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Best ISA Funds
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Best ISA Funds -
Top 10 by Moneyspider Rating®
Fund Name
Fund Manager
Sector
Fund Size
1 Year
3 Years
5 Years
MS Rating
MS %
  Liontrust Special Situations R
Liontrust Fund Partners LLP
UK All Companies
222,153,330
8.36552
123.366
52.7354
A
98.7625
Newton Asian Income
Newton & BNY Mellon Asset Mgmt
Asia Pacific Excluding Japan
1,251,800,000
6.3342
114.497
85.0138
A
97.9477
Cazenove UK Opportunities B
Cazenove Invest Fund Mgmt Ltd
UK All Companies
197,400,000
6.66696
83.515
36.7193
A
96.5161
GLG Technology Equity Ret
GLG Partners UK Limited
Technology & Telecoms
103,457,043
3.55301
94.993
46.7912
A
95.5861
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
2,700,000,000
1.50841
107.727
100.459
A
94.5245
Marlborough UK Micro Cap Gwth
Marlborough Fund Managers
UK Smaller Companies
69,300,000
2.70052
154.777
47.3361
A
94.3674
AXA Framlington American Growth
AXA IM UK
North America
302,500,000
7.15193
56.9746
44.5205
A
94.2984
Unicorn Outstanding BritishCos R
Unicorn Asset Management
UK All Companies
8,180,229
2.22766
92.9989
52.6051
A
93.8241
Frank Temp Franklin UK Mid Cap A
Franklin Templeton Inv Funds
UK All Companies
510,830,000
1.83414
106.656
46.4919
A
93.4147
IM Matterley Equity
IFDS Managers Ltd
UK All Companies
7,700,000
7.67234
68.3577
32.4582
A
93.3651
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
  AXA Sterling Long Gilt Ret Gr
AXA IM UK
UK Gilt
22,180,455
29.4258
42.9041
50.2426
A
86.2193
£6,471.29
Henderson Long Dated Gilt A
Henderson Global Investors Ltd
UK Gilt
138,900,000
28.9249
40.0855
44.893
A
83.6838
£6,446.25
Aviva Inv Asia Pac Prop A A EUR
Aviva Investors UK Fd Serv Ltd
Property
323,600,000
27.6742
C*
50.8833
£6,383.71
Henderson Index Linked Bd A Gr
Henderson Global Investors Ltd
UK Index - Linked Gilts
296,710,000
26.0202
44.5331
56.8104
A
84.6107
£6,301.01
Henderson Index Linked Bd A
Henderson Global Investors Ltd
UK Index - Linked Gilts
296,710,000
25.8614
43.9108
55.6357
A
84.6107
£6,293.07
AXA Index Linked Bd Ret Gr
AXA IM UK
UK Index - Linked Gilts
16,452,999
24.8387
42.2794
53.8767
A
84.2516
£6,241.94
M&G Index Linked Bond AGBP
M&G UK
UK Index - Linked Gilts
387,180,000
24.7273
43.8688
57.2288
A
84.6367
£6,236.37
Stan Life Inv Corporate Debt
Standard Life Investments
Specialist
375,155,000
23.4492
52.563
29.5533
A
82.9132
£6,172.46
Kames Inflation Linked A
Kames Capital
Mixed Investment 20%-60% Shares
262,960,000
23.3995
A*
99.854
£6,169.98
Royal London Index Linked A
Royal London Unit Tst Mgrs Ltd
UK Index - Linked Gilts
334,080,000
22.9545
41.1729
53.9379
A
83.1926
£6,147.73
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
  Close Special Situations
Close Asset Management(UK) Ltd
UK Smaller Companies
16,400,000
-13.706
260.54
53.0528
A
79.9952
£18,026.99
Close Beacon Investment
Close Asset Management(UK) Ltd
UK Smaller Companies
12,187,043
-11.779
198.336
-1.6664
C
44.529
£14,916.80
Stan Life Inv UK Eq Unconstrn R
Standard Life Investments
UK All Companies
364,600,000
-9.069
171.768
43.8365
A
79.67
£13,588.39
Fidelity UK Smaller Companies A
Fidelity (FIL Investment Intl)
UK Smaller Companies
18,000,000
-2.1478
170.865
A*
76.3613
£13,543.25
MFM Slater Growth
MFM
UK All Companies
50,520,000
0.3214
168.758
69.5376
A
92.4052
£13,437.88
Marlborough UK Micro Cap Gwth
Marlborough Fund Managers
UK Smaller Companies
69,300,000
2.70052
154.777
47.3361
A
94.3674
£12,738.83
Australian Natural Res GBP
Thesis Unit Trust Mgmt Ltd
Specialist
21,900,000
-22.176
153.865
21.0161
B
64.2628
£12,693.25
Cazenove UK Smaller Companies A
Cazenove Invest Fund Mgmt Ltd
UK Smaller Companies
87,600,000
5.73271
151.924
33.7214
A
92.287
£12,596.21
Investec UK Smaller Companies A
Investec Fund Managers (UK)
UK Smaller Companies
340,832,527
-0.3387
149.01
42.1232
A
89.0725
£12,450.52
Cavendish Opportunities Ret
Cavendish Asset Management
UK All Companies
53,715,578
-3.699
148.474
13.3024
B
65.6144
£12,423.71
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 GblGld&Res A
Smith & Williamson Invest Mgmt
Specialist
62,970,000
-9.2689
114.437
111.49
A
81.7019
£10,574.49
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
2,700,000,000
1.50841
107.727
100.459
A
94.5245
£10,022.93
First State Ind Subcont A GBP
First State Investments UK Ltd
Specialist
239,272,179
-3.6377
113.452
92.5516
A
84.0611
£9,627.58
GLG Global Corp Bond Ret
GLG Partners UK Limited
Global Bonds
96,171,896
0.26567
20.6113
91.9355
B
72.0666
£9,596.78
M&G Intl Sovereign Bond AGBP
M&G UK
Global Bonds
77,280,000
14.3179
9.51779
90.9161
A
78.9431
£9,545.80
First State Gbl Emg Mkts A GBP
First State Investments UK Ltd
Global Emerging Markets
648,000,000
-0.6933
94.5255
89.4173
A
89.2454
£9,470.87
First State Asia Pacific A GBP
First State Investments UK Ltd
Asia Pacific Excluding Japan
785,000,000
-0.8353
78.9224
87.7575
A
85.7713
£9,387.87
Fidelity South East Asia
Fidelity (FIL Investment Intl)
Asia Pacific Excluding Japan
2,182,000,000
-11.189
86.2783
85.1029
A
76.3526
£9,255.14
Newton Asian Income
Newton & BNY Mellon Asset Mgmt
Asia Pacific Excluding Japan
1,251,800,000
6.3342
114.497
85.0138
A
97.9477
£9,250.69
Investec Global Bond A GrGBP
Investec Fund Managers (UK)
Global Bonds
165,488,752
5.1893
15.8125
84.652
B
75.9879
£9,232.60
Source: Moneyspider.com/Financial Express
29.01.2012
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.
