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Sample report

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Mr A Sample
14 Any Street
Any Town
County
AN1 2NA

Your personal report at 17:56:39 on 21/05/2013

					Performance
Investment Type	Fund Manager - Fund Name	Original Investment	Current Value	Current Units	1 Year	3 Years	5 Years	Rating	Rank in Sector*
OEIC	Fidelity (FIL Investment Intl) Global Focus Acc	£4,000	£6,357	548	33.0%	40.9%	43.9%	A	33/140
OEIC	M&G UK American R Acc GBP	£1	£1	1	N/A	N/A	N/A	B	34/52
ISA	Threadneedle Inv Services Ltd UK Select R GBP	£7,000	£11,975	12,000	33.9%	53.1%	30.4%	B	87/204
OEIC	Martin Currie Unit Trusts Ltd Nth American A	£1	£2	1	33.1%	35.5%	26.7%	C	49/52
Unit Trust	Jupiter Unit Trust Mgrs Ltd Undervalued Assets Acc	£5,000	£11,066	4,600	46.5%	44.3%	20.8%	C	129/204
Total Investment			£29,401

You may use the 'Update funds' button to personalise your report even further:

Change the Investment Type to ISA.
Insert the Original Investment Amount for comparison purposes.
Update the Current Units (which are used to calculate the current value of your investments) if these change through regular investing.

Moneyspider Rating If a fund is less than 1 year old, a rating cannot be provided. If a fund is less than 5 years old, the rating will be provisional and marked with an asterisk.

*Rank in Sector is according to Moneyspider Ratings.

The top fund per sector

The table below shows the highest ranked fund (according to Moneyspider's five year rating) in each of the top 10 sectors.

		Performance
Fund Manager - Fund Name	Sector	1 Year	3 Years	5 Years	Rating
Legg Mason Funds ICVC - Japan Equity A	Japan	110.1%	160.4%	159.2%	A
Fidelity (FIL Investment Intl) - UK Smaller Companies A Acc	UK Smaller Companies	59.7%	112.2%	188.5%	A
Standard Life Investments - Stan Life Inv UK Eq Uncns R Acc	UK All Companies	60.6%	92.0%	114.6%	A
AXA IM UK - Framlington Biotech R Acc	Specialist	51.4%	90.7%	162.3%	A
Baillie Gifford - Gbl Discovery A Acc	Global	44.5%	69.2%	82.3%	A
Newton & BNY Mellon Asset Mgmt - Asian Income B Acc GBP	Asia Pacific Excluding Japan	38.6%	74.0%	117.7%	A
Baillie Gifford - Japnse Sm Cos A Acc	Japanese Smaller Companies	62.6%	67.6%	85.5%	A
Threadneedle Inv Services Ltd - Eurpn SmCos R Acc GBP	European Smaller Companies	38.9%	69.6%	62.7%	A
Close Brothers AM - FTSE techMARK A Acc	Technology & Telecoms	36.5%	66.6%	87.5%	A
Threadneedle Inv Services Ltd - Mth ExtInc R	UK Equity & Bond Income	32.1%	55.9%	48.7%	A

The top 5 funds - In each of your sectors

The top 5 funds in Global (140 funds in sector). Your fund(s) shown in bold.

		Performance
Rank*	Fund Manager - Fund Name	1 Year	3 Years	5 Years	Rating
1	Baillie Gifford - Gbl Discovery A Acc	44.5%	69.2%	82.3%	A
2	Legal & General UT Mgr Ltd - L&G Global Health&Pharma Idx R Acc	41.9%	60.6%	102.2%	A
3	Schroder UT Managers - Global Healthcare A Acc	41.1%	55.4%	105.5%	A
4	F&C Fund Management - International Heritage 4 Acc	43.5%	47.9%	58.6%	A
5	Invesco Perpetual Fund Mgrs - Invesco Perp Global Sm Cos Acc	41.1%	45.8%	71.0%	A
33	< Fidelity (FIL Investment Intl) - Global Focus Acc	33.0%	40.9%	43.9%	A

*Rank in sector is according to Moneyspider ratings.

The top 5 funds in North America (52 funds in sector). Your fund(s) shown in bold.

