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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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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: 3078 funds

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3078 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
106
6.1
302[+]SWIP UK Income ASWIP
100
25.7
303[+]SWIP UK Flexible Strategy ASWIP
37
22.4
304[+]SWIP UK Enhanced Equity A AccSWIP
101
29.5
305[+]SWIP Strategic Bond A AccSWIP
25
27.9
306[+]SWIP Sterling Index Linked Bond A AccSWIP
66
20.3
307[+]SWIP Sterling Credit Advantage A AccSWIP
16
15.4
308[+]SWIP Sterling Bond Plus A AccSWIP
39
14.7
309[+]SWIP Property Trust AccSWIP
34
18.6
310[+]SWIP North American A GBPSWIP
115
57.6
311[+]SWIP MultiManager UK Equity Income A AccSWIP
97
35.8
312[+]SWIP MultiManager UK Equity Growth A AccSWIP
111
39.5
313[+]SWIP MultiManager UK Equity Focus A AccSWIP
106
33.5
314[+]SWIP MultiManager Select Boutiques ASWIP
78
30.8
315[+]SWIP MultiManager International Equity ASWIP
98
40.3
316[+]SWIP MultiManager Global Real Estate Securities A Acc GBPSWIP
103
41.5
317[+]SWIP MultiManager Diversity ASWIP
39
13.7
318[+]SWIP Multi Manager Optimal Multi Asset F AccSWIP
51
18.6
319[+]SWIP High Yield Bond A AccSWIP
34
29.5
320[+]SWIP Global Bond Plus A AccSWIP
49
-6.3
321[+]SWIP Global A GBPSWIP
106
44.2
322[+]SWIP Gilt Plus A AccSWIP
40
7.8
323[+]SWIP Foundation Growth A AccSWIP
105
30.0
324[+]SWIP Financial ASWIP
112
34.0
325[+]SWIP European Real Estate A Acc GBPSWIP
117
36.2
326[+]SWIP European High Yield Bond A AccSWIP
33
SHn/a
327[+]SWIP European Corporate Bond B Acc GBPSWIP
48
14.7
328[+]SWIP European A GBPSWIP
114
30.1
329[+]SWIP Euro Absolute Return J Acc EURSWIP
52
9.7
330[+]SWIP Emerging Markets A GBPSWIP
117
9.6
331[+]SWIP Diversified Assets A AccSWIP
36
15.3
332[+]SWIP Defensive Gilt A IncSWIP
10
1.2
333[+]SWIP Corporate Bond Plus A AccSWIP
36
28.9
334[+]SWIP Capital ASWIP
97
28.4
335[+]SWIP Asset Allocator A AccSWIP
56
7.7
336[+]SWIP Absolute Return Bond A AccSWIP
16
9.3
337[+]SVS Cornelian Progressive B AccCornelian Asset Managers
87
36.0
338[+]SVS Cornelian Managed Growth B AccCornelian Asset Managers
64
29.6
339[+]SVS Cornelian Growth E AccCornelian Asset Managers
75
32.4
340[+]SVS Cornelian Defensive B AccCornelian Asset Managers
31
19.9
341[+]SVS Cornelian Cautious E AccCornelian Asset Managers
48
25.2
342[+]SVS Church House UK Managed GrowthChurch House Investment Mgmt
93
41.9
343[+]SVS Church House Tenax Absolute Return Strategies A AccChurch House Investment Mgmt
21
16.9
344[+]SVS Church House Investment Grade Fixed InterestChurch House Investment Mgmt
27
21.1
345[+]SVS Church House Esk Global Equity AChurch House Investment Mgmt
87
46.2
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
77
US32.4
348[+]SVM World Equity ASVM Asset Management Ltd
105
54.4
349[+]SVM UK Opportunities ASVM Asset Management Ltd
99
46.6
350[+]SVM UK Growth ASVM Asset Management Ltd
136
51.6
351[+]SVM Continental Europe ASVM Asset Management Ltd
136
38.1
352[+]SVM All Europe SRI ASVM Asset Management Ltd
105
38.2
353[+]Standard Life TM UK Equity General AccStandard Life Trust Management
106
36.5
354[+]Standard Life TM Pan EuropeanStandard Life Trust Management
108
45.7
355[+]Standard Life TM Pacific BasinStandard Life Trust Management
106
29.5
356[+]Standard Life TM North AmericanStandard Life Trust Management
113
61.1
357[+]Standard Life TM JapanStandard Life Trust Management
129
23.8
358[+]Standard Life TM InternationalStandard Life Trust Management
111
62.8
359[+]Standard Life TM Global EquityStandard Life Trust Management
104
54.3
360[+]Standard Life TM EuropeanStandard Life Trust Management
125
39.2
361[+]Standard Life Investments UK Smaller Companies RetStandard Life Investments
105
41.3
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
113
51.3
366[+]Standard Life Investments UK Gilt Ret AccStandard Life Investments
42
6.9
367[+]Standard Life Investments UK Ethical RetStandard Life Investments
115
50.7
368[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
128
93.0
369[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
141
70.4
370[+]Standard Life Investments UK Equity Income Unconstrained Ret AccStandard Life Investments
99
68.4
371[+]Standard Life Investments UK Equity High Income Ret AccStandard Life Investments
103
44.7
372[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
121
69.0
373[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
114
35.1
374[+]Standard Life Investments Strategic Bond Ret AccStandard Life Investments
20
26.7
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