Moneyspider does not give advice as to the suitability of any investments
Best ISA Funds
Click here to see ISA Information and Explanations – Saving & Investing in ISAs
Click here to read Funds Explained
Best ISA Funds -
Top 10 by Moneyspider Rating®
Fund Name
Fund Manager
Sector
Fund Size
1 Year
3 Years
5 Years
MS Rating
MS %
  Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
64,300,000
69.8344
64.1804
284.6
A
98.9688
AXA Framlington Gbl Technology
AXA IM UK
Technology & Telecoms
94,400,000
55.6522
47.8053
107.885
A
98.8903
Smith & Williamson Far Eastern Gth
Smith & Williamson Invest Mgmt
Asia Pacific Including Japan
28,240,000
53.3015
32.2179
120.008
A
98.7746
Invesco Perp Pacific
Invesco Perpetual Fund Mgrs
Asia Pacific Including Japan
233,500,000
43.5334
44.5268
120.806
A
98.4368
Aberdeen Asia Pacific & Japan A
Aberdeen Unit Trusts & OEICs
Asia Pacific Including Japan
203,300,000
49.3027
34.8909
103.089
A
98.3925
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,400,000,000
64.915
66.4121
216.411
A
98.1614
Henderson Global Technology A
Henderson Global Investors Ltd
Technology & Telecoms
376,510,000
42.9036
45.5264
91.9637
A
97.8689
BlackRock European Dynamic A
BlackRock
Europe Excluding UK
262,649,327
49.7681
21.114
107.838
A
97.7642
M&G Global Basics XGBP
M&G UK
Global Growth
4,540,000,000
49.6433
20.8785
111.935
A
97.6821
Henderson Technology
Henderson Global Investors Ltd
Technology & Telecoms
217,250,000
48.4058
36.4531
71.4217
A
97.5426
Best ISA Funds - Top 10 by 1 Year Performance
Fund Name
Fund Manager
Sector
Fund Size
1 Year
3 Years
5 Years
MS Rating
MS %
Return on £5,000 investment
over 1 year
  JPM New Europe A
JP Morgan Asset Management UK
Specialist
273,529,505
96.2466
23.0252
165.03
A
92.9677
£9,812.33
First State Indian Subcontinent A £
First State Investments UK Ltd
Specialist
98,000,000
89.7934
81.8368
A*
99.7712
£9,489.67
Close Special Situations
Close Asset Management(UK) Ltd
UK Smaller Companies
16,480,000
88.5952
31.6307
A*
99.02
£9,429.76
Jupiter India
Jupiter Unit Trust Mgrs Ltd
Specialist
208,000,000
86.7024
A*
99.316
£9,335.12
CF Ruffer Baker Steel Gold O
CF Ruffer Investment Mgmt Ltd
Specialist
329,900,000
85.0021
59.3968
193.893
A
95.7317
£9,250.10
Marlborough High Yield Fixed Int
Marlborough Fund Managers
Sterling High Yield
34,200,000
83.1957
12.4575
36.3053
B
75.7849
£9,159.78
Invesco Perp Emerging Eurpn NT
Invesco Perpetual Fund Mgrs
Specialist
36,950,000
81.1109
A*
98.614
£9,055.55
Invesco Perp European Opps NT
Invesco Perpetual Fund Mgrs
Europe Excluding UK
16,280,000
80.9889
A*
99.801
£9,049.45
Neptune Russia & Gtr Rus AGBP
Neptune Investment Management
Specialist
374,500,000
77.7835
21.9972
237.727
A
94.1152
£8,889.18
Invesco Perp Latin America
Invesco Perpetual Fund Mgrs
Specialist
389,480,000
77.6495
55.4231
258.318
A
97.4098
£8,882.48
Best ISA Funds - Top 10 by 3 Year Performance
Fund Name
Fund Manager
Sector
Fund Size
1 Year
3 Years
5 Years
MS Rating
MS %
Return on £5,000 investment
over 3 years
  Neptune Japan Opps AGBP
Neptune Investment Management
Japan
97,900,000
20.6576
91.7025
121.002
A
88.5489
£9,585.13
GLG Global Corp Bond Ret
GLG Partners UK Limited
Global Bonds
25,628,883
24.5379
82.3283
68.5272
A
88.1144
£9,116.41
First State Indian Subcontinent A £
First State Investments UK Ltd
Specialist
98,000,000
89.7934
81.8368
A*
99.7712
£9,091.84
Investec Global Bond A GrGBP
Investec Fund Managers (UK)
Global Bonds
130,700,000
13.601
70.1276
61.7194
A
81.8943
£8,506.38
BlackRock Gold & General A
BlackRock
Specialist
2,139,269,211
45.0528
69.875
261.629
A
96.061
£8,493.75
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,400,000,000
64.915
66.4121
216.411
A
98.1614
£8,320.61
