23  2.38  ★★★★  UK Equity Income  13.35  Kevin M. Murphy  1113.92  1  0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXO  1011  
 NEW  12  L&G All Stocks Gilt Index I Acc  5  4.84  11.68  26.81  8.52  2.22  0.68  1.39  1.95  ★★★  UK Gilts  8.45  Not Disclosed  959.46      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OZTB  1012  
 ↓  13  Schroder ISF Greater China C Acc USD  5  4.05  63.07  93.58  29.76  33.87  -6.12  2.31  4.52  ★★★★★  China/Greater China  50.18  Louisa Lo  862.28  2  1.32  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1013  
 →  14  Investec SIV Global Dividend I Acc GBP  6.5  4.62  34.01    24.33  13.07  -4.68  2.96  2.37  ★★★★  Global Equity Income  36.54  Jonathan Parker  11.86  1    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VWWF  1014  
 →  15  Rathbone Strategic Bond Instl Inc  7  4.86  13.72  20.21  8.28  6.53  -1.41  3.76  0.73  ★★★★★   Strategic Bond  14.33  Bryn Jones  144.04    1.28  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4AT  1015  
 →  16  First State Asia Focus B Acc GBP  7.5  4.86  56.81    26.04  26.44  -1.61  2.62  3.59  ★★★★★  Asia Pacific Excluding Japan  49.72  Martin Lau  434.17  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1016  
 ↑  17  Vanguard LifeStrategy 60% Equity A Acc  7.5  4.86  24.85  40.01  18.79  8.87  -3.46  3.04  1.70  ★★★★★  Mixed Investment 40-85% Shs  22.56  Not Disclosed  4616.26  2  0.31  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUO  1017  
 ↑  18  iShares UK Gilts All Stks Idx (UK) D Acc  7.5  4.24  12.06  27.81  8.59  2.45  0.72  1.40  2.00  ★★★  UK Gilts  8.45  David Curtin  4866.96    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1018  
 ↑  19  Schroder Instl UK Smaller Cos I Acc  7.5  4.73  32.07  55.81  13.73  30.66  -11.12  2.18  3.39  ★★★★  UK Smaller Companies  30.62  Andy Brough  469.18  9  0.52  1987  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR050G4  1019  
 →  20  Cavendish AIM B  7.5  3.89  63.60  74.03  30.41  34.63  -6.82  3.17  3.67  ★★★★★  UK Smaller Companies  30.62  Paul Mumford  60.88  9  0.89  2005  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR062W9  1020  
 ↓  21  Legg Mason CB US Lg Cp Gr X USD Acc  7.5  4.30  52.99  109.79  30.65  12.97  3.66  4.05  2.75  ★★★★  North America  55.93  Peter Bourbeau  1075.02  3  1.09  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WI0F  1021  
 NEW  22  HSBC UK Gilt Index C Acc  8  4.92  11.55  26.51  8.38  2.31  0.60  1.38  1.97  ★★★  UK Gilts  8.45  Amrita Chauhan Sanyal  250.51    0.17  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OOAY  1022  
 NEW  23  JOHCM European Concentrated Value A EUR  8  4.97  25.62    17.87  18.50  -10.06  2.23  2.75  ★★★★★  Europe Including UK  25.36  Robrecht Wouters  396.75  3  1.29  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VS5E  1023  
 NEW  24  Fidelity China Focus Y-Dis-GBP  8  4.78  51.50  90.57  24.44  30.44  -6.67  2.17  4.62  ★★★★★  China/Greater China  50.18  Jing Ning  3362.60  1  1.06  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000J73H  1024  
 ↓  25  VT Greystone Conservative Managed R Acc  8  4.89  9.39  15.42  6.09  6.43  -3.12  2.29  0.88  ★★★  Mixed Investment 0-35% Shs  12.14  James Menzies  6.58  5    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PF62  1025  
 ↓  26  MI Discretionary Unit Inc  8  4.08  38.88  59.69  20.19  24.37  -7.09  2.52  3.56  ★★★★  UK Smaller Companies  30.62  Melwin Mehta  42.82  9  0.42  1963  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DVC  1026  
 ↓  27  Liontrust UK Smaller Companies I Inc  8.5  4.30  35.94  75.13  13.72  27.05  -5.91  2.32  3.54  ★★★★★  UK Smaller Companies  30.62  Anthony Cross  808.03  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1027  
 ↓  28  Aberdeen European Smlr Coms Eq I Acc  9  4.84  37.18  39.62  18.99  21.88  -5.41  2.24  3.42  ★★★★  European Smaller Companies  35.05  Not Disclosed  53.19  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1028  
 ↓  29  MI Hawksmoor Vanbrugh C Acc  9  3.89  20.92  31.57  13.59  10.95  -4.06  3.30  1.28  ★★★★★  Mixed Investment 20-60% Shs  16.79  Richard Scott  132.74  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1029  
 ↓  30  M&G Pan European Select GBP I Acc  9.5  4.73  26.88  33.57  18.82  23.40  -13.46  2.29  2.79  ★★★★★  Europe Including UK  25.36  John William Olsen  123.67  3  0.93  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OO88  1030  
