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
 NEW  1  Eaton Vance Intl(IRL) EMLclInc I Inc QH  1.5  4.97  2.22    0.00  0.00  2.22  1.28  1.41    LC00002857  0.95  John R. Baur  368.79    0.80  2018  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0000102S4  1001  
 ↑  2  MGTS St Johns High Income Property Acc  2  4.16  7.92  17.29  2.63  2.40  2.68  9.70  0.23    UK Direct Property  -3.66  Not Disclosed  165.70      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PU1B  1002  
 ↓  3  T. Rowe Price US Smlr Cm Eq CAccGBP  2  4.81  59.48    14.51  7.82  29.17  2.11  5.27  ★★★★★  North American Smaller Comp  43.50  Ryan Burgess  225.67  5    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YQSU  1003  
 ↓  4  T. Rowe Price US Smlr Cm Eq Q GBP  2  4.57  58.62  117.78  15.95  6.73  28.17  2.12  5.30  ★★★★★  North American Smaller Comp  43.50  Curt J Organt  2502.06  5  1.06  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PFCH  1004  
 ↓  5  FP Octopus UK Micro Cap Growth P Acc  2.5  4.59  71.91  177.53  -6.15  16.57  57.14  2.19  5.68  ★★★★★  UK Smaller Companies  40.13  Richard Power  297.85  9    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1005  
 ↓  6  Vanguard Global Credit Bond Inv GBPH Acc  2.5  3.84  23.51    9.97  9.33  2.72  2.82  1.70  ★★★★★  LC00002865  14.58    360.32      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZHJZ  1006  
 ↓  7  Liontrust UK Smaller Companies I Inc  4  4.81  62.76  138.60  0.50  13.02  43.30  2.06  5.69  ★★★★★  UK Smaller Companies  40.13  Julian E C Fosh  1722.11  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1007  
 ↓  8  Janus Henderson UK Pty PAIF I Acc  4  4.14  6.42  24.59  2.98  -2.12  5.58  2.53  0.60    UK Direct Property  -3.66  Marcus Langlands-Pearse  217.21    0.84  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000U60A  1008  
 ↓  9  Fidelity Mlt Asst Allctr Defesv W Acc  4  4.57  17.44  17.16  7.84  4.30  4.41  2.49  1.40  ★★★★  Mixed Investment 0-35% Shs  11.51  Chris Forgan  120.57  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1009  
 ↓  10  MFS Meridian European Smlr Coms WH1 USD  4  4.76  36.19  68.72  9.64  1.25  22.68  1.76  4.41    European Smaller Companies  35.87  Peter F. Fruzzetti  491.93  6  1.25  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000V2ZY  1010  
 ↓  11  Wellington Pan Eurp Sm Cp Eq N GBP AccUh  4.5  4.73  48.64    -0.44  13.17  31.92  1.83  5.17  ★★★★  European Smaller Companies  35.87  Anna Lunden  99.50  6  1.00  2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000011N2M  1011  
 ↓  12  ASI European Smaller Companies I Acc  4.5  4.30  57.35  133.34  0.80  14.63  36.18  1.89  5.51  ★★★★  European Smaller Companies  35.87  Andrew Paisley  86.02  6    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1012  
 ↓  13  Royal London Sustainable Leaders C Acc  4.5  4.08  40.97  75.86  7.77  7.93  21.20  1.91  3.87  ★★★★★  UK All Companies  12.49  Mike Fox  3098.85  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1013  
 ↓  14  L&G UK Property Feeder I Acc  4.5  3.14  10.68  32.60  2.17  -1.47  9.94  3.31  0.64    UK Direct Property  -3.66  Michael Barrie  2277.05  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1014  
 ↓  15  L&G UK Property I Acc  4.5  3.03  10.68  32.60  2.17  -1.47  9.94  3.31  0.64    UK Direct Property  -3.66  Michael Barrie  2277.05  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1015  
 →  16  L&G Global Inflation Linked Bd Idx I Acc  4.5  4.49  17.58  16.38  5.87  4.96  5.82  2.82  1.17  ★★★  LC00002862  10.90  Not Disclosed  1483.26      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q1DK  1016  
 ↓  17  Royal London UK Government Bond M Acc  4.5  4.81  12.26  8.41  8.54  5.92  -2.35  1.64  1.99  ★★★  UK Gilts  13.31  Craig Inches  869.10      2010  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PW28  1017  
