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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 IA, 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: 8033 funds

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8033 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
76[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
39
24.9
77[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
62
31.7
78[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
71
33.0
79[+]Zurich Shariah CS1Zurich Assurance Ltd
88
SH47.3
80[+]Zurich Seneca Diversified Income ZPZurich Assurance Ltd
35
27.3
81[+]Zurich Seneca Diversified Growth ZPZurich Assurance Ltd
56
31.9
82[+]Zurich Secure 2 EPZurich Assurance Ltd
2
3.0
83[+]Zurich Schroder UK Smaller Companies APZurich Assurance Ltd
68
75.6
84[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
113
71.7
85[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
105
45.8
86[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
102
43.3
87[+]Zurich Schroder Tokyo APZurich Assurance Ltd
102
43.8
88[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
12
19.0
89[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
89
50.0
90[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
83
43.9
91[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
26
23.2
92[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
64
35.6
93[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
64
34.2
94[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
65
30.3
95[+]Zurich Schroder Income ZPZurich Assurance Ltd
101
61.4
96[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
88
51.4
97[+]Zurich Schroder Glt&Fxd Interest ZPZurich Assurance Ltd
47
16.0
98[+]Zurich Schroder Glt&Fxd Interest APZurich Assurance Ltd
47
15.5
99[+]Zurich Schroder Global Prop Sec ZPZurich Assurance Ltd
92
41.9
100[+]Zurich Schroder Global Equity Pn ZPZurich Assurance Ltd
86
51.7
101[+]Zurich Schroder Global Equity Income ZPZurich Assurance Ltd
86
47.2
102[+]Zurich Schroder Global Emerging Markets Pn ZPZurich Assurance Ltd
109
11.5
103[+]Zurich Schroder Global Alpha Plus Pn ZPZurich Assurance Ltd
96
46.0
104[+]Zurich Schroder Flexible Retirement CS1Zurich Assurance Ltd
n/a
SHn/a
105[+]Zurich Schroder European Opportunities ZPZurich Assurance Ltd
117
55.4
106[+]Zurich Schroder European Opportunities CS1 PnZurich Assurance Ltd
n/a
n/a
107[+]Zurich Schroder Diversified Growth Pn ZPZurich Assurance Ltd
50
28.6
108[+]Zurich Schroder Core UK Equity ZPZurich Assurance Ltd
110
28.5
109[+]Zurich Schroder Balanced Managed 2000 APZurich Assurance Ltd
65
34.3
110[+]Zurich Schroder Asian Income Maximiser Pn ZPZurich Assurance Ltd
65
27.3
111[+]Zurich Schroder All Maturities Corporate Bond ZPZurich Assurance Ltd
34
29.9
112[+]Zurich Sc All Maturities IL Bd ZPZurich Assurance Ltd
87
27.2
113[+]Zurich Russell World Equity ZPZurich Assurance Ltd
86
46.4
114[+]Zurich Russell UK Equity ZPZurich Assurance Ltd
94
41.4
115[+]Zurich Russell Emg Markets Eq ZPZurich Assurance Ltd
98
8.9
116[+]Zurich Royal London Sterling Extra Yield Bond Pn CS1Zurich Assurance Ltd
n/a
n/a
117[+]Zurich Royal London Sterling Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
118[+]Zurich River & Mercantile UK Equity High Alpha ZPZurich Assurance Ltd
95
60.8
119[+]Zurich Rathbone Income ZPZurich Assurance Ltd
76
54.7
120[+]Zurich P-Solve Inflation Plus Pn ZPZurich Assurance Ltd
60
SHn/a
121[+]Zurich Protected Profits ZPZurich Assurance Ltd
56
US23.4
122[+]Zurich Property 2 EPZurich Assurance Ltd
23
NS31.2
123[+]Zurich Pre-Retirement Pn CS1Zurich Assurance Ltd
75
SH38.9
124[+]Zurich PIMCO Global Investment Grade Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
125[+]Zurich PIMCO GIS Diversified Income CS1Zurich Assurance Ltd
n/a
n/a
126[+]Zurich Passive World ex-UK Equity Pn CS1Zurich Assurance Ltd
n/a
SHn/a
127[+]Zurich Passive UK Equity ZP CS1Zurich Assurance Ltd
n/a
SHn/a
128[+]Zurich Passive Pre-Retirement Pn CS1Zurich Assurance Ltd
n/a
SHn/a
129[+]Zurich Passive Multi-Asset Pn I CS1Zurich Assurance Ltd
n/a
SHn/a
130[+]Zurich Passive Index Linked Gilt ZP CS1Zurich Assurance Ltd
n/a
SHn/a
131[+]Zurich Passive Global Equity V PnZurich Assurance Ltd
83
SHn/a
132[+]Zurich Passive Global Equity PnZurich Assurance Ltd
81
40.7
133[+]Zurich Passive Global Equity CS1 PnZurich Assurance Ltd
81
SH40.9
134[+]Zurich Passive Global Equity 3 PnZurich Assurance Ltd
79
SHn/a
135[+]Zurich Passive Gilt CS1Zurich Assurance Ltd
86
SH34.2
136[+]Zurich Passive Emerging Market Equity CS1Zurich Assurance Ltd
105
SH7.4
137[+]Zurich Passive Corporate Bond ZP CS1Zurich Assurance Ltd
45
SH28.7
138[+]Zurich Optimum Investment Management Strategic Income ZPZurich Assurance Ltd
14
SHn/a
139[+]Zurich Optimum Investment Management High Alpha ZPZurich Assurance Ltd
69
SHn/a
140[+]Zurich Optimum Investment Management Global Income ZPZurich Assurance Ltd
43
SHn/a
141[+]Zurich Optimum Investment Management Enterprise ZPZurich Assurance Ltd
32
SHn/a
142[+]Zurich Omnis Multi-Manager Distribution Pn APZurich Assurance Ltd
39
US29.4
143[+]Zurich Omnis Multi-Manager Cautious Pn APZurich Assurance Ltd
39
26.8
144[+]Zurich Omnis Multi-Manager Balanced Pn APZurich Assurance Ltd
56
US33.0
145[+]Zurich Omnis Multi-Manager Advanced Pn APZurich Assurance Ltd
72
US35.2
146[+]Zurich Omnis Managed Cautious Pn APZurich Assurance Ltd
40
US28.5
147[+]Zurich Omnis Managed Balanced Pn APZurich Assurance Ltd
62
US35.0
148[+]Zurich Omnis Managed Advanced Pn APZurich Assurance Ltd
75
US39.1
149[+]Zurich Old Mutual UK Smaller Companies CS1Zurich Assurance Ltd
n/a
n/a
150[+]Zurich Old Mutual UK Mid Cap ZPZurich Assurance Ltd
109
82.6

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