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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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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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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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Unit Types

Unit Types

You can choose to filter by the type of unit you would like to view – which could be an INC unit, which pays out a regular dividend income, or an ACC unit which automatically reinvests any income.

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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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FE Adviser Fund Index

FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

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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

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Fund performance league table: 3027 funds

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3027 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
68
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
57
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
44
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
31
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
19
SHn/a
6[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
76
38.4
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
62
35.6
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
45
30.1
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
32
23.1
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
21
17.6
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
59
34.5
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
87
33.8
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
100
43.2
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
15[+]Wealthy Nations Bond Ord Inc GBPNew Capital Fund Management
52
23.1
16[+]WAY MA Growth Portfolio B AccWAY Fund Managers
71
28.4
17[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
44
18.1
18[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
75
19.9
19[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
74
30.3
20[+]WAY Global Momentum A AccWAY Fund Managers
66
14.8
21[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
36
11.0
22[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
52
21.6
23[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
252
-40.1
24[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
25
23.3
25[+]Waverton Sterling Bond B GBPWaverton Investment Management
20
13.5
26[+]Waverton Global Equity A GBPWaverton Investment Management
95
41.2
27[+]Waverton Global Bond I USDWaverton Investment Management
25
5.3
28[+]Waverton European B EURWaverton Investment Management
122
118.1
29[+]Waverton Asia Pacific A GBPWaverton Investment Management
87
23.3
30[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
31[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
32
13.5
32[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
75
31.9
33[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
36
20.1
34[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
51
17.7
35[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
88
10.3
36[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
37[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
38[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
27.2
39[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
40[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
27
16.4
41[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
42[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
100
73.3
43[+]VT Castlebay UK Equity A AccValu-Trac Invest Mgmt Ltd
n/a
n/a
44[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
96
32.9
45[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
39
15.9
46[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
104
44.2
47[+]Veritas Global Focus A GBPVeritas Asset Mgmt (UK) Ltd
82
39.8
48[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
80
22.8
49[+]Veritas Asian A GBPVeritas Asset Mgmt (UK) Ltd
88
46.4
50[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
91
64.4
51[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
77
30.1
52[+]Vanguard UK Investment Grade Bond Index Acc GBPVanguard Investment Series
34
SS31.5
53[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
62
25.4
54[+]Vanguard UK Government Bond Index Acc GBPVanguard Investment Series
44
SS17.8
55[+]Vanguard SRI Global Stock Inc GBPVanguard Investment Series
n/a
SH47.2
56[+]Vanguard SRI European Stock Inc GBPVanguard Investment Series
98
38.5
57[+]Vanguard Pacific ex Japan Stock Index Acc GBPVanguard Investment Series
n/a
SH23.0
58[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
66
37.7
59[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
48
32.1
60[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
33
26.6
61[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
26
21.2
62[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
84
43.5
63[+]Vanguard Japan Stock Index Acc GBPVanguard Investment Series
114
33.5
64[+]Vanguard Global Small-Cap Index Acc GBPVanguard Investment Series
91
48.5
65[+]Vanguard Global Bond Index Hedge Acc GBPVanguard Investment Series
46
15.2
66[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
44.9
67[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
36.7
68[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
83
49.8
69[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
102
44.2
70[+]Vanguard Emerging Markets Stock Index Acc GBPVanguard Investment Series
104
6.6
71[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
68
28.6
72[+]Unicorn UK Smaller Companies BUnicorn Asset Management
66
78.1
73[+]Unicorn UK Income AUnicorn Asset Management
76
73.7
74[+]Unicorn UK Growth BUnicorn Asset Management
75
48.9
75[+]Unicorn Outstanding British Companies RUnicorn Asset Management
73
46.7

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector