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Top Investment Funds

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Top investment funds

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

Best performing funds

Below are the top performing funds up to 1 November 2020. 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.

 

Total return %

Ardevora UK Equity A GBP Acc

7.1

Baillie Gifford China B Acc

6.8

VT Garraway Multi Asset Dyn R Acc

6.8

Liontrust China C Acc GBP

6.3

FP Octopus UK Micro Cap Growth P Ac

6.1

VT Clear Peak Cptl UK L/S Eq F GBP Acc

6.0

HSBC GIF Chinese Equity AC

5.7

New Capital China Equity HKD Ord Acc

5.5

TM Cerno Pacific A Acc

5.3

Baillie Gifford Pacific B Acc

5.2

 

Total return %

Baillie Gifford Japan Small Co B Acc

22.5

Legg Mason IF Japan Equity X Acc

18.3

Legg Mason IF Japan Equity A Acc

18.2

Baillie Gifford Pacific B Acc

17.0

Baillie Gifford China B Acc

15.9

BNY Mellon Oriental B Acc

15.6

BNY Mellon Global Emerging Mkts F Acc

15.6

Comgest Growth Japan GBP U Acc

15.1

Invesco Japanese Smlr Coms UK (NoTr) Acc

15.0

FP Octopus UK Micro Cap Growth P Acc

15.0

 

Total return %

MFM Techinvest Special Situations A Acc

62.7

Baillie Gifford American B Acc

50.1

FP Carmignac Emerging Markets A GBP Acc

44.9

Baillie Gifford Pacific B Acc

44.3

Baillie Gifford China B Acc

40.9

BNY Mellon Oriental B Acc

39.2

Baillie Gifford Global Stewardship B Acc

39.2

Morgan Stanley US Advantage I Acc GBP

39.0

BNY Mellon Global Emerging Mkts F Acc

37.4

Lord Abbett Innovation Growth Z USD Acc

37.2

The tables on this page showcase the best-performing funds across the entire fund universe – comprising both active funds (run by a fund manager) and passive or index funds (which track the up and down movements of a stock market index).

In light of this, 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 below simply offer a snapshot of the best-performing funds over the specified timeframes. When carrying out further research, it makes sense to look at an even greater variety of time periods to assess performance across different 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.

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Funds

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

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Trading account

Buy funds with our Trading account - our flexible account, where you can invest in all markets in the way you want.

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Choose an account

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

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.