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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.
Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.
Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.
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.
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.
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.
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.
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.
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 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.
Click on the icons for more information on each filter
1 year at least
3 year at least
5 year at least
up toat leastexactly
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.
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.
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.
1 Year3 Years5 Years
For Sale In
AllAndorraArgentinaAustraliaAustriaBurundiBelgiumBangladeshBulgariaBahrainBahamasBermudaBrazilBarbadosBrunei DarussalamBhutanCanadaCroatiaChannel IslandsChileChinaColombiaComorosCosta RicaCayman IslandsCyprusCzech RepublicDenmarkEcuadorEgyptEstoniaEuropean Economic CommunityFinlandFranceGermanyGibraltarGreeceGuernseyHong KongHungaryIndonesiaIndiaIsle of ManIrelandIran - Islamic Republic OfIraqIcelandIsraelItalyJordanJapanKuwaitLebanonLiechtensteinLuxembourgMoroccoMonacoMadagascarMexicoMaltaMauritiusMalaysiaNamibiaNigeriaNetherlandsNorwayNetherlands AntillesNew ZealandOmanPakistanPanamaPeruPhilippinesPeoples Dem. Republic Of LaosPolandPuerto RicoDem. Peoples Republic Of KoreaPortugalParaguayQatarRomaniaRussian FederationSaudi ArabiaSingaporeSlovakiaSloveniaSpainSri LankaSwitzerlandSwedenSyrian Arab RepublicThailandTunisiaTaiwan - Province Of ChinaUnited Republic Of TanzaniaUnited Arab EmiratesUkraineUruguayUnited StatesUnited KingdomVenezuelaVirgin Islands - BritishVirgin Islands - U.S.Viet NamVanuatuNot Yet AssignedYemenSouth AfricaZambiaZimbabwe
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.
LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund
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13:00 | Monday, January 20, 2014
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