Trustnet

 

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

 

0 442

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 IA, 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: 4053 funds

Create a custom tab
4053 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zadig Memnon European R EURZadig gestion Luxembourg S.A
91
94.5
2[+]WSP Global Strategy Risk 10% Portfolio D5 USDWorld Inv Opportunities Funds
66
-8.4
3[+]Worldwide Inv Opportunistic Equity A USDWorldwide Investors Portfolio
96
50.8
4[+]Worldwide Inv Emerging Markets Fixed Income A USDWorldwide Investors Portfolio
62
18.0
5[+]Winton Global Equity Z USDWinton Capital Management Ltd
82
55.7
6[+]Willer Equity Trade Winds PWiller
81
47.9
7[+]Willer Equity Russia & Eastern EuroWiller
119
-8.8
8[+]Willer Equity North AmericaWiller
85
41.0
9[+]Willer Equity LatinAmericaWiller
137
-19.2
10[+]Willer Equity JapanWiller
111
91.2
11[+]Willer Equity Italy PWiller
115
68.5
12[+]Willer Equity EuropeWiller
84
45.2
13[+]Willer Equity Asia Ex-Japan PWiller
90
26.3
14[+]Willer Bond European CurrenciesWiller
43
9.6
15[+]Willer Bond CapitalWiller
47
-2.0
16[+]Western Asset US Dollar Liquidity CWestern Asset Liquidity Fd plc
47
0.3
17[+]Western Asset GBP Liquidity DWestern Asset Liquidity Fd plc
0
0.9
18[+]Western Asset Euro Liquidity CWestern Asset Liquidity Fd plc
40
0.2
19[+]Wells Fargo Worldwide US Short Term High Yield Bond A USDWells Fargo
14
SHn/a
20[+]Wells Fargo Worldwide US Select Equity A USDWells Fargo
n/a
SHn/a
21[+]Wells Fargo Worldwide US Premier Growth A USDWells Fargo
99
SHn/a
22[+]Wells Fargo Worldwide US Large Cap Growth A USDWells Fargo
101
51.0
23[+]Wells Fargo Worldwide US High Yield Bond A USDWells Fargo
51
19.1
24[+]Wells Fargo Worldwide US Dollar Short Term Money Market A USDWells Fargo
49
0.0
25[+]Wells Fargo Worldwide US All Cap Growth A USDWells Fargo
105
43.3
26[+]Wells Fargo Worldwide Precious Metals A USDWells Fargo
240
SHn/a
27[+]Wells Fargo Worldwide Global Opportunity Bond A USDWells Fargo
27
SHn/a
28[+]Wells Fargo Worldwide Global Equity A USDWells Fargo
85
34.6
29[+]Wells Fargo Worldwide Emerging Markets Equity Income A USDWells Fargo
90
SHn/a
30[+]Wells Fargo Worldwide Emerging Markets Equity II A USDWells Fargo
105
SHn/a
31[+]Wells Fargo Worldwide Emerging Markets Equity A USDWells Fargo
102
2.5
32[+]Wells Fargo Worldwide China Equity A USDWells Fargo
135
55.4
33[+]Wellington Durable Companies Portfolio T GBPWellington Mgmt Portfolios
n/a
SHn/a
34[+]Waverton UK B GBPWaverton Investment Management
96
39.0
35[+]Waverton Sterling Bond B GBPWaverton Investment Management
18
13.2
36[+]Waverton Global Equity Select A USDWaverton Investment Management
90
32.2
37[+]Waverton Global Equity A GBPWaverton Investment Management
88
42.6
38[+]Waverton European A EURWaverton Investment Management
108
135.2
39[+]Waverton Equity B GBPWaverton Investment Management
82
50.0
40[+]Waverton Asia Pacific A USDWaverton Investment Management
87
26.5
41[+]Waverley 5 year Balanced Growth Non Redeemable AWaverley Investments PCC Ltd
n/a
SHn/a
42[+]Waverley 3 year Balanced Growth Non Redeemable AWaverley Investments PCC Ltd
n/a
SHn/a
43[+]Waverley 15 year Balanced Growth Non Redeemable AWaverley Investments PCC Ltd
n/a
SHn/a
44[+]Waverley 10 year Balanced Growth Non Redeemable AWaverley Investments PCC Ltd
n/a
SHn/a
45[+]Vontobel Fund US Equity BVontobel Asset Management S.A.
79
49.0
46[+]Vontobel Fund Target Return Growth B EURVontobel Asset Management S.A.
n/a
SHn/a
47[+]Vontobel Fund Target Return Balanced B EURVontobel Asset Management S.A.
n/a
SHn/a
48[+]Vontobel Fund Sustainable Global Leaders B USDVontobel Asset Management S.A.
87
54.0
49[+]Vontobel Fund Sustainable Asian Leaders (Ex Japan) BVontobel Asset Management S.A.
119
50.0
50[+]Vontobel Fund Pure Premium Strategy B USDVontobel Asset Management S.A.
n/a
SHn/a
51[+]Vontobel Fund Pure Momentum Strategy BVontobel Asset Management S.A.
n/a
SHn/a
52[+]Vontobel Fund Pure Dividend Strategy BVontobel Asset Management S.A.
n/a
SHn/a
53[+]Vontobel Fund New Power BVontobel Asset Management S.A.
120
58.4
54[+]Vontobel Fund Japanese Equity BVontobel Asset Management S.A.
114
98.4
55[+]Vontobel Fund High Yield Bond B EURVontobel Asset Management S.A.
48
SHn/a
56[+]Vontobel Fund Global Equity BVontobel Asset Management S.A.
78
34.3
57[+]Vontobel Fund Global Equity (Ex-US) BVontobel Asset Management S.A.
81
23.0
58[+]Vontobel Fund Global Convertible Bond BVontobel Asset Management S.A.
54
26.7
59[+]Vontobel Fund Future Resources BVontobel Asset Management S.A.
102
32.8
60[+]Vontobel Fund Far East Equity BVontobel Asset Management S.A.
89
29.9
61[+]Vontobel Fund European Mid and Small Cap Equity BVontobel Asset Management S.A.
89
65.8
62[+]Vontobel Fund European Equity BVontobel Asset Management S.A.
78
57.2
63[+]Vontobel Fund Euro Bond BVontobel Asset Management S.A.
43
30.1
64[+]Vontobel Fund Emerging Markets Local Currency Bond B USDVontobel Asset Management S.A.
69
-12.3
65[+]Vontobel Fund Emerging Markets Equity BVontobel Asset Management S.A.
n/a
9.6
66[+]Vontobel Fund Emerging Markets Debt BVontobel Asset Management S.A.
59
SHn/a
67[+]Vontobel Fund Eastern European Bond BVontobel Asset Management S.A.
74
9.5
68[+]Vontobel Fund Clean Technology BVontobel Asset Management S.A.
92
84.1
69[+]Vontobel Fund Belvista Dynamic Commodity BVontobel Asset Management S.A.
60
SHn/a
70[+]Vontobel Fund Belvista Commodity BVontobel Asset Management S.A.
61
-32.2
71[+]Vontobel Fund Absolute Return Bond (EUR) BVontobel Asset Management S.A.
45
8.4
72[+]Veritas Global Real Return B GBPVeritas Asset Mgmt (UK) Ltd
55
US26.1
73[+]Veritas Global Focus A USDVeritas Asset Mgmt (UK) Ltd
78
40.3
74[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
80
27.9
75[+]Veritas China A USDVeritas Asset Mgmt (UK) Ltd
107
59.9

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector