Top Funds
| Rank | Fund Name | Category | Comment | Quality |
|---|
| 1 | Schroder ISF Global Gold A Acc USD | Sector Equity Precious Metals | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The category it falls under is Sector Equity Precious Metals, which invests in companies involved in the production and exploration of precious metals such as gold and silver. Notably, this category is among the best categories monitored by PowerFunds, with a rating of 10. The fund itself is actively managed and holds a rating of 9, which is good but not the best. Despite not being the top-rated fund in its category, it has demonstrated strong long-term momentum with returns of 58% over three years and 30% over five years. Investors may find comfort in owning this fund due to its solid performance and the strength of the category it is in. Precious metals can often serve as a safe haven during market volatility, which may make this category particularly attractive during uncertain economic times. However, it's always important for investors to review their holdings regularly and consider whether better-rated alternatives are available. While this fund is performing well, there may be other funds within the same strong category that are delivering even stronger results. In conclusion, this fund is a solid choice within a strong category. Its Performing rating and strong long-term momentum suggest it could be a reliable addition to an investment portfolio, particularly for those interested in the precious metals sector. | Leading |
| 2 | Algebris Financial Equity M EUR Acc | Sector Equity Financial Services | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. It falls within the Sector Equity Financial Services category, which invests in companies operating within the financial services sector. This category is among the best categories, with a rating of 10, indicating its strong long-term performance. The fund itself has a rating of 10, which is the highest rating a fund can achieve in this category. This means it has outperformed both the category average and the index fund over the long term. The fund's returns over three and five years are 32% and 24%, respectively, demonstrating its strong long-term momentum. Investors can feel confident in owning this fund due to its Leading rating and strong category position. The combination of a strong fund in a strong category suggests a high-quality investment opportunity. The fund's long-term persistence, as evidenced by its three and five-year returns, further supports its attractiveness. In conclusion, this fund is a strong choice for investors seeking exposure to the financial services sector. Its Leading PowerFunds rating, strong category position, and long-term momentum make it an attractive investment option. However, as with any investment, it's essential to consider your personal financial goals and risk tolerance before making a decision. | Leading |
| 3 | JPM Europe Strategic Value A (dist) EUR | Europe Large-Cap Value Equity | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The category it falls under is Europe Large-Cap Value Equity. This category invests in larger European companies that are considered undervalued relative to their intrinsic worth, thus offering potential for higher returns. The category is among the best, with a rating of 10, demonstrating strong long-term results. The fund itself has a rating of 8, which is good but not the best within its category. It has delivered a return of 23% over three years and 15% over five years, showcasing its long-term momentum. While its one-year performance of 28% is impressive, PowerFunds focuses mainly on longer-term results over three and five years. Recent improvement has not yet been sustained long enough to improve the overall rating. Investors in this fund can feel reassured by its Performing rating and the strength of its category. However, given the availability of funds with stronger ratings within this category, investors may wish to review whether better-rated alternatives are available. As with any investment, it's important to consider your personal financial goals and risk tolerance. | Leading |
| 4 | BlackRock US Dynamic D Inc | US Large-Cap Blend Equity | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. The category it falls under is US Large-Cap Blend Equity, which invests in larger American companies that exhibit a mix of growth and value characteristics. This category is rated 10, making it one of the best categories available. The fund itself also holds a rating of 10, which is the highest possible rating for a fund within this category and significantly outperforms the returns of an index fund. The fund's long-term momentum is impressive, with returns of 22% over three years and 15% over five years. These results demonstrate consistent and sustained performance, which aligns with PowerFunds' emphasis on long-term persistence. Investors in this fund can feel confident knowing they own a top-performing fund in a strong category. The Leading rating indicates that both the category and the fund have shown strong long-term results. This fund is not only outperforming its peers but also contributing positively to a category that is among the best in the market. In conclusion, this fund's Leading rating is a clear positive. It reflects a strong fund in a strong category, delivering solid long-term results. Given its consistent performance and the strength of its category, investors can feel comfortable owning this fund. | Leading |
