Investments

IFSL

61 funds
Rank		Fund	Focus	Sector	Bid	1m	3m	6m	1y	3y	5y
1	[+]	IFSL AMR Diversified Portfolio A Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	161.10	1.6	5.6	5.6	7.8	23.6	34.7
2	[+]	IFSL Arbion Balanced Opportunities X Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	118.10	0.5	3.1	1.2	7.1	23.5	30.3
3	[+]	IFSL Arbion Global Opportunities X Acc	Mixed Asset	IA Global	110.80	0.0	3.1	-1.3	4.7	25.0	39.3
4	[+]	IFSL Arbion Sovereign Opportunities X Acc	Fixed Interest	IA Global Government Bond	106.30	0.9	1.2	1.2	3.9	10.4	7.2
5	[+]	IFSL atomos Balanced A Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	135.60	0.5	3.4	0.2	6.6	22.2	26.1
6	[+]	IFSL atomos Cautious A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	128.50	0.6	2.6	0.6	5.6	15.4	18.9
7	[+]	IFSL atomos Conservative A Acc	Mixed Asset	IA Mixed Investment 0-35% Shares	108.10	0.7	2.0	1.2	4.4	7.9	n/a
8	[+]	IFSL atomos Defensive A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	115.80	0.7	2.2	0.8	5.2	11.8	14.7
9	[+]	IFSL atomos Growth A Inc	Mixed Asset	IA Flexible Investment	133.90	0.2	3.9	-0.8	7.1	28.4	32.7
10	[+]	IFSL Avellemy 3 A Acc	Mixed Asset	IA Volatility Managed	113.30	1.2	2.4	1.1	4.1	11.2	9.6
11	[+]	IFSL Avellemy 4 A Acc	Mixed Asset	IA Volatility Managed	124.40	1.1	2.9	1.1	4.5	16.4	20.7
12	[+]	IFSL Avellemy 5 A Acc	Mixed Asset	IA Volatility Managed	134.70	0.9	3.1	0.4	4.9	21.7	32.3
13	[+]	IFSL Avellemy 6 A Acc	Mixed Asset	IA Volatility Managed	136.50	0.7	3.3	0.3	5.3	23.0	36.7
14	[+]	IFSL Avellemy 7 A Acc	Mixed Asset	IA Volatility Managed	139.70	0.4	3.5	-0.6	4.8	24.2	42.0
15	[+]	IFSL Avellemy 8 A Acc	Mixed Asset	IA Volatility Managed	137.40	0.3	3.5	-0.1	5.0	16.4	32.4
16	[+]	IFSL Avellemy European Equity A Acc GBP	Equity	IA Europe Excluding UK	127.20	1.0	3.3	11.8	10.2	42.5	n/a
17	[+]	IFSL Avellemy UK Equity A Acc GBP	Equity	IA UK All Companies	109.10	2.2	7.3	5.4	6.9	25.0	n/a
18	[+]	IFSL Avellemy UK Equity Income A Acc GBP	Equity	IA UK Equity Income	140.30	2.6	6.7	8.3	14.4	42.9	n/a
19	[+]	IFSL Avellemy US Equity A Acc GBP	Equity	IA North America	140.40	-1.9	0.7	-7.8	0.9	57.5	n/a
20	[+]	IFSL Blackfinch NextGen Infrastructure A Acc GBP	Equity	IA Infrastructure	117.20	2.6	11.8	8.1	17.1	n/a	n/a
21	[+]	IFSL Blackfinch NextGen Property Securities A Acc GBP	Property	IA Property Other	106.30	1.5	2.2	-0.2	2.7	n/a	n/a
22	[+]	IFSL Boolers Adventurous A Acc GBP	Mixed Asset	IA Flexible Investment	102.50	0.5	2.5	n/a	n/a	n/a	n/a
23	[+]	IFSL Boolers Balanced A Acc GBP	Mixed Asset	IA Mixed Investment 40-85% Shares	102.70	0.7	2.7	n/a	n/a	n/a	n/a
24	[+]	IFSL Boolers Cautious A Acc GBP	Mixed Asset	IA Mixed Investment 20-60% Shares	102.50	0.8	2.5	n/a	n/a	n/a	n/a
25	[+]	IFSL Bowland	Equity	IA Flexible Investment	369.18	2.8	1.9	-2.2	-3.9	16.0	36.3
26	[+]	IFSL CAF ESG Cautious Dis GBP	Mixed Asset	IA Unclassified	96.34	0.9	3.3	0.7	3.2	5.2	n/a
27	[+]	IFSL CAF ESG Growth Dis GBP	Mixed Asset	IA Unclassified	111.51	0.0	3.4	-1.5	2.1	19.3	n/a
28	[+]	IFSL CAF ESG Income and Growth Dis GBP	Mixed Asset	IA Unclassified	109.30	0.4	3.8	-0.6	2.9	18.1	n/a
29	[+]	IFSL CPN Defensive Strategy X Acc GBP	Mixed Asset	IA Global Mixed Bond	106.40	0.9	1.3	1.8	4.6	n/a	n/a
30	[+]	IFSL CPN Global Opportunities X Acc GBP	Equity	IA Global	117.90	-0.1	3.3	-3.8	3.4	n/a	n/a
31	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	133.70	0.7	2.5	1.1	5.8	18.1	30.8
