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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: 5685 funds

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5685 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Guardian International AccGuardian
102
GBX1,245.731,311.303.432.048.1
1952[+]Guardian Managed AccGuardian
77
GBX1,717.141,807.511.222.941.0
1953[+]Guardian North American AccGuardian
112
GBX638.44672.0412.251.778.1
1954[+]Guardian Pacific AccGuardian
161
GBX323.23340.255.033.841.0
1955[+]Guardian Property AccGuardian
57
GBX667.08702.1914.415.342.0
1956[+]Guardian Royal Exchange Equity Initial AccGuardian
99
GBX3,160.863,327.22-0.828.055.1
1957[+]Halifax BalancedHalifax Life Ltd
76
GBX65.9169.381.024.045.6
1958[+]Halifax Balanced InvestmentHalifax Life Ltd
48
GBX162.40162.400.314.932.6
1959[+]Halifax Cautious ManagedHalifax Life Ltd
49
GBX148.600.719.132.6
1960[+]Halifax DepositHalifax Life Ltd
1
GBX36.2338.14-0.4-1.1-2.0
1961[+]Halifax EthicalHalifax Life Ltd
104
GBX172.006.738.255.4
1962[+]Halifax EuropeanHalifax Life Ltd
121
GBX171.60-1.830.933.1
1963[+]Halifax Far EasternHalifax Life Ltd
92
GBX246.002.515.836.9
1964[+]Halifax FoundationHalifax Life Ltd
68
GBX70.5574.260.921.239.6
1965[+]Halifax Fund of Investment TrustsHalifax Life Ltd
76
GBX232.501.628.159.0
1966[+]Halifax Gilt & Fixed InterestHalifax Life Ltd
39
GBX143.103.55.014.8
1967[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
27
GBX536.40-1.41.87.2
1968[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
44
GBX560.40-2.23.09.2
1969[+]Halifax GIP September 09Halifax Life Ltd
39
GBX549.90-2.22.38.6
1970[+]Halifax High IncomeHalifax Life Ltd
99
GBX183.50-2.320.440.4
1971[+]Halifax IM European SPHalifax Life Ltd
119
GBX206.60-2.829.328.4
1972[+]Halifax IM Far Eastern SPHalifax Life Ltd
91
GBX270.00-2.14.227.6
1973[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
36
GBX131.503.55.312.6
1974[+]Halifax IM International Growth SPHalifax Life Ltd
91
GBX210.903.435.357.2
1975[+]Halifax IM North American SPHalifax Life Ltd
112
GBX183.4010.244.876.5
1976[+]Halifax IM Opportunities SPHalifax Life Ltd
102
GBX261.505.134.960.3
1977[+]Halifax IM Smaller Companies SPHalifax Life Ltd
118
GBX155.50-7.623.814.8
1978[+]Halifax IM UK Equity Income SPHalifax Life Ltd
95
GBX203.101.528.150.8
1979[+]Halifax IM UK Growth SPHalifax Life Ltd
118
GBX160.20-3.329.042.5
1980[+]Halifax IM UK Index SPHalifax Life Ltd
102
GBX217.300.832.958.8
1981[+]Halifax Index Linked GiltHalifax Life Ltd
56
GBX188.305.415.932.0
1982[+]Halifax International GrowthHalifax Life Ltd
95
GBX174.304.439.759.0
1983[+]Halifax JapaneseHalifax Life Ltd
137
GBX113.70-4.417.629.1
1984[+]Halifax ManagedHalifax Life Ltd
73
GBX167.900.922.242.2
1985[+]Halifax Managed IncomeHalifax Life Ltd
44
GBX468.304.221.540.8
1986[+]Halifax MoneyHalifax Life Ltd
2
GBX111.50-1.0-2.8-4.5
1987[+]Halifax North AmericanHalifax Life Ltd
104
GBX148.3012.950.186.1
1988[+]Halifax OpportunityHalifax Life Ltd
