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Domicile

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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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.

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Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

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Investment Focus

Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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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.

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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

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

Fund size   £

Launch date     

For Sale In

Fund performance league table: 2960 funds

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2960 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Passive Fund Rating Currency Price 3y  
1[+]Source MSCI USA USDSource Investment Mgmt Ltd
96
USD52.2358.9
2[+]iShares £ Corporate Bond 1-5yr UCITS ETF GBPiShares
12
GBP105.3515.7
3[+]iShares MSCI Europe ex-UK UCITS ETF EURiShares
100
EUR30.7670.1
4[+]DB X-Trackers FTSE 100 UCITS ETF (DR) - Income 1D GBPDB Platinum Advisors ETF
100
GBP6.8729.3
5[+]Source FTSE 100Source Investment Mgmt Ltd
102
GBP49.5929.0
6[+]HSBC S&P 500 USDHSBC Asset Management (IRL)
92
USD20.9759.4
7[+]UBS ETF - MSCI EMU UCITS ETF (EUR) A DisUBS AG
110
EUR118.8570.3
8[+]Amundi ETF S&P 500 A EURAmundi
95
EUR31.5781.0
9[+]Lyxor MSCI EMULyxor Asset Mgt
110
EUR47.7269.4
10[+]DB X-Trackers FTSE All Share UCITS ETF (DR) 1D GBPDB Platinum Advisors ETF
96
GBP3.7435.4
11[+]UBS ETFs plc - MSCI USA SF UCITS ETF (USD) A AccUBS AG
92
USD52.5158.8
12[+]UBS ETFs plc - S&P 500 SF UCITS ETF (USD) A AccUBS AG
92
USD34.9958.5
13[+]DB X-Trackers MSCI USA Index UCITS ETF 1C USDDB Platinum Advisors ETF
94
USD53.0559.4
14[+]iShares S&P 500 UCITS ETF Inc USDiShares
92
USD20.7058.1
15[+]Lyxor UCITS ETF FTSE 100Lyxor Asset Mgt
101
GBP8.0729.8
16[+]iShares £ Index-Linked Gilts UCITS ETF GBPiShares
89
GBP14.6120.4
17[+]UBS ETF - MSCI USA UCITS ETF (USD) A DisUBS AG
94
USD200.1358.0
18[+]iShares £ Corporate Bond ex-Financials UCITS ETF GBPiShares
48
GBP115.5817.6
19[+]iShares Core UK Gilts UCITS ETF GBPiShares
52
GBP12.038.2
20[+]HSBC MSCI USA USDHSBC Asset Management (IRL)
93
USD20.0758.1
21[+]DB X-Trackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF (DR) 1C EURDB Platinum Advisors ETF
102
EUR23.2072.8
22[+]Amundi ETF MSCI UK EURAmundi
100
EUR191.5046.6
23[+]Amundi ETF MSCI USA A EURAmundi
95
EUR216.0781.2
24[+]Amundi ETF MSCI EMU EURAmundi
110
EUR178.0269.9
25[+]iShares UK Gilts 0-5yr UCITS ETF 0 5 GBPiShares
11
GBP131.082.2
26[+]HSBC FTSE 100HSBC Asset Management (IRL)
100
GBP66.8729.0
27[+]iShares Core S&P 500 - B UCITS ETF Acc USDiShares
92
USD191.4559.2
28[+]UBS ETFs plc - MSCI EMU SF UCITS ETF (EUR) A AccUBS AG
110
EUR159.5367.8
29[+]Lyxor UCITS ETF MSCI EMU Small CapLyxor Asset Mgt
106
EUR244.5593.8
30[+]Source S&P 500Source Investment Mgmt Ltd
96
USD350.1459.0
31[+]Lyxor UCITS ETF MSCI EMU VALUELyxor Asset Mgt
117
EUR125.5768.6
32[+]iShares Core FTSE 100 UCITS ETF Inc GBPiShares
