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  Schroder Income Maximiser Z Acc  3  4.92  25.05  26.93  18.76  11.89  -5.89  1.91  2.49  ★★★  UK Equity Income  17.34  Kevin M. Murphy  1180.88    0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXO  1001  
 ↑  2  M&G Charifund GBP Inc  5  4.84  25.79  32.37  18.40  6.20  0.03  1.89  2.56  ★★★★★  UK Equity Income  17.34  Michael Stiasny  1150.93    0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1002  
 NEW  3  L&G All Stocks Gilt Index I Acc  5  4.97  10.20  28.74  5.48  -1.84  6.43  1.52  1.99  ★★★  UK Gilts  11.91  Not Disclosed  1095.38      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OZTB  1003  
 ↑  4  L&G UK Property Feeder I Acc  5  3.65  15.40  41.03  2.69  8.91  3.18  3.43  1.02    UK Direct Property  8.38  Not Disclosed  3306.15      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1004  
 ↑  5  L&G UK Property I Acc  5  3.62  15.40  41.05  2.71  8.88  3.20  3.44  1.02    UK Direct Property  8.38  Matt Jarvis  3306.15      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1005  
 ↑  6  Barings Europe Select I GBP Inc  5  4.86  43.48  75.85  34.15  8.60  -1.51  2.15  3.24  ★★★★  European Smaller Companies  31.95  Nicholas M. Williams  1587.72    0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1006  
 ↑  7  MI Hawksmoor Vanbrugh C Acc  5  4.49  20.91  32.10  15.86  4.81  -0.44  3.29  1.23  ★★★★★  Mixed Investment 20-60% Shs  18.79  Daniel Lockyer  158.90      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1007  
 ↑  8  Marlborough Nano Cap Growth P Acc  6.5  3.92  66.06  71.59  29.32  24.14  3.44  2.81  3.66  ★★★★  UK Smaller Companies  39.22  David Walton  207.92      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1008  
 NEW  9  VT Greystone Conservative Managed R Acc  7  4.92  13.11  17.43  9.53  2.05  1.20  2.76  0.87  ★★★  Mixed Investment 0-35% Shs  14.06  James Menzies  7.12      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PF62  1009  
 ↑  10  iShares UK Gilts All Stks Idx (UK) D Acc  8  4.32  10.80  29.87  5.78  -1.78  6.65  1.53  2.05  ★★★  UK Gilts  11.91  David Curtin  4927.49    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1010  
 ↑  11  Neptune Income C Acc GBP  8.5  4.19  34.69  45.36  20.55  11.80  -0.06  2.22  2.71  ★★★★  UK Equity Income  17.34  Robin Geffen  258.46      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1011  
 ↑  12  Artemis Global Emerging Mkts I Acc GBP  8.5  4.46  59.93    44.71  15.65  -4.43  2.67  3.83  ★★★★★  Global Emerging Markets  49.59  Peter Saacke  259.52    0.98  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VHE3  1012  
 ↑  13  Waverton European Dividend Gr L GBP Inc  8.5  4.70  38.83  52.92  30.60  8.95  -2.43  2.19  2.87  ★★★★  Europe Excluding UK  31.36  Charles Glasse  50.06      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000011TLA  1013  
 ↑  14  Threadneedle Eurp Smlr Coms Z Acc GBP  8.5  4.46  47.13  82.43  34.86  11.46  -2.12  2.20  3.53  ★★★★★  European Smaller Companies  31.95  Philip Dicken  405.71    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1014  
 ↑  15  Liontrust UK Smaller Companies I Inc  9  4.43  55.67  88.68  29.11  17.05  3.01  2.58  3.75  ★★★★★  UK Smaller Companies  39.22  Anthony Cross  993.35      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1015  
 ↑  16  Baillie Gifford High Yield Bond B Inc  9.5  4.62  17.96  21.05  10.44  2.70  4.00  3.04  1.09  ★★★★★   High Yield  22.72  Robert Baltzer  664.20    0.38  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR058EN  1016  
 ↑  17  Fidelity Asian Dividend W Acc  10  4.57  62.19  86.46  33.86  10.83  9.33  3.00  3.48  ★★★★★  Asia Pacific Excluding Japan  50.77  Jochen Breuer  42.03      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1017  
