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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 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: 3074 funds

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3074 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
676[+]Schroder Income A AccSchroder UT Managers
114
54.9
677[+]Schroder Global Property Securities A AccSchroder UT Managers
106
26.2
678[+]Schroder Global Property Income Maximiser A AccSchroder UT Managers
94
21.4
679[+]Schroder Global Healthcare A AccSchroder UT Managers
118
86.5
680[+]Schroder Global Equity Income A AccSchroder UT Managers
106
38.0
681[+]Schroder Global Emerging Markets A AccSchroder UT Managers
118
8.6
682[+]Schroder Global Alpha Plus A AccSchroder UT Managers
113
33.1
683[+]Schroder Gilt & Fixed Interest A AccSchroder UT Managers
43
9.2
684[+]Schroder GAIA QEP Global Absolute A Hedged GBPSchroder Investment Management
52
6.3
685[+]Schroder GAIA Egerton Equity A Inc GBPSchroder Investment Management
84
19.4
686[+]Schroder European Smaller Companies A AccSchroder UT Managers
139
45.7
687[+]Schroder European Opportunities A AccSchroder UT Managers
145
35.9
688[+]Schroder European I AccSchroder UT Managers
127
39.6
689[+]Schroder European Alpha Plus A AccSchroder UT Managers
149
19.6
690[+]Schroder European Alpha Income A AccSchroder UT Managers
158
SHn/a
691[+]Schroder Dynamic Multi Asset A AccSchroder UT Managers
56
17.7
692[+]Schroder Core UK Equity A AccSchroder UT Managers
118
25.6
693[+]Schroder Charity Multi Asset A AccSchroder UT Managers
61
26.1
694[+]Schroder Charity Fixed Interest A AccSchroder UT Managers
43
12.2
695[+]Schroder Charity Equity A AccSchroder UT Managers
106
60.6
696[+]Schroder Asian Income Maximiser A AccSchroder UT Managers
80
27.1
697[+]Schroder Asian Income A AccSchroder UT Managers
89
35.2
698[+]Schroder Asian Alpha Plus AccSchroder UT Managers
105
27.3
699[+]Schroder All Mature Index Linked Bond I AccSchroder UT Managers
65
23.7
700[+]Schroder Absolute UK Dynamic P1 Acc GBPSchroder UT Managers
54
21.9
701[+]Schroder Absolute Return Bond A AccSchroder UT Managers
35
11.8
702[+]Sarasin Sterling Bond A AccSarasin Investment Funds Ltd
39
15.3
703[+]Sarasin GlobalSar Strategic A AccSarasin Investment Funds Ltd
48
24.4
704[+]Sarasin Global Higher Dividend A Acc GBPSarasin Investment Funds Ltd
91
35.2
705[+]Sarasin Global Higher Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
92
40.1
706[+]Sarasin Global Dividend A AccSarasin Investment Funds Ltd
n/a
SHn/a
707[+]Sarasin Global Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
n/a
SHn/a
708[+]Sarasin Fund of Funds Global Strategic Growth A AccSarasin Investment Funds Ltd
56
SHn/a
709[+]Sarasin Fund of Funds Global Equity A AccSarasin Investment Funds Ltd
98
SHn/a
710[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
113
25.8
711[+]Sarasin Food and Agriculture Opportunities A AccSarasin Investment Funds Ltd
90
14.1
712[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
130
31.7
713[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
112
22.7
714[+]Sarasin EquiSar Socially Responsible A AccSarasin Investment Funds Ltd
108
35.1
715[+]Sarasin EquiSar Socially Responsible (Sterling Hedged) A AccSarasin Investment Funds Ltd
110
42.9
716[+]Sarasin EquiSar IIID A AccSarasin Investment Funds Ltd
72
14.2
717[+]Sarasin EquiSar Global Thematic A AccSarasin Investment Funds Ltd
111
32.9
718[+]Sarasin EquiSar Global Thematic (Sterling Hedged) A AccSarasin Investment Funds Ltd
111
39.1
719[+]Sarasin Alpha CIF for Income & Reserves AccSarasin Investment Funds Ltd
28
24.0
720[+]Sarasin Alpha CIF for Endowments AccSarasin Investment Funds Ltd
76
33.2
721[+]Saracen Growth A AccSaracen Fund Managers
106
42.8
722[+]Saracen Global Income & Growth AccSaracen Fund Managers
96
40.5
723[+]Santander UK Growth RASantander Asset Mgmt UK Ltd
106
19.8
724[+]Santander Stockmarket 100 Tracker Growth RASantander Asset Mgmt UK Ltd
107
24.7
725[+]Santander Sterling Government Bond GrSantander Asset Mgmt UK Ltd
43
11.2
726[+]Santander Premium US Equity ASantander Asset Mgmt UK Ltd
116
65.4
727[+]Santander Premium UK Equity ASantander Asset Mgmt UK Ltd
106
23.0
728[+]Santander Premium Sterling Bond ASantander Asset Mgmt UK Ltd
34
18.6
729[+]Santander Premium Pacific ex Japan Equity ASantander Asset Mgmt UK Ltd
98
18.8
730[+]Santander Premium Japan Equity ASantander Asset Mgmt UK Ltd
134
14.6
731[+]Santander Premium Europe (Ex UK) Equity ASantander Asset Mgmt UK Ltd
139
31.0
732[+]Santander N&P UK Growth RISantander Asset Mgmt UK Ltd
107
18.5
733[+]Santander MultiManager Bond Monthly Income RASantander Asset Mgmt UK Ltd
28
18.6
734[+]Santander Max 70% Shares RASantander Asset Mgmt UK Ltd
62
21.9
735[+]Santander Max 70% Shares Portfolio RASantander Asset Mgmt UK Ltd
59
US23.5
736[+]Santander Max 60% Shares Income Portfolio RASantander Asset Mgmt UK Ltd
51
US23.9
737[+]Santander Max 50% Shares Portfolio RASantander Asset Mgmt UK Ltd
40
US21.7
738[+]Santander Max 100% Shares Portfolio RASantander Asset Mgmt UK Ltd
99
29.7
739[+]Santander Investment Portfolio RASantander Asset Mgmt UK Ltd
28
US18.4
740[+]Santander Investment Income RISantander Asset Mgmt UK Ltd
38
US19.0
741[+]Santander Investment Income Portfolio RISantander Asset Mgmt UK Ltd
37
US20.2
742[+]Santander Global Emerging Shares Portfolio RASantander Asset Mgmt UK Ltd
111
2.0
743[+]Santander Equity Income RISantander Asset Mgmt UK Ltd
108
28.7
744[+]Santander Equity Income Portfolio RASantander Asset Mgmt UK Ltd
100
31.1
745[+]Santander Enhanced Income Portfolio RISantander Asset Mgmt UK Ltd
89
22.7
746[+]Santander Dividend Income Portfolio RISantander Asset Mgmt UK Ltd
110
26.5
747[+]Santander Corporate Bond Inst GrSantander Asset Mgmt UK Ltd
36
SHn/a
748[+]Santander Atlas Portfolio 7 RASantander Asset Mgmt UK Ltd
92
US27.8
749[+]Santander Atlas Portfolio 6 RASantander Asset Mgmt UK Ltd
85
US23.5
750[+]Santander Atlas Portfolio 5 RASantander Asset Mgmt UK Ltd
68
US26.1

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