To continue using this website, please tell us a
little about yourself:

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
0 355

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

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
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

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: 4086 funds

Create a custom tab
4086 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]Lazard Emerging Markets Bond Inst USDLazard (IRL)
56
8.2
1952[+]La Mondiale UK Fixed InterestLa Mondiale Europartner
38
18.4
1953[+]La Mondiale UK EquityLa Mondiale Europartner
78
7.2
1954[+]La Mondiale UK CashLa Mondiale Europartner
1
0.2
1955[+]La Mondiale Japanese Equity GBPLa Mondiale Europartner
107
26.3
1956[+]La Mondiale International Equity GBPLa Mondiale Europartner
75
15.0
1957[+]La Mondiale Global BondLa Mondiale Europartner
47
2.6
1958[+]La Mondiale European Equity EURLa Mondiale Europartner
50
-9.2
1959[+]La Mondiale Euro CashLa Mondiale Europartner
52
-11.6
1960[+]La Mondiale Euro BondLa Mondiale Europartner
48
0.8
1961[+]La Mondiale American EquityLa Mondiale Europartner
85
27.5
1962[+]La Fayette Regular Growth SP B USDLa Fayette
81
US-32.7
1963[+]La Fayette Opportunity USDLa Fayette
67
USn/a
1964[+]La Fayette Holdings SP B USDLa Fayette
52
US-21.0
1965[+]Kotak India Mid Cap A USDKotak Mahindra (UK) Ltd
125
39.6
1966[+]Kotak India Growth A Acc USDKotak Mahindra (UK) Ltd
118
16.4
1967[+]Kotak India Fixed Income A AccKotak Mahindra (UK) Ltd
60
SHn/a
1968[+]Kijani Commodity A EURBelvedere Management Ltd
38
n/a
1969[+]Kestrel Global Portfolio A GBPKestrel Investment Partners
61
3.5
1970[+]Kennox Strategic Value Feeder A Acc GBPKennox Asset Management Ltd
74
SHn/a
1971[+]Kempen (LUX) Global Sovereign Fundamental Index BKempen Capital Management N.V.
48
PT1.7
1972[+]Kempen (Lux) Euro Credit AKempen Capital Management N.V.
44
2.3
1973[+]KBI Institutional North America Equity DKleinwort Benson Investors
93
SHn/a
1974[+]KBI Inst Water A EURKleinwort Benson Investors
91
5.6
1975[+]KBI Inst Long Bond Plus 1Kleinwort Benson Investors
68
SS28.7
1976[+]KB Elite Sterling Fixed Income A Reporting Inc GBPKleinwort Benson CI InvtMgtLtd
20
6.8
1977[+]KB Elite Multi-Asset Conservative A Reporting IncGBPKleinwort Benson CI InvtMgtLtd
25
1.6
1978[+]KB Elite Multi-Asset Balanced A Inc GBPKleinwort Benson CI InvtMgtLtd
49
2.2
1979[+]Kames Strategic Global Bond B Inc USDKames Capital
53
12.7
1980[+]Kames Investment Grade Global Bond A Inc USDKames Capital
54
17.3
1981[+]Kames High Yield Global Bond A Inc USDKames Capital
58
13.6
1982[+]Kames Global Equity Income B Acc USDKames Capital
72
18.6
1983[+]Kames Equity Market Neutral Plus B GBPKames Capital
n/a
SHn/a
1984[+]Kames Equity Market Neutral B GBPKames Capital
n/a
SHn/a
1985[+]Kames Absolute Return Bond Global B Acc GBPKames Capital
n/a
SHn/a
1986[+]Kames Absolute Return Bond Constrained B Hedged Acc GBPKames Capital
n/a
SHn/a
1987[+]Kames Absolute Return Bond B Acc GBPKames Capital
4
3.7
1988[+]Jupiter European Feeder L GBPJupiter Asset Management
71
SHn/a
1989[+]Jul Baer The 1.2 Lux BGAM (Luxembourg) S.A.
64
SHn/a
1990[+]Jul Baer RobecoSAM Sustainable Water B Cap EURGAM (Luxembourg) S.A.
81
