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You can restrict your search to funds which are domiciled in a specific country, which may have implications for their tax status.

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Selecting a geography allows you to choose funds which invest in a specific geographical region, or regions if you select more than one. The geography does not necessarily reflect the domicile of the fund, where it is legally based.

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Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Passive Fund Rating

FE Passive Fund Rating

FE’s way of measuring how successful funds have been in replicating their chosen benchmarks, based predominantly on tracking difference and tracking error. Funds are given between one and five Passive Crowns – five being the highest.

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All Replication Methods

Replication Method

A passive fund can have one of the following replication methods:

Full Replication: A fund that employs full replication will buy every stock or share in the underlying index in order to exactly mimic its makeup. This is theoretically the most reliable way to replicate an index, however it employs a large amount of trading and therefore can take a lot of time, effort and expense to achieve. Due to this it is most suited for large liquid markets which have a manageable amount of companies.

Partial/Sampling: A fund that employs this method of replication buy a representative sample of the index’s holdings, rather than all the constituents. This is well suited to indices which include a large number of holdings for instance the MSCI World or where some companies are too illiquid to hold. The advantages are that transaction costs are kept lower, however because the fund’s holdings will differ from the index, tracking error is likely to be higher.

Synthetic Replication: A fund that employs this method will aim to replicate the index through the use of derivatives. This is typically achieved through the purchase of a swap contract usually from an investment bank (the counterparty) who agrees to pay the return of the index to the fund. Theoretically this means the tracking error should be zero. The risk is that the counterparty may be unable to honour its contract and the fund fails. To counteract this some counterparties post collateral to minimise this risk.

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Benchmark

An index against which funds are compared.

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Sectors

You can narrow your search by peer groups of funds which are grouped together in sectors, based on similar investment strategies and objectives. Sectors may be defined by an industry body, like the IA, or by FE – which has its own custom sectors.

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

Ratio

Volatility
 

Volatility

Volatility is a measure of risk which shows how the returns of a fund fluctuate relative to its average returns. The more returns fluctuate, the more likely you are to buy or sell during a peak or trough, so more volatile funds tend to be considered a riskier bet.

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Sharpe Ratio
 

Sharpe Ratio

Sharpe Ratio is a measure which shows how much a fund has returned over and above the returns available from a risk free investment, ultimately showing you how much a fund has returned ‘per unit of risk’ taken.

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Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Additional information

