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  4.49  9.64  19.37  4.07  3.36  1.93  12.28  0.24    UK Direct Property  -1.69  Not Disclosed  145.07      2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PU1B  1001  
 →  2  NB EM Dbt Sust Invms Grd Blnd USD I Acc  1.5  4.51  18.71    -1.40  15.98  3.81  1.78  2.67  ★★★★★  Global Emerging Markets Bond  5.31  Rob Drijkoningen  5.18    1.99  2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000ZA7O  1002  
 →  3  MFS Meridian European Smlr Coms IH1 USD  2  4.05  23.39  67.14  -0.17  22.01  1.30  1.59  4.43    European Smaller Companies  10.88  Peter F. Fruzzetti  451.64  6  1.03  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VD82  1003  
 →  4  ARC TIME Commercial Lng Inc Fdr I NetAcc  2.5  4.70  7.28  16.24  4.28  3.83  -0.92  3.36  0.34    UK Direct Property  -1.69  Nigel Ashfield  181.77      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GIC  1004  
 →  5  ARC TIME Commercial Long Inc A Gross Acc  2.5  3.65  9.59  20.64  5.17  4.52  -0.30  4.37  0.34    UK Direct Property  -1.69  Nigel Ashfield  448.82      2019  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000013GHZ  1005  
 NEW  6  BMO Multi-Sector Higher Income Bd C Inc  3  4.92  10.20  27.51  -0.59  7.99  2.65  1.56  2.09  ★★★★★   High Yield  6.32  Not Disclosed  28.99      2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OT4Q  1006  
 ↓  7  FP Octopus UK Micro Cap Growth P Acc  3  4.22  40.82  101.65  8.73  -0.78  30.54  1.67  5.36  ★★★★★  UK Smaller Companies  4.74  Richard Power  53.79  9    2007  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XSS0  1007  
 ↓  8  Fidelity Global Dividend W Inc  3  4.59  22.33  69.48  1.27  16.29  3.88  1.86  2.77  ★★★★★  Global Equity Income  10.31  Daniel Roberts  1870.96  1    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPXA  1008  
 ↑  9  MFS Meridian European Smlr Coms W1 EUR  4  4.86  15.55  61.89  -4.49  14.76  5.43  1.45  4.16  ★★★★★  European Smaller Companies  10.88  Peter F. Fruzzetti  451.64  6  1.24  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QBOC  1009  
 NEW  10  MFS Meridian Prudent Capital WH1 GBP  4  4.95  18.58    2.28  6.59  8.77  2.35  1.48  ★★★★★  Flexible Investment  9.54  Barnaby M. Wiener  2964.68  2  1.00  2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Y4ZC  1010  
 →  11  Royal London Sustainable Leaders C Acc  4  3.38  27.53  62.14  -0.80  21.41  5.89  1.81  3.73  ★★★★★  UK All Companies  -6.71  Mike Fox  2258.97  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PGEJ  1011  
 ↓  12  Vanguard Target Retirement 2015 Acc  4  4.57  12.90    -0.23  8.71  4.10  1.88  1.65  ★★★★★  Mixed Investment 20-60% Shs  5.61  Not Disclosed  5.58  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000X4G7  1012  
 ↓  13  AB American Gr Ptf I Acc  4  3.35  80.36  171.17  14.78  17.22  34.05  3.22  4.01  ★★★★  North America  41.99  Frank V. Caruso  4722.58  3  0.96  1997  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR05XJA  1013  
 ↑  14  Sarasin Globalsar Strategic P Acc  4.5  4.16  15.89  39.23  -1.33  8.23  8.53  2.02  1.81  ★★★★★  Mixed Investment 20-60% Shs  5.61  Phil Collins  248.31  2    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OUZR  1014  
 ↑  15  Vanguard LifeStrategy 20% Eq A Grs Acc  4.5  3.97  14.86  30.66  -0.50  9.86  5.07  2.56  1.32  ★★★★★  Mixed Investment 0-35% Shs  7.05  Not Disclosed  1999.25  2  0.29  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUK  1015  
 ↑  16  DMS Stirling House Balanced Acc  4.5  4.59  14.46  36.72  -1.60  8.16  7.55  1.93  1.80  ★★★★★  Mixed Investment 20-60% Shs  5.61  Not Disclosed  32.86  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PR3D  1016  
