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Performance

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Ratio

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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

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       6.549.565.2 
1[+]Aberdeen Global North American Equity A2 USDAberdeen Global Services S.A.
106
USD22.20n/a2.959.751.5
2[+]Alico Martin Currie North American OSAlico
94
GBP1.351.450.007.442.8n/a
3[+]Allied Dunbar North American GrowthAllied Dunbar International
109
USX522.10551.600.007.355.572.9
4[+]Amundi Index Equity North America AU-C Cap USDAmundi
93
USD174.68n/a8.657.4n/a
5[+]AXA World Funds II North American Equities A DisAXA Investment Managers
98
USD13.08n/a9.258.679.0
6[+]BlackRock GIF North America Equity Index A2 USDBlackRock (Luxembourg) S.A.
99
USD133.74n/a8.6n/an/a
7[+]BlackRock Global Funds North American Equity Income A2 USDBlackRock (Luxembourg) S.A.
93
USD12.64n/a5.1n/an/a
8[+]Candriam Sustainable North America C CapCandriam
100
USD38.37n/a6.153.273.0
9[+]Cullen North American High Dividend Value Equity C USDCullen Capital Management
80
USD15.13n/a5.940.4n/a
10[+]Edmond de Rothschild US Value & Yield CEdmond De Rothschild Asset Mgt
117
EUR160.38n/a7.568.483.9
11[+]Henderson Horizon American Equity A2 Acc USDHenderson Management SA
108
USD17.39n/a5.246.062.2
12[+]HSBC ISF MultiAlpha North America Equity AD USDHSBC Bank International Ltd
92
USD13.73n/a4.848.659.4
13[+]Ignis North American R Acc USDIgnis Funds SICAV
117
USD1.17n/a3.045.959.6
14[+]JB EF US Leading USD BSwiss&Gbl Asset Mgt (Lux) S.A.
86
USD497.310.003.633.255.9
15[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
96
USD19.690.009.955.471.1
16[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
USD92.93n/an/an/an/a
17[+]Jupiter JGF North American Equities L Acc USDJupiter Asset Management
109
USD17.80n/a14.563.9n/a
18[+]KBI Institutional Dividend Plus North America Equity DKleinwort Benson Investors
n/a
USD10.62n/an/an/an/a
19[+]La Mondiale American EquityLa Mondiale Europartner
110
GBP0.99n/a5.348.764.8
20[+]Lloyds North American GBPLloyds Investment Fund Managers Ltd
115
GBP14.210.114.750.870.1
21[+]M&G Offshore American AM&G Guernsey
111
GBX139.81145.640.003.743.654.8
22[+]Marlborough North American GBPMarlborough Internatnl Mgt Ltd
107
GBP26.8827.150.001.642.368.3
23[+]Martin Currie GF North America USDMartin Currie Global Funds
107
USD11.17n/a7.047.453.0
24[+]Nordea 1 North American All Cap Fund BP USDNordea
114
USD154.10n/a3.8n/an/a
25[+]Nordea 1 North American Small Cap BP USDNordea
119
USD124.04n/a-3.5n/an/a
26[+]Nordea 1 North American Value BP USDNordea
108
USD41.06n/a3.941.655.6
27[+]Old Mutual North American Equity A USDOld Mutl Glbl Investors(UK)Ltd
120
USD18.96n/a5.750.467.6
28[+]Polar Capital North American R USDPolar Capital
100
USD15.31n/a5.5n/an/a
29[+]Quadrant North American EquityQuadrant International
100
USD44.0244.460.0010.743.349.2
30[+]RAM (LUX) Systematic Funds North American Equities B USDRAM Active Investments SA
89
USD204.89n/a2.443.569.1
31[+]SEB 1 North America Chance/Risk C Cap USDSEB Asset Management SA
113
USD6.40n/a2.651.065.3
32[+]SEB Nordamerika A SEKSEB Asset Management SA
100
SEK8.60n/a23.177.488.6
33[+]SEB Nordamerika Medelstora Bolag A SEKSEB Asset Management SA
114
SEK1,453.88n/a14.861.782.8
34[+]SEB Nordamerika Smabolag A SEKSEB Asset Management SA
157
SEK147.79n/a4.561.872.3
35[+]SEI US Large Companies WA USDSEI Global Asset Funds (IRL)
n/a
USD9.70n/an/an/an/a
36[+]Seilern Stryx America USDSeilern Investment Management
102
USD123.920.005.453.167.1
37[+]Threadneedle American AU USDThreadneedle (Lux)
106
USD47.34n/a7.056.578.1
38[+]Threadneedle American Select AU USDThreadneedle (Lux)
111
USD16.16n/a2.949.959.8
39[+]Willer Equity North AmericaWiller
105
USD31.250.00-1.337.539.0
   EQUITY - NORTH AMERICA PERFORMANCE       6.549.565.2 

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.