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  2  4.84  82.96  91.17  44.01  21.09  4.92  3.19  3.73  ★★★★★  China/Greater China  72.50  Yu Zhang  10.54  2  1.50  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PHSA  1001  
 ↑  2  Man GLG Continental Eurp Gr Prf Acc C  2  4.19  67.80  130.26  27.21  27.46  3.48  4.70  2.39  ★★★★★  Europe Excluding UK  45.71  Rory Powe  1630.80  3  1.06  2004  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06M4B  1002  
 ↑  3  MI Hawksmoor Distribution C Acc  2.5  4.68  34.58  50.41  14.42  12.88  4.20  4.58  1.50  ★★★★  Mixed Investment 40-85% Shs  32.89  Daniel Lockyer  135.64  1    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4S  1003  
 NEW  4  Baring Europe Select I GBP Inc  3  4.95  71.52  102.40  31.30  24.68  4.78  3.94  2.63  ★★★★★  European Smaller Companies  63.86  Nicholas M. Williams  2116.59  6  0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1004  
 ↑  5  Threadneedle Eurp Smlr Coms Z Acc GBP  3.5  4.27  76.69  106.18  29.47  25.44  8.79  4.32  2.76  ★★★★★  European Smaller Companies  63.86  Mark Heslop  2471.81  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1005  
 NEW  6  Artemis Income I Inc  3.5  4.86  30.19  43.13  12.52  11.55  3.73  2.62  2.20  ★★★★  UK Equity Income  27.17  Adrian Frost  5979.00  1  0.79  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003U78  1006  
 ↑  7  Liontrust UK Smaller Companies I Inc  3.5  4.14  78.57  135.28  19.74  23.47  20.78  4.16  2.88  ★★★★★  UK Smaller Companies  51.53  Anthony Cross  968.11  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1007  
 ↑  8  VT Greystone Conservative Managed R Acc  3.5  4.59  15.28  22.32  6.24  6.92  1.48  3.59  0.84  ★★★  Mixed Investment 0-35% Shs  16.31  James Menzies  7.37  5    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PF62  1008  
 ↓  9  Legg Mason CB US Lg Cp Gr X USD Acc  3.5  4.03  92.31  151.71  30.89  18.16  24.35  6.73  2.57  ★★★★  North America  75.18  Peter Bourbeau  1222.02  3  1.09  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WI0F  1009  
 ↑  10  T. Rowe Price US Smlr Cm Eq Q GBP  4  4.78  86.44  126.20  31.68  14.33  23.85  5.01  3.16  ★★★★★  North American Smaller Comp  77.13  Ryan Burgess  1276.22  6  1.12  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PFCH  1010  
 ↑  11  Investec Global Dividend I Acc Net GBP  4  4.65  57.13    28.16  14.72  6.87  4.02  2.42  ★★★★  Global Equity Income  49.04  Christine Baalham  12.72  1    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VWWF  1011  
 NEW  12  Fidelity Asian Dividend W Acc  4  4.81  76.77  71.47  43.37  14.53  7.65  3.75  3.30  ★★★★★  Asia Pacific Excluding Japan  66.79  Jochen Breuer  9.15  1    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1012  
 ↑  13  First State Greater China Gr B Acc GBP  4.5  4.95  78.54  79.24  39.03  21.29  5.88  3.08  3.81  ★★★★★  China/Greater China  72.50  Martin Lau  458.34  3  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1013  
 ↑  14  T. Rowe Price Japanese Equity Q EUR  4.5  3.84  88.30  101.72  41.57  18.59  12.15  4.01  3.30  ★★★★★  Japan  50.41  Archibald A. Ciganer  490.68  3  0.92  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UOSD  1014  
 ↑  15  TB Evenlode Income A Inc  4.5  4.46  48.44  72.05  26.51  8.41  8.23  4.11  2.23  ★★★★★  UK All Companies  32.87    2512.87  3    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVA  1015  
 ↑  16  Aberdeen European Equity I  5  4.51  64.52  63.58  22.83  18.74  12.81  3.94  2.55  ★★★★  Europe Excluding UK  45.71  Not Disclosed  211.48  3  1.10  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0000045EX  1016  
 ↑  17  T. Rowe Price Eurp Smlr Coms Eq Q GBP  5  3.81  83.52  118.27  23.85  36.80  8.32  4.17  2.89  ★★★★★  European Smaller Companies  63.86  Ben Griffiths  270.26  9  1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1017  
