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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  
1[+]Lyxor MSCI EMULyxor Asset Mgt
106
EUR49.5181.1
2[+]Source FTSE 100Source Investment Mgmt Ltd
102
GBP52.6036.6
3[+]DB X-Trackers MSCI USA Index UCITS ETF 1C USDDB Platinum Advisors ETF
90
USD53.7661.6
4[+]UBS ETFs plc - MSCI EMU SF UCITS ETF (EUR) A AccUBS AG
107
EUR165.8079.0
5[+]Amundi ETF MSCI USA A EURAmundi Asset Management
90
EUR225.1597.1
6[+]Amundi ETF MSCI UK EURAmundi Asset Management
100
EUR201.3455.4
7[+]iShares £ Index-Linked Gilts UCITS ETF GBPiShares
85
GBP15.2924.8
8[+]Amundi ETF MSCI EMU EURAmundi Asset Management
106
EUR184.6681.4
9[+]HSBC FTSE 100HSBC Asset Management (IRL)
100
GBP70.9536.6
10[+]Source S&P 500Source Investment Mgmt Ltd
94
USD354.8061.6
11[+]iShares £ Corporate Bond ex-Financials UCITS ETF GBPiShares
42
GBP123.1525.6
12[+]iShares £ Corporate Bond 1-5yr UCITS ETF GBPiShares
10
GBP106.1317.1
13[+]Lyxor UCITS ETF FTSE 100Lyxor Asset Mgt
100
GBP8.5637.4
14[+]iShares UK Gilts 0-5yr UCITS ETF 0 5 GBPiShares
10
GBP132.143.1
15[+]iShares Core S&P 500 - B UCITS ETF Acc USDiShares
89
USD194.0161.5
16[+]iShares Core UK Gilts UCITS ETF GBPiShares
48
GBP12.5414.5
17[+]UBS ETFs plc - MSCI USA SF UCITS ETF (USD) A AccUBS AG
90
USD53.2360.9
18[+]UBS ETFs plc - S&P 500 SF UCITS ETF (USD) A AccUBS AG
89
USD35.4761.2
19[+]iShares Core FTSE 100 UCITS ETF Inc GBPiShares
100
GBP7.0636.5
20[+]Lyxor UCITS ETF MSCI EMU VALUELyxor Asset Mgt
113
EUR131.1583.6
21[+]DB X-Trackers FTSE All Share UCITS ETF (DR) 1D GBPDB Platinum Advisors ETF
96
GBP3.9240.7
22[+]UBS ETF - MSCI USA UCITS ETF (USD) A DisUBS AG
89
USD203.0560.3
23[+]Amundi ETF S&P 500 A EURAmundi Asset Management
90
EUR32.9097.6
24[+]Lyxor UCITS ETF MSCI EMU Small CapLyxor Asset Mgt
104
EUR248.5394.6
25[+]DB X-Trackers FTSE 100 UCITS ETF (DR) - Income 1D GBPDB Platinum Advisors ETF
100
GBP7.2936.4
26[+]iShares S&P 500 UCITS ETF Inc USDiShares
90
USD21.0760.8
27[+]UBS ETF - MSCI EMU UCITS ETF (EUR) A DisUBS AG
107
EUR123.1581.6
28[+]iShares MSCI Europe ex-UK UCITS ETF EURiShares
96
EUR32.4881.4
29[+]HSBC MSCI USA USDHSBC Asset Management (IRL)
90
USD20.3460.3
30[+]HSBC S&P 500 USDHSBC Asset Management (IRL)
90
USD21.2462.1
31[+]Source MSCI USA USDSource Investment Mgmt Ltd
94
USD52.9460.6
32[+]ComStage FTSE 100 TR UCITS ETFCommerzbank AG
100
GBP53.4037.2
33[+]Lyxor UCITS ETF Iboxx Liquid Corporates Long Dated GBPLyxor Asset Mgt
49
GBP137.8927.2
34[+]Amundi ETF MSCI Europe Ex UK EURAmundi Asset Management
96
EUR26.8181.2
35[+]Amundi ETF FTSE 100 A EURAmundi Asset Management
100
EUR741.6556.1
36[+]Lyxor UCITS ETF MSCI EMU GROWTHLyxor Asset Mgt
102
EUR120.0275.5
37[+]ETFS Russell 2000 US Small Cap GO UCTS ETF EURETF Securities
103
EUR47.38100.5
38[+]Source FTSE 250Source Investment Mgmt Ltd
95
GBP117.5968.6
