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  Matthews Asia Funds China Div I USD Acc  1  4.84  75.60  124.36  36.91  12.79  13.72  2.91  3.71  ★★★★★  China/Greater China  60.57  Sherwood Zhang  13.95  1  1.04  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PHSA  1001  
 ↑  2  Schroder Income Maximiser Z Acc  2  4.35  37.18  35.61  22.13  5.45  6.52  2.40  2.34  ★★★★  UK Equity Income  19.74  Kevin M. Murphy  1241.63  1  0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXO  1002  
 ↓  3  MI Hawksmoor Distribution C Acc  2  4.76  30.35  41.84  18.96  4.39  4.97  3.52  1.52  ★★★★  Mixed Investment 40-85% Shs  25.83  Daniel Lockyer  169.27  4    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4S  1003  
 →  4  Barings Europe Select I GBP Inc  4  4.78  44.40  70.55  27.93  9.46  3.12  2.08  3.14  ★★★★  European Smaller Companies  32.69  Nicholas M. Williams  1591.48  6  0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1004  
 ↑  5  M&G Charifund GBP Inc  5.5  4.70  30.45  36.32  18.56  2.31  7.54  2.09  2.43  ★★★★  UK Equity Income  19.74  Michael Stiasny  1158.22  1  0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1005  
 →  6  L&G UK Property Feeder I Acc  6  3.65  16.55  44.19  2.37  8.57  4.87  3.63  1.02    LC00002699  7.04  Not Disclosed  3258.09  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1006  
 →  7  L&G UK Property I Acc  6  3.76  16.58  44.19  2.39  8.57  4.87  3.64  1.02    LC00002699  7.04  Matt Jarvis  3258.09  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1007  
 ↑  8  MI Hawksmoor Vanbrugh C Acc  6  4.30  23.46  33.25  16.08  3.85  2.42  3.51  1.23  ★★★★★  Mixed Investment 20-60% Shs  18.26  Daniel Lockyer  152.03  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1008  
 ↑  9  VT Castlebay UK Equity A Accumulation  6.5  4.76  39.91    19.07  1.50  15.77  2.38  2.47  ★★★★  UK All Companies  24.71      6    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1009  
 ↑  10  Neptune Income C Acc GBP  7  3.86  36.93  49.65  20.02  3.04  10.73  2.40  2.59  ★★★★  UK Equity Income  19.74  Robin Geffen  229.90  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1010  
 ↑  11  Fidelity China Focus Y-Dis-GBP  7  4.81  80.84  135.85  43.96  14.93  9.30  2.49  4.33  ★★★★★  China/Greater China  60.57  Jing Ning  3991.40  1  1.06  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000J73H  1011  
 ↑  12  Marlborough Nano Cap Growth P Acc  7  3.89  61.88  60.31  24.44  20.29  8.15  2.60  3.57  ★★★★  UK Smaller Companies  34.22  David Walton  191.31  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1012  
 ↑  13  Threadneedle Eurp Smlr Coms Z Acc GBP  7  4.38  47.99  79.55  25.24  14.14  3.53  2.11  3.34  ★★★★★  European Smaller Companies  32.69  Mark Heslop  419.37  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1013  
 ↑  14  Fidelity China Consumer W Acc  7.5  4.59  79.63  103.06  39.42  17.16  9.97  2.42  4.31  ★★★★  China/Greater China  60.57  Hyomi Jie  147.16  3    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1014  
 ↑  15  iShares UK Gilts All Stks Idx (UK) D Acc  8  4.11  8.62  27.27  6.15  -0.78  3.13  1.47  1.99  ★★★  UK Gilts  10.90  David Curtin  4767.59    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1015  
 ↑  16  Fidelity Asian Dividend W Acc  8.5  4.89  69.11  91.24  37.70  3.28  18.91  2.89  3.47  ★★★★★  Asia Pacific Excluding Japan  49.22  Jochen Breuer  31.37  1    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1016  
 ↑  17  Schroder Instl UK Smaller Cos I Acc  9  4.89  35.05  53.81  25.05  14.12  -5.37  2.06  3.35  ★★★★  UK Smaller Companies  34.22  Andy Brough  489.73  9  0.52  1987  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR050G4  1017  
