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You can restrict your search to funds which are domiciled in a specific country, which may have implications for their tax status.

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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.

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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 Passive Fund Rating

FE Passive Fund Rating

FE’s way of measuring how successful funds have been in replicating their chosen benchmarks, based predominantly on tracking difference and tracking error. Funds are given between one and five Passive Crowns – five being the highest.

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All Replication Methods

Replication Method

A passive fund can have one of the following replication methods:

Full Replication: A fund that employs full replication will buy every stock or share in the underlying index in order to exactly mimic its makeup. This is theoretically the most reliable way to replicate an index, however it employs a large amount of trading and therefore can take a lot of time, effort and expense to achieve. Due to this it is most suited for large liquid markets which have a manageable amount of companies.

Partial/Sampling: A fund that employs this method of replication buy a representative sample of the index’s holdings, rather than all the constituents. This is well suited to indices which include a large number of holdings for instance the MSCI World or where some companies are too illiquid to hold. The advantages are that transaction costs are kept lower, however because the fund’s holdings will differ from the index, tracking error is likely to be higher.

Synthetic Replication: A fund that employs this method will aim to replicate the index through the use of derivatives. This is typically achieved through the purchase of a swap contract usually from an investment bank (the counterparty) who agrees to pay the return of the index to the fund. Theoretically this means the tracking error should be zero. The risk is that the counterparty may be unable to honour its contract and the fund fails. To counteract this some counterparties post collateral to minimise this risk.

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Benchmark

An index against which funds are compared.

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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.

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Performance

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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: 576 funds

