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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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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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Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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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

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Fund performance league table: 2879 funds

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2879 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
76[+]iShares £ Index-Linked Gilts UCITS ETF GBPiSharesSampled Physical ReplicationBarclays UK Government Inflation-Linked Bond Float Adjusted0.25
77[+]iShares Core UK Gilts UCITS ETF GBPiSharesSampled Physical ReplicationFTSE Actuaries UK Conventional Gilts All Stocks0.20
78[+]Lyxor MSCI EMULyxor Asset MgtSynthetic ReplicationMSCI EMUn/a
79[+]Amundi ETF MSCI UK EURAmundi Asset ManagementSynthetic ReplicationMSCI United Kingdom0.25
80[+]UBS ETF - MSCI USA UCITS ETF (USD) A DisUBS AGFull Physical ReplicationMSCI USA0.20
81[+]iShares S&P 500 UCITS ETF Inc USDiSharesSampled Physical ReplicationS&P 5000.40
82[+]DB X-Trackers FTSE 100 UCITS ETF (DR) - Income 1D GBPDB Platinum Advisors ETFFull Physical ReplicationFTSE 100n/a
83[+]iShares £ Corporate Bond 1-5yr UCITS ETF GBPiSharesSampled Physical ReplicationIBOXX UK Sterling Corporate 1-5 Years0.20
84[+]Amundi ETF S&P 500 A EURAmundi Asset ManagementSynthetic ReplicationS&P 5000.15
85[+]DB X-Trackers FTSE All Share UCITS ETF (DR) 1D GBPDB Platinum Advisors ETFSampled Physical ReplicationFTSE All Sharen/a
86[+]UBS ETF - MSCI EMU UCITS ETF (EUR) A DisUBS AGFull Physical ReplicationMSCI EMU0.23
87[+]iShares UK Gilts 0-5yr UCITS ETF 0 5 GBPiSharesSampled Physical ReplicationFTSE Actuaries UK Conventional Gilts up to 5 Years0.20
88[+]HSBC MSCI USA USDHSBC Asset Management (IRL)Full Physical ReplicationMSCI USA0.30
89[+]Amundi ETF MSCI EMU EURAmundi Asset ManagementSynthetic ReplicationMSCI EMU0.25
90[+]iShares Core S&P 500 - B UCITS ETF Acc USDiSharesFull Physical ReplicationS&P 5000.07
91[+]Source S&P 500Source Investment Mgmt LtdSynthetic ReplicationS&P 5000.20
92[+]Source MSCI USA USDSource Investment Mgmt LtdSynthetic ReplicationMSCI USA0.30
93[+]HSBC S&P 500 USDHSBC Asset Management (IRL)Full Physical ReplicationS&P 5000.09
94[+]iShares S&P/TSX Canadian Dividend Aristocrats IndexBlackRock Asset Mgt Canada Ltd--n/a
95[+]iShares Advantaged U.S. High Yield Bond Index (CAD-Hedged)BlackRock Asset Mgt Canada LtdSynthetic Replication-n/a
96[+]iShares Equal Weight Banc & Lifeco AdvisorBlackRock Asset Mgt Canada Ltd--n/a
97[+]iShares 1-5 Year Laddered Corporate Bond IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
98[+]Swiss Franc Daily Hedged WheatETF SecuritiesSynthetic Replication-n/a
99[+]Amundi ETF Short Govt Bond EuroMTS Broad Investment Grade 10-15Amundi Asset ManagementSynthetic Replication-0.14
100[+]iShares 10+ Year Credit BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
101[+]Amundi ETF MSCI Europe Ex SwitzerlandAmundi Asset ManagementSynthetic ReplicationMSCI Europe ex Switzerland0.30
102[+]Amundi ETF MSCI Europe Ex EMUAmundi Asset ManagementSynthetic ReplicationMSCI Europe ex EMU0.30
103[+]Finex Plc Russian Corporate BondFinex PlcSynthetic Replication-n/a
104[+]Swiss Franc Daily Hedged ZincETF SecuritiesSynthetic Replication-n/a
105[+]Source Utilities S&P US SelectSource Investment Mgmt LtdSynthetic Replication-0.30
106[+]ETFS Ex-Agriculture & Livestock DJ-UBSCIETF Securities--n/a
