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Fund name

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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Management Groups

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: 2879 funds

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2879 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Passive Fund Rating Currency Price 3y  
676[+]Vanguard Mid Cap ValueVanguard
n/a
USD93.0172.2
677[+]Vanguard Mid Cap GrowthVanguard
n/a
USD109.7467.1
678[+]Vanguard FTSE Developed MarketsVanguard
n/a
USD41.6040.6
679[+]Vanguard Small Cap GrowthVanguard
n/a
USD136.1665.6
680[+]Vanguard Small Cap ValueVanguard
n/a
USD110.5969.2
681[+]Vanguard Extended Duration TreasuryVanguard
n/a
USD125.5828.1
682[+]Vanguard Short Term BondVanguard
n/a
USD80.483.3
683[+]Vanguard High Dividend YieldVanguard
n/a
USD69.6559.6
684[+]Vanguard Intermediate Term BondVanguard
n/a
USD86.109.0
685[+]Vanguard Total Bond MarketVanguard
n/a
USD83.206.8
686[+]Vanguard Long Term BondVanguard
n/a
USD95.1217.9
687[+]Vanguard FinancialsVanguard
n/a
USD49.6064.6
688[+]Vanguard Health CareVanguard
n/a
USD139.22117.4
689[+]Vanguard Information TechnologyVanguard
n/a
USD109.1660.1
690[+]Vanguard UtilitiesVanguard
n/a
USD97.4645.2
691[+]Vanguard Telecommunication ServicesVanguard
n/a
USD90.7156.9
692[+]Vanguard Consumer StaplesVanguard
n/a
USD127.8160.2
693[+]Vanguard EnergyVanguard
n/a
USD116.4621.3
694[+]Vanguard Mid CapVanguard
n/a
USD130.9369.9
695[+]Vanguard MaterialsVanguard
n/a
USD110.5345.9
696[+]Vanguard Consumer DiscretVanguard
n/a
USD124.1283.2
697[+]Vanguard IndustrialsVanguard
n/a
USD108.6366.7
698[+]ETFS Short CAD Long USD USDETF Securities
94
USD50.1015.0
699[+]ETFS Long CAD Short USD USDETF Securities
50
USD43.34-19.1
700[+]ETFS Long EUR Short USD USDETF Securities
46
USD34.51-20.9
701[+]ETFS Long JPY Short USD USDETF Securities
65
USD35.19-34.6
702[+]ETFS Short EUR Long USD USDETF Securities
106
USD62.2317.3
703[+]ETFS Short GBP Long USD USDETF Securities
100
USD49.982.1
704[+]iShares S&P India Nifty 50 IndexBlackRock Fund Advisors
n/a
USD30.3636.5
705[+]UOB United SSE 50 ChinaUOB
n/a
SGD3.2592.6
706[+]ETFS Long AUD Short USD USDETF Securities
68
USD48.33-20.7
707[+]ETFS Long GBP Short USD USDETF Securities
4
USD43.66-8.8
708[+]ETFS Short AUD Long USD USDETF Securities
95
USD43.2416.0
709[+]ETFS Long CHF Short USD USDETF Securities
141
USD49.41-8.6
710[+]ETFS Short SEK Long USD USDETF Securities
97
USD52.3619.6
711[+]ETFS Short CHF Long USD USDETF Securities
171
USD41.58-1.7
712[+]Vanguard Dividend AppreciationVanguard
n/a
USD81.3650.9
713[+]Market Vectors PolandVan Eck Global
n/a
USD19.1011.3
714[+]ETFS Long SEK Short USD USDETF Securities
53
USD40.20-22.9
715[+]ETFS Long NZD Short USD USDETF Securities
67
USD57.26-1.7
716[+]ETFS Short JPY Long USD USDETF Securities
90
USD61.0540.5
717[+]ETFS Short NZD Long USD USDETF Securities
108
USD36.11-7.0
718[+]ETFS Short NOK Long USD USDETF Securities
117
USD56.0424.3
719[+]ETFS Long NOK Short USD USDETF Securities
60
USD37.26-26.4
720[+]Vanguard Large CapVanguard
n/a
USD97.2864.3
721[+]Source STOXX Europe 600 Optimised Food & BeverageSource Investment Mgmt Ltd
97
EUR351.7965.9
722[+]Source STOXX Europe 600 Optimised Financial ServicesSource Investment Mgmt Ltd
123
EUR204.62135.7
723[+]Source STOXX Europe 600 Optimised Health CareSource Investment Mgmt Ltd
95
EUR257.67105.3
724[+]Source STOXX Europe 600 Optimised Industrial Goods & ServicesSource Investment Mgmt Ltd
103
EUR198.4568.1
725[+]Source STOXX Europe 600 Optimised Personal & Household GoodsSource Investment Mgmt Ltd
95
EUR433.3877.8
726[+]Source STOXX Europe Small 200Source Investment Mgmt Ltd
99
EUR47.7877.7
727[+]Source STOXX Europe 600 Optimised ChemicalsSource Investment Mgmt Ltd
112
EUR397.7274.0
728[+]Source STOXX Europe 600 Optimised Basic ResourcesSource Investment Mgmt Ltd
158
EUR285.840.8
729[+]Source STOXX Europe 600 Optimised Construction & MaterialsSource Investment Mgmt Ltd
126
EUR288.1689.5
730[+]Source STOXX Europe Mid 200Source Investment Mgmt Ltd
97
EUR77.3584.0
731[+]Source STOXX Europe 600Source Investment Mgmt Ltd
94
EUR76.6474.6
732[+]Source STOXX Europe 600 Optimised TelecommunicationsSource Investment Mgmt Ltd
113
EUR126.3377.3
733[+]Source STOXX Europe 600 Optimised TechnologySource Investment Mgmt Ltd
112
EUR62.08107.0
734[+]Source STOXX Europe 600 Optimised Travel & LeisureSource Investment Mgmt Ltd
123
EUR207.02126.2
735[+]Vanguard FTSE All World ex US Small CapVanguard
n/a
USD103.7932.1
736[+]Source STOXX Europe 600 Optimised UtilitiesSource Investment Mgmt Ltd
117
EUR174.7845.7
737[+]Source STOXX Europe 600 Optimised RetailSource Investment Mgmt Ltd
111
EUR182.4862.9
738[+]Source MSCI EuropeSource Investment Mgmt Ltd
94
EUR209.5071.7
739[+]Source STOXX Europe 600 Optimised InsuranceSource Investment Mgmt Ltd
108
EUR93.32124.3
740[+]Source MSCI World USDSource Investment Mgmt Ltd
84
USD46.8048.6
741[+]Source STOXX Europe 600 Optimised Oil & GasSource Investment Mgmt Ltd
171
EUR168.8913.6
742[+]Source STOXX Europe 600 Optimised MediaSource Investment Mgmt Ltd
101
EUR115.44123.6
743[+]Vanguard Total Stock MarketVanguard
n/a
USD109.7065.4
744[+]Vanguard Small CapVanguard
n/a
USD123.9268.1
745[+]Vanguard REITVanguard
n/a
USD82.4143.7
746[+]Vanguard Mega Cap IndexVanguard
n/a
USD71.9962.6
747[+]Vanguard FTSE All World ex USVanguard
n/a
USD51.3332.5
748[+]Vanguard GrowthVanguard
n/a
USD110.0366.3
749[+]Vanguard EuropeanVanguard
n/a
USD56.3842.9
750[+]Vanguard PacificVanguard
n/a
USD64.5736.5

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