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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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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.

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: 8123 funds

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8123 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
66
21.5
4[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
60
17.2
5[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
49
23.9
6[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
47
25.5
7[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
42
21.3
8[+]Zurich UTC Pre-Retirement PnZurich Assurance Ltd
53
SHn/a
9[+]Zurich UTC Growth PnZurich Assurance Ltd
65
SHn/a
10[+]Zurich UTC Defensive PnZurich Assurance Ltd
42
SHn/a
11[+]Zurich UK ZPZurich Assurance Ltd
89
40.9
12[+]Zurich UK Smaller Companies ZPZurich Assurance Ltd
68
80.2
13[+]Zurich UK Select ZPZurich Assurance Ltd
90
47.7
14[+]Zurich UK Property CS1Zurich Assurance Ltd
22
NS41.2
15[+]Zurich UK Pref & Fxd Interest 2 EPZurich Assurance Ltd
37
11.7
16[+]Zurich UK Opportunities 2 EPZurich Assurance Ltd
90
29.8
17[+]Zurich UK Monthly Income EPZurich Assurance Ltd
81
43.0
18[+]Zurich UK Index Tracker 2EPZurich Assurance Ltd
90
PT23.5
19[+]Zurich UK Growth & Income ZPZurich Assurance Ltd
84
44.0
20[+]Zurich UK Equity Income ZPZurich Assurance Ltd
86
45.9
21[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
86
49.6
22[+]Zurich UK Equity 2000 APZurich Assurance Ltd
85
46.3
23[+]Zurich UK Equity 2 EPZurich Assurance Ltd
88
PT43.3
24[+]Zurich UK EPZurich Assurance Ltd
89
41.3
25[+]Zurich UK Corporate Bond ZPZurich Assurance Ltd
26
18.7
26[+]Zurich UBS US Equity ZPZurich Assurance Ltd
100
58.0
27[+]Zurich UBS UK Equity ZPZurich Assurance Ltd
90
37.6
28[+]Zurich UBS Global Equity 60/40 ZPZurich Assurance Ltd
78
35.1
29[+]Zurich Tracker Protected Profits ZPZurich Assurance Ltd
53
US14.8
30[+]Zurich Towry A3743 ZPZurich Assurance Ltd
50
22.7
31[+]Zurich Towry A2535 ZPZurich Assurance Ltd
39
18.1
32[+]Zurich Towry A0715 ZPZurich Assurance Ltd
24
11.3
33[+]Zurich Threadneedle Property ZP1Zurich Assurance Ltd
20
NS42.1
34[+]Zurich Threadneedle Managed Portfolio 3 Pn ZPZurich Assurance Ltd
n/a
SHn/a
35[+]Zurich Target Lump Sum 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
36[+]Zurich Target Lump Sum 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
37[+]Zurich Target Lump Sum 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
38[+]Zurich Target Lump Sum 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
39[+]Zurich Target Drawdown 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
40[+]Zurich Target Drawdown 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
41[+]Zurich Target Drawdown 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
42[+]Zurich Target Drawdown 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
43[+]Zurich Target Annuity 2026 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
44[+]Zurich Target Annuity 2023 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
45[+]Zurich Target Annuity 2020 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
46[+]Zurich Target Annuity 2017 Pn 1% APZurich Assurance Ltd
n/a
SHn/a
47[+]Zurich Strategic Bond ZPZurich Assurance Ltd
16
18.8
48[+]Zurich Sterling Bond EPZurich Assurance Ltd
42
9.1
49[+]Zurich State Street Diversified Beta Pn ZPZurich Assurance Ltd
47
17.7
50[+]Zurich Standard Life Global Absolute Return Strategies ZPZurich Assurance Ltd
32
19.5
51[+]Zurich Standard Life Global Abs Return Strats Pn CS2Zurich Assurance Ltd
n/a
n/a
52[+]Zurich Standard Life Corporate Bond ZP1Zurich Assurance Ltd
35
18.8
53[+]Zurich Sinfonia Income Portfolio ZPZurich Assurance Ltd
33
12.2
54[+]Zurich Sinfonia Income and Growth Portfolio ZPZurich Assurance Ltd
55
21.8
55[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
42
17.8
56[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
66
22.7
57[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
75
23.3
58[+]Zurich Shariah CS1Zurich Assurance Ltd
83
32.5
59[+]Zurich Seneca Diversified Income ZPZurich Assurance Ltd
39
24.5
60[+]Zurich Seneca Diversified Growth ZPZurich Assurance Ltd
57
25.1
61[+]Zurich Secure 2 EPZurich Assurance Ltd
4
3.2
62[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
58
81.2
63[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
98
69.2
64[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
96
41.8
65[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
97
42.9
66[+]Zurich Schroder Tokyo APZurich Assurance Ltd
97
43.6
67[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
10
16.0
68[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
82
38.7
69[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
79
33.0
70[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
30
19.1
71[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
64
25.5
72[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
64
24.3
73[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
64
20.7
74[+]Zurich Schroder Income ZPZurich Assurance Ltd
95
44.2
75[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
83
37.0

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.