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FE Crown Fund Rating

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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 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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For Sale In

Fund performance league table: 5532 funds

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5532 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Guardian Index Linked AccGuardian
58
GBX638.54672.155.813.135.5
1952[+]Guardian International AccGuardian
75
GBX1,326.801,396.635.637.348.8
1953[+]Guardian Managed AccGuardian
58
GBX1,822.431,918.344.125.339.3
1954[+]Guardian North American AccGuardian
82
GBX681.77717.6511.148.878.1
1955[+]Guardian Pacific AccGuardian
118
GBX411.60433.2620.373.169.8
1956[+]Guardian Property AccGuardian
52
GBX692.39728.8310.517.616.6
1957[+]Guardian Royal Exchange Equity Initial AccGuardian
80
GBX3,361.483,538.403.231.351.0
1958[+]Halifax BalancedHalifax Life Ltd
59
GBX69.8873.554.027.944.0
1959[+]Halifax Balanced InvestmentHalifax Life Ltd
41
GBX168.30168.301.615.030.8
1960[+]Halifax Cautious ManagedHalifax Life Ltd
43
GBX154.702.718.831.7
1961[+]Halifax DepositHalifax Life Ltd
1
GBX36.1538.05-0.3-1.0-2.0
1962[+]Halifax EthicalHalifax Life Ltd
81
GBX176.905.731.247.0
1963[+]Halifax EuropeanHalifax Life Ltd
92
GBX186.305.952.144.9
1964[+]Halifax Far EasternHalifax Life Ltd
87
GBX239.90-2.612.418.6
1965[+]Halifax FoundationHalifax Life Ltd
56
GBX74.5578.473.724.539.7
1966[+]Halifax Fund of Investment TrustsHalifax Life Ltd
63
GBX255.109.439.556.2
1967[+]Halifax Gilt and Fixed InterestHalifax Life Ltd
40
GBX145.604.21.314.7
1968[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
27
GBX533.90-1.90.73.4
1969[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
42
GBX558.80-2.82.73.8
1970[+]Halifax GIP September 09Halifax Life Ltd
37
GBX548.80-2.61.83.7
1971[+]Halifax IM European SPHalifax Life Ltd
85
GBX224.807.048.343.6
1972[+]Halifax IM Far Eastern SPHalifax Life Ltd
80
GBX254.30-5.71.45.4
1973[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
36
GBX134.104.81.613.9
1974[+]Halifax IM International Growth SPHalifax Life Ltd
75
GBX233.5013.341.559.0
1975[+]Halifax IM North American SPHalifax Life Ltd
97
GBX208.0017.955.678.1
1976[+]Halifax IM Opportunities SPHalifax Life Ltd
79
GBX294.7013.746.167.3
1977[+]Halifax IM Smaller Companies SPHalifax Life Ltd
86
GBX185.0012.545.045.3
1978[+]Halifax IM UK Equity Income SPHalifax Life Ltd
84
GBX219.306.731.952.5
1979[+]Halifax IM UK Growth SPHalifax Life Ltd
100
GBX171.402.036.046.0
1980[+]Halifax IM UK Index SPHalifax Life Ltd
84
GBX237.307.341.658.6
1981[+]Halifax Index Linked GiltHalifax Life Ltd
65
GBX197.609.715.236.8
1982[+]Halifax International GrowthHalifax Life Ltd
78
GBX183.306.535.459.5
1983[+]Halifax JapaneseHalifax Life Ltd
111
GBX132.3014.244.439.4
1984[+]Halifax ManagedHalifax Life Ltd
56
GBX178.203.927.241.3
1985[+]Halifax Managed IncomeHalifax Life Ltd
37
GBX477.405.727.338.0
1986[+]Halifax MoneyHalifax Life Ltd
2
GBX110.70-1.0-2.9-4.5
