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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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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   £

Launch date     

For Sale In

Fund performance league table: 5533 funds

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5533 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
US3.2
2[+]Zurich US T4Zurich Assurance Ltd
106
66.8
3[+]Zurich US Select AL T4Zurich Assurance Ltd
107
57.7
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
70
49.3
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
90
55.7
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
82
57.9
7[+]Zurich UK Preference and Fixed Interest 2 ELZurich Assurance Ltd
31
15.3
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
78
43.6
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
85
54.6
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
73
55.8
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
81
PT37.1
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
76
52.1
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
76
56.6
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
74
55.9
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
75
59.3
16[+]Zurich UK Equity 2 ELZurich Assurance Ltd
79
55.4
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
22
19.1
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
21
24.0
19[+]Zurich UK AL T4Zurich Assurance Ltd
81
47.1
20[+]Zurich UK 2001 ALZurich Assurance Ltd
81
53.2
21[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
57
32.3
22[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
51
24.8
23[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
39
31.9
24[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
39
28.7
25[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
33
24.8
26[+]Zurich Sterling UK Smaller CompaniesZurich Assurance Ltd
70
51.0
27[+]Zurich Sterling UK Select AccZurich Assurance Ltd
82
53.6
28[+]Zurich Sterling UK Monthly IncomeZurich Assurance Ltd
74
54.2
29[+]Zurich Sterling UK Growth & Income AccZurich Assurance Ltd
76
52.2
30[+]Zurich Sterling UK Equity IncomeZurich Assurance Ltd
76
55.0
31[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
74
58.2
32[+]Zurich Sterling UK Corporate BondZurich Assurance Ltd
22
19.9
33[+]Zurich Sterling UK AccZurich Assurance Ltd
81
48.7
34[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
93
61.1
35[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
47
US20.8
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
14
18.1
42[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
23
12.4
43[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
43
26.0
44[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
31
21.2
45[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
50
29.2
46[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
58
30.9
47[+]Zurich Sterling Schroder UK Mid 250Zurich Assurance Ltd
96
71.2
48[+]Zurich Sterling Schroder UK Alpha PlusZurich Assurance Ltd
91
46.7
49[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
9
12.6
50[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
22
19.2
51[+]Zurich Sterling Schroder Managed Balanced AccZurich Assurance Ltd
56
32.3
52[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
85
56.3
53[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
84
63.1
54[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
89
38.3
55[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
75
47.3
56[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
82
43.2
57[+]Zurich Sterling Schroder Gilt & Fixed InterestZurich Assurance Ltd
37
7.8
58[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
98
60.3
59[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
99
34.9
60[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
64
26.1
61[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
66
16.7
62[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
27
19.6
63[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
75
56.3
64[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
55
US18.9
65[+]Zurich Sterling PropertyZurich Assurance Ltd
27
NS24.6
66[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
88
48.5
67[+]Zurich Sterling Optimum Investment Management Strategic IncomeZurich Assurance Ltd
11
SHn/a
68[+]Zurich Sterling Optimum Investment Management High AlphaZurich Assurance Ltd
58
SHn/a
69[+]Zurich Sterling Optimum Investment Management Global IncomeZurich Assurance Ltd
36
SHn/a
70[+]Zurich Sterling Optimum Investment Management EnterpriseZurich Assurance Ltd
27
SHn/a
71[+]Zurich Sterling Old Mutual UK AlphaZurich Assurance Ltd
97
n/a
72[+]Zurich Sterling Old Mutual Corporate BondZurich Assurance Ltd
27
25.1
73[+]Zurich Sterling Newton Real ReturnZurich Assurance Ltd
33
14.6
74[+]Zurich Sterling Newton ManagedZurich Assurance Ltd
63
47.8
75[+]Zurich Sterling Newton International BondZurich Assurance Ltd
35
0.0

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