Investments

IFSL

77 funds
Rank		Fund	Focus	Sector	Bid	Offer	1m	3m	6m	1y	3y	5y
1	[+]	IFSL 7IM Defensive Strategy X Acc GBP	Mixed Asset	IA Global Mixed Bond	112.60		0.3	0.0	1.8	5.7	15.0	n/a
2	[+]	IFSL 7IM Global Opportunities X Acc GBP	Equity	IA Global	152.00		1.8	10.4	12.2	28.9	49.9	n/a
3	[+]	IFSL Arbion Balanced Opportunities X Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	129.00		0.5	2.8	0.4	8.6	30.3	21.1
4	[+]	IFSL Arbion Global Opportunities X Acc	Mixed Asset	IA Global	129.80		0.9	4.9	2.3	16.2	38.9	29.4
5	[+]	IFSL Arbion Sovereign Opportunities X Acc	Fixed Interest	IA Global Government Bond	110.80		1.0	0.6	1.4	3.9	13.9	11.0
6	[+]	IFSL Ascot Lloyd 3 A Acc	Mixed Asset	IA Volatility Managed	122.50		0.7	1.7	3.2	8.1	21.2	11.3
7	[+]	IFSL Ascot Lloyd 4 A Acc	Mixed Asset	IA Volatility Managed	137.30		0.9	2.5	4.1	10.2	26.9	19.9
8	[+]	IFSL Ascot Lloyd 5 A Acc	Mixed Asset	IA Volatility Managed	153.00		1.1	3.7	5.5	13.2	33.9	29.6
9	[+]	IFSL Ascot Lloyd 6 A Acc	Mixed Asset	IA Volatility Managed	161.40		1.1	5.1	7.9	17.6	40.3	35.3
10	[+]	IFSL Ascot Lloyd 7 A Acc	Mixed Asset	IA Volatility Managed	170.30		1.3	6.5	9.4	20.8	44.9	40.2
11	[+]	IFSL Ascot Lloyd 8 A Acc	Mixed Asset	IA Volatility Managed	173.70		0.6	7.2	12.1	25.1	45.0	33.2
12	[+]	IFSL Ascot Lloyd European Equity A Acc GBP	Equity	IA Europe Excluding UK	140.70		3.8	6.2	5.9	10.2	34.6	n/a
13	[+]	IFSL Ascot Lloyd Passive Focus 4 A Acc	Mixed Asset	IA Unclassified	105.00		0.5	2.3	4.3	n/a	n/a	n/a
14	[+]	IFSL Ascot Lloyd Passive Focus 5 A Acc	Mixed Asset	IA Unclassified	106.00		0.6	3.3	5.6	n/a	n/a	n/a
15	[+]	IFSL Ascot Lloyd Passive Focus 6 A Acc	Mixed Asset	IA Unclassified	108.20		0.5	4.4	7.6	n/a	n/a	n/a
16	[+]	IFSL Ascot Lloyd Passive Focus 7 A Acc	Mixed Asset	IA Unclassified	109.80		0.4	5.7	9.1	n/a	n/a	n/a
17	[+]	IFSL Ascot Lloyd UK Equity A Acc GBP	Equity	IA UK All Companies	116.40		0.6	3.3	3.1	7.0	25.0	n/a
18	[+]	IFSL Ascot Lloyd UK Equity Income A Acc GBP	Equity	IA UK Equity Income	156.90		3.4	2.7	5.2	12.1	42.5	n/a
19	[+]	IFSL Ascot Lloyd US Equity A Acc GBP	Equity	IA North America	175.50		3.4	12.4	9.2	23.6	63.3	n/a
20	[+]	IFSL atomos Balanced A Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	159.30		1.1	5.4	6.8	16.7	40.7	32.0
21	[+]	IFSL atomos Cautious A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	145.50		0.9	3.7	5.3	12.8	30.3	20.8
22	[+]	IFSL atomos Conservative A Acc	Mixed Asset	IA Mixed Investment 0-35% Shares	116.80		0.8	2.2	3.5	7.7	19.3	7.6
23	[+]	IFSL atomos Defensive A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	127.60		0.7	2.7	4.0	9.8	24.2	14.4
24	[+]	IFSL atomos Growth A Inc	Mixed Asset	IA Flexible Investment	162.60		1.4	7.5	8.9	21.9	52.7	44.1
25	[+]	IFSL Blackfinch NextGen Infrastructure A Acc GBP	Equity	IA Infrastructure	136.80		-0.2	3.2	12.3	17.1	n/a	n/a
