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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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5 year at least   %

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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  
1201[+]Market Vectors Prerefunded Municipal IndexVan Eck Global--n/a
1202[+]Boost FTSE 100 3x Leverage Daily ETPBoost ETP a WisdomTree CompanySynthetic Replication-n/a
1203[+]CFS DBX Trck S&P 500 Equal Weight DR 1C Acc £LSE ETFs--n/a
1204[+]Boost FTSE 100 3x Short Daily ETPBoost ETP a WisdomTree CompanySynthetic Replication-n/a
1205[+]Boost EURO STOXX 50 3x Short Daily ETPBoost ETP a WisdomTree CompanySynthetic Replication-n/a
1206[+]Boost EURO STOXX 50 3x Leverage Daily ETPBoost ETP a WisdomTree CompanySynthetic Replication-n/a
1207[+]Lyxor ETF FTSE Developed Europe ex-UK (DR)Lyxor Asset MgtFull Physical Replication-n/a
1208[+]Source JP Morgan Macro Hedge Dual Vega Target 4%Source Investment Mgmt Ltd--n/a
1209[+]HSBC MSCI Brazil USDHSBC Asset Management (IRL)Full Physical ReplicationMSCI Brazil0.60
1210[+]ProShares VIX Short-Term Futures ETFUS ProShares--n/a
1211[+]Lyxor Fortune SG UCITS ETF MSCI CHINA A DR C USDLyxor Asset MgtFull Physical Replication-n/a
1212[+]ProShares VIX Mid-Term Futures ETFUS ProShares--n/a
1213[+]SSGA SPDR Euro STOXX Low Volatility UCITS ETF NAV EURState Street Global AdvisorsSampled Physical Replication-n/a
1214[+]ETFS-E Fund MSCI China A GO UCITS ETF USDETF SecuritiesSampled Physical Replication-0.88
1215[+]iShares Core MSCI Emerging Markets IMI UCITS ETF USDiSharesSampled Physical Replication-0.25
1216[+]iShares CSI Consumer Discretionary Index ABlackRock Ast Mgt Nth Asia LtdSynthetic ReplicationCSI China Sector 300 Consolidated Discretionaryn/a
1217[+]iShares CSI Consumer Staples Index ABlackRock Ast Mgt Nth Asia LtdSynthetic ReplicationCSI China Sector 300 Consolidated Staplesn/a
1218[+]Lyxor UCITS ETF Lyxor Daily Double Short 10Y US Treasury C GBPLyxor Asset MgtSynthetic Replication-n/a
1219[+]Global X FTSE Portugal 20 ETFGlobal X FundsFull Physical Replication-n/a
1220[+]iShares MSCI Emerging Markets Eastern Europe IndexBlackRock Fund AdvisorsSampled Physical Replication-n/a
1221[+]ETFS Physical Swiss GoldETF SecuritiesFull Physical Replication-n/a
1222[+]Lyxor UCITS ETF Lyxor Daily Double Short 10Y UK Gilts CLyxor Asset Mgt--n/a
1223[+]Lyxor UCITS ETF Daily Double Short 10Y Japan Government Bonds C GBPLyxor Asset MgtSynthetic Replication-n/a
1224[+]ETFS Short AUD Long EURETF SecuritiesSynthetic Replication-n/a
1225[+]ETFS Long USD Short EURETF SecuritiesSynthetic Replication-n/a
1226[+]ETFS Short CAD Long EURETF SecuritiesSynthetic Replication-n/a
1227[+]ETFS Short USD Long EURETF SecuritiesSynthetic Replication-n/a
1228[+]ETFS Short NZD Long EURETF SecuritiesSynthetic Replication-n/a
1229[+]ETFS Long NZD Short EURETF SecuritiesSynthetic Replication-n/a
1230[+]ETFS US Energy Infrastructure MLP GO UCITS ETF USDETF SecuritiesSynthetic Replication-0.45
1231[+]Market Vectors Emerging Markets Local Currency BondVan Eck Global--n/a
1232[+]Fundlogic Global Equity Factors UCITS USDFundlogic Alternatives plc--0.40
1233[+]ETFS Long CAD Short EURETF SecuritiesSynthetic Replication-n/a
1234[+]ETFS Long AUD Short EURETF SecuritiesSynthetic Replication-n/a
1235[+]ETFS ETFS 3x Daily Long FTSE 100ETF SecuritiesSynthetic Replication-n/a
1236[+]iShares MSCI EAFE IMI Index ETF (CAD-Hedged)BlackRock Asset Mgt Canada Ltd--n/a