 ↓  31  Jupiter Merlin Conservative I Acc  9.5  4.49  13.73  19.22  8.76  6.80  -2.09  2.52  1.06  ★★★★  Mixed Investment 0-35% Shs  12.14  Algy Smith-Maxwell  68.44  2  0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1031  
 ↓  32  Jupiter UK Smaller Companies Fd I  10  3.19  60.81  79.83  23.27  41.01  -7.49  2.89  3.78  ★★★★★  UK Smaller Companies  30.62  James Zimmerman  389.78  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OSWK  1032  
 ↓  33  Marlborough UK Micro Cap Growth P Acc  10.5  4.22  38.95  62.84  15.42  33.96  -10.13  2.30  3.66  ★★★★★  UK Smaller Companies  30.62  Giles Hargreave  1168.35  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1033  
 ↓  34  Hermes Global Emerging Mkts F GBP Acc  10.5  4.46  55.81  67.11  27.90  37.06  -11.12  2.37  4.00  ★★★★★  Global Emerging Markets  48.23  Gary Greenberg  2794.01  3  1.13  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PNTR  1034  
 ↓  35  Fidelity China Consumer W Acc  10.5  4.92  48.88  69.14  20.84  38.89  -11.29  2.02  4.59  ★★★★  China/Greater China  50.18  Hyomi Jie  121.73  3    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1035  
 ↓  36  Franklin UK Equity Income W Acc  11  4.51  17.66  32.44  15.47  12.18  -9.17  1.84  2.46  ★★★★  UK Equity Income  13.35  Colin Morton  539.52  1  0.54  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OBQT  1036  
 →  37  Artemis UK Smaller Companies I Acc  11.5  4.81  28.15  45.81  13.29  29.98  -12.98  1.91  3.48  ★★★  UK Smaller Companies  30.62  Mark Niznik  428.42  8  0.84  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O7HR  1037  
 ↓  38  Newton Long Gilt Exempt 2 Acc  11.5  4.27  21.54  52.08  15.94  4.46  0.36  1.40  3.42  ★★★★★  UK Gilts  8.45  Howard Cunningham  23.58    0.25  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IN7  1038  
 ↑  39  M&G Emerging Markets Bond GBP I Acc  12  4.57  39.53  59.70  33.88  3.63  0.57  2.46  2.89  ★★★★  Global Emerging Markets Bond  26.38  Claudia Calich  384.74    0.81  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ6F  1039  
 →  40  First State Asia Focus B Acc EUR  12  4.92  55.97    25.46  26.62  -1.81  2.59  3.69    Asia Pacific Excluding Japan  49.72  Martin Lau  434.17  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1040  
 →  41  Threadneedle Glbl Mlt Ast Inc Inst Acc  12  4.49  15.93    11.42  8.14  -3.78  2.68  1.31  ★★★★  Mixed Investment 20-60% Shs  16.79  Toby Nangle  42.87  2    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UDLT  1041  
 →  42  Janus Henderson European Smr Coms I Acc  12  3.84  48.74  72.47  27.53  35.14  -13.70  2.57  3.80  ★★★★★  European Smaller Companies  35.05  Ollie Beckett  201.80  9  1.08  1985  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SAT  1042  
 ↓  43  Quilter Inv Glbl Eq Val U2 (GBP) Acc  12  4.84  39.33  66.03  30.62  7.73  -0.99  3.26  2.63  ★★★★★  Global Equity Income  36.54  Not Disclosed  299.09  1    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SJY1  1043  
 ↑  44  PIMCO GIS Em Mkts Corp Bd E EURH Acc  12  4.89  36.71  12.03  27.78  10.47  -3.16  2.52  2.92  ★★  Global Emerging Markets Bond  26.38  Kofi Bentsi  149.47  7  1.85  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000H5L8  1044  
 ↓  45  JPM Europe Smaller Companies C Acc  12.5  4.49  32.15  60.72  17.77  29.92  -13.64  2.09  3.55  ★★★★  European Smaller Companies  35.05  Francesco Conte  192.92  6  0.93  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYE2  1045  
 ↓  46  T. Rowe Price Eurp Smlr Coms Eq Q GBP  12.5  4.11  35.70  63.57  16.22  36.91  -14.71  2.09  3.59  ★★★★★  European Smaller Companies  35.05  Ben Griffiths  191.37  9  1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1046  
 →  47  Aberdeen Sterling LD Govt Bd I GBP Acc  13  4.30  22.47  54.96  16.75  4.12  0.75  1.40  3.52  ★★★★★  UK Gilts  8.45  Not Disclosed  28.60      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X844  1047  
 →  48  Quilter Investors Cirilium Cnsrv R  13  4.38  14.54  23.73  13.69  5.88  -4.84  3.02  1.12  ★★★★  Mixed Investment 0-35% Shs  12.14  Paul Craig  737.69  5  1.09  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O4T4  1048  
 →  49  Threadneedle Glbl Mlt Ast Inc Z Inc  13.5  4.68  15.74    11.37  8.10  -3.86  2.65  1.31  ★★★★  Mixed Investment 20-60% Shs  16.79  Toby Nangle  42.87  2    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UDLW  1049  
 →  50  Allianz Gilt Yield C Inc  13.5  4.46  12.97  25.32  8.36  3.66  0.58  1.38  2.14  ★★★  UK Gilts  8.45  Mike Riddell  1726.59    0.53  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DGO  1050