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FE Risk Score

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FE Crown Fund Rating

FE Crown Fund Rating

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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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Additional information

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For Sale In

Fund performance league table: 5549 funds

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5549 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
76[+]Zurich Sterling Newton BalancedZurich Assurance Ltd
49
19.2
77[+]Zurich Sterling Neptune US OpportunitiesZurich Assurance Ltd
109
48.6
78[+]Zurich Sterling Neptune IncomeZurich Assurance Ltd
86
25.1
79[+]Zurich Sterling Neptune Global EquityZurich Assurance Ltd
97
32.3
80[+]Zurich Sterling Neptune European OpportunitiesZurich Assurance Ltd
116
35.4
81[+]Zurich Sterling Neptune BalancedZurich Assurance Ltd
66
21.8
82[+]Zurich Sterling MultiManager Protected Profits S2Zurich Assurance Ltd
45
US22.9
83[+]Zurich Sterling MultiManager Protected ProfitsZurich Assurance Ltd
41
US10.5
84[+]Zurich Sterling Multimanager Generation 3 Protected Profits S2Zurich Assurance Ltd
45
US23.4
85[+]Zurich Sterling Multimanager Generation 3 Protected ProfitsZurich Assurance Ltd
45
US19.2
86[+]Zurich Sterling MultiManager Generation 2 Protected Profits S2Zurich Assurance Ltd
46
US23.5
87[+]Zurich Sterling MultiManager Generation 2 Protected ProfitsZurich Assurance Ltd
45
US19.1
88[+]Zurich Sterling Monthly Extra IncomeZurich Assurance Ltd
61
44.4
89[+]Zurich Sterling Martin Currie North AmericanZurich Assurance Ltd
86
49.4
90[+]Zurich Sterling Managed IncomeZurich Assurance Ltd
56
39.9
91[+]Zurich Sterling Managed AccZurich Assurance Ltd
53
31.7
92[+]Zurich Sterling M&G Strategic Corporate BondZurich Assurance Ltd
26
9.6
93[+]Zurich Sterling M&G RecoveryZurich Assurance Ltd
75
8.7
94[+]Zurich Sterling M&G Property PortfolioZurich Assurance Ltd
26
NS24.2
95[+]Zurich Sterling M&G Optimal IncomeZurich Assurance Ltd
13
13.2
96[+]Zurich Sterling M&G Managed GrowthZurich Assurance Ltd
67
11.5
97[+]Zurich Sterling M&G Global BasicsZurich Assurance Ltd
66
4.9
98[+]Zurich Sterling M&G Gilt & Fixed Interest IncomeZurich Assurance Ltd
37
2.0
99[+]Zurich Sterling M&G Corporate BondZurich Assurance Ltd
28
10.0
100[+]Zurich Sterling M&G Cautious MultiAssetZurich Assurance Ltd
52
23.3
101[+]Zurich Sterling M&G AmericanZurich Assurance Ltd
86
40.5
102[+]Zurich Sterling Liontrust IncomeZurich Assurance Ltd
83
31.6
103[+]Zurich Sterling Legg Mason US EquityZurich Assurance Ltd
103
59.7
104[+]Zurich Sterling Latin America AccZurich Assurance Ltd
157
-31.8
105[+]Zurich Sterling Jupiter Undervalued AssetsZurich Assurance Ltd
90
70.0
106[+]Zurich Sterling Jupiter UK GrowthZurich Assurance Ltd
83
75.3
107[+]Zurich Sterling Jupiter Merlin Worldwide PortfolioZurich Assurance Ltd
72
26.6
108[+]Zurich Sterling Jupiter Merlin Income PortfolioZurich Assurance Ltd
44
17.0
109[+]Zurich Sterling Jupiter Merlin Growth PortfolioZurich Assurance Ltd
67
30.4
110[+]Zurich Sterling Jupiter Merlin Balanced PortfolioZurich Assurance Ltd
58
27.0
111[+]Zurich Sterling Jupiter IndiaZurich Assurance Ltd
140
58.5
112[+]Zurich Sterling Jupiter IncomeZurich Assurance Ltd
86
32.5
113[+]Zurich Sterling Jupiter High IncomeZurich Assurance Ltd
75
36.2
114[+]Zurich Sterling Jupiter Financial OpportunitiesZurich Assurance Ltd
104
52.1
115[+]Zurich Sterling Jupiter EuropeanZurich Assurance Ltd
83
n/a
116[+]Zurich Sterling Jupiter Emerging European OpportunitiesZurich Assurance Ltd
166
-28.2
117[+]Zurich Sterling Jupiter EcologyZurich Assurance Ltd
71
33.8
118[+]Zurich Sterling Jupiter DistributionZurich Assurance Ltd
24
18.5
119[+]Zurich Sterling Jupiter ChinaZurich Assurance Ltd
147
39.4
120[+]Zurich Sterling JPM US Equity IncomeZurich Assurance Ltd
78
n/a
121[+]Zurich Sterling JPM USZurich Assurance Ltd
n/a
n/a
122[+]Zurich Sterling JPM New EuropeZurich Assurance Ltd
156
-26.8
123[+]Zurich Sterling JPM Natural ResourcesZurich Assurance Ltd
159
-48.7
124[+]Zurich Sterling JPM JapanZurich Assurance Ltd
125
64.1
125[+]Zurich Sterling JPM Global Equity IncomeZurich Assurance Ltd
80
42.9
126[+]Zurich Sterling JPM Cautious ManagedZurich Assurance Ltd
30
15.6
127[+]Zurich Sterling JPM AsiaZurich Assurance Ltd
100
19.2
128[+]Zurich Sterling Japan Growth AccZurich Assurance Ltd
113
42.1
129[+]Zurich Sterling Investec UK Special SituationsZurich Assurance Ltd
67
32.3
130[+]Zurich Sterling Investec Global EnergyZurich Assurance Ltd
178
-24.4
131[+]Zurich Sterling Investec Emerging Markets DebtZurich Assurance Ltd
60
-15.5
132[+]Zurich Sterling Investec Cautious ManagedZurich Assurance Ltd
33
11.6
133[+]Zurich Sterling Investec AmericanZurich Assurance Ltd
79
42.5
134[+]Zurich Sterling Invesco Perpetual ManagedZurich Assurance Ltd
70
43.4
135[+]Zurich Sterling Invesco Perpetual JapanZurich Assurance Ltd
108
59.7
136[+]Zurich Sterling Invesco Perpetual IncomeZurich Assurance Ltd
65
44.5
137[+]Zurich Sterling Invesco Perpetual High Income RetZurich Assurance Ltd
65
43.6
138[+]Zurich Sterling Invesco Perpetual Global EquityZurich Assurance Ltd
80
46.7
139[+]Zurich Sterling Invesco Perpetual European EquityZurich Assurance Ltd
108
80.3
140[+]Zurich Sterling Invesco Perpetual DistributionZurich Assurance Ltd
28
24.0
141[+]Zurich Sterling Invesco Monthly Income PlusZurich Assurance Ltd
18
23.4
142[+]Zurich Sterling Invesco Japan Smaller CompaniesZurich Assurance Ltd
126
40.4
143[+]Zurich Sterling Invesco Corporate BondZurich Assurance Ltd
14
15.9
144[+]Zurich Sterling IM Verbatim Portfolio 3 S2Zurich Assurance Ltd
22
n/a
145[+]Zurich Sterling Ignis UK PropertyZurich Assurance Ltd
23
NS21.4
146[+]Zurich Sterling Ignis Pacific GrowthZurich Assurance Ltd
89
13.4
147[+]Zurich Sterling Ignis Corporate BondZurich Assurance Ltd
27
14.8
148[+]Zurich Sterling HSBC UK Growth & IncomeZurich Assurance Ltd
79
37.2
149[+]Zurich Sterling Horizon Multi-Asset VZurich Assurance Ltd
n/a
SHn/a
150[+]Zurich Sterling Horizon Multi-Asset IVZurich Assurance Ltd
n/a
SHn/a

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.