Trustnet

 

To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

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.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

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

Close x

Asset Class

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.

Close x
0 1137

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.

FE Risk Score help Close x

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.

Close x
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.

FE Crown Fund Rating help Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 5533 funds

Create a custom tab
5533 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
24.8
77[+]Zurich Sterling Neptune US OpportunitiesZurich Assurance Ltd
115
46.7
78[+]Zurich Sterling Neptune IncomeZurich Assurance Ltd
86
31.7
79[+]Zurich Sterling Neptune Global EquityZurich Assurance Ltd
102
26.1
80[+]Zurich Sterling Neptune European OpportunitiesZurich Assurance Ltd
120
34.5
81[+]Zurich Sterling Neptune BalancedZurich Assurance Ltd
63
22.3
82[+]Zurich Sterling MultiManager Protected Profits S2Zurich Assurance Ltd
46
US24.4
83[+]Zurich Sterling MultiManager Protected ProfitsZurich Assurance Ltd
40
US12.1
84[+]Zurich Sterling Multimanager Generation 3 Protected Profits S2Zurich Assurance Ltd
46
US24.8
85[+]Zurich Sterling Multimanager Generation 3 Protected ProfitsZurich Assurance Ltd
46
US20.7
86[+]Zurich Sterling MultiManager Generation 2 Protected Profits S2Zurich Assurance Ltd
47
US24.9
87[+]Zurich Sterling MultiManager Generation 2 Protected ProfitsZurich Assurance Ltd
46
US20.4
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
61
48.0
94[+]Zurich Sterling Martin Currie North AmericanZurich Assurance Ltd
89
56.2
95[+]Zurich Sterling Managed IncomeZurich Assurance Ltd
57
44.8
96[+]Zurich Sterling Managed AccZurich Assurance Ltd
54
34.1
97[+]Zurich Sterling M&G Strategic Corporate BondZurich Assurance Ltd
26
14.5
98[+]Zurich Sterling M&G RecoveryZurich Assurance Ltd
78
10.9
99[+]Zurich Sterling M&G Property PortfolioZurich Assurance Ltd
28
NS21.2
100[+]Zurich Sterling M&G Optimal IncomeZurich Assurance Ltd
14
16.6
101[+]Zurich Sterling M&G Managed GrowthZurich Assurance Ltd
69
15.8
102[+]Zurich Sterling M&G Global BasicsZurich Assurance Ltd
67
9.4
103[+]Zurich Sterling M&G Gilt & Fixed Interest IncomeZurich Assurance Ltd
36
4.9
104[+]Zurich Sterling M&G Corporate BondZurich Assurance Ltd
28
15.4
105[+]Zurich Sterling M&G Cautious MultiAssetZurich Assurance Ltd
52
25.9
106[+]Zurich Sterling M&G AmericanZurich Assurance Ltd
93
45.7
107[+]Zurich Sterling Liontrust IncomeZurich Assurance Ltd
83
41.7
108[+]Zurich Sterling Legg Mason US EquityZurich Assurance Ltd
107
68.4
109[+]Zurich Sterling Lazards Managed AccZurich Assurance Ltd
89
41.8
110[+]Zurich Sterling Latin America AccZurich Assurance Ltd
162
-19.0
111[+]Zurich Sterling Jupiter Undervalued AssetsZurich Assurance Ltd
92
68.4
112[+]Zurich Sterling Jupiter UK GrowthZurich Assurance Ltd
83
72.0
113[+]Zurich Sterling Jupiter Merlin Worldwide PortfolioZurich Assurance Ltd
69
27.7
114[+]Zurich Sterling Jupiter Merlin Income PortfolioZurich Assurance Ltd
43
20.3
115[+]Zurich Sterling Jupiter Merlin Growth PortfolioZurich Assurance Ltd
63
30.9
116[+]Zurich Sterling Jupiter Merlin Balanced PortfolioZurich Assurance Ltd
55
29.2
117[+]Zurich Sterling Jupiter IndiaZurich Assurance Ltd
143
46.8
118[+]Zurich Sterling Jupiter IncomeZurich Assurance Ltd
88
38.7
119[+]Zurich Sterling Jupiter High IncomeZurich Assurance Ltd
77
38.6
120[+]Zurich Sterling Jupiter Financial OpportunitiesZurich Assurance Ltd
108
51.3
121[+]Zurich Sterling Jupiter EuropeanZurich Assurance Ltd
83
n/a
122[+]Zurich Sterling Jupiter Emerging European OpportunitiesZurich Assurance Ltd
172
-14.3
123[+]Zurich Sterling Jupiter EcologyZurich Assurance Ltd
71
36.7
124[+]Zurich Sterling Jupiter DistributionZurich Assurance Ltd
24
21.9
125[+]Zurich Sterling Jupiter ChinaZurich Assurance Ltd
138
52.9
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
164
-13.0
129[+]Zurich Sterling JPM Natural ResourcesZurich Assurance Ltd
152
-37.8
130[+]Zurich Sterling JPM JapanZurich Assurance Ltd
126
50.7
131[+]Zurich Sterling JPM Global Equity IncomeZurich Assurance Ltd
81
44.5
132[+]Zurich Sterling JPM Cautious ManagedZurich Assurance Ltd
28
13.9
133[+]Zurich Sterling JPM AsiaZurich Assurance Ltd
96
30.8
134[+]Zurich Sterling Japan Growth AccZurich Assurance Ltd
109
43.5
135[+]Zurich Sterling Investec UK Special SituationsZurich Assurance Ltd
69
36.3
136[+]Zurich Sterling Investec Global EnergyZurich Assurance Ltd
183
0.0
137[+]Zurich Sterling Investec Emerging Markets DebtZurich Assurance Ltd
62
-7.2
138[+]Zurich Sterling Investec Cautious ManagedZurich Assurance Ltd
32
16.0
139[+]Zurich Sterling Investec AmericanZurich Assurance Ltd
84
41.4
140[+]Zurich Sterling Invesco Perpetual ManagedZurich Assurance Ltd
72
48.3
141[+]Zurich Sterling Invesco Perpetual JapanZurich Assurance Ltd
106
52.5
142[+]Zurich Sterling Invesco Perpetual IncomeZurich Assurance Ltd
66
49.6
143[+]Zurich Sterling Invesco Perpetual High Income RetZurich Assurance Ltd
67
49.2
144[+]Zurich Sterling Invesco Perpetual Global EquityZurich Assurance Ltd
82
51.7
145[+]Zurich Sterling Invesco Perpetual European EquityZurich Assurance Ltd
107
83.7
146[+]Zurich Sterling Invesco Perpetual DistributionZurich Assurance Ltd
26
27.0
147[+]Zurich Sterling Invesco Monthly Income PlusZurich Assurance Ltd
17
25.9
148[+]Zurich Sterling Invesco Japan Smaller CompaniesZurich Assurance Ltd
130
38.9
149[+]Zurich Sterling Invesco Corporate BondZurich Assurance Ltd
14
19.8
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