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For Sale In

Fund performance league table: 973 funds

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973 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
1[+]SSGA SPDR Industrial Select SectorState Street Global AdvisorsFull Physical Replication-n/a
2[+]SSGA SPDR S&P BiotechState Street Global AdvisorsSampled Physical ReplicationS&P Biotechnology Select Industryn/a
3[+]SSGA SPDR Health Care Select SectorState Street Global AdvisorsFull Physical ReplicationS&P 500 Health Care (Sector)n/a
4[+]SSGA SPDR S&P International Industrial SectorState Street Global AdvisorsSampled Physical Replication-n/a
5[+]SSGA SPDR S&P Metals and MiningState Street Global AdvisorsSampled Physical ReplicationS&P Metals and Mining Select Industryn/a
6[+]SSGA SPDR S&P International Materials SectorState Street Global AdvisorsSampled Physical Replication-n/a
7[+]SSGA SPDR Materials Select SectorState Street Global AdvisorsFull Physical Replication-n/a
8[+]SSGA SPDR S&P PharmaceuticalsState Street Global AdvisorsSampled Physical ReplicationS&P Pharmaceuticals Select Industryn/a
9[+]SSGA SPDR S&P Mortgage FinanceState Street Global AdvisorsSampled Physical ReplicationS&P Mortgage Finance Select Industryn/a
10[+]SSGA SPDR S&P Capital MarketsState Street Global AdvisorsSampled Physical ReplicationS&P Capital Markets Select Industryn/a
11[+]Vanguard Short Term Inflation Protected SecuritiesVanguardSampled Physical Replication-n/a
12[+]SSGA SPDR S&P Regional BankingState Street Global AdvisorsSampled Physical ReplicationS&P Regional Banks Select Industryn/a
13[+]SSGA SPDR S&P International Health Care SectorState Street Global AdvisorsSampled Physical Replication-n/a
14[+]SSGA SPDR S&P InsuranceState Street Global AdvisorsSampled Physical ReplicationS&P Insurance Select Industryn/a
15[+]SSGA SPDR Financial Select SectorState Street Global AdvisorsFull Physical Replication-n/a
16[+]iShares Core MSCI Total International StockBlackRock Fund AdvisorsSampled Physical ReplicationMSCI ACWI ex USA IMIn/a
17[+]iShares Core MSCI Emerging MarketsBlackRock Fund AdvisorsSampled Physical ReplicationMSCI Emerging Markets IMIn/a
18[+]iShares Core MSCI EAFEBlackRock Fund AdvisorsSampled Physical ReplicationMSCI EAFE IMIn/a
19[+]ProShares Ultrapro FinancialsUS ProSharesSynthetic Replication-n/a
20[+]Market Vectors Preferred Securities ex FinancialsVan Eck GlobalFull Physical Replication-n/a
21[+]ProShares German Sovereign/Sub-SovereignUS ProShares--n/a
22[+]ProShares Ultrapro Short FinancialsUS ProSharesSynthetic Replication-n/a
23[+]SSGA SPDR S&P International Consumer Staples SectorState Street Global AdvisorsSampled Physical Replication-n/a
24[+]SSGA SPDR Technology Select SectorState Street Global AdvisorsFull Physical Replication-n/a
25[+]SSGA SPDR Morgan Stanley TechnologyState Street Global AdvisorsSampled Physical Replication-n/a
26[+]SSGA SPDR S&P International Technology SectorState Street Global AdvisorsSampled Physical Replication-n/a
27[+]SSGA SPDR S&P SemiconductorState Street Global AdvisorsSampled Physical ReplicationS&P Semiconductors Select Industryn/a
28[+]SSGA SPDR S&P International Utilities SectorState Street Global AdvisorsSampled Physical Replication-n/a
29[+]SSGA SPDR Utilities Select SectorState Street Global AdvisorsFull Physical Replication-n/a
30[+]SSGA SPDR S&P International Telecommunications SectorState Street Global AdvisorsSampled Physical Replication-n/a
31[+]SSGA SPDR Nuveen Barclays Capital Municipal BondState Street Global AdvisorsSampled Physical Replication-n/a
32[+]SSGA SPDR Barclays Capital TIPSState Street Global AdvisorsSampled Physical Replication-n/a
33[+]SSGA SPDR DB International Government Inflation-Protected BondState Street Global AdvisorsSampled Physical Replication-n/a
34[+]SSGA SPDR Nuveen Barclays Capital Short Term Municipal BondState Street Global AdvisorsSampled Physical Replication-n/a
