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  First State Greater China Gr B Acc GBP  1.5  4.81  34.86  94.52  19.36  -8.83  23.93  1.91  3.93  ★★★★★  China/Greater China  31.94  Martin Lau  497.24    1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1001  
 →  2  MFS Meridian European Smlr Coms IH1 USD  1.5  4.68  31.35    8.23  1.55  19.52  2.16  3.17    European Smaller Companies  24.30  Peter F. Fruzzetti  721.77    0.99  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1002  
 →  3  MFS Meridian European Core Eq WH1 GBP  3  4.27  40.56  69.05  20.38  0.49  16.20  2.39  2.73    Europe Including UK  26.76  Roger M. Morley  108.29    1.01  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000M0UI  1003  
 →  4  LF Gresham House UK Micro Cap C Acc  3  4.51  41.57  80.72  29.01  11.38  -1.48  2.68  2.56  ★★★★★  UK Smaller Companies  29.23  Ken Wotton  175.59      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1004  
 ↑  5  AS SICAV I Chinese Eq X Acc GBP  4  4.68  26.21  62.08  13.76  -8.28  20.96  1.78  4.13  ★★★★  China/Greater China  31.94  Not Disclosed  435.05    1.24  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PANO  1005  
 ↑  6  MI Hawksmoor Vanbrugh C Acc  4  4.73  12.60  36.34  9.63  -0.67  3.40  2.59  1.07  ★★★★★  Mixed Investment 20-60% Shs  13.88  Daniel Lockyer  178.34      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TF4O  1006  
 ↓  7  VT Seneca Diversified Growth B Acc  4  4.14  26.82  55.62  15.26  -1.26  11.43  3.06  1.66  ★★★★  Mixed Investment 40-85% Shs  20.31  Mark Wright  170.39      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000NZ5V  1007  
 ↑  8  Baillie Gifford High Yield Bond B Inc  4.5  4.11  18.68  27.29  9.96  0.88  6.99  3.90  0.88  ★★★★★   High Yield  15.59  Robert Baltzer  723.74    0.38  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR058EN  1008  
 ↑  9  BMO Responsible UK Income 2 Inc  4.5  4.78  18.47  48.48  11.94  -3.03  9.14  1.77  2.40  ★★★★★  UK Equity Income  14.94  Catherine Stanley  341.58    0.85  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR053M9  1009  
 ↑  10  SLI UK Real Estate Platform 1 Acc  5  4.81  12.70  15.87  6.26  6.65  -0.55  11.14  0.34    UK Direct Property  12.28  George Shaw  333.96      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WZSW  1010  
 ↑  11  Threadneedle HY Bd Z Inc GBP  5  4.84  15.67  27.05  7.57  1.22  6.23  3.26  0.87  ★★★★   High Yield  15.59  Barrie Whitman  852.45      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OU8X  1011  
 ↑  12  Barings Europe Select I GBP Inc  5  4.81  21.93  103.91  20.84  -3.57  4.64  1.83  3.31  ★★★★  European Smaller Companies  24.30  Nicholas M. Williams  1481.42    0.79  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OEPZ  1012  
 ↑  13  Quilter Investors Hi Yld Bd U2 GBP Acc  5.5  4.46  18.18  29.49  8.37  1.58  7.36  3.33  0.93  ★★★★★   High Yield  15.59  Not Disclosed  47.06      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SK13  1013  
 ↑  14  MFS Meridian European Core Eq W1 GBP  5.5  4.11  31.88    19.50  -2.10  12.73  2.29  2.80  ★★★★★  Europe Including UK  26.76  Roger M. Morley  108.29    1.01  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9T  1014  
 ↑  15  TB Evenlode Income A Inc  5.5  4.51  29.65  82.23  10.14  1.54  15.93  2.53  2.49  ★★★★★  UK All Companies  20.49  Ben Peters  3443.68      2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZDVA  1015  
 ↑  16  L&G UK Property I Acc  6  3.03  21.06  37.29  9.00  8.00  2.84  72.18  0.49    UK Direct Property  12.28  Matt Jarvis  3234.68      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1016  
 ↑  17  Schroder ISF Greater China C Acc USD  6  4.89  30.97  101.64  23.65  -7.98  15.11  1.78  4.17  ★★★★★  China/Greater China  31.94  Louisa Lo  1036.07    1.31  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1017  
