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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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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: 3075 funds

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3075 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
301[+]SWIP UK Opportunities A GBPSWIP
107
2.4
302[+]SWIP UK Income ASWIP
102
22.2
303[+]SWIP UK Flexible Strategy ASWIP
37
21.7
304[+]SWIP UK Enhanced Equity A AccSWIP
103
24.0
305[+]SWIP Strategic Bond A AccSWIP
24
25.4
306[+]SWIP Sterling Index Linked Bond A AccSWIP
66
19.9
307[+]SWIP Sterling Credit Advantage A AccSWIP
16
14.2
308[+]SWIP Sterling Bond Plus A AccSWIP
38
14.2
309[+]SWIP Property Trust AccSWIP
34
18.4
310[+]SWIP North American A GBPSWIP
120
54.5
311[+]SWIP MultiManager UK Equity Income A AccSWIP
100
32.5
312[+]SWIP MultiManager UK Equity Growth A AccSWIP
114
32.4
313[+]SWIP MultiManager UK Equity Focus A AccSWIP
108
28.1
314[+]SWIP MultiManager Select Boutiques ASWIP
81
29.8
315[+]SWIP MultiManager International Equity ASWIP
103
35.0
316[+]SWIP MultiManager Global Real Estate Securities A Acc GBPSWIP
106
35.0
317[+]SWIP MultiManager Diversity ASWIP
41
12.9
318[+]SWIP Multi Manager Optimal Multi Asset F AccSWIP
53
17.2
319[+]SWIP High Yield Bond A AccSWIP
38
26.6
320[+]SWIP Global Bond Plus A AccSWIP
49
-5.8
321[+]SWIP Global A GBPSWIP
108
39.9
322[+]SWIP Gilt Plus A AccSWIP
40
8.1
323[+]SWIP Foundation Growth A AccSWIP
107
24.4
324[+]SWIP Financial ASWIP
113
28.8
325[+]SWIP European Real Estate A Acc GBPSWIP
122
32.1
326[+]SWIP European High Yield Bond A AccSWIP
34
SHn/a
327[+]SWIP European Corporate Bond B Acc GBPSWIP
49
12.3
328[+]SWIP European A GBPSWIP
119
23.3
329[+]SWIP Euro Absolute Return J Acc EURSWIP
52
8.9
330[+]SWIP Emerging Markets A GBPSWIP
116
3.1
331[+]SWIP Diversified Assets A AccSWIP
37
13.5
332[+]SWIP Defensive Gilt A IncSWIP
10
1.1
333[+]SWIP Corporate Bond Plus A AccSWIP
36
27.8
334[+]SWIP Capital ASWIP
101
22.4
335[+]SWIP Asset Allocator A AccSWIP
57
4.8
336[+]SWIP Absolute Return Bond A AccSWIP
16
8.4
337[+]SVS Cornelian Progressive B AccCornelian Asset Managers
91
32.9
338[+]SVS Cornelian Managed Growth B AccCornelian Asset Managers
66
26.9
339[+]SVS Cornelian Growth E AccCornelian Asset Managers
78
29.6
340[+]SVS Cornelian Defensive B AccCornelian Asset Managers
34
18.2
341[+]SVS Cornelian Cautious E AccCornelian Asset Managers
49
22.7
342[+]SVS Church House UK Managed GrowthChurch House Investment Mgmt
96
36.4
343[+]SVS Church House Tenax Absolute Return Strategies A AccChurch House Investment Mgmt
21
16.5
344[+]SVS Church House Investment Grade Fixed InterestChurch House Investment Mgmt
27
20.6
345[+]SVS Church House Esk Global Equity AChurch House Investment Mgmt
91
43.6
346[+]SVS Church House Deep Value Investments AChurch House Investment Mgmt
101
30.7
347[+]SVS Church House Balanced Equity Income IncChurch House Investment Mgmt
80
US29.6
348[+]SVM World Equity ASVM Asset Management Ltd
109
50.4
349[+]SVM UK Opportunities ASVM Asset Management Ltd
102
41.3
350[+]SVM UK Growth ASVM Asset Management Ltd
139
44.8
351[+]SVM Continental Europe ASVM Asset Management Ltd
141
30.5
352[+]SVM All Europe SRI ASVM Asset Management Ltd
106
34.2
353[+]Standard Life TM UK Equity General AccStandard Life Trust Management
111
28.8
354[+]Standard Life TM Pan EuropeanStandard Life Trust Management
116
35.8
355[+]Standard Life TM Pacific BasinStandard Life Trust Management
106
24.6
356[+]Standard Life TM North AmericanStandard Life Trust Management
123
59.0
357[+]Standard Life TM JapanStandard Life Trust Management
130
26.2
358[+]Standard Life TM InternationalStandard Life Trust Management
121
60.3
359[+]Standard Life TM Global EquityStandard Life Trust Management
112
47.7
360[+]Standard Life TM EuropeanStandard Life Trust Management
133
30.8
361[+]Standard Life Investments UK Smaller Companies RetStandard Life Investments
109
36.8
362[+]Standard Life Investments UK Property Ret AccStandard Life Investments
29
19.4
363[+]Standard Life Investments UK Property Income Feeder Trust Ret IncStandard Life Investments
28
17.8
364[+]Standard Life Investments UK Property Accumulation Feeder Trust Ret AccStandard Life Investments
31
19.4
365[+]Standard Life Investments UK Opportunities Ret AccStandard Life Investments
120
48.5
366[+]Standard Life Investments UK Gilt Ret AccStandard Life Investments
43
7.3
367[+]Standard Life Investments UK Ethical RetStandard Life Investments
120
42.1
368[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
134
75.7
369[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
144
52.7
370[+]Standard Life Investments UK Equity Income Unconstrained Ret AccStandard Life Investments
105
61.3
371[+]Standard Life Investments UK Equity High Income Ret AccStandard Life Investments
109
38.3
372[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
129
54.5
373[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
120
26.9
374[+]Standard Life Investments Strategic Bond Ret AccStandard Life Investments
20
26.1
375[+]Standard Life Investments Short Duration Global Index Linked Bond Ret AccStandard Life Investments
n/a
SHn/a

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