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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: 5687 funds

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5687 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Guardian Freedom PropertyGuardian
32
GBX308.87325.138.712.227.5
1952[+]Guardian Freedom With Profits L/TGuardian
1
GBX217.70229.201.33.86.6
1953[+]Guardian Freedom With Profits S/TGuardian
1
GBX196.10206.401.03.05.2
1954[+]Guardian Index Linked AccGuardian
59
GBX687.82724.0219.420.347.2
1955[+]Guardian International AccGuardian
84
GBX1,334.961,405.2213.738.853.7
1956[+]Guardian Managed AccGuardian
64
GBX1,823.891,919.889.927.045.1
1957[+]Guardian North American AccGuardian
93
GBX685.79721.8920.557.083.1
1958[+]Guardian Pacific AccGuardian
137
GBX382.91403.0729.058.257.6
1959[+]Guardian Property AccGuardian
42
GBX673.51708.9511.615.231.7
1960[+]Guardian Royal Exchange Equity Initial AccGuardian
86
GBX3,325.473,500.495.731.056.0
1961[+]Halifax BalancedHalifax Life Ltd
62
GBX69.9673.638.329.747.6
1962[+]Halifax Balanced InvestmentHalifax Life Ltd
40
GBX170.60170.606.017.636.7
1963[+]Halifax Cautious ManagedHalifax Life Ltd
44
GBX156.206.923.135.7
1964[+]Halifax DepositHalifax Life Ltd
1
GBX36.2138.11-0.3-1.0-2.0
1965[+]Halifax EthicalHalifax Life Ltd
88
GBX184.1014.745.456.0
1966[+]Halifax EuropeanHalifax Life Ltd
96
GBX181.507.042.240.3
1967[+]Halifax Far EasternHalifax Life Ltd
81
GBX258.7019.119.340.7
1968[+]Halifax FoundationHalifax Life Ltd
57
GBX74.7178.647.926.743.5
1969[+]Halifax Fund of Investment TrustsHalifax Life Ltd
70
GBX250.009.436.965.3
1970[+]Halifax Gilt & Fixed InterestHalifax Life Ltd
34
GBX151.9011.07.622.8
1971[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
26
GBX539.800.21.68.0
1972[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
41
GBX568.200.63.88.5
1973[+]Halifax GIP September 09Halifax Life Ltd
36
GBX557.500.52.98.1
1974[+]Halifax High IncomeHalifax Life Ltd
89
GBX195.405.728.442.3
1975[+]Halifax IM European SPHalifax Life Ltd
92
GBX217.805.139.933.3
1976[+]Halifax IM Far Eastern SPHalifax Life Ltd
80
GBX280.4013.68.831.3
1977[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
33
GBX139.1010.77.720.5
1978[+]Halifax IM International Growth SPHalifax Life Ltd
77
GBX226.1014.942.757.8
1979[+]Halifax IM North American SPHalifax Life Ltd
102
GBX200.7021.750.977.9
1980[+]Halifax IM Opportunities SPHalifax Life Ltd
85
GBX278.4014.043.761.9
1981[+]Halifax IM Smaller Companies SPHalifax Life Ltd
88
GBX161.80-9.425.020.6
1982[+]Halifax IM UK Equity Income SPHalifax Life Ltd
84
GBX223.0013.040.453.2
1983[+]Halifax IM UK Growth SPHalifax Life Ltd
106
GBX169.801.734.246.4
1984[+]Halifax IM UK Index SPHalifax Life Ltd
90
GBX232.706.139.963.3
1985[+]Halifax Index Linked GiltHalifax Life Ltd
49
GBX204.4017.017.643.4
1986[+]Halifax International GrowthHalifax Life Ltd
83
GBX185.5014.443.963.1
1987[+]Halifax JapaneseHalifax Life Ltd
111