 ↓  18  Janus Henderson UK Pty PAIF Feeder I Acc  5  3.86  6.41  24.53  3.01  -2.16  5.59  2.52  0.60    UK Direct Property  -3.66  Marcus Langlands-Pearse  903.93      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X47H  1018  
 ↓  19  ASI UK Income Equity I Acc  5  4.00  23.98  37.16  2.30  -0.54  21.84  1.45  4.39  ★★★★  UK Equity Income  4.70  Charles Luke  183.27  2  1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1019  
 →  20  T. Rowe Price US Smlr Cm Eq Qn GBP  5  4.62  62.58    7.43  12.70  34.28  2.05  6.05    North American Smaller Comp  43.50  Curt J Organt  2502.06  5  1.07  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YO0E  1020  
 ↑  21  Vanguard LifeStrategy 20% Eq A Grs Acc  5  4.57  18.18  22.02  8.20  3.88  5.15  2.44  1.44  ★★★★★  Mixed Investment 0-35% Shs  11.51  Not Disclosed  2342.61  2  0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1021  
 ↑  22  ASC Phoenix B Income  6  4.76  21.78  33.99  4.83  5.39  10.23  2.09  1.93  ★★★★★  Mixed Investment 20-60% Shs  14.73  Ben Ward  175.84  2  0.89  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=FOGBR05KPA  1022  
 ↑  23  JOHCM Asia ex-Japan A GBP Inc  6  4.54  48.79  57.87  -0.38  17.07  27.58  2.11  4.05  ★★★★  Asia Pacific Excluding Japan  26.45  Samir Mehta  85.65  3  1.19  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N2H6  1023  
 ↑  24  FSSA Greater China Growth B GBP Acc  6  4.59  49.30  107.25  4.81  20.36  18.36  1.85  4.50  ★★★★  China/Greater China  30.40  Martin Lau  701.93  2  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1024  
 ↑  25  Schroder ISF Greater China C Acc USD  6  4.38  52.58  115.55  -0.45  33.83  14.52  1.94  4.84  ★★★★★  China/Greater China  30.40  Louisa Lo  3055.08  3  1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1025  
 NEW  26  JPM Global Corp Bd C (dist) GBP H  6  4.81  17.73  16.79  8.55  5.91  2.41  2.33  1.74  ★★★  LC00002865  14.58  Lisa Coleman  4192.14    0.55  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000O8BE  1026  
 ↑  27  Muzinich EM Mkt Corp Dbt HGBP Inc Fndr  6.5  4.51  21.05    9.80  3.37  6.65  1.93  2.95    LC00002856  9.71  Warren Hyland  348.51    0.59  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZBVG  1027  
 ↓  28  ASSII-Eu SmlComp D Acc EUR  6.5  4.41  60.26  113.46  -4.40  18.83  41.08  1.94  5.76  ★★★★★  European Smaller Companies  35.87  Andrew Paisley  1590.52  6  0.97  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000LQ4  1028  
 ↓  29  Morgan Stanley Glb Brands Eq Inc I Inc  6.5  4.70  37.27    17.19  4.80  11.77  1.99  3.51  ★★★★  Global Equity Income  25.88  William D. Lock  53.03  2    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1029  
 ↓  30  TB Guinness Global Equity Inc Y GBP Inc  6.5  4.46  38.02  64.44  11.20  2.74  20.80  1.95  3.32  ★★★★★  Global Equity Income  25.88  Matthew Page  4.01  1    2020  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000015W0S  1030  
 ↑  31  Threadneedle Pan Eurp Focus Z Acc GBP  7  4.38  56.93  87.16  17.42  12.99  18.29  2.14  3.94  ★★★★  Europe Including UK  24.82  Frederic Jeanmaire  86.30  3  0.92  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OXIF  1031  
 ↓  32  Liontrust UK Micro Cap I Acc  7  3.78  76.15  171.64  -0.64  12.46  57.63  2.21  6.15  ★★★★★  UK Smaller Companies  40.13  Julian E C Fosh  182.13  9    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1032  
 ↑  33  Threadneedle European Sel Ins Acc USD H  7.5  3.92  51.91  87.43  12.52  7.77  25.26  2.12  4.01    Europe Excluding UK  27.46  Benjamin Moore  1961.19  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VCYD  1033  