1237[+]iShares MSCI Emerging Markets IMI Index ETF (CAD-Hedged)BlackRock Asset Mgt Canada Ltd--n/a
1238[+]iShares S&P Global Industrials Index Fund (CAD-Hedged)BlackRock Asset Mgt Canada Ltd--n/a
1239[+]HSBC MSCI Europe EURHSBC Asset Management (IRL)--0.30
1240[+]HSBC S&P 500 GBPLSE ETFs--0.09
1241[+]iShares S&P Global Consumer Discretionary Index (CAD-Hedged)BlackRock Asset Mgt Canada Ltd--n/a
1242[+]Source Goldman Sachs Equity Factor Index WorldSource Investment Mgmt LtdSynthetic Replication-n/a
1243[+]DB X-Trackers Harvest CSI300 INDEX UCITS ETF 1D GBPLSE ETFs--n/a
1244[+]Lyxor UCITS ETF MSCI Mexico C USDLyxor Asset MgtSynthetic Replication-n/a
1245[+]UBS (Irl) ETF plc - MSCI USA 100% hedged to GBP UCITS ETF GBP A AccLSE ETFs--0.30
1246[+]Lyxor UCITS ETF MSCI EM Beyond BRIC C USDLyxor Asset MgtSynthetic Replication-n/a
1247[+]iShares $ Treasury Bond 7-10yr UCITS ETF USDiSharesSampled Physical Replication-0.20
1248[+]iShares $ TIPS UCITS ETF USDiSharesSampled Physical Replication-0.25
1249[+]iShares Euro Government Bond 15-30yr UCITS ETF EURiSharesSampled Physical Replication-0.20
1250[+]iShares Euro Government Bond 3-5yr UCITS ETF EURiSharesSampled Physical Replication-0.20
1251[+]iShares Euro Government Bond 7-10yr UCITS ETF EURiSharesSampled Physical Replication-0.20
1252[+]Pimco Covered Bond Source UCITS ETFPIMCO Source ETFsSynthetic Replication-n/a
1253[+]SSGA SPDR Barclays Capital Uk Gilt GBP NAVState Street Global Advisors-Barclays Sterling Gilts0.15
1254[+]SSGA SPDR Barclays Capital Sterling Corporate Bond NAVState Street Global Advisors-Barclays Sterling Aggregate Corporate0.20
1255[+]SSGA SPDR FTSE UK All Share UCITS NAVState Street Global AdvisorsSHSampled Physical ReplicationFTSE All Share0.20
1256[+]UBS ETF (CH) - CMCI Oil SF (USD) A DisUBS AGSynthetic Replication-0.26
1257[+]SSGA SPDR MSCI EMU UCITS EUR NAV EURState Street Global AdvisorsSHFull Physical ReplicationMSCI EMUn/a
1258[+]SSGA SPDR Ultra Short Term BondSSgA Funds Management--n/a
1259[+]SSGA SPDR S&P Global Infrastructure ETFSSgA Funds ManagementSampled Physical Replication-n/a
1260[+]Global X Nigeria Index ETFGlobal X Funds--n/a
1261[+]Yuanta/P-shares Taiwan Top 50 ETFPolaris Securities (HKG) Ltd--n/a
1262[+]Lyxor UCITS ETF BTP 10Y MTS Italy Government Bond CLyxor Asset MgtSynthetic Replication-n/a
1263[+]SSGA SPDR S&P Global Dividend ETFSSgA Funds ManagementSampled Physical Replication-n/a
1264[+]SSGA SPDR Barclays 1-10 Year TIPS ETFSSgA Funds ManagementSampled Physical Replication-n/a
1265[+]UBS ETF - MSCI Switzerland 20/35 100 % hedged To GBP UCITS ETF (GBP) A AccUBS AGFull Physical ReplicationMSCI Switzerland0.30
1266[+]SSGA SPDR Russell 2000 ETFSSgA Funds ManagementSampled Physical ReplicationRussell 2000n/a
1267[+]SSGA SPDR Blackstone GSO Senior Loan ETFSSgA Funds Management--n/a
1268[+]SSGA SPDR Barclays Convertible Securities ETFSSgA Funds ManagementSampled Physical Replication-n/a
1269[+]Vanguard FTSE Asia ex Japan Index ETFVanguard Group Inc--n/a
1270[+]Harvest MSCI China A 50 Index ETF RMBHarvest Global Investments Ltd--1.24
1271[+]Motilal Oswal MOSt Shares Gold ETF DivMotilal Oswal--n/a
1272[+]SSGA SPDR Barclays Capital 1-3 Year Euro Government Bond UCITS ETFState Street Global AdvisorsSampled Physical Replication-0.15
1273[+]Source CSOP FTSE China A50 UCITS RMBSource Investment Mgmt LtdSynthetic Replication-n/a
1274[+]Harvest MSCI China A Index ETF RMBHarvest Global Investments Ltd-MSCI China1.01
1275[+]iShares Liquidity IncomeBlackRock Fund Advisors--n/a

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.