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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.

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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.

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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.

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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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       %
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.

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  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 4053 funds

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4053 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1876[+]Lazard Emerging Markets Local Debt Inst Acc USDLazard (IRL)
72
-9.4
1877[+]Lazard Emerging Markets Debt Blend Inst Acc USDLazard (IRL)
62
SHn/a
1878[+]Lazard Emerging Markets Core Equity InstLazard (IRL)
104
SHn/a
1879[+]Lazard Emerging Markets Bond Inst USDLazard (IRL)
59
16.2
1880[+]Lazard Emerging Markets Allocation Inst Acc USDLazard (IRL)
78
-4.5
1881[+]La Mondiale UK Fixed InterestLa Mondiale Europartner
53
23.7
1882[+]La Mondiale UK EquityLa Mondiale Europartner
84
46.0
1883[+]La Mondiale UK CashLa Mondiale Europartner
1
0.2
1884[+]La Mondiale Japanese Equity GBPLa Mondiale Europartner
109
45.0
1885[+]La Mondiale International Equity GBPLa Mondiale Europartner
85
48.2
1886[+]La Mondiale Global BondLa Mondiale Europartner
42
8.5
1887[+]La Mondiale European Equity EURLa Mondiale Europartner
46
0.0
1888[+]La Mondiale Euro CashLa Mondiale Europartner
33
0.2
1889[+]La Mondiale Euro BondLa Mondiale Europartner
44
21.4
1890[+]La Mondiale American EquityLa Mondiale Europartner
99
65.5
1891[+]La Fayette Regular Growth SP B USDLa Fayette
70
US-14.6
1892[+]La Fayette Opportunity USDLa Fayette
79
US23.5
1893[+]La Fayette Holdings USDLa Fayette
79
US20.6
1894[+]La Fayette Europe SP A USDLa Fayette
n/a
US-18.3
1895[+]Kotak India Mid Cap A USDKotak Mahindra (UK) Ltd
154
77.3
1896[+]Kotak India Growth A Acc USDKotak Mahindra (UK) Ltd
135
58.5
1897[+]Kotak India Fixed Income A AccKotak Mahindra (UK) Ltd
n/a
SHn/a
1898[+]Kijani Commodity A EURBelvedere Management Ltd
47
SH41.3
1899[+]Kestrel Global Portfolio A GBPKestrel Investment Partners
58
SHn/a
1900[+]KBI Institutional Dividend Plus North America Equity DKleinwort Benson Investors
n/a
SHn/a
1901[+]KBI Inst Water A EURKleinwort Benson Investors
96
84.9
1902[+]KBI Inst Long Bond Plus 1Kleinwort Benson Investors
58
SS64.2
1903[+]KB Elite Sterling Fixed Income A Reporting Inc GBPKleinwort Benson CI InvtMgtLtd
27
13.2
1904[+]KB Elite Multi-Asset Conservative B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
30
SHn/a
1905[+]KB Elite Multi-Asset Conservative A Reporting IncGBPKleinwort Benson CI InvtMgtLtd
29
12.1
1906[+]KB Elite Multi-Asset Balanced B Non Reporting Acc USDKleinwort Benson CI InvtMgtLtd
77
SHn/a
1907[+]KB Elite Multi-Asset Balanced B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
53
SHn/a
1908[+]KB Elite Multi-Asset Balanced A Inc GBPKleinwort Benson CI InvtMgtLtd
53
21.9
1909[+]Kames Strategic Global Bond B Hedged Inc USDKames Capital
47
18.6
1910[+]Kames Investment Grade Global Bond A Inc USDKames Capital
49
23.3
1911[+]Kames High Yield Global Bond A Inc USDKames Capital
52
27.7
1912[+]Kames Global Equity Income B Acc USDKames Capital
76
SHn/a
1913[+]Kames Equity Market Neutral B GBPKames Capital
n/a
SHn/a
1914[+]Kames Absolute Return Bond B Acc GBPKames Capital
