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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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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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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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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: 5532 funds

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5532 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
50
27.2
77[+]Zurich Sterling Neptune US OpportunitiesZurich Assurance Ltd
115
51.6
78[+]Zurich Sterling Neptune IncomeZurich Assurance Ltd
85
38.2
79[+]Zurich Sterling Neptune Global EquityZurich Assurance Ltd
101
38.0
80[+]Zurich Sterling Neptune European OpportunitiesZurich Assurance Ltd
118
45.1
81[+]Zurich Sterling Neptune BalancedZurich Assurance Ltd
65
28.8
82[+]Zurich Sterling MultiManager Protected Profits S2Zurich Assurance Ltd
45
US28.0
83[+]Zurich Sterling MultiManager Protected ProfitsZurich Assurance Ltd
39
US14.4
84[+]Zurich Sterling Multimanager Generation 3 Protected Profits S2Zurich Assurance Ltd
46
US29.5
85[+]Zurich Sterling Multimanager Generation 3 Protected ProfitsZurich Assurance Ltd
45
US24.8
86[+]Zurich Sterling MultiManager Generation 2 Protected Profits S2Zurich Assurance Ltd
46
US29.1
87[+]Zurich Sterling MultiManager Generation 2 Protected ProfitsZurich Assurance Ltd
46
US24.4
88[+]Zurich Sterling Multi-Asset VZurich Assurance Ltd
n/a
SHn/a
89[+]Zurich Sterling Multi-Asset IVZurich Assurance Ltd
n/a
SHn/a
90[+]Zurich Sterling Multi-Asset IIIZurich Assurance Ltd
n/a
SHn/a
91[+]Zurich Sterling Multi-Asset IIZurich Assurance Ltd
n/a
SHn/a
92[+]Zurich Sterling Multi-Asset IZurich Assurance Ltd
n/a
SHn/a
93[+]Zurich Sterling Monthly Extra IncomeZurich Assurance Ltd
62
55.2
94[+]Zurich Sterling Martin Currie North AmericanZurich Assurance Ltd
89
59.5
95[+]Zurich Sterling Managed IncomeZurich Assurance Ltd
56
51.4
96[+]Zurich Sterling Managed AccZurich Assurance Ltd
54
38.4
97[+]Zurich Sterling M&G Strategic Corporate BondZurich Assurance Ltd
26
14.9
98[+]Zurich Sterling M&G RecoveryZurich Assurance Ltd
77
18.1
99[+]Zurich Sterling M&G Property PortfolioZurich Assurance Ltd
28
NS21.5
100[+]Zurich Sterling M&G Optimal IncomeZurich Assurance Ltd
14
17.9
101[+]Zurich Sterling M&G Managed GrowthZurich Assurance Ltd
68
21.3
102[+]Zurich Sterling M&G Global BasicsZurich Assurance Ltd
66
13.8
103[+]Zurich Sterling M&G Gilt & Fixed Interest IncomeZurich Assurance Ltd
37
4.0
104[+]Zurich Sterling M&G Corporate BondZurich Assurance Ltd
28
15.5
105[+]Zurich Sterling M&G Cautious MultiAssetZurich Assurance Ltd
51
29.3
106[+]Zurich Sterling M&G AmericanZurich Assurance Ltd
92
48.6
107[+]Zurich Sterling Liontrust IncomeZurich Assurance Ltd
84
45.0
108[+]Zurich Sterling Legg Mason US EquityZurich Assurance Ltd
107
70.3
109[+]Zurich Sterling Lazards Managed AccZurich Assurance Ltd
88
49.8
110[+]Zurich Sterling Latin America AccZurich Assurance Ltd
161
-18.5
