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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.

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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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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.

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You can restrict your search to funds which are domiciled in a specific country, which may have implications for their tax status.

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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   £

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Fund performance league table: 4046 funds

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4046 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]JPMorgan Provident US Dollar MoneyJP Morgan (Asia) Limited
50
-1.1
1952[+]JPMorgan Provident Stable CapitalJP Morgan (Asia) Limited
49
9.3
1953[+]JPMorgan Provident Hong Kong Dollar MoneyJP Morgan (Asia) Limited
50
0.2
1954[+]JPMorgan Provident Hong KongJP Morgan (Asia) Limited
110
30.0
1955[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
77
31.2
1956[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
65
26.1
1957[+]JPMorgan Provident Global BondJP Morgan (Asia) Limited
51
5.4
1958[+]JPMorgan Provident CapitalJP Morgan (Asia) Limited
49
14.0
1959[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
55
19.3
1960[+]JPMorgan Pacific TechnologyJPMorgan UTs (HK) Ltd
100
26.4
1961[+]JPMorgan Pacific SecuritiesJPMorgan UTs (HK) Ltd
93
26.7
1962[+]JPMorgan JPM Global Property Income NAVJP Morgan (Asia) Limited
88
49.3
1963[+]JPMorgan IndiaJPMorgan UTs (HK) Ltd
151
41.1
1964[+]JPMorgan EvergreenJP Morgan (Asia) Limited
62
17.2
1965[+]JPMorgan Eastern Smaller CompaniesJPMorgan UTs (HK) Ltd
83
42.8
1966[+]JPMorgan Eastern NAVJP Morgan (Asia) Limited
98
15.7
1967[+]JPMorgan AustraliaJP Morgan (Asia) Limited
101
22.6
1968[+]JPMorgan Asian Total Return Bond Acc NAV USDJP Morgan (Asia) Limited
48
SHn/a
1969[+]JPMorgan ASEANJPMorgan UTs (HK) Ltd
83
13.8
1970[+]JPM US Value A Dis USDJP Morgan Asset Management
90
49.6
1971[+]JPM US Technology A Dis USDJP Morgan Asset Management
126
28.7
1972[+]JPM US Smaller Companies A (perf) AccJP Morgan Asset Management
98
50.8
1973[+]JPM US Small Cap Growth A Dis USDJP Morgan Asset Management
128
39.2
1974[+]JPM US Short Duration Bond A Acc NAV USDJP Morgan Asset Management
50
1.4
1975[+]JPM US Select Long Short Equity A (perf) Acc NAV USDJP Morgan Asset Management
41
16.3
1976[+]JPM US Select Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
97
57.9
1977[+]JPM US High Yield Plus Bond A Dis NAV USDJP Morgan Asset Management
31
SHn/a
1978[+]JPM US Growth A Acc NAV USDJP Morgan Asset Management
103
42.0
1979[+]JPM US Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
103
50.5
1980[+]JPM US Dollar Money Market A Acc NAV USDJP Morgan Asset Management
n/a
SHn/a
1981[+]JPM US Aggregate Bond A Acc NAV USDJP Morgan Asset Management
52
7.5
1982[+]JPM Turkey Equity A Acc NAVJP Morgan Asset Management
231
22.3
1983[+]JPM Taiwan A Acc $JP Morgan Asset Management
111
22.6
1984[+]JPM Systematic Alpha A Acc EURJP Morgan Asset Management
27
US8.9
