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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 %
  Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
57,600,000
104.981
82.6339
240.468
A
99.1034
Smith & Williamson Far Eastern Gth
Smith & Williamson Invest Mgmt
Asia Pacific Including Japan
25,530,000
74.8894
38.3709
104.319
A
98.5693
AXA Framlington Gbl Technology
AXA IM UK
Technology & Telecoms
77,342,527
77.3034
44.9701
78.5068
A
98.4061
BlackRock European Dynamic A
BlackRock
Europe Excluding UK
204,047,292
81.7612
33.0074
99.3713
A
98.162
Aberdeen Asia Pacific & Japan A
Aberdeen Unit Trusts & OEICs
Asia Pacific Including Japan
184,900,000
71.02
35.615
87.3589
A
98.1589
Invesco Perp Latin America
Invesco Perpetual Fund Mgrs
Specialist
314,140,000
110.347
71.1658
223.086
A
97.7955
SJP Far East
St James Place UT Group Ltd
Asia Pacific Including Japan
510,000,000
69.2138
34.7046
87.6102
A
97.7075
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,100,000,000
95.4507
73.781
185.956
A
97.5735
Invesco Perp Pacific
Invesco Perpetual Fund Mgrs
Asia Pacific Including Japan
211,140,000
68.0633
44.927
102.556
A
97.4985
Threadneedle Latin American R EUR
Threadneedle Inv Services Ltd
Specialist
897,400,000
104.591
32.7203
141.975
A
97.4743
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
  Close Special Situations
Close Asset Management(UK) Ltd
UK Smaller Companies
17,500,000
180
39.6518
A*
99.0904
£14,000.00
JPM New Europe A
JP Morgan Asset Management UK
Specialist
245,500,674
157.168
27.4938
124.41
A
91.553
£12,858.40
Close Beacon Investment
Close Asset Management(UK) Ltd
UK Smaller Companies
14,749,837
144.869
-12.901
-4.0443
D
31.9135
£12,243.47
Neptune Russia & Gtr Rus AGBP
Neptune Investment Management
Specialist
357,400,000
136.683
28.9402
206.755
A
94.2887
£11,834.17
Jupiter India
Jupiter Unit Trust Mgrs Ltd
Specialist
162,000,000
132.953
A*
99.054
£11,647.63
Invesco Perp European Opps NT
Invesco Perpetual Fund Mgrs
Europe Excluding UK
13,700,000
129.792
A*
99.781
£11,489.62
Invesco Perp Emerging Eurpn NT
Invesco Perpetual Fund Mgrs
Specialist
31,250,000
129.504
A*
98.667
£11,475.20
Oceanic CF Aus Natural Res GBP
Oceanic Asset Management
Specialist
24,000,000
128.867
11.8385
A*
79.0981
£11,443.37
SVM UK Opportunities A
SVM Asset Management Ltd
UK All Companies
59,600,000
128.512
-12.739
32.3474
C
55.6244
£11,425.62
Stan Life Inv UK Eq Unconstrained R
Standard Life Investments
UK All Companies
178,610,000
127.297
16.0582
A*
92.5996
£11,364.86
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
  First State Indian Subcontinent A £
First State Investments UK Ltd
Specialist
70,000,000
119.857
101.003
A*
99.3128
£10,050.15
CF Canlife Far East
Capita Financial Managers
Asia Pacific Excluding Japan
77,728,683
72.5612
82.813
159.927
A
94.3568
£9,140.65
Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
57,600,000
104.981
82.6339
240.468
A
99.1034
£9,131.69
BlackRock Gold & General A
BlackRock
Specialist
2,008,358,935
48.1735
79.654
201.72
A
89.1891
£8,982.70
First State Greater China Gth A GBP
First State Investments UK Ltd
Asia Pacific Excluding Japan
346,000,000
65.0255
78.9002
179.586
A
91.7821
£8,945.01
Fidelity South East Asia
Fidelity (FIL Investment Intl)
Asia Pacific Excluding Japan
1,677,000,000
79.6328
78.2522
178.311
A
95.9536
£8,912.61
GLG Global Corp Bond Ret
GLG Partners UK Limited
Global Bonds
24,474,816
21.2834
73.8439
67.1188
A
85.9369
£8,692.19
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,100,000,000
95.4507
73.781
185.956
A
97.5735
£8,689.05
Gartmore China Opportunities R
Gartmore Fund Managers
Asia Pacific Excluding Japan
760,606,960
68.5145
72.1976
178.332
A
93.4317
£8,609.88
Invesco Perp Latin America
Invesco Perpetual Fund Mgrs
Specialist
314,140,000
110.347
71.1658
223.086
A
97.7955
£8,558.29
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
  Scot Wid Latin American A
Scottish Wid UT Mgr Limited
Specialist
57,600,000
104.981
82.6339
240.468
A
99.1034
£17,023.38
Invesco Perp Latin America
Invesco Perpetual Fund Mgrs
Specialist
314,140,000
110.347
71.1658
223.086
A
97.7955
£16,154.29
Neptune Russia & Gtr Rus AGBP
Neptune Investment Management
Specialist
357,400,000
136.683
28.9402
206.755
A
94.2887
£15,337.74
BlackRock Gold & General A
BlackRock
Specialist
2,008,358,935
48.1735
79.654
201.72
A
89.1891
£15,086.01
Smith & Williamson Gbl Gold & Res
Smith & Williamson Invest Mgmt
Specialist
9,920,000
75.1006
59.3407
199.705
A
94.6229
£14,985.24
Aberdeen Emerging Markets A
Aberdeen Unit Trusts & OEICs
Global Emerging Markets
1,100,000,000
95.4507
73.781
185.956
A
97.5735
£14,297.80
First State Greater China Gth A GBP
First State Investments UK Ltd
Asia Pacific Excluding Japan
346,000,000
65.0255
78.9002
179.586
A
91.7821
£13,979.31
Gartmore China Opportunities R
Gartmore Fund Managers
Asia Pacific Excluding Japan
760,606,960
68.5145
72.1976
178.332
A
93.4317
£13,916.60
Fidelity South East Asia
Fidelity (FIL Investment Intl)
Asia Pacific Excluding Japan
1,677,000,000
79.6328
78.2522
178.311
A
95.9536
£13,915.56
Baillie Giff Emg Mkts Growth A
Baillie Gifford
Global Emerging Markets
858,982,000
107.373
65.5887
168.594
A
96.1321
£13,429.72
Source: Moneyspider.com/Financial Express
07.03.2010
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.
