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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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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

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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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Fund performance league table: 262 funds

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262 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
1[+]iShares FTSE EPRA/NAREIT Developed Asia IndexBlackRock Fund AdvisorsSampled Physical ReplicationFTSE EPRA/NAREIT Developed Asian/a
2[+]iShares FTSE EPRA/NAREIT Developed Europe IndexBlackRock Fund AdvisorsSampled Physical ReplicationFTSE EPRA/NAREIT Developed Europe Net TRIn/a
3[+]iShares Dow Jones U.S Real Estate IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
4[+]iShares FTSE Developed Small Cap ex-North America IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
5[+]iShares MSCI Kokusai IndexBlackRock Fund Advisors--n/a
6[+]iShares S&P Developed ex-U.S Property IndexBlackRock Fund Advisors--n/a
7[+]iShares FTSE EPRA/NAREIT North America IndexBlackRock Fund AdvisorsSampled Physical ReplicationFTSE EPRA/NAREIT North American/a
8[+]iShares MSCI EAFE Small Cap IndexBlackRock Fund AdvisorsSampled Physical ReplicationMSCI EAFE Small Capn/a
9[+]iShares Dow Jones U.S Consumer Services Sector IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones GL US Consumer Servicesn/a
10[+]iShares DJ US Energy Sector IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones GL US Oil and Gasn/a
11[+]iShares DJ US Home Construction IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones US Select Home Constructionn/a
12[+]iShares Dow Jones U.S Consumer Goods Sector IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones GL US Consumer Goodsn/a
13[+]iShares DJ US Health Care Sector IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones GL US Health Caren/a
14[+]iShares DJ US Industrial Sector IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
15[+]iShares DJ US Financial Sector IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
16[+]iShares DJ US Financial Services IndexBlackRock Fund AdvisorsSampled Physical ReplicationDow Jones GL US Financial Servicesn/a
17[+]iShares MSCI USA Value FactorBlackRock Fund Advisors--n/a
18[+]iShares MSCI Colombia CappedBlackRock Fund AdvisorsSampled Physical Replication-n/a
19[+]iShares MSCI USA Momentum FactorBlackRock Fund Advisors--n/a
20[+]iShares MSCI USA Size FactorBlackRock Fund Advisors--n/a
21[+]iShares Bond 2016 Corporate TermBlackRock Fund AdvisorsSampled Physical Replication-n/a
22[+]iShares Bond 2018 Corporate ex-Financials TermBlackRock Fund AdvisorsSampled Physical Replication-n/a
23[+]iShares 2018 AMT-Free Municipal TermBlackRock Fund AdvisorsSampled Physical Replication-n/a
24[+]iShares Bond 2016 Corporate ex-Financials TermBlackRock Fund AdvisorsSampled Physical Replication-n/a
25[+]iShares iBoxx USD Investment Grade Corporate BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
26[+]iShares S&P California AMT-Free Municipal BondBlackRock Fund Advisors--n/a
27[+]iShares FTSE EPRA/NAREIT Developed Real Estate ex-U.S IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
28[+]iShares iBoxx USD High Yield Corporate BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
29[+]iShares Enhanced US Large CapBlackRock Fund AdvisorsFull Physical Replication-n/a
30[+]iShares Enhanced US Small CapBlackRock Fund AdvisorsFull Physical Replication-n/a
31[+]iShares S&P National AMT-Free Municipal BondBlackRock Fund Advisors--n/a
32[+]iShares S&P New York AMT-Free Municipal BondBlackRock Fund Advisors--n/a
33[+]iShares Dow Jones U.S Healthcare Providers IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
34[+]iShares Morningstar Large Core IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
35[+]iShares Morningstar Large Growth IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
36[+]iShares MSCI KLD 400 Social IndexBlackRock Fund Advisors-MSCI KLD 400 Socialn/a
37[+]iShares MSCI USA ESG Select Social IndexBlackRock Fund Advisors-MSCI USA ESG Selectn/a
38[+]iShares Morningstar Mid Growth IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
39[+]iShares Morningstar Mid Value IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
40[+]iShares Morningstar Large Value IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
41[+]iShares Morningstar Mid Core IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
42[+]iShares Russell 1000 IndexBlackRock Fund Advisors-Russell 1000n/a
43[+]iShares Russell 1000 Growth IndexBlackRock Fund Advisors-Russell 1000 Growthn/a
44[+]iShares Morningstar Small Value IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
45[+]iShares Nasdaq Biotechnology IndexBlackRock Fund Advisors-Nasdaq OMX Biotech Capn/a
46[+]iShares Russell 2000 Growth IndexBlackRock Fund Advisors-Russell 2000 Growthn/a
47[+]iShares Russell 2000 Value IndexBlackRock Fund Advisors-Russell 2000n/a
48[+]iShares Russell 1000 Value IndexBlackRock Fund Advisors-Russell 1000 Valuen/a
49[+]iShares Russell 2000 IndexBlackRock Fund Advisors-Russell 2000n/a
50[+]iShares DJ US Technology Sector IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
51[+]iShares Dow Jones U.S Telecommunications Sector IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
52[+]iShares FTSE NAREIT Real Estate 50 IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
53[+]iShares FTSE NAREIT Residential Plus Capped IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
54[+]iShares Dow Jones U.S Aerospace & Defense IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
55[+]iShares Dow Jones U.S Broker-Dealers IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
56[+]iShares DJ US IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
57[+]iShares DJ Transportation Average IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
58[+]iShares DJ US Insurance IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
59[+]iShares DJ US Medical Devices IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
60[+]iShares Morningstar Small Core IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
61[+]iShares Morningstar Small Growth IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
62[+]iShares Dow Jones U.S Regional Banks IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
63[+]iShares FTSE NAREIT Mortgage Plus Capped IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
64[+]iShares Dow Jones U.S Oil Equipment & Services IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
65[+]iShares Dow Jones U.S Oil & Gas Exploration & Production IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
66[+]iShares Bond 2018 Corporate TermBlackRock Fund AdvisorsSampled Physical Replication-n/a
67[+]iShares Core Long Term US BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
68[+]iShares 2015 S&P AMT-Free Municipal SeriesBlackRock Fund AdvisorsSampled Physical Replication-n/a
69[+]iShares S&P India Nifty 50 IndexBlackRock Fund Advisors--n/a
70[+]iShares 10+ Year Credit BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
71[+]iShares MSCI Europe Financials Sector IndexBlackRock Fund AdvisorsSampled Physical ReplicationMSCI Europe/Financialsn/a
72[+]iShares MSCI Ireland Capped Investable Market IndexBlackRock Fund AdvisorsSampled Physical ReplicationMSCI Ireland IMI 25/50n/a
73[+]iShares 2016 S&P AMT-Free Municipal SeriesBlackRock Fund AdvisorsSampled Physical Replication-n/a
74[+]iShares 2017 S&P AMT-Free Municipal SeriesBlackRock Fund AdvisorsSampled Physical Replication-n/a
75[+]iShares Russell Top 200 IndexBlackRock Fund Advisors-Russell Top 200n/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.