39[+]Lyxor UCITS ETF Iboxx Gilts (DR) GBPLyxor Asset Mgt
51
GBP132.1015.2
40[+]UBS ETF - MSCI Emerging Markets UCITS ETF (USD) A DisUBS AG
105
USD105.0010.5
41[+]UBS ETF - MSCI EMU Small Cap UCITS ETF (EUR) A DisUBS AG
104
EUR83.9196.0
42[+]HSBC Euro Stoxx 50 X EURHSBC Asset Management (IRL)
115
EUR38.1481.0
43[+]HSBC MSCI Emerging Markets USDHSBC Asset Management (IRL)
107
USD10.6210.7
44[+]Lyxor FTSE All ShareLyxor Asset Mgt
96
GBP4.5541.2
45[+]Source Russell 2000 USDSource Investment Mgmt Ltd
107
USD58.5163.8
46[+]UBS ETF - FTSE 100 UCITS ETF (GBP) A DisUBS AG
100
GBP66.1236.2
47[+]Amundi ETF EURO STOXX 50Amundi Asset Management
113
EUR70.8780.2
48[+]DB X-Trackers S&P 500 UCITS ETF 1C USDDB Platinum Advisors ETF
90
USD35.6561.3
49[+]DB X-Trackers FTSE 250 UCITS ETF (DR) 1D GBPDB Platinum Advisors ETF
95
GBP18.0167.6
50[+]Lyxor Japan (TOPIX) D EURLyxor Asset Mgt
107
EUR123.5874.2
51[+]Amundi ETF MSCI Japan UCITS ETF A EURAmundi Asset Management
109
EUR178.3174.7
52[+]Amundi ETF STOXX EUROPE 50Amundi Asset Management
93
EUR70.5164.1
53[+]Amundi ETF FTSE UK Dividend PlusAmundi Asset Management
99
GBP10.2965.5
54[+]DB X-Trackers MSCI Emerging Markets Index UCITS ETF 1C USDDB Platinum Advisors ETF
106
USD41.799.2
55[+]iShares EURO Dividend UCITS ETF EURiShares
102
EUR21.9968.5
56[+]Source EURO STOXX 50 AccSource Investment Mgmt Ltd
115
EUR69.4779.4
57[+]iShares MSCI Japan UCITS ETF Inc USDiShares
110
USD13.3142.9
58[+]iShares STOXX Europe 50 UCITS ETF EURiShares
93
EUR36.0463.4
59[+]iShares FTSE 250 UCITS ETF GBPiShares
95
GBP17.2268.1
60[+]Lyxor UCITS ETF MSCI Emerging Markets C EURLyxor Asset Mgt
106
EUR10.1434.2
61[+]Amundi ETF MSCI Emerging Markets A EURAmundi Asset Management
106
EUR3.9834.8
62[+]Lyxor UCITS ETF Euro Stoxx 50 DLyxor Asset Mgt
113
EUR36.9780.1
63[+]iShares MSCI Europe ex-UK UCITS ETFBlackRock Asset Mgmt Deu AG
96
EUR32.4883.1
64[+]iShares UK Dividend UCITS ETF GBPiShares
99
GBP10.0763.3
65[+]UBS ETF - MSCI Japan UCITS ETF (JPY) A DisUBS AG
109
JPY5,016.25111.4
66[+]SSGA SPDR S&P 500 UCITS USDState Street Global Advisors
87
USD211.5160.1
67[+]SSGA SPDR FTSE UK All Share UCITSState Street Global Advisors
98
GBP42.0243.6
68[+]iShares UK Property UCITS ETF GBPiShares
106
GBP6.7392.6
69[+]iShares European Property Yield UCITS ETF EURiShares
96
EUR38.5978.8
70[+]HSBC MSCI Japan USDHSBC Asset Management (IRL)
108
USD30.4143.7
71[+]iShares EURO STOXX 50 UCITS ETF Dist EURiShares
113
EUR37.5179.1
72[+]UBS ETF - MSCI EMU Value UCITS ETF (EUR) A DisUBS AG
113
EUR43.4183.8
73[+]UBS ETFs plc - MSCI EMU Growth SF UCITS ETF (EUR) A AccUBS AG
102
EUR282.9373.0
74[+]UBS ETFs plc - MSCI Japan SF UCITS ETF (JPY) A AccUBS AG
109
JPY17,832.63110.8
75[+]Source MSCI Japan USDSource Investment Mgmt Ltd
108
USD52.9643.3

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