The Consistent 50


ChangeRankFund nameConsistencyAvg decile rank in own sector3-yr return5-yr return18-19 % chg19-20 % chg20-21 % chg3-yr gain3-yr volRatingGeneral Sector3-yr sec averagePortfolio ManagerFund size £mMS Equity StyleTotal Expense RatioLaunch YearSnapshotURL
 →  1  T. Rowe Price US Smlr Cm Eq CAccGBP  1.5  4.54  66.65    16.54  15.88  23.40  2.16  5.18  ★★★★★  North American Smaller Comp  40.43  Ryan Burgess  241.64  5    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YQSU  1001  
 →  2  MGTS St Johns High Income Property Acc  2  4.16  8.15  16.76  3.44  2.09  2.41  8.22  0.24    UK Direct Property  -2.93  Not Disclosed  176.04      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PU1B  1002  
 ↑  3  Vanguard Global Credit Bond Inv GBPH Acc  2.5  4.16  23.38    11.96  8.47  1.60  2.61  1.72  ★★★★★  LC00002865  14.70    447.43      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZHJZ  1003  
 →  4  T. Rowe Price US Smlr Cm Eq Q GBP  2.5  4.49  67.35  116.87  15.77  17.05  23.50  2.14  5.20  ★★★★★  North American Smaller Comp  40.43  Curt J Organt  2564.16  5  1.06  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PFCH  1004  
 ↑  5  Fidelity Mlt Asst Allctr Defesv W Acc  3  4.62  18.05  16.07  10.33  3.98  2.91  2.39  1.42  ★★★★  Mixed Investment 0-35% Shs  11.67  Chris Forgan  126.88  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1005  
 ↑  6  MFS Meridian European Smlr Coms WH1 USD  3.5  4.89  40.08  62.57  17.48  1.11  17.93  1.76  4.46    European Smaller Companies  37.78  Peter F. Fruzzetti  484.84  6  1.25  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000V2ZY  1006  
 ↑  7  Royal London Sustainable Leaders C Acc  4  4.03  44.34  69.55  16.03  5.42  18.00  1.96  3.93  ★★★★★  UK All Companies  16.44  Mike Fox  3026.82  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1007  
 →  8  Janus Henderson UK Pty PAIF I Acc  4  4.00  7.76  23.74  2.39  -2.07  7.47  2.85  0.63    UK Direct Property  -2.93  Marcus Langlands-Pearse  207.21    0.84  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000U60A  1008  
 →  9  Liontrust UK Smaller Companies I Inc  4  4.62  57.49  127.17  -3.42  14.60  42.30  2.02  5.72  ★★★★★  UK Smaller Companies  42.78  Julian E C Fosh  1710.18  8    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1009  
 ↑  10  L&G UK Property Feeder I Acc  4.5  3.16  12.96  33.05  2.50  -1.80  12.23  3.89  0.70    UK Direct Property  -2.93  Michael Barrie  2291.14  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1010  
 ↑  11  L&G UK Property I Acc  4.5  3.11  12.97  33.07  2.50  -1.82  12.26  3.88  0.70    UK Direct Property  -2.93  Michael Barrie  2291.14  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1011  
 NEW  12  Artemis US Smaller Companies I Acc GBP  4.5  4.89  56.80  129.90  5.36  15.17  29.22  1.86  5.73  ★★★★★  North American Smaller Comp  40.43  Cormac Weldon  1387.85  6  0.87  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000U58R  1012  
 ↑  13  TB Guinness Global Equity Inc Y GBP Inc  5  4.54  36.71  57.64  12.92  6.77  13.40  1.92  3.37  ★★★★★  Global Equity Income  26.53  Matthew Page  4.10  1    2020  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000015W0S  1013  
 →  14  ASI European Smaller Companies I Acc  5  4.32  57.45  112.46  4.53  20.86  24.64  1.84  5.64  ★★★★  European Smaller Companies  37.78  Andrew Paisley  113.04  6    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1014  
 ↓  15  Janus Henderson UK Pty PAIF Feeder I Acc  5  3.89  7.76  23.71  2.44  -2.13  7.49  2.85  0.64    UK Direct Property  -2.93  Marcus Langlands-Pearse  874.36      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X47H  1015  
 NEW  16  L&G Global Inflation Linked Bd Idx I Acc  5  4.84  19.69  16.93  8.01  5.05  5.49  2.80  1.17  ★★★★  LC00002862  11.30  Not Disclosed  1536.57      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q1DK  1016  
 →  17  Royal London UK Government Bond M Acc  5  4.68  9.76  6.79  14.65  2.28  -6.39  1.44  2.09  ★★★  UK Gilts  9.68  Craig Inches  888.28      2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PW28  1017  
 ↓  18  Premier Miton UK Multi Cap Inc B Acc Ins  5  4.97  28.33  50.38  -5.20  3.81  30.40  1.64  4.51  ★★★★★  UK Equity Income  8.47  Gervais Williams  1155.96  7  0.82  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N2KV  1018  
 NEW  19  FSSA Greater China Growth B GBP Acc  5.5  4.62  59.07  79.20  20.91  22.66  7.26  1.96  4.48  ★★★★★  China/Greater China  35.68  Martin Lau  665.40  2  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1019  
 ↓  20  Morgan Stanley Glb Brands Eq Inc I Inc  5.5  4.57  38.48  66.71  16.40  9.06  9.09  1.95  3.53  ★★★★  Global Equity Income  26.53  William D. Lock  51.83  2    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1020  
 ↓  21  T. Rowe Price US Smlr Cm Eq Qn GBP  5.5  4.51  65.73    6.21  20.65  29.33  1.98  6.02    North American Smaller Comp  40.43  Curt J Organt  2564.16  5  1.07  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YO0E  1021  
 ↓  22  ASI UK Income Equity I Acc  5.5  3.95  24.01  30.00  8.67  -3.30  18.01  1.50  4.45  ★★★★  UK Equity Income  8.47  Charles Luke  187.45  2  1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1022  
 ↓  23  Vanguard LifeStrategy 20% Eq A Grs Acc  6  4.95  17.46  19.69  11.20  3.39  2.17  2.21  1.48  ★★★★  Mixed Investment 0-35% Shs  11.67  Not Disclosed  2298.54  2  0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1023  
 ↓  24  ASSII-Eu SmlComp D Acc EUR  6  4.22  60.98  97.89  1.74  24.66  26.93  1.89  5.84  ★★★★★  European Smaller Companies  37.78  Andrew Paisley  1442.61  6  0.97  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000LQ4  1024  
 NEW  25  Threadneedle Eurp Smlr Coms Z Acc GBP  6  4.97  46.93  80.97  3.64  21.99  16.22  1.75  5.27  ★★★★  European Smaller Companies  37.78  Mine Tezgul  466.07  6  0.88  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1025  
 ↓  26  Wellington Pan Eurp Sm Cp Eq N GBP AccUh  6  4.86  45.40    1.18  17.83  21.96  1.75  5.28  ★★★★  European Smaller Companies  37.78  Anna Lunden  132.35  6  1.00  2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000011N2M  1026  
 ↓  27  Liontrust UK Micro Cap I Acc  6.5  3.76  73.10  160.35  -1.62  11.34  58.03  2.27  6.16  ★★★★★  UK Smaller Companies  42.78  Julian E C Fosh  202.34  9    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1027  
 NEW  28  JPM Global Corp Bd C (dist) GBP H  6.5  4.89  17.74  16.93  10.79  4.51  1.69  2.18  1.76  ★★★  LC00002865  14.70  Lisa Coleman  4204.81    0.55  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O8BE  1028  
 NEW  29  Capital Group GlobCorpBd (LUX) Zgdh-GBP  7  4.95  19.68    11.64  6.70  0.47  2.24  1.85  ★★★★  LC00002865  14.70  Damir Bettini  253.73    0.60  2018  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000010NX8  1029  
 ↓  30  Nomura Fds Emerging Market LC Debt I USD  7  4.89  6.66  -1.75  18.63  -6.05  -4.30  1.27  2.87  ★★★  LC00002857  5.78  Recai Gunesdogdu  74.50    0.85  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VF9P  1030  
 ↓  31  Threadneedle Pan Eurp Focus Z Acc GBP  7  4.24  60.95  85.14  21.51  17.85  12.38  2.16  3.98  ★★★★★  Europe Including UK  26.89  Frederic Jeanmaire  84.04  3  0.91  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OXIF  1031  
 ↓  32  MFS Meridian European Value WH1 USD  7  4.54  46.02    22.07  3.15  15.96  1.94  3.87    Europe Including UK  26.89  Florence Taj  4171.17  2  1.19  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YCVT  1032  
 ↓  33  Threadneedle European Sel Ins Acc USD H  7  3.97  56.08  80.41  20.60  8.73  19.03  2.10  4.06    Europe Excluding UK  30.72  Benjamin Moore  1818.55  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VCYD  1033  