First State Greater China Gth A GBP
First State Investments UK Ltd
Asia Pacific Excluding Japan
413,000,000
45.1915
64.872
187.818
A
93.9103
£8,243.60
Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
64,300,000
69.8344
64.1804
284.6
A
98.9688
£8,209.02
CF Canlife Far East
Capita Financial Managers
Asia Pacific Excluding Japan
77,728,683
51.6635
64.1505
183.307
A
95.6275
£8,207.52
Smith & Williamson Gbl Gold & Res
Smith & Williamson Invest Mgmt
Specialist
11,140,000
73.7347
63.5406
285.78
A
96.9952
£8,177.03
Best ISA Funds - Top 10 by 5 Year Performance
Fund Name
Fund Manager
Sector
Fund Size
1 Year
3 Years
5 Years
MS Rating
MS %
Return on £5,000 investment
over 5 years
  Smith & Williamson Gbl Gold & Res
Smith & Williamson Invest Mgmt
Specialist
11,140,000
73.7347
63.5406
285.78
A
96.9952
£19,289.01
Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
64,300,000
69.8344
64.1804
284.6
A
98.9688
£19,230.01
BlackRock Gold & General A
BlackRock
Specialist
2,139,269,211
45.0528
69.875
261.629
A
96.061
£18,081.43
Invesco Perp Latin America
Invesco Perpetual Fund Mgrs
Specialist
389,480,000
77.6495
55.4231
258.318
A
97.4098
£17,915.88
Neptune Russia & Gtr Rus AGBP
Neptune Investment Management
Specialist
374,500,000
77.7835
21.9972
237.727
A
94.1152
£16,886.37
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,400,000,000
64.915
66.4121
216.411
A
98.1614
£15,820.55
Fidelity South East Asia
Fidelity (FIL Investment Intl)
Asia Pacific Excluding Japan
1,999,000,000
50.7123
62.0707
202.397
A
97.2774
£15,119.87
Baillie Giff Emg Mkts Growth A
Baillie Gifford
Global Emerging Markets
944,382,000
62.6361
55.3863
200.719
A
95.1013
£15,035.95
CF Ruffer Baker Steel Gold O
CF Ruffer Investment Mgmt Ltd
Specialist
329,900,000
85.0021
59.3968
193.893
A
95.7317
£14,694.67
Neptune China AGBP
Neptune Investment Management
Asia Pacific Excluding Japan
58,200,000
53.6825
43.8713
192.554
A
94.8574
£14,627.69
Source: Moneyspider.com/Financial Express
03.05.2010
If a fund is less than 5 years old, the rating
will be provisional and marked with an asterisk.
Past performance is no guarantee of future
success.
If
you would like advice as to the suitability of an investment, then you should
consult a qualified independent financial adviser (IFA).
The Moneyspider Rating® provides a unique assessment of the performance of each fund measured against four key parameters:
Sector ranking: comparison with all other funds in the same sector as your fund (based on the sector definitions used by the Investment Management Association).
All Funds ranking: comparison with all other 2000 or so Unit Trusts and Open Ended Investment Companies (OEICs) funds available to UK investors.
FTSE 100: comparison of the total return of the fund with the total return of the FTSE 100 index (comprising the UK's 100 largest companies), providing a consistent benchmark for each fund.
Cash: comparison of the fund's performance with the return from an equivalent amount deposited in a 90 day access account.
Specific weightings allocated to each of the four categories
Each one analysed and compared over 1, 3 and 5 years.
Rating is generated from a highly complex, computer-based performance analysis, involving 34 separate computations
Produces a simple and straightforward result; scoring each of your investment funds from A (a very high rating) to E (a distinctly poor rating).
The contents of the above tables are not intended, and should not be construed as, advice, a recommendation or as an inducement to buy or sell any investment. Moneyspider relies on information regarding investments that is provided by third parties and accepts no liability (including that arising from negligence) for the accuracy of such information.
