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  MGTS St Johns High Income Property Acc  1  4.62  9.38  19.05  4.08  3.34  1.69  10.96  0.24    UK Direct Property  -2.80  Not Disclosed  145.11      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PU1B  1001  
 →  2  NB EM Dbt Sust Invms Grd Blnd USD I Acc  2  4.70  19.54    -2.84  16.52  5.59  1.76  2.67  ★★★★★  Global Emerging Markets Bond  5.70  Rob Drijkoningen  5.20    1.99  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZA7O  1002  
 →  3  ARC TIME Commercial Lng Inc Fdr I NetAcc  2.5  4.32  6.93  16.21  4.16  3.71  -1.01  3.29  0.34    UK Direct Property  -2.80  Nigel Ashfield  181.77      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GIC  1003  
 →  4  ARC TIME Commercial Long Inc A Gross Acc  2.5  3.35  9.19  20.54  5.00  4.42  -0.41  4.29  0.34    UK Direct Property  -2.80  Nigel Ashfield  448.82      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1004  
 →  5  FP Octopus UK Micro Cap Growth P Acc  3  3.89  40.39  104.24  8.80  0.89  27.90  1.69  5.38  ★★★★★  UK Smaller Companies  1.67  Richard Power  58.57  9    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1005  
 →  6  Trojan Income O Acc  3.5  4.89  4.59  24.48  -0.18  11.11  -5.70  0.93  3.51  ★★★★★  UK Equity Income  -19.08  Francis Brooke    2  1.05  2004  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06OGU  1006  
 →  7  Liontrust UK Smaller Companies I Inc  4  4.27  29.22  88.45  4.74  6.38  15.98  1.52  5.37  ★★★★★  UK Smaller Companies  1.67  Julian E C Fosh  1191.23  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1007  
 →  8  MFS Meridian European Smlr Coms IH1 USD  4  4.08  28.21  72.20  2.56  23.27  1.40  1.38  4.45    European Smaller Companies  3.85  Peter F. Fruzzetti  422.32  6  1.03  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1008  
 →  9  Threadneedle Eurp Smlr Coms Z Acc GBP  4.5  4.22  30.23  107.35  -2.70  13.64  17.79  1.42  4.86  ★★★★★  European Smaller Companies  3.85  Philip Dicken  407.54  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1009  
 →  10  Vanguard LifeStrategy 20% Eq A Grs Acc  4.5  3.95  15.38  32.88  -0.72  9.78  5.87  2.30  1.32  ★★★★★  Mixed Investment 0-35% Shs  5.38  Not Disclosed  2048.23  2  0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1010  
 →  11  DMS Stirling House Balanced Acc  4.5  4.59  15.45  38.11  -1.13  8.69  7.43  1.74  1.81  ★★★★★  Mixed Investment 20-60% Shs  2.79  Not Disclosed  33.23  3    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PR3D  1011  
 →  12  Sarasin Globalsar Strategic P Acc  4.5  4.38  17.07  40.98  -0.99  8.91  8.56  1.82  1.82  ★★★★★  Mixed Investment 20-60% Shs  2.79  Phil Collins    3    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUZR  1012  
 →  13  Vanguard LifeStrategy 40% Equity A Acc  4.5  4.35  16.70  42.88  -0.61  10.64  6.12  1.76  1.82  ★★★★★  Mixed Investment 20-60% Shs  2.79  Not Disclosed  6553.01  2  0.30  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUM  1013  
 →  14  L&G UK Property I Acc  4.5  3.24  8.86  20.34  7.95  2.32  -1.45  2.87  0.61    UK Direct Property  -2.80  Michael Barrie  2865.66  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1014  
 →  15  Royal London Sustainable Leaders C Acc  4.5  3.22  32.36  70.38  1.65  20.60  7.98  1.51  3.78  ★★★★★  UK All Companies  -12.09  Mike Fox  2362.40  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1015  
 ↑  16  Fidelity Global Dividend W Inc  5  4.54  27.94  77.12  3.38  16.85  5.91  1.50  2.90  ★★★★★  Global Equity Income  4.42  Daniel Roberts  1974.68  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPXA  1016  
