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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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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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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 IA, or by FE – which has its own custom sectors.

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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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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

Fund size   £

Launch date     

For Sale In

Fund performance league table: 8111 funds

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8111 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Woodford Equity Income ZPZurich Assurance Ltd
n/a
SHn/a
2[+]Zurich With Profits 2 EPZurich Assurance Ltd
1
US12.5
3[+]Zurich Verbatim Portfolio 7 Pn ZPZurich Assurance Ltd
67
44.6
4[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
61
37.7
5[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
50
39.8
6[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
48
39.6
7[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
41
33.7
8[+]Zurich UTC Pre-Retirement PnZurich Assurance Ltd
57
SHn/a
9[+]Zurich UTC Growth PnZurich Assurance Ltd
64
SHn/a
10[+]Zurich UTC Defensive PnZurich Assurance Ltd
45
SHn/a
11[+]Zurich UK ZPZurich Assurance Ltd
94
68.3
12[+]Zurich UK Smaller Companies ZPZurich Assurance Ltd
78
84.5
13[+]Zurich UK Select ZPZurich Assurance Ltd
95
74.1
14[+]Zurich UK Property CS1Zurich Assurance Ltd
22
NS33.1
15[+]Zurich UK Pref & Fxd Interest 2 EPZurich Assurance Ltd
40
14.3
16[+]Zurich UK Opportunities 2 EPZurich Assurance Ltd
94
56.6
17[+]Zurich UK Monthly Income EPZurich Assurance Ltd
86
68.6
18[+]Zurich UK Index Tracker 2EPZurich Assurance Ltd
93
PT51.2
19[+]Zurich UK Growth & Income ZPZurich Assurance Ltd
90
71.2
20[+]Zurich UK Equity Income ZPZurich Assurance Ltd
90
73.7
21[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
89
80.5
22[+]Zurich UK Equity 2000 APZurich Assurance Ltd
90
74.2
23[+]Zurich UK Equity 2 EPZurich Assurance Ltd
93
PT71.6
24[+]Zurich UK EPZurich Assurance Ltd
94
68.8
25[+]Zurich UK Corporate Bond ZPZurich Assurance Ltd
28
26.8
26[+]Zurich UBS US Equity ZPZurich Assurance Ltd
108
85.6
27[+]Zurich UBS UK Equity ZPZurich Assurance Ltd
99
53.0
28[+]Zurich UBS Global Equity 60/40 ZPZurich Assurance Ltd
88
54.6
29[+]Zurich Tracker Protected Profits ZPZurich Assurance Ltd
55
US25.9
30[+]Zurich Towry A3743 ZPZurich Assurance Ltd
50
35.6
31[+]Zurich Towry A2535 ZPZurich Assurance Ltd
39
27.8
32[+]Zurich Towry A0715 ZPZurich Assurance Ltd
26
16.6
33[+]Zurich Threadneedle Property ZP1Zurich Assurance Ltd
21
NS34.7
34[+]Zurich Threadneedle Multi-Asset V Pn CS1Zurich Assurance Ltd
n/a
SHn/a
35[+]Zurich Threadneedle Multi-Asset IV Pn CS1Zurich Assurance Ltd
n/a
SHn/a
36[+]Zurich Threadneedle Multi-Asset III Pn CS1Zurich Assurance Ltd
n/a
SHn/a
37[+]Zurich Threadneedle Multi-Asset II Pn CS1Zurich Assurance Ltd
n/a
SHn/a
38[+]Zurich Threadneedle Multi-Asset I Pn CS1Zurich Assurance Ltd
n/a
SHn/a
39[+]Zurich Threadneedle Managed Portfolio 3 Pn ZPZurich Assurance Ltd
n/a
n/a
40[+]Zurich Target Lump Sum 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
41[+]Zurich Target Lump Sum 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
42[+]Zurich Target Lump Sum 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
43[+]Zurich Target Lump Sum 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
44[+]Zurich Target Drawdown 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
45[+]Zurich Target Drawdown 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
46[+]Zurich Target Drawdown 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
47[+]Zurich Target Drawdown 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
48[+]Zurich Target Annuity 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
49[+]Zurich Target Annuity 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
50[+]Zurich Target Annuity 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
51[+]Zurich Target Annuity 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
52[+]Zurich Strategic Bond ZPZurich Assurance Ltd
16
27.4
53[+]Zurich Sterling Bond EPZurich Assurance Ltd
45
10.7
54[+]Zurich State Street Diversified Beta Pn ZPZurich Assurance Ltd
46
34.4
55[+]Zurich Standard Life Global Absolute Return Strategies ZPZurich Assurance Ltd
34
25.7
56[+]Zurich Standard Life Corporate Bond ZP1Zurich Assurance Ltd
37
29.0
57[+]Zurich Sinfonia Income Portfolio ZPZurich Assurance Ltd
33
18.6
58[+]Zurich Sinfonia Income and Growth Portfolio ZPZurich Assurance Ltd
54
36.8
59[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
42
29.3
60[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
63
42.6
61[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
71
46.5
62[+]Zurich Shariah CS1Zurich Assurance Ltd
90
SH58.2
63[+]Zurich Seneca Diversified Income ZPZurich Assurance Ltd
35
37.5
64[+]Zurich Seneca Diversified Growth ZPZurich Assurance Ltd
56
41.7
65[+]Zurich Secure 2 EPZurich Assurance Ltd
5
3.7
66[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
66
95.6
67[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
112
102.2
68[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
103
70.3
69[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
101
62.6
70[+]Zurich Schroder Tokyo APZurich Assurance Ltd
101
63.3
71[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
11
20.9
72[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
88
65.8
73[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
83
63.0
74[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
27
27.1
75[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
66
45.5

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
PT : Passive fund