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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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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: 5705 funds

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5705 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Forester Life BalancedForester Life Limited
42
GBX498.60530.404.224.233.7
1952[+]Forester Life Stakeholder Managed 1Forester Life Limited
50
GBX171.80171.804.123.332.9
1953[+]Guardian Choices Property BondGuardian
30
GBP23.1124.0711.113.337.6
1954[+]Guardian Deposit AccGuardian
0
GBX445.96469.44-0.4-1.1-1.7
1955[+]Guardian European AccGuardian
131
GBX331.25348.690.961.434.9
1956[+]Guardian Fixed Interest AccGuardian
48
GBX1,675.271,763.447.015.928.5
1957[+]Guardian Freedom DepositGuardian
0
GBX218.63230.13-0.4-1.2-1.4
1958[+]Guardian Freedom EquityGuardian
102
GBX403.64424.884.043.153.4
1959[+]Guardian Freedom EuropeanGuardian
125
GBX356.37375.132.361.438.3
1960[+]Guardian Freedom Fixed InterestGuardian
51
GBX439.95463.107.115.928.1
1961[+]Guardian Freedom Index LinkedGuardian
67
GBX418.10440.1111.315.440.3
1962[+]Guardian Freedom InternationalGuardian
99
GBX232.71244.968.549.046.0
1963[+]Guardian Freedom ManagedGuardian
77
GBX357.32376.126.033.940.7
1964[+]Guardian Freedom North AmericaGuardian
109
GBX387.76408.1716.867.272.0
1965[+]Guardian Freedom PacificGuardian
125
GBX123.34129.832.741.238.6
1966[+]Guardian Freedom PropertyGuardian
43
GBX307.30323.4710.112.335.2
1967[+]Guardian Freedom With Profits L/TGuardian
2
GBX217.30228.801.33.86.5
1968[+]Guardian Freedom With Profits S/TGuardian
2
GBX195.80206.001.03.15.2
1969[+]Guardian Index Linked AccGuardian
67
GBX653.35687.7311.915.739.1
1970[+]Guardian International AccGuardian
101
GBX1,307.121,375.928.352.549.4
1971[+]Guardian Managed AccGuardian
76
GBX1,784.971,878.915.935.141.9
1972[+]Guardian North American AccGuardian
110
GBX669.83705.0915.469.678.7
1973[+]Guardian Pacific AccGuardian
173
GBX361.99381.0417.061.059.4
1974[+]Guardian Property AccGuardian
55
GBX670.20705.4713.115.339.7
1975[+]Guardian Royal Exchange Equity Initial AccGuardian
97
GBX3,283.783,456.613.946.154.7
1976[+]Halifax BalancedHalifax Life Ltd
74
GBX68.4572.055.040.544.5
1977[+]Halifax Balanced InvestmentHalifax Life Ltd
47
GBX167.00167.003.623.932.8
1978[+]Halifax Cautious ManagedHalifax Life Ltd
49
GBX153.004.728.433.5
1979[+]Halifax DepositHalifax Life Ltd
1
GBX36.2238.13-0.4-1.1-2.0
1980[+]Halifax EthicalHalifax Life Ltd
105
GBX179.509.752.554.3
1981[+]Halifax EuropeanHalifax Life Ltd
122
GBX180.504.564.233.7
1982[+]Halifax Far EasternHalifax Life Ltd
95
GBX249.006.627.932.9
1983[+]Halifax FoundationHalifax Life Ltd
67
GBX73.0876.924.733.440.3
1984[+]Halifax Fund of Investment TrustsHalifax Life Ltd
81
GBX241.506.145.562.8
1985[+]Halifax Gilt & Fixed InterestHalifax Life Ltd
38
GBX145.406.03.816.1
1986[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