26	[+]	IFSL Blackfinch NextGen Property Securities A Acc GBP	Property	IA Listed Property	121.50		1.2	4.7	11.9	13.6	n/a	n/a
27	[+]	IFSL Boolers Adventurous A Acc GBP	Mixed Asset	IA Flexible Investment	120.40		1.1	4.9	7.5	16.8	n/a	n/a
28	[+]	IFSL Boolers Balanced A Acc GBP	Mixed Asset	IA Mixed Investment 40-85% Shares	117.60		1.0	4.1	6.3	14.1	n/a	n/a
29	[+]	IFSL Boolers Cautious A Acc GBP	Mixed Asset	IA Mixed Investment 20-60% Shares	114.50		0.9	3.1	5.1	11.4	n/a	n/a
30	[+]	IFSL Bowland	Equity	IA Flexible Investment	400.59		1.0	6.2	6.1	8.6	19.7	10.8
31	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	150.10		1.2	3.6	4.4	11.9	30.6	19.3
32	[+]	IFSL Equilibrium Balanced Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	140.70		1.0	3.1	4.1	10.4	26.0	17.5
33	[+]	IFSL Equilibrium Cautious Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	134.40		0.8	2.4	3.8	9.1	23.0	15.0
34	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	Fixed Interest	IA Mixed Investment 0-35% Shares	107.20		0.8	0.8	1.6	4.7	16.1	6.5
35	[+]	IFSL Equilibrium Global Equity Portfolio A	Equity	IA Flexible Investment	157.30		1.7	6.1	6.4	18.4	40.8	24.3
36	[+]	IFSL Fairstone Systematic 4 R Acc GBP	Mixed Asset	IA Unclassified	99.56		-0.4	n/a	n/a	n/a	n/a	n/a
37	[+]	IFSL Fairstone Systematic 5 R Acc GBP	Mixed Asset	IA Unclassified	99.43		-0.6	n/a	n/a	n/a	n/a	n/a
38	[+]	IFSL Fairstone Systematic 6 R Acc GBP	Mixed Asset	IA Unclassified	99.29		-0.7	n/a	n/a	n/a	n/a	n/a
39	[+]	IFSL Fairstone Systematic 7 R Acc GBP	Mixed Asset	IA Unclassified	99.20		-0.8	n/a	n/a	n/a	n/a	n/a
40	[+]	IFSL Magnus Max 35% Equity X Acc	Mixed Asset	IA Mixed Investment 0-35% Shares	106.20		0.9	2.6	3.3	n/a	n/a	n/a
41	[+]	IFSL Magnus Max 60% Equity X Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	109.50		1.1	4.3	5.4	n/a	n/a	n/a
42	[+]	IFSL Magnus Max 85% Equity X Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	113.10		1.3	5.9	7.6	n/a	n/a	n/a
43	[+]	IFSL Marlborough European A Inc	Equity	IA Europe Including UK	945.90	945.90	2.3	3.9	0.8	-6.7	2.9	6.1
44	[+]	IFSL Meon Adaptive Growth P Acc	Equity	IA Global	172.92		2.7	6.4	10.8	16.9	79.9	n/a
45	[+]	IFSL Moneybox Adventurous P Acc	Mixed Asset	IA Unclassified	109.40		1.2	7.5	9.4	n/a	n/a	n/a
46	[+]	IFSL Moneybox Balanced P Acc	Mixed Asset	IA Unclassified	106.10		1.0	4.8	6.1	n/a	n/a	n/a
47	[+]	IFSL Moneybox Cautious P Acc	Mixed Asset	IA Unclassified	103.30		0.7	2.1	3.3	n/a	n/a	n/a
48	[+]	IFSL Pier Plus Four A Acc	Mixed Asset	IA Unclassified	111.40		2.1	8.5	n/a	n/a	n/a	n/a
49	[+]	IFSL Pier Plus One A Acc	Mixed Asset	IA Unclassified	104.70		0.7	3.4	n/a	n/a	n/a	n/a
50	[+]	IFSL Pier Plus Three A Acc	Mixed Asset	IA Unclassified	109.30		1.6	6.6	n/a	n/a	n/a	n/a
51	[+]	IFSL Pier Plus Two A Acc	Mixed Asset	IA Unclassified	107.10		1.3	5.0	n/a	n/a	n/a	n/a
52	[+]	IFSL Pinnacle Life Cycle Global Equity Income A Inc GBP	Equity	IA Global Equity Income	124.40		3.7	7.4	8.3	21.3	n/a	n/a
