Top performing open ended investment funds unveiled Go compare with our comparison table

Top performing open ended investment funds unveiled

25 February 2013 / by Isabel Buxton

Recent research by What Investment has ranked the 30 most consistent open-ended funds over the past 14 years.  By splitting the period from 31 December 1998 to 31 December 2012 into ten overlapping five-year stretches, the funds that had remained in the top quartile of their IMA sector for all ten periods were identified, as well as some funds that hit the top quartile over nine of the ten five-year stretches.  These top 30 funds achieved an annualized return of 9.2% on average.*

Consistent funds despite market turmoil

The list of top 30 funds includes several options that are currently available through Fair Investment’s Fund Supermarket, including Invesco Perpetual’s High Income fund and the M&G Recovery fund. Other top performing open ended funds available from fund managers featured in the Fair Investment Fund Supermarket include Investec and Jupiter.

Investing made easy

Our Fund Supermarket offers you a broad selection of investment opportunities – in fact, we offer you access to over 1,500 from over 90 providers, all in one convenient place. Our 2012-13 fund selections are carefully chosen by leading independent research agency OBSR. What’s more, our costs are low – we offer 100% discounts on initial charges, and reduced annual management charges.
If you already know what you're looking for, you can buy funds online, or request an information pack via email. If you're less sure, use our fund selections to see what other people are investing in at the moment. As always, it’s best to seek independent financial advice if you’re uncertain.

*source: FE Trustnet
 

Select Income Funds
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Select Fund°Fact SheetHow to Invest
Kames High Yield Bond0%0.75%4.99%yesFactsheetApply Now >
Income Paid Monthly. The primary investment objective is to maximise total return(income plus capital) by investing in a portfolio of predominately high yield bonds, selected investment grade bonds and cash. The fund may hold sterling and other currency denominated bonds hedged back to sterling. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions. See latest fund factsheet for details.
Newton Asian Income0%0.75%5.43%yesFactsheetApply Now >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Invesco Perpetual Monthly Income Plus0%0.63%4.46%yesFactsheetApply Now >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 17/10/13 - Yields are rounded down to one decimal place - See latest Fund Factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

°Select Fund - See how our funds are selected

 

Bonds: To provide the potential for overall returns these funds invest in bonds, also known as fixed interest securities. This is achieved by receiving regular interest on loans to companies or governments. There is a chance the bond issuer could fall into financial difficulty and will not be able to pay the interest or the loan back, which could result in a fall in your investment returns. Bonds can also be sensitive to trends in interest rate movements and if interest rates go up, the returns on your investment are likely to fall as bonds can become less attractive. On the other hand, if interest rates fall, bonds are likely to become more attractive and your investment returns increase.