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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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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 IA, 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   £

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For Sale In

Fund performance league table: 5667 funds

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5667 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Halifax EuropeanHalifax Life Ltd
96
GBX184.204.239.532.9
1952[+]Halifax Far EasternHalifax Life Ltd
82
GBX256.7014.614.927.9
1953[+]Halifax FoundationHalifax Life Ltd
57
GBX74.8278.757.024.337.7
1954[+]Halifax Fund of Investment TrustsHalifax Life Ltd
70
GBX249.106.130.654.6
1955[+]Halifax Gilt & Fixed InterestHalifax Life Ltd
38
GBX146.206.24.419.1
1956[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
26
GBX540.00-0.71.76.3
1957[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
40
GBX568.00-1.13.46.4
1958[+]Halifax GIP September 09Halifax Life Ltd
36
GBX557.60-0.82.86.2
1959[+]Halifax High IncomeHalifax Life Ltd
89
GBX196.401.625.237.2
1960[+]Halifax IM European SPHalifax Life Ltd
91
GBX218.400.934.525.7
1961[+]Halifax IM Far Eastern SPHalifax Life Ltd
80
GBX279.609.65.220.2
1962[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
37
GBX134.506.24.817.0
1963[+]Halifax IM International Growth SPHalifax Life Ltd
79
GBX229.0013.740.147.5
1964[+]Halifax IM North American SPHalifax Life Ltd
103
GBX206.8022.349.768.0
1965[+]Halifax IM Opportunities SPHalifax Life Ltd
84
GBX284.108.141.056.5
1966[+]Halifax IM Smaller Companies SPHalifax Life Ltd
89
GBX168.90-7.723.027.0
1967[+]Halifax IM UK Equity Income SPHalifax Life Ltd
84
GBX220.506.635.449.4
1968[+]Halifax IM UK Growth SPHalifax Life Ltd
107
GBX173.60-0.231.843.5
1969[+]Halifax IM UK Index SPHalifax Life Ltd
90
GBX234.201.736.758.6
1970[+]Halifax Index Linked GiltHalifax Life Ltd
56
GBX191.408.311.634.3
1971[+]Halifax International GrowthHalifax Life Ltd
85
GBX186.3012.239.352.7
1972[+]Halifax JapaneseHalifax Life Ltd
113
GBX129.6017.830.927.3
1973[+]Halifax ManagedHalifax Life Ltd
60
GBX178.407.024.539.3
1974[+]Halifax Managed IncomeHalifax Life Ltd
40
GBX482.105.123.835.7
1975[+]Halifax MoneyHalifax Life Ltd
2
GBX111.10-1.0-2.9-4.5
1976[+]Halifax North AmericanHalifax Life Ltd
98
GBX163.0023.053.877.4
1977[+]Halifax OpportunityHalifax Life Ltd
72
GBX79.0983.258.131.847.4
1978[+]Halifax PelicanHalifax Life Ltd
86
GBX183.902.226.842.6
1979[+]Halifax PropertyHalifax Life Ltd
44
GBX138.209.914.829.3
1980[+]Halifax Smaller CompaniesHalifax Life Ltd
94
GBX261.40-7.244.771.3
1981[+]Halifax Special SituationsHalifax Life Ltd
98
GBX151.40-5.713.722.3
1982[+]Halifax UK FTSE 100Halifax Life Ltd
85
GBX164.702.421.634.1
1983[+]Halifax UK FTSE All ShareHalifax Life Ltd
97
GBX186.402.828.346.3
1984[+]HamiltonAviva Life & Pensions UK Ltd
79
GBX200.010.002.040.054.9
1985[+]HLL Aberdeen World EquityHawthorn Life Limited
n/a
GBP11.139.8n/an/a
1986[+]HLL Adventurous Growth PortfolioHawthorn Life Limited
63
GBP14.275.936.251.1
