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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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Fund performance league table: 4048 funds

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4048 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]Jul Baer Global Excellence Fixed Income CHF B CHFGAM (Luxembourg) S.A.
112
SHn/a
1952[+]Jul Baer Global Excellence Equity BGAM (Luxembourg) S.A.
74
SHn/a
1953[+]Jul Baer Fixed Income Global Low Investment Grade B EURGAM (Luxembourg) S.A.
n/a
SHn/a
1954[+]Jul Baer Fixed Income Global High Investment Grade B EURGAM (Luxembourg) S.A.
n/a
SHn/a
1955[+]Jul Baer Fixed Income Emerging Markets Hard Currency B USDGAM (Luxembourg) S.A.
n/a
SHn/a
1956[+]Jul Baer Equity Special Value B EURGAM (Luxembourg) S.A.
78
SHn/a
1957[+]Jul Baer Equity Global Excellence North America BGAM (Luxembourg) S.A.
n/a
SHn/a
1958[+]Jul Baer Equity Global Excellence Europe B EURGAM (Luxembourg) S.A.
n/a
SHn/a
1959[+]Jul Baer Equity Global Excellence Emerging Markets B USDGAM (Luxembourg) S.A.
n/a
SHn/a
1960[+]JSS Sustainable Water P Dis EURSarasin Investmentfonds Sicav
83
35.1
1961[+]JSS Sustainable Portfolio Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
47
12.4
1962[+]JSS Sustainable Equity USA P USD accSarasin Investmentfonds Sicav
110
81.3
1963[+]JSS Sustainable Equity Real Estate Global BSarasin Investmentfonds Sicav
88
22.9
1964[+]JSS Sustainable Equity Global P EUR distSarasin Investmentfonds Sicav
81
33.2
1965[+]JSS Sustainable Equity Global Emerging Markets M USD accSarasin Investmentfonds Sicav
115
-2.7
1966[+]JSS Sustainable Equity Europe P EUR distSarasin Investmentfonds Sicav
96
39.4
1967[+]JSS Sustainable Bond EUR P EUR distSarasin Investmentfonds Sicav
58
-3.5
1968[+]JSS Sustainable Bond EUR High Grade P EUR accSarasin Investmentfonds Sicav
60
-6.3
1969[+]JSS Sustainable Bond EUR Corporates P EUR distSarasin Investmentfonds Sicav
57
-2.7
1970[+]JSS Sustainable Bond CHF P CHF distSarasin Investmentfonds Sicav
140
5.6
1971[+]JSS Real Estate Equity Global P EUR accSarasin Investmentfonds Sicav
86
27.5
1972[+]JSS OekoSar Equity Global P EUR distSarasin Investmentfonds Sicav
92
32.1
1973[+]JSS New Power P EUR accSarasin Investmentfonds Sicav
105
17.5
1974[+]JSS GlobalSar Growth (EUR) P EUR accSarasin Investmentfonds Sicav
70
32.9
1975[+]JSS GlobalSar Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
52
20.3
1976[+]JSS GlobalSar Balanced (CHF) P CHF distSarasin Investmentfonds Sicav
95
30.2
1977[+]JSS Global Return (EUR) P EUR distSarasin Investmentfonds Sicav
56
1.8
1978[+]JSS EquiSar International Income P EUR accSarasin Investmentfonds Sicav
77
38.3
1979[+]JSS EquiSar IIID P EUR accSarasin Investmentfonds Sicav
59
4.2
1980[+]JSS EquiSar Global P EUR distSarasin Investmentfonds Sicav
92
38.4
1981[+]JSS EmergingSar New Frontiers P USD distSarasin Investmentfonds Sicav
69
3.8
1982[+]JSS EmergingSar Global P USD distSarasin Investmentfonds Sicav
96
-9.9
