To continue using FE Trustnet please choose an edition:

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

 

0 241

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
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

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.

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: 8210 funds

Create a custom tab
8210 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Wesleyan Ethical Shares PnWesleyan Assurance Society
128
n/a
527[+]Wesleyan Emerging Market Shares PnWesleyan Assurance Society
125
n/a
528[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
529[+]Wesleyan Corporate Bond PnWesleyan Assurance Society
21
n/a
530[+]Wesleyan Asia (ex Japan) Shares PnWesleyan Assurance Society
104
n/a
531[+]United Friendly Property Pn S1United Friendly
36
18.4
532[+]United Friendly Money Pn S1United Friendly
0
0.0
533[+]United Friendly Managed Pn S1United Friendly
66
30.5
534[+]United Friendly Equity Pn S1United Friendly
94
40.2
535[+]TSB Island PnTSB
79
19.1
536[+]TSB Deposit PnTSB
0
0.2
537[+]Threadneedle UK Smaller Companies PnThreadneedle Pensions
118
64.6
538[+]Threadneedle UK Gilt PnThreadneedle Pensions
58
12.6
539[+]Threadneedle UK Equity PnThreadneedle Pensions
108
38.3
540[+]Threadneedle UK Equity High Alpha Pn 1 WRAThreadneedle Pensions
109
46.6
541[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
108
40.4
542[+]Threadneedle UK Cash Pn 3 WRAThreadneedle Pensions
0
1.0
543[+]Threadneedle UK Bond Pn 2 WRAThreadneedle Pensions
38
19.5
544[+]Threadneedle Property Pn FOFThreadneedle Pensions
13
10.8
545[+]Threadneedle Pre Retirement PnThreadneedle Pensions
92
24.5
546[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
51
23.5
547[+]Threadneedle Pacific Basin Equity PnThreadneedle Pensions
109
24.4
548[+]Threadneedle North American Equity PnThreadneedle Pensions
114
61.6
549[+]Threadneedle Multi Asset Pn FOFThreadneedle Pensions
54
18.6
550[+]Threadneedle Mixed PnThreadneedle Pensions
85
33.3
551[+]Threadneedle Managed Equity PnThreadneedle Pensions
104
37.3
552[+]Threadneedle Long Dated UK Bond Pn PThreadneedle Pensions
80
21.1
553[+]Threadneedle Long Dated UK Bond PnThreadneedle Pensions
106
22.5
554[+]Threadneedle Long Dated Gilt Pn 3 WRAThreadneedle Pensions
80
21.7
555[+]Threadneedle Japanese Equity PnThreadneedle Pensions
137
21.1
556[+]Threadneedle Index Linked Pn 2 WRAThreadneedle Pensions
67
24.7
557[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
67
24.6
558[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
3.4
559[+]Threadneedle Global Equity PnThreadneedle Pensions
103
40.3
560[+]Threadneedle Global 60/40 Equity Pn 1 WRAThreadneedle Pensions
104
42.0
561[+]Threadneedle Gilt Pn BWRAThreadneedle Pensions
43
11.6
562[+]Threadneedle European Equity PnThreadneedle Pensions
134
39.7
563[+]Threadneedle Corporate Bond PnThreadneedle Pensions
73
28.4
564[+]Threadneedle Cautious Pathway PnThreadneedle Pensions
72
27.2
565[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
98
48.1
566[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
62
-4.5
567[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
84
18.6
568[+]Threadneedle Balanced Pathway PnThreadneedle Pensions
91
32.5
569[+]Threadneedle Adventurous Pathway PnThreadneedle Pensions
108
36.9
570[+]Teachers Managed PnTeachers Assurance
72
25.7
571[+]Teachers Cash PnTeachers Assurance
1
2.3
572[+]SWIP PM UK Long Corporate Bond Pn S1SWIP
62
31.9
573[+]SWIP PM UK Index Pn S1SWIP
106
30.2
574[+]SWIP PM UK Equity PnSWIP
107
22.7
575[+]SWIP PM UK Equity Cap Pn S1SWIP
106
24.9
576[+]SWIP PM UK Corporate Bond Pn S1SWIP
41
26.6
577[+]SWIP PM UK Bond PnSWIP
42
17.7
578[+]SWIP PM UK Alpha Pn S1SWIP
102
16.8
579[+]SWIP PM Stock Exchange PnSWIP
81
22.3
580[+]SWIP PM Stock Exchange Equity PnSWIP
102
26.7
581[+]SWIP PM Stk Exchange Fixed Interest PnSWIP
41
10.5
582[+]SWIP PM Protection Pn S1SWIP
85
US21.6
583[+]SWIP PM Property Pn S1SWIP
34
23.2
584[+]SWIP PM Overseas Equity PnSWIP
107
30.5
585[+]SWIP PM Overseas Bond PnSWIP
52
-4.6
586[+]SWIP PM North American Equity PnSWIP
119
58.1
587[+]SWIP PM Managed PnSWIP
83
22.9
588[+]SWIP PM Japanese Equity PnSWIP
137
24.1
589[+]SWIP PM International Equity Pn S1SWIP
109
45.4
590[+]SWIP PM Index Linked Protection Pn S1SWIP
75
28.5
591[+]SWIP PM Index Linked Gilt Tracker Pn S1SWIP
76
29.0
592[+]SWIP PM Gilt Pn S1SWIP
45
10.9
593[+]SWIP PM European Equity Pn S1SWIP
118
26.6
594[+]SWIP PM Emerging Markets Equity Pn S1SWIP
119
5.0
595[+]SWIP PM Diversified Growth PnSWIP
61
16.4
596[+]SWIP PM Consensus Pn S1SWIP
78
26.1
597[+]SWIP PM Cash Pn S1SWIP
0
1.1
598[+]SW TM Levitas B Pn Series 1Scottish Widows Plc
n/a
SHn/a
599[+]SW TM Levitas A Pn Series 1Scottish Widows Plc
n/a
SHn/a
600[+]Stan Life World Ex UK Equity (BlackRock) PnStandard Life Assurance Co
100
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