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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   £

Launch date     

For Sale In

Fund performance league table: 5551 funds

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5551 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
US3.3
2[+]Zurich US T4Zurich Assurance Ltd
103
60.9
3[+]Zurich US Select AL T4Zurich Assurance Ltd
101
52.9
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
64
67.1
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
88
51.8
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
83
53.6
7[+]Zurich UK Preference and Fixed Interest 2 ELZurich Assurance Ltd
33
9.1
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
78
38.6
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
85
47.1
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
72
49.3
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
79
PT31.3
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
75
46.8
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
76
51.2
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
75
49.7
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
76
52.9
16[+]Zurich UK Equity 2 ELZurich Assurance Ltd
79
50.3
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
23
11.8
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
23
16.3
19[+]Zurich UK AL T4Zurich Assurance Ltd
80
42.5
20[+]Zurich UK 2001 ALZurich Assurance Ltd
80
48.0
21[+]Zurich Sterling Woodford Equity IncomeZurich Assurance Ltd
n/a
SHn/a
22[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
57
24.3
23[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
52
20.4
24[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
42
24.1
25[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
41
24.2
26[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
35
20.1
27[+]Zurich Sterling UK Smaller CompaniesZurich Assurance Ltd
64
69.3
28[+]Zurich Sterling UK Select AccZurich Assurance Ltd
82
49.7
29[+]Zurich Sterling UK Monthly IncomeZurich Assurance Ltd
74
47.5
30[+]Zurich Sterling UK Growth & Income AccZurich Assurance Ltd
76
46.9
31[+]Zurich Sterling UK Equity IncomeZurich Assurance Ltd
76
48.8
32[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
75
50.8
33[+]Zurich Sterling UK Corporate BondZurich Assurance Ltd
24
12.5
34[+]Zurich Sterling UK AccZurich Assurance Ltd
80
44.3
35[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
92
57.1
36[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
46
US17.7
37[+]Zurich Sterling Threadneedle Managed Portfolio 3Zurich Assurance Ltd
n/a
SHn/a
38[+]Zurich Sterling Strategic BondZurich Assurance Ltd
15
13.4
39[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
28
8.2
40[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
46
21.1
41[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
37
16.1
42[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
55
23.0
43[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
64
24.4
44[+]Zurich Sterling Schroder UK Mid 250Zurich Assurance Ltd
90
69.6
45[+]Zurich Sterling Schroder UK Alpha PlusZurich Assurance Ltd
88
43.9
46[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
9
10.7
47[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
26
15.3
48[+]Zurich Sterling Schroder Managed Balanced AccZurich Assurance Ltd
56
25.3
49[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
84
46.0
50[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
82
51.5
51[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
92
18.5
52[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
78
35.8
53[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
82
46.7
54[+]Zurich Sterling Schroder Gilt & Fixed InterestZurich Assurance Ltd
37
2.3
55[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
98
55.9
56[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
96
29.1
57[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
67
11.8
58[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
67
15.0
59[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
28
12.6
60[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
76
47.7
61[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
54
US16.6
62[+]Zurich Sterling PropertyZurich Assurance Ltd
29
NS34.3
63[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
87
46.5
64[+]Zurich Sterling Optimum Investment Management Strategic IncomeZurich Assurance Ltd
12
1.8
65[+]Zurich Sterling Optimum Investment Management High AlphaZurich Assurance Ltd
59
24.4
66[+]Zurich Sterling Optimum Investment Management Global IncomeZurich Assurance Ltd
37
18.0
67[+]Zurich Sterling Optimum Investment Management EnterpriseZurich Assurance Ltd
28
11.9
68[+]Zurich Sterling Old Mutual UK AlphaZurich Assurance Ltd
91
n/a
69[+]Zurich Sterling Old Mutual Corporate BondZurich Assurance Ltd
31
15.4
70[+]Zurich Sterling Newton Real ReturnZurich Assurance Ltd
34
7.5
71[+]Zurich Sterling Newton ManagedZurich Assurance Ltd
64
40.9
72[+]Zurich Sterling Newton International BondZurich Assurance Ltd
42
-9.3
73[+]Zurich Sterling Newton High IncomeZurich Assurance Ltd
84
31.2
74[+]Zurich Sterling Newton Global Higher IncomeZurich Assurance Ltd
64
26.7
75[+]Zurich Sterling Newton Continental EuropeanZurich Assurance Ltd
95
47.6

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.