 ↑  34  ASI Europe ex UK Smaller Comp P1 Acc  8  4.84  50.58  93.96  -5.02  14.77  38.14  1.77  5.73  ★★★★  European Smaller Companies  35.87  Andrew Paisley  55.02  6    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WCNF  1034  
 ↑  35  FTF ClearBridge Global Infras IncXGBPH  8  4.54  43.64    14.67  9.03  14.89  2.30  3.76    Global Equity Income  25.88  Charles Hamieh  880.71  1    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XJJM  1035  
 ↑  36  LF Gresham House UK Mlt Cap Inc C Acc  8  3.95  39.26    -1.93  7.18  32.48  1.76  4.92  ★★★★★  UK Equity Income  4.70  Ken Wotton  118.84  8    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Z569  1036  
 ↑  37  PIMCO GIS US Hi Yld Bd Instl USD Acc  8  4.89  10.67  25.46  12.02  -4.05  2.96  1.58  2.45  ★★★★  LC00002869  11.13  Andrew Jessop  3003.39  7  0.55  1998  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR050MJ  1037  
 ↑  38  Eaton Vance Intl(IRL)EmMktsDbtOpps SAcc$  8.5  4.24  17.87  28.11  15.73  -2.18  4.12  1.64  3.21  ★★★★★  Global Emerging Markets Bond  7.45  Michael A. Cirami  143.99    0.48  2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000014BZO  1038  
 ↑  39  iShares UK Gilts All Stks Idx (UK) D Acc  8.5  4.97  11.88  8.09  8.79  5.24  -2.28  1.60  2.04  ★★★  UK Gilts  13.31  David Curtin  5691.22    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1039  
 ↑  40  AXAWF Global Infl Bds F Cap GBP H  9  4.76  18.22  17.36  7.48  4.38  5.38  2.14  1.58  ★★★  LC00002862  10.90  Jonathan Baltora  2114.47    0.60  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000U3A1  1040  
 ↑  41  ARC TIME Commercial Long Inc A Gross Acc  9  3.32  3.50  14.01  4.53  -0.07  -0.91  1.52  0.80    UK Direct Property  -3.66  Nigel Ashfield  408.79      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1041  
 ↑  42  VT Gravis Clean Energy Income C GBP Acc  9  4.03  68.31    22.27  18.95  15.72  3.26  3.63  ★★★  Global  41.77  Not Disclosed  355.12  5    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZRV0  1042  
 ↑  43  FSSA All China B USD Acc  9.5  4.32  55.70    11.48  40.21  -0.39  1.87  5.09  ★★★★  China/Greater China  30.40  Winston Ke  44.80  2    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YB5L  1043  
 ↑  44  Matthews Asia Ex Japan Div I GBP Acc  9.5  4.24  59.52  112.29  4.16  21.46  26.09  2.34  4.20  ★★★★★  Asia Pacific Excluding Japan  26.45  Robert J. Horrocks  269.66  2  0.99  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WMSJ  1044  
 NEW  45  FSSA Asia Focus B GBP Acc  9.5  4.95  33.72  72.95  4.86  5.88  20.44  1.81  3.77  ★★★★★  Asia Pacific Excluding Japan  26.45  Martin Lau  1176.45  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1045  
 ↑  46  Threadneedle AmerSmlrComs(US) Z Acc GBP  9.5  4.89  57.85  112.06  4.88  1.29  48.60  1.92  6.39  ★★★★  North American Smaller Comp  43.50  Nicolas Janvier  524.91  8  0.88  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OU8O  1046  
 ↑  47  Ninety One American Franchise I Acc  9.5  4.43  69.37  156.30  17.78  9.74  31.04  2.60  4.21  ★★★★  North America  53.81  Paul Vincent  556.43  3  0.85  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000INI  1047  
 ↑  48  Fidelity Mlt Asst Allctr Strat W Acc  9.5  4.70  21.79  27.64  7.40  3.87  9.17  2.15  2.03  ★★★  Mixed Investment 20-60% Shs  14.73  Chris Forgan  305.38  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3E  1048  
 ↑  49  Baillie Gifford Global Inc Growth B Inc  10  4.14  47.49  82.73  8.50  11.31  22.12  2.05  3.78  ★★★★★  Global Equity Income  25.88  James Dow  795.52  2  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1049  
 NEW  50  T. Rowe Price Cont Eurp Eq Qh USD  10  4.11  45.26  88.00  13.52  1.94  25.51  2.02  4.03    Europe Excluding UK  27.46  Tobias Mueller  96.68  3  0.82  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VTTH  1050