To continue using this website, please tell us a
little about yourself:

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

Close x
0 270

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: 2532 funds

Create a custom tab
Create a custom tab
2532 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
526[+]Scottish Widows GTAA 4Scottish Wid UT Mgr Limited
67
100.000.00n/an/an/a
527[+]Scottish Widows GTAA 1Scottish Wid UT Mgr Limited
n/a
102.100.004.0n/an/a
528[+]Scottish Widows Global Select Growth A AccScottish Wid UT Mgr Limited
85
564.400.20-13.019.236.7
529[+]Scottish Widows Global Growth A AccScottish Wid UT Mgr Limited
80
106.900.40-2.924.645.7
530[+]Scottish Widows Gilt A AccScottish Wid UT Mgr Limited
44
247.500.805.03.519.2
531[+]Scottish Widows European Select Growth A AccScottish Wid UT Mgr Limited
89
1,733.001.00-3.822.727.2
532[+]Scottish Widows European Growth A AccScottish Wid UT Mgr Limited
95
441.201.00-1.132.130.2
533[+]Scottish Widows Ethical A AccScottish Wid UT Mgr Limited
79
123.001.00-2.825.925.1
534[+]Scottish Widows Environmental Investor A AccScottish Wid UT Mgr Limited
84
234.601.50-0.633.535.4
535[+]Scottish Widows Emerging Markets A AccScottish Wid UT Mgr Limited
111
120.100.80-20.8-11.3-15.9
536[+]Scottish Widows Dynamic Solution A AccScottish Wid UT Mgr Limited
69
159.201.20-1.823.439.1
537[+]Scottish Widows Dynamic Income A AccScottish Wid UT Mgr Limited
36
200.502.10-1.712.725.6
538[+]Scottish Widows Diversified PortfolioScottish Wid UT Mgr Limited
37
144.500.50-2.48.515.5
539[+]Scottish Widows Discovery Solution A AccScottish Wid UT Mgr Limited
37
144.101.70-0.117.028.6
540[+]Scottish Widows Defensive Solution A AccScottish Wid UT Mgr Limited
19
127.501.700.711.219.2
541[+]Scottish Widows Corporate Bond A AccScottish Wid UT Mgr Limited
38
277.703.401.212.825.4
542[+]Scottish Widows Cautious Solution A AccScottish Wid UT Mgr Limited
25
136.701.900.313.723.6
543[+]Scottish Widows Cautious Portfolio A IncScottish Wid UT Mgr Limited
23
131.000.701.812.824.5
544[+]Scottish Widows Cautious Growth D AccScottish Wid UT Mgr Limited
32
126.301.500.113.023.9
545[+]Scottish Widows Cash A AccScottish Wid UT Mgr Limited
1
177.500.00-0.1-0.30.1
546[+]Scottish Widows Balanced Solution A AccScottish Wid UT Mgr Limited
47
144.801.50-0.618.831.2
547[+]Scottish Widows Balanced Portfolio A AccScottish Wid UT Mgr Limited
43
168.200.501.421.535.6
548[+]Scottish Widows Balanced Growth Portfolio A AccScottish Wid UT Mgr Limited
46
167.601.50-2.513.425.1
549[+]Scottish Widows Balanced Growth D AccScottish Wid UT Mgr Limited
55
133.801.60-1.219.229.4
550[+]Scottish Widows Asset Allocator A AccScottish Wid UT Mgr Limited
46
113.700.30-3.04.39.3
551[+]Scottish Widows American Growth A AccScottish Wid UT Mgr Limited
88
1,007.000.104.342.782.4
552[+]Scottish Widows Adventurous Solution A AccScottish Wid UT Mgr Limited
74
160.400.90-1.725.240.8
553[+]Scottish Widows Adventurous Growth D AccScottish Wid UT Mgr Limited
74
140.500.80-4.322.434.0
554[+]Scottish Friendly UK GrowthScottish Friendly Assurance
90
251.300.006.351.768.5
555[+]Scottish Friendly Managed GrowthScottish Friendly Assurance
73
230.900.005.039.749.7
556[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
89
1,089.181,149.532.31-0.428.545.9
557[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
89
248.03267.323.35-4.225.945.4
558[+]Scot Mut OpportunityScottish Mutual Invest Mgmt
87
161.79170.752.241.340.948.8
559[+]Scot Mut North American AccScottish Mutual Invest Mgmt
96
1,365.441,441.100.007.246.688.1
560[+]Scot Mut International Growth AccScottish Mutual Invest Mgmt
92
580.97613.170.762.346.943.1
561[+]Scot Mut Growth AccScottish Mutual Invest Mgmt
68
173.46183.072.361.031.143.9
562[+]Scot Mut Far East AccScottish Mutual Invest Mgmt
107
491.09518.301.61-16.36.011.2
563[+]Scot Mut European AccScottish Mutual Invest Mgmt
92
1,595.861,684.281.233.245.548.2
564[+]Scot Mut CautiousScottish Mutual Invest Mgmt
35
188.68199.133.303.218.638.3
565[+]Schroder US Smaller Companies A AccSchroder UT Managers
89
1,884.001,891.000.0010.254.082.5
566[+]Schroder US Mid Cap A AccSchroder UT Managers
83
94.0194.240.0012.960.389.4
567[+]Schroder UK Smaller Companies A AccSchroder UT Managers
56
2,949.003,023.000.3314.179.2135.3
568[+]Schroder UK Real Estate GBPSchroder UT Managers
29
40.23
(GBP)
42.72
(GBP)
3.5915.041.960.0
569[+]Schroder UK Opportunities ASchroder UT Managers
93
356.801.85-4.335.581.7
570[+]Schroder UK Mid 250 A AccSchroder UT Managers
94
229.30231.600.684.066.998.3
571[+]Schroder UK Equity A AccSchroder UT Managers
91
2,110.002,125.001.76-1.038.857.7
572[+]Schroder UK Dynamic Smaller Companies ASchroder UT Managers
59
322.000.009.773.6162.1
573[+]Schroder UK Corporate Bond A IncSchroder UT Managers
29
59.124.781.312.823.7
574[+]Schroder UK Alpha Plus A AccSchroder UT Managers
93
174.30175.802.05-3.240.055.6
575[+]Schroder UK Alpha Income A IncSchroder UT Managers
90
152.204.491.740.680.1
576[+]Schroder Tokyo A AccSchroder UT Managers
97
239.40240.600.088.341.849.3
577[+]Schroder Strategic Credit A AccSchroder UT Managers
10
147.904.911.410.818.9
578[+]Schroder Strategic Bond A AccSchroder UT Managers
21
58.163.35-2.512.4n/a
579[+]Schroder Sterling Broad Market Bond Inst Gr IncSchroder UT Managers
36
114.403.646.314.533.8
580[+]Schroder Specialist Value UK Equity XSchroder UT Managers
92
144.503.47-2.345.563.5
581[+]Schroder Small Cap Discovery A AccSchroder UT Managers
88
60.441.04-11.528.6n/a
582[+]Schroder Recovery A IncSchroder UT Managers
91
9,650.009,728.001.87-6.955.168.3
583[+]Schroder QEP US Core Inst AccSchroder UT Managers
87
994.301.425.148.591.4
584[+]Schroder QEP Global Emerging Markets Z AccSchroder UT Managers
n/a
41.123.21-20.0n/an/a
585[+]Schroder QEP Global Core Inst AccSchroder UT Managers
79
303.901.940.939.262.6
586[+]Schroder QEP Global Active Value X AccSchroder UT Managers
79
92.512.94-4.934.545.7
587[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
96
282.502.66-4.435.647.0
588[+]Schroder Monthly High Income A AccSchroder UT Managers
23
112.40112.505.691.925.230.1
589[+]Schroder MM UK Growth A AccSchroder UT Managers
73
107.900.91-2.833.453.3
590[+]Schroder MM International A AccSchroder UT Managers
70
112.900.003.248.663.5
591[+]Schroder MM Diversity Tactical A AccSchroder UT Managers
46
104.900.003.133.447.6
592[+]Schroder MM Diversity Income A AccSchroder UT Managers
29
128.202.99-0.518.4n/a
593[+]Schroder MM Diversity Balanced A AccSchroder UT Managers
46
127.600.541.129.1n/a
594[+]Schroder MM Diversity A AccSchroder UT Managers
29
99.460.000.816.628.5
595[+]Schroder Mixed Distribution A AccSchroder UT Managers
43
63.135.83-1.617.1n/a
596[+]Schroder Managed Wealth Portfolio A AccSchroder UT Managers
42
203.50203.900.310.814.224.2
597[+]Schroder Managed Balanced Inst AccSchroder UT Managers
62
787.001.31-2.024.837.7
598[+]Schroder Long Dated Corporate Bond I GrSchroder UT Managers
56
253.904.465.620.141.7
599[+]Schroder Japan Alpha Plus A AccSchroder UT Managers
103
64.5364.770.00-0.818.113.3
600[+]Schroder International Bond X Gr AccSchroder UT Managers
46
117.602.30-0.11.712.7

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.