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

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
Currency

Currency

You can restrict your search to those funds which are priced in a preferred currency.

Close x

 

0 622

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
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

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

Domicile

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

Close x
Include onshore funds
 

Include onshore funds?

You can compare the performance of offshore funds with their onshore counterparts by selecting this option.

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: 70 funds

Create a custom tab
70 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - AGGRESSIVE PERFORMANCE       4.728.631.3 
1[+]Allianz Oriental Income A USDAllianz Global Investors GmbH
102
USD94.9899.73n/a-5.130.426.7
2[+]Axxion Nowinta Primus GlobalAxxion S.A
92
EUR8.99n/a10.834.537.0
3[+]Barclays Adventurous Growth Portfolio USD A IncBarclays
80
USD10.620.002.935.9n/a
4[+]Barclays Dynamic Tracker GBPBarclays
50
GBP1.54n/a7.627.644.2
5[+]Barclays MultiManager Portfolio 1 A Inc GBPBarclays
25
GBP10.090.002.412.219.3
6[+]Barclays UK Balanced Plus Portfolio B DisBarclays
60
GBP1.231.072.331.433.8
7[+]Barclays UK Growth Portfolio D DisBarclays
66
GBP1.661.312.736.341.4
8[+]Barclays Wealth Global Beta Portfolio 4 A Acc GBPBarclays
64
GBP14.490.005.029.327.8
9[+]Barclays Wealth Global Beta Portfolio 4 EUR A Acc EURBarclays
71
EUR16.170.004.827.5n/a
10[+]Barclays Wealth Global Beta Portfolio 5 EUR A AccBarclays
76
EUR19.210.005.130.2n/a
11[+]Barclays Wealth Global Beta Portfolio 5 USD A Acc USDBarclays
80
USD16.070.005.131.3n/a
12[+]Barclays Wealth GlobalBeta Portfolio 5 A Acc GBPBarclays
70
GBP17.050.005.432.129.4
13[+]Baring Asia Balanced A Acc NAV USDBaring Intl Fund Mgr (Ire) Ltd
75
USD29.440.004.427.238.2
14[+]Belvoir Global Allocation II UniversalUniversal Investment
59
EUR138.48145.40n/a2.814.419.9
15[+]BNP Paribas L1 Diversified World Growth Classic Cap EURBNP Paribas Invest Partners Lux
67
EUR184.970.000.919.118.9
16[+]BNP Paribas L1 Diversified World High Growth Classic Cap EURBNP Paribas Invest Partners Lux
82
EUR136.500.001.125.424.8
17[+]CGWM Select Affinity GBPCanaccord Genuity Wealth Mgmnt
62
GBP1.49n/a5.330.437.7
18[+]CGWM Select Global Affinity B USDCanaccord Genuity Wealth Mgmnt
70
USD1.35n/a5.032.536.2
19[+]CGWM Select Global Opportunity USDCanaccord Genuity Wealth Mgmnt
81
USD1.74n/a4.934.641.9
20[+]City Financial Adventurous Portfolio Y GBPCity Financial Global Strategies PLC
59
GBP1.08n/a4.519.2n/a
21[+]City Financial Growth Portfolio A GBPCity Financial Global Strategies PLC
52
GBP1.09n/a4.118.9n/a
22[+]CMI Global Mixed DC1CMI Asset Management (LUX)
70
GBP2.300.201.029.939.4
23[+]Devonshire Balanced Real Return GBPArmstrong Investment Managers
57
GBP0.94n/a-7.0-2.4-7.4
24[+]Dimensional Multi Factor Balanced Acc GBPDimensional Fund Advisors(IRL)
53
GBP13.60n/a7.233.3n/a
25[+]First Eagle Amundi International AE Cap USDAmundi
64
USD162.35n/a1.524.9n/a
26[+]Franklin Global Fundamental Strategies A Acc USDFranklin Templeton International Services S.a r.l.
72
USD13.110.00-0.238.041.5
27[+]Franklin Strategic Dynamic A Acc EURFranklin Templ Strat Alloc Fds
70
EUR12.52n/a13.141.051.6
28[+]GAM Composite Global Growth Open USDGAM Fund Management Ltd
74
USD171.90n/a1.938.136.1
29[+]GAM Star Balanced II AccGAM Fund Management Ltd
66
GBP10.05n/a0.527.134.4
30[+]GS Wealthbuilder Multi-Asset Growth Portfolio Base AccGoldman Sachs
n/a
USD98.25n/an/an/an/a
31[+]Harmony Asian Growth AMomentum Global Funds SICAV
63
USD1.100.002.823.423.4
32[+]Harmony Sterling Growth AMomentum Global Funds SICAV
61
GBP1.350.003.932.837.7
33[+]Harmony US Dollar Growth AMomentum Global Funds SICAV
70
USD1.210.004.636.244.9
