Family Investment Management Funds
£424.3M combined fund size · 1 asset classes · average OCF 1.51%.
How Family Investment Management 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 composite is available for this category yet.
Family Investment Management funds are covered on Funds Benchmark, with £424.3M in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity. The average ongoing charge (OCF) across the range is 1.51%. 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 Family Investment Management funds in Find Funds or browse all Family Investment Management funds.
Asset class mix
- Equity100.0%
Largest Family Investment Management funds
Top Family Investment Management funds by assets under management, one share class per fund.
Family Investment Management holdings
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.
Family Investment Management funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Family Charities EthicalGB0005782627 | ▲ +15.0% | £424.3M |
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 Family Investment Management funds (1)
Equity (1)
Compare Family Investment Management funds side by side
See every Family Investment Management fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Family Investment Management
Where can I find Family Investment Management fund prices and factsheets?
Every Family Investment Management 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 Family Investment Management funds does Funds Benchmark cover?
Funds Benchmark covers the Family Investment Management 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.
What asset classes does Family Investment Management cover?
Family Investment Management's largest group on Funds Benchmark is Equity. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Family Investment Management funds rated against peers?
Open any Family Investment Management 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 Family Investment Management funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.51%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Family Investment Management's top-performing funds?
The table on this page shows up to 30 Family Investment Management funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Family Investment Management funds and compare them with funds from other managers by performance, fees and asset class.