| 5 | Xtrackers MSCI Taiwan ETF 1C | Taiwan Large-Cap Equity | This fund has a Leading PowerFunds rating, placing it among the stronger funds we monitor. The category it falls under is Taiwan Large-Cap Equity, which invests in larger companies based in Taiwan. This category is rated 10, making it one of the best categories monitored by PowerFunds. The fund itself has a rating of 7, which is comparable to the performance of many index funds. This means that while it may not outperform the market consistently, it is still delivering solid returns. Over the past five years, the fund has returned 22%, which is a strong result given the category's strength. Long-term persistence is a key factor in PowerFunds' ratings, and this fund has demonstrated that. Its three-year return of 46% further supports its Leading rating. While its one-year return of 88% is impressive, PowerFunds primarily focuses on three-year and five-year results. Investors in this fund can feel comfortable knowing that they own a Leading fund in a Leading category. This combination of category strength and fund strength is a positive sign for long-term investment success. However, as with any investment, it's important to consider your own financial goals and risk tolerance. In conclusion, this fund's Leading rating is a clear indication of its strong long-term performance and its position among the top funds in the Taiwan Large-Cap Equity category. Its consistency and solid returns make it a reassuring choice for investors seeking exposure to larger Taiwanese companies. | Leading |
| 6 | Franklin FTSE Korea UCITS ETF | Korea Equity | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. The fund falls under the Korea Equity category, which invests in companies based in South Korea. The Korea Equity category is among the best categories, with a rating of 10. This strong category ranking is significant because it means that the fund operates in a sector that has consistently demonstrated strong long-term results. The fund itself has a rating of 10, which is the highest possible rating and significantly outperforms an index fund in the same category. This indicates that the fund's active management has added substantial value over time. In terms of returns, the fund has delivered 48% over three years and 19% over five years, demonstrating strong long-term momentum. Investors should feel comfortable owning this fund due to its Leading rating, its position in a strong category, and its consistent long-term performance. This fund is not just keeping pace with its peers; it is outperforming them significantly. As such, it is a strong choice for investors looking for exposure to the Korean market. In conclusion, this fund's Leading PowerFunds rating is a clear indication of its strength. Its position in the strong Korea Equity category and its consistent long-term performance make it an attractive choice for investors. The fund's active management has added significant value, making it a better choice than a passive index fund in the same category. | Performing |
| 7 | Nomura Fds Japan Strategic Value R JPY | Japan Large-Cap Value Equity | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The fund falls within the Japan Large-Cap Value Equity category, which invests in larger Japanese companies that are considered undervalued relative to their intrinsic worth. The category is among the best, with a rating of 10, indicating strong long-term results and attractive investment prospects. The fund itself has a rating of 8, which is good but not the best within its category. This actively managed fund has delivered strong returns over the long term, with a 26% return over three years and a 22% return over five years. While the one-year return of 30% is impressive, PowerFunds primarily focuses on longer-term results, and this recent performance has not yet been sustained long enough to improve the overall rating. Investors can feel reassured by this fund's Performing rating and its position within a highly rated category. However, it's important to remember that a strong fund in a weak category would not be viewed as positively. In this case, the fund's strength is bolstered by the category's strength, making it an attractive investment option. While no investment is without risk, this fund's solid long-term results and its position within a strong category make it a comfortable choice for many investors. It's always worth reviewing investment choices periodically, but this fund's Performing rating suggests that it remains a competitive option relative to alternatives in the market. | Performing |