SH22.4
1991[+]Jul Baer RobecoSAM Smart Materials B EURGAM (Luxembourg) S.A.
96
SH1.7
1992[+]Jul Baer RobecoSAM Smart Energy B Cap EURGAM (Luxembourg) S.A.
120
SH-2.1
1993[+]Jul Baer RobecoSAM Global Small Cap Equities B EURGAM (Luxembourg) S.A.
96
5.0
1994[+]Jul Baer Pentalpha Shackleton Global Equity B EURGAM (Luxembourg) S.A.
n/a
SHn/a
1995[+]Jul Baer Multistock Emerging Equity B USDGAM (Luxembourg) S.A.
120
-18.5
1996[+]Jul Baer Multistock China Evolution B USDGAM (Luxembourg) S.A.
146
SHn/a
1997[+]Jul Baer Multipartner WM Multi-Asset Moderate B GBPGAM (Luxembourg) S.A.
n/a
SHn/a
1998[+]Jul Baer Multipartner WM Multi-Asset Growth B GBPGAM (Luxembourg) S.A.
n/a
SHn/a
1999[+]Jul Baer Multipartner WM Multi-Asset Conservative B GBPGAM (Luxembourg) S.A.
n/a
SHn/a
2000[+]Jul Baer Multipartner RobecoSAM Sustainable Healthy Living B Cap EURGAM (Luxembourg) S.A.
82
30.7
2001[+]Jul Baer Multipartner RobecoSAM Global Gender Equality Impact Equities BGAM (Luxembourg) S.A.
n/a
SHn/a
2002[+]Jul Baer Multipartner RobecoSAM Global Child Impact Equities BGAM (Luxembourg) S.A.
n/a
SHn/a
2003[+]Jul Baer Multicooperation Multi Asset Strategic Allocation B EURGAM (Luxembourg) S.A.
37
SHn/a
2004[+]Jul Baer Multicooperation Asset Allocation Dynamic B EURGAM (Luxembourg) S.A.
45
SH-7.1
2005[+]Jul Baer Multibond Inflation Linked Bond USD B EURGAM (Luxembourg) S.A.
47
SS-7.9
2006[+]Jul Baer Multibond Emerging Markets Opportunities Bond B USDGAM (Luxembourg) S.A.
n/a
SHn/a
2007[+]Jul Baer Global Excellence Fixed Income EUR B EURGAM (Luxembourg) S.A.
42
SHn/a
2008[+]Jul Baer Global Excellence Fixed Income CHF B CHFGAM (Luxembourg) S.A.
73
SHn/a
2009[+]Jul Baer Global Excellence Equity BGAM (Luxembourg) S.A.
71
SHn/a
2010[+]Jul Baer Fixed Income Global Low Investment Grade B EURGAM (Luxembourg) S.A.
49
SHn/a
2011[+]Jul Baer Fixed Income Global High Investment Grade B EURGAM (Luxembourg) S.A.
51
SHn/a
2012[+]Jul Baer Fixed Income Emerging Markets Hard Currency B USDGAM (Luxembourg) S.A.
53
SHn/a
2013[+]Jul Baer Equity Special Value B EURGAM (Luxembourg) S.A.
82
SHn/a
2014[+]Jul Baer Equity Global Excellence North America BGAM (Luxembourg) S.A.
100
SHn/a
2015[+]Jul Baer Equity Global Excellence Europe B EURGAM (Luxembourg) S.A.
80
SHn/a
2016[+]Jul Baer Equity Global Excellence Emerging Markets B USDGAM (Luxembourg) S.A.
108
SHn/a
2017[+]JSS Sustainable Water P Dis EURSarasin Investmentfonds Sicav
84
15.7
2018[+]JSS Sustainable Portfolio Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
45
-1.9
2019[+]JSS Sustainable Equity USA P USD accSarasin Investmentfonds Sicav
116
24.9
2020[+]JSS Sustainable Equity Real Estate Global BSarasin Investmentfonds Sicav
79
10.1
2021[+]JSS Sustainable Equity Global P EUR distSarasin Investmentfonds Sicav
85
6.2
2022[+]JSS Sustainable Equity Global Emerging Markets M USD accSarasin Investmentfonds Sicav
114
-24.1
2023[+]JSS Sustainable Equity Europe P EUR distSarasin Investmentfonds Sicav
90
3.8
2024[+]JSS Sustainable Bond EUR P EUR distSarasin Investmentfonds Sicav
47
0.0
2025[+]JSS Sustainable Bond EUR High Grade P EUR accSarasin Investmentfonds Sicav
50
0.7

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 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.