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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 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   £

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For Sale In

Fund performance league table: 5686 funds

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5686 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Guardian Freedom North AmericaGuardian
93
GBX388.89409.3617.560.872.4
1952[+]Guardian Freedom PacificGuardian
107
GBX122.66129.125.339.932.4
1953[+]Guardian Freedom PropertyGuardian
36
GBX307.75323.959.612.132.4
1954[+]Guardian Freedom With Profits L/TGuardian
1
GBX217.50228.901.33.86.5
1955[+]Guardian Freedom With Profits S/TGuardian
1
GBX195.90206.201.03.15.2
1956[+]Guardian Index Linked AccGuardian
60
GBX659.70694.4214.115.240.0
1957[+]Guardian International AccGuardian
87
GBX1,289.121,356.978.044.547.1
1958[+]Guardian Managed AccGuardian
67
GBX1,758.191,850.735.328.740.1
1959[+]Guardian North American AccGuardian
94
GBX671.75707.1115.962.979.0
1960[+]Guardian Pacific AccGuardian
147
GBX355.45374.1618.557.450.3
1961[+]Guardian Property AccGuardian
47
GBX671.13706.4512.515.136.8
1962[+]Guardian Royal Exchange Equity Initial AccGuardian
89
GBX3,193.543,361.621.234.851.4
1963[+]Halifax BalancedHalifax Life Ltd
63
GBX67.3470.885.132.442.2
1964[+]Halifax Balanced InvestmentHalifax Life Ltd
41
GBX164.50164.503.718.432.0
1965[+]Halifax Cautious ManagedHalifax Life Ltd
44
GBX150.903.623.032.1
1966[+]Halifax DepositHalifax Life Ltd
1
GBX36.2238.12-0.3-1.0-2.0
1967[+]Halifax EthicalHalifax Life Ltd
89
GBX180.8010.951.052.2
1968[+]Halifax EuropeanHalifax Life Ltd
103
GBX176.003.151.932.0
1969[+]Halifax Far EasternHalifax Life Ltd
82
GBX244.808.224.630.8
1970[+]Halifax FoundationHalifax Life Ltd
58
GBX71.9675.744.827.138.3
1971[+]Halifax Fund of Investment TrustsHalifax Life Ltd
72
GBX243.306.244.462.4
1972[+]Halifax Gilt & Fixed InterestHalifax Life Ltd
35
GBX146.407.43.817.6
1973[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
27
GBX534.60-0.91.47.5
1974[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
43
GBX560.40-0.83.47.5
1975[+]Halifax GIP September 09Halifax Life Ltd
38
GBX550.20-1.02.47.2
1976[+]Halifax High IncomeHalifax Life Ltd
90
GBX186.500.228.737.1
1977[+]Halifax IM European SPHalifax Life Ltd
99
GBX210.200.848.824.9
1978[+]Halifax IM Far Eastern SPHalifax Life Ltd
78
GBX261.604.010.318.9
1979[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
33
GBX134.407.54.215.6
1980[+]Halifax IM International Growth SPHalifax Life Ltd
77
GBX219.6010.049.951.8
1981[+]Halifax IM North American SPHalifax Life Ltd
95
GBX196.1017.458.474.5
1982[+]Halifax IM Opportunities SPHalifax Life Ltd
88
GBX268.309.847.158.0
1983[+]Halifax IM Smaller Companies SPHalifax Life Ltd
99
GBX157.90-9.535.119.7
1984[+]Halifax IM UK Equity Income SPHalifax Life Ltd
87
GBX212.207.637.749.6
1985[+]Halifax IM UK Growth SPHalifax Life Ltd
107
GBX161.80-1.435.640.9
1986[+]Halifax IM UK Index SPHalifax Life Ltd
