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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: 2960 funds

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2960 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
1426[+]Source STOXX Europe 600 Optimised TechnologySource Investment Mgmt LtdSynthetic Replication-0.30
1427[+]Source STOXX Europe 600 Optimised Travel & LeisureSource Investment Mgmt LtdSynthetic Replication-0.30
1428[+]Source STOXX Europe 600 Optimised TelecommunicationsSource Investment Mgmt LtdSynthetic Replication-0.30
1429[+]Source STOXX Europe 600 Optimised Oil & GasSource Investment Mgmt LtdSynthetic Replication-0.30
1430[+]Source STOXX Europe 600 Optimised Health CareSource Investment Mgmt LtdSynthetic Replication-0.30
1431[+]Source STOXX Europe 600 Optimised Food & BeverageSource Investment Mgmt LtdSynthetic Replication-0.30
1432[+]Source STOXX Europe 600 Optimised Industrial Goods & ServicesSource Investment Mgmt LtdSynthetic Replication-0.30
1433[+]Source STOXX Europe 600 Optimised MediaSource Investment Mgmt LtdSynthetic Replication-0.30
1434[+]Source STOXX Europe 600 Optimised InsuranceSource Investment Mgmt LtdSynthetic Replication-0.30
1435[+]Source Physical PlatinumSource Investment Mgmt LtdSynthetic Replication-0.94
1436[+]Source JPX-Nikkei 400 UCITS ETF JPYSource Investment Mgmt LtdSynthetic Replication-n/a
1437[+]Source JPM Macro Hedge US TR Source USDSource Investment Mgmt LtdSynthetic Replication-0.25
1438[+]Source Man GLG Asia Plus UCITSSource Investment Mgmt LtdSynthetic Replication-1.40
1439[+]Source Materials S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
1440[+]Source Man GLG Continental Europe Plus UCITSSource Investment Mgmt LtdSynthetic Replication-0.75
1441[+]Source JP Morgan Macro Hedge Dual Vega Target 4%Source Investment Mgmt Ltd--n/a
1442[+]Source Goldman Sachs Equity Factor Index WorldSource Investment Mgmt LtdSynthetic Replication-n/a
1443[+]Source Financials S&P US Select USDSource Investment Mgmt LtdSynthetic Replication-0.30
1444[+]Source Health Care S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
1445[+]Source JP Morgan Macro Hedge Dual TR SourceSource Investment Mgmt LtdSynthetic Replication-0.25
1446[+]Source Industrials S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
1447[+]Source Nomura Modelled PERI UCITS ETFSource Investment Mgmt LtdSynthetic Replication-0.30
1448[+]Source Nasdaq Biotech UCITS ETFSource Investment Mgmt Ltd--n/a
1449[+]Source Nomura Voltage Mid Term SourceSource Investment Mgmt LtdSynthetic Replication-0.30
1450[+]Source Physical PalladiumSource Investment Mgmt LtdSynthetic Replication-0.39
1451[+]Source Physical Gold USDSource Investment Mgmt LtdSynthetic Replication-0.29
1452[+]Source MSCI World USDSource Investment Mgmt LtdSynthetic ReplicationMSCI World0.45
1453[+]Source Morningstar US Energy Infrastructure MLP UCITS A USDSource Investment Mgmt LtdSynthetic Replication-1.25
1454[+]Source Morgan Stanley Europe MEMO PlusSource Investment Mgmt Ltd--n/a
1455[+]Source MSCI ChinaSource Investment Mgmt LtdSynthetic ReplicationMSCI China0.95
1456[+]Source MSCI Europe Value SourceSource Investment Mgmt LtdSynthetic ReplicationMSCI Europe Value0.65
1457[+]Source MSCI EuropeSource Investment Mgmt LtdSynthetic ReplicationMSCI Europe0.30
1458[+]SPDR S&P World Ex AustraliaState St Gbl Advsrs Aus SrvLtd--n/a
1459[+]SPDR S&P Global DividendState St Gbl Advsrs Aus SrvLtd--n/a
1460[+]SPDR S&PASX 200 Financials EX A REITState St Gbl Advsrs Aus SrvLtd-S&P ASX 200 Financial ex-A-REIT (Sector)n/a
1461[+]SSGA BofA Merrill Lynch Crossover Corporate BondSSgA Funds ManagementFull Physical Replication-n/a
1462[+]SSGA ABF Pan Asia Bond IndexState Street Global Advisors SGP LtdSampled Physical Replication-n/a
1463[+]SPDR S&P Emerging MarketsState St Gbl Advsrs Aus SrvLtdSampled Physical Replication-n/a
