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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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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   £

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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  
1651[+]iShares Morningstar Large Value IndexBlackRock Fund Advisors
n/a
USD83.9047.2
1652[+]iShares Morningstar Large Growth IndexBlackRock Fund Advisors
n/a
USD118.6364.7
1653[+]iShares DJ US Technology Sector IndexBlackRock Fund Advisors
n/a
USD104.5651.5
1654[+]iShares FTSE NAREIT Residential Plus Capped IndexBlackRock Fund Advisors
n/a
USD56.0929.4
1655[+]iShares Dow Jones U.S Telecommunications Sector IndexBlackRock Fund Advisors
n/a
USD29.2940.9
1656[+]iShares DJ Transportation Average IndexBlackRock Fund Advisors
n/a
USD144.9959.8
1657[+]iShares DJ US IndexBlackRock Fund Advisors
n/a
USD104.2161.1
1658[+]iShares FTSE NAREIT Real Estate 50 IndexBlackRock Fund Advisors
n/a
USD43.4822.4
1659[+]iShares Dow Jones U.S Oil Equipment & Services IndexBlackRock Fund Advisors
n/a
USD47.986.8
1660[+]iShares DJ US Medical Devices IndexBlackRock Fund Advisors
n/a
USD119.8484.4
1661[+]iShares Dow Jones U.S Oil & Gas Exploration & Production IndexBlackRock Fund Advisors
n/a
USD70.6824.5
1662[+]iShares FTSE NAREIT Mortgage Plus Capped IndexBlackRock Fund Advisors
n/a
USD10.5711.1
1663[+]iShares Dow Jones U.S Regional Banks IndexBlackRock Fund Advisors
n/a
USD36.6060.7
1664[+]iShares Russell 2000 Value IndexBlackRock Fund Advisors
n/a
USD101.9853.5
1665[+]iShares Russell 3000 Value IndexBlackRock Fund Advisors
n/a
USD134.8159.8
1666[+]iShares Russell 3000 Growth IndexBlackRock Fund Advisors
n/a
USD81.3163.4
1667[+]iShares Russell Microcap IndexBlackRock Fund Advisors
n/a
USD81.4167.7
1668[+]iShares Russell Midcap IndexBlackRock Fund Advisors
n/a
USD170.3568.3
1669[+]iShares Russell Midcap Growth IndexBlackRock Fund Advisors
n/a
USD96.8267.6
1670[+]iShares Russell 3000 IndexBlackRock Fund Advisors
n/a
USD124.0561.7
1671[+]iShares S&P SmallCap 600 Value IndexBlackRock Fund Advisors
n/a
USD117.8366.0
1672[+]iShares S&P SmallCap 600 Growth IndexBlackRock Fund Advisors
n/a
USD130.9666.7
1673[+]iShares S&P North American Natural Resources Sector IndexBlackRock Fund Advisors
n/a
USD36.317.4
1674[+]iShares PHLX SOX Semiconductor Sector IndexBlackRock Fund Advisors
n/a
USD92.1283.2
1675[+]iShares S&P North American Technology-Multimedia Networking IndexBlackRock Fund Advisors
n/a
USD38.0656.0
1676[+]iShares Russell 1000 Growth IndexBlackRock Fund Advisors
n/a
USD99.0262.6
1677[+]iShares Russell 1000 IndexBlackRock Fund Advisors
n/a
USD116.0462.0
1678[+]iShares Russell 1000 Value IndexBlackRock Fund Advisors
n/a
USD103.1560.2
1679[+]iShares Russell 2000 Growth IndexBlackRock Fund Advisors
n/a
USD154.6472.0
1680[+]iShares Russell 2000 IndexBlackRock Fund Advisors
n/a
USD124.9362.8
1681[+]iShares Nasdaq Biotechnology IndexBlackRock Fund Advisors
n/a
USD369.13179.4
1682[+]iShares S&P 100 IndexBlackRock Fund Advisors
n/a
USD90.8754.6
1683[+]iShares Russell Midcap Value IndexBlackRock Fund Advisors
n/a
USD73.7267.8
1684[+]iShares Core S&P Total US Stock MarketBlackRock Fund Advisors
n/a
USD94.4361.2
