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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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You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

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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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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

Fund size   £

Launch date     

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Fund performance league table: 3057 funds

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3057 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
70
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
58
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
20
SHn/a
6[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
54
30.0
7[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
87
41.8
8[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
100
46.0
9[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
10[+]Wealthy Nations Bond Ord Inc GBPNew Capital Fund Management
54
24.2
11[+]WAY MA Growth Portfolio B AccWAY Fund Managers
75
31.2
12[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
45
18.2
13[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
80
20.6
14[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
77
35.5
15[+]WAY Global Momentum A AccWAY Fund Managers
69
13.6
16[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
37
11.3
17[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
55
24.5
18[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
240
-42.4
19[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
26
22.6
20[+]Waverton Sterling Bond B GBPWaverton Investment Management
19
14.9
21[+]Waverton Global Equity A GBPWaverton Investment Management
97
52.6
22[+]Waverton Global Bond I USDWaverton Investment Management
25
3.8
23[+]Waverton European B EURWaverton Investment Management
131
115.9
24[+]Waverton Asia Pacific A GBPWaverton Investment Management
92
29.0
25[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
26[+]VT Ursus Arctos 1Valu-Trac Invest Mgmt Ltd
79
38.2
27[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
31
14.1
28[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
77
30.0
29[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
38
21.0
30[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
52
20.9
31[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
90
15.8
32[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
33[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
34[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
29.1
35[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
36[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
28
16.4
37[+]VT Halo Global Asian Consumer A Acc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
38[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
104
77.7
39[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
97
37.8
40[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
40
12.2
41[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
108
48.3
42[+]Veritas Global Focus A GBPVeritas Asset Mgmt (UK) Ltd
83
45.5
43[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
83
29.0
44[+]Veritas Asian A GBPVeritas Asset Mgmt (UK) Ltd
88
44.7
45[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
95
78.3
46[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
76
18.1
47[+]Vanguard UK Investment Grade Bond Index Acc GBPVanguard Investment Series
34
SS28.1
48[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
61
19.8
49[+]Vanguard UK Government Bond Index Acc GBPVanguard Investment Series
44
SS12.2
50[+]Vanguard SRI Global Stock Inc GBPVanguard Investment Series
n/a
SH57.3
51[+]Vanguard SRI European Stock Inc GBPVanguard Investment Series
102
45.7
52[+]Vanguard Pacific ex Japan Stock Index Acc GBPVanguard Investment Series
n/a
28.3
53[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
68
43.1
54[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
50
35.2
55[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
34
27.7
56[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
26
20.3
57[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
87
51.1
58[+]Vanguard Japan Stock Index Acc GBPVanguard Investment Series
124
32.4
59[+]Vanguard Global Small-Cap Index Acc GBPVanguard Investment Series
97
61.2
60[+]Vanguard Global Bond Index Hedge Acc GBPVanguard Investment Series
46
13.6
61[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
46.3
62[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
41.5
63[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
88
60.8
64[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
109
53.4
65[+]Vanguard Emerging Markets Stock Index Acc GBPVanguard Investment Series
108
11.4
66[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
64
31.1
67[+]Unicorn UK Smaller Companies BUnicorn Asset Management
73
82.3
68[+]Unicorn UK Income AUnicorn Asset Management
81
83.1
69[+]Unicorn UK Growth BUnicorn Asset Management
83
58.5
70[+]Unicorn Outstanding British Companies RUnicorn Asset Management
78
52.1
71[+]Unicorn Mastertrust BUnicorn Asset Management
54
56.4
72[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
112
73.6
73[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
107
70.8
74[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
107
35.7
75[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
98
32.5

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