1464[+]SPDR S&P ASX 200 Listed PropertyState St Gbl Advsrs Aus SrvLtd-S&P ASX 200 A-REIT (Sector)n/a
1465[+]SPDR S&P ASX 200State St Gbl Advsrs Aus SrvLtd-S&P ASX 200n/a
1466[+]SPDR S&P ASX 200 ResourcesState St Gbl Advsrs Aus SrvLtd-S&P ASX 200 Resourcesn/a
1467[+]SPDR S&P ASX Small OrdinariesState St Gbl Advsrs Aus SrvLtd-S&P ASX Small Ordinariesn/a
1468[+]SPDR S&P ASX 50State St Gbl Advsrs Aus SrvLtd-S&P ASX 50n/a
1469[+]SSGA S&P 400 US Mid Cap UCITSState Street Global AdvisorsFull Physical Replication-0.30
1470[+]SSGA S&P 1500 Momentum TiltSSgA Funds ManagementSampled Physical Replication-n/a
1471[+]SSGA S&P Aerospace & DefenseSSgA Funds ManagementSampled Physical ReplicationS&P Aerospace & Defense Select Industryn/a
1472[+]SSGA S&P Health Care ServicesSSgA Funds ManagementSampled Physical ReplicationS&P Health Care Services Select Industryn/a
1473[+]SSGA S&P Global Natural ResourcesSSgA Funds ManagementSampled Physical Replication-n/a
1474[+]SSGA Russell 2000 Low VolatilitySSgA Funds ManagementSampled Physical Replication-n/a
1475[+]SSGA Global AllocationSSgA Funds ManagementSampled Physical ReplicationMSCI AC World IMIn/a
1476[+]SSGA BofA Merrill Lynch Emerging Markets Corporate BondSSgA Funds ManagementSampled Physical Replication-n/a
1477[+]SSGA Income AllocationSSgA Funds ManagementSampled Physical ReplicationMSCI Worldn/a
1478[+]SSGA Russell 1000 Low VolatilitySSgA Funds ManagementSampled Physical Replication-n/a
1479[+]SSGA Multi-Asset Real ReturnSSgA Funds ManagementSampled Physical Replication-n/a
1480[+]SPDR S&P 500 ETF Trust AUDState St Gbl Advsrs Aus SrvLtd--n/a
1481[+]SPDR AEX UCITS ETFState Street Global AdvisorsFull Physical ReplicationEuronext AEX All Share0.30
1482[+]Source Utilities S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
1483[+]SPDR Dow Jones Global Real EstateState St Gbl Advsrs Aus SrvLtd-Dow Jones Global Select Real Estate Securitiesn/a
1484[+]SPDR MSCI Europe Consumer Discretionary UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Consumer Discretionary0.30
1485[+]SPDR MSCI Australia Select High Dividend YieldState St Gbl Advsrs Aus SrvLtd-MSCI Australia High Dividend Yieldn/a
1486[+]Source Technology S&P US Select USDSource Investment Mgmt LtdSynthetic Replication-0.30
1487[+]Source STOXX Europe Mid 200Source Investment Mgmt LtdSynthetic Replication-0.35
1488[+]Source STOXX Europe 600 Optimised UtilitiesSource Investment Mgmt LtdSynthetic Replication-0.30
1489[+]Source STOXX Europe Small 200Source Investment Mgmt LtdSynthetic Replication-0.35
1490[+]Source STOXX Japan International Exposure Net Total Return IndexSource Investment Mgmt Ltd--n/a
1491[+]Source STOXX Japan International Exposure Net Total Return HedgedSource Investment Mgmt Ltd--n/a
1492[+]SPDR MSCI Europe Technology UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Information Technology0.30
1493[+]SPDR MSCI Europe Small Cap UCITS ETFState Street Global AdvisorsSampled Physical ReplicationMSCI Europe Small Cap0.30
1494[+]SPDR MSCI Europe Telecommunications UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Telecommunications Services0.30
1495[+]SPDR MSCI Europe Utilities UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Utilities0.30
1496[+]SPDR MSCI Europe UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe0.25
1497[+]SPDR MSCI Europe Materials UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Materials0.30
1498[+]SPDR MSCI Europe Energy UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Energy0.30
1499[+]SPDR MSCI Europe Consumer Staples UCITS ETFState Street Global AdvisorsFull Physical ReplicationMSCI Europe/Consumer Staples0.30
1500[+]SPDR MSCI Europe Financials UCITS ETFState Street Global AdvisorsFull Physical Replication-0.30

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.