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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 Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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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: 5539 funds

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5539 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich With Profits 5 ELZurich Assurance Ltd
1
US3.4
2[+]Zurich US T4Zurich Assurance Ltd
96
50.4
3[+]Zurich US Select AL T4Zurich Assurance Ltd
94
41.6
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
60
63.4
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
82
43.7
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
78
45.0
7[+]Zurich UK Preference and Fixed Interest 2 ELZurich Assurance Ltd
30
9.4
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
75
29.8
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
81
38.2
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
69
41.2
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
76
PT22.5
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
71
37.6
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
72
42.0
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
72
40.8
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
73
44.2
16[+]Zurich UK Equity 2 ELZurich Assurance Ltd
75
41.2
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
22
10.7
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
21
15.2
19[+]Zurich UK AL T4Zurich Assurance Ltd
76
33.3
20[+]Zurich UK 2001 ALZurich Assurance Ltd
77
38.8
21[+]Zurich Sterling Woodford Equity IncomeZurich Assurance Ltd
n/a
SHn/a
22[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
56
17.0
23[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
51
12.6
24[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
41
18.7
25[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
40
19.3
26[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
35
15.9
27[+]Zurich Sterling UK Smaller CompaniesZurich Assurance Ltd
60
65.2
28[+]Zurich Sterling UK Select AccZurich Assurance Ltd
78
41.6
29[+]Zurich Sterling UK Monthly IncomeZurich Assurance Ltd
70
39.9
30[+]Zurich Sterling UK Growth & Income AccZurich Assurance Ltd
72
37.9
31[+]Zurich Sterling UK Equity IncomeZurich Assurance Ltd
73
40.1
32[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
72
41.6
33[+]Zurich Sterling UK Corporate BondZurich Assurance Ltd
22
11.7
34[+]Zurich Sterling UK AccZurich Assurance Ltd
76
35.0
35[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
87
47.7
36[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
44
US13.2
37[+]Zurich Sterling Threadneedle Managed Portfolio 3Zurich Assurance Ltd
n/a
SHn/a
38[+]Zurich Sterling Strategic BondZurich Assurance Ltd
14
11.7
39[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
26
7.2
40[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
46
15.7
41[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
35
12.7
42[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
55
16.0
43[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
64
16.0
44[+]Zurich Sterling Schroder UK Mid 250Zurich Assurance Ltd
84
58.2
45[+]Zurich Sterling Schroder UK Alpha PlusZurich Assurance Ltd
83
34.0
46[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
8
9.3
47[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
25
12.4
48[+]Zurich Sterling Schroder Managed Balanced AccZurich Assurance Ltd
55
19.5
49[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
83
32.1
50[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
80
38.7
51[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
85
16.5
52[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
74
27.5
53[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
79
37.8
54[+]Zurich Sterling Schroder Gilt & Fixed InterestZurich Assurance Ltd
34
3.6
55[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
91
45.0
56[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
93
17.8
57[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
70
3.4
58[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
60
16.1
59[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
25
11.5
60[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
73
39.6
61[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
51
US12.2
62[+]Zurich Sterling PropertyZurich Assurance Ltd
26
NS34.8
63[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
82
37.6
64[+]Zurich Sterling Optimum Investment Management Strategic IncomeZurich Assurance Ltd
11
1.5
65[+]Zurich Sterling Optimum Investment Management High AlphaZurich Assurance Ltd
57
17.4
66[+]Zurich Sterling Optimum Investment Management Global IncomeZurich Assurance Ltd
36
14.6
67[+]Zurich Sterling Optimum Investment Management EnterpriseZurich Assurance Ltd
27
9.4
68[+]Zurich Sterling Old Mutual UK AlphaZurich Assurance Ltd
89
n/a
69[+]Zurich Sterling Old Mutual Corporate BondZurich Assurance Ltd
29
13.2
70[+]Zurich Sterling Newton Real ReturnZurich Assurance Ltd
31
5.7
71[+]Zurich Sterling Newton ManagedZurich Assurance Ltd
61
31.9
72[+]Zurich Sterling Newton International BondZurich Assurance Ltd
38
-7.9
73[+]Zurich Sterling Newton High IncomeZurich Assurance Ltd
78
23.3
74[+]Zurich Sterling Newton Global Higher IncomeZurich Assurance Ltd
59
21.8
75[+]Zurich Sterling Newton Continental EuropeanZurich Assurance Ltd
89
36.8

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.