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0 622

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

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Fund performance league table: 4058 funds

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4058 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]Jul Baer RobecoSAM Smart Energy B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
120
23.7
1952[+]Jul Baer Multistock China Evolution B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1953[+]Jul Baer Multicooperation Multi Asset Strategic Allocation B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1954[+]Jul Baer Multicooperation Asset Allocation Dynamic B EURSwiss&Gbl Asset Mgt (Lux) S.A.
51
21.0
1955[+]Jul Baer Multibond Emerging Markets Opportunities Bond B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1956[+]Jul Baer Global Excellence Fixed Income EUR B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1957[+]Jul Baer Global Excellence Fixed Income CHF B CHFSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1958[+]Jul Baer Global Excellence Equity BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1959[+]Jul Baer Fixed Income Global Low Investment Grade B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1960[+]Jul Baer Fixed Income Global High Investment Grade B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1961[+]Jul Baer Fixed Income Emerging Markets Hard Currency B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1962[+]Jul Baer Equity Special Value B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1963[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1964[+]Jul Baer Equity Global Excellence Europe B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1965[+]Jul Baer Equity Global Excellence Emerging Markets B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1966[+]Jul Baer Brazilian Equity Managers B CapSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1967[+]JSS Corporate Bond - Global Emerging Markets P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1968[+]JSS CET Equity Fund P hedged acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1969[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1970[+]JPMorgan ThailandJPMorgan UTs (HK) Ltd
143
58.9
1971[+]JPMorgan SAR Japan A NAVJP Morgan (Asia) Limited
136
32.7
1972[+]JPMorgan SAR Hong Kong Dollar Bond A NAVJP Morgan (Asia) Limited
47
6.0
1973[+]JPMorgan SAR Hong Kong A NAVJP Morgan (Asia) Limited
122
43.8
1974[+]JPMorgan SAR Greater China A NAVJP Morgan (Asia) Limited
116
47.2
1975[+]JPMorgan SAR Global Bond A NAVJP Morgan (Asia) Limited
41
5.4
1976[+]JPMorgan SAR European A NAVJP Morgan (Asia) Limited
99
57.2
1977[+]JPMorgan SAR Asian A NAVJP Morgan (Asia) Limited
94
22.4
1978[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
95
72.0
1979[+]JPMorgan Provident US Dollar MoneyJP Morgan (Asia) Limited
46
-1.1
1980[+]JPMorgan Provident Stable CapitalJP Morgan (Asia) Limited
45
10.2
1981[+]JPMorgan Provident Hong Kong Dollar MoneyJP Morgan (Asia) Limited
46
0.2
1982[+]JPMorgan Provident Hong KongJP Morgan (Asia) Limited
122
42.6
1983[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
85
42.3
1984[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
70
34.4
1985[+]JPMorgan Provident Global BondJP Morgan (Asia) Limited
43
4.1
1986[+]JPMorgan Provident CapitalJP Morgan (Asia) Limited
46
15.4
1987[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
56
23.6
1988[+]JPMorgan Pacific TechnologyJPMorgan UTs (HK) Ltd
102
38.1
1989[+]JPMorgan Pacific SecuritiesJPMorgan UTs (HK) Ltd
103
34.7
1990[+]JPMorgan JPM Global Property Income NAVJP Morgan (Asia) Limited
85
58.2
1991[+]JPMorgan IndiaJPMorgan UTs (HK) Ltd
160
46.5
1992[+]JPMorgan EvergreenJP Morgan (Asia) Limited
65
24.3
1993[+]JPMorgan Eastern Smaller CompaniesJPMorgan UTs (HK) Ltd
90
64.5
1994[+]JPMorgan Eastern NAVJP Morgan (Asia) Limited
110
28.5
1995[+]JPMorgan AustraliaJP Morgan (Asia) Limited
109
26.7
1996[+]JPMorgan Asian Total Return Bond Acc NAV USDJP Morgan (Asia) Limited
44
SHn/a
1997[+]JPMorgan ASEANJPMorgan UTs (HK) Ltd
92
28.6
1998[+]JPM US Value A Dis USDJP Morgan Asset Management
93
71.7
1999[+]JPM US Technology A Dis USDJP Morgan Asset Management
130
53.8
2000[+]JPM US Smaller Companies A (perf) AccJP Morgan Asset Management
109
65.7
2001[+]JPM US Small Cap Growth A Dis USDJP Morgan Asset Management
143
57.1
2002[+]JPM US Short Duration Bond A Acc NAV USDJP Morgan Asset Management
45
1.0
2003[+]JPM US Select Long Short Equity A (perf) Acc NAV USDJP Morgan Asset Management
41
25.3
2004[+]JPM US Select Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
98
83.4
2005[+]JPM US Growth A Acc NAV USDJP Morgan Asset Management
109
64.1
2006[+]JPM US Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
108
79.3
2007[+]JPM US Dollar Money Market A Acc NAV USDJP Morgan Asset Management
n/a
SHn/a
2008[+]JPM US Aggregate Bond A Acc NAV USDJP Morgan Asset Management
47
6.4
2009[+]JPM Turkey Equity A Acc NAVJP Morgan Asset Management
237
52.4
2010[+]JPM Taiwan A Acc NAV USDJP Morgan Asset Management
124
37.2
2011[+]JPM Systematic Alpha A Acc EURJP Morgan Asset Management
28
US9.8
2012[+]JPM Sterling Bond A DisJP Morgan Asset Management
54
28.8
2013[+]JPM Singapore A Acc NAV USDJP Morgan Asset Management
80
32.7
2014[+]JPM Russia A Acc NAV USDJP Morgan Asset Management
200
-33.2
2015[+]JPM Renminbi Bond A Acc NAV USDJP Morgan Asset Management
47
SHn/a
2016[+]JPM Pacific Equity A Dis USDJP Morgan Asset Management
104
34.9
2017[+]JPM Managed Reserves A NAV USDJP Morgan Asset Management
1
1.2
2018[+]JPM Liq US Dollar Treasury Liquidity Morgan NAV USDJP Morgan Liquidity Fund
45
0.0
2019[+]JPM Liq US Dollar Liquidity X NAVJP Morgan Liquidity Fund
45
0.8
2020[+]JPM Liq Sterling Liquidity X AccJP Morgan Liquidity Fund
0
1.7
2021[+]JPM Liq Euro Liquidity DJP Morgan Liquidity Fund
44
0.0
2022[+]JPM Liq Australian Dollar Liquidity Morgan Dis AUDJP Morgan Liquidity Fund
71
15.0
2023[+]JPM Latin America Equity A Dis NAV USDJP Morgan Asset Management
167
-9.7
2024[+]JPM Korea Equity A Acc NAV USDJP Morgan Asset Management
118
13.1
2025[+]JPM Japan Market Neutral A Acc JPYJP Morgan Asset Management
71
US0.3

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