 ↓  17  Liontrust UK Smaller Companies I Inc  4.5  4.38  26.81  88.91  5.13  4.02  15.95  1.58  5.40  ★★★★★  UK Smaller Companies  4.74  Julian E C Fosh  1163.69  9    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000JWH9  1017  
 ↓  18  L&G UK Property I Acc  4.5  3.22  8.75  19.88  7.96  2.96  -2.17  2.85  0.60    UK Direct Property  -1.69  Michael Barrie  2865.66  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZG  1018  
 ↓  19  Threadneedle Eurp Smlr Coms Z Acc GBP  4.5  4.43  26.68  103.77  -4.20  9.23  21.06  1.57  4.81  ★★★★★  European Smaller Companies  10.88  Philip Dicken  401.47  6  1.05  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PPN1  1019  
 NEW  20  Trojan Global Income O Acc  5  4.97  22.50    3.70  14.09  3.55  1.81  3.02  ★★★★★  Global Equity Income  10.31  James Harries  426.42  1    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XWYB  1020  
 ↓  21  L&G UK Property Feeder I Acc  5  3.22  8.77  19.96  7.96  2.96  -2.14  2.85  0.61    UK Direct Property  -1.69  Michael Barrie  2865.66  5    2014  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000SXZP  1021  
 ↓  22  LF Lindsell Train UK Equity Acc  5  4.00  14.56  52.52  0.71  17.90  -3.52  1.56  3.47  ★★★★★  UK All Companies  -6.71  Nick Train  6097.23  2  0.83  2006  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003W5M  1022  
 ↓  23  ASI UK Income Equity I Acc  5.5  3.76  2.77  22.77  -5.47  13.94  -4.58  1.13  4.06  ★★★★★  UK Equity Income  -14.77  Charles Luke  154.93  5  1.10  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR06IAU  1023  
 ↓  24  Liontrust UK Micro Cap I Acc  5.5  3.95  31.19    13.80  5.94  8.82  1.70  5.63  ★★★★★  UK Smaller Companies  4.74  Julian E C Fosh  88.96  9    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WYA1  1024  
 NEW  25  LF Miton UK Multi Cap Inc B Acc Instl  5.5  4.97  1.65  19.84  -1.20  0.76  2.11  1.07  3.92  ★★★★★  UK Equity Income  -14.77  Gervais Williams  845.25  7  0.82  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N2KV  1025  
 ↓  26  FSSA Greater China Growth B GBP Acc  5.5  4.51  40.99  125.11  -6.85  20.39  25.74  1.93  4.50  ★★★★★  China/Greater China  36.66  Martin Lau  604.67  2  1.06  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04ERH  1026  
 ↓  27  Vanguard LifeStrategy 40% Equity A Acc  5.5  4.35  15.25  38.86  -0.34  10.03  5.10  1.98  1.81  ★★★★★  Mixed Investment 20-60% Shs  5.61  Not Disclosed  6347.80  2  0.30  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MLUM  1027  
 ↓  28  Aviva Investors UK Lstd Eq MoM1 2 GBPInc  6  3.49  21.00  61.07  4.00  15.82  0.46  1.68  3.82  ★★★★★  UK All Companies  -6.71  Not Disclosed  343.52  3  1.03  2005  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000N4PF  1028  
 NEW  29  L&G EM Govt Bond Lcl Ccy Index I Acc  6  4.84  2.46    -5.94  13.84  -4.30  1.12  2.91  ★★★★  LC00002857  -1.20  Not Disclosed  992.88      2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OYJP  1029  
 ↓  30  LF Gresham House UK Micro Cap C Acc  6  4.70  14.79  51.95  10.76  -1.30  5.01  1.38  5.27  ★★★★★  UK Smaller Companies  4.74  Ken Wotton  232.87  9    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VBOM  1030  
 ↓  31  Nomura Fds Emerging Market LC Debt I USD  6.5  4.76  3.57  43.52  -5.49  12.32  -2.44  1.12  2.97  ★★★★  LC00002857  -1.20  Recai Gunesdogdu  55.74    1.29  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VF9P  1031  
 ↓  32  ASI European Smaller Companies I Acc  6.5  3.57  38.45  101.56  5.26  8.48  21.24  1.71  5.14  ★★★★★  European Smaller Companies  10.88  Andrew Paisley  64.76  6    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000P8DK  1032  
 ↓  33  Royal London Cautious Managed A Acc  6.5  4.86  8.02  21.91  0.18  5.87  1.85  1.77  1.24  ★★★★  Mixed Investment 0-35% Shs  7.05  Trevor Greetham  261.61  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000W1WK  1033  