 ↑  17  Vanguard Target Retirement 2015 Acc  5.5  4.73  14.43    -0.47  9.39  5.10  1.66  1.66  ★★★★★  Mixed Investment 20-60% Shs  2.79  Not Disclosed  5.90  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G7  1017  
 ↑  18  ASI UK Income Equity I Acc  5.5  4.08  9.23  36.10  -2.15  14.17  -2.22  1.01  4.12  ★★★★★  UK Equity Income  -19.08  Charles Luke  148.52  2  1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1018  
 ↑  19  L&G UK Property Feeder I Acc  5.5  3.32  8.86  20.32  7.95  2.32  -1.45  2.87  0.61    UK Direct Property  -2.80  Michael Barrie  2865.66  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1019  
 ↑  20  LF Gresham House UK Micro Cap C Acc  5.5  4.76  21.70  67.24  9.67  0.63  10.27  1.34  5.28  ★★★★★  UK Smaller Companies  1.67  Ken Wotton  253.13  9    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1020  
 ↑  21  AB American Gr Ptf I Acc  6  3.32  76.88  175.20  11.19  21.41  31.03  2.84  4.04  ★★★★  North America  33.97  Frank V. Caruso  4811.52  3  0.96  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1021  
 ↑  22  Fidelity Mlt Asst Allctr Defesv W Acc  6  4.38  13.67  25.95  -2.40  9.83  6.04  1.97  1.37  ★★★★  Mixed Investment 0-35% Shs  5.38  Nick Peters  96.21  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1022  
 ↑  23  FSSA Greater China Growth B GBP Acc  6  4.51  39.78  138.34  -8.98  20.71  27.23  1.81  4.37  ★★★★★  China/Greater China  34.77  Martin Lau  657.01  2  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1023  
 ↑  24  FSSA Asia Focus B EUR Acc  6.5  4.38  29.26  112.38  -4.53  17.83  14.90  1.72  3.69    Asia Pacific Excluding Japan  14.70  Martin Lau  1027.50  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1024  
 ↑  25  ASI European Smaller Companies I Acc  6.5  3.54  42.01  110.60  3.83  17.43  16.48  1.55  5.19  ★★★★  European Smaller Companies  3.85  Andrew Paisley  65.06  6    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1025  
 ↑  26  Liontrust UK Micro Cap I Acc  6.5  3.81  33.85    12.11  7.97  10.58  1.61  5.64  ★★★★★  UK Smaller Companies  1.67  Julian E C Fosh  89.83  9    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1026  
 ↑  27  Matthews Asia Ex Japan Div I GBP Acc  7  3.92  43.65    -7.21  13.01  36.99  2.12  3.93  ★★★★★  Asia Pacific Excluding Japan  14.70  Robert J. Horrocks  192.85  3  1.50  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WMSJ  1027  
 ↑  28  Royal London Cautious Managed A Acc  7  4.89  9.26  24.37  0.27  6.22  2.59  1.59  1.24  ★★★★  Mixed Investment 0-35% Shs  5.38  Trevor Greetham  257.02  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1028  
 ↑  29  ASI UK Smaller Companies P1 Acc  7.5  3.68  34.76  86.91  1.07  16.87  14.09  1.55  5.65  ★★★★★  UK Smaller Companies  1.67  Harry Nimmo  1504.58  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPTZ  1029  
 ↑  30  Santander Sterling Government Bond IA  8  4.73  15.54  27.39  0.12  9.54  5.35  2.06  1.75  ★★★  UK Gilts  17.69  Robert McElvanney  333.54      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIJ9  1030  
 ↑  31  Morgan Stanley Glb Brands Eq Inc I Inc  8  4.24  37.33    7.15  14.14  12.29  1.75  3.55  ★★★  Global Equity Income  4.42  William D. Lock  57.24  2    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1031  
 ↑  32  SLI European Smaller Coms D Acc EUR  8  4.05  39.20  103.69  0.01  13.59  22.53  1.45  5.23  ★★★★★  European Smaller Companies  3.85  Andrew Paisley  954.09  6  0.97  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000LQ4  1032  
 ↑  33  MFS Meridian European Value W1 GBP  8.5  4.24  28.20  86.66  -0.87  17.29  10.26  1.45  3.52  ★★★★★  Europe Including UK  -0.82  Florence Taj  3700.33  3  1.16  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9U  1033  