| 8 | HSBC Islamic Global Equity Index AD | Islamic Global Equity · Index | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The category in which this fund is invested is Islamic Global Equity. This category invests in global equities that adhere to Islamic principles, such as avoiding interest-based income and certain industries like alcohol, tobacco, and gambling. The category is among the best categories monitored by PowerFunds, with a rating of 10, which reflects its strong long-term performance and potential for future growth. The fund itself is an index fund, which means it tracks a market index rather than relying on active stock selection. As an index fund, it aims to replicate the performance of the index it tracks, in this case, an Islamic global equity index. The fund has a rating of 8, which is good but not the best among similar funds in the category. This rating reflects the fund's strong long-term performance, with returns of 23% over three years and 13% over five years. The fund's long-term momentum is positive, with consistent performance over the past three and five years. This momentum, combined with the fund's above-average position within its category, suggests that it is a strong option for investors seeking exposure to Islamic global equities. Investors should feel comfortable owning this fund, given its solid long-term results and above-average position within its category. The Performing rating indicates that the fund has delivered consistent results over the long term and is a strong option among similar funds in the Islamic Global Equity category. In conclusion, this fund has a Performing PowerFunds rating, is an index fund that tracks an Islamic global equity index, and has demonstrated strong long-term results. Its above-average position within its category, which is among the best categories monitored by PowerFunds, further strengthens its appeal. Investors seeking exposure to Islamic global equities should consider this fund as a strong option for their portfolio. | Performing |
| 9 | PIMCO GIS MLP & Engy Infr Ins USD Acc | Sector Equity Energy | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The fund falls under the category of Sector Equity Energy, which invests in companies within the energy sector. This category is among the best, with a PowerFunds rating of 10, indicating strong long-term performance and attractive prospects. The fund itself has a rating of 8, which is good but not the best within its category. However, its strong long-term momentum, with returns of 24% over three years and 23% over five years, suggests it is a solid choice for investors interested in the energy sector. Investors should feel reassured by this fund's Performing rating and its strong category position. While it is not the top-rated fund in its category, its solid long-term performance and above-average ranking compared to similar funds make it a reliable choice. The strength of the energy sector, as evidenced by its category rating, further bolsters the fund's attractiveness. In conclusion, this fund is a strong option for those interested in the energy sector. Its Performing rating, solid long-term results, and attractive category position make it a reliable choice for long-term investors. | Performing |
| 10 | VanEck Space Innovators ETF A USD Acc | Sector Equity Industrial Materials | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. It falls under the category of Sector Equity Industrial Materials, which invests in companies that produce raw materials used in manufacturing, such as metals, chemicals, and paper. This category is among the best, with a PowerFunds rating of 10, indicating strong long-term results. The fund's strength is evident in its top-tier rating of 10, significantly outperforming an index fund in the same category. Over the long term, the fund has delivered impressive results, with a return of 55% over three years. However, it's important to note that the fund's five-year return is 0%, which may be a concern for some investors. This dip in performance could be due to market conditions or the fund manager's strategy, and it's worth investigating the reasons behind it. Investors should feel confident in owning this fund due to its strong category and long-term performance. However, the five-year return is a point of concern that should be considered. The fund's Leading rating indicates that it is among the top performers in its category, but it's always important to review a fund's performance and ensure it aligns with your investment goals and risk tolerance. In conclusion, this fund is a strong choice for investors interested in the Industrial Materials sector. Its Leading rating and strong long-term performance make it an attractive option, despite the dip in five-year returns. As with any investment, it's important to consider your personal financial goals and risk tolerance before making a decision. | Performing |
