Carlton Funds

Manager
n/a

1 asset classes.

How Carlton 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
1
Fund size (GBP)
n/a
Asset classes
1
Average ongoing charge
n/a

Carlton funds are covered on Funds Benchmark. 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 Carlton funds in Find Funds or browse all Carlton funds.

Asset class mix

What Carlton funds are made of.
100.0%
Unclassified by FE
  • Unclassified by FE100.0%
Unclassified by FE is the largest at 100.0%. Share by number of funds. 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 1 fund · 100.0% of assets n/areturn not available

Largest Carlton funds

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

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

Carlton 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.

Carlton 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
Carlton CARLTON TRESORERIE DYNAMIQUEFR0010481192 n/a n/a

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 Carlton funds (1)

Unclassified (1)

Compare Carlton funds side by side

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

Compare Carlton funds

About Carlton

Where can I find Carlton fund prices and factsheets?

Every Carlton 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 Carlton funds does Funds Benchmark cover?

Funds Benchmark covers the Carlton 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 Carlton funds rated against peers?

Open any Carlton 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 Carlton funds?

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

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

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