32	[+]	IFSL Equilibrium Balanced Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	127.00	0.6	1.8	1.1	5.2	14.3	24.4
33	[+]	IFSL Equilibrium Cautious Portfolio A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	122.90	0.6	1.7	1.4	5.0	11.3	19.7
34	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	Fixed Interest	IA Mixed Investment 0-35% Shares	102.40	0.8	1.3	1.5	5.0	7.2	n/a
35	[+]	IFSL Equilibrium Global Equity Portfolio A	Equity	IA Flexible Investment	132.50	0.2	3.1	-1.4	5.7	21.4	n/a
36	[+]	IFSL Hathaway Inc	Mixed Asset	IA Mixed Investment 40-85% Shares	170.32	2.6	6.4	3.1	11.1	23.2	31.4
37	[+]	IFSL Meon Adaptive Growth P Acc	Equity	IA Global	148.21	-0.9	7.0	2.8	18.0	65.4	n/a
38	[+]	IFSL Pinnacle Global Equity Income A Inc GBP	Equity	IA Global Equity Income	104.70	0.6	n/a	n/a	n/a	n/a	n/a
39	[+]	IFSL RC Brown UK Primary Opportunities P Inc	Equity	IA UK All Companies	474.95	2.3	5.9	8.1	12.4	19.6	39.7
40	[+]	IFSL Rockhold Fixed Interest A Acc	Fixed Interest	IA Global Mixed Bond	96.70	0.5	-0.1	-0.6	2.4	3.1	n/a
41	[+]	IFSL Rockhold Global Equity A Acc	Equity	IA Global	119.50	0.1	2.1	-2.9	4.0	31.6	n/a
42	[+]	IFSL Titan Absolute Return A Acc GBP	Mixed Asset	IA Unclassified	100.30	0.3	0.3	n/a	n/a	n/a	n/a
43	[+]	IFSL Titan Adventurous A Acc GBP	Mixed Asset	IA Unclassified	98.58	-0.7	2.3	-3.1	n/a	n/a	n/a
44	[+]	IFSL Titan Balanced A Acc GBP	Mixed Asset	IA Unclassified	98.77	-0.1	2.3	-1.2	n/a	n/a	n/a
45	[+]	IFSL Titan Cautious A Acc GBP	Mixed Asset	IA Unclassified	97.01	0.0	2.2	-3.0	n/a	n/a	n/a
46	[+]	IFSL Titan Defensive A Acc GBP	Mixed Asset	IA Unclassified	99.81	0.3	2.4	-0.2	n/a	n/a	n/a
47	[+]	IFSL Titan Equity Growth X Acc	Equity	IA Global	125.32	n/a	n/a	-1.4	3.0	n/a	n/a
48	[+]	IFSL Titan Global Blue Chip B Inc	Equity	IA Global	156.60	1.0	5.6	-2.5	-2.0	20.9	34.5
49	[+]	IFSL Titan Global Equity X ACC	Equity	IA Global	96.76	-0.8	2.3	n/a	n/a	n/a	n/a
50	[+]	IFSL Titan Growth A Acc GBP	Mixed Asset	IA Unclassified	98.03	-0.5	2.6	-2.5	n/a	n/a	n/a
51	[+]	IFSL Titan Mazarin Adventurous A Acc GBP	Mixed Asset	IA Flexible Investment	126.00	0.9	2.6	-1.4	5.7	21.7	n/a
52	[+]	IFSL Titan Mazarin Balanced A Acc GBP	Mixed Asset	IA Mixed Investment 40-85% Shares	129.70	0.9	2.2	-1.3	5.6	20.4	33.1
53	[+]	IFSL Titan Mazarin Cautious A Acc GBP	Mixed Asset	IA Mixed Investment 20-60% Shares	123.70	1.1	2.2	-0.5	5.3	15.3	25.9
54	[+]	IFSL Titan Square Mile Alternative Strategies X Acc GBP	Mixed Asset	IA Targeted Absolute Return	101.90	0.7	1.4	1.9	n/a	n/a	n/a
55	[+]	IFSL Titan Square Mile Global Equities X Acc GBP	Equity	IA Global	99.08	0.8	2.4	-0.9	n/a	n/a	n/a
56	[+]	IFSL Titan Square Mile International Fixed Interest X Acc GBP	Fixed Interest	IA Sterling Strategic Bond	103.50	1.6	2.3	3.5	n/a	n/a	n/a
57	[+]	IFSL Titan Square Mile UK Equity X Acc GBP	Equity	IA UK All Companies	105.40	1.7	3.9	5.4	n/a	n/a	n/a
58	[+]	IFSL YOU Adventurous Acc GBP	Mixed Asset	IA Flexible Investment	127.20	0.4	3.3	0.2	6.3	n/a	n/a
59	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	Mixed Asset	IA Mixed Investment 20-60% Shares	130.20	0.8	3.1	2.4	6.1	19.1	31.6
60	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	Mixed Asset	IA Mixed Investment 0-35% Shares	118.20	0.8	2.6	2.6	5.3	n/a	n/a
61	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	Mixed Asset	IA Mixed Investment 40-85% Shares	140.50	0.5	3.5	1.2	6.4	24.9	45.5

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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