Capital Funds

Manager
n/a

£310.6B combined fund size · 1 asset classes.

How Capital funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
7
Fund size (GBP)
£310.6B
Asset classes
1
Average ongoing charge
n/a

Capital funds are covered on Funds Benchmark, with £310.6B in combined fund size, in GBP (funds that disclose size). Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Capital funds in Find Funds or browse all Capital funds.

Asset class mix

What Capital funds are made of.
100.0%
Unclassified by FE
  • Unclassified by FE100.0%
Unclassified by FE is the largest at 100.0%. Share of fund assets, funds that disclose size. FE gives no asset class for the Unclassified by FE funds.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Unclassified by FE 7 funds · 100.0% of assets n/areturn not available

Largest Capital funds

The manager's biggest funds, to open or compare.

Top Capital funds by assets under management, one share class per fund.

Capital holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Capital funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Capital Income Builder 529-T USDUS1401937644 n/a £91.4B
American Mutual 529-T USDUS0276817584 n/a £84.9B
AMCAP 529-T USDUS0233757519 n/a £73.4B
See all fundsA free account shows the full list.
New World T USDUS6492807655
Americans Tax-Aware Conservative Growth and Income Portfolio T USDUS02631T8852
Capital ICE 1-5 YEAR US CORPORATE ETF TWDTW00000860B6
Capital Multi Sector Income 529-T USDUS02631W3007

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Capital funds (7)

Unclassified (7)

Compare Capital funds side by side

See every Capital fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Capital funds

About Capital

Where can I find Capital fund prices and factsheets?

Every Capital fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Capital funds does Funds Benchmark cover?

Funds Benchmark covers the Capital funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

How are Capital funds rated against peers?

Open any Capital fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Capital funds?

OCF data isn't currently available across the full Capital range. Check each fund's page for its OCF.

Where can I see Capital's top-performing funds?

The table on this page shows up to 30 Capital funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Capital funds and compare them with funds from other managers by performance, fees and asset class.