 ↑  18  Marlborough Nano Cap Growth P Acc  6  4.14  71.99    9.84  31.46  19.12  3.91  2.98  ★★★★  UK Smaller Companies  51.53  David Walton  200.91  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1018  
 ↑  19  L&G All Stocks Gilt Index I Acc  6  4.89  9.61  25.97  14.12  -2.91  -1.07  1.50  1.94  ★★★  UK Gilts  11.35  Not Disclosed  953.24      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OZTB  1019  
 NEW  20  JPM Em Mkts Small Cap A (dist) perf GBP  6  4.89  57.59  68.35  40.51  17.77  -4.77  2.87  3.48  ★★★★  Global Emerging Markets  58.71  Amit Mehta  1271.34  6  2.03  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000LQM  1020  
 ↑  21  Rathbone Strategic Bond Instl Inc  6.5  4.84  14.45  24.16  7.43  5.74  0.75  4.58  0.71  ★★★★   Strategic Bond  14.44  Bryn Jones  120.52  4  1.28  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4AT  1021  
 ↑  22  MI Hawksmoor Vanbrugh C Acc  7  3.92  28.20  41.56  12.72  10.95  2.51  4.83  1.23  ★★★★★  Mixed Investment 20-60% Shs  23.55  Richard Scott  140.45  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1022  
 ↓  23  L&G UK Property Feeder I Acc  7  4.41  20.49  51.11  2.71  8.25  8.37  4.36  1.02    Property  28.61  Not Disclosed  3289.62  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1023  
 ↓  24  L&G UK Property I Acc  7  4.46  20.54  51.13  2.74  8.25  8.39  4.37  1.02    Property  28.61  Matt Jarvis  3289.62  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1024  
 NEW  25  Vanguard LifeStrategy 60% Equity A Acc  7.5  4.92  37.05  51.75  19.68  9.27  4.79  3.99  1.65  ★★★★★  Mixed Investment 40-85% Shs  32.89  Not Disclosed  4483.99  2  0.31  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUO  1025  
 ↑  26  Fidelity European Dynamic Gr W-Acc-GBP  8  3.51  65.95  86.62  25.05  19.95  10.63  3.89  2.58  ★★★★★  Europe Including UK  44.91  Fabio Riccelli  1642.71  3  1.16  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SX1T  1026  
 NEW  27  M&G Pan European Select GBP I Acc  8  4.89  49.40  57.74  23.68  18.38  2.05  3.42  2.55  ★★★★★  Europe Including UK  44.91  John William Olsen  272.44  3  0.93  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OO88  1027  
 ↑  28  LF Miton Worldwide Opportunities B Acc  8.5  3.97  52.60  64.33  16.17  23.85  6.06  6.33  1.75  ★★★★★  Flexible Investment  36.23  Nick Greenwood  43.21  6  1.58  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06FO5  1028  
 ↑  29  Russell Inv Japan Equity I  8.5  4.62  67.39  79.99  27.20  20.30  9.39  2.90  3.29  ★★★★★  Japan  50.41  Makiko Hakozaki  363.57  2  0.99  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR0538Z  1029  
 NEW  30  Liontrust Special Situations I Inc  8.5  3.51  55.21  75.41  22.53  12.35  12.75  4.63  2.40  ★★★★★  UK All Companies  32.87  Anthony Cross  3839.71  6  0.92  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWHC  1030  
 ↑  31  Jupiter Merlin Conservative I Acc  9  4.68  17.97  23.37  10.25  5.45  1.47  3.31  1.01  ★★★  Mixed Investment 0-35% Shs  16.31  Algy Smith-Maxwell  62.76  2  0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1031  
 NEW  32  Quilter Inv Eurp (ex UK) Eq Gr U2 GBPAcc  9  4.97  46.47  65.73  20.26  19.55  1.87  3.49  2.42  ★★★★  Europe Excluding UK  45.71  Not Disclosed  82.00  3    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SK12  1032  
 ↑  33  Threadneedle European Sel Z Acc GBP  9  4.84  47.07  67.67  20.23  19.79  2.11  3.52  2.43  ★★★★★  Europe Excluding UK  45.71  Dave Dudding  1567.11  3  0.82  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OU8T  1033  