 ↑  18  T. Rowe Price Continental Eurp Eq Qh USD  10  4.08  55.02    33.90  2.29  13.19  2.58  3.06    Europe Excluding UK  31.36  Dean Tenerelli  96.57    0.82  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VTTH  1018  
 ↑  19  Fidelity China Consumer W Acc  10  4.70  63.50  94.01  44.63  26.14  -10.38  2.17  4.62  ★★★★  China/Greater China  56.79  Hyomi Jie  137.83      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1019  
 NEW  20  First State Asia Focus B Acc GBP  10.5  4.92  55.02  180.16  33.80  14.86  0.87  2.77  3.46  ★★★★★  Asia Pacific Excluding Japan  50.77  Martin Lau  587.87      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1020  
 ↑  21  Jupiter Merlin Conservative I Acc  10.5  4.08  17.85  24.90  11.56  1.47  4.11  2.88  1.10  ★★★★  Mixed Investment 0-35% Shs  14.06  Algy Smith-Maxwell  95.05    0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1021  
 ↑  22  Royal London Cautious Managed A Acc  10.5  4.73  14.62    9.62  1.70  2.82  2.65  0.99  ★★★★  Mixed Investment 0-35% Shs  14.06  Trevor Greetham  196.80      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1022  
 ↑  23  Allianz Gilt Yield C Inc  10.5  4.11  11.99  28.25  6.30  -1.31  6.76  1.55  2.19  ★★★  UK Gilts  11.91  Mike Riddell  2037.71    0.53  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DGO  1023  
 ↑  24  AB Concntr US Eq S1 USD Acc  11  4.08  88.92  143.65  40.35  11.27  20.97  3.90  3.32  ★★★★  North America  55.67  James T. Tierney  660.29    0.81  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SE9B  1024  
 ↑  25  SKAGEN m2 A  11  4.00  54.61  68.93  30.40  12.55  5.34  2.59  3.49  ★★★★  Property Other  28.73  Michael Gobitschek  136.07    1.50  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OS8P  1025  
 ↑  26  T. Rowe Price Global High Inc Bd Qdh GBP  11  4.59  17.46    11.47  0.66  4.69  2.90  1.11  ★★★★★   High Yield  22.72  Mark J. Vaselkiv  43.38    0.77  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VYWC  1026  
 ↑  27  AXA Global High Income Z Gross Acc  11  4.86  17.60  14.14  12.48  0.57  3.96  3.02  1.11  ★★★★   High Yield  22.72  James Gledhill  76.21    0.82  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000PW3  1027  
 ↑  28  Fidelity Global Property W Acc  11.5  4.78  41.26  74.59  19.02  2.77  15.49  2.22  3.41  ★★★★★  Property Other  28.73  Dirk Philippa  265.50      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPY9  1028  
 ↑  29  T. Rowe Price Emerging Mkts Val Eq A USD  11.5  4.81  60.17    43.61  9.35  1.99  2.52  3.86  ★★★★★  Global Emerging Markets  49.59  Ernest C. Yeung  52.59    2.07  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WC69  1029  
 ↑  30  Newton Long Gilt Exempt 2 Acc  11.5  4.14  18.67  55.61  10.14  -2.12  10.08  1.54  3.52  ★★★★★  UK Gilts  11.91  Howard Cunningham  22.83    0.25  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IN7  1030  
 ↑  31  M&G Emerging Markets Bond GBP I Acc  11.5  4.14  37.10  64.04  26.06  -3.41  12.59  2.62  2.84  ★★★★★  Global Emerging Markets Bond  25.09  Claudia Calich  546.47    0.81  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ6F  1031  
 NEW  32  Artemis UK Smaller Companies I Acc  12  4.97  42.91  62.06  31.69  16.97  -7.23  2.02  3.56  ★★★★  UK Smaller Companies  39.22  Mark Niznik  473.55    0.84  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O7HR  1032  
 ↑  33  Marlborough UK Micro Cap Growth P Acc  12  4.81  49.59  69.26  26.82  22.11  -3.41  2.35  3.79  ★★★★  UK Smaller Companies  39.22  Giles Hargreave  1264.62      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1033  
 NEW  34  Investec Global Dividend I Acc GBP  12  4.76  41.90    26.36  8.38  3.62  2.44  2.71  ★★★★  Global Equity Income  35.44  Jonathan Parker  12.00      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VWWF  1034  
