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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.

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: 8229 funds

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8229 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
76
78.5
77[+]Zurich Schroder UK Mid 250 ZPZurich Assurance Ltd
125
92.7
78[+]Zurich Schroder UK Alpha Plus ZPZurich Assurance Ltd
112
55.1
79[+]Zurich Schroder Tokyo ZPZurich Assurance Ltd
111
36.9
80[+]Zurich Schroder Tokyo APZurich Assurance Ltd
111
37.8
81[+]Zurich Schroder Strategic Credit ZPZurich Assurance Ltd
14
23.6
82[+]Zurich Schroder QEP Global Core Pn ZPZurich Assurance Ltd
94
55.8
83[+]Zurich Schroder QEP Global Active Value Pn ZPZurich Assurance Ltd
86
49.8
84[+]Zurich Schroder MM Diversity Pn ZPZurich Assurance Ltd
27
25.5
85[+]Zurich Schroder Managed Balanced ZPZurich Assurance Ltd
70
39.5
86[+]Zurich Schroder Managed Balanced EPZurich Assurance Ltd
70
38.3
87[+]Zurich Schroder Managed Balanced APZurich Assurance Ltd
70
34.1
88[+]Zurich Schroder Income ZPZurich Assurance Ltd
109
74.7
89[+]Zurich Schroder Income Maximiser ZPZurich Assurance Ltd
96
65.2
90[+]Zurich Schroder Glt&Fxd Interest ZPZurich Assurance Ltd
44
12.2
91[+]Zurich Schroder Glt&Fxd Interest APZurich Assurance Ltd
44
11.7
92[+]Zurich Schroder Global Prop Sec ZPZurich Assurance Ltd
92
45.5
93[+]Zurich Schroder Global Equity Pn ZPZurich Assurance Ltd
95
54.8
94[+]Zurich Schroder Global Equity Income ZPZurich Assurance Ltd
92
56.7
95[+]Zurich Schroder Global Emerging Markets Pn ZPZurich Assurance Ltd
113
15.7
96[+]Zurich Schroder Global Alpha Plus Pn ZPZurich Assurance Ltd
101
49.2
97[+]Zurich Schroder European Opportunities ZPZurich Assurance Ltd
134
65.2
98[+]Zurich Schroder European Opportunities CS1 PnZurich Assurance Ltd
n/a
n/a
99[+]Zurich Schroder Diversified Growth Pn ZPZurich Assurance Ltd
55
29.8
100[+]Zurich Schroder Core UK Equity ZPZurich Assurance Ltd
114
34.9
101[+]Zurich Schroder Balanced Managed 2000 APZurich Assurance Ltd
70
38.4
102[+]Zurich Schroder Asian Income Maximiser Pn ZPZurich Assurance Ltd
71
32.2
103[+]Zurich Schroder All Maturities Corporate Bond ZPZurich Assurance Ltd
32
30.6
104[+]Zurich Sc All Maturities IL Bd ZPZurich Assurance Ltd
62
22.1
105[+]Zurich Russell World Equity ZPZurich Assurance Ltd
90
52.2
106[+]Zurich Russell UK Equity ZPZurich Assurance Ltd
99
49.2
107[+]Zurich Russell Emg Markets Eq ZPZurich Assurance Ltd
104
14.8
108[+]Zurich Royal London Sterling Extra Yield Bond Pn CS1Zurich Assurance Ltd
n/a
n/a
109[+]Zurich Royal London Sterling Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
110[+]Zurich River & Mercantile UK Equity High Alpha ZPZurich Assurance Ltd
103
73.8
111[+]Zurich Rathbone Income ZPZurich Assurance Ltd
79
52.6