4
5.8
1915[+]Jul Baer RobecoSAM Sustainable Water B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
75
80.4
1916[+]Jul Baer RobecoSAM Smart Materials B EURSwiss&Gbl Asset Mgt (Lux) S.A.
88
50.5
1917[+]Jul Baer RobecoSAM Smart Energy B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
102
39.4
1918[+]Jul Baer RobecoSAM Global Small Cap Equities B EURSwiss&Gbl Asset Mgt (Lux) S.A.
91
70.8
1919[+]Jul Baer Multistock Emerging Equity B USDSwiss&Gbl Asset Mgt (Lux) S.A.
115
SH19.4
1920[+]Jul Baer Multistock China Evolution B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1921[+]Jul Baer Multipartner WM Multi-Asset Moderate B GBPSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1922[+]Jul Baer Multipartner WM Multi-Asset Growth B GBPSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1923[+]Jul Baer Multipartner WM Multi-Asset Conservative B GBPSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1924[+]Jul Baer Multipartner RobecoSAM Sustainable Healthy Living B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
77
90.6
1925[+]Jul Baer Multicooperation Multi Asset Strategic Allocation B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1926[+]Jul Baer Multicooperation Asset Allocation Dynamic B EURSwiss&Gbl Asset Mgt (Lux) S.A.
48
22.8
1927[+]Jul Baer Multibond Emerging Markets Opportunities Bond B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1928[+]Jul Baer Global Excellence Fixed Income EUR B EURSwiss&Gbl Asset Mgt (Lux) S.A.
41
SHn/a
1929[+]Jul Baer Global Excellence Fixed Income CHF B CHFSwiss&Gbl Asset Mgt (Lux) S.A.
121
SHn/a
1930[+]Jul Baer Global Excellence Equity BSwiss&Gbl Asset Mgt (Lux) S.A.
75
SHn/a
1931[+]Jul Baer Fixed Income Global Low Investment Grade B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1932[+]Jul Baer Fixed Income Global High Investment Grade B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1933[+]Jul Baer Fixed Income Emerging Markets Hard Currency B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1934[+]Jul Baer Equity Special Value B EURSwiss&Gbl Asset Mgt (Lux) S.A.
77
SHn/a
1935[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1936[+]Jul Baer Equity Global Excellence Europe B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1937[+]Jul Baer Equity Global Excellence Emerging Markets B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1938[+]JSS Sustainable Water P Dis EURSarasin Investmentfonds Sicav
79
68.8
1939[+]JSS Sustainable Portfolio Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
44
32.6
1940[+]JSS Sustainable Equity USA P USD accSarasin Investmentfonds Sicav
105
65.8
1941[+]JSS Sustainable Equity Real Estate Global BSarasin Investmentfonds Sicav
86
65.5
1942[+]JSS Sustainable Equity Global P EUR distSarasin Investmentfonds Sicav
79
57.1
1943[+]JSS Sustainable Equity Global Emerging Markets M USD accSarasin Investmentfonds Sicav
111
8.7
1944[+]JSS Sustainable Equity Europe P EUR distSarasin Investmentfonds Sicav
92
64.2
1945[+]JSS Sustainable Bond EUR P EUR distSarasin Investmentfonds Sicav
46
15.2
1946[+]JSS Sustainable Bond EUR High Grade P EUR accSarasin Investmentfonds Sicav
48
13.3
1947[+]JSS Sustainable Bond EUR Corporates P EUR distSarasin Investmentfonds Sicav
46
14.1
1948[+]JSS Sustainable Bond CHF P CHF distSarasin Investmentfonds Sicav
150
6.9
1949[+]JSS Real Estate Equity Global P EUR accSarasin Investmentfonds Sicav
84
72.3
1950[+]JSS OekoSar Equity Global P EUR distSarasin Investmentfonds Sicav
90
54.7

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