 ↑  18  Liontrust UK Smaller Companies I Inc  9.5  4.54  54.26  74.41  28.55  15.29  4.09  2.39  3.65  ★★★★★  UK Smaller Companies  34.22  Anthony Cross  911.95  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1018  
 ↑  19  SKAGEN m2 A  9.5  3.73  55.01  75.15  26.01  10.49  11.34  2.58  3.46  ★★★★  Property  26.35  Michael Gobitschek  124.68  6  1.50  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OS8P  1019  
 ↑  20  Aberdeen European Smlr Coms Eq I Acc  9.5  4.38  62.18  64.73  28.25  12.32  12.58  2.32  3.69  ★★★★★  European Smaller Companies  32.69  Not Disclosed  52.85  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1020  
 ↑  21  Artemis Income I Inc  10  4.78  30.84  38.91  18.25  5.11  5.27  2.00  2.59  ★★★★  UK Equity Income  19.74  Adrian Frost  5650.99  1  0.79  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003U78  1021  
 ↑  22  Jupiter Merlin Conservative I Acc  10.5  4.30  17.85  23.62  11.48  1.13  4.54  2.82  1.09  ★★★★  Mixed Investment 0-35% Shs  12.97  Algy Smith-Maxwell  83.93  2  0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1022  
 ↑  23  LF Seneca Diversified Growth B Acc  10.5  4.57  38.19  44.07  18.61  5.23  10.72  3.45  1.83  ★★★★  Mixed Investment 40-85% Shs  25.83  Mark Wright  136.75  5    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ5V  1023  
 ↑  24  Sarasin Global Dividend P Acc  11  4.89  45.54  75.12  26.15  0.64  14.64  2.54  2.74  ★★★★★  Global Equity Income  34.57  Jeremy Thomas  155.42  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QP1C  1024  
 ↑  25  T. Rowe Price Eurp Smlr Coms Eq Q GBP  11  4.65  42.42  60.21  27.34  20.10  -6.88  1.94  3.61  ★★★★  European Smaller Companies  32.69  Ben Griffiths  174.88  9  1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1025  
 ↑  26  M&G Emerging Markets Bond GBP I Acc  11  4.35  32.90  61.78  26.54  -3.80  9.18  2.38  2.82  ★★★★  Global Emerging Markets Bond  20.08  Claudia Calich  443.79    0.81  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ6F  1026  
 ↑  27  Fidelity European W Acc  11.5  4.24  48.74  58.43  25.27  7.25  10.71  2.49  3.02  ★★★★★  Europe Excluding UK  29.99  Sam Morse  2461.02  3    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1027  
 ↑  28  Newton Long Gilt Exempt 2 Acc  11.5  4.16  15.47  50.93  11.43  -0.05  3.69  1.51  3.44  ★★★★★  UK Gilts  10.90  Howard Cunningham  24.48    0.25  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IN7  1028  
 ↑  29  Aberdeen Sterling LD Govt Bd I GBP Acc  11.5  4.05  16.36  52.37  12.20  -0.33  4.05  1.51  3.54  ★★★★★  UK Gilts  10.90  Not Disclosed  30.86      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X844  1029  
 ↑  30  TB Evenlode Income A Inc  11.5  4.35  43.35  68.86  21.69  2.47  14.96  2.54  2.58  ★★★★★  UK All Companies  24.71  Ben Peters  2868.30  3    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVA  1030  
 ↑  31  Allianz Gilt Yield C Inc  12  4.24  9.58  24.83  6.54  -0.36  3.23  1.49  2.14  ★★★  UK Gilts  10.90  Mike Riddell  1844.05    0.53  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DGO  1031  
 NEW  32  T. Rowe Price Continental Eurp Eq Qh USD  12  4.43  55.21    36.90  -4.00  18.10  2.54  3.04    Europe Excluding UK  29.99  Dean Tenerelli  89.66  2  0.82  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VTTH  1032  
 ↑  33  Marlborough UK Micro Cap Growth P Acc  12  4.49  44.57  54.85  25.50  18.85  -3.07  2.24  3.75  ★★★★  UK Smaller Companies  34.22  Giles Hargreave  1168.60  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1033  
 NEW  34  Jupiter UK Smaller Companies Fd I  12  2.95  77.04  93.51  29.66  34.10  1.82  2.85  3.86  ★★★★★  UK Smaller Companies  34.22  Richard Curling  407.58  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OSWK  1034  
 ↑  35  Janus Henderson European Smr Coms I Acc  12  3.76  60.50  78.37  37.59  14.61  1.78  2.35  3.81  ★★★★★  European Smaller Companies  32.69  Ollie Beckett  201.35  9  1.08  1985  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SAT  1035  
 NEW  36  AXA Global High Income Z Gross Acc  12.5  4.92  21.70  15.66  14.24  3.00  3.43  3.61  1.14  ★★★★   High Yield  22.07  James Gledhill  76.85    0.82  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000PW3  1036  
 NEW  37  Baillie Gifford High Yield Bond B Inc  12.5  4.92  20.99  21.70  11.19  5.42  3.23  3.26  1.09  ★★★★   High Yield  22.07  Robert Baltzer  617.14    0.38  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR058EN  1037  
 NEW  38  Vanguard UK Govt Bd Idx GBP Acc  13  4.65  9.73  28.83  6.76  -0.80  3.61  1.47  2.12  ★★★★  UK Gilts  10.90  Not Disclosed  2966.94    0.12  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003VEE  1038  
 NEW  39  Vanguard UK Lg Dur Gilt Idx A Grs Acc  13  4.43  16.97  52.54  11.92  0.09  4.41  1.50  3.57  ★★★★★  UK Gilts  10.90  Not Disclosed  391.30    0.15  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000M0MB  1039  
 NEW  40  Halifax UK Equity Income C  13  4.78  31.04  26.93  23.42  0.04  6.14  1.97  2.60  ★★  UK Equity Income  19.74  Not Disclosed  2331.42  1  1.54  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04OC5  1040  
 NEW  41  AB Concntr US Eq S1 USD Acc  13  4.30  80.44  146.98  33.85  3.88  29.77  3.83  3.26  ★★★★  North America  53.75  James T. Tierney  599.55  3  0.81  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SE9B  1041  
 NEW  42  Schroder Income Fd Z Acc  13.5  3.68  44.45  45.03  25.44  6.73  7.89  2.49  2.66  ★★★★★  UK Equity Income  19.74  Kevin M. Murphy  1912.14  1  0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXM  1042  
 NEW  43  Rathbone Ethical Bond I Inc  13.5  4.30  19.41  31.56  9.93  4.96  3.48  3.30  1.16  ★★★★★   Corporate Bond  14.32  Bryn Jones  1046.72    0.70  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NQ9W  1043  
 NEW  44  Janus Henderson Hrzn PanEurpPtyEqsA2HUSD  13.5  4.38  44.64    14.01  5.05  20.77  2.10  3.53    Property  26.35  Guy Barnard  309.33  6  2.90  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000T8F2  1044  
 NEW  45  First State Asia Focus B Acc EUR  14  4.95  58.85    30.86  11.40  8.96  2.63  3.55    Asia Pacific Excluding Japan  49.22  Martin Lau  511.46  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1045  
 NEW  46  FP Octopus UK Micro Cap Growth P Acc  14  4.00  59.24  41.03  29.02  20.49  2.44  2.31  3.86  ★★★  UK Smaller Companies  34.22  Richard Power  28.96  9    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1046  
 NEW  47  Baillie Gifford Global Inc Growth B Inc  14  4.51  47.10  72.81  28.60  2.99  11.07  2.50  2.76  ★★★★★  Global Equity Income  34.57  James Dow  537.94  3  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1047  
 NEW  48  Quilter Investors Cirilium Cnsrv R  14.5  4.43  17.80  27.26  15.03  1.47  0.93  3.09  1.15  ★★★★  Mixed Investment 0-35% Shs  12.97  Paul Craig  780.34  5  1.09  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O4T4  1048  
 NEW  49  MI Discretionary Unit Inc  14.5  4.32  54.01  69.12  33.94  11.76  2.89  2.22  3.82  ★★★★  UK Smaller Companies  34.22  Melwin Mehta  46.87  9  0.42  1963  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DVC  1049  
 NEW  50  Threadneedle UK Fixed Interest Z Acc  14.5  4.70  8.33  26.23  6.15  -0.98  3.06  1.44  2.05  ★★★  UK Gilts  10.90  Dave Chappell  494.77      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Y7RQ  1050