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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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Management Groups

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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 1756

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.

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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: 5687 funds

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5687 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
2
US3.0
2[+]Zurich US T4Zurich Assurance Ltd
126
73.3
3[+]Zurich US Select AL T4Zurich Assurance Ltd
126
68.2
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
96
60.9
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
109
58.1
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
95
57.6
7[+]Zurich UK Preference and Fixed Interest 2 ELZurich Assurance Ltd
31
11.6
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
90
49.8
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
100
55.3
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
86
57.9
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
92
39.2
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
92
60.0
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
91
62.2
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
88
60.0
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
87
63.6
16[+]Zurich UK Equity 2 ELZurich Assurance Ltd
92
57.6
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
25
19.4
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
25
24.2
19[+]Zurich UK AL T4Zurich Assurance Ltd
95
52.5
20[+]Zurich UK 2001 ALZurich Assurance Ltd
95
56.0
21[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
69
US33.7
22[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
66
25.6
23[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
53
US34.2
24[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
51
US27.2
25[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
41
US22.5
26[+]Zurich Sterling UK Smaller CompaniesZurich Assurance Ltd
96
61.9
27[+]Zurich Sterling UK Select AccZurich Assurance Ltd
96
56.4
28[+]Zurich Sterling UK Monthly IncomeZurich Assurance Ltd
88
56.3
29[+]Zurich Sterling UK Growth & Income AccZurich Assurance Ltd
91
60.1
30[+]Zurich Sterling UK Equity IncomeZurich Assurance Ltd
87
58.7
31[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
91
61.3
32[+]Zurich Sterling UK Corporate BondZurich Assurance Ltd
25
20.3
33[+]Zurich Sterling UK AccZurich Assurance Ltd
94
51.8
34[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
110
60.0
35[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
54
US19.5
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
18
21.1
42[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
25
11.6
43[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
57
24.5
44[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
41
20.7
45[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
68
28.3
46[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
77
28.5
47[+]Zurich Sterling Schroder UK Mid 250Zurich Assurance Ltd
128
84.0
48[+]Zurich Sterling Schroder UK Alpha PlusZurich Assurance Ltd
109
49.5
49[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
13
14.4
50[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
26
18.8
51[+]Zurich Sterling Schroder Managed Balanced AccZurich Assurance Ltd
68
34.2
52[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
110
62.9
53[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
108
69.0
54[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
110
41.1
55[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
93
51.4
56[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
104
44.5
57[+]Zurich Sterling Schroder Gilt & Fixed InterestZurich Assurance Ltd
40
4.3
58[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
136
56.4
59[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
114
40.4
60[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
76
33.4
61[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
56
11.8
62[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
29
18.5
63[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
84
53.1
64[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
63
US16.3
65[+]Zurich Sterling PropertyZurich Assurance Ltd
42
11.0
66[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
114
46.3
67[+]Zurich Sterling Optimum Investment Management Strategic IncomeZurich Assurance Ltd
13
SHn/a
68[+]Zurich Sterling Optimum Investment Management High AlphaZurich Assurance Ltd
74
SHn/a
69[+]Zurich Sterling Optimum Investment Management Global IncomeZurich Assurance Ltd
45
SHn/a
70[+]Zurich Sterling Optimum Investment Management EnterpriseZurich Assurance Ltd
34
SHn/a
71[+]Zurich Sterling Omnis Threadneedle CautiousZurich Assurance Ltd
43
US22.9
72[+]Zurich Sterling Omnis Threadneedle BalancedZurich Assurance Ltd
67
US30.2
73[+]Zurich Sterling Omnis Threadneedle AdvancedZurich Assurance Ltd
78
US33.5
74[+]Zurich Sterling Omnis DistributionZurich Assurance Ltd
40
28.4
75[+]Zurich Sterling Omnis CautiousZurich Assurance Ltd
42
US20.5

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