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  4.84  70.88  107.56  40.61  19.12  2.02  2.88  3.69  ★★★★★  China/Greater China  68.59  Sherwood Zhang  12.71    1.50  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PHSA  1001  
 →  2  MI Hawksmoor Distribution C Acc  2  4.51  30.36  42.33  19.93  6.52  2.05  3.73  1.54  ★★★★★  Mixed Investment 40-85% Shs  26.51  Daniel Lockyer  161.30      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4S  1002  
 →  3  Schroder Income Maximiser Z Acc  2  4.24  29.95  26.10  20.28  5.65  2.26  2.63  2.37  ★★★★  UK Equity Income  19.91  Kevin M. Murphy  1182.33    0.91  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MEXO  1003  
 →  4  Schroder ISF Eurp Eq Yld Z Acc EUR  2.5  4.76  37.86  30.86  27.00  7.71  0.79  2.71  2.73  ★★★★  Europe Including UK  30.07  Andrew Evans  106.63    1.08  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QJ41  1004  
 →  5  Barings Europe Select I GBP Inc  3  4.73  43.87  63.28  31.07  15.65  -5.09  2.18  3.18  ★★★★  European Smaller Companies  36.67  Nicholas M. Williams  1793.46    0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1005  
 →  6  LF Gresham House UK Micro Cap C Acc  4  4.95  38.25  57.64  13.31  23.39  -1.12  2.36  3.00  ★★★★  UK Smaller Companies  36.85  Ken Wotton  164.24      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1006  
 NEW  7  Templeton China W(acc)GBP  4.5  4.89  69.15  80.08  44.47  14.78  2.01  2.57  4.05  ★★★★  China/Greater China  68.59  Eddie Chow  337.77    1.48  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OBVK  1007  
 ↑  8  Fidelity China Focus Y-Dis-GBP  5  4.51  75.54  123.61  47.36  19.21  -0.07  2.60  4.42  ★★★★★  China/Greater China  68.59  Jing Ning  3775.83    1.06  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000J73H  1008  
 ↑  9  Schroder ISF Greater China C Acc USD  5  4.05  78.09  107.22  45.87  23.77  -1.35  2.59  4.39  ★★★★★  China/Greater China  68.59  Louisa Lo  1002.92    1.31  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1009  
 ↓  10  Threadneedle Eurp Smlr Coms Z Acc GBP  5  4.57  45.84  70.08  28.11  21.87  -6.59  2.18  3.37  ★★★★★  European Smaller Companies  36.67  Mark Heslop  413.40    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1010  
 ↑  11  MI Hawksmoor Vanbrugh C Acc  6  3.95  23.82  33.38  17.52  5.24  0.11  3.72  1.26  ★★★★★  Mixed Investment 20-60% Shs  19.10  Daniel Lockyer  144.60      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1011  
 ↑  12  Marlborough Nano Cap Growth P Acc  6  3.86  61.47  57.95  28.40  20.09  4.72  2.73  3.56  ★★★★  UK Smaller Companies  36.85  David Walton  187.58      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1012  
 →  13  M&G Charifund GBP Inc  6  4.70  25.75  31.01  17.84  4.42  2.20  2.13  2.45  ★★★★  UK Equity Income  19.91  Michael Stiasny  1126.89    0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1013  
 ↓  14  L&G UK Property Feeder I Acc  6  3.68  16.38  44.75  2.17  8.30  5.18  3.60  1.02    LC00002699  8.58  Not Disclosed  3272.64      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1014  
 ↓  15  L&G UK Property I Acc  6  3.65  16.42  44.74  2.17  8.34  5.17  3.60  1.02    LC00002699  8.58  Matt Jarvis  3272.64      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1015  
 →  16  Fidelity China Consumer W Acc  6.5  4.62  75.82  86.13  43.58  24.82  -1.90  2.48  4.37  ★★★★  China/Greater China  68.59  Hyomi Jie  136.22      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1016  
 ↑  17  AB Concntr US Eq S1 USD Acc  7.5  4.27  77.31  125.96  44.18  5.39  16.69  3.74  3.20  ★★★★  North America  55.13  James T. Tierney  562.63    0.81  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SE9B  1017  
