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

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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.

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       %
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: 8211 funds

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8211 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
90
70.5
77[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
148
84.9
78[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
125
46.5
79[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
121
36.5
80[+]Zurich Schroder Tokyo APZurich Assurance Ltd
121
37.4
81[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
17
20.9
82[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
108
48.5
83[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
98
43.2
84[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
31
22.3
85[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
79
36.0
86[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
79
34.7
87[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
79
30.7
88[+]Zurich Schroder Income ZPZurich Assurance Ltd
125
61.9
89[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
111
53.8
90[+]Zurich Schroder Glt&Fxd Interest ZPZurich Assurance Ltd
49
11.5
91[+]Zurich Schroder Glt&Fxd Interest APZurich Assurance Ltd
49
10.9
92[+]Zurich Schroder Global Prop Sec ZPZurich Assurance Ltd
108
33.1
93[+]Zurich Schroder Global Equity Pn ZPZurich Assurance Ltd
112
43.3
94[+]Zurich Schroder Global Equity Income ZPZurich Assurance Ltd
108
45.7
95[+]Zurich Schroder Global Emerging Markets Pn ZPZurich Assurance Ltd
121
15.4
96[+]Zurich Schroder Global Alpha Plus Pn ZPZurich Assurance Ltd
118
40.2
97[+]Zurich Schroder European Opportunities ZPZurich Assurance Ltd
160
44.3
98[+]Zurich Schroder European Opportunities CS1 PnZurich Assurance Ltd
n/a
n/a
99[+]Zurich Schroder Diversified Growth Pn ZPZurich Assurance Ltd
62
27.4
100[+]Zurich Schroder Core UK Equity ZPZurich Assurance Ltd
126
32.1
101[+]Zurich Schroder Balanced Managed 2000 APZurich Assurance Ltd
79
34.8
102[+]Zurich Schroder Asian Income Maximiser Pn ZPZurich Assurance Ltd
79
34.0
103[+]Zurich Schroder All Maturities Corporate Bond ZPZurich Assurance Ltd
37
26.4
104[+]Zurich Sc All Maturities IL Bd ZPZurich Assurance Ltd
69
23.4
105[+]Zurich Russell World Equity ZPZurich Assurance Ltd
102
39.7
106[+]Zurich Russell UK Equity ZPZurich Assurance Ltd
111
40.4
107[+]Zurich Russell Emg Markets Eq ZPZurich Assurance Ltd
112
15.0
108[+]Zurich River & Mercantile UK Equity High Alpha ZPZurich Assurance Ltd
120
68.3
109[+]Zurich Rathbone Income ZPZurich Assurance Ltd
87
50.2
110[+]Zurich P-Solve Inflation Plus Pn ZPZurich Assurance Ltd
72
SHn/a
111[+]Zurich Protected Profits ZPZurich Assurance Ltd
66
US20.8
112[+]Zurich Property 2 EPZurich Assurance Ltd
31
26.4
113[+]Zurich Pre-Retirement Pn CS1Zurich Assurance Ltd
82
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
34.4
123[+]Zurich Passive Global Equity CS1 PnZurich Assurance Ltd
97
SHn/a
124[+]Zurich Passive Global Equity 3 PnZurich Assurance Ltd
n/a
SHn/a
125[+]Zurich Passive Gilt CS1Zurich Assurance Ltd
83
SHn/a
126[+]Zurich Passive Emerging Market Equity CS1Zurich Assurance Ltd
127
SHn/a
127[+]Zurich Passive Corporate Bond ZP CS1Zurich Assurance Ltd
48
SHn/a
128[+]Zurich Optimum Investment Management Strategic Income ZPZurich Assurance Ltd
16
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
39
SHn/a
132[+]Zurich Omnis Threadneedle Cautious APZurich Assurance Ltd
51
US25.4
133[+]Zurich Omnis Threadneedle Balanced APZurich Assurance Ltd
79
US30.2
134[+]Zurich Omnis Threadneedle Advanced APZurich Assurance Ltd
92
US32.7
135[+]Zurich Omnis Distribution APZurich Assurance Ltd
47
US28.6
136[+]Zurich Omnis Cautious APZurich Assurance Ltd
48
US21.4
137[+]Zurich Omnis Balanced APZurich Assurance Ltd
70
US27.4
138[+]Zurich Omnis Advanced APZurich Assurance Ltd
88
US28.4
139[+]Zurich Old Mutual UK Smaller Companies CS1Zurich Assurance Ltd
n/a
n/a
140[+]Zurich Old Mutual UK Mid Cap ZPZurich Assurance Ltd
149
79.1
141[+]Zurich Old Mutual UK Alpha Pn ZPZurich Assurance Ltd
n/a
n/a
142[+]Zurich Old Mutual Corporate Bond ZPZurich Assurance Ltd
33
34.3
143[+]Zurich North American Eq APZurich Assurance Ltd
125
68.1
144[+]Zurich Newton UK Opportunities ZPZurich Assurance Ltd
112
44.1
145[+]Zurich Newton Real Return ZPZurich Assurance Ltd
43
12.7
146[+]Zurich Newton Managed ZPZurich Assurance Ltd
88
42.4
147[+]Zurich Newton Managed APZurich Assurance Ltd
89
41.5
148[+]Zurich Newton International Bond Pn ZPZurich Assurance Ltd
49
-1.5
149[+]Zurich Newton Higher Income ZPZurich Assurance Ltd
96
36.5
150[+]Zurich Newton Higher Inc ZPZurich Assurance Ltd
95
35.0

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 unless otherwise specified.

Key to codes

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