1987[+]Halifax North AmericanHalifax Life Ltd
90
GBX160.9014.648.482.0
1988[+]Halifax OpportunityHalifax Life Ltd
68
GBX79.1083.265.533.751.1
1989[+]Halifax PropertyHalifax Life Ltd
38
GBX144.2011.421.127.5
1990[+]Halifax Smaller CompaniesHalifax Life Ltd
84
GBX287.5013.458.381.3
1991[+]Halifax Special SituationsHalifax Life Ltd
93
GBX149.20-1.318.827.2
1992[+]Halifax UK Equity IncomeHalifax Life Ltd
83
GBX196.002.929.440.2
1993[+]Halifax UK FTSE 100Halifax Life Ltd
84
GBX163.000.823.537.3
1994[+]Halifax UK FTSE All ShareHalifax Life Ltd
90
GBX185.502.433.049.2
1995[+]Halifax UK GrowthHalifax Life Ltd
82
GBX184.902.932.447.6
1996[+]HamiltonAviva Life & Pensions UK Ltd
71
GBX201.190.004.743.354.6
1997[+]HLL Aberdeen World Equity 1Hawthorn Life Limited
n/a
GBP10.37-5.1n/an/a
1998[+]HLL Adventurous Growth Portfolio 12Hawthorn Life Limited
60
GBP14.287.537.353.4
1999[+]HLL Aviva UK Property Trust 12Hawthorn Life Limited
48
GBP8.261.816.315.4
2000[+]HLL Balanced 12Hawthorn Life Limited
48
GBP12.403.621.433.0
2001[+]HLL BlackRock European Dynamic 12Hawthorn Life Limited
95
GBP15.8311.549.9n/a
2002[+]HLL BlackRock Sterling Liquidity 12Hawthorn Life Limited
0
GBP10.53-0.9-2.7-4.0
2003[+]HLL BlackRock UK Smaller Companies 12Hawthorn Life Limited
71
GBP15.2112.754.688.1
2004[+]HLL BlackRock UK Special Situations 12Hawthorn Life Limited
76
GBP14.136.528.049.1
2005[+]HLL Cautious 12Hawthorn Life Limited
42
GBP12.583.519.030.9
2006[+]HLL Cautious Managed Portfolio 12Hawthorn Life Limited
39
GBP13.655.422.836.2
2007[+]HLL Defensive 12Hawthorn Life Limited
31
GBP12.803.713.225.6
2008[+]HLL European Balanced 12Hawthorn Life Limited
53
GBP14.80-3.021.416.9
2009[+]HLL Fidelity Money Builder Income 12Hawthorn Life Limited
28
GBP14.843.910.824.3
2010[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP10.40n/an/an/a
2011[+]HLL Fidelity South East Asia 12Hawthorn Life Limited
95
GBP16.722.917.119.8
2012[+]HLL Franklin UK Mid Cap 12Hawthorn Life Limited
99
GBP19.0119.868.9n/a
2013[+]HLL Growth Portfolio 12Hawthorn Life Limited
45
GBP13.916.428.543.5
2014[+]HLL Hartford Global Bond 12Hawthorn Life Limited
42
GBP13.13-0.4-1.11.3
2015[+]HLL Hartford UK Corporate Bond 12Hawthorn Life Limited
28
GBP13.123.312.823.7
2016[+]HLL Hartford UK Gilt 12Hawthorn Life Limited
38
GBP13.004.91.115.2
2017[+]HLL Income Portfolio 12Hawthorn Life Limited
24
GBP12.463.19.719.1
2018[+]HLL Invesco Perpetual Corporate Bond 12Hawthorn Life Limited
14
GBP15.351.515.823.6
2019[+]HLL Invesco Perpetual Distribution 12Hawthorn Life Limited
28
GBP17.812.122.836.2
2020[+]HLL Invesco Perpetual Global Bond 12Hawthorn Life Limited
28
GBP14.141.22.36.8
2021[+]HLL Invesco Perpetual Monthly Income Plus 12Hawthorn Life Limited
17
GBP15.002.321.632.3
2022[+]HLL Investec Cautious Managed 12Hawthorn Life Limited
34
GBP14.50-0.910.421.0
2023[+]HLL JOHCM Continental European 12Hawthorn Life Limited
n/a
GBP10.14n/an/an/a
2024[+]HLL JP Morgan US 1Hawthorn Life Limited
90
GBP12.5413.5n/an/a
2025[+]HLL JPM Natural Resources 12Hawthorn Life Limited
157
GBP3.98-42.7-47.6-54.6

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.