| Name | Morningstar Analyst Rating 2020 | Morningstar Analyst Rating 2021 | 2021 Return (%) | 5-Year Annualised Return (%) |
|---|---|---|---|---|
| JPM US Equity Income | Gold | Silver | 19.16 | 11.04 |
| HSBC FTSE All-World Index Instl | Gold | Silver | 13.51 | 12.72 |
| HSBC Japan Index Retail | Gold | Silver | 0.54 | 7.19 |
| M&G Global Dividend GBP | Silver | Bronze | 8.43 | 10.82 |
| L&G EM Govt Bond US$ Index | Silver | Bronze | −3.28 | 1.47 |
| L&G All Stocks Gilt Index | Silver | Bronze | −2.23 | 1.80 |
| Fidelity Index World | Silver | Bronze | 15.88 | 13.12 |
| Artemis UK Smaller Companies | Silver | Bronze | 30.67 | 11.24 |
| Invesco Corporate Bond UK | Silver | Bronze | −0.11 | 3.10 |
| Fidelity Index UK | Silver | Bronze | 14.05 | 5.40 |