GBX125.4011.230.433.4
1988[+]Halifax ManagedHalifax Life Ltd
60
GBX178.708.227.746.6
1989[+]Halifax Managed IncomeHalifax Life Ltd
40
GBX486.509.827.541.1
1990[+]Halifax MoneyHalifax Life Ltd
2
GBX111.20-1.0-2.9-4.5
1991[+]Halifax North AmericanHalifax Life Ltd
96
GBX162.3025.557.492.1
1992[+]Halifax OpportunityHalifax Life Ltd
72
GBX78.3882.509.634.853.4
1993[+]Halifax PelicanHalifax Life Ltd
87
GBX181.205.329.249.5
1994[+]Halifax PropertyHalifax Life Ltd
45
GBX142.7015.118.035.3
1995[+]Halifax Smaller CompaniesHalifax Life Ltd
92
GBX252.80-5.747.666.6
1996[+]Halifax Special SituationsHalifax Life Ltd
98
GBX149.00-2.816.824.6
1997[+]Halifax UK FTSE 100Halifax Life Ltd
85
GBX163.405.924.039.8
1998[+]Halifax UK FTSE All ShareHalifax Life Ltd
98
GBX184.206.031.952.4
1999[+]HamiltonAviva Life & Pensions UK Ltd
78
GBX198.220.003.842.959.0
2000[+]HLL Aberdeen World EquityHawthorn Life Limited
n/a
GBP11.22n/an/an/a
2001[+]HLL Adventurous Growth PortfolioHawthorn Life Limited
63
GBP14.148.439.656.8
2002[+]HLL Aviva UK Property TrustHawthorn Life Limited
38
GBP8.5610.220.825.9
2003[+]HLL BalancedHawthorn Life Limited
49
GBP12.568.824.538.1
2004[+]HLL BlackRock European DynamicHawthorn Life Limited
102
GBP14.853.543.7n/a
2005[+]HLL BlackRock Sterling LiquidityHawthorn Life Limited
0
GBP10.58-0.9-2.6-4.0
2006[+]HLL BlackRock UK Smaller CompaniesHawthorn Life Limited
82
GBP13.76-3.844.985.7
2007[+]HLL BlackRock UK Special SituationsHawthorn Life Limited
83
GBP13.57-1.224.557.8
2008[+]HLL CautiousHawthorn Life Limited
42
GBP12.798.623.036.1
2009[+]HLL Cautious Managed PortfolioHawthorn Life Limited
40
GBP13.757.926.640.9
2010[+]HLL DefensiveHawthorn Life Limited
28
GBP13.129.118.631.8
2011[+]HLL European BalancedHawthorn Life Limited
49
GBP15.200.921.017.5
2012[+]HLL Fidelity Money Builder IncomeHawthorn Life Limited
26
GBP15.3310.319.632.3
2013[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP10.29n/an/an/a
2014[+]HLL Fidelity South East AsiaHawthorn Life Limited
84
GBP17.9622.322.643.8
2015[+]HLL Franklin UK Mid CapHawthorn Life Limited
115
GBP17.083.658.2n/a
2016[+]HLL Growth PortfolioHawthorn Life Limited
47
GBP13.938.532.348.2
2017[+]HLL Hartford Global BondHawthorn Life Limited
32
GBP13.965.94.58.7
2018[+]HLL Hartford UK Corporate BondHawthorn Life Limited
25
GBP13.599.521.931.8
2019[+]HLL Hartford UK GiltHawthorn Life Limited
34
GBP13.5311.07.823.1
2020[+]HLL Income PortfolioHawthorn Life Limited
21
GBP12.746.814.324.3
2021[+]HLL Invesco Perpetual Corporate BondHawthorn Life Limited
13
GBP15.514.821.628.2
2022[+]HLL Invesco Perpetual DistributionHawthorn Life Limited
27
GBP17.784.528.041.4
2023[+]HLL Invesco Perpetual Global BondHawthorn Life Limited
23
GBP14.523.55.814.3
2024[+]HLL Invesco Perpetual Monthly Income PlusHawthorn Life Limited
17
GBP14.904.126.238.0
2025[+]HLL Investec Cautious ManagedHawthorn Life Limited
34
GBP14.912.113.226.7

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.