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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

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Fund performance league table: 3024 funds

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3024 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
79
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
66
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
50
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
35
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
22
SHn/a
6[+]Worldwide Capital Growth A2000Thesis Unit Trust Mgmt Ltd
64
34.8
7[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
97
48.2
8[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
108
51.3
9[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
10[+]Wealthy Nations Bond Ord Inc GBPNew Capital Fund Management
59
29.4
11[+]WAY MA Growth Portfolio B AccWAY Fund Managers
86
37.9
12[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
51
21.7
13[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
93
24.5
14[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
88
41.6
15[+]WAY Global Momentum A AccWAY Fund Managers
75
15.6
16[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
42
13.4
17[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
62
28.9
18[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
280
-42.6
19[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
29
22.5
20[+]Waverton Sterling Bond B GBPWaverton Investment Management
21
17.0
21[+]Waverton Global Equity A GBPWaverton Investment Management
113
55.5
22[+]Waverton Global Bond I USDWaverton Investment Management
27
4.4
23[+]Waverton European B EURWaverton Investment Management
151
126.5
24[+]Waverton Asia Pacific A GBPWaverton Investment Management
106
31.6
25[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
26[+]VT Ursus Arctos 1Valu-Trac Invest Mgmt Ltd
92
45.4
27[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
36
17.0
28[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
88
35.9
29[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
44
21.0
30[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
61
27.7
31[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
32[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
33[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
101
36.3
34[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
35[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
33
17.4
36[+]VT Halo Global Asian Consumer A Acc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
37[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
122
88.5
38[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
99
40.9
39[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
45
13.1
40[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
114
55.1
41[+]Veritas Global Focus A GBPVeritas Asset Mgmt (UK) Ltd
94
53.4
42[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
89
37.3
43[+]Veritas Asian A GBPVeritas Asset Mgmt (UK) Ltd
102
44.5
44[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
105
80.2
45[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
79
17.0
46[+]Vanguard UK Investment Grade Bond Index Acc GBPVanguard Investment Series
37
SS29.3
47[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
66
20.3
48[+]Vanguard UK Government Bond Index Acc GBPVanguard Investment Series
46
SS12.2
49[+]Vanguard SRI Global Stock Inc GBPVanguard Investment Series
n/a
SH60.1
50[+]Vanguard SRI European Stock Inc GBPVanguard Investment Series
111
49.9
51[+]Vanguard Pacific ex Japan Stock Index Acc GBPVanguard Investment Series
n/a
37.0
52[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
73
46.3
53[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
54
37.6
54[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
38
29.5
55[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
30
21.5
56[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
93
55.2
57[+]Vanguard Japan Stock Index Acc GBPVanguard Investment Series
146
34.9
58[+]Vanguard Global Small-Cap Index Acc GBPVanguard Investment Series
110
62.5
59[+]Vanguard Global Bond Index Hedge Acc GBPVanguard Investment Series
54
15.1
60[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
50.5
61[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
99
45.5
62[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
96
63.5
63[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
120
57.2
64[+]Vanguard Emerging Markets Stock Index Acc GBPVanguard Investment Series
116
18.2
65[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
76
36.8
66[+]Unicorn UK Smaller Companies BUnicorn Asset Management
83
81.1
67[+]Unicorn UK Income AUnicorn Asset Management
90
79.6
68[+]Unicorn UK Growth BUnicorn Asset Management
95
65.3
69[+]Unicorn Outstanding British Companies RUnicorn Asset Management
88
51.5
70[+]Unicorn Mastertrust BUnicorn Asset Management
61
56.6
71[+]UBS US Growth A AccUBS Asset Management
130
81.2
72[+]UBS US Equity A AccUBS Asset Management
126
80.4
73[+]UBS UK Opportunities A AccUBS Asset Management
116
42.0
74[+]UBS UK Equity Income A AccUBS Asset Management
106
37.9
75[+]UBS Targeted Return C AccUBS Asset Management
58
40.8

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