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576 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
1[+]Direxion Indexed Commodity Strategy ADirexion SharesSynthetic Replication-n/a
2[+]JB (CH) Physical Palladium USD AGAM Inv Mgt (Switzerland) Ltd.--0.57
3[+]Amundi ETF Commodities S&P GSCI MetalsAmundiSynthetic Replication-0.30
4[+]Direxion Monthly Commodity Bull 2xDirexion SharesSynthetic Replication-n/a
5[+]JB (CH) Physical Platinum USD AGAM Inv Mgt (Switzerland) Ltd.--0.54
6[+]Source Materials S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
7[+]UBS ETF (CH) - Gold (USD) A DisUBS AGFull Physical Replication-0.23
8[+]JB (CH) Physical Silver GBP A GBPGAM Inv Mgt (Switzerland) Ltd.--0.66
9[+]Source Energy S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
10[+]Swiss Franc Daily Hedged Agriculture DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
11[+]UBS (Irl) ETF plc - Solactive Global Pure Gold Miners UCITS ETF (USD) A DisUBS AGFull Physical Replication-0.43
12[+]Swiss Franc Daily Hedged Brent CrudeETF SecuritiesSynthetic Replication-n/a
13[+]Swiss Franc Daily Hedged AluminiumETF SecuritiesSynthetic Replication-n/a
14[+]UBS (Irl) ETF plc - Solactive Global Copper Mining UCITS ETF (USD) A DisUBS AGFull Physical Replication-0.48
15[+]iShares CSI Energy Index ABlackRock Ast Mgt Nth Asia LtdSynthetic Replication-n/a
16[+]Bnp Paribas Global Agribusiness Theam Easy UCITS ETF Classic EURTheam--n/a
17[+]UBS ETF (CH) - Gold (EUR) hedged (EUR) A DisUBS AGFull Physical Replication-0.23
18[+]iShares CSI Materials Index ABlackRock Ast Mgt Nth Asia LtdSynthetic ReplicationCSI China Sector 300 Materialsn/a
19[+]ComStage STOXX ® Europe 600 Oil & Gas NR UCITS ETFCommerzbank AGSynthetic Replication-n/a
20[+]ComStage STOXX ® Europe 600 Basic Resources NR UCITS ETFCommerzbank AGSynthetic Replication-n/a
21[+]ETFS Physical Swiss Gold USDETF SecuritiesFull Physical Replication-n/a
22[+]ComStage Commerzbank Commodity ex-Agriculture EW Index TR UCITS ETFCommerzbank AGSynthetic Replication-0.30
23[+]ComStage STOXX ® Europe 600 Chemicals NR UCITS ETFCommerzbank AGSynthetic Replication-n/a
24[+]Source STOXX Europe 600 Optimised Personal & Household GoodsSource Investment Mgmt LtdSynthetic Replication-0.30
25[+]Source STOXX Europe 600 Optimised Food & BeverageSource Investment Mgmt LtdSynthetic Replication-0.30
26[+]UBS ETF (CH) - Gold (CHF) hedged (CHF) A DisUBS AGFull Physical Replication-0.23
27[+]Source STOXX Europe 600 Optimised Oil & GasSource Investment Mgmt LtdSynthetic Replication-0.30
28[+]JB (CH) Physical Silver CHF A CHFGAM Inv Mgt (Switzerland) Ltd.--0.66
29[+]JB (CH) Physical Platinum EUR A EURGAM Inv Mgt (Switzerland) Ltd.--0.55
30[+]JB (CH) Physical Silver USD AGAM Inv Mgt (Switzerland) Ltd.--0.66
31[+]JB (CH) Physical Silver EUR A EURGAM Inv Mgt (Switzerland) Ltd.--0.66
32[+]JB (CH) Physical Platinum GBP A GBPGAM Inv Mgt (Switzerland) Ltd.--0.54
33[+]JB (CH) Physical Palladium EUR A EURGAM Inv Mgt (Switzerland) Ltd.--0.58
34[+]JB (CH) Physical Palladium CHF A USDGAM Inv Mgt (Switzerland) Ltd.--0.58
35[+]JB (CH) Physical Platinum CHF A CHFGAM Inv Mgt (Switzerland) Ltd.--0.55
36[+]JB (CH) Physical Palladium GBP A GBPGAM Inv Mgt (Switzerland) Ltd.--0.58
37[+]Swiss Franc Daily Hedged ZincETF SecuritiesSynthetic Replication-n/a
38[+]Swiss Franc Daily Hedged WheatETF SecuritiesSynthetic Replication-n/a
39[+]UBS CMCI Livestock USDUBS AG--n/a
40[+]ETFS Ex-Agriculture & Livestock DJ-UBSCIETF Securities--n/a
41[+]Swiss Franc Daily Hedged TinETF SecuritiesSynthetic Replication-n/a
42[+]Swiss Franc Daily Hedged SoybeansETF SecuritiesSynthetic Replication-n/a
43[+]Swiss Franc Daily Hedged Softs DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
44[+]Swiss Franc Daily Hedged SilverETF SecuritiesSynthetic Replication-n/a
45[+]Swiss Franc Daily Hedged SugarETF SecuritiesSynthetic Replication-n/a
46[+]iShares Silver Bullion CAD HedgedBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
47[+]iShares Gold BullionBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
48[+]iShares STOXX Europe 600 Chemicals UCITS ETF (DE)BlackRock Asset Mgmt Deu AG-Stoxx Europe 600 Euro0.46
49[+]iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)BlackRock Asset Mgmt Deu AG--0.46
50[+]iShares Broad Commodity Index CAD HedgedBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
51[+]iShares S&P Global Water IndexBlackRock Asset Mgt Canada Ltd--n/a
52[+]iShares Oil Sands IndexBlackRock Asset Mgt Canada Ltd--n/a
53[+]iShares Global Agriculture IndexBlackRock Asset Mgt Canada Ltd--n/a
54[+]iShares S&P/TSX Global Mining IndexBlackRock Asset Mgt Canada Ltd--n/a
55[+]Swiss Franc Daily Hedged CottonETF SecuritiesSynthetic Replication-n/a
56[+]Swiss Franc Daily Hedged WTI Crude OilETF SecuritiesSynthetic Replication-n/a
57[+]Swiss Franc Daily Hedged Longer Dated AgricultureETF SecuritiesSynthetic Replication-n/a
58[+]Swiss Franc Daily Hedged Energy DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
59[+]Swiss Franc Daily Hedged CopperETF SecuritiesSynthetic Replication-n/a
60[+]Swiss Franc Daily Hedged CocoaETF SecuritiesSynthetic Replication-n/a
61[+]Swiss Franc Daily Hedged GoldETF SecuritiesSynthetic Replication-n/a
62[+]Swiss Franc Daily Hedged CornETF SecuritiesSynthetic Replication-n/a
63[+]Swiss Franc Daily Hedged CoffeeETF SecuritiesSynthetic Replication-n/a
64[+]Swiss Franc Daily Hedged NickelETF SecuritiesSynthetic Replication-n/a
65[+]Swiss Franc Daily Hedged Natural GasETF SecuritiesSynthetic Replication-n/a
66[+]Swiss Franc Daily Hedged Precious Metals DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
67[+]Swiss Franc Daily Hedged PlatinumETF SecuritiesSynthetic Replication-n/a
68[+]Swiss Franc Daily Hedged LeadETF SecuritiesSynthetic Replication-n/a
69[+]Swiss Franc Daily Hedged Longer Dated EnergyETF SecuritiesSynthetic Replication-n/a
70[+]Swiss Franc Daily Hedged Longer Dated All CommoditiesETF SecuritiesSynthetic Replication-n/a
71[+]Swiss Franc Daily Hedged Industrial Metals DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
72[+]Swiss Franc Daily Hedged Grains DJ-UBS FDSMETF SecuritiesSynthetic Replication-n/a
73[+]ETFS EUR Daily Hedged WheatETF SecuritiesSynthetic Replication-n/a
74[+]ETFS EUR Daily Hedged SilverETF SecuritiesSynthetic Replication-n/a
75[+]First Trust Ise Revere Natural Gas IndexFirst Trust--n/a

Price total return performance figures are calculated on a mid price to mid price basis. Performance figures are shown in fund’s native currency unless otherwise specified with gross income (dividends) reinvested.