107[+]iShares Core Long Term US BondBlackRock Fund AdvisorsSampled Physical Replication-n/a
108[+]iShares Balanced Income Core PortfolioBlackRock Asset Mgt Canada Ltd--n/a
109[+]iShares High Quality Canadian Bond Index ETFBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
110[+]iShares Balanced Growth Core PortfolioBlackRock Asset Mgt Canada Ltd--n/a
111[+]iShares 1-10 Year Laddered Corporate Bond IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
112[+]UBS ETF (CH) - Gold (USD) A DisUBS AG--0.23
113[+]Amundi ETF Short Govt Bond EuroMTS Broad Investment GradeAmundi Asset ManagementSynthetic Replication-0.14
114[+]UBS CMCI Livestock USDUBS AG--n/a
115[+]ProShares UltraPro Short Dow30US ProSharesSynthetic Replication-n/a
116[+]ProShares UltraPro Short QQQUS ProSharesSynthetic Replication-n/a
117[+]iShares 1-5 Year Laddered Government Bond IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
118[+]iShares China All-Cap IndexBlackRock Asset Mgt Canada Ltd--n/a
119[+]iShares Canadian Fundamental IndexBlackRock Asset Mgt Canada Ltd--n/a
120[+]iShares Global Infrastructure IndexBlackRock Asset Mgt Canada LtdSampled Physical Replication-n/a
121[+]iShares Global Real Estate IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
122[+]iShares S&P Global Water IndexBlackRock Asset Mgt Canada Ltd--n/a
123[+]PS CEF Income Composite PortfolioInvesco PowerShares-S&P 500n/a
124[+]ProShares UltraPro Russell2000US ProSharesSynthetic Replication-n/a
125[+]iShares Oil Sands IndexBlackRock Asset Mgt Canada Ltd--n/a
126[+]iShares US Fundamental IndexBlackRock Asset Mgt Canada Ltd--n/a
127[+]iShares Broad Commodity Index CAD HedgedBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
128[+]iShares International Fundamental IndexBlackRock Asset Mgt Canada Ltd--n/a
129[+]iShares Premium Money Market FundBlackRock Asset Mgt Canada Ltd--n/a
130[+]iShares Managed Futures IndexBlackRock Asset Mgt Canada Ltd--n/a
131[+]iShares BRIC IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
132[+]iShares S&P/TSX Global Mining IndexBlackRock Asset Mgt Canada Ltd--n/a
133[+]iShares Japan Fundamental Index CAD HedgedBlackRock Asset Mgt Canada Ltd--n/a
134[+]iShares Broad Emerging MarketsBlackRock Asset Mgt Canada Ltd--n/a
135[+]iShares Global Agriculture IndexBlackRock Asset Mgt Canada Ltd--n/a
136[+]ProShares UltraPro MidCap 400US ProSharesSynthetic Replication-n/a
137[+]iShares Convertible Bond Index ETFBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
138[+]iShares S&P US Dividend Growers Index (CAD-Hedged)BlackRock Asset Mgt Canada Ltd-S&P High Yield Dividend Aristocrats Hedged CADn/a
139[+]iShares Global Monthly Dividend Index ETFBlackRock Asset Mgt Canada Ltd--n/a
140[+]JB (CH) Physical Silver CHF A CHFSwiss&Gbl Asset Management AG--0.66
141[+]iShares Advantaged Short Duration High Income CAD-HedgedBlackRock Asset Mgt Canada LtdSynthetic Replication-n/a
142[+]iShares 1-10 Year Laddered Government Bond IndexBlackRock Asset Mgt Canada LtdFull Physical Replication-n/a
143[+]JB (CH) Physical Silver USD ASwiss&Gbl Asset Management AG--0.66
144[+]iShares S&P/TSX Canadian Preferred Share IndexBlackRock Asset Mgt Canada Ltd--n/a
145[+]JB (CH) Physical Silver EUR A EURSwiss&Gbl Asset Management AG--0.66
146[+]ProShares UltraPro QQQUS ProSharesSynthetic Replication-n/a
147[+]ProShares UltraPro Short Russell 2000US ProSharesSynthetic Replication-n/a
148[+]ProShares UltraPro Dow30US ProSharesSynthetic Replication-n/a
149[+]JB (CH) Physical Platinum CHF A CHFSwiss&Gbl Asset Management AG--0.55
150[+]ProShares UltraPro Short MidCap 400US ProSharesSynthetic Replication-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.