| 11 | iShares S&P 500 Comm Sect ETF USD Acc | Sector Equity Communications | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. The fund falls under the category of Sector Equity Communications, which invests in companies within the communications sector. This category is among the best categories with a rating of 10, indicating strong long-term results and a favorable investment environment. The fund's strength is evident in its long-term performance, with a rating of 10, which is the best rating a fund can achieve in this category, even outperforming the average index fund. Over the past five years, the fund has delivered a return of 9%, and over three years, it has returned 24%. This strong long-term momentum demonstrates the fund's ability to consistently outperform its peers and the broader market. Investors should feel comfortable owning this fund given its Leading rating and strong category position. Both the category and the fund have demonstrated strong long-term results, making this a compelling investment opportunity. The fund's long-term persistence and strong performance indicate that it is well-managed and positioned to continue delivering strong results. In summary, this fund has a Leading PowerFunds rating, making it one of the strongest funds in the Sector Equity Communications category. Both the category and the fund have demonstrated strong long-term results, making this a compelling investment opportunity for long-term investors. The fund's strong performance and long-term momentum make it an attractive option for investors seeking exposure to the communications sector. | Performing |
| 12 | Jupiter Asian Income U1 GBP Acc | Asia-Pacific ex-Japan Equity Income | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. The fund falls into the Asia-Pacific ex-Japan Equity Income category, which invests in income-generating companies across Asia excluding Japan. This category is among the best categories we monitor, with a PowerFunds rating of 10. The fund's strength is evident in its long-term performance. It has achieved a return of 26% over three years and 17% over five years, outperforming the majority of funds in its category. This strong performance has been consistent, demonstrating a high degree of persistence. Investors should feel comfortable owning this fund due to its strong category and fund strength. The Asia-Pacific ex-Japan region offers a diverse range of opportunities, and the income focus of this fund can provide a steady stream of returns. The fund's Leading rating indicates that it has consistently delivered strong results and is among the top performers in its category. Investors should care about this rating because it indicates that the fund is a high-quality option in a strong category. Staying in a strong fund can help to protect and grow your investments over the long term. While past performance is not a guarantee of future results, a fund's long-term track record can be a useful indicator of its quality. In conclusion, this fund is a strong option for investors seeking exposure to income-generating companies in the Asia-Pacific region. Its Leading rating and strong long-term performance make it an attractive choice in a strong category. | Performing |
| 13 | HSBC Pacific Index Retail Acc | Asia-Pacific ex-Japan Equity · Index | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor in the Asia-Pacific ex-Japan Equity category. This category invests in companies across Asia, excluding Japan, and is currently rated as one of the best categories available, with a PowerFunds rating of 10. The fund is an index fund, which means it tracks a market index rather than relying on active stock selection. Despite this, it has achieved a rating of 10, which is the best rating a fund can achieve in this category, and significantly outperforms the average index fund in this space. In terms of long-term momentum, the fund has returned 30% over the past three years and 16% over the past five years. These strong, consistent returns have contributed to its Leading PowerFunds rating. Investors should feel comfortable owning this fund due to its strong performance and category strength. The Leading rating indicates that both the category and the fund have demonstrated strong long-term results. In summary, this fund is a Leading option in a strong category. Its long-term momentum is impressive, and its status as an index fund does not detract from its performance. Investors should consider this fund as a strong option for their Asia-Pacific ex-Japan equity exposure. | Performing |
| 14 | Franklin FTSE Asia ex China ex Japan ETF | Asia ex-Japan Equity | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds in the Asia ex-Japan Equity category. This category invests in companies across Asia, excluding Japan, and is considered one of the best categories with a rating of 10. The strength of the category matters because it indicates a favorable investment environment and higher potential for growth. The fund itself is actively managed and has achieved the highest possible rating of 10 within its category, outperforming even index funds that track this market. This fund has delivered returns of 28% over three years and 14% over five years, demonstrating strong long-term momentum. Investors should feel reassured by this Performing rating. It suggests that the fund has consistently delivered strong results and is a solid choice within its category. However, it's always important to remember that past performance is not a guarantee of future results, and all investments carry risk. In conclusion, this fund is a strong performer in a strong category, making it an attractive option for investors seeking exposure to Asian markets outside of Japan. Its solid long-term results and above-average position among similar funds make it a fund that investors can feel comfortable owning. | Performing |