 ↑  34  BlackRock European Dynamic D Acc  9  3.86  57.83  87.94  19.21  27.39  3.93  3.65  2.60  ★★★★★  Europe Excluding UK  45.71  Alister M. Hibbert  3186.40  3  0.93  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000GWFO  1034  
 ↑  35  Fidelity China Consumer W Acc  9  4.92  75.88  85.64  38.78  27.31  -0.46  2.66  4.07  ★★★★  China/Greater China  72.50  Hyomi Jie  116.45  3    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1035  
 ↑  36  iShares UK Gilts All Stks Idx (UK) D Acc  9  4.00  10.09  27.11  14.31  -2.71  -1.01  1.51  1.99  ★★★  UK Gilts  11.35  David Curtin  4921.31    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1036  
 ↑  37  HSBC UK Gilt Index C Acc  9.5  4.84  9.55  25.72  14.10  -2.99  -1.03  1.49  1.97  ★★★  UK Gilts  11.35  Amrita Chauhan Sanyal  256.75    0.17  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OOAY  1037  
 ↑  38  Jupiter UK Smaller Companies Fd I  9.5  2.95  99.97  140.61  16.80  38.78  23.37  5.36  3.14  ★★★★  UK Smaller Companies  51.53  James Zimmerman  434.61  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OSWK  1038  
 ↑  39  MI Discretionary Unit Inc  9.5  4.30  67.72  113.91  10.99  36.61  10.62  3.79  3.08  ★★★★  UK Smaller Companies  51.53  Melwin Mehta  52.51  9  0.42  1963  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DVC  1039  
 NEW  40  Matthews Asia Funds China Sm Coms I Acc  9.5  4.38  94.34  95.94  41.77  31.16  4.51  3.17  4.34  ★★★★★  China/Greater China  72.50  Tiffany Hsiao  49.13  6  1.71  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NYUG  1040  
 NEW  41  Schroder ISF Greater China C Acc USD  9.5  4.08  91.95  103.04  46.64  29.03  1.45  2.93  4.21  ★★★★★  China/Greater China  72.50  Louisa Lo  821.73  2  1.32  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1041  
 NEW  42  Franklin UK Equity Income W Acc  10  4.65  35.71  53.46  21.00  9.70  2.24  2.89  2.33  ★★★★★  UK Equity Income  27.17  Colin Morton  570.49  2  0.54  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OBQT  1042  
 NEW  43  Schroder High Yield Opportunities Z Acc  10  4.16  23.62  42.43  10.73  8.89  2.53  3.13  1.33  ★★★★★   High Yield  22.92  Michael Scott  732.06    0.82  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O977  1043  
 NEW  44  Aviva Investors UK Equity Income 2 Acc  10.5  4.97  27.80  41.70  12.08  10.95  2.77  2.46  2.27  ★★★★  UK Equity Income  27.17  Chris Murphy  998.76  2  0.81  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P9SW  1044  
 NEW  45  Marlborough UK Micro Cap Growth P Acc  10.5  4.59  62.01  119.32  10.08  32.51  11.06  3.55  3.08  ★★★★★  UK Smaller Companies  51.53  Giles Hargreave  1296.31  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1045  
 NEW  46  Legg Mason MC Greater China A USD Dis(A)  10.5  4.68  78.83  77.52  42.96  29.73  -3.58  2.65  4.19  ★★★★  China/Greater China  72.50  James Chong  11.82  3  1.95  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WWEJ  1046  
 NEW  47  Quilter Investors Cirilium Cnsrv R  10.5  4.54  20.72  29.74  12.35  7.31  0.14  4.24  1.08  ★★★★  Mixed Investment 0-35% Shs  16.31  Paul Craig  726.93  5  1.09  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O4T4  1047  
 NEW  48  Baillie Gifford Global Inc Growth B Inc  10.5  4.32  63.27  75.05  30.33  15.35  8.60  3.68  2.59  ★★★★★  Global Equity Income  49.04  James Dow  531.76  2  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1048  
 NEW  49  AXA Framlington Japan Z Inc  11  4.05  79.01  108.96  43.65  16.36  7.09  3.28  3.41  ★★★★  Japan  50.41  Chisako Hardie  297.41  6    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VDOB  1049  
 NEW  50  LF Morant Wright Nippon Yield B Acc  11  4.97  62.80  89.81  28.10  22.52  3.72  3.20  3.41  ★★★  Japan  50.41  Ian Wright  568.48  4  1.41  2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000J8HN  1050