 NEW  34  FSSA All China B USD Acc  7.5  4.14  71.94    33.19  33.55  -3.34  2.13  4.96  ★★★★  China/Greater China  35.68  Winston Ke  37.76  2    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YB5L  1034  
 NEW  35  Capital Group EM Growth (LUX) Zd  7.5  3.92  59.51  69.90  19.41  16.75  14.42  2.22  4.30  ★★★★★  Global Emerging Markets  29.77  Victor D. Kohn  337.31  2  1.03  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q7PU  1035  
 ↓  36  Fidelity Mlt Asst Allctr Strat W Acc  7.5  4.81  22.84  25.09  9.99  4.44  6.94  2.11  2.05  ★★★  Mixed Investment 20-60% Shs  15.44  Chris Forgan  314.66  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3E  1036  
 ↓  37  Schroder Global Cities Real Estt Z Acc  8  4.65  35.71  42.16  28.58  -8.76  15.67  1.85  4.23  ★★★★★  Property Other  21.62  Hugo Machin  1556.52  5  1.18  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000002QT0  1037  
 ↓  38  JOHCM Asia ex-Japan A GBP Inc  8  4.43  65.23  42.54  17.77  21.87  15.13  2.26  4.09  ★★★★  Asia Pacific Excluding Japan  32.60  Samir Mehta  39.72  3  1.19  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N2H6  1038  
 ↓  39  Muzinich EM Mkt Corp Dbt HGBP Inc Fndr  8  4.68  18.14    10.64  2.34  4.34  1.98  2.94    LC00002856  11.72  Warren Hyland  342.88    0.59  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZBVG  1039  
 ↓  40  T. Rowe Price Em Lcl Mkts Bd Q EUR  8.5  4.68  9.37  1.86  20.17  -6.15  -3.02  1.28  3.01  ★★★★  LC00002857  5.78  Andrew J. Keirle  109.29    0.82  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UOS5  1040  
 ↓  41  ARC TIME Commercial Long Inc A Gross Acc  8.5  3.43  3.49  14.16  4.48  -0.27  -0.69  1.54  0.80    UK Direct Property  -2.93  Nigel Ashfield  408.28      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1041  
 ↓  42  Matthews Asia Ex Japan Div I GBP Acc  8.5  4.24  65.69  96.65  13.40  28.67  13.55  2.43  4.18  ★★★★★  Asia Pacific Excluding Japan  32.60  Robert J. Horrocks  311.11  2  0.99  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WMSJ  1042  
 NEW  43  Schroder ISF Greater China C Acc USD  8.5  4.16  58.40  87.70  12.98  35.98  3.10  1.83  4.90  ★★★★  China/Greater China  35.68  Louisa Lo  2927.48  3  1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1043  
 ↓  44  Threadneedle AmerSmlrComs(US) Z Acc GBP  8.5  4.97  69.02  106.71  6.50  12.45  41.13  1.93  6.31  ★★★★  North American Smaller Comp  40.43  Nicolas Janvier  554.54  8  0.88  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OU8O  1044  
 ↓  45  Baillie Gifford Global Inc Growth B Inc  8.5  4.16  47.99  71.88  13.66  12.02  16.24  1.99  3.85  ★★★★★  Global Equity Income  26.53  James Dow  788.22  2  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1045  
 ↓  46  AXAWF Global Infl Bds F Cap GBP H  9  4.86  19.64  15.05  11.19  3.56  3.90  2.08  1.60  ★★★★  LC00002862  11.30  Jonathan Baltora  2108.80    0.60  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000U3A1  1046  
 ↓  47  LF Gresham House UK Mlt Cap Inc C Acc  9  3.95  36.23    2.65  3.56  28.15  1.74  4.96  ★★★★★  UK Equity Income  8.47  Ken Wotton  143.53  8    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Z569  1047  
 ↓  48  Allianz Gilt Yield I Inc  9  4.49  10.92  8.49  16.11  2.87  -7.13  1.45  2.23  ★★★★  UK Gilts  9.68  Mike Riddell  2468.37    0.33  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06I9B  1048  
 ↓  49  Royal London UK Smaller Companies M  9.5  4.54  52.67  95.26  0.17  5.25  44.81  1.88  5.98  ★★★★  UK Smaller Companies  42.78  Henry Lowson  440.68  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000LJRI  1049  
 ↓  50  PGIM Broad Market US HY Bd GBP H I Dis  9.5  4.49  20.10    5.04  5.29  8.59  1.96  2.67    LC00002869  13.64  Robert Cignarella  840.76  7  0.58  2018  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0000100D3  1050