		Performance
Rank*	Fund Manager - Fund Name	1 Year	3 Years	5 Years	Rating
1	JP Morgan Asset Management UK - JPM US Select A Acc	36.7%	41.4%	67.7%	A
2	Fidelity (FIL Investment Intl) - American Spec Sit	40.3%	48.0%	62.0%	A
3	Legal & General UT Mgr Ltd - L&G US Index R Inc	34.3%	47.6%	62.9%	A
4	Old Mutual Fund Managers Ltd - North Am Equity A Acc	36.1%	56.3%	56.1%	A
5	GAM Sterling Management Ltd - North American Growth Acc	30.7%	50.2%	98.9%	A
34	< M&G UK - American R Acc GBP	N/A	N/A	N/A	B
49	< Martin Currie Unit Trusts Ltd - Nth American A	33.1%	35.5%	26.7%	C

*Rank in sector is according to Moneyspider ratings.

The top 5 funds in UK All Companies (204 funds in sector). Your fund(s) shown in bold.

		Performance
Rank*	Fund Manager - Fund Name	1 Year	3 Years	5 Years	Rating
1	Standard Life Investments - Stan Life Inv UK Eq Uncns R Acc	60.6%	92.0%	114.6%	A
2	Cazenove Invest Fund Mgmt Ltd - UK Opportunities B	52.3%	92.0%	111.9%	A
3	Barclays Wealth - UK Lower Cap A Acc	47.0%	91.7%	74.4%	A
4	Old Mutual Fund Managers Ltd - UK Mid Cap A Acc	52.2%	82.6%	77.9%	A
5	Franklin Templeton Funds (UK) - Franklin UK Mid Cap A	44.4%	86.6%	99.7%	A
87	< Threadneedle Inv Services Ltd - UK Select R GBP	33.9%	53.1%	30.4%	B
129	< Jupiter Unit Trust Mgrs Ltd - Undervalued Assets Acc	46.5%	44.3%	20.8%	C

*Rank in sector is according to Moneyspider ratings.

Source: Moneyspider.com/FE

The information included in this report should not be regarded as investment advice. The funds and their performance statistics included in the tables above are the best performing funds in your sector of investment over the periods stated. This information has been based on Moneyspider's research from performance and statistical information provided by Financial Express which it believes to be reliable and of their understanding of current Inland Revenue practice and tax legislation which may change in the future. The value of tax benefits depends on individual circumstances and can change. Neither this report or any accompanying documentation or literature are to be, and should not be, construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any ISA or Unit Trust or OEIC or any other security or investment. Moneyspider does not offer investment advice nor make any recommendations regarding investments. The information provided, whether tax related or otherwise, is based on information obtained from an independent source and has not been independently verified. Moneyspider makes no representation or warranty, gives no indemnity or guarantee and accepts no responsibility or liability for the accuracy or completeness of the data used in this report. The data provided is for information purposes only. Moneyspider expressly disclaims any responsibility for (i) the accuracy of the models or estimates used in deriving the information, (ii) any errors or omissions in computing or disseminating the information, (iii) the consequences arising from any uses to which the information is put and (iv) any loss or damage arising out of the provision or use of the information, including without limitation incidental or consequential damage suffered by any party. When considering the information contained in this report or in any other documentation provided by Moneyspider, you should be aware that the price of units can go down as well as up and past performance should not be taken as a guide to future performance. Market, currency and interest rate fluctuations will affect the value of your investment and you may not get back the amount you originally invested. If you are in any doubt as to the suitability of your current investments or any other investment matter you should seek independent financial advice. Moneyspider provides you with a research and analysis facility and an execution only service for switching your investments. This means that Moneyspider can only accept your specific instructions to switch your ISA and Unit Trust or OEIC investments to another Fund Manager, on the understanding that this is done without Moneyspider having given you advice as to the merits of the transaction, or given advice or exercised judgement on your behalf as to its suitability and that it cannot and will not do so. Clients requiring independent advice can obtain this through Clayton House Limited. Clayton House Limited is an Appointed Representative of Antrams Financial Services LLP which is authorised and regulated by the Financial Services Authority. Moneyspider is a trading style of Clayton House Ltd. No part of this report including the granting of the Moneyspider Rating may be reproduced in any form without the written permission of the copyright holder. Such material shall not be reproduced or disseminated in the UK or elsewhere and throughout the world without the prior written permission of the copyright owner. The client shall not cause or permit anything to be done which may damage or endanger the industrial property or intellectual property of the copyright owner or the title of the copyright owner to it or assist or allow others to do so.

Moneyspider does not give advice as to the suitability of any investments. All requests to buy or switch funds are carried out on an execution only basis.
If you would like advice as to the suitability of an investment, then you should consult a qualified independent financial adviser (IFA).

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Moneyspider is a trading style of Clayton House Ltd. Clayton House Ltd is an Appointed Representative of Antrams Financial Services LLP which is authorised and regulated by the Financial Services Authority.