1983[+]JSS Corporate Bond - Global Emerging Markets P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1984[+]JSS CET Equity Fund P hedged acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1985[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1986[+]JPMorgan ThailandJPMorgan UTs (HK) Ltd
138
22.6
1987[+]JPMorgan SAR Japan A NAVJP Morgan (Asia) Limited
125
46.0
1988[+]JPMorgan SAR Hong Kong Dollar Bond A NAVJP Morgan (Asia) Limited
62
5.0
1989[+]JPMorgan SAR Hong Kong A NAVJP Morgan (Asia) Limited
132
39.0
1990[+]JPMorgan SAR Greater China A NAVJP Morgan (Asia) Limited
129
39.1
1991[+]JPMorgan SAR Global Bond A NAVJP Morgan (Asia) Limited
63
2.5
1992[+]JPMorgan SAR European A NAVJP Morgan (Asia) Limited
93
54.8
1993[+]JPMorgan SAR Asian A NAVJP Morgan (Asia) Limited
95
7.1
1994[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
92
53.3
1995[+]JPMorgan Provident US Dollar MoneyJP Morgan (Asia) Limited
59
-0.7
1996[+]JPMorgan Provident Stable CapitalJP Morgan (Asia) Limited
59
8.3
1997[+]JPMorgan Provident Hong Kong Dollar MoneyJP Morgan (Asia) Limited
59
0.6
1998[+]JPMorgan Provident Hong KongJP Morgan (Asia) Limited
131
38.4
1999[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
87
37.8
2000[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
76
30.6
2001[+]JPMorgan Provident Global BondJP Morgan (Asia) Limited
63
1.6
2002[+]JPMorgan Provident CapitalJP Morgan (Asia) Limited
61
13.6
2003[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
67
21.2
2004[+]JPMorgan Pacific TechnologyJPMorgan UTs (HK) Ltd
110
31.1
2005[+]JPMorgan Pacific SecuritiesJPMorgan UTs (HK) Ltd
101
32.0
2006[+]JPMorgan JPM Global Property Income NAVJP Morgan (Asia) Limited
94
36.8
2007[+]JPMorgan IndiaJPMorgan UTs (HK) Ltd
162
54.3
2008[+]JPMorgan EvergreenJP Morgan (Asia) Limited
69
22.6
2009[+]JPMorgan Eastern Smaller CompaniesJPMorgan UTs (HK) Ltd
97
54.0
2010[+]JPMorgan Eastern NAVJP Morgan (Asia) Limited
106
16.4
2011[+]JPMorgan AustraliaJP Morgan (Asia) Limited
104
14.5
2012[+]JPMorgan Asian Total Return Bond Acc NAV USDJP Morgan (Asia) Limited
58
9.2
2013[+]JPMorgan ASEANJPMorgan UTs (HK) Ltd
89
6.3
2014[+]JPM US Value A Dis USDJP Morgan Asset Management
87
51.5
2015[+]JPM US Technology A Dis USDJP Morgan Asset Management
125
58.1
2016[+]JPM US Smaller Companies A (perf) AccJP Morgan Asset Management
95
62.0
2017[+]JPM US Small Cap Growth A Dis USDJP Morgan Asset Management
126
61.8
2018[+]JPM US Short Duration Bond A Acc NAV USDJP Morgan Asset Management
58
1.3
2019[+]JPM US Select Long Short Equity A (perf) Acc NAV USDJP Morgan Asset Management
43
16.9
2020[+]JPM US Select Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
90
68.8
2021[+]JPM US High Yield Plus Bond A Dis NAV USDJP Morgan Asset Management
28
SHn/a
2022[+]JPM US Growth A Acc NAV USDJP Morgan Asset Management
105
63.2
2023[+]JPM US Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
100
60.8
2024[+]JPM US Dollar Money Market A Acc NAV USDJP Morgan Asset Management
n/a
SHn/a
2025[+]JPM US Aggregate Bond A Acc NAV USDJP Morgan Asset Management
62
4.0

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 Pence Sterling (GBX).

Key to codes

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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.