The world of finance is ever-evolving, and staying updated is crucial for investors. But here's a twist: the format of your trusted investment data PDFs has changed! January 2026 brings a new look to your financial resources.
Access the updated data pages in PDF format by clicking the links below. These PDFs contain valuable information about funds, investment trusts, and ETFs, but with a fresh layout.
Investment Funds Alphabetical:
https://media-prod.ii.co.uk/s3fs-public/pdfs/Full_list%20of%20fund%20data%20to%2031%20December%202025.pdf?VersionId=Q4xMmIoAKdxEhIUmyoAB9Bs9YPFHpZng
Investment Trusts:
https://media-prod.ii.co.uk/s3fs-public/pdfs/Investment%20Trust%20data%20to%201%20January%202026.pdf?VersionId=UtFyat3XzED9o.6oWKOjwlr7qcB.ASoL
Exchange-Traded Products (ETPs):
https://media-prod.ii.co.uk/s3fs-public/pdfs/ETF%20data%20to%2031%20January%202025.pdf?VersionId=3Rc.rlQSuC6vmg320DkvV6ZZxFyJbQBv
This data, sourced from Morningstar, will be published mid-month but will reflect the start of the month's performance. And here's a bonus: you can still access the top-performing funds, trusts, and ETFs from previous years.
Top Investment Funds:
https://www.ii.co.uk/funds/top-investment-funds
Top Investment Trusts:
https://www.ii.co.uk/investment-trusts/top-trusts
Top ETFs:
https://www.ii.co.uk/etfs/top-etfs
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For a comprehensive financial journey, explore the interactive investor news hub for insights on collective investing, retirement planning, and more: https://www.ii.co.uk/stock-market-news
Data Details:
- Fund Data: Total return data, including reinvested dividends, is provided by Morningstar up to 1 January. Annualized returns are shown for three and seven years, offering a long-term perspective.
- Investment Trust Data: Similar to fund data, share price total return information is available, showcasing the impact of reinvested dividends.
- ETF Data: Total return data is presented, with a focus on the most popular ETPs listed on the London Stock Exchange. The selection may vary monthly, ensuring you stay up-to-date with market trends.
Disclaimer: interactive investor provides this data, sourced from Morningstar, without assuming responsibility for any inaccuracies. Each fund carries unique risks, so investors should carefully consider their choices. These articles are for informational purposes, and any buy/sell opinions are not personalized recommendations. Always assess your financial situation and objectives before making investment decisions.
Full Performance Details: Dive into the interactive investor website to explore the complete performance history of companies and indexes mentioned. Simply click on the highlighted names for a comprehensive overview.