 ↑  18  VT Castlebay UK Equity A Accumulation  8  4.68  31.47    16.29  3.00  9.75  2.46  2.52  ★★★★  UK All Companies  25.47          2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1018  
 ↑  19  Insight Equity Income Booster Inst W Acc  8  4.89  22.57  21.79  22.09  3.26  -2.78  2.02  2.47  ★★★  UK Equity Income  19.91  Tim Rees  108.50      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PIZY  1019  
 ↑  20  Schroder Instl UK Smaller Cos I Acc  8  4.65  39.26  52.61  25.09  21.39  -8.29  2.26  3.41  ★★★★  UK Smaller Companies  36.85  Andy Brough  489.29    0.52  1987  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR050G4  1020  
 ↑  21  Fidelity Asian Dividend W Acc  8  4.84  63.71  84.27  39.89  6.66  9.72  2.98  3.55  ★★★★★  Asia Pacific Excluding Japan  54.24  Jochen Breuer  23.31      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1021  
 ↑  22  Liontrust UK Smaller Companies I Inc  8.5  4.70  52.21  71.63  26.06  20.71  0.03  2.37  3.65  ★★★★★  UK Smaller Companies  36.85  Anthony Cross  878.64      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1022  
 ↑  23  Neptune Income C Acc GBP  8.5  4.19  32.17  40.58  22.64  6.46  1.24  2.41  2.59  ★★★★  UK Equity Income  19.91  Robin Geffen  210.65      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1023  
 ↑  24  iShares UK Gilts All Stks Idx (UK) D Acc  9  4.24  8.74  26.77  5.48  -0.79  3.90  1.35  1.94  ★★★  UK Gilts  7.68  David Curtin  4593.55    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1024  
 ↑  25  Jupiter Merlin Conservative I Acc  9  4.30  17.14  21.18  12.09  2.25  2.20  2.81  1.09  ★★★★  Mixed Investment 0-35% Shs  13.01  Algy Smith-Maxwell  75.13    0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1025  
 ↑  26  Fidelity European W Acc  9  4.11  43.85  52.32  24.16  13.36  2.20  2.50  3.03  ★★★★★  Europe Excluding UK  31.89  Sam Morse  2341.35      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1026  
 ↑  27  T. Rowe Price Continental Eurp Eq Qh USD  9  4.59  47.09    33.81  -1.23  11.29  2.43  3.02    Europe Excluding UK  31.89  Dean Tenerelli  76.76    0.82  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VTTH  1027  
 ↑  28  Royal London Cautious Managed A Acc  9.5  4.95  13.99    10.09  1.45  2.06  2.61  0.97  ★★★  Mixed Investment 0-35% Shs  13.01  Trevor Greetham  183.97      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1028  
 ↑  29  Aberdeen European Smlr Coms Eq I Acc  9.5  4.38  57.42  56.82  29.72  15.36  5.20  2.34  3.70  ★★★★  European Smaller Companies  36.67  Not Disclosed  53.06      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1029  
 NEW  30  BMO UK Smaller Companies 2 Acc  9.5  4.89  37.83  52.14  19.00  20.38  -3.78  2.15  3.54  ★★★★  UK Smaller Companies  36.85  Catherine Stanley  32.44    0.85  1988  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04CJT  1030  
 →  31  MI Discretionary Unit Inc  9.5  4.05  49.00  58.78  34.64  15.77  -4.41  2.46  3.81  ★★★★  UK Smaller Companies  36.85  Melwin Mehta  44.88    0.42  1963  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DVC  1031  
 ↑  32  Marlborough UK Micro Cap Growth P Acc  10.5  4.38  49.32  56.66  27.65  22.70  -4.67  2.33  3.78  ★★★★★  UK Smaller Companies  36.85  Giles Hargreave  1159.31      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBF1  1032  
 ↑  33  T. Rowe Price Eurp Smlr Coms Eq Q GBP  10.5  4.62  42.43  55.90  28.57  28.94  -14.09  2.02  3.62  ★★★★★  European Smaller Companies  36.67  Ben Griffiths  178.88    1.12  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SZ35  1033  
 NEW  34  First State Asia Focus B Acc GBP  10.5  4.86  55.76    33.68  15.17  1.17  2.65  3.50  ★★★★  Asia Pacific Excluding Japan  54.24  Martin Lau  473.47      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1034  