86
GBX73.6977.561.528.750.9
1989[+]Halifax PelicanHalifax Life Ltd
100
GBX172.50-1.725.548.2
1990[+]Halifax PropertyHalifax Life Ltd
24
GBX134.3011.511.334.0
1991[+]Halifax Smaller CompaniesHalifax Life Ltd
111
GBX242.30-4.445.563.4
1992[+]Halifax Special SituationsHalifax Life Ltd
107
GBX141.20-9.07.423.3
1993[+]Halifax UK FTSE 100Halifax Life Ltd
96
GBX155.80-1.819.638.1
1994[+]Halifax UK FTSE All ShareHalifax Life Ltd
107
GBX173.40-3.026.749.2
1995[+]HLL Aberdeen World EquityHawthorn Life Limited
n/a
GBP10.73n/an/an/a
1996[+]HLL Adventurous Growth PortfolioHawthorn Life Limited
74
GBP13.190.933.151.6
1997[+]HLL Aviva UK Property TrustHawthorn Life Limited
50
GBP8.3210.117.930.9
1998[+]HLL BalancedHawthorn Life Limited
54
GBP11.911.120.234.7
1999[+]HLL BlackRock European DynamicHawthorn Life Limited
129
GBP13.99-2.438.3n/a
2000[+]HLL BlackRock Sterling LiquidityHawthorn Life Limited
0
GBP10.60-0.9-2.5-4.0
2001[+]HLL BlackRock UK Smaller CompaniesHawthorn Life Limited
100
GBP13.00-5.036.578.0
2002[+]HLL BlackRock UK Special SituationsHawthorn Life Limited
99
GBP12.70-8.119.455.0
2003[+]HLL CautiousHawthorn Life Limited
46
GBP12.131.318.931.7
2004[+]HLL Cautious Managed PortfolioHawthorn Life Limited
45
GBP12.971.222.236.1
2005[+]HLL DefensiveHawthorn Life Limited
30
GBP12.431.915.126.4
2006[+]HLL European BalancedHawthorn Life Limited
64
GBP15.10-2.416.714.9
2007[+]HLL Fidelity Money Builder IncomeHawthorn Life Limited
28
GBP14.534.415.728.2
2008[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP9.56n/an/an/a
2009[+]HLL Fidelity South East AsiaHawthorn Life Limited
94
GBP16.343.613.630.7
2010[+]HLL Franklin UK Mid CapHawthorn Life Limited
143
GBP15.72-2.2n/an/a
2011[+]HLL Growth PortfolioHawthorn Life Limited
54
GBP13.071.427.043.1
2012[+]HLL Hartford Global BondHawthorn Life Limited
38
GBP13.490.11.64.0
2013[+]HLL Hartford UK Corporate BondHawthorn Life Limited
30
GBP12.964.119.128.0
2014[+]HLL Hartford UK GiltHawthorn Life Limited
37
GBP12.713.15.514.4
2015[+]HLL Income PortfolioHawthorn Life Limited
23
GBP12.181.111.520.0
2016[+]HLL Invesco Perpetual Corporate BondHawthorn Life Limited
17
GBP15.163.020.829.3
2017[+]HLL Invesco Perpetual DistributionHawthorn Life Limited
32
GBP17.252.726.343.5
2018[+]HLL Invesco Perpetual Global BondHawthorn Life Limited
27
GBP14.26-0.75.213.3
2019[+]HLL Invesco Perpetual Monthly Income PlusHawthorn Life Limited
22
GBP14.603.425.442.7
2020[+]HLL Investec Cautious ManagedHawthorn Life Limited
37
GBP14.32-4.19.323.9
2021[+]HLL JP Morgan USHawthorn Life Limited
109
GBP11.5710.2n/an/a
2022[+]HLL JPM Natural ResourcesHawthorn Life Limited
148
GBP5.63-15.6-41.4-26.4
2023[+]HLL Kames Ethical EquityHawthorn Life Limited
105
GBX15.29-0.539.6n/a
2024[+]HLL Old Mutual UK AlphaHawthorn Life Limited
n/a
GBP9.49n/an/an/a
2025[+]HLL Rathbones Global OpportunitiesHawthorn Life Limited
99
GBP12.761.728.4n/a

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.