 ↑  18  Schroder Institutional Pacific I Acc  6.5  4.95  26.07  63.58  13.57  -3.11  14.56  2.12  3.01  ★★★★★  Asia Pacific Excluding Japan  26.59  Belinda Sanith  398.59    0.51  1989  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06JWH  1018  
 ↑  19  MFS Meridian European Research WH1 GBP  6.5  4.86  33.92  47.98  15.13  -0.70  17.14  2.09  2.73    Europe Including UK  26.76  Gabrielle G. Gourgey  2327.29    1.02  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000M0U7  1019  
 →  20  L&G UK Property Feeder I Acc  6.5  3.11  21.06  37.26  9.00  8.00  2.84  72.19  0.49    UK Direct Property  12.28  Matt Jarvis  3234.68      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1020  
 ↑  21  M&G Charifund GBP Inc  7  4.84  19.08  48.67  11.49  -2.66  9.73  1.75  2.55  ★★★★★  UK Equity Income  14.94  Michael Stiasny  1154.19    0.47  1960  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04GHO  1021  
 ↑  22  VT Castlebay UK Equity A Accumulation  7.5  4.97  21.57    8.93  3.09  8.27  2.19  2.47  ★★★★★  UK All Companies  20.49          2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1022  
 ↑  23  MFS Meridian Continen Eurp Eq WH1 GBP  7.5  4.43  37.60  57.01  19.78  0.18  14.67  2.19  2.87    Europe Excluding UK  28.46  Matthew Barrett  19.18    1.03  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000M0TV  1023  
 ↑  24  T. Rowe Price Continental Eurp Eq Qh USD  7.5  4.16  36.14    14.08  -0.40  19.82  2.56  3.09    Europe Excluding UK  28.46  Dean Tenerelli  109.62    0.82  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VTTH  1024  
 →  25  Fidelity European W Acc  7.5  4.27  32.45  80.78  17.92  -0.51  12.90  2.38  3.05  ★★★★★  Europe Excluding UK  28.46  Sam Morse  2665.24      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1025  
 ↑  26  VT Greystone Conservative Managed R Acc  8  4.76  9.18  20.37  6.02  -0.63  3.63  2.38  0.83  ★★★  Mixed Investment 0-35% Shs  9.65  James Menzies  10.16      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PF62  1026  
 ↑  27  Royal London Cautious Managed A Acc  8.5  4.78  10.51    4.37  0.27  5.60  2.39  0.86  ★★★★  Mixed Investment 0-35% Shs  9.65  Trevor Greetham  222.51      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1027  
 ↑  28  Fidelity Asian Dividend W Acc  8.5  4.65  29.99  88.29  10.89  0.71  16.40  2.13  3.13  ★★★★★  Asia Pacific Excluding Japan  26.59  Jochen Breuer  73.81      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q0NK  1028  
 ↑  29  First State Asia Focus B Acc GBP  9  4.76  28.37    14.39  -3.26  16.01  2.11  3.11  ★★★★★  Asia Pacific Excluding Japan  26.59  Martin Lau  699.36      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1029  
 ↑  30  Sarasin Global Dividend P Acc  9  4.35  31.89  89.84  10.72  4.23  14.29  2.49  2.75  ★★★★★  Global Equity Income  29.22  Jeremy Thomas  157.87      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QP1C  1030  
 ↑  31  SKAGEN m2 A  9  4.68  34.78  78.04  16.01  -0.69  16.98  2.18  2.97  ★★★★  Property Other  24.83  Michael Gobitschek  156.53    1.50  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OS8P  1031  
 ↑  32  Liontrust Income C Acc GBP  9  4.22  23.90  57.08  13.30  0.88  8.40  2.06  2.67  ★★★★  UK Equity Income  14.94  Robin Geffen  301.95      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OWFK  1032  
 ↑  33  AXA Framlington Monthly Income Z GBP Inc  9.5  4.68  19.58  42.79  17.56  -2.39  4.21  1.68  2.56  ★★★★  UK Equity Income  14.94  George Luckraft  374.30    0.84  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P7MR  1033  