1987[+]HLL Aviva UK Property TrustHawthorn Life Limited
37
GBP8.609.521.524.6
1988[+]HLL BalancedHawthorn Life Limited
48
GBP12.566.221.932.7
1989[+]HLL BlackRock European DynamicHawthorn Life Limited
102
GBP15.230.640.0n/a
1990[+]HLL BlackRock Sterling LiquidityHawthorn Life Limited
0
GBP10.57-0.9-2.6-4.0
1991[+]HLL BlackRock UK Smaller CompaniesHawthorn Life Limited
83
GBP14.07-5.138.986.5
1992[+]HLL BlackRock UK Special SituationsHawthorn Life Limited
83
GBP13.86-2.522.555.9
1993[+]HLL CautiousHawthorn Life Limited
41
GBP12.745.920.231.4
1994[+]HLL Cautious Managed PortfolioHawthorn Life Limited
39
GBP13.735.523.736.3
1995[+]HLL DefensiveHawthorn Life Limited
29
GBP12.945.915.627.5
1996[+]HLL European BalancedHawthorn Life Limited
48
GBP15.14-1.517.512.4
1997[+]HLL Fidelity Money Builder IncomeHawthorn Life Limited
28
GBP15.057.516.329.9
1998[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP10.33n/an/an/a
1999[+]HLL Fidelity South East AsiaHawthorn Life Limited
85
GBP17.5915.216.828.1
2000[+]HLL Franklin UK Mid CapHawthorn Life Limited
116
GBP18.030.855.3n/a
2001[+]HLL Growth PortfolioHawthorn Life Limited
46
GBP13.945.928.942.8
2002[+]HLL Hartford Global BondHawthorn Life Limited
34
GBP13.593.01.81.3
2003[+]HLL Hartford UK Corporate BondHawthorn Life Limited
28
GBP13.356.917.729.9
2004[+]HLL Hartford UK GiltHawthorn Life Limited
38
GBP13.046.34.919.0
2005[+]HLL Income PortfolioHawthorn Life Limited
22
GBP12.584.111.720.7
2006[+]HLL Invesco Perpetual Corporate BondHawthorn Life Limited
13
GBP15.473.818.628.2
2007[+]HLL Invesco Perpetual DistributionHawthorn Life Limited
27
GBP17.903.225.340.4
2008[+]HLL Invesco Perpetual Global BondHawthorn Life Limited
24
GBP14.372.34.27.7
2009[+]HLL Invesco Perpetual Monthly Income PlusHawthorn Life Limited
17
GBP15.074.024.037.6
2010[+]HLL Investec Cautious ManagedHawthorn Life Limited
34
GBP14.81-0.39.021.7
2011[+]HLL JOHCM Continental European 12Hawthorn Life Limited
n/a
GBP9.93n/an/an/a
2012[+]HLL JP Morgan USHawthorn Life Limited
99
GBP12.8122.0n/an/a
2013[+]HLL JPM Natural ResourcesHawthorn Life Limited
163
GBP5.07-21.2-49.3-44.9
2014[+]HLL Kames Ethical EquityHawthorn Life Limited
89
GBX16.801.544.868.0
2015[+]HLL Old Mutual UK AlphaHawthorn Life Limited
n/a
GBP10.31n/an/an/a
2016[+]HLL Rathbones Global OpportunitiesHawthorn Life Limited
86
GBP13.867.336.4n/a
2017[+]HLL Rising Income PortfolioHawthorn Life Limited
33
GBP13.094.818.129.4
2018[+]HLL Royal London UK Government BondHawthorn Life Limited
33
GBP11.675.85.4n/a
2019[+]HLL Schroder IncomeHawthorn Life Limited
98
GBP22.325.961.770.2
2020[+]HLL Schroder TokyoHawthorn Life Limited
99
GBP14.9714.929.436.1
2021[+]HLL Schroder UK Smaller CompaniesHawthorn Life Limited
63
GBP19.82-3.649.2100.3
2022[+]HLL Schroder US Mid CapHawthorn Life Limited
86
GBP25.1118.048.367.1
2023[+]HLL Threadneedle UK Equity 16Hawthorn Life Limited
n/a
GBP10.755.1n/an/a
2024[+]HSBC AdventurousHSBC Life (UK) Ltd
87
GBX223.60235.408.432.749.5
2025[+]HSBC Baillie Gifford Japanese Equity BHSBC Life (UK) Ltd
124
GBX165.2217.758.766.2

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.