TickerFund Data
UK funds and investment trusts

Look inside 808 UK funds and trusts.

Charges, performance against sector, and the holdings each one actually owns — read straight from the manager’s own monthly factsheet.

Ticker Fund Data covers 702 UK open-ended funds — OEICs, unit trusts and ICVCs — and 106 UK-listed investment trusts, with 14,104individual holdings disclosed. For each one it lists the ongoing yearly charge, size, cumulative and calendar-year performance, and the individual companies and funds it holds, taken from the manager’s own monthly factsheet rather than from a data vendor. Investment trusts also carry the figures only a closed-ended vehicle has: the discount or premium its shares trade at against net asset value, its gearing, and its dividend yield.

808 funds and trusts with published data · page 17 of 17
NameSectorSizeYearly charge1-year returnUpdated
VT Avastra Global Diversified Assets FundFundTargeted Absolute Return0.54%+2.10%Jun 2026
VT Avastra Global Equity FundFundGlobal0.62%+8.30%Jun 2026
VT Avastra Global Fixed Income FundFundGlobal Mixed Bond0.58%+4.10%Jun 2026
VT Halo Asia Growth FundFundJul 2026
VT Munro UK Equity Income FundFundUK Equity Income0.75%+27.69%Jul 2026
VT Sg UK Defined Return Assets FundFundSpecialistJul 2026
WS Amati Strategic Metals FundFundCommodities and Natural ResourcesJun 2026
WS Guinness Global Quality Mid Cap FundFundGlobal0.77%+29.80%Jul 2026

We also track 4,373 further UK funds whose factsheets we haven’t read yet. Show all funds