 ↓  34  Fidelity Mlt Asst Allctr Defesv W Acc  6.5  4.51  12.92  23.42  -2.09  9.92  4.92  2.13  1.37  ★★★★  Mixed Investment 0-35% Shs  7.05  Nick Peters  94.48  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000PJ3F  1034  
 ↓  35  Morgan Stanley Glb Brands Eq Inc I Inc  7  4.38  39.09    7.62  13.86  13.51  2.11  3.42  ★★★  Global Equity Income  10.31  William D. Lock  56.92  2    2016  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000XOF6  1035  
 ↓  36  MFS Meridian European Value W1 GBP  7.5  4.08  26.26  76.83  -0.88  14.76  11.00  1.75  3.41  ★★★★★  Europe Including UK  7.62  Florence Taj  3952.61  2  1.16  2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000WN9U  1036  
 ↓  37  FSSA Asia Focus B EUR Acc  7.5  4.68  26.35  95.21  -3.43  16.64  12.17  1.79  3.75    Asia Pacific Excluding Japan  18.32  Martin Lau  970.25  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXN  1037  
 NEW  38  Janus Henderson Hrzn AsPac Pty IncH2USD  7.5  4.97  12.87  44.31  -2.17  27.19  -9.29  1.50  3.63  ★★★★  Property Other  6.76  Tim Gibson  30.79  4  1.12  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QJ8P  1038  
 ↓  39  Fidelity European W Acc  8  4.27  22.12  73.66  -1.09  13.22  9.04  1.73  3.30  ★★★★  Europe Excluding UK  9.05  Sam Morse  2804.73  2    2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000QS9O  1039  
 ↓  40  Santander Sterling Government Bond IA  8  4.57  16.54  26.62  0.56  10.09  5.26  2.14  1.75  ★★★  UK Gilts  18.69  Robert McElvanney  358.40      2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIJ9  1040  
 ↓  41  ASI UK Smaller Companies P1 Acc  8  3.24  35.52  89.57  2.66  11.26  18.65  1.61  5.70  ★★★★★  UK Smaller Companies  4.74  Harry Nimmo  1476.35  9    2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OPTZ  1041  
 ↓  42  VT Castlebay UK Equity A Accumulation  8.5  4.11  17.47  43.81  1.00  9.98  5.75  1.51  3.75  ★★★★★  UK All Companies  -6.71      5    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VIF2  1042  
 ↓  43  Schroder ISF Greater China C Acc USD  8.5  4.76  49.15  157.32  -6.12  12.96  40.64  1.97  4.63  ★★★★  China/Greater China  36.66  Louisa Lo  1929.33  3  1.30  2002  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04JV7  1043  
 ↓  44  FSSA Asia Focus B GBP Acc  8.5  4.51  26.09  94.30  -3.48  16.76  11.90  1.76  3.72  ★★★★★  Asia Pacific Excluding Japan  18.32  Martin Lau  970.25  2    2015  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000VPXO  1044  
 NEW  45  JPM Global (ex-UK) Bond C Grs Acc  8.5  4.84  13.15  18.16  -0.95  9.52  4.31  3.17  0.90  ★★★★  Global Bonds  10.76  Iain T. Stealey  253.75    0.58  2012  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000OV0J  1045  
 NEW  46  Vanguard Glb Bd Idx H Acc  9  4.97  11.62  16.68  -1.45  8.71  4.19  2.66  0.88  ★★★  Global Bonds  10.76  Not Disclosed  15184.35    0.20  2009  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F000003VEC  1046  
 ↓  47  Capital Group EM Lcl Ccy Dbt(LUX) Z  9  4.51  5.22  45.46  -5.18  12.85  -1.66  1.15  3.19  ★★★★★  LC00002857  -1.20  Robert H. Neithart  621.64    0.90  2013  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000Q1VK  1047  
 ↓  48  BlackRock UK Income D Acc  9  4.68  -4.22  13.46  -5.25  9.22  -7.44  0.99  4.02  ★★★★  UK Equity Income  -14.77  Adam Avigdori  324.39  1  0.92  2011  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000MJPT  1048  
 ↓  49  ASC Phoenix B Income  9  4.54  15.43  32.92  0.28  8.07  6.50  1.81  1.84  ★★★★★  Mixed Investment 20-60% Shs  5.61  Ben Ward  157.59  2  0.89  2003  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=FOGBR05KPA  1049  
 ↓  50  VT AJ Bell Cautious I Acc  9.5  4.41  10.56    0.23  7.21  2.89  1.83  1.42  ★★★★  Mixed Investment 0-35% Shs  7.05    31.53  1    2017  http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F00000YOW1  1050