 ↑  35  Newton Long Gilt Exempt 2 Acc  11  3.86  16.06  50.35  10.20  -0.08  5.40  1.41  3.36  ★★★★★  UK Gilts  7.68  Howard Cunningham  24.16    0.25  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IN7  1035  
 ↑  36  Allianz Gilt Yield C Inc  11.5  4.32  9.57  24.21  5.40  -0.09  4.05  1.37  2.09  ★★★  UK Gilts  7.68  Mike Riddell  1803.04    0.53  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04DGO  1036  
 ↑  37  M&G Emerging Markets Bond GBP I Acc  11.5  4.38  33.65  62.52  31.67  -4.15  5.90  2.30  2.81  ★★★★  Global Emerging Markets Bond  21.99  Claudia Calich  420.28    0.81  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ6F  1037  
 ↑  38  Artemis Income I Inc  11.5  4.78  25.82  31.21  17.56  6.62  0.38  1.99  2.58  ★★★★  UK Equity Income  19.91  Adrian Frost  5281.13    0.79  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003U78  1038  
 →  39  Janus Henderson Hrzn PanEurpPtyEqsA2HUSD  11.5  4.27  46.62    19.58  2.41  19.73  2.02  3.43    Property  26.99  Guy Barnard  309.11    2.90  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000T8F2  1039  
 ↑  40  Janus Henderson European Smr Coms I Acc  11.5  3.65  57.19  70.34  38.72  24.77  -9.18  2.49  3.86  ★★★★★  European Smaller Companies  36.67  Ollie Beckett  190.38    1.08  1985  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SAT  1040  
 NEW  41  Sarasin Global Dividend P Acc  11.5  4.95  41.32  69.00  31.03  2.07  5.66  2.53  2.74  ★★★★★  Global Equity Income  35.89  Jeremy Thomas  148.34      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QP1C  1041  
 →  42  Aberdeen European Equity I  11.5  4.22  44.94  48.51  25.67  10.58  4.30  2.36  3.03  ★★★★★  Europe Excluding UK  31.89  Not Disclosed  188.22    1.10  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0000045EX  1042  
 ↑  43  First State Asia Focus B Acc EUR  12  4.95  56.01    32.94  15.11  1.95  2.68  3.59    Asia Pacific Excluding Japan  54.24  Martin Lau  473.47      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1043  
 ↑  44  JPM Europe Smaller Companies C Acc  12  4.76  40.39  54.45  31.56  20.67  -11.57  1.93  3.61  ★★★★  European Smaller Companies  36.67  Francesco Conte  193.55    0.93  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYE2  1044  
 ↑  45  IFSL Trade Union Unit Trust  12  4.70  37.51  22.86  25.03  5.07  4.67  2.28  2.93  ★★★★  Europe Including UK  30.07  Neville Harris  49.41    1.10  1961  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04SB9  1045  
 ↓  46  Aberdeen Sterling LD Govt Bd I GBP Acc  12  3.76  16.68  51.71  10.58  -0.08  5.61  1.41  3.45  ★★★★★  UK Gilts  7.68  Not Disclosed  31.21      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X844  1046  
 ↑  47  SKAGEN m2 A  12.5  3.68  56.83  72.19  33.13  10.77  6.35  2.63  3.52  ★★★★  Property  26.99  Michael Gobitschek  122.76    1.50  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OS8P  1047  
 ↑  48  Legg Mason CB US Lg Cp Gr X USD Acc  12.5  4.30  69.15  124.82  39.30  9.27  11.12  3.26  3.25  ★★★★  North America  55.13  Peter Bourbeau  1087.10    1.09  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WI0F  1048  
 NEW  49  LF Seneca Diversified Growth B Acc  12.5  4.41  37.33  41.53  19.62  8.17  6.13  3.66  1.89  ★★★★  Mixed Investment 40-85% Shs  26.51  Mark Wright  129.17      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ5V  1049  
 NEW  50  Jupiter UK Smaller Companies Fd I  13  2.97  78.00  83.50  32.02  37.04  -1.62  2.96  3.90  ★★★★★  UK Smaller Companies  36.85  James Zimmerman  388.73      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OSWK  1050