| 15 | Fidelity FAST Emerging Markets Y-ACC-USD | Global Emerging Markets Equity | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The category in which this fund operates is Global Emerging Markets Equity, which refers to investing in companies based in emerging markets around the world. This category is considered one of the best, with a PowerFunds rating of 10. The fund itself has a rating of 9, which is good but not the best in its category. Despite not being the top-rated fund, it has shown strong long-term momentum. Over the past five years, the fund has returned 12%, outperforming the category average. Over the past three years, the fund has returned 37%, also outperforming the category average. Investors may find comfort in the fact that this fund is in a strong category and has demonstrated solid long-term results. However, it is important to remember that PowerFunds ratings are not investment advice. Instead, they are designed to help investors understand the quality of the category they invest in and the quality of the fund they currently own. Given the Performing rating, investors may feel comfortable with their current investment. However, it is always prudent to review one's investments periodically to ensure they continue to align with personal financial goals and risk tolerance. In summary, this fund has a Performing PowerFunds rating, operates in the strong Global Emerging Markets Equity category, and has demonstrated solid long-term results. While it is not the top-rated fund in its category, its long-term momentum is strong. Investors may find comfort in this fund's performance, but as always, should review their investments regularly to ensure they continue to meet their financial goals. | Performing |
| 16 | CQS Natural Resources G&I plc | Sector Equity Natural Resources | This fund has a Leading PowerFunds rating, placing it among the strongest funds we monitor. It falls under the Sector Equity Natural Resources category, which invests in companies operating within the natural resources sector, such as mining, energy, and forestry. This category is among the best, with a rating of 10, reflecting its strong historical performance and attractive prospects. The fund itself also boasts a rating of 10, the highest possible rating, indicating that it significantly outperforms both its category average and the relevant index fund. Over the long term, the fund has returned 31% over three years and 24% over five years, demonstrating consistent and robust performance. Investors should feel confident in owning this fund given its exceptional performance and the strength of its category. The Leading rating indicates that this fund is among the top performers in the market and has a strong track record of delivering results. However, as with all investments, it's essential to remember that past performance is not a guarantee of future results. Investors should always consider their personal financial situation, risk tolerance, and investment horizon before making any investment decisions. In conclusion, this fund is a strong choice for investors looking to gain exposure to the natural resources sector. Its Leading rating and exceptional long-term performance make it an attractive option, and investors can feel confident that they are investing in a high-quality fund within a strong category. | Performing |
| 17 | HSBC Multi Factor Worldwide Eq ETF | Global Large-Cap Blend Equity | This fund has a Performing PowerFunds rating, indicating solid long-term results and an above-average position compared with similar funds. The fund falls under the Global Large-Cap Blend Equity category, which invests in large companies from around the world. While the category is not the strongest, with a rating of 9, it is still a solid choice among the various categories available. The fund itself has a rating of 9, which is good but not the best. This actively managed fund has delivered strong returns over the long term, with a 12% return over five years. This consistent performance demonstrates the fund's ability to generate returns, even though it is not the top performer in its category. The rating matters to investors because it helps them understand the quality of the category they invest in and the quality of the fund they currently own. A Performing rating is positive and reassuring, indicating that the fund is delivering solid results and is above average compared with similar funds. Investors can feel comfortable owning this fund, knowing that it has a strong track record of delivering returns over the long term. However, as with any investment, it is always important to review your investments regularly to ensure they continue to meet your financial goals. While there are stronger alternatives available in better categories, this fund's Performing rating and solid long-term returns make it a strong contender for inclusion in a diversified portfolio. It is important to remember that PowerFunds does not provide investment advice, but our analysis can help investors understand the quality of their current investments and make informed decisions about their portfolios. | Performing |
See the top rated fund, free
Create a free Limited account to unlock the highest rated fund of the month.
- Portfolio of the Month — 5 curated picks
- Full ratings in every category
- Continuous monitoring of your funds
- Best alternatives to your holdings
- Monthly health check by email