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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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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.

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0 1478

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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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 IMA, or by FE – which has its own custom sectors.

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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.

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.

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  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 5686 funds

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5686 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
US3.1
2[+]Zurich US T4Zurich Assurance Ltd
108
68.4
3[+]Zurich US Select AL T4Zurich Assurance Ltd
109
61.8
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
84
61.9
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
98
52.1
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
86
52.1
7[+]Zurich UK Preference and Fixed Interest 2 ELZurich Assurance Ltd
29
12.5
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
82
42.3
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
91
50.1
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
77
52.8
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
85
32.1
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
82
55.1
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
81
57.2
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
80
59.5
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
79
62.7
16[+]Zurich UK Equity 2 ELZurich Assurance Ltd
84
53.2
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
22
20.0
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
22
24.9
19[+]Zurich UK AL T4Zurich Assurance Ltd
86
47.4
20[+]Zurich UK 2001 ALZurich Assurance Ltd
86
51.2
21[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
62
US31.0
22[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
57
23.4
23[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
45
US32.7
24[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
44
US26.4
25[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
36
US21.5
26[+]Zurich Sterling UK Smaller CompaniesZurich Assurance Ltd
84
63.3
27[+]Zurich Sterling UK Select AccZurich Assurance Ltd
86
50.4
28[+]Zurich Sterling UK Monthly IncomeZurich Assurance Ltd
79
51.0
29[+]Zurich Sterling UK Growth & Income AccZurich Assurance Ltd
81
54.7
30[+]Zurich Sterling UK Equity IncomeZurich Assurance Ltd
80
58.4
31[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
80
57.0
32[+]Zurich Sterling UK Corporate BondZurich Assurance Ltd
22
21.1
33[+]Zurich Sterling UK AccZurich Assurance Ltd
85
46.8
34[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
93
58.3
35[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
50
US17.0
36[+]Zurich Sterling Threadneedle Managed Portfolio 7Zurich Assurance Ltd
n/a
n/a
37[+]Zurich Sterling Threadneedle Managed Portfolio 6Zurich Assurance Ltd
n/a
n/a
38[+]Zurich Sterling Threadneedle Managed Portfolio 5Zurich Assurance Ltd
n/a
n/a
39[+]Zurich Sterling Threadneedle Managed Portfolio 4Zurich Assurance Ltd
n/a
n/a
40[+]Zurich Sterling Threadneedle Managed Portfolio 3Zurich Assurance Ltd
n/a
n/a
41[+]Zurich Sterling Strategic BondZurich Assurance Ltd
16
21.4
42[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
22
12.5
43[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
49
24.8
44[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
35
21.6
45[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
58
28.4
46[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
67
28.0
47[+]Zurich Sterling Schroder UK Mid 250Zurich Assurance Ltd
110
82.0
48[+]Zurich Sterling Schroder UK Alpha PlusZurich Assurance Ltd
99
45.2
49[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
12
15.2
50[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
23
18.4
51[+]Zurich Sterling Schroder Managed Balanced AccZurich Assurance Ltd
60
30.9
52[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
96
58.8
53[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
94
66.2
54[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
92
41.8
55[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
79
47.9
56[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
88
41.9
57[+]Zurich Sterling Schroder Gilt & Fixed InterestZurich Assurance Ltd
37
5.0
58[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
116
53.7
59[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
106
32.5
60[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
67
28.8
61[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
51
12.3
62[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
26
19.9
63[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
78
50.9
64[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
57
US14.6
65[+]Zurich Sterling PropertyZurich Assurance Ltd
36
12.5
66[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
99
42.2
67[+]Zurich Sterling Optimum Investment Management Strategic IncomeZurich Assurance Ltd
12
SHn/a
68[+]Zurich Sterling Optimum Investment Management High AlphaZurich Assurance Ltd
66
SHn/a
69[+]Zurich Sterling Optimum Investment Management Global IncomeZurich Assurance Ltd
40
SHn/a
70[+]Zurich Sterling Optimum Investment Management EnterpriseZurich Assurance Ltd
30
SHn/a
71[+]Zurich Sterling Omnis Threadneedle CautiousZurich Assurance Ltd
36
US23.3
72[+]Zurich Sterling Omnis Threadneedle BalancedZurich Assurance Ltd
57
US28.9
73[+]Zurich Sterling Omnis Threadneedle AdvancedZurich Assurance Ltd
68
US31.5
74[+]Zurich Sterling Omnis DistributionZurich Assurance Ltd
35
27.5
75[+]Zurich Sterling Omnis CautiousZurich Assurance Ltd
36
US19.9

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