100
GBP6.5729.0
33[+]Lyxor UCITS ETF MSCI EMU GROWTHLyxor Asset Mgt
106
EUR116.5968.6
34[+]Lyxor FTSE All ShareLyxor Asset Mgt
96
GBP4.3435.4
35[+]Lyxor UCITS ETF FTSE 250Lyxor Asset Mgt
95
GBP20.3872.2
36[+]ComStage FTSE 100 TR UCITS ETFCommerzbank AG
100
GBP50.3629.6
37[+]Lyxor UCITS ETF Iboxx Liquid Corporates Long Dated GBPLyxor Asset Mgt
58
GBP130.4418.5
38[+]Lyxor UCITS ETF Iboxx Gilts (DR) GBPLyxor Asset Mgt
56
GBP127.698.5
39[+]Amundi ETF MSCI Europe Ex UK EURAmundi
100
EUR25.7270.2
40[+]Amundi ETF FTSE 100 A EURAmundi
100
EUR706.3247.7
41[+]ETFS Russell 2000 US Small Cap GO UCTS ETF EURETF Securities
107
EUR45.6484.0
42[+]HSBC Euro Stoxx 50 X EURHSBC Asset Management (IRL)
120
EUR36.6667.1
43[+]Source Russell 2000 USDSource Investment Mgmt Ltd
110
USD57.9361.3
44[+]UBS ETF - MSCI Emerging Markets UCITS ETF (USD) A DisUBS AG
110
USD97.6210.0
45[+]UBS ETF - MSCI EMU Small Cap UCITS ETF (EUR) A DisUBS AG
105
EUR82.6695.3
46[+]HSBC MSCI Emerging Markets USDHSBC Asset Management (IRL)
113
USD9.858.7
47[+]Source FTSE 250Source Investment Mgmt Ltd
95
GBP118.4871.9
48[+]Lyxor UCITS ETF Euro Stoxx 50 DLyxor Asset Mgt
118
EUR35.5766.5
49[+]Source EURO STOXX 50 AccSource Investment Mgmt Ltd
120
EUR66.8366.3
50[+]Amundi ETF EURO STOXX 50Amundi
118
EUR68.1566.7
51[+]DB X-Trackers FTSE 250 UCITS ETF (DR) 1D GBPDB Platinum Advisors ETF
95
GBP18.1271.4
52[+]DB X-Trackers MSCI Emerging Markets Index UCITS ETF 1C USDDB Platinum Advisors ETF
111
USD38.798.5
53[+]HSBC MSCI Japan USDHSBC Asset Management (IRL)
114
USD29.5543.8
54[+]Lyxor Japan (TOPIX) D EURLyxor Asset Mgt
114
EUR117.8763.4
55[+]Amundi ETF STOXX EUROPE 50Amundi
96
EUR67.0852.7
56[+]DB X-Trackers S&P 500 UCITS ETF 1C USDDB Platinum Advisors ETF
94
USD35.1859.9
57[+]Lyxor UCITS ETF MSCI Emerging Markets C EURLyxor Asset Mgt
111
EUR9.1624.2
58[+]iShares MSCI Europe ex-UK UCITS ETFBlackRock Asset Mgmt Deu AG
101
EUR30.7669.6
59[+]Amundi ETF MSCI Emerging Markets A EURAmundi
111
EUR3.5924.8
60[+]iShares EURO Dividend UCITS ETF EURiShares
105
EUR20.4554.4
61[+]UBS ETF - MSCI Japan UCITS ETF (JPY) A DisUBS AG
116
JPY5,008.12120.1
62[+]UBS ETF - FTSE 100 UCITS ETF (GBP) A DisUBS AG
101
GBP62.3428.7
63[+]iShares UK Dividend UCITS ETF GBPiShares
101
GBP9.6356.9
64[+]Amundi ETF MSCI Japan A EURAmundi
116
EUR168.5162.9
65[+]iShares UK Property UCITS ETF GBPiShares
113
GBP6.5579.9
66[+]iShares European Property Yield UCITS ETF EURiShares
110
EUR34.2252.3
67[+]Amundi ETF FTSE UK Dividend PlusAmundi
101
GBP9.9658.0
68[+]iShares FTSE 250 UCITS ETF GBPiShares
95
GBP17.2171.5
69[+]iShares EURO STOXX 50 UCITS ETF Dist EURiShares
118
EUR35.9765.9
70[+]iShares STOXX Europe 50 UCITS ETF EURiShares
96
EUR33.9651.9
71[+]SSGA SPDR S&P 500 UCITS USDState Street Global Advisors
93
USD205.8658.9
72[+]iShares MSCI Japan UCITS ETF Inc USDiShares
116
USD12.8643.1
73[+]HSBC FTSE EPRA/NAREIT Developed USDHSBC Asset Management (IRL)
90
USD21.9528.1
74[+]Source MSCI Japan USDSource Investment Mgmt Ltd
115
USD51.4643.5
75[+]Lyxor UCTIS ETF Russell 1000 Growth C USDLyxor Asset Mgt
n/a
USD113.86n/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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund