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Best ISAS - our top rated ISAS

Moneyspider does not give advice as to the suitability of any investments
 
 
   
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  Mr A Sample
14 Any Street
Any Town
County
AN1 2NA
 
Your personal report at 12:45:11 on 04-Feb-2012
 
     
 
Investment Type
Fund Manager
Fund Name
Original Investment
Current Value
Current Units
Performance
Rating
*Rank in Sector
1
Year
3
Years
5
Years
OEIC
Fidelity (FIL Investment Intl)
Global Focus
£4,000
£4,919
548
-2.2%
59.2%
29.7%
B
15/124
Unit Trust
Jupiter Unit Trust Mgrs Ltd
Undervalued Ass Acc
£5,000
£7,999
4,600
-8.0%
37.6%
-20.8%
E
210/211
ISA
Threadneedle Inv Services Ltd
UK Select R GBP
£7,000
£9,797
12,000
2.6%
52.9%
14.4%
B
41/211
Total Investment
£22,716
 
 
     
 

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

  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.

  • 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.
 
 
     
  The top 10 funds  
     
  The table below shows the highest ranked fund (according to Moneyspider’s five year rating) in each sector. The top 10 funds are shown.

 
 
Fund Manager - Fund Name Sector
Performance
Rating
1
Year
3
Years
5
Years
Newton & BNY Mellon Asset Mgmt - Asian Income Asia Pacific Excluding Japan
8.1%
118.3%
82.8%
A
JP Morgan Asset Management UK - JPM US Smaller Companies A Acc North American Smaller Companies
4.5%
84.4%
43.2%
A
Kames Capital - Kames High Yield Bond A Acc Sterling High Yield
4.0%
84.6%
34.1%
A
Aberdeen Unit Trusts & OEICs - Asia Pacific & Japan A Acc Asia Pacific Including Japan
-0.8%
78.0%
51.4%
A
BlackRock - BlackRock European Dynamic A Acc Europe Excluding UK
-7.3%
77.5%
40.3%
A
Henderson Global Investors Ltd - Index Linked Bd A UK Index - Linked Gilts
24.9%
41.2%
55.6%
A
Henderson Global Investors Ltd - Index Linked Bd A Gr Inc UK Index - Linked Gilts
25.1%
41.9%
56.8%
A
First State Investments UK Ltd - GtrChina Gth A GBP Acc China/Greater China
-4.8%
82.9%
86.3%
A
SVM Asset Management Ltd - All Europe SRI A Europe Including UK
-10.7%
116.0%
39.1%
A
Virgin Money Unit Tst Mgr Ltd - Pension Income Protector Personal Pensions
12.8%
30.0%
29.4%
A
 
     
     
  The top 5 funds - In each of your sectors  
     
  The top 5 funds in Global (124 funds in sector) Your fund(s) shown in bold.  
 
*Rank
Fund Manager - Fund Name
Performance
Rating
1
Year
3
Years
5
Years
1
Morgan Stanley Invest Mgmt UK - Global Brands A Acc
13.8%
57.5%
49.2%
A
2
McInroy & Wood Portfolios Ltd - McInroy & Wood Smaller Companies
-1.8%
91.8%
51.9%
A
3
M&G UK - Global Basics A Acc GBP
-2.7%
75.1%
40.0%
A
4
Aberdeen Unit Trusts & OEICs - Chrty Sel Gbl Ex UK Eq Acc
2.7%
57.0%
35.5%
A
5
Rathbone Unit Trust Mgmt Ltd - Global Opps Acc
0.3%
74.0%
30.8%
A
15
< Fidelity (FIL Investment Intl) - Global Focus
-2.2%
59.2%
29.7%
B
 
  * Rank in sector is according to Moneyspider ratings.  
     
  The top 5 funds in UK All Companies (211 funds in sector) Your fund(s) shown in bold.  
 
*Rank
Fund Manager - Fund Name
Performance
Rating
1
Year
3
Years
5
Years
1
Liontrust Fund Partners LLP - Special Situations R
10.4%
120.7%
53.0%
A
2
Unicorn Asset Management - Outstanding BritishCos R
4.9%
103.4%
55.0%
A
3
Cazenove Invest Fund Mgmt Ltd - UK Opportunities B
8.7%
90.9%
37.1%
A
4
Franklin Templeton Inv Funds - Franklin UK Mid Cap A
3.9%
112.6%
46.5%
A
5
IFDS Managers Ltd - IM Matterley Equity Acc
8.7%
72.2%
33.1%
A
41
< Threadneedle Inv Services Ltd - UK Select R GBP
2.6%
52.9%
14.4%
B
210
< Jupiter Unit Trust Mgrs Ltd - Undervalued Ass Acc
-8.0%
37.6%
-20.8%
E
 
  * Rank in sector is according to Moneyspider ratings.  
     
     
     
  Source: Moneyspider / Financial Express   
     
 
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 though Moneyspider's associate company, Anthony, Bryant & Company (Investment Consultants) Limited who are directly authorised by the Financial Services Authority to provide this. Moneyspider Limited is an appointed representative of Anthony, Bryant & Company (Investment Consultants) Limited. ©Moneyspider Limited . 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.
 
 
 
   
 

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