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

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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   £

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For Sale In

Fund performance league table: 2971 funds

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2971 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Passive Fund Rating Currency Price 3y  
676[+]JB (CH) Physical Palladium GBP A GBPGAM Inv Mgt (Switzerland) Ltd.
n/a
GBP358.504.8
677[+]JB (CH) Physical Platinum GBP A GBPGAM Inv Mgt (Switzerland) Ltd.
n/a
GBP574.16-30.9
678[+]JB (CH) Physical Platinum CHF A CHFGAM Inv Mgt (Switzerland) Ltd.
n/a
CHF886.34-32.8
679[+]iShares S&P 500 CHF Hedged UCITS ETF CHFiShares
139
CHF37.85n/a
680[+]iShares S&P 500 Minimum Volatility UCITS ETF USDiShares
80
USD38.39n/a
681[+]iShares MSCI Europe Minimum Volatility UCITS ETFiShares
79
EUR39.69n/a
682[+]JB (CH) Physical Palladium CHF A USDGAM Inv Mgt (Switzerland) Ltd.
n/a
USD564.230.4
683[+]iShares MSCI World CHF Hedged UCITS ETF CHFiShares
137
CHF37.71n/a
684[+]iShares MSCI Japan CHF Hedged UCITS ETF CHFiShares
166
CHF52.55n/a
685[+]JB (CH) Physical Platinum EUR A EURGAM Inv Mgt (Switzerland) Ltd.
n/a
EUR612.05-39.7
686[+]Source Technology S&P US Select USDSource Investment Mgmt Ltd
109
USD98.9149.9
687[+]Source Utilities S&P US SelectSource Investment Mgmt Ltd
115
USD242.3423.7
688[+]Source Health Care S&P US SelectSource Investment Mgmt Ltd
108
USD327.70103.0
689[+]Source Industrials S&P US SelectSource Investment Mgmt Ltd
109
USD262.7754.5
690[+]Source Materials S&P US SelectSource Investment Mgmt Ltd
112
USD231.3535.5
691[+]iShares Core Long Term US BondBlackRock Fund Advisors
n/a
USD60.625.5
692[+]JB (CH) Physical Silver EUR A EURGAM Inv Mgt (Switzerland) Ltd.
n/a
EUR9.06-54.8
693[+]JB (CH) Physical Silver CHF A CHFGAM Inv Mgt (Switzerland) Ltd.
n/a
CHF13.07-49.5
694[+]JB (CH) Physical Silver USD AGAM Inv Mgt (Switzerland) Ltd.
n/a
USD14.05-47.8
695[+]iShares 10+ Year Credit BondBlackRock Fund Advisors
n/a
USD58.046.1
696[+]UBS ETF (CH) - Gold (USD) A DisUBS AG
n/a
USD107.31-32.0
697[+]Vanguard Intermediate Term Corporate BondVanguard
n/a
USD85.2310.3
698[+]Vanguard Short Term Corporate BondVanguard
n/a
USD79.546.4
699[+]Vanguard Long Term Corporate BondVanguard
n/a
USD87.489.0
700[+]Source STOXX Europe 600 Optimised Automobiles & PartsSource Investment Mgmt Ltd
158
EUR390.0072.9
701[+]Vanguard Mortgage Backed SecuritiesVanguard
n/a
USD53.155.6
702[+]Vanguard Long Term Government BondVanguard
n/a
USD76.396.2
703[+]Vanguard Mega Cap GrowthVanguard
n/a
USD85.6263.9
704[+]Vanguard Mega Cap IndexVanguard
n/a
USD71.6259.6
705[+]Vanguard Mega Cap ValueVanguard
n/a
USD60.3156.7
706[+]Vanguard Intermediate Term Government BondVanguard
n/a
USD64.903.4
707[+]Vanguard Short Term Government BondVanguard
n/a
USD61.081.6
708[+]Source STOXX Europe 600 Optimised BanksSource Investment Mgmt Ltd
139
EUR87.7766.5
709[+]Source STOXX Europe 600 Optimised Food & BeverageSource Investment Mgmt Ltd
100
EUR346.4028.2
710[+]Source STOXX Europe 600 Optimised Financial ServicesSource Investment Mgmt Ltd
