Capital Advisors runs 7 funds available to UK investors on Funds Benchmark. The book is concentrated in Bond (4 funds), Equity (3 funds). Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
US14020V1089
|
— | — | — |
| 2 |
Bond
US14020Y3009
|
— | — | — |
| 3 |
Bond
US14020Y2019
|
— | — | — |
| 4 |
Bond
US14020Y4098
|
— | — | — |
| 5 |
Bond
US14020Y1029
|
— | — | — |
| 6 |
Equity
US14019W1099
|
— | — | — |
| 7 |
Equity
US14020X1046
|
— | — | — |
Capital Advisors has 7 funds covered by Funds Benchmark across Bond, Equity.
See every Capital Advisors fund in one place, then pick up to 5 to compare on performance, holdings and fees.
Every Capital Advisors fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
We list 7 Capital Advisors funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Capital Advisors's largest exposure is in Bond alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Capital Advisors fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
OCF data isn't currently available across the full Capital Advisors range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Capital Advisors fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.