53	[+]	IFSL RC Brown UK Primary Opportunities P Inc	Equity	IA UK All Companies	541.74		3.2	4.9	9.2	17.5	40.3	24.5
54	[+]	IFSL Rockhold Fixed Interest A Acc	Fixed Interest	IA Global Mixed Bond	101.20		0.7	0.3	0.7	4.8	10.2	n/a
55	[+]	IFSL Rockhold Global Equity A Acc	Equity	IA Global	148.00		0.9	8.0	8.9	23.5	52.5	n/a
56	[+]	IFSL Titan Absolute Return A Acc GBP	Mixed Asset	IA Unclassified	106.40		-0.1	-0.3	1.5	6.2	n/a	n/a
57	[+]	IFSL Titan Adventurous A Acc GBP	Mixed Asset	IA Unclassified	108.10		2.0	4.2	1.5	8.6	n/a	n/a
58	[+]	IFSL Titan Balanced A Acc GBP	Mixed Asset	IA Unclassified	105.80		2.0	3.1	0.6	6.3	n/a	n/a
59	[+]	IFSL Titan Cautious A Acc GBP	Mixed Asset	IA Unclassified	103.30		2.0	2.8	0.5	5.8	n/a	n/a
60	[+]	IFSL Titan Defensive A Acc GBP	Mixed Asset	IA Unclassified	105.70		1.2	2.1	1.1	5.4	n/a	n/a
61	[+]	IFSL Titan Global Blue Chip B Inc	Equity	IA Global	190.60		-0.1	3.2	7.0	22.4	27.4	37.2
62	[+]	IFSL Titan Global Equity X ACC	Equity	IA Global	104.90		2.3	4.6	0.9	7.2	31.4	n/a
63	[+]	IFSL Titan Growth A Acc GBP	Mixed Asset	IA Unclassified	106.60		2.0	3.8	1.3	7.7	n/a	n/a
64	[+]	IFSL Titan Mazarin Balanced A Acc GBP	Mixed Asset	IA Mixed Investment 40-85% Shares	155.60		0.8	4.8	7.2	19.8	41.1	30.8
65	[+]	IFSL Titan Mazarin Cautious A Acc GBP	Mixed Asset	IA Mixed Investment 20-60% Shares	142.80		0.7	3.2	5.3	15.4	32.5	23.7
66	[+]	IFSL Titan Square Mile Alternative Strategies X Acc GBP	Mixed Asset	IA Targeted Absolute Return	106.50		-0.1	0.2	1.8	4.6	n/a	n/a
67	[+]	IFSL Titan Square Mile Asia Ex Japan Equities X Acc	Equity	IA Unclassified	122.30		-0.5	12.6	22.3	n/a	n/a	n/a
68	[+]	IFSL Titan Square Mile Emerging Markets Equities X Acc	Equity	IA Unclassified	122.00		-1.9	10.0	22.0	n/a	n/a	n/a
69	[+]	IFSL Titan Square Mile Europe Ex UK Equities X Acc	Equity	IA Unclassified	106.80		2.1	6.5	6.8	n/a	n/a	n/a
70	[+]	IFSL Titan Square Mile Global Equities X Acc GBP	Equity	IA Global	121.90		1.1	6.6	10.3	22.0	n/a	n/a
71	[+]	IFSL Titan Square Mile International Fixed Interest X Acc GBP	Fixed Interest	IA Sterling Strategic Bond	108.20		0.3	0.4	1.3	5.0	n/a	n/a
72	[+]	IFSL Titan Square Mile Japan Equities X Acc	Equity	IA Unclassified	112.60		0.3	5.4	12.6	n/a	n/a	n/a
73	[+]	IFSL Titan Square Mile UK Equity X Acc GBP	Equity	IA UK All Companies	115.80		1.7	1.8	5.5	8.9	n/a	n/a
74	[+]	IFSL YOU Adventurous Acc GBP	Mixed Asset	IA Flexible Investment	160.40		1.7	8.4	11.3	25.3	49.1	n/a
75	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	152.40		0.7	4.7	7.8	16.7	34.6	32.2
76	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	Mixed Asset	IA Mixed Investment 0-35% Shares	132.10		0.5	3.0	5.4	11.6	25.8	n/a
77	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	173.10		1.3	7.1	10.3	22.6	44.5	44.3

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

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