123
EUR205.3097.2
711[+]Source STOXX Europe 600 Optimised Health CareSource Investment Mgmt Ltd
102
EUR259.3761.9
712[+]Source STOXX Europe 600 Optimised Industrial Goods & ServicesSource Investment Mgmt Ltd
102
EUR192.1235.9
713[+]Source STOXX Europe 600 Optimised Personal & Household GoodsSource Investment Mgmt Ltd
98
EUR452.1750.6
714[+]Source STOXX Europe Small 200Source Investment Mgmt Ltd
95
EUR48.1853.7
715[+]Source STOXX Europe 600 Optimised ChemicalsSource Investment Mgmt Ltd
114
EUR398.5241.2
716[+]Source STOXX Europe 600 Optimised Basic ResourcesSource Investment Mgmt Ltd
167
EUR231.79-20.4
717[+]Source STOXX Europe 600 Optimised Construction & MaterialsSource Investment Mgmt Ltd
124
EUR287.7659.2
718[+]Source STOXX Europe Mid 200Source Investment Mgmt Ltd
96
EUR77.3856.6
719[+]Source STOXX Europe 600Source Investment Mgmt Ltd
96
EUR75.9543.2
720[+]Vanguard Health CareVanguard
n/a
USD143.83115.2
721[+]Vanguard Consumer StaplesVanguard
n/a
USD131.3755.1
722[+]Vanguard FinancialsVanguard
n/a
USD51.1472.7
723[+]Vanguard Telecommunication ServicesVanguard
n/a
USD86.6735.2
724[+]Vanguard Information TechnologyVanguard
n/a
USD107.9760.6
725[+]Vanguard Consumer DiscretVanguard
n/a
USD128.6090.4
726[+]Vanguard Mid CapVanguard
n/a
USD128.3270.0
727[+]Vanguard Small Cap GrowthVanguard
n/a
USD134.2065.9
728[+]Vanguard EnergyVanguard
n/a
USD95.711.3
729[+]Vanguard IndustrialsVanguard
n/a
USD104.1963.2
730[+]Vanguard MaterialsVanguard
n/a
USD101.2538.5
731[+]Vanguard UtilitiesVanguard
n/a
USD95.2431.2
732[+]Vanguard Small CapVanguard
n/a
USD120.5565.4
733[+]Vanguard GrowthVanguard
n/a
USD110.1965.4
734[+]Vanguard Total Stock MarketVanguard
n/a
USD108.4562.6
735[+]Vanguard FTSE All World ex USVanguard
n/a
USD48.1428.7
736[+]Vanguard REITVanguard
n/a
USD79.4332.0
737[+]Vanguard ValueVanguard
n/a
USD83.9259.0
738[+]Vanguard PacificVanguard
n/a
USD60.3933.0
739[+]Vanguard Large CapVanguard
n/a
USD96.4961.8
740[+]Vanguard EuropeanVanguard
n/a
USD55.4242.8
741[+]Vanguard Extended MarketVanguard
n/a
USD91.4467.7
742[+]Vanguard FTSE Emerging MarketsVanguard
n/a
USD37.843.1
743[+]ComStage STOXX ® Europe 600 Personal & Household Goods NR UCITS ETFCommerzbank AG
n/a
EUR145.5251.1
744[+]ComStage STOXX ® Europe 600 Oil & Gas NR UCITS ETFCommerzbank AG
n/a
EUR67.75-10.0
745[+]ComStage STOXX ® Europe 600 Real Estate NR UCITS ETFCommerzbank AG
n/a
EUR30.8549.8
746[+]ComStage STOXX ® Europe 600 Technology NR UCITS ETFCommerzbank AG
n/a
EUR49.9655.5
747[+]ComStage STOXX ® Europe 600 Retail NR UCITS ETFCommerzbank AG
n/a
EUR70.1936.7
748[+]ComStage STOXX ® Europe 600 Media NR UCITS ETFCommerzbank AG
n/a
EUR59.9579.4
749[+]ComStage STOXX ® Europe 600 Food & Beverage NR UCITS ETFCommerzbank AG
n/a
EUR111.6130.3
750[+]ComStage STOXX ® Europe 600 Financial Services NR UCITS ETFCommerzbank AG
n/a
EUR96.6295.6

Price total return performance figures are calculated on a mid price to mid price basis. Performance figures are shown in Pound sterling (GBP) 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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.