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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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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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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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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: 8089 funds

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8089 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Zurich 7IM Moderately Cautious ZPZurich Assurance Ltd
37
29.5
527[+]Zurich 7IM Mod Adventurous ZPZurich Assurance Ltd
63
54.7
528[+]Zurich 7IM Balanced ZPZurich Assurance Ltd
51
41.7
529[+]Zurich 7IM Adventurous ZPZurich Assurance Ltd
69
64.6
530[+]Zurich 7IM AAP Moderately Cautious Pn ZPZurich Assurance Ltd
36
26.3
531[+]Zurich 7IM AAP Moderately Cautious EPZurich Assurance Ltd
36
26.0
532[+]Zurich 7IM AAP Moderately Adventurous Pn ZPZurich Assurance Ltd
64
49.5
533[+]Zurich 7IM AAP Moderately Adventurous EPZurich Assurance Ltd
64
49.1
534[+]Zurich 7IM AAP Income ZPZurich Assurance Ltd
41
26.5
535[+]Zurich 7IM AAP Balanced Pn ZPZurich Assurance Ltd
52
38.7
536[+]Zurich 7IM AAP Balanced EPZurich Assurance Ltd
52
38.2
537[+]Zurich 7IM AAP Adventurous Pn ZPZurich Assurance Ltd
73
58.2
538[+]Zurich 7IM AAP Adventurous EPZurich Assurance Ltd
73
57.8
539[+]Wesleyan With Profits Pn S1Wesleyan Assurance Society
1
US9.9
540[+]Wesleyan UK Smaller Companies PnWesleyan Assurance Society
90
76.8
541[+]Wesleyan UK Shares PnWesleyan Assurance Society
89
52.3
542[+]Wesleyan UK Shares Higher Risk PnWesleyan Assurance Society
104
116.8
543[+]Wesleyan Risk Averse PnWesleyan Assurance Society
2
SH-1.8
544[+]Wesleyan North American Shares PnWesleyan Assurance Society
102
64.2
545[+]Wesleyan Moderate-High Risk Reward PnWesleyan Assurance Society
65
SH51.1
546[+]Wesleyan Managed Pn S1Wesleyan Assurance Society
75
46.5
547[+]Wesleyan Low Risk Reward PnWesleyan Assurance Society
39
SH25.3
548[+]Wesleyan Japanese Shares PnWesleyan Assurance Society
110
71.1
549[+]Wesleyan Higher Risk Reward PnWesleyan Assurance Society
70
SH54.8
550[+]Wesleyan Government Bond PnWesleyan Assurance Society
42
3.4
551[+]Wesleyan European Share PnWesleyan Assurance Society
93
67.1
552[+]Wesleyan Ethical Shares PnWesleyan Assurance Society
98
76.8
553[+]Wesleyan Emerging Market Shares PnWesleyan Assurance Society
104
15.9
554[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
555[+]Wesleyan Corporate Bond PnWesleyan Assurance Society
24
21.5
556[+]Wesleyan Asia (ex Japan) Shares PnWesleyan Assurance Society
80
22.1
557[+]United Friendly Property Pn S1United Friendly
27
SS32.6
558[+]United Friendly Money Pn S1United Friendly
0
0.0
559[+]United Friendly Managed Pn S1United Friendly
61
39.9
560[+]United Friendly Equity Pn S1United Friendly
84
56.0
561[+]TSB Island PnTSB
64
34.8
562[+]TSB Deposit PnTSB
0
0.2
563[+]Threadneedle UK Smaller Companies PnThreadneedle Pensions
87
84.9
564[+]Threadneedle UK Gilt PnThreadneedle Pensions
52
9.8
565[+]Threadneedle UK Equity Pn A WRAThreadneedle Pensions
92
60.3
566[+]Threadneedle UK Equity High Alpha Pn BWRAThreadneedle Pensions
93
68.1
567[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
92
60.3
568[+]Threadneedle UK Cash Pn 5 WRAThreadneedle Pensions
0
1.1
569[+]Threadneedle UK Bond Pn 3 WRAThreadneedle Pensions
40
18.0
570[+]Threadneedle Property PnThreadneedle Pensions
75
NS34.8
571[+]Threadneedle Pre Retirement PnThreadneedle Pensions
94
20.0
572[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
46
31.8
573[+]Threadneedle Pacific Basin Equity Pn A WRAThreadneedle Pensions
98
48.5
574[+]Threadneedle North American Equity Pn A WRAThreadneedle Pensions
100
76.5
575[+]Threadneedle Multi Asset Pn 3 WRAThreadneedle Pensions
46
n/a
576[+]Threadneedle Mixed PnThreadneedle Pensions
71
50.4
577[+]Threadneedle Managed Equity PnThreadneedle Pensions
93
60.6
578[+]Threadneedle Long Dated UK Bond Pn PThreadneedle Pensions
86
20.3
579[+]Threadneedle Long Dated UK Bond PnThreadneedle Pensions
97
19.9
580[+]Threadneedle Long Dated Gilt Pn 3 WRAThreadneedle Pensions
86
20.9
581[+]Threadneedle Japanese Equity PnThreadneedle Pensions
109
53.3
582[+]Threadneedle Index Linked Pn 3 WRAThreadneedle Pensions
83
20.4
583[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
83
20.2
584[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
3.8
585[+]Threadneedle Global Equity PnThreadneedle Pensions
85
61.6
586[+]Threadneedle Global 60/40 Equity Pn 3 WRAThreadneedle Pensions
86
61.0
587[+]Threadneedle Gilt Pn WRAThreadneedle Pensions
45
10.3
588[+]Threadneedle European Equity PnThreadneedle Pensions
100
74.2
589[+]Threadneedle Corporate Bond PnThreadneedle Pensions
53
25.8
590[+]Threadneedle Cautious Pathway PnThreadneedle Pensions
60
37.1
591[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
84
67.5
592[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
61
-6.2
593[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
90
18.6
594[+]Threadneedle Balanced Pathway PnThreadneedle Pensions
76
49.8
595[+]Threadneedle Adventurous Pathway PnThreadneedle Pensions
91
61.0
596[+]Teachers Managed PnTeachers Assurance
62
39.1
597[+]Teachers Cash PnTeachers Assurance
1
1.9
598[+]SW UBS UK Opportunities Pension Series 2Scottish Widows Plc
100
51.2
599[+]SW UBS Global Optimal Pension Series 2Scottish Widows Plc
94
54.5
600[+]SW TM Levitas B Pension Series 1Scottish Widows Plc
31
SHn/a

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