1685[+]iShares Morningstar Small Value IndexBlackRock Fund Advisors
n/a
USD125.8559.6
1686[+]iShares Core S&P MidCapBlackRock Fund Advisors
n/a
USD149.8666.1
1687[+]iShares Bond 2016 Corporate ex-Financials TermBlackRock Fund Advisors
n/a
USD99.56n/a
1688[+]iShares 2018 AMT-Free Municipal TermBlackRock Fund Advisors
n/a
USD25.41n/a
1689[+]iShares Bond 2016 Corporate TermBlackRock Fund Advisors
n/a
USD100.82n/a
1690[+]iShares Bond 2018 Corporate TermBlackRock Fund Advisors
n/a
USD102.58n/a
1691[+]iShares Bond 2018 Corporate ex-Financials TermBlackRock Fund Advisors
n/a
USD98.74n/a
1692[+]iShares MSCI Colombia CappedBlackRock Fund Advisors
n/a
USD15.26n/a
1693[+]iShares Enhanced US Small CapBlackRock Fund Advisors
n/a
USD32.26n/a
1694[+]iShares Enhanced US Large CapBlackRock Fund Advisors
n/a
USD31.93n/a
1695[+]iShares MSCI USA Momentum FactorBlackRock Fund Advisors
n/a
USD71.38n/a
1696[+]iShares MSCI USA Value FactorBlackRock Fund Advisors
n/a
USD65.45n/a
1697[+]iShares MSCI USA Size FactorBlackRock Fund Advisors
n/a
USD65.37n/a
1698[+]ComStage LevDAX x2 UCITS ETFCommerzbank AG
n/a
EUR10.54n/a
1699[+]ComStage MSCI Spain TRN UCITS ETFCommerzbank AG
n/a
EUR20.21n/a
1700[+]ComStage ShortMDAX UCITS ETFCommerzbank AG
n/a
EUR32.89n/a
1701[+]DB X-Trackers FTSE All World Ex UK UCITS ETF 1C GBPDB Platinum Advisors ETF
86
GBP36.0246.3
1702[+]DB X-Trackers US Dollar Cash UCITS ETF 1C USDDB Platinum Advisors ETF
61
USD170.61-0.1
1703[+]ComStage MSCI Italy TRN UCITS ETFCommerzbank AG
n/a
EUR102.28n/a
1704[+]iShares Bond 2020 Corporate TermBlackRock Fund Advisors
n/a
USD103.98n/a
1705[+]iShares Bond 2020 Corporate ex-Financials TermBlackRock Fund Advisors
n/a
USD98.06n/a
1706[+]iShares Bond 2023 Corporate ex-Financials TermBlackRock Fund Advisors
n/a
USD95.24n/a
1707[+]Qbasis i Trend I EURQbasis Fund Management
n/a
EUR139.50n/a
1708[+]iShares Bond 2023 Corporate TermBlackRock Fund Advisors
n/a
USD103.33n/a
1709[+]LYXOR UCITS ETF SG European Quality Income NTR D EURLyxor Asset Mgmt Luxembourg SA
82
EUR128.57n/a
1710[+]Lyxor ETF FTSE ATHEX 20Lyxor Asset Mgt
365
EUR1.167.1
1711[+]Lyxor UCITS ETF PRIVEX D EURLyxor Asset Mgt
103
EUR6.7296.8
1712[+]Lyxor UCITS ETF EuroMTS 5-7Y Investment Grade EURLyxor Asset Mgt
52
EUR153.2221.7
1713[+]Lyxor Ucits ETF Msci Usa EURLyxor Asset Mgt
95
EUR180.5881.1
1714[+]Lyxor UCITS ETF EuroMTS 7-10Y Investment Grade EURLyxor Asset Mgt
54
EUR158.5926.7
1715[+]Lyxor UCITS ETF MSCI India C EURLyxor Asset Mgt
161
EUR14.7852.1
1716[+]Lyxor UCITS ETF HongKong HSI D EURLyxor Asset Mgt
127
EUR29.6663.4
1717[+]Lyxor UCITS ETF MSCI Korea C EURLyxor Asset Mgt
127
EUR44.2816.8
1718[+]Lyxor UCITS ETF IBEX 35 (DR)Lyxor Asset Mgt
138
EUR108.7672.0
1719[+]Lyxor UCITS ETF STOXX EUROPE SELECT DIVIDEND 30Lyxor Asset Mgt
90
EUR16.9849.0
1720[+]Lyxor UCITS ETF STOXX EUROPE 600 OIL & GASLyxor Asset Mgt
162
EUR35.598.9
1721[+]Deka EURO STOXX 50® UCITS ETFDeka ETFs
n/a
EUR34.7266.7
1722[+]Deka DAX® UCITS ETFDeka ETFs
n/a
EUR102.6566.9
1723[+]Deka STOXX® Europe Strong Growth 20 UCITS ETFDeka ETFs
n/a
EUR24.2755.8
1724[+]Deka STOXX® Europe Strong Style Composite 40 UCITS ETFDeka ETFs
n/a
EUR21.9664.6
1725[+]Deka STOXX® Europe Strong Value 20 UCITS ETFDeka ETFs
n/a
EUR19.1474.8

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