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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: 39 funds

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39 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   EQUITY - NORTH AMERICA PERFORMANCE       15.351.281.4 
1[+]Aberdeen Global North American Equity A2 USDAberdeen Global Services S.A.
95
USD23.28n/a7.855.160.0
2[+]Alico Martin Currie North American OSAlico
91
GBP1.561.560.0023.258.6n/a
3[+]Allied Dunbar North American GrowthAllied Dunbar International
98
USX558.60590.200.0010.355.988.0
4[+]Amundi Index Equity North America AU-C Cap USDAmundi
90
USD185.99n/a12.754.792.9
5[+]AXA World Funds II North American Equities A DisAXA Investment Managers
93
USD14.19n/a14.358.194.6
6[+]BlackRock GIF North America Equity Index A2 USDBlackRock (Luxembourg) S.A.
93
USD141.500.0012.4n/an/a
7[+]BlackRock Global Funds North American Equity Income A2 USDBlackRock (Luxembourg) S.A.
85
USD13.220.007.9n/an/a
8[+]Candriam Sustainable North America C Cap USDCandriam
95
USD39.87n/a7.946.784.0
9[+]Cullen North American High Dividend Value Equity C USDCullen Capital Management
78
USD15.96n/a11.940.2n/a
10[+]Edmond de Rothschild US Value & Yield CEdmond De Rothschild Asset Mgt
110
EUR192.24n/a24.975.0106.9
11[+]Henderson Horizon American Equity A2 Acc USDHenderson Management SA
101
USD18.37n/a9.943.974.0
12[+]HSBC ISF MultiAlpha North America Equity AD USDHSBC Bank International Ltd
89
USD14.62n/a9.746.167.2
13[+]Ignis North American R Acc USDIgnis Funds SICAV
105
USD1.30n/a10.850.580.5
14[+]JB EF US Leading USD BSwiss&Gbl Asset Mgt (Lux) S.A.
89
USD525.540.0010.629.770.5
15[+]JGF-Jupiter North American Equities L Acc USDJupiter Asset Management
98
USD18.57n/a7.458.988.7
16[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
91
USD21.07n/a14.256.187.6
17[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
USD98.04n/an/an/an/a
18[+]KBI Institutional Dividend Plus North America Equity DKleinwort Benson Investors
n/a
USD10.88n/a8.9n/an/a
19[+]La Mondiale American EquityLa Mondiale Europartner
106
GBP1.14n/a20.656.089.7
20[+]Lloyds North American GBPLloyds Investment Fund Managers Ltd
106
GBP15.920.0715.552.890.4
21[+]Marlborough North American GBPMarlborough Internatnl Mgt Ltd
102
GBP30.3430.640.0018.747.695.3
22[+]Martin Currie GF North America USDMartin Currie Global Funds
100
USD11.79n/a10.648.567.2
23[+]Nordea 1 North American All Cap Fund BP USDNordea
106
USD159.74n/a6.3n/an/a
24[+]Nordea 1 North American Small Cap BP USDNordea
105
USD131.58n/a1.8n/an/a
25[+]Nordea 1 North American Value BP USDNordea
102
USD45.32n/a16.240.570.9
26[+]Old Mutual North American Equity A USDOld Mutl Glbl Investors(UK)Ltd
110
USD21.04n/a18.553.990.1
27[+]Parworld Track North America Privilege EURBNP Paribas Invest Partners Lux
89
EUR1,332.54n/a34.476.4129.9
28[+]Polar Capital North American R USDPolar Capital
91
USD16.43n/a10.956.3n/a
29[+]Quadrant North American EquityQuadrant International
107
USD46.4646.920.0011.842.758.9
30[+]RAM (LUX) Systematic Funds North American Equities B USDRAM Active Investments SA
83
USD223.64n/a11.345.186.4
31[+]SEB 1 North America Chance/Risk C USDSEB Asset Management SA
104
USD6.83n/a6.749.180.1
32[+]SEB Nordamerika A SEKSEB Asset Management SA
97
SEK10.49n/a43.595.3117.7
33[+]SEB Nordamerika Medelstora Bolag A SEKSEB Asset Management SA
109
SEK1,834.42n/a41.186.6118.6
34[+]SEB Nordamerika Smabolag A SEKSEB Asset Management SA
133
SEK189.42n/a28.984.6105.9
35[+]SEI US Large Companies WA USDSEI Global Asset Funds (IRL)
n/a
USD10.44n/an/an/an/a
36[+]Seilern Stryx America USDSeilern Investment Management
97
USD137.760.0011.661.183.8
37[+]Threadneedle (Lux) American AU USDThreadneedle (Lux)
98
USD51.11n/a10.754.688.9
38[+]Threadneedle (Lux) American Select AU USDThreadneedle (Lux)
101
USD16.96n/a4.346.173.8
39[+]Willer Equity North AmericaWiller
89
USD34.070.003.843.259.9
   EQUITY - NORTH AMERICA PERFORMANCE       15.351.281.4 

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.