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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 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.

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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: 7978 funds

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7978 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Wesleyan UK Shares PnWesleyan Assurance Society
90
46.3
527[+]Wesleyan UK Shares Higher Risk PnWesleyan Assurance Society
112
79.4
528[+]Wesleyan Risk Averse PnWesleyan Assurance Society
2
SH-1.8
529[+]Wesleyan North American Shares PnWesleyan Assurance Society
103
57.9
530[+]Wesleyan Moderate-High Risk Reward PnWesleyan Assurance Society
69
SH39.3
531[+]Wesleyan Managed Pn S1Wesleyan Assurance Society
78
36.7
532[+]Wesleyan Low Risk Reward PnWesleyan Assurance Society
36
SH26.6
533[+]Wesleyan Japanese Shares PnWesleyan Assurance Society
106
28.2
534[+]Wesleyan Higher Risk Reward PnWesleyan Assurance Society
77
SH38.5
535[+]Wesleyan Government Bond PnWesleyan Assurance Society
35
7.5
536[+]Wesleyan European Share PnWesleyan Assurance Society
103
48.6
537[+]Wesleyan Ethical Shares PnWesleyan Assurance Society
104
56.3
538[+]Wesleyan Emerging Market Shares PnWesleyan Assurance Society
109
7.2
539[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
540[+]Wesleyan Corporate Bond PnWesleyan Assurance Society
16
23.5
541[+]Wesleyan Asia (ex Japan) Shares PnWesleyan Assurance Society
87
14.8
542[+]United Friendly Property Pn S1United Friendly
30
SS29.7
543[+]United Friendly Money Pn S1United Friendly
0
0.0
544[+]United Friendly Managed Pn S1United Friendly
59
32.7
545[+]United Friendly Equity Pn S1United Friendly
86
42.7
546[+]TSB Island PnTSB
65
26.2
547[+]TSB Deposit PnTSB
0
0.2
548[+]Threadneedle UK Smaller Companies PnThreadneedle Pensions
92
67.6
549[+]Threadneedle UK Gilt PnThreadneedle Pensions
49
15.4
550[+]Threadneedle UK Equity Pn A WRAThreadneedle Pensions
96
47.5
551[+]Threadneedle UK Equity High Alpha Pn BWRAThreadneedle Pensions
97
53.2
552[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
96
47.5
553[+]Threadneedle UK Cash Pn 5 WRAThreadneedle Pensions
0
1.2
554[+]Threadneedle UK Bond Pn 3 WRAThreadneedle Pensions
35
24.1
555[+]Threadneedle Property Pn FOFThreadneedle Pensions
11
NS8.9
556[+]Threadneedle Pre Retirement PnThreadneedle Pensions
78
26.6
557[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
47
26.2
558[+]Threadneedle Pacific Basin Equity Pn A WRAThreadneedle Pensions
92
34.8
559[+]Threadneedle North American Equity Pn A WRAThreadneedle Pensions
105
69.6
560[+]Threadneedle Multi Asset Pn FOFThreadneedle Pensions
43
16.3
561[+]Threadneedle Mixed PnThreadneedle Pensions
74
40.2
562[+]Threadneedle Managed Equity PnThreadneedle Pensions
92
47.6
563[+]Threadneedle Long Dated UK Bond Pn PThreadneedle Pensions
76
31.3
564[+]Threadneedle Long Dated UK Bond PnThreadneedle Pensions
90
30.0
565[+]Threadneedle Long Dated Gilt Pn 3 WRAThreadneedle Pensions
76
31.9
566[+]Threadneedle Japanese Equity PnThreadneedle Pensions
108
31.1
567[+]Threadneedle Index Linked Pn 3 WRAThreadneedle Pensions
61
24.7
568[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
61
24.4
569[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
1.3
570[+]Threadneedle Global Equity PnThreadneedle Pensions
89
48.5
571[+]Threadneedle Global 60/40 Equity Pn 3 WRAThreadneedle Pensions
90
47.6
572[+]Threadneedle Gilt Pn WRAThreadneedle Pensions
40
16.3
573[+]Threadneedle European Equity PnThreadneedle Pensions
106
56.7
574[+]Threadneedle Corporate Bond PnThreadneedle Pensions
56
31.9
575[+]Threadneedle Cautious Pathway PnThreadneedle Pensions
59
33.3
576[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
81
51.2
577[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
53
-1.7
578[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
77
31.2
579[+]Threadneedle Balanced Pathway PnThreadneedle Pensions
77
40.9
580[+]Threadneedle Adventurous Pathway PnThreadneedle Pensions
94
47.7
581[+]Teachers Managed PnTeachers Assurance
64
31.6
582[+]Teachers Cash PnTeachers Assurance
1
2.1
583[+]SW TM Levitas B Pn Series 1Scottish Widows Plc
n/a
SHn/a
584[+]SW TM Levitas A Pn Series 1Scottish Widows Plc
n/a
SHn/a
585[+]SW PM UK Long Corporate Bond Pn S1SWIP
55
41.3
586[+]SW PM UK Index Pn S1SWIP
89
36.7
587[+]SW PM UK Equity PnSWIP
89
31.3
588[+]SW PM UK Equity Cap Pn S1SWIP
88
34.0
589[+]SW PM UK Corporate Bond Pn S1SWIP
34
31.8
590[+]SW PM UK Bond PnSWIP
37
22.2
591[+]SW PM UK Alpha Pn S1SWIP
87
28.1
592[+]SW PM Stock Exchange PnSWIP
68
29.8
593[+]SW PM Stock Exchange Equity PnSWIP
86
35.2
594[+]SW PM Stk Exchange Fixed Interest PnSWIP
36
14.4
595[+]SW PM Protection Pn S1SWIP
78
US32.8
596[+]SW PM Property Pn S1SWIP
50
NS22.5
597[+]SW PM Overseas Equity PnSWIP
91
38.9
598[+]SW PM Overseas Bond PnSWIP
46
-1.9
599[+]SW PM North American Equity PnSWIP
106
60.5
600[+]SW PM Managed PnSWIP
71
30.9

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