UTM IM Funds
£20.2M combined fund size · 2 asset classes.
How UTM IM 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.
UTM IM funds are covered on Funds Benchmark, with £20.2M in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds. 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 UTM IM funds in Find Funds or browse all UTM IM funds.
Asset class mix
- Bonds50.4%
- Equity49.6%
Largest UTM IM funds
Top UTM IM funds by assets under management, one share class per fund.
UTM IM 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.
UTM IM funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| UTM IM GBP Fidelity Money Builder Income EURGB0034291293 | n/a | £9.7M | |
| UTM IM USD Aberdeen Standard SICAV I World Equities USDGB00B0FLCK18 | n/a | £5.4M | |
| UTM IM GBP JPM America EquityGB0007551285 | n/a | £2.4M | |
See all fundsA free account shows the full list. | |||
| UTM IM GBP Templeton Emerging MarketsGB0002914397 | |||
| UTM IM USD Invesco Emerging Local Currencies HKDIM00B5ZNGG61 | |||
| UTM IM USD Schroder ISF US Small & Mid Cap Equity EURIM00B469D092 | |||
Categories
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 UTM IM funds (6)
Equity (4)
Bonds (2)
Compare UTM IM funds side by side
See every UTM IM fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About UTM IM
Where can I find UTM IM fund prices and factsheets?
Every UTM IM 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 UTM IM funds does Funds Benchmark cover?
Funds Benchmark covers the UTM IM 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 UTM IM cover?
UTM IM's largest group on Funds Benchmark is Equity, alongside other asset classes. 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 UTM IM funds rated against peers?
Open any UTM IM 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 UTM IM funds?
OCF data isn't currently available across the full UTM IM range. Check each fund's page for its OCF.
Where can I see UTM IM's top-performing funds?
The table on this page shows up to 30 UTM IM funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter UTM IM funds and compare them with funds from other managers by performance, fees and asset class.