27
GBX543.200.23.58.5
1987[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
44
GBX572.100.46.210.0
1988[+]Halifax GIP September 09Halifax Life Ltd
39
GBX559.900.04.99.0
1989[+]Halifax High IncomeHalifax Life Ltd
97
GBX192.102.939.440.6
1990[+]Halifax IM European SPHalifax Life Ltd
117
GBX216.102.461.928.9
1991[+]Halifax IM Far Eastern SPHalifax Life Ltd
88
GBX275.204.917.222.6
1992[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
35
GBX133.505.84.114.0
1993[+]Halifax IM International Growth SPHalifax Life Ltd
91
GBX220.508.655.253.7
1994[+]Halifax IM North American SPHalifax Life Ltd
112
GBX194.8016.363.377.1
1995[+]Halifax IM Opportunities SPHalifax Life Ltd
99
GBX269.009.454.259.4
1996[+]Halifax IM Smaller Companies SPHalifax Life Ltd
116
GBX156.90-8.238.615.5
1997[+]Halifax IM UK Equity Income SPHalifax Life Ltd
95
GBX214.708.445.952.5
1998[+]Halifax IM UK Growth SPHalifax Life Ltd
116
GBX167.001.747.444.7
1999[+]Halifax IM UK Index SPHalifax Life Ltd
101
GBX227.505.253.961.7
2000[+]Halifax Index Linked GiltHalifax Life Ltd
54
GBX193.309.512.634.8
2001[+]Halifax International GrowthHalifax Life Ltd
94
GBX181.407.956.158.0
2002[+]Halifax JapaneseHalifax Life Ltd
141
GBX118.80-0.332.037.3
2003[+]Halifax ManagedHalifax Life Ltd
72
GBX174.404.937.542.3
2004[+]Halifax Managed IncomeHalifax Life Ltd
43
GBX474.607.030.640.1
2005[+]Halifax MoneyHalifax Life Ltd
2
GBX111.40-1.0-2.8-4.5
2006[+]Halifax North AmericanHalifax Life Ltd
104
GBX156.4017.266.985.3
2007[+]Halifax OpportunityHalifax Life Ltd
84
GBX76.8280.866.047.250.6
2008[+]Halifax PelicanHalifax Life Ltd
99
GBX179.203.346.246.5
2009[+]Halifax PropertyHalifax Life Ltd
24
GBX134.9011.611.532.3
2010[+]Halifax Smaller CompaniesHalifax Life Ltd
111
GBX242.60-5.556.064.6
2011[+]Halifax Special SituationsHalifax Life Ltd
105
GBX147.40-3.823.323.9
2012[+]Halifax UK FTSE 100Halifax Life Ltd
97
GBX162.303.736.438.4
2013[+]Halifax UK FTSE All ShareHalifax Life Ltd
107
GBX181.503.446.849.9
2014[+]HLL Aberdeen World EquityHawthorn Life Limited
n/a
GBP11.15n/an/an/a
2015[+]HLL Adventurous Growth PortfolioHawthorn Life Limited
73
GBP13.725.250.454.7
2016[+]HLL Aviva UK Property TrustHawthorn Life Limited
49
GBP8.3710.418.529.9
2017[+]HLL BalancedHawthorn Life Limited
54
GBP12.285.131.935.3
2018[+]HLL BlackRock European DynamicHawthorn Life Limited
127
GBP14.622.063.6n/a
2019[+]HLL BlackRock Sterling LiquidityHawthorn Life Limited
0
GBP10.60-0.9-2.6-4.0
2020[+]HLL BlackRock UK Smaller CompaniesHawthorn Life Limited
99
GBP13.38-3.351.781.7
2021[+]HLL BlackRock UK Special SituationsHawthorn Life Limited
98
GBP13.25-3.636.355.4
2022[+]HLL CautiousHawthorn Life Limited
46
GBP12.485.128.133.1
2023[+]HLL Cautious Managed PortfolioHawthorn Life Limited
45
GBP13.364.632.238.1
2024[+]HLL DefensiveHawthorn Life Limited
30
GBP12.725.220.727.7
2025[+]HLL European BalancedHawthorn Life Limited
63
GBP15.491.634.715.1

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.