To continue using this website, please tell us a
little about yourself:

I am a financial adviser

I am a discretionary fund manager / multimanager

I am a financial paraplanner

I work in financial services

I am a private investor

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
0 240

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

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.

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

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: 8140 funds

Create a custom tab
8140 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1726[+]Scottish Friendly Managed PnScottish Friendly Assurance
82
48.9
1727[+]Scottish Friendly Freedom/Optima PMF PnScottish Friendly Assurance
74
45.8
1728[+]Scottish Friendly Fixed Int PnScottish Friendly Assurance
47
5.0
1729[+]Scottish Friendly Cash PnScottish Friendly Assurance
7
-1.6
1730[+]Scottish Equitable Pension RFM Strategy PnMiton Asset Management
45
4.9
1731[+]Scot Eq With Profit Growth PnAegon/Scottish Equitable plc
39
US24.6
1732[+]Scot Eq With Profit Cautious PnAegon/Scottish Equitable plc
21
US20.3
1733[+]Scot Eq Universal Lstyle Collection PnAegon/Scottish Equitable plc
66
27.6
1734[+]Scot Eq Universal Lifestyle Collection PnAegon/Scottish Equitable plc
66
27.6
1735[+]Scot Eq Universal Lifestyle Collection 2022 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
1736[+]Scot Eq Universal Lifestyle Collection 2021 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
1737[+]Scot Eq Universal Lifestyle Collection 2020 Pn (ARC)Aegon/Scottish Equitable plc
61
SHn/a
1738[+]Scot Eq Universal Lifestyle Collection 2019 Pn (ARC)Aegon/Scottish Equitable plc
57
SHn/a
1739[+]Scot Eq Universal Lifestyle Collection 2018 Pn (ARC)Aegon/Scottish Equitable plc
57
SHn/a
1740[+]Scot Eq Universal Lifestyle Collection 2017 Pn (ARC)Aegon/Scottish Equitable plc
60
SHn/a
1741[+]Scot Eq Universal Lifestyle Collection 2016 Pn (ARC)Aegon/Scottish Equitable plc
66
SHn/a
1742[+]Scot Eq Universal Lifestyle Collection 2015 Pn (ARC)Aegon/Scottish Equitable plc
66
SHn/a
1743[+]Scot Eq Universal Lifestyle Collection 2014 Pn (ARC)Aegon/Scottish Equitable plc
67
SHn/a
1744[+]Scot Eq Universal Lifestyle Collection 2013 Pn (ARC)Aegon/Scottish Equitable plc
68
SHn/a
1745[+]Scot Eq Universal Lifestyle Collection 2012 Pn (ARC)Aegon/Scottish Equitable plc
68
SHn/a
1746[+]Scot Eq Universal Balanced Collection PnAegon/Scottish Equitable plc
66
27.6
1747[+]Scot Eq UK Smaller Companies PnAegon/Scottish Equitable plc
92
75.6
1748[+]Scot Eq UK Long Corporate Bond PnAegon/Scottish Equitable plc
65
23.5
1749[+]Scot Eq UK Index Tracker PnAegon/Scottish Equitable plc
93
PT36.7
1750[+]Scot Eq UK Government Bond PnAegon/Scottish Equitable plc
48
6.5
1751[+]Scot Eq UK Gilts All Stocks Tracker PnAegon/Scottish Equitable plc
48
PT5.3
1752[+]Scot Eq UK Fixed Interest PnAegon/Scottish Equitable plc
43
13.7
1753[+]Scot Eq UK Fixed Interest and Global Equity Tracker Lifestyle PnAegon/Scottish Equitable plc
49
PT26.2
1754[+]Scot Eq UK Fixed Interest (ex MLC) PnAegon/Scottish Equitable plc
43
14.2
1755[+]Scot Eq UK Fixed Interest & Global Eq Trk PnAegon/Scottish Equitable plc
49
PT26.2
1756[+]Scot Eq UK Figet PnAegon/Scottish Equitable plc
49
26.2
1757[+]Scot Eq UK Equity Tactical PnAegon/Scottish Equitable plc
102
42.8
1758[+]Scot Eq UK Equity Select Portfolio PnAegon/Scottish Equitable plc
86
39.7
1759[+]Scot Eq UK Equity PnAegon/Scottish Equitable plc
98
38.8
1760[+]Scot Eq UK Equity (ex MLC) PnAegon/Scottish Equitable plc
98
39.4
1761[+]Scot Eq UK Corporate Bond Select Portfolio PnAegon/Scottish Equitable plc
31
19.2
1762[+]Scot Eq UK Corporate Bond PnAegon/Scottish Equitable plc
43
19.6
1763[+]Scot Eq UBS US Equity PnAegon/Scottish Equitable plc
109
72.6
1764[+]Scot Eq UBS Targeted Return PnAegon/Scottish Equitable plc
55
32.1
1765[+]Scot Eq UBS Stockmarket Managed PnAegon/Scottish Equitable plc
93
42.4
1766[+]Scot Eq UBS Multi Asset Income PnAegon/Scottish Equitable plc
29
12.9
1767[+]Scot Eq UBS Global Emerging Markets PnAegon/Scottish Equitable plc
119
4.7
1768[+]Scot Eq UBS Global Emerging Markets Equity PnAegon/Scottish Equitable plc
119
4.7
1769[+]Scot Eq UBS Balanced Managed PnAegon/Scottish Equitable plc
65
34.4
1770[+]Scot Eq Threadneedle UK Property PnAegon/Scottish Equitable plc
50
24.7
1771[+]Scot Eq Threadneedle UK Equity Income PnAegon/Scottish Equitable plc
91
52.0
1772[+]Scot Eq Threadneedle Global Bond PnAegon/Scottish Equitable plc
50
-8.7
1773[+]Scot Eq Threadneedle European PnAegon/Scottish Equitable plc
100
n/a
1774[+]Scot Eq Threadneedle American PnAegon/Scottish Equitable plc
108
58.2
1775[+]Scot Eq Threadneedle Absolute Return Bond PnAegon/Scottish Equitable plc
36
2.0
1776[+]Scot Eq Templeton Global Total Return Bond PnAegon/Scottish Equitable plc
38
13.6
1777[+]Scot Eq Technology PnAegon/Scottish Equitable plc
112
46.0
1778[+]Scot Eq Stakeholder Default PnAegon/Scottish Equitable plc
68
25.3
1779[+]Scot Eq Somerset Global Emerging Markets PnAegon/Scottish Equitable plc
98
n/a
1780[+]Scot Eq Socially Responsible Equity Pn BAegon/Scottish Equitable plc
93
58.0
1781[+]Scot Eq Sequel Growth PnAegon/Scottish Equitable plc
80
SHn/a
1782[+]Scot Eq Sequel Growth Journey Retirement PnAegon/Scottish Equitable plc
36
SHn/a
1783[+]Scot Eq Sequel Growth Journey PnAegon/Scottish Equitable plc
80
SHn/a
1784[+]Scot Eq Sequel Defensive PnAegon/Scottish Equitable plc
36
SHn/a
1785[+]Scot Eq Sequel Defensive Journey Retirement PnAegon/Scottish Equitable plc
36
SHn/a
1786[+]Scot Eq Sequel Cautious PnAegon/Scottish Equitable plc
42
SHn/a
1787[+]Scot Eq Sequel Cautious Journey PnAegon/Scottish Equitable plc
42
SHn/a
1788[+]Scot Eq Sequel Balanced PnAegon/Scottish Equitable plc
61
SHn/a
1789[+]Scot Eq Sequel Balanced Journey PnAegon/Scottish Equitable plc
61
SHn/a
1790[+]Scot Eq Sequel Adventurous PnAegon/Scottish Equitable plc
88
SHn/a
1791[+]Scot Eq Sequel Adventurous Journey Retirement PnAegon/Scottish Equitable plc
42
SHn/a
1792[+]Scot Eq Sequel Adventurous Journey PnAegon/Scottish Equitable plc
88
SHn/a
1793[+]Scot Eq Select Reserve Acc PnAegon/Scottish Equitable plc
34
12.6
1794[+]Scot Eq Select Reserve (ex MLC) PnAegon/Scottish Equitable plc
34
US13.1
1795[+]Scot Eq Select Distribution Acc PnAegon/Scottish Equitable plc
47
24.0
1796[+]Scot Eq Schroder US Mid Cap PnAegon/Scottish Equitable plc
99
63.5
1797[+]Scot Eq Schroder UK Smaller Companies PnAegon/Scottish Equitable plc
114
76.8
1798[+]Scot Eq Schroder UK Mid 250 PnAegon/Scottish Equitable plc
115
85.9
1799[+]Scot Eq Schroder UK Corporate Bond PnAegon/Scottish Equitable plc
43
20.1
1800[+]Scot Eq Schroder UK Alpha Plus PnAegon/Scottish Equitable plc
101
51.1

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
PT : Passive fund