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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 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.

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: 8150 funds

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8150 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
30.6
4[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
61
26.3
5[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
50
30.1
6[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
49
31.0
7[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
42
26.3
8[+]Zurich UTC Pre-Retirement PnZurich Assurance Ltd
57
SHn/a
9[+]Zurich UTC Growth PnZurich Assurance Ltd
65
SHn/a
10[+]Zurich UTC Defensive PnZurich Assurance Ltd
45
SHn/a
11[+]Zurich UK ZPZurich Assurance Ltd
93
53.7
12[+]Zurich UK Smaller Companies ZPZurich Assurance Ltd
73
84.9
13[+]Zurich UK Select ZPZurich Assurance Ltd
95
59.5
14[+]Zurich UK Property CS1Zurich Assurance Ltd
24
NS39.3
15[+]Zurich UK Pref & Fxd Interest 2 EPZurich Assurance Ltd
40
11.1
16[+]Zurich UK Opportunities 2 EPZurich Assurance Ltd
93
42.3
17[+]Zurich UK Monthly Income EPZurich Assurance Ltd
85
54.2
18[+]Zurich UK Index Tracker 2EPZurich Assurance Ltd
92
PT36.3
19[+]Zurich UK Growth & Income ZPZurich Assurance Ltd
88
56.7
20[+]Zurich UK Equity Income ZPZurich Assurance Ltd
89
58.3
21[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
89
62.8
22[+]Zurich UK Equity 2000 APZurich Assurance Ltd
89
58.7
23[+]Zurich UK Equity 2 EPZurich Assurance Ltd
91
PT56.5
24[+]Zurich UK EPZurich Assurance Ltd
93
54.1
25[+]Zurich UK Corporate Bond ZPZurich Assurance Ltd
28
19.9
26[+]Zurich UBS US Equity ZPZurich Assurance Ltd
105
72.9
27[+]Zurich UBS UK Equity ZPZurich Assurance Ltd
100
41.2
28[+]Zurich UBS Global Equity 60/40 ZPZurich Assurance Ltd
87
38.3
29[+]Zurich Tracker Protected Profits ZPZurich Assurance Ltd
55
US20.7
30[+]Zurich Towry A3743 ZPZurich Assurance Ltd
52
27.6
31[+]Zurich Towry A2535 ZPZurich Assurance Ltd
40
21.7
32[+]Zurich Towry A0715 ZPZurich Assurance Ltd
26
13.2
33[+]Zurich Threadneedle Property ZP1Zurich Assurance Ltd
22
NS40.3
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
18
21.1
48[+]Zurich Sterling Bond EPZurich Assurance Ltd
45
7.5
49[+]Zurich State Street Diversified Beta Pn ZPZurich Assurance Ltd
47
25.3
50[+]Zurich Standard Life Global Absolute Return Strategies ZPZurich Assurance Ltd
34
22.3
51[+]Zurich Standard Life Global Abs Return Strats Pn CS2Zurich Assurance Ltd
n/a
SHn/a
52[+]Zurich Standard Life Corporate Bond ZP1Zurich Assurance Ltd
37
21.3
53[+]Zurich Sinfonia Income Portfolio ZPZurich Assurance Ltd
35
13.3
54[+]Zurich Sinfonia Income and Growth Portfolio ZPZurich Assurance Ltd
55
27.3
55[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
43
21.6
56[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
65
30.1
57[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
74
31.9
58[+]Zurich Shariah CS1Zurich Assurance Ltd
88
43.9
59[+]Zurich Seneca Diversified Income ZPZurich Assurance Ltd
40
28.2
60[+]Zurich Seneca Diversified Growth ZPZurich Assurance Ltd
58
32.8
61[+]Zurich Secure 2 EPZurich Assurance Ltd
4
3.7
62[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
62
88.8
63[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
104
84.7
64[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
100
56.4
65[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
99
51.4
66[+]Zurich Schroder Tokyo APZurich Assurance Ltd
99
52.2
67[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
11
17.8
68[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
85
50.6
69[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
81
45.2
70[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
31
21.8
71[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
65
34.1
72[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
65
32.8
73[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
65
29.0
74[+]Zurich Schroder Income ZPZurich Assurance Ltd
96
61.6
75[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
83
53.7

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.