To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

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.

Close x

Management Groups

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

Close x

Investment Focus

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

Close x

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.

Close x

 

0 265

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.

FE Risk Score help Close x
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.

FE Crown Fund Rating help Close x

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.

Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 8222 funds

Create a custom tab
8222 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
76[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
88
71.8
77[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
146
90.4
78[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
123
56.8
79[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
131
37.5
80[+]Zurich Schroder Tokyo APZurich Assurance Ltd
131
38.4
81[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
16
22.6
82[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
109
60.0
83[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
98
54.6
84[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
31
26.0
85[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
79
41.9
86[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
79
40.5
87[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
79
36.4
88[+]Zurich Schroder Income ZPZurich Assurance Ltd
124
76.4
89[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
110
67.3
90[+]Zurich Schroder Glt&Fxd Interest ZPZurich Assurance Ltd
48
10.3
91[+]Zurich Schroder Glt&Fxd Interest APZurich Assurance Ltd
48
9.8
92[+]Zurich Schroder Global Prop Sec ZPZurich Assurance Ltd
109
45.3
93[+]Zurich Schroder Global Equity Pn ZPZurich Assurance Ltd
111
55.2
94[+]Zurich Schroder Global Equity Income ZPZurich Assurance Ltd
108
58.9
95[+]Zurich Schroder Global Emerging Markets Pn ZPZurich Assurance Ltd
124
21.8
96[+]Zurich Schroder Global Alpha Plus Pn ZPZurich Assurance Ltd
119
54.0
97[+]Zurich Schroder European Opportunities ZPZurich Assurance Ltd
157
62.0
98[+]Zurich Schroder European Opportunities CS1 PnZurich Assurance Ltd
n/a
n/a
99[+]Zurich Schroder Diversified Growth Pn ZPZurich Assurance Ltd
63
31.0
100[+]Zurich Schroder Core UK Equity ZPZurich Assurance Ltd
124
39.5
101[+]Zurich Schroder Balanced Managed 2000 APZurich Assurance Ltd
79
40.6
102[+]Zurich Schroder Asian Income Maximiser Pn ZPZurich Assurance Ltd
81
38.2
103[+]Zurich Schroder All Maturities Corporate Bond ZPZurich Assurance Ltd
36
27.9
104[+]Zurich Sc All Maturities IL Bd ZPZurich Assurance Ltd
68
19.1
105[+]Zurich Russell World Equity ZPZurich Assurance Ltd
104
52.8
106[+]Zurich Russell UK Equity ZPZurich Assurance Ltd
110
52.2
107[+]Zurich Russell Emg Markets Eq ZPZurich Assurance Ltd
113
19.2
108[+]Zurich River & Mercantile UK Equity High Alpha ZPZurich Assurance Ltd
117
78.8
109[+]Zurich Rathbone Income ZPZurich Assurance Ltd
86
54.4
110[+]Zurich P-Solve Inflation Plus Pn ZPZurich Assurance Ltd
74
SHn/a
111[+]Zurich Protected Profits ZPZurich Assurance Ltd
66
US24.6
112[+]Zurich Property 2 EPZurich Assurance Ltd
31
26.4
113[+]Zurich Pre-Retirement Pn CS1Zurich Assurance Ltd
80
n/a
114[+]Zurich PIMCO Global Investment Grade Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
115[+]Zurich PIMCO GIS Diversified Income CS1Zurich Assurance Ltd
n/a
n/a
116[+]Zurich Passive World ex-UK Equity Pn CS1Zurich Assurance Ltd
n/a
SHn/a
117[+]Zurich Passive UK Equity ZP CS1Zurich Assurance Ltd
n/a
SHn/a
118[+]Zurich Passive Pre-Retirement Pn CS1Zurich Assurance Ltd
n/a
SHn/a
119[+]Zurich Passive Multi-Asset Pn I CS1Zurich Assurance Ltd
n/a
SHn/a
120[+]Zurich Passive Index Linked Gilt ZP CS1Zurich Assurance Ltd
n/a
SHn/a
121[+]Zurich Passive Global Equity V PnZurich Assurance Ltd
n/a
SHn/a
122[+]Zurich Passive Global Equity PnZurich Assurance Ltd
98
47.0
123[+]Zurich Passive Global Equity CS1 PnZurich Assurance Ltd
97
SHn/a
124[+]Zurich Passive Global Equity 3 PnZurich Assurance Ltd
98
SHn/a
125[+]Zurich Passive Gilt CS1Zurich Assurance Ltd
81
SHn/a
126[+]Zurich Passive Emerging Market Equity CS1Zurich Assurance Ltd
124
SHn/a
127[+]Zurich Passive Corporate Bond ZP CS1Zurich Assurance Ltd
47
SHn/a
128[+]Zurich Optimum Investment Management Strategic Income ZPZurich Assurance Ltd
17
SHn/a
129[+]Zurich Optimum Investment Management High Alpha ZPZurich Assurance Ltd
85
SHn/a
130[+]Zurich Optimum Investment Management Global Income ZPZurich Assurance Ltd
52
SHn/a
131[+]Zurich Optimum Investment Management Enterprise ZPZurich Assurance Ltd
38
SHn/a
132[+]Zurich Omnis Threadneedle Cautious APZurich Assurance Ltd
51
US30.3
133[+]Zurich Omnis Threadneedle Balanced APZurich Assurance Ltd
79
US38.7
134[+]Zurich Omnis Threadneedle Advanced APZurich Assurance Ltd
91
US42.3
135[+]Zurich Omnis Distribution APZurich Assurance Ltd
47
US34.4
136[+]Zurich Omnis Cautious APZurich Assurance Ltd
49
US26.0
137[+]Zurich Omnis Balanced APZurich Assurance Ltd
70
US34.4
138[+]Zurich Omnis Advanced APZurich Assurance Ltd
88
US36.8
139[+]Zurich Old Mutual UK Smaller Companies CS1Zurich Assurance Ltd
n/a
n/a
140[+]Zurich Old Mutual UK Mid Cap ZPZurich Assurance Ltd
146
90.7
141[+]Zurich Old Mutual UK Alpha Pn ZPZurich Assurance Ltd
n/a
n/a
142[+]Zurich Old Mutual Corporate Bond ZPZurich Assurance Ltd
32
35.0
143[+]Zurich North American Eq APZurich Assurance Ltd
126
77.1
144[+]Zurich Newton UK Opportunities ZPZurich Assurance Ltd
109
52.6
145[+]Zurich Newton Real Return ZPZurich Assurance Ltd
43
14.5
146[+]Zurich Newton Managed ZPZurich Assurance Ltd
89
51.5
147[+]Zurich Newton Managed APZurich Assurance Ltd
89
50.5
148[+]Zurich Newton International Bond Pn ZPZurich Assurance Ltd
49
-1.9
149[+]Zurich Newton Higher Income ZPZurich Assurance Ltd
97
44.2
150[+]Zurich Newton Higher Inc ZPZurich Assurance Ltd
95
42.6

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