 NEW  35  EF FACET Balanced Discretionary C Acc  12  4.59  18.14  19.88  10.15  4.08  3.05  2.60  1.29    Mixed Investment 20-60% Shs  18.79  Not Disclosed  19.30    2.00  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGHB  1035  
 NEW  36  First State Asia Focus B Acc EUR  12  4.89  55.23    33.70  14.99  0.97  2.76  3.53    Asia Pacific Excluding Japan  50.77  Martin Lau  587.87      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1036  
 NEW  37  IFSL Trade Union Unit Trust  12  4.76  49.43  39.30  29.08  4.86  10.41  2.59  3.01  ★★★★  Europe Including UK  30.65  Neville Harris  67.44    1.10  1961  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SB9  1037  
 NEW  38  Fidelity European W Acc  12  4.27  49.61  62.71  31.08  5.48  8.20  2.54  3.08  ★★★★★  Europe Excluding UK  31.36  Sam Morse  2577.85      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1038  
 NEW  39  JPM Europe Small Cap A (acc) USDH  12  4.49  46.06    38.21  10.90  -4.71  2.05  3.67    European Smaller Companies  31.95  Francesco Conte  642.79    1.80  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WFQ9  1039  
 NEW  40  Newton Continental European Inst W Acc  12.5  4.78  37.46  49.06  28.06  4.14  3.08  2.26  3.02  ★★★★  Europe Excluding UK  31.36  Paul Markham  140.94      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OTTF  1040  
 NEW  41  T. Rowe Price Eurp Smlr Coms Eq Q GBP  13  4.70  41.81  65.75  37.85  19.03  -13.58  2.02  3.70  ★★★★  European Smaller Companies  31.95  Ben Griffiths  162.81    1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1041  
 NEW  42  Newton Global Income Inst W Acc  13  4.97  46.63  84.52  26.86  0.87  14.58  2.65  2.89  ★★★★★  Global Equity Income  35.44  Nick Clay  5464.77      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OTU0  1042  
 NEW  43  Sarasin Global Dividend P Acc  13  4.70  47.33  75.55  26.57  4.40  11.50  2.59  2.82  ★★★★★  Global Equity Income  35.44  Jeremy Thomas  159.94      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QP1C  1043  
 NEW  44  AB American Gr Ptf I Acc  13  3.73  84.52  156.18  37.82  16.09  15.33  3.39  3.28  ★★★★  North America  55.67  Frank V. Caruso  2475.70    0.98  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1044  
 ↑  45  VT Seneca Diversified Growth B Acc  13  4.11  37.99  44.82  21.99  4.45  8.30  3.38  1.92  ★★★★  Mixed Investment 40-85% Shs  26.55  Mark Wright  154.21      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ5V  1045  
 NEW  46  FP Octopus UK Micro Cap Growth P Acc  13  3.57  61.90  62.99  34.02  21.41  -0.50  2.50  3.92  ★★★  UK Smaller Companies  39.22  Richard Power  31.73      2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1046  
 NEW  47  Threadneedle UK Fixed Interest Z Acc  13.5  4.84  10.14  28.79  5.50  -1.98  6.50  1.50  2.10  ★★★★  UK Gilts  11.91  Dave Chappell  513.11      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Y7RQ  1047  
 NEW  48  Amundi SICAV II Emerg Mkts Bd R GBP ND  13.5  4.30  35.69  62.95  23.85  -2.50  12.37  2.44  2.86  ★★★★★  Global Emerging Markets Bond  25.09  Yerlan Syzdykov  211.88    0.80  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OP9F  1048  
 NEW  49  Janus Henderson European Smr Coms I Acc  13.5  3.95  59.93  79.97  48.91  11.16  -3.38  2.36  3.96  ★★★★  European Smaller Companies  31.95  Ollie Beckett  202.78    1.08  1985  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SAT  1049  
 NEW  50  Rathbone Ethical Bond I Inc  13.5  4.00  18.97  30.93  10.72  2.06  5.28  3.22  1.16  ★★★★★   Corporate Bond  14.46  Bryn Jones  1190.54    0.70  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NQ9W  1050