Investment trust screener

Investment trust screener

Fund Type Total Results: 0

What is the Fund Type section about?

Select the best funds for your research using this section of the Investment Trust Fund Screener.

Start by using AIC Sectors.

Alternatively, you can limit your search by only selecting funds on offer by a specific fund company.

Read more in our glossary

Fund Performance & Risk

Morningstar Rating™
Morningstar Analyst Rating™
Morningstar Risk (Rel to AIC)
  • Low
  • - Avg
  • Avg
  • + Avg
  • High
3 Yr Standard Deviation
  • Low
  • Moderate
  • High
Return %
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What is the Fund Performance and Risk section about?

The Morningstar Rating™ is based on a fund’s performance against a peer group of open-end funds in the same Morningstar Category, adjusting for risk and sales charges. The top 10% of each Morningstar Category receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% one star.

Morningstar Risk helps you evaluate variations in a fund's monthly returns in comparison to its AIC Sector, The greater the variation, the larger the risk score. You can also use standard deviation to screen by fund volatility.

Use the return screens to find funds that have outperformed their sector average or a specific return threshold.

Read more in our glossary

Fund Fees and Purchase Details

Max Total Expense Ratio
  • 0.00
  • 0.50
  • 1.00
  • 1.50
  • 2.00
What is the Fund Fees and Purchase Details section about?

Fund costs can negatively impact the performance of your funds. Total Expense Ratio is the percentage of fund assets paid out for operating expenses, management and administrative fees, as well as all other asset-based costs incurred by the fund. Fund expenses are reflected in a fund's NAV or bid and offer price.

Read more in our glossary

Total Results: 0
AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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