93
GBX222.802.344.859.5
1987[+]Halifax Index Linked GiltHalifax Life Ltd
50
GBX195.3011.412.435.4
1988[+]Halifax International GrowthHalifax Life Ltd
82
GBX179.707.948.955.6
1989[+]Halifax JapaneseHalifax Life Ltd
120
GBX118.302.130.729.1
1990[+]Halifax ManagedHalifax Life Ltd
62
GBX171.705.230.441.2
1991[+]Halifax Managed IncomeHalifax Life Ltd
40
GBX469.606.326.438.4
1992[+]Halifax MoneyHalifax Life Ltd
2
GBX111.30-1.0-2.9-4.5
1993[+]Halifax North AmericanHalifax Life Ltd
89
GBX158.4019.162.586.6
1994[+]Halifax OpportunityHalifax Life Ltd
73
GBX75.5179.485.738.447.9
1995[+]Halifax PelicanHalifax Life Ltd
90
GBX174.401.235.244.9
1996[+]Halifax PropertyHalifax Life Ltd
21
GBX135.7012.111.933.2
1997[+]Halifax Smaller CompaniesHalifax Life Ltd
96
GBX249.80-6.957.169.5
1998[+]Halifax Special SituationsHalifax Life Ltd
101
GBX142.90-6.716.921.1
1999[+]Halifax UK FTSE 100Halifax Life Ltd
90
GBX158.102.126.735.8
2000[+]Halifax UK FTSE All ShareHalifax Life Ltd
99
GBX175.601.135.446.2
2001[+]HamiltonAviva Life & Pensions UK Ltd
84
GBX191.220.002.944.952.5
2002[+]HLL Aberdeen World EquityHawthorn Life Limited
n/a
GBP10.71n/an/an/a
2003[+]HLL Adventurous Growth PortfolioHawthorn Life Limited
65
GBP13.624.543.353.6
2004[+]HLL Aviva UK Property TrustHawthorn Life Limited
42
GBP8.4510.219.626.7
2005[+]HLL BalancedHawthorn Life Limited
49
GBP12.134.925.833.6
2006[+]HLL BlackRock European DynamicHawthorn Life Limited
110
GBP14.340.252.2n/a
2007[+]HLL BlackRock Sterling LiquidityHawthorn Life Limited
0
GBP10.59-0.9-2.6-4.0
2008[+]HLL BlackRock UK Smaller CompaniesHawthorn Life Limited
86
GBP13.63-4.551.488.4
2009[+]HLL BlackRock UK Special SituationsHawthorn Life Limited
86
GBP13.14-4.830.056.8
2010[+]HLL CautiousHawthorn Life Limited
41
GBP12.355.123.431.8
2011[+]HLL Cautious Managed PortfolioHawthorn Life Limited
40
GBP13.314.628.037.7
2012[+]HLL DefensiveHawthorn Life Limited
27
GBP12.675.817.727.5
2013[+]HLL European BalancedHawthorn Life Limited
53
GBP15.240.828.913.9
2014[+]HLL Fidelity Money Builder IncomeHawthorn Life Limited
25
GBP14.817.717.129.5
2015[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP9.79n/an/an/a
2016[+]HLL Fidelity South East AsiaHawthorn Life Limited
84
GBP16.537.623.227.6
2017[+]HLL Franklin UK Mid CapHawthorn Life Limited
120
GBP16.46-0.371.3n/a
2018[+]HLL Growth PortfolioHawthorn Life Limited
48
GBP13.454.934.344.8
2019[+]HLL Hartford Global BondHawthorn Life Limited
32
GBP13.743.92.65.8
2020[+]HLL Hartford UK Corporate BondHawthorn Life Limited
26
GBP13.187.620.829.5
2021[+]HLL Hartford UK GiltHawthorn Life Limited
34
GBP13.047.64.017.8
2022[+]HLL Income PortfolioHawthorn Life Limited
20
GBP12.414.213.921.5
2023[+]HLL Invesco Perpetual Corporate BondHawthorn Life Limited
14
GBP15.253.824.128.4
2024[+]HLL Invesco Perpetual DistributionHawthorn Life Limited
28
GBP17.423.430.742.3
2025[+]HLL Invesco Perpetual Global BondHawthorn Life Limited
24
GBP14.331.75.512.4

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.