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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  
76[+]Zurich Schroder Global Prop Sec ZPZurich Assurance Ltd
102
29.3
77[+]Zurich Schroder Global Equity Pn ZPZurich Assurance Ltd
98
38.9
78[+]Zurich Schroder Global Equity Income ZPZurich Assurance Ltd
97
38.1
79[+]Zurich Schroder Global Emerging Markets Pn ZPZurich Assurance Ltd
122
15.7
80[+]Zurich Schroder Global Alpha Plus Pn ZPZurich Assurance Ltd
104
30.4
81[+]Zurich Schroder European Opportunities ZPZurich Assurance Ltd
139
35.5
82[+]Zurich Schroder European Opportunities CS1 PnZurich Assurance Ltd
n/a
n/a
83[+]Zurich Schroder Diversified Growth Pn ZPZurich Assurance Ltd
51
23.2
84[+]Zurich Schroder Core UK Equity ZPZurich Assurance Ltd
114
27.2
85[+]Zurich Schroder Balanced Managed 2000 APZurich Assurance Ltd
67
29.7
86[+]Zurich Schroder Asian Income Maximiser Pn ZPZurich Assurance Ltd
78
31.2
87[+]Zurich Schroder All Maturities Corporate Bond ZPZurich Assurance Ltd
34
30.3
88[+]Zurich Sc All Maturities IL Bd ZPZurich Assurance Ltd
65
26.1
89[+]Zurich Russell World Equity ZPZurich Assurance Ltd
98
37.3
90[+]Zurich Russell UK Equity ZPZurich Assurance Ltd
108
39.5
91[+]Zurich Russell Emg Markets Eq ZPZurich Assurance Ltd
112
16.4
92[+]Zurich River & Mercantile UK Equity High Alpha ZPZurich Assurance Ltd
108
61.9
93[+]Zurich Rathbone Income ZPZurich Assurance Ltd
81
45.4
94[+]Zurich P-Solve Inflation Plus Pn ZPZurich Assurance Ltd
64
SHn/a
95[+]Zurich Protected Profits ZPZurich Assurance Ltd
64
US17.8
96[+]Zurich Property 2 EPZurich Assurance Ltd
31
25.2
97[+]Zurich Pre-Retirement Pn CS1Zurich Assurance Ltd
80
n/a
98[+]Zurich PIMCO Global Investment Grade Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
99[+]Zurich PIMCO GIS Diversified Income CS1Zurich Assurance Ltd
n/a
n/a
100[+]Zurich Passive World ex-UK Equity Pn CS1Zurich Assurance Ltd
n/a
SHn/a
101[+]Zurich Passive UK Equity Pn CS1Zurich Assurance Ltd
n/a
n/a
102[+]Zurich Passive Pre-Retirement Pn CS1Zurich Assurance Ltd
n/a
SHn/a
103[+]Zurich Passive Multi-Asset Pn I CS1Zurich Assurance Ltd
n/a
SHn/a
104[+]Zurich Passive Index Linked Gilt Pn CS1Zurich Assurance Ltd
n/a
n/a
105[+]Zurich Passive Global Equity PnZurich Assurance Ltd
91
33.3
106[+]Zurich Passive Gilt CS1Zurich Assurance Ltd
76
SHn/a
107[+]Zurich Passive Emerging Market Equity CS1Zurich Assurance Ltd
127
SHn/a
108[+]Zurich Passive Corporate Bond Pn CS1Zurich Assurance Ltd
48
n/a
109[+]Zurich Optimum Investment Management Strategic Income ZPZurich Assurance Ltd
15
SHn/a
110[+]Zurich Optimum Investment Management High Alpha ZPZurich Assurance Ltd
76
SHn/a
111[+]Zurich Optimum Investment Management Global Income ZPZurich Assurance Ltd
46
SHn/a
112[+]Zurich Optimum Investment Management Enterprise ZPZurich Assurance Ltd
34
SHn/a
113[+]Zurich Omnis Threadneedle Cautious APZurich Assurance Ltd
45
US25.2
114[+]Zurich Omnis Threadneedle Balanced APZurich Assurance Ltd
67
US28.7
115[+]Zurich Omnis Threadneedle Advanced APZurich Assurance Ltd
77
US30.5
116[+]Zurich Omnis Distribution APZurich Assurance Ltd
40
US27.6
117[+]Zurich Omnis Cautious APZurich Assurance Ltd
42
US20.2
118[+]Zurich Omnis Balanced APZurich Assurance Ltd
60
US25.5
119[+]Zurich Omnis Advanced APZurich Assurance Ltd
74
US24.9
120[+]Zurich Old Mutual UK Smaller Companies CS1Zurich Assurance Ltd
n/a
n/a
121[+]Zurich Old Mutual UK Sel Mid Cap ZPZurich Assurance Ltd
146
74.5
122[+]Zurich Old Mutual UK Alpha Pn ZPZurich Assurance Ltd
n/a
n/a
123[+]Zurich Old Mutual Corporate Bond ZPZurich Assurance Ltd
32
37.4
124[+]Zurich North American Eq APZurich Assurance Ltd
113
55.7
125[+]Zurich Newton UK Opportunities ZPZurich Assurance Ltd
106
38.8
126[+]Zurich Newton Real Return ZPZurich Assurance Ltd
40
11.5
127[+]Zurich Newton Managed ZPZurich Assurance Ltd
81
36.6
128[+]Zurich Newton Managed APZurich Assurance Ltd
81
35.8
129[+]Zurich Newton International Bond Pn ZPZurich Assurance Ltd
49
-1.7
130[+]Zurich Newton Higher Income ZPZurich Assurance Ltd
91
30.9
131[+]Zurich Newton Higher Inc ZPZurich Assurance Ltd
90
30.3
132[+]Zurich Newton Global Higher Income ZPZurich Assurance Ltd
77
32.8
133[+]Zurich Newton Global Equity CS1 PnZurich Assurance Ltd
n/a
n/a
134[+]Zurich Newton Global Equity 50/50 ZPZurich Assurance Ltd
91
29.7
135[+]Zurich Newton Global Balanced ZPZurich Assurance Ltd
68
21.6
136[+]Zurich Newton Continental Eurpn ZPZurich Assurance Ltd
124
34.0
137[+]Zurich Newton Balanced Pn ZPZurich Assurance Ltd
63
17.2
138[+]Zurich Neptune US Opportunities ZPZurich Assurance Ltd
142
46.1
139[+]Zurich Neptune Income ZPZurich Assurance Ltd
98
24.9
140[+]Zurich Neptune Global Equity ZPZurich Assurance Ltd
115
14.3
141[+]Zurich Neptune European Opportunities ZPZurich Assurance Ltd
170
18.5
142[+]Zurich Neptune Balanced ZPZurich Assurance Ltd
81
18.8
143[+]Zurich Mortgage 3/4Zurich Assurance Ltd
1
7.4
144[+]Zurich Money Market ZP PnZurich Assurance Ltd
n/a
SHn/a
145[+]Zurich Money Market Pn CS1Zurich Assurance Ltd
1
n/a
146[+]Zurich MMgr Protected Profits Pn ZP Generation 2Zurich Assurance Ltd
61
US17.6
147[+]Zurich MMgr Protected Profits Pn ZPZurich Assurance Ltd
60
US16.7
148[+]Zurich MMgr Global Equity APZurich Assurance Ltd
91
26.8
149[+]Zurich MMgr Global Equity & Bd APZurich Assurance Ltd
76
25.6
150[+]Zurich MMgr Equity & Bond APZurich Assurance Ltd
59
23.9

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