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  2  4.32  8.77  18.71  3.11  3.21  2.21  10.15  0.21    UK Direct Property  -3.25  Not Disclosed  146.20      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PU1B  1001  
 ↑  2  Royal London Sustainable Leaders C Acc  3  3.76  31.28  75.59  -0.94  28.89  2.82  1.76  3.94  ★★★★★  UK All Companies  3.20  Mike Fox  2401.92  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1002  
 ↑  3  Fidelity Global Dividend W Inc  3  4.54  33.64  81.36  2.48  22.07  6.83  1.87  3.29  ★★★★★  Global Equity Income  16.46  Daniel Roberts  2114.29  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPXA  1003  
 ↑  4  Wellington Pan Eurp Sm Cp Eq N GBP AccUh  3.5  4.03  36.09    -7.99  26.93  16.53  1.68  5.09  ★★★★  European Smaller Companies  22.78  Anna Lunden  54.17  6  1.00  2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000011N2M  1004  
 ↑  5  FP Octopus UK Micro Cap Growth P Acc  3.5  3.86  62.56  152.28  -2.81  21.35  37.83  2.02  5.67  ★★★★★  UK Smaller Companies  19.22  Richard Power  122.14  9    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1005  
 ↑  6  ARC TIME Commercial Lng Inc Fdr I NetAcc  3.5  4.08  6.66  16.20  4.24  3.65  -1.27  3.21  0.34    UK Direct Property  -3.25  Nigel Ashfield  182.54      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GIC  1006  
 ↑  7  ARC TIME Commercial Long Inc A Gross Acc  3.5  3.05  8.88  20.61  5.04  4.34  -0.66  4.20  0.34    UK Direct Property  -3.25  Nigel Ashfield  450.27      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1007  
 ↑  8  Liontrust UK Smaller Companies I Inc  4  4.43  38.38  108.30  -5.85  29.72  13.30  1.78  5.61  ★★★★★  UK Smaller Companies  19.22  Julian E C Fosh  1342.44  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1008  
 ↑  9  MFS Meridian European Smlr Coms IH1 USD  4  4.38  31.09  76.45  5.20  27.66  -2.39  1.60  4.50    European Smaller Companies  22.78  Peter F. Fruzzetti  465.33  6  1.03  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1009  
 ↑  10  ASI European Smaller Companies I Acc  4  3.49  40.23  127.00  -4.11  28.45  13.86  1.79  5.37  ★★★★  European Smaller Companies  22.78  Andrew Paisley  75.84  6    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1010  
 ↑  11  Vanguard LifeStrategy 20% Eq A Grs Acc  4.5  4.35  16.45  34.49  -0.03  10.25  5.65  2.55  1.37  ★★★★★  Mixed Investment 0-35% Shs  9.49  Not Disclosed  2194.51  2  0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1011  
 ↑  12  Sarasin Globalsar Strategic P Acc  4.5  4.62  18.25  48.89  -3.52  13.14  8.33  2.09  1.91  ★★★★★  Mixed Investment 20-60% Shs  9.87  Phil Collins  192.67  3    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUZR  1012  
 ↑  13  Vanguard Target Retirement 2015 Acc  4.5  4.97  15.43  45.54  -1.12  11.18  5.00  1.91  1.75  ★★★  Mixed Investment 20-60% Shs  9.87  Not Disclosed  6.06  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G7  1013  
 ↑  14  AB American Gr Ptf I Acc  5  4.03  73.43  176.10  9.22  29.75  22.38  3.05  4.08  ★★★★  North America  47.28  Frank V. Caruso  4802.45  3  0.96  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1014  
 ↑  15  DMS Stirling House Balanced Acc  5  4.70  16.71  43.64  -3.67  12.88  7.34  1.97  1.89  ★★★★★  Mixed Investment 20-60% Shs  9.87  Not Disclosed  34.87  3    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PR3D  1015  
 ↑  16  Threadneedle Eurp Smlr Coms Z Acc GBP  5  4.38  32.20  116.16  -11.28  23.31  20.84  1.64  5.10  ★★★★★  European Smaller Companies  22.78  Mine Tezgul  430.49  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1016  
 ↑  17  SLI European Smaller Coms D Acc EUR  5.5  4.19  34.55  104.40  -11.31  27.14  19.32  1.70  5.54  ★★★★  European Smaller Companies  22.78  Andrew Paisley  1086.92  6  0.97  2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000000LQ4  1017  
 ↑  18  Fidelity Mlt Asst Allctr Defesv W Acc  5.5  4.62  14.82  27.86  -1.59  10.28  5.80  2.15  1.41  ★★★★  Mixed Investment 0-35% Shs  9.49  Chris Forgan  101.49  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1018  
 ↑  19  Morgan Stanley Glb Brands Eq Inc I Inc  5.5  4.59  34.24    4.14  25.55  2.68  1.82  3.57  ★★★  Global Equity Income  16.46  William D. Lock  49.27  2    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1019  
 ↑  20  ASI UK Income Equity I Acc  5.5  4.11  9.91  48.30  -7.71  25.36  -5.01  1.25  4.49  ★★★★★  UK Equity Income  -5.08  Charles Luke  172.23  2  1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1020  
 ↑  21  L&G UK Property Feeder I Acc  5.5  3.16  7.24  18.97  5.13  3.13  -1.09  2.56  0.55    UK Direct Property  -3.25  Michael Barrie  2865.66  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1021  
 ↑  22  L&G UK Property I Acc  5.5  3.22  7.27  19.00  5.14  3.14  -1.08  2.57  0.55    UK Direct Property  -3.25  Michael Barrie  2865.66  6    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1022  
 ↑  23  TB Guinness Global Equity Inc Y GBP Inc  6  4.32  29.83  91.99  0.82  23.92  3.92  1.77  3.34  ★★★★★  Global Equity Income  16.46  Matthew Page        2020  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000015W0S  1023  
 ↑  24  Vanguard LifeStrategy 40% Equity A Acc  6  4.54  18.32  47.33  -1.07  12.56  6.26  2.03  1.93  ★★★★★  Mixed Investment 20-60% Shs  9.87  Not Disclosed  7078.09  2  0.30  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUM  1024  
 ↑  25  FSSA Greater China Growth B GBP Acc  6  4.59  54.18  177.04  -7.77  27.85  30.76  1.95  4.40  ★★★★★  China/Greater China  39.15  Martin Lau  702.49  2  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1025  
 ↓  26  FSSA Asia Focus B EUR Acc  6  4.57  38.16  129.04  -1.30  18.73  17.90  1.93  3.82    Asia Pacific Excluding Japan  25.13  Martin Lau  1133.19  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1026  
 ↑  27  ASC Phoenix B Income  6.5  4.57  18.64  39.51  -1.10  13.50  5.70  1.91  1.91  ★★★★★  Mixed Investment 20-60% Shs  9.87  Ben Ward  166.45  3  0.89  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=FOGBR05KPA  1027  
 ↑  28  ASI UK Smaller Companies P1 Acc  6.5  4.03  31.96  90.78  -6.12  38.36  1.59  1.64  5.69  ★★★★  UK Smaller Companies  19.22  Harry Nimmo  1485.73  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPTZ  1028  
 ↑  29  LF Gresham House UK Mlt Cap Inc C Acc  6.5  4.05  18.24    -1.93  27.75  -5.62  1.47  4.86  ★★★★★  UK Equity Income  -5.08  Ken Wotton  76.05  8    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Z569  1029  
 ↑  30  FSSA Asia Focus B GBP Acc  7  4.51  37.80  130.32  -1.79  19.32  17.59  1.91  3.78  ★★★★★  Asia Pacific Excluding Japan  25.13  Martin Lau  1133.19  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1030  
 ↑  31  Schroder ISF Greater China C Acc USD  7.5  4.49  64.82  217.97  -7.71  26.72  40.93  2.11  4.65  ★★★★★  China/Greater China  39.15  Louisa Lo  2662.29  3  1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1031  
 ↑  32  MFS Meridian European Value W1 GBP  7.5  4.57  27.66  90.48  -3.19  23.22  7.02  1.70  3.83  ★★★★★  Europe Including UK  14.66  Florence Taj  4098.99  3  1.16  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9U  1032  
 ↑  33  Liontrust UK Micro Cap I Acc  7.5  4.00  48.58    3.17  29.59  11.14  1.90  6.00  ★★★★★  UK Smaller Companies  19.22  Julian E C Fosh  104.21  9    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1033  
 ↑  34  Santander Sterling Government Bond IA  8  4.41  15.89  25.22  1.55  8.99  4.71  1.96  1.75  ★★★  UK Gilts  16.16  Robert McElvanney  331.73      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIJ9  1034  
