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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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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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For Sale In

Fund performance league table: 4011 funds

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4011 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1951[+]Jupiter JGF Merlin International Equities L Acc EURJupiter Asset Management
100
42.6
1952[+]Jupiter JGF Merlin International Balanced Portfolio L Acc EURJupiter Asset Management
68
25.2
1953[+]Jupiter JGF Japan Select L Acc USDJupiter Asset Management
140
28.2
1954[+]Jupiter JGF India Select L A Inc USDJupiter Asset Management
178
46.4
1955[+]Jupiter JGF Global Financials L Acc EURJupiter Asset Management
120
83.6
1956[+]Jupiter JGF Global Equities L Acc USDJupiter Asset Management
97
47.5
1957[+]Jupiter JGF Global Ecology Growth L Acc EURJupiter Asset Management
108
63.0
1958[+]Jupiter JGF Global Convertibles L Acc EURJupiter Asset Management
42
23.8
1959[+]Jupiter JGF European Opportunities L Acc EURJupiter Asset Management
124
77.5
1960[+]Jupiter JGF European Growth L Acc EURJupiter Asset Management
116
92.1
1961[+]Jupiter JGF Europa L B Acc EURJupiter Asset Management
66
21.1
1962[+]Jupiter JGF Dynamic Bond L Q Inc EURJupiter Asset Management
21
SHn/a
1963[+]Jupiter JGF China Select L Acc USDJupiter Asset Management
141
55.6
1964[+]Jupiter JGF Asia Pacific L Acc USDJupiter Asset Management
101
32.4
1965[+]Jul Baer RobecoSAM Sustainable Water B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
99
76.8
1966[+]Jul Baer RobecoSAM Smart Materials B EURSwiss&Gbl Asset Mgt (Lux) S.A.
107
40.9
1967[+]Jul Baer RobecoSAM Smart Energy B Cap EURSwiss&Gbl Asset Mgt (Lux) S.A.
133
33.8
1968[+]Jul Baer Multistock China Evolution B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1969[+]Jul Baer Multicooperation Multi Asset Strategic Allocation B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1970[+]Jul Baer Multicooperation Asset Allocation Dynamic B EURSwiss&Gbl Asset Mgt (Lux) S.A.
59
21.9
1971[+]Jul Baer Multibond Emerging Markets Opportunities Bond B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1972[+]Jul Baer Global Excellence Fixed Income EUR B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1973[+]Jul Baer Global Excellence Fixed Income CHF B CHFSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1974[+]Jul Baer Global Excellence Equity BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1975[+]Jul Baer Fixed Income Global High Investment Grade BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1976[+]Jul Baer Equity Special Value B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1977[+]Jul Baer Equity Global Excellence North America BSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1978[+]Jul Baer Equity Global Excellence Europe B EURSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1979[+]Jul Baer Equity Global Excellence Emerging Markets B USDSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1980[+]Jul Baer Brazilian Equity Managers B CapSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
SHn/a
1981[+]JSS Corporate Bond - Global Emerging Markets P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1982[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
SHn/a
1983[+]JPMorgan ThailandJPMorgan UTs (HK) Ltd
162
75.1
1984[+]JPMorgan SAR Japan A NAVJP Morgan (Asia) Limited
160
36.9
1985[+]JPMorgan SAR Hong Kong Dollar Bond A NAVJP Morgan (Asia) Limited
54
5.5
1986[+]JPMorgan SAR Hong Kong A NAVJP Morgan (Asia) Limited
139
52.3
1987[+]JPMorgan SAR Greater China A NAVJP Morgan (Asia) Limited
131
53.9
1988[+]JPMorgan SAR Global Bond A NAVJP Morgan (Asia) Limited
48
6.2
1989[+]JPMorgan SAR European A NAVJP Morgan (Asia) Limited
107
67.7
1990[+]JPMorgan SAR Asian A NAVJP Morgan (Asia) Limited
108
31.6
1991[+]JPMorgan SAR American A NAVJP Morgan (Asia) Limited
105
78.1
1992[+]JPMorgan Provident US Dollar MoneyJP Morgan (Asia) Limited
53
-1.1
1993[+]JPMorgan Provident Stable CapitalJP Morgan (Asia) Limited
51
10.5
1994[+]JPMorgan Provident Hong Kong Dollar MoneyJP Morgan (Asia) Limited
54
0.2
1995[+]JPMorgan Provident Hong KongJP Morgan (Asia) Limited
138
51.0
1996[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
95
49.1
1997[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
77
39.4
1998[+]JPMorgan Provident Global BondJP Morgan (Asia) Limited
50
4.6
1999[+]JPMorgan Provident CapitalJP Morgan (Asia) Limited
51
17.7
2000[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
63
27.1
2001[+]JPMorgan Pacific TechnologyJPMorgan UTs (HK) Ltd
118
41.0
2002[+]JPMorgan Pacific SecuritiesJPMorgan UTs (HK) Ltd
118
41.0
2003[+]JPMorgan JPM Global Property Income NAVJP Morgan (Asia) Limited
98
60.2
2004[+]JPMorgan IndiaJPMorgan UTs (HK) Ltd
182
50.5
2005[+]JPMorgan EvergreenJP Morgan (Asia) Limited
74
26.3
2006[+]JPMorgan Eastern Smaller CompaniesJPMorgan UTs (HK) Ltd
102
61.8
2007[+]JPMorgan Eastern NAVJP Morgan (Asia) Limited
122
36.0
2008[+]JPMorgan AustraliaJP Morgan (Asia) Limited
126
40.7
2009[+]JPMorgan Asian Total Return Bond Acc NAV USDJP Morgan (Asia) Limited
51
SHn/a
2010[+]JPMorgan ASEANJPMorgan UTs (HK) Ltd
107
39.2
2011[+]JPM US Value A Dis USDJP Morgan Asset Management
107
80.1
2012[+]JPM US Technology A Dis USDJP Morgan Asset Management
152
53.5
2013[+]JPM US Smaller Companies A (perf) AccJP Morgan Asset Management
126
78.4
2014[+]JPM US Small Cap Growth A Dis USDJP Morgan Asset Management
168
66.2
2015[+]JPM US Short Duration Bond A Acc NAV USDJP Morgan Asset Management
52
1.7
2016[+]JPM US Select Long Short Equity A (perf) Acc NAV USDJP Morgan Asset Management
47
24.0
2017[+]JPM US Select Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
114
88.7
2018[+]JPM US Growth A Acc NAV USDJP Morgan Asset Management
127
68.6
2019[+]JPM US Equity Plus A (perf) Acc NAV USDJP Morgan Asset Management
124
87.7
2020[+]JPM US Dollar Money Market A Acc NAV USDJP Morgan Asset Management
n/a
SHn/a
2021[+]JPM US Aggregate Bond A Acc NAV USDJP Morgan Asset Management
55
7.2
2022[+]JPM Turkey Equity A Acc NAVJP Morgan Asset Management
271
56.8
2023[+]JPM Taiwan A Dist NAV USDJP Morgan Asset Management
142
39.8
2024[+]JPM Systematic Alpha A Acc EURJP Morgan Asset Management
32
US11.8
2025[+]JPM Sterling Bond A DisJP Morgan Asset Management
59
29.7

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