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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

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  
676[+]Deka iBoxx EUR Liquid Germany Covered Diversified UCITS ETFDeka ETFs
n/a
EUR112.176.9
677[+]ETFS Physical Swiss Gold USDETF Securities
110
USD114.03-28.8
678[+]ProShares Ultrapro Short 20+ Year TreasuryUS ProShares
n/a
USD47.36-28.4
679[+]PS S&P 500 High Dividend PortfolioInvesco PowerShares
n/a
USD31.95n/a
680[+]Deka EURO STOXX 50® Daily Short UCITS ETFDeka ETFs
n/a
EUR18.62-46.2
681[+]PS Build America Bond PortfolioInvesco PowerShares
n/a
USD28.8612.2
682[+]SSGA SPDR BofA Merrill Lynch Emerging Markets Corporate Bond UCITS USDState Street Global Advisors
64
USD97.06n/a
683[+]iShares MSCI World Minimum Volatility UCITS ETF USDiShares
71
USD33.95n/a
684[+]iShares S&P 500 CHF Hedged UCITS ETF CHFiShares
146
CHF37.47n/a
685[+]JB (CH) Physical Palladium EUR A EURGAM Inv Mgt (Switzerland) Ltd.
n/a
EUR435.1714.6
686[+]JB (CH) Physical Platinum CHF A CHFGAM Inv Mgt (Switzerland) Ltd.
n/a
CHF990.87-30.8
687[+]JB (CH) Physical Palladium GBP A GBPGAM Inv Mgt (Switzerland) Ltd.
n/a
GBP404.7517.0
688[+]iShares MSCI World CHF Hedged UCITS ETF CHFiShares
144
CHF37.19n/a
689[+]iShares MSCI Europe Minimum Volatility UCITS ETFiShares
80
EUR38.04n/a
690[+]iShares MSCI Emerging Markets Minimum Volatility UCITS ETF USDiShares
93
USD26.91n/a
691[+]iShares S&P 500 Minimum Volatility UCITS ETF USDiShares
83
USD37.36n/a
692[+]iShares MSCI Japan CHF Hedged UCITS ETF CHFiShares
171
CHF52.43n/a
693[+]JB (CH) Physical Palladium CHF A USDGAM Inv Mgt (Switzerland) Ltd.
n/a
USD637.299.7
694[+]Vanguard ValueVanguard
n/a
USD83.9762.7
695[+]Vanguard Extended MarketVanguard
n/a
USD92.2964.9
696[+]Vanguard GrowthVanguard
n/a
USD107.8162.9
697[+]Vanguard Total Stock MarketVanguard
n/a
USD107.7261.5
698[+]Vanguard Small CapVanguard
n/a
USD121.8661.8
699[+]Vanguard FTSE Emerging MarketsVanguard
n/a
USD41.009.8
700[+]Vanguard UtilitiesVanguard
n/a
USD90.2827.8
701[+]Vanguard Telecommunication ServicesVanguard
n/a
USD87.1638.6
702[+]Vanguard Large CapVanguard
n/a
USD95.5260.9
703[+]Vanguard EuropeanVanguard
n/a
USD54.2839.8
704[+]Vanguard PacificVanguard
n/a
USD61.7333.2
705[+]Vanguard REITVanguard
n/a
USD75.9428.3
706[+]Vanguard Short Term Corporate BondVanguard
n/a
USD79.376.9
707[+]Vanguard Long Term Government BondVanguard
n/a
USD71.922.0
708[+]Vanguard Intermediate Term Corporate BondVanguard
n/a
USD84.5211.0
709[+]Vanguard Mortgage Backed SecuritiesVanguard
n/a
USD52.685.1
710[+]Vanguard Long Term Corporate BondVanguard
n/a
USD84.8210.1
711[+]Vanguard Intermediate Term Government BondVanguard
n/a
USD64.142.5
712[+]Vanguard Mega Cap IndexVanguard
n/a
USD70.7958.9
713[+]Vanguard FTSE All World ex USVanguard
n/a
USD48.8031.0
714[+]Vanguard Mega Cap GrowthVanguard
n/a
USD83.5961.8
715[+]Vanguard Short Term Government BondVanguard
n/a
USD61.011.6
716[+]Vanguard Mega Cap ValueVanguard
n/a
USD60.2557.3
717[+]Vanguard Total Bond MarketVanguard
n/a
USD80.883.0
718[+]Vanguard Long Term BondVanguard
n/a
USD86.733.9
719[+]Vanguard Extended Duration TreasuryVanguard
n/a
USD107.151.4
720[+]Vanguard Mid Cap ValueVanguard
n/a
USD91.1769.5
721[+]Vanguard Mid Cap GrowthVanguard
n/a
USD106.9365.8
722[+]Vanguard Intermediate Term BondVanguard
n/a
USD83.374.0
723[+]Market Vectors PolandVan Eck Global
n/a
USD17.463.4
724[+]ETFS Short CHF Long USD USDETF Securities
176
USD40.98-7.3
725[+]Vanguard Dividend AppreciationVanguard
n/a
USD79.3548.7
726[+]Vanguard Short Term BondVanguard
n/a
USD79.942.5
727[+]Vanguard High Dividend YieldVanguard
n/a
USD67.7651.9
728[+]Vanguard FTSE Developed MarketsVanguard
n/a
USD39.9439.5
729[+]Vanguard Consumer StaplesVanguard
n/a
USD126.3551.8
730[+]Vanguard Consumer DiscretVanguard
n/a
USD125.4786.3
731[+]Vanguard Health CareVanguard
n/a
USD140.89111.1
732[+]Vanguard Information TechnologyVanguard
n/a
USD106.8258.6
733[+]Vanguard FinancialsVanguard
n/a
USD50.2968.9
734[+]Vanguard IndustrialsVanguard
n/a
USD104.9764.2
735[+]Vanguard Small Cap GrowthVanguard
n/a
USD134.4059.5
736[+]Vanguard Small Cap ValueVanguard
n/a
USD108.3762.8
737[+]Vanguard Mid CapVanguard
n/a
USD127.9667.9
738[+]Vanguard MaterialsVanguard
n/a
USD107.9544.5
739[+]Vanguard EnergyVanguard
n/a
USD105.3311.7
740[+]ComStage STOXX ® Europe 600 NR UCITS ETFCommerzbank AG
n/a
EUR74.1763.1
741[+]ComStage EURO STOXX ® Select Dividend 30 NR UCITS ETFCommerzbank AG
n/a
EUR37.1053.6
742[+]ComStage STOXX ® Europe 600 Automobiles & Parts NR UCITS ETFCommerzbank AG
n/a
EUR101.18128.1
743[+]ComStage STOXX ® Europe 600 Construction & Materials NR UCITS ETFCommerzbank AG
n/a
EUR72.4674.7
744[+]ComStage STOXX ® Europe 600 Banks NR UCITS ETFCommerzbank AG
n/a
EUR46.4072.8
745[+]ComStage EURO STOXX 50 ® NR UCITS ETFCommerzbank AG
n/a
EUR67.9164.6
746[+]Vanguard Total World Stock IndexVanguard
n/a
USD61.7743.6
747[+]Vanguard FTSE All World ex US Small CapVanguard
n/a
USD102.1436.4
748[+]UBS ETF (CH) - Gold (CHF) hedged (CHF) A DisUBS AG
n/a
CHF111.30-31.1
749[+]ComStage Dow Jones Industrial Average (TM) UCITS ETFCommerzbank AG
n/a
USD197.2242.8
750[+]ComStage DAX® TR UCITS ETFCommerzbank AG
n/a
EUR109.9067.9

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