1985[+]JPM Sterling Bond A DisJP Morgan Asset Management
62
33.8
1986[+]JPM Singapore A Acc $JP Morgan Asset Management
72
10.1
1987[+]JPM Russia A Acc $JP Morgan Asset Management
214
-38.8
1988[+]JPM Pacific Equity A Dis USDJP Morgan Asset Management
94
23.2
1989[+]JPM Managed Reserves A NAV USDJP Morgan Asset Management
1
1.0
1990[+]JPM Liq US Dollar Treasury Liquidity Morgan NAV USDJP Morgan Liquidity Fund
50
0.0
1991[+]JPM Liq US Dollar Liquidity X NAVJP Morgan Liquidity Fund
50
0.7
1992[+]JPM Liq Sterling Liquidity X AccJP Morgan Liquidity Fund
0
1.6
1993[+]JPM Liq Euro Liquidity DJP Morgan Liquidity Fund
47
0.0
1994[+]JPM Liq Australian Dollar Liquidity Morgan Dis AUDJP Morgan Liquidity Fund
69
14.3
1995[+]JPM Latin America Equity A Dis NAV USDJP Morgan Asset Management
152
-33.3
1996[+]JPM Korea Equity A Acc NAV USDJP Morgan Asset Management
107
-7.1
1997[+]JPM Japan Market Neutral A Acc JPYJP Morgan Asset Management
67
US-6.8
1998[+]JPM Japan Equity A Dis NAV USDJP Morgan Asset Management
n/a
43.6
1999[+]JPM Inv US Select Equity A Acc NAV USDJP Morgan Investment Funds
94
52.4
2000[+]JPM Inv US Equity A Acc NAV USDJP Morgan Investment Funds
98
50.8
2001[+]JPM Inv US Bond A Acc NAV USDJP Morgan Investment Funds
53
17.5
2002[+]JPM Inv Japan Strategic Value A Acc JPYJP Morgan Investment Funds
150
75.4
2003[+]JPM Inv Japan Select Equity A JPYJP Morgan Investment Funds
123
76.3
2004[+]JPM Inv Japan 50 Equity A ¥JP Morgan Investment Funds
124
72.4
2005[+]JPM Inv Income Opportunity A Hedged (perf) Acc EURJP Morgan Investment Funds
8
5.2
2006[+]JPM Inv Highbridge Statistical Market Neutral A (perf) Acc EURJP Morgan Investment Funds
35
US1.1
2007[+]JPM Inv Global Select Equity Plus A (perf) Acc NAV USDJP Morgan Investment Funds
89
32.1
2008[+]JPM Inv Global Select Equity A NAV USDJP Morgan Investment Funds
90
34.1
2009[+]JPM Inv Global High Yield Bond A Acc NAV USDJP Morgan Investment Funds
55
19.5
2010[+]JPM Inv Global Dividend A Acc NAV USDJP Morgan Investment Funds
80
28.5
2011[+]JPM Inv Global Convertibles USD A Acc NAV USDJP Morgan Investment Funds
62
28.8
2012[+]JPM Inv Global Conservative Balanced A Acc EURJP Morgan Investment Funds
55
19.7
2013[+]JPM Inv Global Capital Preservation (USD) A Acc $JP Morgan Investment Funds
73
22.2
2014[+]JPM Inv Global Capital Appreciation AJP Morgan Investment Funds
73
38.1
2015[+]JPM Inv Global Balanced A EURJP Morgan Investment Funds
59
28.2
2016[+]JPM Inv Europe Strategic Dividend A AccJP Morgan Investment Funds
89
66.3
2017[+]JPM Inv Europe Select Equity A Acc EURJP Morgan Investment Funds
98
65.6
2018[+]JPM Inv Blue & Green AJP Morgan Investment Funds
54
19.5
2019[+]JPM Indonesia Equity A Acc NAV USDJP Morgan Asset Management
148
SH1.6
2020[+]JPM India A Acc $JP Morgan Asset Management
144
33.7
2021[+]JPM Income Opportunity Plus A (perf) Acc NAV USDJP Morgan Asset Management
12
7.0
2022[+]JPM Hong Kong D Acc NAV USDJP Morgan Asset Management
111
26.4
2023[+]JPM Highbridge US Steep A (perf) NAV USDJP Morgan Asset Management
n/a
50.8
2024[+]JPM Highbridge Europe STEEP A (perf) Acc EURJP Morgan Asset Management
92
68.9
2025[+]JPM Greater China A Acc $JP Morgan Asset Management
108
35.0

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