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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 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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Fund performance league table: 40 funds

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40 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   EQUITY - NORTH AMERICA PERFORMANCE       18.255.772.4 
1[+]Aberdeen Global North American Equity A2 USDAberdeen Global Services S.A.
90
USD24.51n/a7.459.370.6
2[+]Alceda Miller Howard Sicav - American Energy Drill Bit to Burner Tip R USDAlceda Fund Management
n/a
USD83.26n/an/an/an/a
3[+]Allied Dunbar North American GrowthAllied Dunbar International
96
USX588.10621.400.0013.354.179.6
4[+]Amundi Index Equity North America AU-C Cap USDAmundi
89
USD196.05n/a13.056.378.4
5[+]AXA World Funds II North American Equities A DisAXA Investment Managers
91
USD14.65n/a12.254.376.5
6[+]BlackRock GIF North America Equity Index A2 USDBlackRock (Luxembourg) S.A.
88
USD149.920.0013.2n/an/a
7[+]BlackRock Global Funds North American Equity Income A2 USDBlackRock (Luxembourg) S.A.
84
USD13.740.006.737.0n/a
8[+]Candriam Sustainable North America C Cap USDCandriam
93
USD42.28n/a7.849.673.2
9[+]Cullen North American High Dividend Value Equity C USDCullen Capital Management
80
USD16.13n/a5.937.4n/a
10[+]Edmond de Rothschild US Value & Yield CEdmond De Rothschild Asset Mgt
106
EUR218.49n/a38.199.097.0
11[+]Henderson Horizon American Equity A2 Acc USDHenderson Management SA
97
USD19.730.0012.846.067.8
12[+]HSBC ISF MultiAlpha North America Equity AD USDHSBC Bank International Ltd
89
USD15.41n/a11.547.163.9
13[+]Ignis North American R Acc USDIgnis Funds SICAV
101
USD1.34n/a14.248.265.9
14[+]JB EF US Leading USD BSwiss&Gbl Asset Mgt (Lux) S.A.
87
USD566.340.0011.633.964.2
15[+]JGF-Jupiter North American Equities L Acc USDJupiter Asset Management
91
USD19.18n/a5.759.675.6
16[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
90
USD21.98n/a13.455.374.3
17[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
USD102.28n/an/an/an/a
18[+]KBI Institutional Dividend Plus North America Equity DKleinwort Benson Investors
n/a
USD11.41n/a7.4n/an/a
19[+]La Mondiale American EquityLa Mondiale Europartner
100
GBP1.22n/a25.865.373.5
20[+]Lloyds North American GBPLloyds Investment Fund Managers Ltd
100
GBP16.710.0817.854.271.3
21[+]M&G Offshore American AM&G Guernsey
101
GBX169.19176.240.0022.559.059.7
22[+]Marlborough North American GBPMarlborough Internatnl Mgt Ltd
93
GBP32.9233.250.0025.458.574.3
23[+]Martin Currie GF North America USDMartin Currie Global Funds
94
USD12.76n/a14.355.461.5
24[+]Nordea 1 North American All Cap Fund BP USDNordea
99
USD167.760.004.3n/an/a
25[+]Nordea 1 North American Small Cap BP USDNordea
100
USD143.090.008.2n/an/a
26[+]Nordea 1 North American Value BP USDNordea
97
USD46.870.0014.544.758.6
27[+]Old Mutual North American Equity A USDOld Mutl Glbl Investors(UK)Ltd
100
USD22.08n/a17.150.675.1
28[+]Parworld Track North America Privilege EURBNP Paribas Invest Partners Lux
88
EUR1,475.02n/a44.489.0115.0
29[+]Polar Capital North American R USDPolar Capital
91
USD17.57n/a13.558.1n/a
30[+]RAM (LUX) Systematic Funds North American Equities B USDRAM Active Investments SA
81
USD232.45n/a10.146.460.9
31[+]Sanlam FOUR US Dividend Income ASanlam Universal Funds plc
n/a
GBP10.420.00n/an/an/a
32[+]SEB 1 North America Chance/Risk C USDSEB Asset Management SA
98
USD7.300.0011.951.271.4
33[+]SEB Nordamerika A SEKSEB Asset Management SA
90
SEK11.640.0047.6108.9123.0
34[+]SEB Nordamerika Små och Medelstora Bolag A SEKSEB Asset Management SA
100
SEK2,056.020.0050.899.9112.3
35[+]SEB Nordamerika Smabolag A SEKSEB Asset Management SA
123
SEK217.930.0048.8105.7108.8
36[+]Seilern Stryx America USDSeilern Investment Management
97
USD146.580.0019.062.682.9
37[+]Standard Life Investments American Equity Unconstrained A USDStandard Life Investments GS
n/a
USD10.130.00n/an/an/a
38[+]Threadneedle (Lux) American AU USDThreadneedle (Lux)
97
USD53.44n/a13.153.678.9
39[+]Threadneedle (Lux) American Select AU USDThreadneedle (Lux)
99
USD17.86n/a8.245.760.2
40[+]Willer Equity North AmericaWiller
89
USD35.360.005.244.246.5
   EQUITY - NORTH AMERICA PERFORMANCE       18.255.772.4 

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.