34[+]HSBC Portfolios World Selection 5 AC USDHSBC Global Investment Funds
83
USD13.28n/a3.339.834.4
35[+]Investec Emerging Markets Multi Asset A Gr Acc USDInvestec Asset Mgt Limited
80
USD20.531.32-3.77.2n/a
36[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
57
USD50.400.121.631.938.4
37[+]JB Strategy Growth CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
63
CHF96.830.007.132.329.5
38[+]JB Strategy Growth EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
65
EUR113.810.006.935.249.7
39[+]JI Aggressive StrategyJyske Invest International
100
EUR107.05n/a17.457.191.8
40[+]JI Dynamic StrategyJyske Invest International
70
EUR167.58n/a8.337.854.6
41[+]JI Growth StrategyJyske Invest International
87
EUR117.25n/a8.546.264.6
42[+]JPM Inv Global Capital Appreciation AJP Morgan Investment Funds
74
EUR160.85169.74n/a13.735.438.6
43[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
85
HKD217.200.002.242.336.3
44[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
USD99.20n/an/an/an/a
45[+]Legg Mason Multi Manager Performance (EURO) A Acc EURLegg Mason Investmts (Lux) S.A
63
EUR160.78n/a11.745.354.1
46[+]Lloyds Multi Strategy Growth GBPLloyds Investment Fund Managers Ltd
54
GBP1.471.647.834.748.7
47[+]Parvest Opportunities World Classic Cap EURBNP Paribas Invest Partners Lux
98
EUR127.840.0019.246.252.6
48[+]Premier Balanced Private Client GBPPremier Group IOM
41
GBP1.160.004.716.415.0
49[+]PSG Konsult Global Moderate Fund of FundsPSG Fund Management
64
USD1.34n/a0.226.318.1
50[+]Sanlam Global Balanced CSanlam Universal Funds plc
64
USD1.65n/a1.332.432.9
51[+]Sarasin GlobalSar Growth (EUR) P EUR accSarasin Investmentfonds Sicav
76
EUR147.32n/a14.448.148.2
52[+]Sarasin IE GlobalSar Dynamic (GBP) A AccSarasin Funds Mgt(Ireland)Ltd
59
GBP67.721.498.238.640.4
53[+]Sarasin IE GlobalSar Dynamic (USD) A AccSarasin Funds Mgt(Ireland)Ltd
70
USD90.551.565.134.734.2
54[+]SEB Varlden A SEKSEB Asset Management SA
71
SEK12.76n/a20.953.558.9
55[+]SEI Aggressive Sterling Wealth A GBPSEI Global Asset Funds (IRL)
90
GBP15.23n/a6.957.4n/a
56[+]SEI Global Aggressive USD Wealth BSEI Global Asset Funds (IRL)
90
USD12.42n/a2.149.5n/a
57[+]SEI Growth Sterling Wealth A GBPSEI Global Asset Funds (IRL)
75
GBP13.82n/a5.943.5n/a
58[+]Smith & Williamson MM Cautious Growth ASmith & Williamson Invest Mgmt
16
GBP16.910.002.117.029.7
59[+]Strategic Funds Fund of iShares Dynamic K2 EURBlackRock (Luxembourg) S.A.
84
EUR12.53n/a8.034.2n/a
60[+]Strategic Funds Fund of iShares Growth K2 EURBlackRock (Luxembourg) S.A.
67
EUR12.37n/a7.729.3n/a
61[+]Templeton Global Balanced A QDis USDFranklin Templeton International Services S.a r.l.
71
USD22.820.00-1.239.036.8
62[+]Templeton Global Income A QDis USDFranklin Templeton International Services S.a r.l.
73
USD14.090.000.437.139.6
63[+]Thornburg Investment Income Builder AThornburg Investment Managmt
78
USD12.70n/a6.9n/an/a
64[+]Towry A2535 200 AccTowry Fund Managers IRL Ltd
38
GBP1.320.005.018.327.5
65[+]Towry A3743 200 AccTowry Fund Managers IRL Ltd
51
GBP1.360.004.923.532.1
66[+]UBS (Lux) Strategy - Growth (CHF) P accUBS AG
61
CHF2,199.69n/a8.036.127.7
67[+]UBS (Lux) Strategy - Growth (EUR) P AccUBS AG
67
EUR2,914.20n/a6.734.533.9
68[+]UBS (Lux) Strategy - Growth (USD) P accUBS AG
71
USD3,173.63n/a6.737.540.5
69[+]Union UniRak Emerging Markets AUnion Investment
85
EUR140.24145.85n/a3.710.712.7
70[+]Vontobel Fund Robusta Dynamic B EURVontobel Fund Management SA
n/a
EUR103.590.003.3n/an/a
   MIXED ASSET - AGGRESSIVE PERFORMANCE       4.728.631.3 

Price total return performance figures are calculated on a bid price to bid price basis (mid to mid where applicable) with gross income (dividends) reinvested. Performance figures are shown in fund’s native currency unless otherwise specified – performance figures can be rebased to Pence Sterling (GBX) using the rebasing option.