To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

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.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

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

Close x

Asset Class

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.

Close x

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 IMA, or by FE – which has its own custom sectors.

Close x

 

0 299

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.

FE Risk Score help Close x
Unit Types

Unit Types

You can choose to filter by the type of unit you would like to view – which could be an INC unit, which pays out a regular dividend income, or an ACC unit which automatically reinvests any income.

Close x
FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

FE Crown Fund Rating help Close x
FE Adviser Fund Index

FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

FE AFI help Close x
FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

FE Alpha Manager help Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 21 funds

Create a custom tab
Create a custom tab
21 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Sarasin Alpha CIF for Endowments AccSarasin Investment Funds Ltd
67
194.703.246.941.152.6
2[+]Sarasin Alpha CIF for Income & Reserves AccSarasin Investment Funds Ltd
24
164.203.968.025.740.5
3[+]Sarasin EquiSar Global Thematic (Sterling Hedged) A AccSarasin Investment Funds Ltd
96
173.801.706.449.849.7
4[+]Sarasin EquiSar Global Thematic A AccSarasin Investment Funds Ltd
97
812.900.287.542.947.8
5[+]Sarasin EquiSar IIID A AccSarasin Investment Funds Ltd
63
132.700.921.416.819.7
6[+]Sarasin EquiSar Socially Responsible (Sterling Hedged) A AccSarasin Investment Funds Ltd
94
133.101.687.354.9n/a
7[+]Sarasin EquiSar Socially Responsible A AccSarasin Investment Funds Ltd
94
130.301.778.146.1n/a
8[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
103
139.402.46-5.032.4n/a
9[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
116
148.302.05-7.547.3n/a
10[+]Sarasin Food and Agriculture Opportunities A AccSarasin Investment Funds Ltd
81
124.601.186.725.328.5
11[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
104
128.202.93-4.535.7n/a
12[+]Sarasin Fund of Funds Global Diversified Growth A AccSarasin Investment Funds Ltd
n/a
126.600.90n/an/an/a
13[+]Sarasin Fund of Funds Global Equity A AccSarasin Investment Funds Ltd
87
140.201.006.0n/an/a
14[+]Sarasin Fund of Funds Global Growth A AccSarasin Investment Funds Ltd
n/a
126.700.65n/an/an/a
15[+]Sarasin Fund of Funds Global Strategic Growth A AccSarasin Investment Funds Ltd
49
127.601.075.9n/an/a
16[+]Sarasin Global Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
n/a
110.803.009.8n/an/a
17[+]Sarasin Global Dividend A AccSarasin Investment Funds Ltd
n/a
111.602.9910.8n/an/a
18[+]Sarasin Global Higher Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
78
181.204.2012.052.156.3
19[+]Sarasin Global Higher Dividend A Acc GBPSarasin Investment Funds Ltd
78
176.604.4112.747.056.8
20[+]Sarasin GlobalSar Strategic A AccSarasin Investment Funds Ltd
42
1,579.002.037.628.533.6
21[+]Sarasin Sterling Bond A AccSarasin Investment Funds Ltd
34
148.403.258.314.931.4

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.