111[+]Zurich Sterling Jupiter Undervalued AssetsZurich Assurance Ltd
93
88.7
112[+]Zurich Sterling Jupiter UK GrowthZurich Assurance Ltd
83
93.5
113[+]Zurich Sterling Jupiter Merlin Worldwide PortfolioZurich Assurance Ltd
70
34.3
114[+]Zurich Sterling Jupiter Merlin Income PortfolioZurich Assurance Ltd
43
24.8
115[+]Zurich Sterling Jupiter Merlin Growth PortfolioZurich Assurance Ltd
63
38.0
116[+]Zurich Sterling Jupiter Merlin Balanced PortfolioZurich Assurance Ltd
55
35.1
117[+]Zurich Sterling Jupiter IndiaZurich Assurance Ltd
143
53.4
118[+]Zurich Sterling Jupiter IncomeZurich Assurance Ltd
87
47.6
119[+]Zurich Sterling Jupiter High IncomeZurich Assurance Ltd
76
46.6
120[+]Zurich Sterling Jupiter Financial OpportunitiesZurich Assurance Ltd
107
60.3
121[+]Zurich Sterling Jupiter EuropeanZurich Assurance Ltd
82
n/a
122[+]Zurich Sterling Jupiter Emerging European OpportunitiesZurich Assurance Ltd
170
-9.5
123[+]Zurich Sterling Jupiter EcologyZurich Assurance Ltd
72
44.8
124[+]Zurich Sterling Jupiter DistributionZurich Assurance Ltd
24
23.0
125[+]Zurich Sterling Jupiter ChinaZurich Assurance Ltd
139
61.6
126[+]Zurich Sterling JPM US Equity IncomeZurich Assurance Ltd
82
n/a
127[+]Zurich Sterling JPM USZurich Assurance Ltd
n/a
n/a
128[+]Zurich Sterling JPM New EuropeZurich Assurance Ltd
162
-9.1
129[+]Zurich Sterling JPM Natural ResourcesZurich Assurance Ltd
151
-36.1
130[+]Zurich Sterling JPM JapanZurich Assurance Ltd
125
67.1
131[+]Zurich Sterling JPM Global Equity IncomeZurich Assurance Ltd
80
53.7
132[+]Zurich Sterling JPM Cautious ManagedZurich Assurance Ltd
28
15.9
133[+]Zurich Sterling JPM AsiaZurich Assurance Ltd
99
35.6
134[+]Zurich Sterling Japan Growth AccZurich Assurance Ltd
109
49.3
135[+]Zurich Sterling Investec UK Special SituationsZurich Assurance Ltd
69
43.3
136[+]Zurich Sterling Investec Global EnergyZurich Assurance Ltd
185
-3.0
137[+]Zurich Sterling Investec Emerging Markets DebtZurich Assurance Ltd
62
-6.2
138[+]Zurich Sterling Investec Cautious ManagedZurich Assurance Ltd
32
18.8
139[+]Zurich Sterling Investec AmericanZurich Assurance Ltd
83
49.7
140[+]Zurich Sterling Invesco Perpetual ManagedZurich Assurance Ltd
71
54.7
141[+]Zurich Sterling Invesco Perpetual JapanZurich Assurance Ltd
106
67.7
142[+]Zurich Sterling Invesco Perpetual IncomeZurich Assurance Ltd
65
57.6
143[+]Zurich Sterling Invesco Perpetual High Income RetZurich Assurance Ltd
66
57.0
144[+]Zurich Sterling Invesco Perpetual Global EquityZurich Assurance Ltd
81
58.5
145[+]Zurich Sterling Invesco Perpetual European EquityZurich Assurance Ltd
107
96.1
146[+]Zurich Sterling Invesco Perpetual DistributionZurich Assurance Ltd
26
30.6
147[+]Zurich Sterling Invesco Monthly Income PlusZurich Assurance Ltd
17
28.5
148[+]Zurich Sterling Invesco Japan Smaller CompaniesZurich Assurance Ltd
129
50.3
149[+]Zurich Sterling Invesco Corporate BondZurich Assurance Ltd
14
21.2
150[+]Zurich Sterling IM Verbatim Portfolio 3 S2Zurich Assurance Ltd
22
n/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 unless otherwise specified.

Key to codes

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