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

 

0 699

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 IMA, 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: 4078 funds

Create a custom tab
4078 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]KB Elite Multi-Asset Balanced B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
54
SHn/a
1952[+]KB Elite Multi-Asset Balanced A Inc GBPKleinwort Benson CI InvtMgtLtd
53
10.8
1953[+]Kames Strategic Global Bond B Inc USDKames Capital
53
21.7
1954[+]Kames Investment Grade Global Bond A Inc USDKames Capital
52
25.1
1955[+]Kames High Yield Global Bond A Inc USDKames Capital
55
35.3
1956[+]Kames Global Equity Income B Acc USDKames Capital
95
SHn/a
1957[+]Kames Absolute Return Bond B Acc GBPKames Capital
6
SH6.4
1958[+]Jupiter JGF Strategic Total Return L Acc EURJupiter Asset Management
12
6.1
1959[+]Jupiter JGF North American Equities L Acc USDJupiter Asset Management
109
66.6
1960[+]Jupiter JGF New Europe L Acc EURJupiter Asset Management
168
1.1
1961[+]Jupiter JGF Merlin International Equities L Acc EURJupiter Asset Management
93
31.3
1962[+]Jupiter JGF Merlin International Balanced Portfolio L Acc EURJupiter Asset Management
63
20.6
1963[+]Jupiter JGF Japan Select L Acc USDJupiter Asset Management
132
16.9
1964[+]Jupiter JGF India Select L A Inc USDJupiter Asset Management
180
22.0
1965[+]Jupiter JGF Global Financials L Acc EURJupiter Asset Management
116
64.4
1966[+]Jupiter JGF Global Equities L Acc USDJupiter Asset Management
93
34.0
1967[+]Jupiter JGF Global Ecology Growth L Acc EURJupiter Asset Management
102
48.9
1968[+]Jupiter JGF Global Convertibles L Acc EURJupiter Asset Management
39
17.9
1969[+]Jupiter JGF European Opportunities L Acc EURJupiter Asset Management
121
58.4
1970[+]Jupiter JGF European Growth L Acc EURJupiter Asset Management
112
66.5
1971[+]Jupiter JGF Europa L B Acc EURJupiter Asset Management
62
14.0
1972[+]Jupiter JGF Dynamic Bond L Q Inc EURJupiter Asset Management
21
SHn/a
1973[+]Jupiter JGF China Select L Acc USDJupiter Asset Management
142
62.3
1974[+]Jupiter JGF Asia Pacific L Acc USDJupiter Asset Management
100
28.3
1975[+]Jul Baer RobecoSAM Sustainable Water B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
96
61.3
1976[+]Jul Baer RobecoSAM Smart Materials B EURSwiss&Gbl Asset Mgt (Lux) S.A.
103
26.8
1977[+]Jul Baer RobecoSAM Smart Energy B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
122
19.9
1978[+]Jul Baer Multistock China Evolution B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1979[+]Jul Baer Multicooperation Multi Asset Strategic Allocation B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1980[+]Jul Baer Multicooperation Asset Allocation Dynamic B EURSwiss&Gbl Asset Mgt (Lux) S.A.
57
15.6
1981[+]Jul Baer Multibond Emerging Markets Opportunities Bond B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1982[+]Jul Baer Global Excellence Fixed Income EUR B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1983[+]Jul Baer Global Excellence Fixed Income CHF B CHFSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1984[+]Jul Baer Global Excellence Equity BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1985[+]Jul Baer Fixed Income Global High Investment Grade BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1986[+]Jul Baer Equity Special Value B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1987[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1988[+]Jul Baer Equity Global Excellence Europe B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1989[+]Jul Baer Equity Global Excellence Emerging Markets B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1990[+]Jul Baer Brazilian Equity Managers B CapSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1991[+]JPMorgan ThailandJPMorgan UTs (HK) Ltd
168
78.9
1992[+]JPMorgan SAR Japan A NAVJP Morgan (Asia) Limited
145
25.4
1993[+]JPMorgan SAR Hong Kong Dollar Bond A NAVJP Morgan (Asia) Limited
54
5.5
1994[+]JPMorgan SAR Hong Kong A NAVJP Morgan (Asia) Limited
133
44.6
1995[+]JPMorgan SAR Greater China A NAVJP Morgan (Asia) Limited
125
43.7
1996[+]JPMorgan SAR Global Bond A NAVJP Morgan (Asia) Limited
47
3.6
1997[+]JPMorgan SAR European A NAVJP Morgan (Asia) Limited
107
44.9
1998[+]JPMorgan SAR Asian A NAVJP Morgan (Asia) Limited
106
22.0
1999[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
96
56.1
2000[+]JPMorgan Provident US Dollar MoneyJP Morgan (Asia) Limited
53
-1.1
2001[+]JPMorgan Provident Stable CapitalJP Morgan (Asia) Limited
50
8.6
2002[+]JPMorgan Provident Hong Kong Dollar MoneyJP Morgan (Asia) Limited
54
0.2
2003[+]JPMorgan Provident Hong KongJP Morgan (Asia) Limited
132
43.2
2004[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
88
36.5
2005[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
72
29.4
2006[+]JPMorgan Provident Global BondJP Morgan (Asia) Limited
49
2.3
2007[+]JPMorgan Provident CapitalJP Morgan (Asia) Limited
48
13.1
2008[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
57
20.1
2009[+]JPMorgan Pacific TechnologyJPMorgan UTs (HK) Ltd
110
29.9
2010[+]JPMorgan Pacific SecuritiesJPMorgan UTs (HK) Ltd
113
33.0
2011[+]JPMorgan JPM Global Property Income NAVJP Morgan (Asia) Limited
93
43.3
2012[+]JPMorgan IndiaJPMorgan UTs (HK) Ltd
179
26.4
2013[+]JPMorgan EvergreenJP Morgan (Asia) Limited
69
20.1
2014[+]JPMorgan Eastern Smaller CompaniesJPMorgan UTs (HK) Ltd
103
51.0
2015[+]JPMorgan Eastern NAVJP Morgan (Asia) Limited
118
27.6
2016[+]JPMorgan AustraliaJP Morgan (Asia) Limited
125
32.2
2017[+]JPMorgan Asian Total Return Bond Acc NAV USDJP Morgan (Asia) Limited
51
SHn/a
2018[+]JPMorgan ASEANJPMorgan UTs (HK) Ltd
109
34.1
2019[+]JPM US Value A Dis USDJP Morgan Asset Management
100
60.8
2020[+]JPM US Technology A Dis USDJP Morgan Asset Management
144
33.3
2021[+]JPM US Smaller Companies A AccJP Morgan Asset Management
121
66.0
2022[+]JPM US Small Cap Growth A Dis USDJP Morgan Asset Management
162
49.9
2023[+]JPM US Short Duration Bond A Acc NAV USDJP Morgan Asset Management
52
1.7
2024[+]JPM US Select Long Short Equity A Acc NAV USDJP Morgan Asset Management
46
17.4
2025[+]JPM US Select Equity Plus A Acc NAV USDJP Morgan Asset Management
109
66.7

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