112[+]Zurich P-Solve Inflation Plus Pn ZPZurich Assurance Ltd
66
SHn/a
113[+]Zurich Protected Profits ZPZurich Assurance Ltd
60
US23.8
114[+]Zurich Property 2 EPZurich Assurance Ltd
27
27.8
115[+]Zurich Pre-Retirement Pn CS1Zurich Assurance Ltd
71
n/a
116[+]Zurich PIMCO Global Investment Grade Credit Pn CS1Zurich Assurance Ltd
n/a
n/a
117[+]Zurich PIMCO GIS Diversified Income CS1Zurich Assurance Ltd
n/a
n/a
118[+]Zurich Passive World ex-UK Equity Pn CS1Zurich Assurance Ltd
n/a
SHn/a
119[+]Zurich Passive UK Equity ZP CS1Zurich Assurance Ltd
n/a
SHn/a
120[+]Zurich Passive Pre-Retirement Pn CS1Zurich Assurance Ltd
n/a
SHn/a
121[+]Zurich Passive Multi-Asset Pn I CS1Zurich Assurance Ltd
n/a
SHn/a
122[+]Zurich Passive Index Linked Gilt ZP CS1Zurich Assurance Ltd
n/a
SHn/a
123[+]Zurich Passive Global Equity V PnZurich Assurance Ltd
n/a
SHn/a
124[+]Zurich Passive Global Equity PnZurich Assurance Ltd
85
42.0
125[+]Zurich Passive Global Equity CS1 PnZurich Assurance Ltd
85
SHn/a
126[+]Zurich Passive Global Equity 3 PnZurich Assurance Ltd
85
SHn/a
127[+]Zurich Passive Gilt CS1Zurich Assurance Ltd
74
SHn/a
128[+]Zurich Passive Emerging Market Equity CS1Zurich Assurance Ltd
108
SHn/a
129[+]Zurich Passive Corporate Bond ZP CS1Zurich Assurance Ltd
41
SHn/a
130[+]Zurich Optimum Investment Management Strategic Income ZPZurich Assurance Ltd
15
SHn/a
131[+]Zurich Optimum Investment Management High Alpha ZPZurich Assurance Ltd
76
SHn/a
132[+]Zurich Optimum Investment Management Global Income ZPZurich Assurance Ltd
47
SHn/a
133[+]Zurich Optimum Investment Management Enterprise ZPZurich Assurance Ltd
34
SHn/a
134[+]Zurich Omnis Threadneedle Cautious APZurich Assurance Ltd
43
US30.1
135[+]Zurich Omnis Threadneedle Balanced APZurich Assurance Ltd
68
US36.4
136[+]Zurich Omnis Threadneedle Advanced APZurich Assurance Ltd
80
US39.0
137[+]Zurich Omnis Distribution APZurich Assurance Ltd
42
US32.6
138[+]Zurich Omnis Cautious APZurich Assurance Ltd
42
US25.3
139[+]Zurich Omnis Balanced APZurich Assurance Ltd
61
US33.0
140[+]Zurich Omnis Advanced APZurich Assurance Ltd
77
US34.6
141[+]Zurich Old Mutual UK Smaller Companies CS1Zurich Assurance Ltd
n/a
n/a
142[+]Zurich Old Mutual UK Mid Cap ZPZurich Assurance Ltd
125
96.1
143[+]Zurich Old Mutual UK Alpha Pn ZPZurich Assurance Ltd
n/a
n/a
144[+]Zurich Old Mutual Corporate Bond ZPZurich Assurance Ltd
29
36.8
145[+]Zurich North American Eq APZurich Assurance Ltd
108
73.6
146[+]Zurich Newton UK Opportunities ZPZurich Assurance Ltd
97
51.0
147[+]Zurich Newton Real Return ZPZurich Assurance Ltd
38
14.1
148[+]Zurich Newton Managed ZPZurich Assurance Ltd
77
51.5
149[+]Zurich Newton Managed APZurich Assurance Ltd
77
51.1
150[+]Zurich Newton International Bond Pn ZPZurich Assurance Ltd
43
-1.9

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