 ↑  34  AS SICAV I All China Equity X Acc GBP  8.5  4.81  41.67  122.96  -8.30  17.06  31.98  1.83  4.59  ★★★★  China/Greater China  34.77  Not Disclosed  522.92  3  1.23  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PANO  1034  
 ↑  35  ASC Phoenix B Income  8.5  4.46  16.55  35.20  0.28  8.90  6.73  1.69  1.85  ★★★★★  Mixed Investment 20-60% Shs  2.79  Ben Ward  157.03  3  0.89  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=FOGBR05KPA  1035  
 ↑  36  HL Select UK Income Shares A Acc  8.5  4.76  3.65    -0.38  9.12  -4.65  0.86  3.70  ★★★★  UK Equity Income  -19.08    147.25  5    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YEFI  1036  
 ↑  37  Capital Group EM Lcl Ccy Dbt(LUX) Z  9  4.51  8.74  48.86  -5.09  13.76  0.71  1.21  3.18  ★★★★  LC00002857  1.20  Robert H. Neithart  623.01    0.90  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q1VK  1037  
 ↑  38  FSSA Asia Focus B GBP Acc  9  4.49  29.17  111.37  -4.18  17.48  14.74  1.67  3.63  ★★★★★  Asia Pacific Excluding Japan  14.70  Martin Lau  1027.50  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1038  
 ↑  39  Schroder ISF Greater China C Acc USD  9.5  4.73  49.09  169.17  -9.10  15.85  41.57  1.98  4.64  ★★★★  China/Greater China  34.77  Louisa Lo  2108.64  3  1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1039  
 ↑  40  VT AJ Bell Cautious I Acc  9.5  4.30  12.05    0.55  7.25  3.91  1.64  1.43  ★★★★  Mixed Investment 0-35% Shs  5.38    32.21  2    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YOW1  1040  
 ↑  41  Baillie Gifford Global Inc Growth B Inc  10  3.70  32.65  95.12  0.10  15.93  14.30  1.60  3.56  ★★★★★  Global Equity Income  4.42  James Dow  647.08  2  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1041  
 ↑  42  BlackRock UK Income D Acc  10  4.38  3.98  25.02  -1.68  8.72  -2.73  0.87  4.11  ★★★★  UK Equity Income  -19.08  Adam Avigdori  303.86  1  0.92  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MJPT  1042  
 ↑  43  VT Castlebay UK Equity A Accumulation  10.5  3.86  23.49  57.82  4.72  11.93  5.36  1.27  3.89  ★★★★★  UK All Companies  -12.09      6    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1043  
 NEW  44  Eaton Vance Intl(IRL)EmMktsDbtOpps SAcc$  10.5  4.14  16.70  63.81  -2.07  15.12  3.51  1.60  3.27  ★★★★★  Global Emerging Markets Bond  5.70    19.73      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000014BZO  1044  
 NEW  45  T. Rowe Price Em Lcl Mkts Bd Q EUR  10.5  4.51  7.59  49.87  -6.20  14.04  0.57  1.18  3.11  ★★★★  LC00002857  1.20  Andrew J. Keirle  82.63    0.82  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UOS5  1045  
 NEW  46  Legg Mason IF CB Glb Infras Inc X Inc  10.5  4.49  34.33    0.10  20.46  11.40  1.65  3.64  ★★★★★  Global Equity Income  4.42  Charles Hamieh  731.82  4    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XGBK  1046  
 NEW  47  GS Global Fixed Inc (Hdg) R Inc GBP Hdg  10.5  4.78  17.21  22.50  -1.13  9.07  8.69  3.42  1.03  ★★★★  Global Bonds  10.37  Hugh Briscoe  918.74    0.55  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PBHS  1047  
 NEW  48  Janus Henderson Hrzn GlblPtyEqsH2USD  10.5  3.86  24.82  71.96  4.20  21.77  -1.62  1.47  4.27  ★★★★★  Property Other  2.36  Guy Barnard  784.90  5  1.10  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PLLB  1048  
 NEW  49  Neuberger Berman Glb RE Secs USD I Acc  10.5  4.81  13.94  57.07  -0.09  18.33  -3.62  1.29  3.85  ★★★★★  Property Other  2.36  Steve S. Shigekawa  4.97  5  2.85  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VELF  1049  
 NEW  50  FSSA All China B USD Acc  11  3.38  72.81    -10.22  33.43  44.26  2.28  4.82  ★★★★★  China/Greater China  34.77  Winston Ke  27.39  3    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YB5L  1050