Interactive Investor

Top investment funds

View our most popular and best performing funds over various timeframes.


Expert Tips

Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.

Best performing funds

Below are the top performing funds up to 1 June 2021. For a more comprehensive overview of fund, investment trust and ETF performance, read our latest update.

The data is provided by Morningstar, a global financial services firm. interactive investor accepts no responsibility for any inaccuracies in the data.

How to use this data

The tables on this page showcase the best-performing funds including both active and passive or index funds.

You may see more specialist fund types featuring as the best-performing funds across the various timeframes. Such funds tend to invest in a single country, sector or commodity, and are deemed more suitable for adventurous investors as they carry greater levels of risk than more conventional funds, such as a global or regional fund.

Funds can be held in an ISA, SIPP, and other investment accounts. Tax treatment depends on your individual circumstances and may be subject to change.

Please do bear in mind that past performance is not a guide to future performance. The tables on this page simply offer a snapshot of the best-performing funds. Further research should be carried out to assess performance across different timeframes and market conditions. Moreover, it is prudent to look at performance on a yearly basis in order to ensure a strong long term performance track record is not just the result of one outstanding year.

The performance figures show the total return in sterling unless otherwise specified. Figures are calculated on a bid price to bid price basis or mid to mid for open-ended investment companies (OEICS), with net income (dividends) reinvested.

Choosing the right funds for you

With thousands of funds available to UK investors, seeking out the best investment funds can be a minefield.

Fund performance is only one aspect of choosing an investment - alongside other factors such as your investment goals and appetite for risk.

But to give you some idea of how funds perform relative to each other, we will regularly update this page with the best-performing funds over various timeframes.

As a rule of thumb, five years is widely viewed as the minimum holding period when investing in funds, as over the short term the stock market can be unpredictable.


Funds

Find out about investing in funds and explore our range of tools, investment lists and ready-made selections.


Investment Trusts

A type of investment fund that is traded on stock exchanges, like shares. There are several investment trusts featured in our Super 60 list.


Choose an account

Funds can be held in a SIPP, ISA, Junior ISA or Trading account. Choose an account which meets your needs.

Other investment ideas

Need help choosing the right funds? Check out our experts' Quick Start Funds, Model Portfolios, Super 60 and ACE 40 lists.

Quick-start
Funds

Easy, straightforward investing. Six low cost funds selected by our experts. A simple way to help get you started.

Find out more

ii Super 60

Discover a range of quality investment options for your portfolio. We’ve done the research so you don’t have to.

Find out more

ii ACE 40

The UK’s first rated list of ethical investments - to help you invest in line with your personal values.

Find out more

Model
portfolios

Four ready-made portfolios designed to help you meet your goals. Selected and managed by our experts.

Find out more

Important information

Our most popular investments should not be taken as personal recommendations to buy or sell a particular stock or fund, and are not intended to provide advice.

The value of your investments can fall as well as rise and you may not get back all the money that you invest. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.