 ↑  35  Threadneedle Pan Eurp Focus Z Acc GBP  8  4.30  42.28  79.76  -6.18  35.81  11.67  1.97  4.00  ★★★★  Europe Including UK  14.66  Frederic Jeanmaire  57.36  3  0.92  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OXIF  1035  
 ↑  36  Legg Mason IF CB Glb Infras Inc X Inc  8  4.30  40.65    4.86  24.50  7.74  1.92  3.78  ★★★★★  Global Equity Income  16.46  Charles Hamieh  785.90  4    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XGBK  1036  
 ↑  37  FSSA All China B USD Acc  8.5  3.81  81.71    -8.74  41.97  40.25  2.44  4.68  ★★★★★  China/Greater China  39.15  Winston Ke  45.22  3    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YB5L  1037  
 ↑  38  Capital Group EM Lcl Ccy Dbt(LUX) Z  8.5  4.59  9.15  48.81  1.29  9.17  -1.30  1.31  3.20  ★★★★  LC00002857  5.03  Robert H. Neithart  657.14    0.90  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q1VK  1038  
 ↑  39  Matthews Asia Ex Japan Div I GBP Acc  9  4.11  58.93  192.33  -8.56  18.92  46.17  2.34  4.09  ★★★★★  Asia Pacific Excluding Japan  25.13  Robert J. Horrocks  192.85  3  1.25  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WMSJ  1039  
 ↑  40  Baillie Gifford Global Inc Growth B Inc  9  3.95  36.56  112.19  -3.50  24.81  13.38  1.81  3.75  ★★★★★  Global Equity Income  16.46  James Dow  684.63  2  0.70  1984  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04RMM  1040  
 NEW  41  GS EM Corp Bd Oth Ccy Inc GBP Hdg  9.5  4.97  11.93  30.15  -3.41  11.16  4.24  1.56  3.03    LC00002856  9.99  Angus Bell  2869.62  7  1.43  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MGMG  1041  
 ↑  42  Eaton Vance Intl(IRL)EmMktsDbtOpps SAcc$  9.5  4.38  21.02  63.09  3.58  14.79  1.78  1.66  3.25  ★★★★★  Global Emerging Markets Bond  9.03    39.44      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000014BZO  1042  
 ↑  43  LF Gresham House UK Micro Cap C Acc  9.5  4.68  29.54  81.32  -1.10  20.84  8.39  1.61  5.74  ★★★★★  UK Smaller Companies  19.22  Ken Wotton  267.65  9    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1043  
 →  44  AXA Framlington UK Equity Income Z Acc  9.5  4.86  4.90  35.29  -11.23  22.86  -3.82  1.15  4.73  ★★★★  UK Equity Income  -5.08  Simon Young  67.05  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P77M  1044  
 ↑  45  Eaton Vance Intl(IRL) EMLclInc I Acc $  10  4.08  17.38  65.86  -0.68  19.00  -0.68  1.54  3.47  ★★★★★  LC00002857  5.03  John R. Baur  316.50      2018  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0000102S6  1045  
 ↑  46  T. Rowe Price Em Lcl Mkts Bd Q EUR  10.5  4.43  6.47  51.28  -1.17  8.77  -0.96  1.25  3.15  ★★★★  LC00002857  5.03  Andrew J. Keirle  99.22    0.82  2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000UOS5  1046  
 NEW  47  Janus Henderson Hrzn GlblPtyEqsH2USD  10.5  3.92  26.64  63.27  9.60  22.98  -6.05  1.55  4.37  ★★★★★  Property Other  8.07  Guy Barnard  763.02  5  1.10  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PLLB  1047  
 ↑  48  Threadneedle European Sel Ins Acc USD H  10.5  4.11  39.98  84.22  -1.37  35.81  4.50  1.82  3.98    Europe Excluding UK  17.96  Dave Dudding  1775.95  3    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VCYD  1048  
 NEW  49  MFS Meridian European Value AH1 CHF  11  4.73  35.21  80.33  0.65  26.64  6.08  1.79  4.05    Europe Including UK  14.66  Florence Taj  4098.99  3  1.20  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PMQN  1049  
 NEW  50  AS SICAV I All China Equity X Acc GBP  11  4.54  52.97  147.27  -6.48  22.14  33.91  1.91  4.67  ★★★★  China/Greater China  39.15  Not Disclosed  563.90  3  1.23  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PANO  1050