 ↑  34  Threadneedle Eurp Smlr Coms Z Acc GBP  9.5  4.38  27.10  110.72  22.41  -1.58  5.50  1.85  3.57  ★★★★★  European Smaller Companies  24.30  Philip Dicken  380.27    1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1034  
 ↑  35  iShares UK Gilts All Stks Idx (UK) D Acc  10  4.38  9.42  26.18  -0.54  -0.30  10.35  1.40  1.88  ★★★  UK Gilts  8.13  David Curtin  5281.36    0.16  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OJRW  1035  
 ↑  36  JPM Europe Small Cap A (acc) USDH  10.5  4.89  21.92    17.69  -3.30  7.13  1.79  3.50    European Smaller Companies  24.30  Francesco Conte  625.50    1.80  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WFQ9  1036  
 ↑  37  Liontrust Sust Fut Cau Mgd 2 Net Inc  10.5  3.76  26.52  56.91  12.64  0.89  11.33  2.71  1.76  ★★★★★  Mixed Investment 40-85% Shs  20.31  Peter Michaelis  147.36      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000TWZU  1037  
 ↑  38  Thesis Optima Income B Acc  10.5  4.68  10.17  20.90  4.86  -0.07  5.14  2.32  0.89  ★★★  Mixed Investment 0-35% Shs  9.65  Steven Richards  22.93      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P30V  1038  
 NEW  39  Vanguard LifeStrategy 60% Equity A Acc  11  4.92  18.81  51.61  8.38  0.36  9.23  2.38  1.74  ★★★★★  Mixed Investment 40-85% Shs  20.31  Not Disclosed  6859.85    0.31  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUO  1039  
 ↑  40  Vanguard UK Govt Bd Idx GBP Acc  11  4.62  10.53  28.88  -0.58  -0.49  11.73  1.48  1.93  ★★★★  UK Gilts  8.13  Not Disclosed  3394.68    0.12  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003VEE  1040  
 ↑  41  Invesco UK Smaller Coms Eq UK Z Acc  11  4.41  44.45  101.35  31.61  -3.14  13.31  2.43  3.25  ★★★★  UK Smaller Companies  29.23  Jonathan Brown  621.66      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P0VD  1041  
 ↑  42  Marlborough Nano Cap Growth P Acc  11.5  3.95  53.13  83.75  33.04  12.22  2.57  2.77  3.30  ★★★★  UK Smaller Companies  29.23  David Walton  193.30      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QNV1  1042  
 ↑  43  Artemis Income I Inc  11.5  4.65  21.65  48.76  13.50  -2.55  9.99  1.79  2.69  ★★★★  UK Equity Income  14.94  Adrian Frost  5055.33    0.79  2008  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003U78  1043  
 ↑  44  Sarasin Global Dividend Stg Hdg P Acc  11.5  4.84  33.83  58.24  15.18  3.72  12.02  2.18  2.66    Global Equity Income  29.22  Jeremy Thomas  111.09      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QP1U  1044  
 NEW  45  Artemis Global Emerging Mkts I Acc GBP  11.5  4.62  23.11    21.78  -6.77  8.43  1.80  3.37  ★★★★★  Global Emerging Markets  23.47  Peter Saacke  287.49    0.98  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VHE3  1045  
 NEW  46  Wellington Durb Coms N GBP Inc UnH  11.5  4.97  31.53    9.66  3.95  15.39  2.62  2.61  ★★★★★  Global  34.28  Daniel J. Pozen  368.40    1.00  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WNXR  1046  
 NEW  47  First State Asia Focus B Acc EUR  12  4.62  28.96    15.30  -3.44  15.84  2.10  3.14    Asia Pacific Excluding Japan  26.59  Martin Lau  699.36      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1047  
 NEW  48  Fidelity China Consumer W Acc  12  4.41  32.24  97.39  25.53  -12.84  20.88  1.74  4.57  ★★★★★  China/Greater China  31.94  Hyomi Jie  154.12      2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPX3  1048  
 NEW  49  Baillie Gifford Japanese Inc Gr B Inc  12  4.30  26.72    13.85  9.20  1.93  2.20  3.26  ★★★★★  Japan  26.93  Matthew Brett  683.55      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XIF5  1049  
 NEW  50  Jupiter Merlin Conservative I Acc  12  3.65  14.40  30.67  5.47  -0.24  8.72  2.66  1.03  ★★★★  Mixed Investment 0-35% Shs  9.65  Algy Smith-Maxwell  117.32    0.95  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUI7  1050