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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: 7974 funds

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7974 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Zurich 7IM Balanced ZPZurich Assurance Ltd
53
30.5
527[+]Zurich 7IM Adventurous ZPZurich Assurance Ltd
72
44.2
528[+]Zurich 7IM AAP Moderately Cautious Pn ZPZurich Assurance Ltd
37
21.1
529[+]Zurich 7IM AAP Moderately Cautious EPZurich Assurance Ltd
37
20.7
530[+]Zurich 7IM AAP Moderately Adventurous Pn ZPZurich Assurance Ltd
66
33.2
531[+]Zurich 7IM AAP Moderately Adventurous EPZurich Assurance Ltd
66
32.8
532[+]Zurich 7IM AAP Income ZPZurich Assurance Ltd
42
22.2
533[+]Zurich 7IM AAP Balanced Pn ZPZurich Assurance Ltd
53
27.9
534[+]Zurich 7IM AAP Balanced EPZurich Assurance Ltd
53
27.6
535[+]Zurich 7IM AAP Adventurous Pn ZPZurich Assurance Ltd
76
37.0
536[+]Zurich 7IM AAP Adventurous EPZurich Assurance Ltd
76
36.6
537[+]Wesleyan With Profits Pn S1Wesleyan Assurance Society
1
US9.8
538[+]Wesleyan UK Smaller Companies PnWesleyan Assurance Society
99
55.1
539[+]Wesleyan UK Shares PnWesleyan Assurance Society
90
44.4
540[+]Wesleyan UK Shares Higher Risk PnWesleyan Assurance Society
113
78.3
541[+]Wesleyan Risk Averse PnWesleyan Assurance Society
2
SH-1.7
542[+]Wesleyan North American Shares PnWesleyan Assurance Society
102
56.6
543[+]Wesleyan Moderate-High Risk Reward PnWesleyan Assurance Society
69
SH37.3
544[+]Wesleyan Managed Pn S1Wesleyan Assurance Society
78
33.8
545[+]Wesleyan Low Risk Reward PnWesleyan Assurance Society
37
SH24.7
546[+]Wesleyan Japanese Shares PnWesleyan Assurance Society
110
27.0
547[+]Wesleyan Higher Risk Reward PnWesleyan Assurance Society
76
SH36.2
548[+]Wesleyan Government Bond PnWesleyan Assurance Society
40
6.1
549[+]Wesleyan European Share PnWesleyan Assurance Society
102
43.1
550[+]Wesleyan Ethical Shares PnWesleyan Assurance Society
103
54.3
551[+]Wesleyan Emerging Market Shares PnWesleyan Assurance Society
109
3.6
552[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
553[+]Wesleyan Corporate Bond PnWesleyan Assurance Society
17
21.3
554[+]Wesleyan Asia (ex Japan) Shares PnWesleyan Assurance Society
86
12.4
555[+]United Friendly Property Pn S1United Friendly
30
SS29.8
556[+]United Friendly Money Pn S1United Friendly
0
0.0
557[+]United Friendly Managed Pn S1United Friendly
61
31.0
558[+]United Friendly Equity Pn S1United Friendly
88
41.2
559[+]TSB Island PnTSB
65
23.9
560[+]TSB Deposit PnTSB
0
0.2
561[+]Threadneedle UK Smaller Companies PnThreadneedle Pensions
93
62.4
562[+]Threadneedle UK Gilt PnThreadneedle Pensions
53
12.9
563[+]Threadneedle UK Equity Pn A WRAThreadneedle Pensions
95
42.4
564[+]Threadneedle UK Equity High Alpha Pn BWRAThreadneedle Pensions
96
48.2
565[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
95
42.4
566[+]Threadneedle UK Cash Pn 5 WRAThreadneedle Pensions
0
1.2
567[+]Threadneedle UK Bond Pn 3 WRAThreadneedle Pensions
39
21.7
568[+]Threadneedle Property Pn FOFThreadneedle Pensions
11
NS8.5
569[+]Threadneedle Pre Retirement PnThreadneedle Pensions
86
22.5
570[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
47
24.0
571[+]Threadneedle Pacific Basin Equity Pn A WRAThreadneedle Pensions
93
29.5
572[+]Threadneedle North American Equity Pn A WRAThreadneedle Pensions
107
68.1
573[+]Threadneedle Multi Asset Pn FOFThreadneedle Pensions
45
12.9
574[+]Threadneedle Mixed PnThreadneedle Pensions
74
36.5
575[+]Threadneedle Managed Equity PnThreadneedle Pensions
92
43.2
576[+]Threadneedle Long Dated UK Bond Pn PThreadneedle Pensions
85
28.0
577[+]Threadneedle Long Dated UK Bond PnThreadneedle Pensions
99
25.6
578[+]Threadneedle Long Dated Gilt Pn 3 WRAThreadneedle Pensions
85
28.5
579[+]Threadneedle Japanese Equity PnThreadneedle Pensions
112
28.9
580[+]Threadneedle Index Linked Pn 3 WRAThreadneedle Pensions
70
22.8
581[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
70
22.6
582[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
-5.0
583[+]Threadneedle Global Equity PnThreadneedle Pensions
89
44.3
584[+]Threadneedle Global 60/40 Equity Pn 3 WRAThreadneedle Pensions
90
43.1
585[+]Threadneedle Gilt Pn WRAThreadneedle Pensions
45
14.3
586[+]Threadneedle European Equity PnThreadneedle Pensions
106
48.9
587[+]Threadneedle Corporate Bond PnThreadneedle Pensions
58
28.4
588[+]Threadneedle Cautious Pathway PnThreadneedle Pensions
59
29.7
589[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
81
50.5
590[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
56
-3.8
591[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
85
28.0
592[+]Threadneedle Balanced Pathway PnThreadneedle Pensions
77
36.7
593[+]Threadneedle Adventurous Pathway PnThreadneedle Pensions
93
43.0
594[+]Teachers Managed PnTeachers Assurance
64
29.2
595[+]Teachers Cash PnTeachers Assurance
1
2.1
596[+]SW TM Levitas B Pn Series 1Scottish Widows Plc
n/a
SHn/a
597[+]SW TM Levitas A Pn Series 1Scottish Widows Plc
n/a
SHn/a
598[+]SW PM UK Long Corporate Bond Pn S1SWIP
62
39.0
599[+]SW PM UK Index Pn S1SWIP
88
35.4
600[+]SW PM UK Equity PnSWIP
89
28.8

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