35[+]SSGA SPDR Barclays Capital International Treasury BondState Street Global AdvisorsSampled Physical Replication-n/a
36[+]SSGA SPDR Nuveen Barclays Capital New York Municipal BondState Street Global AdvisorsSampled Physical Replication-n/a
37[+]SSGA SPDR Nuveen S&P VRDO Municipal BondState Street Global AdvisorsSampled Physical Replication-n/a
38[+]SSGA SPDR Barclays Capital High Yield BondState Street Global AdvisorsSampled Physical Replication-n/a
39[+]SSGA SPDR Barclays Capital Intermediate Term TreasuryState Street Global AdvisorsSampled Physical Replication-n/a
40[+]SSGA SPDR Barclays Capital 1-3 Month T-BillState Street Global AdvisorsSampled Physical Replication-n/a
41[+]SSGA SPDR Dow Jones International Real EstateState Street Global AdvisorsSampled Physical ReplicationDow Jones Global ex US Select Real Estate Securitiesn/a
42[+]SSGA SPDR Barclays Capital Intermediate Term Corporate BondState Street Global AdvisorsSampled Physical Replication-n/a
43[+]SSGA SPDR Barclays Capital Aggregate BondState Street Global AdvisorsSampled Physical ReplicationBarclays US Aggregaten/a
44[+]SSGA SPDR Barclays Capital Long Term Corporate BondState Street Global AdvisorsSampled Physical Replication-n/a
45[+]SSGA SPDR Barclays Capital Long Term TreasuryState Street Global AdvisorsSampled Physical Replication-n/a
46[+]SSGA SPDR EURO Stoxx 50State Street Global AdvisorsSampled Physical ReplicationEuro Stoxx 50n/a
47[+]SSGA SPDR Russell/Nomura Prime JapanState Street Global AdvisorsSampled Physical Replication-n/a
48[+]SSGA SPDR Russell/Nomura Small Cap JapanState Street Global AdvisorsSampled Physical Replication-n/a
49[+]SSGA SPDR S&P Emerging EuropeState Street Global AdvisorsSampled Physical Replication-n/a
50[+]SSGA SPDR Wells Fargo Preferred StockState Street Global AdvisorsSampled Physical Replication-n/a
51[+]SSGA SPDR S&P Emerging Middle East & AfricaState Street Global AdvisorsSampled Physical Replication-n/a
52[+]SSGA SPDR S&P Emerging Latin AmericaState Street Global AdvisorsSampled Physical Replication-n/a
53[+]SSGA SPDR S&P Emerging Asia PacificState Street Global AdvisorsSampled Physical Replication-n/a
54[+]SSGA SPDR Barclays Capital Convertible BondState Street Global AdvisorsSampled Physical Replication-n/a
55[+]SSGA SPDR Barclays Capital Mortgage Backed BondState Street Global AdvisorsSampled Physical Replication-n/a
56[+]SSGA SPDR Barclays Capital Short Term International Treasury BondState Street Global AdvisorsSampled Physical Replication-n/a
57[+]SSGA SPDR S&P DividendState Street Global AdvisorsSampled Physical ReplicationS&P High Yield Dividend Aristocratsn/a
58[+]SSGA SPDR S&P ChinaState Street Global AdvisorsSampled Physical Replication-n/a
59[+]SSGA SPDR Dow Jones Industrial Average ETFState Street Global AdvisorsFull Physical ReplicationDow Jones I.A.n/a
60[+]SSGA SPDR Russell 3000 ETFState Street Global AdvisorsSampled Physical ReplicationRussell 3000n/a
61[+]First Trust Asia Pacific Ex-Japan AlphaDEXFirst Trust--n/a
62[+]Market Vectors Junior Gold MinersVan Eck Global-MV Global Junior Gold Minersn/a
63[+]Global X Top Guru Holdings IndexGlobal X Funds--n/a
64[+]Market Vectors IndonesiaVan Eck Global-MV Indonesian/a
65[+]iShares S&P India Nifty 50 IndexBlackRock Fund Advisors--n/a
66[+]Vanguard High Dividend YieldVanguard--n/a
67[+]Vanguard Dividend AppreciationVanguard--n/a
68[+]Market Vectors PolandVan Eck Global--n/a
69[+]Market Vectors Brazil Small Cap IndexVan Eck Global-MV Brazil Small-Capn/a
70[+]Market Vectors Solar EnergyVan Eck Global-MV Global Solar Energyn/a
71[+]Market Vectors GamingVan Eck Global-MV Colombian/a
72[+]Market Vectors CoalVan Eck Global--n/a
73[+]Market Vectors RVE Hard Assets ProducersVan Eck Global--n/a
74[+]Market Vectors VietnamVan Eck Global-MV Vietnamn/a
75[+]Market Vectors Gulf StatesVan Eck Global-MV GDP GCCn/a

Price total return performance figures are calculated on a mid price to mid price basis. Performance figures are shown in fund’s native currency unless otherwise specified with gross income (dividends) reinvested.