Tobam Funds

Manager
+12.0%

£50.2M combined fund size · 1 asset classes · average OCF 0.80%.

How Tobam 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
3
Fund size (GBP)
£50.2M
Asset classes
1
Average ongoing charge
0.80%

Tobam funds are covered on Funds Benchmark, with £50.2M 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 0.80%. 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 Tobam funds in Find Funds or browse all Tobam funds.

Asset class mix

What Tobam funds are made of.
100.0%
Equity
  • Equity100.0%
Equity is the largest at 100.0%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 3 funds · 100.0% of assets +12.0% ▲ Average 1Y return

Largest Tobam funds

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

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

Tobam 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.

Tobam 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
Tobam Anti-Benchmark Japan Equity FundLU1444496738 ▲ +12.0% £11.9M
Tobam Maximum Diversification World Equity Protected Z3 CapitalisationLU2401606764 n/a £38.3M
ZO China New Energy FundLU2633352104 n/a n/a

Categories

Number of Tobam funds in each FE sector.
Global1
Japan1

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 Tobam funds (3)

Equity (3)

Compare Tobam funds side by side

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

Compare Tobam funds

About Tobam

Where can I find Tobam fund prices and factsheets?

Every Tobam 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 Tobam funds does Funds Benchmark cover?

Funds Benchmark covers the Tobam 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 Tobam cover?

Tobam'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 Tobam funds rated against peers?

Open any Tobam 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 Tobam funds?

Across the funds we cover, the average ongoing charge (OCF) is 0.80%. Individual share classes vary, so check the OCF on each fund's page.

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

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