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Fund name

Geographies

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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Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

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Investment Focus

Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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Asset Class

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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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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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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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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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.

More :Sharpe Ratio help Close x
       %
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     

For Sale In

Fund performance league table: 8187 funds

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8187 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Zurich Multi-Asset V ZP PnZurich Assurance Ltd
n/a
SHn/a
2[+]Zurich Zurich Multi-Asset IV ZP PnZurich Assurance Ltd
n/a
SHn/a
3[+]Zurich Zurich Multi-Asset III ZP PnZurich Assurance Ltd
n/a
SHn/a
4[+]Zurich Zurich Multi-Asset II ZP PnZurich Assurance Ltd
n/a
SHn/a
5[+]Zurich Zurich Multi-Asset I ZP PnZurich Assurance Ltd
n/a
SHn/a
6[+]Zurich With Profits 2 EPZurich Assurance Ltd
1
US12.5
7[+]Zurich Verbatim Portfolio 7 Pn ZPZurich Assurance Ltd
73
US27.7
8[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
70
US22.9
9[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
55
US30.2
10[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
54
US26.1
11[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
40
US22.2
12[+]Zurich UTC Pre-Retirement PnZurich Assurance Ltd
n/a
SHn/a
13[+]Zurich UTC Growth PnZurich Assurance Ltd
n/a
SHn/a
14[+]Zurich UTC Defensive PnZurich Assurance Ltd
n/a
SHn/a
15[+]Zurich UK ZPZurich Assurance Ltd
106
45.8
16[+]Zurich UK Smaller Companies ZPZurich Assurance Ltd
106
67.6
17[+]Zurich UK Select ZPZurich Assurance Ltd
106
47.6
18[+]Zurich UK Property CS1Zurich Assurance Ltd
31
SHn/a
19[+]Zurich UK Pref & Fxd Interest 2 EPZurich Assurance Ltd
38
17.9
20[+]Zurich UK Opportunities 2 EPZurich Assurance Ltd
106
36.4
21[+]Zurich UK Monthly Income EPZurich Assurance Ltd
96
46.0
22[+]Zurich UK Index Tracker 2EPZurich Assurance Ltd
104
30.0
23[+]Zurich UK Growth & Income ZPZurich Assurance Ltd
104
52.1
24[+]Zurich UK Equity Income ZPZurich Assurance Ltd
99
53.0
25[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
103
57.6
26[+]Zurich UK Equity 2000 APZurich Assurance Ltd
99
53.4
27[+]Zurich UK Equity 2 EPZurich Assurance Ltd
103
49.5
28[+]Zurich UK EPZurich Assurance Ltd
106
46.4
29[+]Zurich UK Corporate Bond ZPZurich Assurance Ltd
31
31.4
30[+]Zurich UBS US Equity ZPZurich Assurance Ltd
112
52.9
31[+]Zurich UBS UK Equity ZPZurich Assurance Ltd
104
34.2
32[+]Zurich UBS Global Equity 60/40 ZPZurich Assurance Ltd
94
33.4
33[+]Zurich Tracker Protected Profits ZPZurich Assurance Ltd
59
US14.5
34[+]Zurich Towry A3743 ZPZurich Assurance Ltd
52
21.3
35[+]Zurich Towry A2535 ZPZurich Assurance Ltd
40
18.1
36[+]Zurich Towry A0715 ZPZurich Assurance Ltd
25
12.1
37[+]Zurich Threadneedle Property ZP1Zurich Assurance Ltd
28
n/a
38[+]Zurich Threadneedle Multi-Asset V Pn CS1Zurich Assurance Ltd
n/a
SHn/a
39[+]Zurich Threadneedle Multi-Asset IV Pn CS1Zurich Assurance Ltd
n/a
SHn/a
40[+]Zurich Threadneedle Multi-Asset III Pn CS1Zurich Assurance Ltd
n/a
SHn/a
41[+]Zurich Threadneedle Multi-Asset II Pn CS1Zurich Assurance Ltd
n/a
SHn/a
42[+]Zurich Threadneedle Multi-Asset I Pn CS1Zurich Assurance Ltd
n/a
SHn/a
43[+]Zurich Threadneedle Managed Portfolio 7 Pn ZPZurich Assurance Ltd
n/a
n/a
44[+]Zurich Threadneedle Managed Portfolio 6 Pn ZPZurich Assurance Ltd
n/a
n/a
45[+]Zurich Threadneedle Managed Portfolio 5 Pn ZPZurich Assurance Ltd
n/a
n/a
46[+]Zurich Threadneedle Managed Portfolio 4 Pn ZPZurich Assurance Ltd
n/a
n/a
47[+]Zurich Threadneedle Managed Portfolio 3 Pn ZPZurich Assurance Ltd
n/a
n/a
48[+]Zurich Strategic Bond ZPZurich Assurance Ltd
21
32.1
49[+]Zurich Sterling Bond EPZurich Assurance Ltd
43
13.0
50[+]Zurich State Street Diversified Beta Pn ZPZurich Assurance Ltd
51
27.6
51[+]Zurich Standard Life Global Absolute Return Strategies ZPZurich Assurance Ltd
32
21.8
52[+]Zurich Standard Life Corporate Bond ZP1Zurich Assurance Ltd
35
n/a
53[+]Zurich Sinfonia Income Portfolio ZPZurich Assurance Ltd
31
16.4
54[+]Zurich Sinfonia Income and Growth Portfolio ZPZurich Assurance Ltd
57
22.9
55[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
43
21.6
56[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
68
25.0
57[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
80
25.5
58[+]Zurich Shariah CS1Zurich Assurance Ltd
85
SHn/a
59[+]Zurich Secure 2 EPZurich Assurance Ltd
2
2.7
60[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
81
68.9
61[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
134
73.4
62[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
111
39.0
63[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
116
23.6
64[+]Zurich Schroder Tokyo APZurich Assurance Ltd
116
24.6
65[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
16
23.1
66[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
92
39.9
67[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
91
38.2
68[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
30
23.7
69[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
67
30.9
70[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
67
29.6
71[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
68
25.8
72[+]Zurich Schroder Income ZPZurich Assurance Ltd
107
51.9
73[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
92
45.0
74[+]Zurich Schroder Glt&Fxd Interest ZPZurich Assurance Ltd
43
14.3
75[+]Zurich Schroder Glt&Fxd Interest APZurich Assurance Ltd
43
13.9

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling 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